Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN COASTAL INSURANCE CorpACIC · Entity 5560 | Director | May 19, 2025 | May 21, 2025 |
| CBIZ, Inc.CBZ · Entity 4243 | Director | October 31, 2022 | October 31, 2022 |
| LENNAR CORP /NEW/LEN, LEN.B · Entity 1032 | Director | October 07, 2026 | October 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMERICAN COASTAL INSURANCE Corp
Report date May 19, 2025 · Filed May 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 203,403 |
Reported balance
After 2025-05-19 transaction · row 1
1 source rowRow 1 · 2025-05-19 · Grant · Acquired 5,000 · Balance 203,403 |
CBIZ, Inc.
Report date October 31, 2022 · Filed October 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,983 |
Reported balance
After 2022-10-31 transaction · row 1
1 source rowRow 1 · 2022-10-31 · Sale · Disposed 20,000 · Balance 63,983 |
LENNAR CORP /NEW/
Report date October 07, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 38,308 |
Reported balance
After 2026-10-07 transaction · row 1
1 source rowRow 1 · 2026-10-07 · Grant · Acquired 15 · Balance 38,308 F1: Represents restricted stock units ("RSUs") issued in respect of the Reporting Person's unvested annual RSU grant (including dividend equivalents in respect thereof) as a result of the dividend on the Issuer's common stock with a record date of October 7, 2026, in accordance with the Issuer's outside directors' compensation program. Such RSUs will vest at the same time as the annual RSU grant to which they relate. Fractional amounts have been rounded to the nearest whole number. F2: Represents the closing price per share of Issuer's common stock as of the record date. |
| Class B Common StockSEC Table I · non-derivative | Direct | 5,650 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,650 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") issued in respect of the Reporting Person's unvested annual RSU grant (including dividend equivalents in respect thereof) as a result of the dividend on the Issuer's common stock with a record date of October 7, 2026, in accordance with the Issuer's outside directors' compensation program. Such RSUs will vest at the same time as the annual RSU grant to which they relate. Fractional amounts have been rounded to the nearest whole number.
F2: Represents the closing price per share of Issuer's common stock as of the record date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 24, 2017 Filed Feb 27, 2017 21:02 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 4,200 | $16.08 | $67,536.00 |
DisclosureSEC source: 0001401521-17-000021 · wf-form4_148822932004107.xml · nonDerivative · entry 5 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,327 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:02 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 300 | $16.09 | $4,827.00 |
DisclosureSEC source: 0001401521-17-000021 · wf-form4_148822932004107.xml · nonDerivative · entry 4 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,127 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:02 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 500 | $16.09 | $8,044.00 |
DisclosureSEC source: 0001401521-17-000021 · wf-form4_148822932004107.xml · nonDerivative · entry 3 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,827 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:02 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 500 | $16.04 | $8,017.50 |
DisclosureSEC source: 0001401521-17-000021 · wf-form4_148822932004107.xml · nonDerivative · entry 2 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,327 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:02 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 180 | $16.05 | $2,889.00 |
DisclosureSEC source: 0001401521-17-000021 · wf-form4_148822932004107.xml · nonDerivative · entry 1 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,827 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:04 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 10,000 | $16.15 | $161,500.00 |
DisclosureSEC source: 0001401521-17-000017 · wf-form4_148797023960627.xml · nonDerivative · entry 4 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,647 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:04 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 11,800 | $16.10 | $189,980.00 |
DisclosureSEC source: 0001401521-17-000017 · wf-form4_148797023960627.xml · nonDerivative · entry 3 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,647 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:04 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 2,547 | $16.03 | $40,828.41 |
DisclosureSEC source: 0001401521-17-000017 · wf-form4_148797023960627.xml · nonDerivative · entry 2 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,847 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:04 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 300 | $16.02 | $4,806.00 |
DisclosureSEC source: 0001401521-17-000017 · wf-form4_148797023960627.xml · nonDerivative · entry 1 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,300 Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 22:10 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon stock | 7,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002798 · doc4.xml · nonDerivative · entry 1 HUDSON SHERRILL W · CIK 0001208993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,183 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded at first quarter Board meeting Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.