Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Joby Aviation, Inc.JOBY · Entity 2121 | President of Operations | October 01, 2026 | October 05, 2026 |
| Pebblebrook Hotel TrustPEB · Entity 4520 | Director | January 01, 2026 | January 05, 2026 |
| Red Lion Hotels CORPRLH · Entity 141073 | Director | January 13, 2020 | January 14, 2020 |
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.
Joby Aviation, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 241,923 |
Ending reported balance
After 2026-10-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 5,699 · Balance 237,386 Row 2 · 2026-10-01 · Exercise / conversion · Acquired 10,382 · Balance 247,768 Row 3 · 2026-10-01 · Exercise / conversion · Acquired 5,045 · Balance 252,813 Row 4 · 2026-10-02 · Sale · Disposed 10,890 · Balance 241,923 F1: Represents the aggregate number of shares sold by the Reporting Person to cover taxes due upon the release and settlement of the RSUs, as required by the terms of the RSU award. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 17,098 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Exercise / conversion · Disposed 5,699 · Balance 17,098 F2: Represents an award of restricted stock units ("RSUs") that vests in equal installments over four years, on the quarterly anniversary of July 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 51,910 |
Reported balance
After 2026-10-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-10-01 · Exercise / conversion · Disposed 10,382 · Balance 51,910 F3: Represents an award of restricted stock units ("RSUs") that vest in 16 equal installments on the quarterly anniversary of January 1, 2024, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 85,772 |
Reported balance
After 2026-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-01 · Exercise / conversion · Disposed 5,045 · Balance 85,772 F4: Represents an award of restricted stock units ("RSUs") that vests with respect to 5% of the total number of RSUs on each of the first four quarterly anniversaries of January 1, 2026 and as to 10% of the total number of RSUs on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the aggregate number of shares sold by the Reporting Person to cover taxes due upon the release and settlement of the RSUs, as required by the terms of the RSU award.
F2: Represents an award of restricted stock units ("RSUs") that vests in equal installments over four years, on the quarterly anniversary of July 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting.
F3: Represents an award of restricted stock units ("RSUs") that vest in 16 equal installments on the quarterly anniversary of January 1, 2024, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting.
F4: Represents an award of restricted stock units ("RSUs") that vests with respect to 5% of the total number of RSUs on each of the first four quarterly anniversaries of January 1, 2026 and as to 10% of the total number of RSUs on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting.
Pebblebrook Hotel Trust
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 36,371 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 8,073 · Balance 36,371 F1: Payment of 50 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2025. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of 50 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2025. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment.
Red Lion Hotels CORP
Report date January 13, 2020 · Filed January 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,095 |
Reported balance
After 2020-01-13 transaction · row 1
1 source rowRow 1 · 2020-01-13 · Grant · Acquired 4,820 · Balance 36,095 F1: Represents the portion of first quarter 2020 director fees paid to the recipient in stock. Based on the closing price of our common stock on January 2, 2020 of $3.63. F2: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the portion of first quarter 2020 director fees paid to the recipient in stock. Based on the closing price of our common stock on January 2, 2020 of $3.63.
F2: Not applicable.
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 |
|---|---|---|---|---|---|---|
| December 05, 2019 Filed Dec 6, 2019 16:44 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 994 | $3.60 | $3,578.40 |
DisclosureSEC source: 0001209191-19-059492 · doc4.xml · nonDerivative · entry 2 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,275 Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 16:44 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 6 | $3.59 | $21.54 |
DisclosureSEC source: 0001209191-19-059492 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,281 Read SEC document |
| October 09, 2019 Filed Oct 11, 2019 16:17 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 2,764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-053033 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,275 F1 · shares: Represents the portion of fourth quarter 2019 director fees paid to the recipient in stock. Based on the closing price of our common stock on October 1, 2019 of $6.33. F2 · price: Not applicable. Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 16:59 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 2,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-041952 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,511 F1 · shares: Represents the portion of third quarter 2019 director fees paid to the recipient in stock. Based on the closing price of our common stock on July 1, 2019 of $7.19. F2 · price: Not applicable. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 20:16 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026414 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · price: Represents an initial grant of 2,500 restricted common shares. 834, 833 and 833 of the restricted common shares shall become vested and nonforfeitable, subject to the reporting person's continued service as a member of the board of the Issuer, on April 26, 2020, April 26, 2021 and April 26, 2022, respectively. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 17:56 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 2,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-025535 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,078 F1 · shares: Represents the portion of second quarter 2019 director fees paid to the recipient in stock. Based on the closing price of our common stock on April 1, 2019 of $8.33. F2 · price: Not applicable. Read SEC document |
| January 15, 2019 Filed Jan 16, 2019 18:21 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 2,073 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-003979 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,978 F1 · shares: Represents the portion of first quarter 2019 director fees paid to the recipient in stock. Based on the closing price of our common stock on January 2, 2019 of $8.44. F2 · price: Not applicable. Read SEC document |
| October 19, 2018 Filed Oct 22, 2018 17:54 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 1,401 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-055892 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,905 F1 · shares: Represents the portion of fourth quarter 2018 director fees paid to the recipient in stock. Based on the closing price of our common stock on October 1, 2018 of $12.49. F2 · price: Not applicable. Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 17:04 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 1,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-043366 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,504 F1 · shares: Represents the portion of third quarter 2018 director fees paid to the recipient in stock. Based on the closing price of our common stock on July 2, 2018 of $11.40. F2 · price: Not applicable. Read SEC document |
| April 19, 2018 Filed Apr 19, 2018 18:11 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 2,851 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-025634 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,969 F1 · shares: Represents the portion of second quarter 2018 director fees paid to the recipient in stock. Based on the closing price of our common stock on April 2, 2018 of $9.50. F2 · price: Not applicable. Read SEC document |
| January 12, 2018 Filed Jan 16, 2018 18:19 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 2,764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-003673 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,118 F1 · shares: Represents the portion of first quarter 2018 director fees paid to the recipient in stock. Based on the closing price of our common stock on January 2, 2018 of $9.80. F2 · price: Not applicable. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 13:29 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 3,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-056826 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,354 F1 · shares: Represents the portion of fourth quarter 2017 director fees paid to the recipient in stock. Based on the closing price of our common stock on October 2, 2017 of $8.70. F2 · price: Not applicable. Read SEC document |
| July 13, 2017 Filed Jul 14, 2017 17:49 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 2,364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-045235 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,241 F1 · shares: Represents the portion of third quarter 2017 director fees paid to the recipient in stock. Based on the closing price of our common stock on July 3, 2017 of $7.40. F2 · price: Not applicable. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 16:19 UTC | Red Lion Hotels CORP RLH · Entity 141073 | GrantCommon Stock | 2,877 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-027294 · doc4.xml · nonDerivative · entry 1 Simi Bonny W · CIK 0001703083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,877 F1 · shares: Represents the portion of second quarter 2017 director fees paid to the recipient in stock. Based on the closing price of our common stock on April 3, 2017 of $6.95. F2 · price: Not applicable. 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.