Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUDACY, INC.AUD · Entity 108390 | Director | May 10, 2022 | May 11, 2022 |
| Actua CorpACTA · Entity 170098 | Director | June 16, 2017 | June 20, 2017 |
| Hamilton Lane INCHLNE · Entity 3823 | Director | June 11, 2026 | June 15, 2026 |
| Palladyne AI Corp.ROT.U · Entity 6068 | Director | January 14, 2021 | January 14, 2021 |
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.
AUDACY, INC.
Report date May 10, 2022 · Filed May 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 222,153 |
Reported balance
After 2022-05-10 transaction · row 1
1 source rowRow 1 · 2022-05-10 · Grant · Acquired 59,113 · Balance 222,153 F1: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument.
Actua Corp
Report date June 16, 2017 · Filed June 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.001 per shareSEC Table I · non-derivative | Direct | 179,086 |
Reported balance
After 2017-06-16 transaction · row 1
1 source rowRow 1 · 2017-06-16 · Grant · Acquired 6,344 · Balance 179,086 F1: This amount represents grants of restricted shares granted pursuant to the Actua Third Amended and Restated Non-Management Director Compensation Plan in respect of board and board committee service. These shares will vest on June 16, 2018, provided that the reporting person is serving on the board or applicable board committee on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount represents grants of restricted shares granted pursuant to the Actua Third Amended and Restated Non-Management Director Compensation Plan in respect of board and board committee service. These shares will vest on June 16, 2018, provided that the reporting person is serving on the board or applicable board committee on the vesting date.
Hamilton Lane INC
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy: The 2006 Berkman Trust for David J. Berkman Family | 25,000 |
Reported balance
After 2026-06-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-11 · Purchase · Acquired 15,000 · Balance 25,000 F1: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $75.99 to $76.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote |
| Class A Common StockSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 25,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $75.99 to $76.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote
Palladyne AI Corp.
Report date January 14, 2021 · Filed January 14, 2021
This filing explicitly reported no securities owned.
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 11, 2026 Filed Jun 15, 2026 20:13 UTC | Hamilton Lane INC HLNE · Entity 3823 | PurchaseClass A Common Stock | 15,000 | $76.27 | $1,144,050.00 |
DisclosureSEC source: 0001433642-26-000022 · wk-form4_1781554383.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: The 2006 Berkman Trust for David J. Berkman Family Disclosed balance after: 25,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $75.99 to $76.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 21:06 UTC | Hamilton Lane INC HLNE · Entity 3823 | PurchaseClass A Common Stock | 10,000 | $101.00 | $1,010,000.00 |
DisclosureSEC source: 0001433642-26-000010 · wk-form4_1772053614.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: The 2006 Berkman Trust for David J. Berkman Family Disclosed balance after: 10,000 Read SEC document |
| May 10, 2022 Filed May 11, 2022 17:36 UTC | AUDACY, INC. AUD · Entity 108390 | GrantClass A Common Stock, par value $0.01 per share | 59,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012135 · form4.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,153 F1 · price: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument. Read SEC document |
| May 14, 2021 Filed May 14, 2021 16:19 UTC | AUDACY, INC. AUD · Entity 108390 | GrantClass A Common Stock, par value $0.01 per share | 29,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001067837-21-000030 · edgar.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,040 F1 · price: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 16:57 UTC | AUDACY, INC. ETM · Entity 108390 | GrantClass A Common Stock, par value $0.01 per share | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001067837-20-000048 · edgar.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,483 F1 · price: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument. Read SEC document |
| May 21, 2019 Filed May 23, 2019 18:45 UTC | AUDACY, INC. ETM · Entity 108390 | GrantClass A Common Stock, par value $0.01 per share | 19,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001067837-19-000038 · edgar.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,483 F1 · price: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument. Read SEC document |
| May 16, 2018 Filed May 18, 2018 17:22 UTC | AUDACY, INC. ETM · Entity 108390 | GrantClass A Common Stock, par value $0.01 per share | 15,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001067837-18-000031 · edgar.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,252 F1 · price: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 16:13 UTC | Actua Corp ACTA · Entity 170098 | GrantCommon Stock, par value $.001 per share | 6,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041076 · doc4.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,086 F1 · shares: This amount represents grants of restricted shares granted pursuant to the Actua Third Amended and Restated Non-Management Director Compensation Plan in respect of board and board committee service. These shares will vest on June 16, 2018, provided that the reporting person is serving on the board or applicable board committee on the vesting date. Read SEC document |
| May 10, 2017 Filed May 11, 2017 17:25 UTC | AUDACY, INC. ETM · Entity 108390 | GrantClass A Common Stock, par value $0.01 per share | 11,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001067837-17-000024 · edgar.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,768 F1 · price: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument. Read SEC document |
| February 08, 2017 Filed Feb 8, 2017 17:59 UTC | AUDACY, INC. ETM · Entity 108390 | GrantClass A Common Stock, par value $0.01 per share | 3,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001067837-17-000006 · edgar.xml · nonDerivative · entry 1 BERKMAN DAVID J · CIK 0001185514 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,061 F1 · price: These shares represent restricted stock units subject to time based vesting, as described in the grant instrument. 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.