Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASCENT INDUSTRIES CO.SYNL · Entity 6584 | See Explanation of Responses | March 16, 2020 | March 23, 2020 |
| Lifeway Foods, Inc.LWAY · Entity 891 | Director | September 30, 2026 | October 02, 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.
ASCENT INDUSTRIES CO.
Report date March 16, 2020 · Filed March 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-03-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: Andee Harris may be deemed to be a member of a Section 13(d) group that collectively beneficially owns more than 10% of the Issuer's outstanding shares of Common Stock. Ms. Harris disclaims beneficial ownership of the securities of the Issuer owned directly by other members of the Section 13(d) group and this report shall not be deemed an admission that Ms. Harris is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Andee Harris may be deemed to be a member of a Section 13(d) group that collectively beneficially owns more than 10% of the Issuer's outstanding shares of Common Stock. Ms. Harris disclaims beneficial ownership of the securities of the Issuer owned directly by other members of the Section 13(d) group and this report shall not be deemed an admission that Ms. Harris is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
Lifeway Foods, Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,236 |
Reported balance
After 2026-09-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-30 · Grant · Acquired 797 · Balance 2,236 F3: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F4: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended September 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,512 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance 2,512 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. The RSUs vest on December 30, 2026 contingent on the Reporting Person's continued service as a Director on such vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,038 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,038 F2: Each RSU represents a contingent right to receive one share of common stock. The RSUs vest on July 1, 2027 contingent on the Reporting Person's continued service as a Director on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. The RSUs vest on December 30, 2026 contingent on the Reporting Person's continued service as a Director on such vesting date.
F2: Each RSU represents a contingent right to receive one share of common stock. The RSUs vest on July 1, 2027 contingent on the Reporting Person's continued service as a Director on such vesting date.
F3: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company.
F4: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended September 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 00:52 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantPhantom Stock · Derivative | 797 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-007538 · ownership.xml · derivative · entry 3 Harris Andee · CIK 0001807036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,236 Underlying: Common Stock · 797 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F4 · derivative.exercise_price: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended September 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. F3 · price: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F4 · price: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended September 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. F3 · derivative.exercise_date: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F4 · derivative.exercise_date: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended September 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. F3 · derivative.expiration_date: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F4 · derivative.expiration_date: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended September 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 21:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 2,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-005258 · ownership.xml · derivative · entry 2 Harris Andee · CIK 0001807036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,038 Underlying: Common Stock · 2,038 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F3 · price: The RSUs vest on July 1, 2027 contingent on the Reporting Person's continued service as a Director on such vesting date. F3 · derivative.exercise_date: The RSUs vest on July 1, 2027 contingent on the Reporting Person's continued service as a Director on such vesting date. F3 · derivative.expiration_date: The RSUs vest on July 1, 2027 contingent on the Reporting Person's continued service as a Director on such vesting date. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 21:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantPhantom Stock · Derivative | 566 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-005258 · ownership.xml · derivative · entry 3 Harris Andee · CIK 0001807036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,439 Underlying: Common Stock · 566 shares Expires not disclosed F4 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F5 · price: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended June 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. F4 · derivative.exercise_date: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F5 · derivative.exercise_date: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended June 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. F4 · derivative.expiration_date: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F5 · derivative.expiration_date: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended June 30, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 21:00 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantPhantom Stock · Derivative | 873 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-002620 · ownership.xml · derivative · entry 2 Harris Andee · CIK 0001807036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 873 Underlying: Common Stock · 873 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F4 · price: The acquired shares of phantom stock were acquired upon deferral of the Reporting Person's cash compensation for service on the Board of Directors in the quarter ended March 31, 2026 pursuant to the Company's Non-Employee Director Equity and Deferred Compensation Plan. F3 · derivative.exercise_date: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. F3 · derivative.expiration_date: Each share of phantom stock represents a right to receive one share of common stock. The phantom stock becomes payable on the date that the Reporting Person no longer serves as a director of the Company. Read SEC document |
| December 30, 2025 Filed Dec 31, 2025 21:15 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantRestricted Stock Units · Derivative | 2,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-009453 · ownership.xml · derivative · entry 1 Harris Andee · CIK 0001807036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,512 Underlying: Common Stock · 2,512 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The RSUs vest on December 30, 2026 contingent on the Reporting Person's continued service as a Director on such vesting date. F2 · derivative.expiration_date: The RSUs vest on December 30, 2026 contingent on the Reporting Person's continued service as a Director on such vesting 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.