Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCHEX INCMCHX · Entity 6912 | Director · Vice Chairman | July 01, 2026 | July 01, 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.
MARCHEX INC
Report date July 01, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 6.0% Convertible Debt (due 2028)SEC Table II · derivative / convertible security · Conversion / exercise price $1.80 · Expires 2028-07-01 | Direct | Not disclosed |
Reported balance
After 2026-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired Not disclosed · Balance Not disclosed F1: On July 1, 2026 (the "Closing Date"), Marchex, Inc. acquired 100% of the capital stock of privately-held Archenia, Inc. pursuant to a stock purchase agreement ("SPA") where the reporting person acquired $4,144,144 in convertible debt from the issuer. The notes bear interest at 6%, are payable in three equal tranches on the 12-, 18- and 24-month anniversaries, and are convertible in whole or in part into shares of the issuer's Class B common stock at $1.80 per share. The SPA also provides that the reporting person will receive 828,829 additional shares for each of the first and second 12-month periods following the Closing Date, to the extent (1) Archenia's revenue or Adjusted EBITDA exceed such amounts for the 12-month period prior to the Closing Date, and (2) Archenia achieves certain specified integration or customer retention targets. The reporting person's right to receive the additional shares pursuant to this earn-out right became fixed and irrevocable on the Closing Date. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 1, 2026 (the "Closing Date"), Marchex, Inc. acquired 100% of the capital stock of privately-held Archenia, Inc. pursuant to a stock purchase agreement ("SPA") where the reporting person acquired $4,144,144 in convertible debt from the issuer. The notes bear interest at 6%, are payable in three equal tranches on the 12-, 18- and 24-month anniversaries, and are convertible in whole or in part into shares of the issuer's Class B common stock at $1.80 per share. The SPA also provides that the reporting person will receive 828,829 additional shares for each of the first and second 12-month periods following the Closing Date, to the extent (1) Archenia's revenue or Adjusted EBITDA exceed such amounts for the 12-month period prior to the Closing Date, and (2) Archenia achieves certain specified integration or customer retention targets. The reporting person's right to receive the additional shares pursuant to this earn-out right became fixed and irrevocable on the Closing 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 |
|---|---|---|---|---|---|---|
| June 02, 2020 Filed Jun 3, 2020 20:08 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $1.66 | $207.50 |
DisclosureSEC source: 0001209191-20-033949 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792,129 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 20:10 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $1.55 | $193.75 |
DisclosureSEC source: 0001209191-20-033180 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792,004 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| May 26, 2020 Filed May 27, 2020 20:09 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $1.41 | $176.85 |
DisclosureSEC source: 0001209191-20-032282 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,879 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:10 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $1.30 | $162.95 |
DisclosureSEC source: 0001209191-20-031972 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,754 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| May 19, 2020 Filed May 20, 2020 20:18 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $1.35 | $168.48 |
DisclosureSEC source: 0001209191-20-030875 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,629 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:34 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $1.28 | $159.39 |
DisclosureSEC source: 0001209191-20-030101 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,504 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 13:00 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $2.54 | $317.79 |
DisclosureSEC source: 0001209191-20-017105 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,379 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 14:00 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $2.58 | $322.66 |
DisclosureSEC source: 0001209191-20-016464 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,254 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 14:00 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $2.65 | $330.75 |
DisclosureSEC source: 0001209191-20-014283 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,129 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 14:00 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $2.96 | $370.58 |
DisclosureSEC source: 0001209191-20-013292 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,004 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 14:00 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $3.00 | $375.33 |
DisclosureSEC source: 0001209191-20-011860 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,879 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 14:00 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $3.18 | $397.50 |
DisclosureSEC source: 0001209191-20-010900 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,754 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 21:15 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $3.86 | $483.10 |
DisclosureSEC source: 0001209191-19-059643 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,629 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 21:16 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $3.96 | $494.53 |
DisclosureSEC source: 0001209191-19-059047 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,504 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 14:00 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $4.03 | $503.68 |
DisclosureSEC source: 0001209191-19-058237 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,379 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 21:15 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $3.99 | $499.14 |
DisclosureSEC source: 0001209191-19-057925 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,254 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 21:15 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $3.98 | $497.03 |
DisclosureSEC source: 0001209191-19-057434 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,129 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 14:01 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $4.15 | $519.08 |
DisclosureSEC source: 0001209191-19-056652 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790,004 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| November 12, 2019 Filed Nov 13, 2019 14:20 UTC | MARCHEX INC MCHX · Entity 6912 | PurchaseClass B Common Stock | 125 | $4.18 | $522.55 |
DisclosureSEC source: 0001209191-19-056256 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Co-CEO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789,879 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a 10b5-1 purchase plan adopted by the reporting person. Read SEC document |
| May 22, 2019 Filed May 24, 2019 16:39 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 95,000 | $0.00 Strike: $5.25 | $0.00 |
DisclosureSEC source: 0001209191-19-032633 · doc4.xml · derivative · entry 5 ARENDS MICHAEL A · CIK 0001282317 · Office of CEO Member & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,000 Underlying: Class B Common Stock · 95,000 shares Expires 2029-05-22 F2 · derivative.exercise_date: See Exhibit A. F4 · derivative.exercise_date: Option grant effective the Grant Date. Read SEC document |
| May 22, 2019 Filed May 24, 2019 16:39 UTC | MARCHEX INC MCHX · Entity 6912 | GrantClass B Common Stock | 195,000 | $0.01 | $1,950.00 |
DisclosureSEC source: 0001209191-19-032633 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Office of CEO Member & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789,754 F1 · kind: Restricted stock award effective May 22, 2019 (the "Grant Date"). F2 · kind: See Exhibit A. Read SEC document |
| April 17, 2019 Filed Apr 19, 2019 20:17 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 34,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001209191-19-025375 · doc4.xml · derivative · entry 5 ARENDS MICHAEL A · CIK 0001282317 · Office of CEO Member & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 Underlying: Class B Common Stock · 34,000 shares Expires 2029-04-17 F2 · derivative.exercise_date: All options and restricted stock are subject to accelerated vesting under certain conditions as set forth in the reporting person's employment agreement with the Issuer. F4 · derivative.exercise_date: Option grant effective the Grant Date. 25% of the options will vest on the first annual anniversary of the Grant Date. Thereafter, 1/12 of the remaining options will vest quarterly for the following three years. Read SEC document |
| April 17, 2019 Filed Apr 19, 2019 20:17 UTC | MARCHEX INC MCHX · Entity 6912 | GrantClass B Common Stock | 34,000 | $0.01 | $340.00 |
DisclosureSEC source: 0001209191-19-025375 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Office of CEO Member & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,754 F1 · kind: Restricted stock award effective April 17, 2019 (the "Grant Date"). The restricted stock award vests in accordance with the following four year vesting schedule: 25% of the total shares shall vest on each of the first, second, third and fourth annual anniversaries, respectively, of the Grant Date. F2 · kind: All options and restricted stock are subject to accelerated vesting under certain conditions as set forth in the reporting person's employment agreement with the Issuer. Read SEC document |
| August 21, 2018 Filed Aug 21, 2018 20:45 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 68,000 | $0.00 Strike: $2.69 | $0.00 |
DisclosureSEC source: 0001209191-18-047761 · doc4.xml · derivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Office of CEO Member & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,000 Underlying: Class B Common Stock · 68,000 shares Expires 2028-08-21 F1 · derivative.exercise_date: Option grant effective August 21, 2018 (the "Grant Date"). 25% of the options will vest on the first annual anniversary of the Grant Date. Thereafter, 1/12 of the remaining options will vest quarterly for the following three years. F2 · derivative.exercise_date: Options are subject to accelerated vesting under certain conditions as set forth in the reporting person's amended and restated employment agreement with the Issuer effective April 21, 2016. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:08 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 115,000 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001209191-17-040350 · doc4.xml · derivative · entry 5 ARENDS MICHAEL A · CIK 0001282317 · Office of CEO Member & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,000 Underlying: Class B Common Stock · 115,000 shares Expires 2027-06-15 F2 · derivative.exercise_date: All options and restricted stock are subject to accelerated vesting under certain conditions as set forth in the reporting person's amended and restated employment agreement with the Issuer effective April 21, 2016. F4 · derivative.exercise_date: Option grant effective the Grant Date. 25% of the options will vest on the first annual anniversary of the Grant Date. Thereafter, 1/12 of the remaining options will vest quarterly for the following three years. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:08 UTC | MARCHEX INC MCHX · Entity 6912 | GrantClass B Common Stock | 75,000 | $0.01 | $750.00 |
DisclosureSEC source: 0001209191-17-040350 · doc4.xml · nonDerivative · entry 1 ARENDS MICHAEL A · CIK 0001282317 · Office of CEO Member & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,754 F1 · kind: Restricted stock award effective June 15, 2017 (the "Grant Date"). The restricted stock award vests in accordance with the following four year vesting schedule: 25% of the total shares shall vest on each of the first, second, third and fourth annual anniversaries, respectively, of the Grant Date. F2 · kind: All options and restricted stock are subject to accelerated vesting under certain conditions as set forth in the reporting person's amended and restated employment agreement with the Issuer effective April 21, 2016. 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.