Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ardmore Shipping CorpASC · Entity 5198 | Director | June 15, 2026 | July 07, 2026 |
| Braemar Hotels & Resorts Inc.BHR · Entity 6531 | Director | August 18, 2021 | August 19, 2021 |
| FT 5969MDVA · Entity 129796 | Director | February 25, 2022 | March 01, 2022 |
| Kalera Public Ltd CoKAL · Entity 117191 | Director | August 22, 2022 | August 25, 2022 |
| MODIV INDUSTRIAL, INC.MDV · Entity 24009 | Director | June 28, 2024 | July 01, 2024 |
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.
Ardmore Shipping Corp
Report date June 15, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,033 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Exercise / conversion · Acquired 15,360 · Balance 76,033 |
| Restricted Stock Units AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-06-15 | Direct | 9,112 |
Reported balance
After 2026-06-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-15 · Grant · Acquired 9,112 · Balance 9,112 F1: Restricted Stock Units Award ("RSUs") represent a contingent right to receive one share of the Issuer's common stock per RSU. RSUs have associated dividend equivalent rights ("DERs") that vest and become payable in shares of the Issuer's common stock proportionately with the RSUs to which they relate. Upon vesting of RSUs, the number of shares issuable under the associated DERs becomes calculable, based on the quotient of the accrued dividends with respect to the vested RSUs, divided by the common stock's fair market value on such vesting date (or in the event dividends are declared, but not yet paid to stockholders as of a vesting date, on the date of payment to stockholders). F2: These RSUs vest in full on the date shown, subject to the reporting person's continued service to the Issuer through the vesting date. |
| Restricted Stock Units AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-06-17 | Direct | 0 |
Reported balance
After 2026-06-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-17 · Exercise / conversion · Disposed 15,360 · Balance 0 F1: Restricted Stock Units Award ("RSUs") represent a contingent right to receive one share of the Issuer's common stock per RSU. RSUs have associated dividend equivalent rights ("DERs") that vest and become payable in shares of the Issuer's common stock proportionately with the RSUs to which they relate. Upon vesting of RSUs, the number of shares issuable under the associated DERs becomes calculable, based on the quotient of the accrued dividends with respect to the vested RSUs, divided by the common stock's fair market value on such vesting date (or in the event dividends are declared, but not yet paid to stockholders as of a vesting date, on the date of payment to stockholders). F3: Includes 579 shares payable under associated dividend equivalent rights that became calculable upon vesting of the RSUs. F2: These RSUs vest in full on the date shown, subject to the reporting person's continued service to the Issuer through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units Award ("RSUs") represent a contingent right to receive one share of the Issuer's common stock per RSU. RSUs have associated dividend equivalent rights ("DERs") that vest and become payable in shares of the Issuer's common stock proportionately with the RSUs to which they relate. Upon vesting of RSUs, the number of shares issuable under the associated DERs becomes calculable, based on the quotient of the accrued dividends with respect to the vested RSUs, divided by the common stock's fair market value on such vesting date (or in the event dividends are declared, but not yet paid to stockholders as of a vesting date, on the date of payment to stockholders).
F2: These RSUs vest in full on the date shown, subject to the reporting person's continued service to the Issuer through the vesting date.
F3: Includes 579 shares payable under associated dividend equivalent rights that became calculable upon vesting of the RSUs.
Braemar Hotels & Resorts Inc.
Report date August 18, 2021 · Filed August 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,802 |
Reported balance
After 2021-08-18 transaction · row 1
1 source rowRow 1 · 2021-08-18 · Sale · Disposed 4,000 · Balance 57,802 |
| Common StockSEC Table I · non-derivative | IndirectBy Curtis B. McWilliams IRA | 2,000 |
Reported balance
Holding disclosure · report date 2021-08-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 |
FT 5969
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, CLASS CSEC Table I · non-derivative | Direct | 9,860.4443 |
Reported balance
After 2022-02-25 transaction · row 1
1 source rowRow 1 · 2022-02-25 · Purchase · Acquired 48.2136 · Balance 9,860.4443 |
Kalera Public Ltd Co
Report date August 22, 2022 · Filed August 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,034 |
Reported balance
After 2022-08-22 transaction · row 1
1 source rowRow 1 · 2022-08-22 · Grant · Acquired 103,306 · Balance 120,034 F1: Restricted stock units convert into common shares of the registrant on a one-for-one basis. Restricted stock units cliff vest after one year. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.42 · Expires 2032-08-22 | Direct | 91,000 |
Reported balance
After 2022-08-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-08-22 · Grant · Acquired 91,000 · Balance 91,000 F2: This stock option vests 25% on each of the first four anniversaries of the grant date |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.42 · Expires 2032-08-22 | Direct | 50,050 |
Reported balance
After 2022-08-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-22 · Grant · Acquired 50,050 · Balance 50,050 F3: This stock option vests 25% on each of December 13, 2022, December 13, 2023, December 13, 2024 and December 13, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common shares of the registrant on a one-for-one basis. Restricted stock units cliff vest after one year.
F2: This stock option vests 25% on each of the first four anniversaries of the grant date
F3: This stock option vests 25% on each of December 13, 2022, December 13, 2023, December 13, 2024 and December 13, 2025.
MODIV INDUSTRIAL, INC.
Report date June 28, 2024 · Filed July 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, CLASS CSEC Table I · non-derivative | Direct | 20,793.6439 |
Reported balance
After 2024-06-28 transaction · row 1
1 source rowRow 1 · 2024-06-28 · Grant · Acquired 1,060.8204 · Balance 20,793.6439 |
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 |
|---|---|---|---|---|---|---|
| March 14, 2017 Filed Mar 14, 2017 20:05 UTC | Braemar Hotels & Resorts Inc. AHP · Entity 6531 | PurchaseCommon Stock | 5,000 | $10.50 | $52,500.00 |
DisclosureSEC source: 0000909143-17-000009 · primary_doc.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,281 F1 · balance_after: Includes 81 shares of the Issuer's common stock received by the Reporting Person in the pro rata distribution of shares of the Issuer's common stock by Ashford Hospitality Trust, Inc. on or about July 27, 2015, and is deemed to correct all Form 4 filings by the Reporting Person since such date. 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.