Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everpure, Inc.P · Entity 3140 | Director | June 01, 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.
Everpure, Inc.
Report date June 01, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,250 |
Ending reported balance
After 2026-06-10 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2026-06-01 · Other · Disposed 12,811 · Balance 4,735 F1: On June 1, 2026, the Reporting Person contributed 12,811 shares of Class A Common Stock to the Scott Dietzen 2022 Revocable Trust of which the Reporting Person is the Trustee. Row 3 · 2026-06-10 · Grant · Acquired 3,515 · Balance 8,250 F3: The shares of Class A Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. 100% of the shares subject to the Restricted Stock Unit award will vest on June 10, 2027, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2015 Equity Incentive Plan) on the vesting date, and provided that if the Reporting Person voluntarily resigns as a Director, then the shares subject to the Restricted Stock Unit award will vest as of the effective date of the resignation as to 1/365 of the shares subject to the award multiplied by the number of days of the Reporting Person's service between the date of grant and the effective date of the resignation. F4: The Restricted Stock Unit award shall be subject to accelerated vesting as follows: In the event of a Change in Control or a Corporate Transaction (each, as defined in the Issuer's 2015 Equity Incentive Plan), the shares subject to the Restricted Stock Unit award will fully vest as of immediately prior to the effective time of such Change in Control or Corporate Transaction, subject to the Reporting Person's Continuous Service on the effective date of such Change in Control or Corporate Transaction. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 658,782 |
Reported balance
After 2026-06-01 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-06-01 · Other · Acquired 12,811 · Balance 658,782 F1: On June 1, 2026, the Reporting Person contributed 12,811 shares of Class A Common Stock to the Scott Dietzen 2022 Revocable Trust of which the Reporting Person is the Trustee. F2: Shares are held by the Scott Dietzen 2022 Revocable Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 100,000 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 100,000 F5: Shares are held by Cather GST Exempt Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 100,000 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 100,000 F6: Shares are held by Miles GST Exempt Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 1, 2026, the Reporting Person contributed 12,811 shares of Class A Common Stock to the Scott Dietzen 2022 Revocable Trust of which the Reporting Person is the Trustee.
F2: Shares are held by the Scott Dietzen 2022 Revocable Trust.
F3: The shares of Class A Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. 100% of the shares subject to the Restricted Stock Unit award will vest on June 10, 2027, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2015 Equity Incentive Plan) on the vesting date, and provided that if the Reporting Person voluntarily resigns as a Director, then the shares subject to the Restricted Stock Unit award will vest as of the effective date of the resignation as to 1/365 of the shares subject to the award multiplied by the number of days of the Reporting Person's service between the date of grant and the effective date of the resignation.
F4: The Restricted Stock Unit award shall be subject to accelerated vesting as follows: In the event of a Change in Control or a Corporate Transaction (each, as defined in the Issuer's 2015 Equity Incentive Plan), the shares subject to the Restricted Stock Unit award will fully vest as of immediately prior to the effective time of such Change in Control or Corporate Transaction, subject to the Reporting Person's Continuous Service on the effective date of such Change in Control or Corporate Transaction.
F5: Shares are held by Cather GST Exempt Trust.
F6: Shares are held by Miles GST Exempt Trust.
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 |
|---|---|---|---|---|---|---|
| December 05, 2017 Filed Dec 7, 2017 23:40 UTC | Everpure, Inc. PSTG · Entity 3140 | ConversionClass A Common Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-064543 · doc4.xml · nonDerivative · entry 2 Dietzen Scott · CIK 0001651908 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 100,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock at the election of the Reporting Person. F2 · price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Upon the closing of the issuer's sale of its Class A Common Stock in its firm commitment underwritten initial public offering pursuant to a registration statement on Form S-1 (File No. 333-206312) under the Securities Act of 1933, as amended, the Class B Common Stock will convert automatically into Class A Common Stock on the same basis upon the earlier of: (i) any transfer, whether or not for value, except for certain "Permitted Transfers" as defined in the Issuer's restated certificate of incorporation in effect as of the date hereof, (ii) the affirmative vote of the holders of Class B Common Stock representing not less than a majority of the outstanding shares of Class B Common Stock, or (iii) October 6, 2025. F3 · ownership.nature: Shares are held by Scott Dietzen and Katherine Dietzen, Co-Trustees of the Dietzen Living Trust, dated January 16, 2009. Read SEC document |
| October 06, 2017 Filed Oct 11, 2017 20:55 UTC | Everpure, Inc. PSTG · Entity 3140 | SaleClass A Common Stock | 1,853 | $15.55 | $28,808.22 |
DisclosureSEC source: 0001209191-17-056657 · doc4.xml · nonDerivative · entry 1 Dietzen Scott · CIK 0001651908 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,363 F1 · kind: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs previously reported on a Form 4 filed on April 3, 2017 pursuant to mandatory "sell to cover" provisions contained in the Reporting Person's RSU Agreement, and does not represent a discretionary sale by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.52 to $15.59 per share, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 06, 2017 Filed Jul 7, 2017 23:38 UTC | Everpure, Inc. PSTG · Entity 3140 | SaleClass A Common Stock | 1,843 | $12.78 | $23,561.65 |
DisclosureSEC source: 0001209191-17-044456 · doc4.xml · nonDerivative · entry 1 Dietzen Scott · CIK 0001651908 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,216 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs previously reported on a Form 4 filed on April 3, 2017 pursuant to mandatory "sell to cover" provisions contained in the Reporting Person's RSU Agreement, and does not represent a discretionary sale by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.7727 to $12.785 per share, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 30, 2017 Filed Apr 4, 2017 00:05 UTC | Everpure, Inc. PSTG · Entity 3140 | GrantClass A Common Stock | 19,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024323 · doc4.xml · nonDerivative · entry 3 Dietzen Scott · CIK 0001651908 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,059 F4 · shares: The shares of Class A Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. The Restricted Stock Units shall vest as follows: 1/4th of the shares subject to the Restricted Stock Units will vest quarterly over the one-year period following April 5, 2019, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2015 Equity Incentive Plan) through such dates - meaning 1/4th vests on each of July 5, October 5, January 5 and April 5 over the applicable year-long period. Read SEC document |
| March 30, 2017 Filed Apr 4, 2017 00:05 UTC | Everpure, Inc. PSTG · Entity 3140 | GrantClass A Common Stock | 19,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024323 · doc4.xml · nonDerivative · entry 2 Dietzen Scott · CIK 0001651908 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,827 F3 · shares: The shares of Class A Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. The Restricted Stock Units shall vest as follows: 1/4th of the shares subject to the Restricted Stock Units will vest quarterly over the one-year period following April 5, 2018, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2015 Equity Incentive Plan) through such dates - meaning 1/4th vests on each of July 5, October 5, January 5 and April 5 over the applicable year-long period. Read SEC document |
| March 30, 2017 Filed Apr 4, 2017 00:05 UTC | Everpure, Inc. PSTG · Entity 3140 | GrantClass A Common Stock | 19,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024323 · doc4.xml · nonDerivative · entry 1 Dietzen Scott · CIK 0001651908 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,595 F1 · shares: The shares of Class A Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. The Restricted Stock Units shall vest as follows: 1/4th of the shares subject to the Restricted Stock Units will vest quarterly over the one-year period following April 5, 2017, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2015 Equity Incentive Plan) through such dates - meaning 1/4th vests on each of July 5, October 5, January 5 and April 5 over the applicable year-long period. F2 · balance_after: Includes 2,022 shares of Class A Common Stock that were acquired by the Reporting Person on March 15, 2017 pursuant to the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 01:32 UTC | Everpure, Inc. PSTG · Entity 3140 | GrantClass A Common Stock | 52,400 | $9.46 | $495,766.88 |
DisclosureSEC source: 0001209191-17-018527 · doc4.xml · nonDerivative · entry 1 Dietzen Scott · CIK 0001651908 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,341 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.34 to $9.64 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the footnote. F2 · balance_after: Includes 2,941 shares of Class A Common Stock that were acquired by the Reporting Person on March 15, 2016 pursuant to the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 03, 2017 Filed Dec 23, 2020 22:00 UTC Amendment | Everpure, Inc. PSTG · Entity 3140 | PurchaseClass A Common Stock | 52,400 | $9.46 | $495,766.88 |
DisclosureSEC source: 0001209191-20-065032 · doc4a.xml · nonDerivative · entry 1 Dietzen Scott · CIK 0001651908 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 52,400 F1 · kind: See remarks below. F2 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.34 to $9.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · balance_after: This amount reflects the correction with respect to the Amount of Securities Beneficially Owned (Directly and Indirectly) Following the Reported Transaction(s) described in the Form 4 filed by the Reporting Person on March 6, 2017. F4 · ownership.nature: Shares are held by Scott Dietzen and Katherine Dietzen, Co-Trustees of the Dietzen Living Trust, dated January 16, 2009. 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.