Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXCO RESOURCES INCXCO · Entity 167238 | See Remarks | August 16, 2017 | August 18, 2017 |
| Teamshares IncTMS · Entity 5590 | Chief Financial Officer | June 18, 2026 | June 23, 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.
EXCO RESOURCES INC
Report date August 16, 2017 · Filed August 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 2,695 |
Reported balance
After 2017-08-16 transaction · row 1
1 source rowRow 1 · 2017-08-16 · Sale · Disposed 141 · Balance 2,695 F1: Represents shares sold to pay the tax liability associated with the vesting of previously awarded restricted stock to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold to pay the tax liability associated with the vesting of previously awarded restricted stock to the Reporting Person.
Teamshares Inc
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,587 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 13,587 · Balance 13,587 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.76 · Expires 2031-05-31 | Direct | 112,753 |
Reported balance
After 2026-06-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-18 · Grant · Acquired 112,753 · Balance 112,753 F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F2: The stock option is fully vested and exercisable. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $3.92 · Expires 2032-08-29 | Direct | 22,551 |
Reported balance
After 2026-06-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-18 · Grant · Acquired 22,551 · Balance 22,551 F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F3: The stock option vested as to 25% of the underlying shares on August 29, 2023 and will vest thereafter in 36 substantially equal monthly installments. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $7.69 · Expires 2033-12-07 | Direct | 90,203 |
Reported balance
After 2026-06-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-18 · Grant · Acquired 90,203 · Balance 90,203 F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F4: The stock option vested as to 25% of the underlying shares on November 1, 2024 and will vest thereafter in 36 substantially equal monthly installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.
F2: The stock option is fully vested and exercisable.
F3: The stock option vested as to 25% of the underlying shares on August 29, 2023 and will vest thereafter in 36 substantially equal monthly installments.
F4: The stock option vested as to 25% of the underlying shares on November 1, 2024 and will vest thereafter in 36 substantially equal monthly installments.
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 18, 2026 Filed Jun 23, 2026 23:23 UTC | Teamshares Inc TMS · Entity 5590 | GrantStock Option · Derivative | 90,203 | Not disclosed Strike: $7.69 | Not disclosed |
DisclosureSEC source: 0001193125-26-279966 · ownership.xml · derivative · entry 4 Gaebe Brian · CIK 0001682857 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,203 Underlying: Common Stock · 90,203 shares Expires 2033-12-07 F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F4 · derivative.exercise_date: The stock option vested as to 25% of the underlying shares on November 1, 2024 and will vest thereafter in 36 substantially equal monthly installments. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 23:23 UTC | Teamshares Inc TMS · Entity 5590 | GrantStock Option · Derivative | 22,551 | Not disclosed Strike: $3.92 | Not disclosed |
DisclosureSEC source: 0001193125-26-279966 · ownership.xml · derivative · entry 3 Gaebe Brian · CIK 0001682857 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,551 Underlying: Common Stock · 22,551 shares Expires 2032-08-29 F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F3 · derivative.exercise_date: The stock option vested as to 25% of the underlying shares on August 29, 2023 and will vest thereafter in 36 substantially equal monthly installments. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 23:23 UTC | Teamshares Inc TMS · Entity 5590 | GrantStock Option · Derivative | 112,753 | Not disclosed Strike: $0.76 | Not disclosed |
DisclosureSEC source: 0001193125-26-279966 · ownership.xml · derivative · entry 2 Gaebe Brian · CIK 0001682857 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,753 Underlying: Common Stock · 112,753 shares Expires 2031-05-31 F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F2 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 23:23 UTC | Teamshares Inc TMS · Entity 5590 | GrantCommon Stock | 13,587 | $9.20 | $125,000.40 |
DisclosureSEC source: 0001193125-26-279966 · ownership.xml · nonDerivative · entry 1 Gaebe Brian · CIK 0001682857 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,587 Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 16:14 UTC | EXCO RESOURCES INC XCO · Entity 167238 | SaleCommon Stock, par value $0.001 per share | 141 | $1.14 | $160.74 |
DisclosureSEC source: 0000316300-17-000030 · edgar.xml · nonDerivative · entry 1 Gaebe Brian · CIK 0001682857 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,695 F1 · shares: Represents shares sold to pay the tax liability associated with the vesting of previously awarded restricted stock to the Reporting Person. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 17:29 UTC | EXCO RESOURCES INC XCO · Entity 167238 | SaleCommon Stock, par value $0.001 per share | 306 | $2.62 | $801.72 |
DisclosureSEC source: 0000899243-17-017991 · doc4.xml · nonDerivative · entry 1 Gaebe Brian · CIK 0001682857 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,836 F1 · shares: Represents shares sold to pay the tax liability incident to the vesting of previously awarded restricted stock to the Reporting Person. Read SEC document |
| April 04, 2017 Filed May 17, 2017 10:28 UTC | EXCO RESOURCES INC XCO · Entity 167238 | SaleCommon Stock, par value $0.001 per share | 2,874 | $0.57 | $1,638.18 |
DisclosureSEC source: 0001682857-17-000005 · edgar.xml · nonDerivative · entry 1 Gaebe Brian · CIK 0001682857 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,125 F1 · shares: Represents shares sold to pay the tax liability associated with the vesting of previously awarded restricted stock to the Reporting Person. Read SEC document |
| March 23, 2017 Filed Mar 24, 2017 16:29 UTC | EXCO RESOURCES INC XCO · Entity 167238 | SaleCommon Stock, par value $0.001 per share | 45,232 | $0.60 | $27,139.20 |
DisclosureSEC source: 0000899243-17-008503 · doc4.xml · nonDerivative · entry 2 Gaebe Brian · CIK 0001682857 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,999 F2 · shares: Represents shares sold to pay the tax liability associated with the Award Amount. Read SEC document |
| March 16, 2017 Filed Mar 24, 2017 16:29 UTC | EXCO RESOURCES INC XCO · Entity 167238 | GrantCommon Stock, par value $0.001 per share | 45,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-008503 · doc4.xml · nonDerivative · entry 1 Gaebe Brian · CIK 0001682857 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,231 F1 · shares: Represents shares of restricted common stock issued to the reporting person pursuant to the EXCO Resources, Inc. 2016 Management Incentive Plan (the "MIP"), all of which shares are fully vested. The MIP provides for the payment of performance-based awards to eligible employees, of which seventy-five percent (75%) of the award is payable in cash and twenty-five percent (25%) of the award is payable in shares of fully-vested restricted stock (collectively, the "Award Amount") issued pursuant to the EXCO Resources, Inc. Amended and Restated 2005 Long-Term Incentive Plan, as amended (the "Plan"). 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.