Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERC HOLDINGS INCHRI · Entity 3949 | Director | May 13, 2021 | May 17, 2021 |
| Jefferies Financial Group Inc.JEF · Entity 3502 | Director | March 26, 2026 | March 28, 2026 |
| SANDRIDGE ENERGY INCSD · Entity 2054 | Director | June 10, 2026 | June 12, 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.
HERC HOLDINGS INC
Report date May 13, 2021 · Filed May 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 8,431 |
Reported balance
After 2021-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-05-13 · Grant · Acquired 1,034 · Balance 8,431 F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control). F3: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock.
F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control).
F3: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution.
Jefferies Financial Group Inc.
Report date March 26, 2026 · Filed March 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,293 |
Reported balance
After 2026-03-26 transaction · row 1
1 source rowRow 1 · 2026-03-26 · Grant · Acquired 5,461 · Balance 57,293 F1: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.
SANDRIDGE ENERGY INC
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,804 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 9,804 · Balance 9,804 F1: Reflects shares of restricted stock granted on June 10, 2026, which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of restricted stock granted on June 10, 2026, which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders.
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 10, 2026 Filed Jun 12, 2026 20:48 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 9,804 | $15.30 | $150,001.20 |
DisclosureSEC source: 0001715063-26-000007 · primarydocument.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,804 F1 · shares: Reflects shares of restricted stock granted on June 10, 2026, which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders. Read SEC document |
| March 26, 2026 Filed Mar 28, 2026 01:26 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 5,461 | $40.28 | $219,969.08 |
DisclosureSEC source: 0001214659-26-003950 · marketforms-72786.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,293 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 27, 2025 Filed Mar 29, 2025 00:03 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 4,047 | $54.35 | $219,954.45 |
DisclosureSEC source: 0001214659-25-004999 · marketforms-69047.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,832 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 28, 2024 Filed Mar 29, 2024 01:06 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 4,648 | $44.10 | $204,976.80 |
DisclosureSEC source: 0001214659-24-005539 · marketforms-65409.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,785 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 00:57 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 6,583 | $31.14 | $204,994.62 |
DisclosureSEC source: 0001214659-23-004536 · marketforms-61112.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,137 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 20:23 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 265 | $28.25 | $7,486.25 |
DisclosureSEC source: 0001214659-22-008488 · marketforms-56559.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,554 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 20:30 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 5,697 | $33.35 | $189,994.95 |
DisclosureSEC source: 0001214659-22-004588 · marketforms-55924.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,289 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:39 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017043 · form4.xml · derivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,431 Underlying: Common Stock · 1,034 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 21:00 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 6,109 | $31.10 | $189,989.90 |
DisclosureSEC source: 0001214659-21-003615 · marketforms-52147.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,592 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:33 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 4,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016933 · form4.xml · derivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,397 Underlying: Common Stock · 4,819 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2021 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2021 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| April 17, 2020 Filed Apr 20, 2020 22:00 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 14,393 | $13.20 | $189,987.60 |
DisclosureSEC source: 0001214659-20-003534 · marketforms-48596.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,483 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Directors' Stock Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 16, 2019 Filed May 20, 2019 21:50 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019195 · form4.xml · derivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,578 Underlying: Common Stock · 2,578 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2020 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2020 annual meeting of stockholders (or, if earlier following a change of control). Read SEC document |
| March 28, 2019 Filed Mar 29, 2019 22:00 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 10,090 | $18.83 | $189,994.70 |
DisclosureSEC source: 0001214659-19-002385 · marketforms-44716.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,090 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Directors' Stock Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:30 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018148 · form4.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,746 F1 · shares: Award of 1,704 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately preceding the date of the Issuer's 2019 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. F1 · balance_after: Award of 1,704 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately preceding the date of the Issuer's 2019 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 20:27 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantCommon Stock | 2,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026207 · form4.xml · nonDerivative · entry 1 Katz Jacob M · CIK 0001715063 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,042 F1 · shares: Award of 2,042 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately proceeding the date of the Issuer's 2018 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the vesting date. F1 · balance_after: Award of 2,042 restricted stock units, each of which represents the right to receive one share of the Issuer's common stock on the vesting date, which is the business day immediately proceeding the date of the Issuer's 2018 annual meeting of stockholders, subject to the Reporting Person's continued membership on the Issuer's Board of Directors through the 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.