Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | VP, CFO and Treasurer | March 16, 2022 | March 18, 2022 |
| Jushi Holdings Inc.JUSH/JUSHF · Entity 384 | Chief Financial Officer | June 12, 2026 | June 17, 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.
Hamilton Beach Brands Holding Co
Report date March 16, 2022 · Filed March 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,020 |
Reported balance
After 2022-03-16 transaction · row 1
1 source rowRow 1 · 2022-03-16 · Grant · Acquired 6,988 · Balance 19,020 F1: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan.
Jushi Holdings Inc.
Report date June 12, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Subordinate Voting SharesSEC Table I · non-derivative | Direct | 147,733 |
Reported balance
After 2026-06-15 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-06-15 · Purchase · Acquired 22,000 · Balance 147,733 |
| Subordinate Voting SharesSEC Table I · non-derivative | Direct | 125,733 |
Reported balance
After 2026-06-12 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-06-12 · Purchase · Acquired 2,500 · Balance 125,733 |
| Subordinate Voting SharesSEC Table I · non-derivative | Direct | 123,233 |
Reported balance
After 2026-06-12 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-06-12 · Purchase · Acquired 1,000 · Balance 123,233 |
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 15, 2026 Filed Jun 17, 2026 20:06 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | PurchaseSubordinate Voting Shares | 22,000 | $0.49 | $10,780.00 |
DisclosureSEC source: 0001628280-26-043871 · wk-form4_1781726764.xml · nonDerivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,733 Read SEC document |
| June 12, 2026 Filed Jun 17, 2026 20:06 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | PurchaseSubordinate Voting Shares | 1,000 | $0.49 | $486.90 |
DisclosureSEC source: 0001628280-26-043871 · wk-form4_1781726764.xml · nonDerivative · entry 3 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,233 Read SEC document |
| June 12, 2026 Filed Jun 17, 2026 20:06 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | PurchaseSubordinate Voting Shares | 2,500 | $0.49 | $1,219.00 |
DisclosureSEC source: 0001628280-26-043871 · wk-form4_1781726764.xml · nonDerivative · entry 2 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,733 Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 23:31 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | GrantStock Option (right to buy) · Derivative | 300,000 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001628280-25-057188 · wk-form4_1765841489.xml · derivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Subordinate Voting Shares · 300,000 shares Expires 2035-12-11 F1 · derivative.exercise_date: 1/3 of the Options will vest on 12/11/2026, 1/3 will vest on 12/11/2027, and 1/3 will vest on 12/11/2028, subject to continuous service. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 14:47 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | PurchaseSubordinate Voting Shares | 21,500 | $0.41 | $8,815.00 |
DisclosureSEC source: 0001628280-24-048046 · wk-form4_1731682046.xml · nonDerivative · entry 2 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,233 Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 14:47 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | PurchaseSubordinate Voting Shares | 3,666 | $0.35 | $1,283.10 |
DisclosureSEC source: 0001628280-24-048046 · wk-form4_1731682046.xml · nonDerivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,733 Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 21:42 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | GrantStock Option (right to buy) · Derivative | 124,150 | $0.00 Strike: $0.54 | $0.00 |
DisclosureSEC source: 0001628280-24-040639 · wk-form4_1726609328.xml · derivative · entry 2 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,150 Underlying: Subordinate Voting Shares · 124,150 shares Expires 2034-09-13 F2 · derivative.exercise_date: 62,075 Options will vest on 9/13/2025 and 62,075 Options will vest on 9/13/2026, subject to continuous service. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 21:42 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | GrantStock Option (right to buy) · Derivative | 175,850 | $0.00 Strike: $0.54 | $0.00 |
DisclosureSEC source: 0001628280-24-040639 · wk-form4_1726609328.xml · derivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,850 Underlying: Subordinate Voting Shares · 175,850 shares Expires 2034-09-13 F1 · derivative.exercise_date: 37,925 Options will vest on 9/13/2025, 37,925 Options will vest on 9/13/2026, and 100,000 Options will vest on 9/13/2027, subject to continuous service. Read SEC document |
| December 17, 2023 Filed Dec 19, 2023 16:05 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | GrantStock Option (right to buy) · Derivative | 300,000 | $0.55 Strike: $0.55 | $165,000.00 |
DisclosureSEC source: 0001628280-23-041916 · wk-form4_1703001913.xml · derivative · entry 2 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Subordinate Voting Shares · 300,000 shares Expires 2033-12-17 F3 · derivative.exercise_date: This Option provides for vesting as to 1/3 of the total number of Shares subject to the Option on each yearly anniversary after the Vesting Commencement Date (12/17/2023), subject to continuous service. F2 · balance_after: Does not include options to purchase an aggregate of 200,000 Subordinated Voting Shares of different classes held directly by such reporting person. For future filings, the reporting person intends to report in column 9 of Table II only the shares beneficially held of the same class for any reported transaction pursuant to SEC guidance. Read SEC document |
| December 17, 2023 Filed Dec 19, 2023 16:05 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | GrantWarrant (right to buy) · Derivative | 200,000 | $0.55 Strike: $0.55 | $110,000.00 |
DisclosureSEC source: 0001628280-23-041916 · wk-form4_1703001913.xml · derivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Subordinate Voting Shares · 200,000 shares Expires 2028-12-17 F1 · derivative.exercise_date: 1/5 of the Warrant has vested. 1/5 will vest on 11/2/2024, 1/5 will vest on 11/2/2025, 1/5 will vest on 11/2/2026, and 1/5 will vest on 11/2/2027, subject to continuous service. F2 · balance_after: Does not include options to purchase an aggregate of 200,000 Subordinated Voting Shares of different classes held directly by such reporting person. For future filings, the reporting person intends to report in column 9 of Table II only the shares beneficially held of the same class for any reported transaction pursuant to SEC guidance. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 20:36 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | Disposition to issuerWarrant (right to buy) · Derivative | 200,000 | Not disclosed Strike: $1.75 | Not disclosed |
DisclosureSEC source: 0001628280-23-039750 · wk-form4_1700598956.xml · derivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Subordinate Voting Shares · 200,000 shares Expires 2032-12-09 F2 · price: On November 17, 2023, the issuer canceled a Warrant for 200,000 shares of the issuer's Subordinate Voting Shares granted to the reporting person. In exchange, the reporting person will receive a replacement Warrant for 200,000 shares on or about December 17, 2023. F1 · derivative.exercise_date: This Warrant provided for vesting as to 20% of the total number of Shares subject to the Warrant on each yearly anniversary after the Vesting Commencement Date (11/2/2022), subject to continuous service. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 16:57 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | PurchaseSubordinate Voting Shares | 30,567 | $0.70 | $21,396.90 |
DisclosureSEC source: 0001628280-23-032157 · wk-form4_1694624248.xml · nonDerivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,067 Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 16:47 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | PurchaseSubordinate Voting Shares | 66,500 | $0.75 | $49,875.00 |
DisclosureSEC source: 0001628280-23-031946 · wk-form4_1694450836.xml · nonDerivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,500 Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 21:24 UTC | Jushi Holdings Inc. JUSH/JUSHF · Entity 384 | GrantStock Option (right to buy) · Derivative | 200,000 | $0.61 Strike: $0.61 | $122,000.00 |
DisclosureSEC source: 0001628280-23-002782 · wf-form4_167589144187968.xml · derivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Stock Option (right to buy) · 200,000 shares Expires 2033-02-05 F1 · derivative.exercise_date: This Option will vest as to 20% of the total number of shares subject to the Options on the first, second, third, fourth and fifth anniversaries of the vesting commencement date (1/16/2023), subject to continuous service. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 14:12 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 6,988 | $10.93 | $76,378.84 |
DisclosureSEC source: 0001127602-22-009862 · form4.xml · nonDerivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,020 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 17:20 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 7,678 | $18.21 | $139,816.38 |
DisclosureSEC source: 0001127602-21-011278 · form4.xml · nonDerivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,032 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation Plan. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 21:27 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GrantClass A Common Stock | 4,354 | $13.84 | $60,237.59 |
DisclosureSEC source: 0001127602-20-007936 · form4.xml · nonDerivative · entry 1 MOSIER MICHELLE O · CIK 0001182453 · VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,354 F1 · kind: Shares of Class A Common Stock awarded to the Reporting Person under the Company's Executive Long-Term Incentive Compensation 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.