Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Echo Global Logistics, Inc.ECHO · Entity 133152 | Director | February 24, 2017 | February 28, 2017 |
| Groupon, Inc.GRPN · Entity 5174 | Director | October 19, 2017 | October 23, 2017 |
| TKO Group Holdings, Inc.TKO · Entity 3113 | Director | June 10, 2026 | June 12, 2026 |
| VIVMARK RESIDENTIALEQR · Entity 499 | Director | June 02, 2021 | June 04, 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.
Echo Global Logistics, Inc.
Report date February 24, 2017 · Filed February 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,634 |
Reported balance
After 2017-02-24 transaction · row 1
1 source rowRow 1 · 2017-02-24 · Grant · Acquired 4,396 · Balance 22,634 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 535,001 |
Reported balance
Holding disclosure · report date 2017-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 535,001 F1: The shares of common stock reported on this line are held by Frog Ventures, LLC. Frog Ventures, LLC is owned by the Keywell Family Trust (20%) and Kimberly Keywell (80%), the wife of Bradley A. Keywell. Mr. Keywell disclaims beneficial ownership of the shares held by Frog Ventures, LLC except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 45,000 |
Reported balance
Holding disclosure · report date 2017-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 45,000 F2: The shares of common stock reported on this line are held by the Keywell Family Trust. Mr. and Mrs. Keywell share voting and investment control with respect to shares held by the Keywell Family Trust. Mr. Keywell disclaims beneficial ownership of the shares held by the Keywell Family Trust except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of common stock reported on this line are held by Frog Ventures, LLC. Frog Ventures, LLC is owned by the Keywell Family Trust (20%) and Kimberly Keywell (80%), the wife of Bradley A. Keywell. Mr. Keywell disclaims beneficial ownership of the shares held by Frog Ventures, LLC except to the extent of his pecuniary interest therein.
F2: The shares of common stock reported on this line are held by the Keywell Family Trust. Mr. and Mrs. Keywell share voting and investment control with respect to shares held by the Keywell Family Trust. Mr. Keywell disclaims beneficial ownership of the shares held by the Keywell Family Trust except to the extent of his pecuniary interest therein.
Groupon, Inc.
Report date October 19, 2017 · Filed October 23, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Unit Award (Right to Receive)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 98,941 |
Reported balance
After 2017-10-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-10-19 · Grant · Acquired 3,787 · Balance 98,941 F1: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested.
TKO Group Holdings, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,125 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Exercise / conversion · Acquired 1,237 · Balance 4,125 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-10 · Exercise / conversion · Disposed 1,237 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F2: The RSUs vested on the date of the Issuer's annual stockholder meeting, which was held on June 10, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,123 |
Reported balance
After 2026-06-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-10 · Grant · Acquired 1,123 · Balance 1,123 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F3: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer.
F2: The RSUs vested on the date of the Issuer's annual stockholder meeting, which was held on June 10, 2026.
F3: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant.
VIVMARK RESIDENTIAL
Report date June 02, 2021 · Filed June 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 19,267 |
Last balance in matching sequence
After 2021-06-02 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-06-02 · Exercise / conversion · Acquired 5,815 · Balance 22,925 F1: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Row 2 · 2021-06-02 · Sale · Disposed 3,658 · Balance 19,267 F1: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.19 · Expires 2021-06-16 | Direct | 0 |
Reported balance
After 2021-06-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-06-02 · Exercise / conversion · Disposed 5,815 · Balance 0 |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 13,511 |
Reported balance
Holding disclosure · report date 2021-06-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,511 F2: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan, for the benefit of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct total includes restricted shares of Equity Residential scheduled to vest in the future.
F2: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan, for the benefit of the reporting person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Tempus AI, Inc.
Report date January 15, 2025 · Filed January 22, 2025 · Amendment
Section 16 reporting ended · disclosed 2025-01-22. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy BK TL21 LLC | 15,218,365 |
Last balance in matching sequence
After 2025-01-17 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 1 · 2025-01-15 · Sale · Disposed 161,811 · Balance 16,002,638 F1: Reflects the weighted average price of $35.4219. Actual prices ranged from $35.00 to $36.00. F6: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Row 2 · 2025-01-15 · Sale · Disposed 8,909 · Balance 15,993,729 F2: Reflects the weighted average price of $36.0439. Actual prices ranged from $36.00 to $36.24. F6: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Row 3 · 2025-01-16 · Sale · Disposed 500,364 · Balance 15,493,365 F3: Reflects the weighted average price of $34.8222. Actual prices ranged from $34.75 to $35.75. F6: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Row 4 · 2025-01-16 · Sale · Disposed 10,000 · Balance 15,483,365 F6: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Row 5 · 2025-01-17 · Sale · Disposed 264,852 · Balance 15,218,513 F4: Reflects the weighted average price of $35.1021. Actual prices ranged from $34.75 to $35.75. F6: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Row 6 · 2025-01-17 · Sale · Disposed 148 · Balance 15,218,365 F5: Reflects the weighted average price of $35.7944. Actual prices ranged from $35.75 to $35.8330. F6: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average price of $35.4219. Actual prices ranged from $35.00 to $36.00.
F2: Reflects the weighted average price of $36.0439. Actual prices ranged from $36.00 to $36.24.
F3: Reflects the weighted average price of $34.8222. Actual prices ranged from $34.75 to $35.75.
F4: Reflects the weighted average price of $35.1021. Actual prices ranged from $34.75 to $35.75.
F5: Reflects the weighted average price of $35.7944. Actual prices ranged from $35.75 to $35.8330.
F6: The Reporting Person is the sole manager and the sole member of BK TL21 LLC.
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 19:30 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | GrantRestricted Stock Unit · Derivative | 1,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269926 · ownership.xml · derivative · entry 3 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,123 Underlying: Class A Common Stock · 1,123 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F3 · derivative.exercise_date: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant. F3 · derivative.expiration_date: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 19:30 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | Exercise / conversionRestricted Stock Unit · Derivative | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269926 · ownership.xml · derivative · entry 2 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,237 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The RSUs vested on the date of the Issuer's annual stockholder meeting, which was held on June 10, 2026. F2 · derivative.expiration_date: The RSUs vested on the date of the Issuer's annual stockholder meeting, which was held on June 10, 2026. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 19:30 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | Exercise / conversionClass A Common Stock | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269926 · ownership.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,125 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. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 19:30 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | GrantRestricted Stock Unit · Derivative | 1,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086447 · ownership.xml · derivative · entry 3 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,237 Underlying: Class A Common Stock · 1,237 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F3 · derivative.exercise_date: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant. F3 · derivative.expiration_date: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 19:30 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | Exercise / conversionRestricted Stock Unit · Derivative | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086447 · ownership.xml · derivative · entry 2 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,700 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The RSUs vested on the date of the Issuer's annual stockholder meeting, which was held on June 12, 2025. F2 · derivative.expiration_date: The RSUs vested on the date of the Issuer's annual stockholder meeting, which was held on June 12, 2025. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 19:30 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | Exercise / conversionClass A Common Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086447 · ownership.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,888 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. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 18:15 UTC | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 148 | $35.79 | $5,297.57 |
DisclosureSEC source: 0001493152-25-002849 · ownership.xml · nonDerivative · entry 6 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,218,365 F5 · price: Reflects the weighted average price of $35.7944. Actual prices ranged from $35.75 to $35.8330. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 18:15 UTC | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 264,852 | $35.10 | $9,296,861.39 |
DisclosureSEC source: 0001493152-25-002849 · ownership.xml · nonDerivative · entry 5 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,218,513 F4 · price: Reflects the weighted average price of $35.1021. Actual prices ranged from $34.75 to $35.75. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 16:05 UTC Amendment | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 148 | $35.79 | $5,297.57 |
DisclosureSEC source: 0001493152-25-003223 · ownership.xml · nonDerivative · entry 6 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,218,365 F5 · price: Reflects the weighted average price of $35.7944. Actual prices ranged from $35.75 to $35.8330. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 16:05 UTC Amendment | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 264,852 | $35.10 | $9,296,861.39 |
DisclosureSEC source: 0001493152-25-003223 · ownership.xml · nonDerivative · entry 5 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,218,513 F4 · price: Reflects the weighted average price of $35.1021. Actual prices ranged from $34.75 to $35.75. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 16, 2025 Filed Jan 17, 2025 18:15 UTC | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 10,000 | $35.80 | $358,000.00 |
DisclosureSEC source: 0001493152-25-002849 · ownership.xml · nonDerivative · entry 4 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,483,365 F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 16, 2025 Filed Jan 17, 2025 18:15 UTC | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 500,364 | $34.82 | $17,423,775.28 |
DisclosureSEC source: 0001493152-25-002849 · ownership.xml · nonDerivative · entry 3 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,493,365 F3 · price: Reflects the weighted average price of $34.8222. Actual prices ranged from $34.75 to $35.75. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 16, 2025 Filed Jan 22, 2025 16:05 UTC Amendment | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 10,000 | $35.80 | $358,000.00 |
DisclosureSEC source: 0001493152-25-003223 · ownership.xml · nonDerivative · entry 4 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,483,365 F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 16, 2025 Filed Jan 22, 2025 16:05 UTC Amendment | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 500,364 | $34.82 | $17,423,775.28 |
DisclosureSEC source: 0001493152-25-003223 · ownership.xml · nonDerivative · entry 3 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,493,365 F3 · price: Reflects the weighted average price of $34.8222. Actual prices ranged from $34.75 to $35.75. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 18:15 UTC | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 8,909 | $36.04 | $321,115.11 |
DisclosureSEC source: 0001493152-25-002849 · ownership.xml · nonDerivative · entry 2 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,993,729 F2 · price: Reflects the weighted average price of $36.0439. Actual prices ranged from $36.00 to $36.24. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 18:15 UTC | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 161,811 | $35.42 | $5,731,653.06 |
DisclosureSEC source: 0001493152-25-002849 · ownership.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 16,002,638 F1 · price: Reflects the weighted average price of $35.4219. Actual prices ranged from $35.00 to $36.00. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 15, 2025 Filed Jan 22, 2025 16:05 UTC Amendment | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 8,909 | $36.04 | $321,115.11 |
DisclosureSEC source: 0001493152-25-003223 · ownership.xml · nonDerivative · entry 2 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 15,993,729 F2 · price: Reflects the weighted average price of $36.0439. Actual prices ranged from $36.00 to $36.24. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| January 15, 2025 Filed Jan 22, 2025 16:05 UTC Amendment | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 161,811 | $35.42 | $5,731,653.06 |
DisclosureSEC source: 0001493152-25-003223 · ownership.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 16,002,638 F1 · price: Reflects the weighted average price of $35.4219. Actual prices ranged from $35.00 to $36.00. F6 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 08:33 UTC | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 265,784 | $43.17 | $11,473,443.45 |
DisclosureSEC source: 0001493152-24-049737 · ownership.xml · nonDerivative · entry 2 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 16,164,449 F2 · price: Reflects the weighted average price of $43.1683. Actual prices ranged from $43.00 to $43.89. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 08:33 UTC | Tempus AI, Inc. TEM · Entity 1545 | SaleClass A Common Stock | 130,016 | $42.49 | $5,524,366.84 |
DisclosureSEC source: 0001493152-24-049737 · ownership.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 16,430,233 F1 · price: Reflects a weighted average price of $42.4899. Actual prices ranged from $42.00 to $43.00. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| June 17, 2024 Filed Jun 26, 2024 19:17 UTC | Tempus AI, Inc. TEM · Entity 1545 | ConversionSeries G Preferred Stock · Derivative | 15,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-025322 · ownership.xml · derivative · entry 7 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 15,558 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| June 17, 2024 Filed Jun 26, 2024 19:17 UTC | Tempus AI, Inc. TEM · Entity 1545 | ConversionSeries D Preferred Stock · Derivative | 63,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-025322 · ownership.xml · derivative · entry 6 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 63,653 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| June 17, 2024 Filed Jun 26, 2024 19:17 UTC | Tempus AI, Inc. TEM · Entity 1545 | ConversionSeries C Preferred Stock · Derivative | 314,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-025322 · ownership.xml · derivative · entry 5 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 314,338 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| June 17, 2024 Filed Jun 26, 2024 19:17 UTC | Tempus AI, Inc. TEM · Entity 1545 | ConversionSeries B-2 Preferred Stock · Derivative | 166,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-025322 · ownership.xml · derivative · entry 4 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 166,717 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| June 17, 2024 Filed Jun 26, 2024 19:17 UTC | Tempus AI, Inc. TEM · Entity 1545 | ConversionSeries B-1 Preferred Stock · Derivative | 499,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-025322 · ownership.xml · derivative · entry 3 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 499,964 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| June 17, 2024 Filed Jun 26, 2024 19:17 UTC | Tempus AI, Inc. TEM · Entity 1545 | ConversionSeries A Preferred Stock · Derivative | 1,109,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-025322 · ownership.xml · derivative · entry 2 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 1,109,189 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| June 17, 2024 Filed Jun 26, 2024 19:17 UTC | Tempus AI, Inc. TEM · Entity 1545 | ConversionClass A Common Stock | 2,169,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-24-025322 · ownership.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By BK TL21 LLC Disclosed balance after: 16,560,249 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 · price: Each share of Series A Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C Preferred Stock, Series D Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") was convertible at any time, at the holder's election, into Class A Common Stock, on a one-for-one basis, had no expiration date and automatically converted into shares of Class A Common Stock upon the closing of the Issuer's initial public offering. F2 · balance_after: This amount includes an additional 15,830 shares acquired by the Reporting Person on June 17, 2024 in connection with the conversion of the Preferred Stock into Class A Common Stock upon the closing of the Issuer's initial public offering, pursuant to which the Issuer paid accrued and unpaid dividends on such shares of Preferred Stock in shares of Class A Common Stock. This amount was also reflected in the Reporting Person's Form 3 filing on June 20, 2024. The issuance of such shares of Class A Common Stock qualifies for the exemption from Section 16 of the Securities Exchange Act pursuant to Rule 16a-9. F3 · ownership.direct: The Reporting Person is the sole manager and the sole member of BK TL21 LLC. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 19:05 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | GrantRestricted Stock Unit · Derivative | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073921 · ownership.xml · derivative · entry 3 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Underlying: Class A Common Stock · 1,700 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F3 · derivative.exercise_date: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant. F3 · derivative.expiration_date: The RSUs will vest on the date of the Issuer's next annual stockholder meeting immediately following the date of grant. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 19:05 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | Exercise / conversionRestricted Stock Unit · Derivative | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073921 · ownership.xml · derivative · entry 2 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,188 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The restricted stock units vested on the date of the Issuer's annual stockholder meeting, which was held on June 12, 2024. F2 · derivative.expiration_date: The restricted stock units vested on the date of the Issuer's annual stockholder meeting, which was held on June 12, 2024. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 19:05 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | Exercise / conversionClass A Common Stock | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073921 · ownership.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,188 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. Read SEC document |
| January 23, 2024 Filed Jan 23, 2024 21:15 UTC | TKO Group Holdings, Inc. TKO · Entity 3113 | GrantRestricted Stock Units · Derivative | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-006791 · ownership.xml · derivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,188 Underlying: Class A Common Stock · 1,188 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The RSUs were granted on January 23, 2024 and will vest on the date of the Issuer's annual stockholder meeting immediately following the date of grant. F2 · derivative.expiration_date: The RSUs were granted on January 23, 2024 and will vest on the date of the Issuer's annual stockholder meeting immediately following the date of grant. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:18 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,815 | $0.00 Strike: $50.19 | $0.00 |
DisclosureSEC source: 0001127602-21-019260 · form4.xml · derivative · entry 4 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 5,815 shares Expires 2021-06-16 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. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:18 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 3,658 | $79.82 | $291,981.56 |
DisclosureSEC source: 0001127602-21-019260 · form4.xml · nonDerivative · entry 2 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,267 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 20:18 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 5,815 | $50.19 | $291,854.85 |
DisclosureSEC source: 0001127602-21-019260 · form4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,925 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 20:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 963 | $0.00 Strike: $47.36 | $0.00 |
DisclosureSEC source: 0001127602-21-011906 · form4.xml · derivative · entry 3 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 963 shares Expires 2021-04-08 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. F3 · derivative.exercise_date: Represents share options which vested in three equal installments on April 8, 2012, April 8, 2013 and April 8, 2014. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 20:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 963 | $47.36 | $45,607.68 |
DisclosureSEC source: 0001127602-21-011906 · form4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,110 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:23 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,163 | $46.23 | $99,995.49 |
DisclosureSEC source: 0001127602-20-023845 · form4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,147 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 21:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-017988 · doc4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,100 F1 · shares: Represents restricted shares granted for prospective service from the 2020 Annual Meeting of Shareholders to the 2021 Annual Meeting of Shareholders which are scheduled to vest on June 25, 2021. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 20:41 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023231 · form4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,361 F1 · shares: Represents restricted shares granted for prospective service from the 2019 Annual Meeting of Shareholders to the 2020 Annual Meeting of Shareholders which are scheduled to vest on June 27, 2020. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 20:35 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021184 · form4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,746 F1 · shares: Represents restricted shares granted for prospective service from the 2018 Annual Meeting of Shareholders to the 2019 Annual Meeting of Shareholders which are scheduled to vest on June 14, 2019. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 18:12 UTC | Groupon, Inc. GRPN · Entity 5174 | GrantDeferred Stock Unit Award (Right to Receive) · Derivative | 3,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001490281-17-000129 · wf-form4_150879670860436.xml · derivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,941 Underlying: Common Stock · 3,787 shares Expires not disclosed F1 · derivative.exercise_date: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. F1 · derivative.expiration_date: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. Read SEC document |
| July 18, 2017 Filed Jul 20, 2017 17:27 UTC | Groupon, Inc. GRPN · Entity 5174 | GrantDeferred Stock Unit Award (Right to Receive) · Derivative | 4,758 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001490281-17-000102 · wf-form4_150058605794092.xml · derivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,154 Underlying: Common Stock · 4,758 shares Expires not disclosed F1 · derivative.exercise_date: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. F1 · derivative.expiration_date: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:18 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021749 · form4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,274 F1 · shares: Represents restricted shares granted for prospective service from the 2017 Annual Meeting of Shareholders to the 2018 Annual Meeting of Shareholders which are scheduled to vest on June 15, 2018. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 17:58 UTC | Groupon, Inc. GRPN · Entity 5174 | GrantCommon Stock | 48,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-17-000088 · wf-form4_149756389369787.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,736 F1 · kind: 100% of the restricted stock units granted on June 13, 2017 will vest on June 13, 2018, subject to Mr. Keywell's continued service as a director of the Issuer through the vesting date. Read SEC document |
| April 20, 2017 Filed Apr 24, 2017 19:24 UTC | Groupon, Inc. GRPN · Entity 5174 | GrantDeferred Stock Unit Award (Right to Receive) · Derivative | 4,807 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001490281-17-000053 · wf-form4_149307623742345.xml · derivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,396 Underlying: Common Stock · 4,807 shares Expires not disclosed F1 · derivative.exercise_date: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. F1 · derivative.expiration_date: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,894 | $52.79 | $99,984.26 |
DisclosureSEC source: 0001127602-17-009248 · form4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,282 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 19:52 UTC | Echo Global Logistics, Inc. ECHO · Entity 133152 | GrantCommon Stock | 4,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-012704 · a4.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,634 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 17:59 UTC | Groupon, Inc. GRPN · Entity 5174 | GrantDeferred Stock Unit Award (Right to Receive) · Derivative | 5,326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001490281-17-000010 · wf-form4_148642196860690.xml · derivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,589 Underlying: Common Stock · 5,326 shares Expires not disclosed F1 · derivative.exercise_date: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. F1 · derivative.expiration_date: Mr. Keywell has received an exempt award of Deferred Stock Units ("DSUs") under the Groupon, Inc. Non-Employee Director Compensation Plan. DSUs represent a right to receive shares of Groupon's Common Stock (or, in the sole discretion of Groupon's Board of Directors following a change in control, cash, securities or a combination of cash and securities equal to the fair market value thereof) upon termination of service as a Director of Groupon. Mr. Keywell has elected to receive DSUs in lieu of the annual retainer fees payable for services on the Groupon's Board of Directors and any committees thereof. The DSUs are awarded on the date such fees would otherwise be payable (i.e., quarterly in arrears). The DSUs are immediately vested. Read SEC document |
| October 31, 2016 Filed Oct 31, 2016 17:32 UTC | Groupon, Inc. GRPN · Entity 5174 | ConversionClass B Common Stock · Derivative | 400,008 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001490281-16-000218 · wf-form4_147794955622103.xml · derivative · entry 3 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Rugger Ventures LLC Disclosed balance after: 0 Underlying: Common Stock · 400,008 shares Expires 2016-10-31 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 · security: On October 31, 2016, each share of the Issuer's Class A Common Stock and Class B Common Stock automatically converted on a 1-for-1 basis into a new class of stock designated Common Stock pursuant to the terms of the Issuer's amended and restated certificate of incorporation (the "Conversion"). F2 · kind: These shares were previously reported as shares of Class B common stock held by Mr. Keywell, which automatically converted into Common Stock pursuant to the Conversion. This was not an open market purchase or sale of securities. F2 · shares: These shares were previously reported as shares of Class B common stock held by Mr. Keywell, which automatically converted into Common Stock pursuant to the Conversion. This was not an open market purchase or sale of securities. F1 · derivative.expiration_date: On October 31, 2016, each share of the Issuer's Class A Common Stock and Class B Common Stock automatically converted on a 1-for-1 basis into a new class of stock designated Common Stock pursuant to the terms of the Issuer's amended and restated certificate of incorporation (the "Conversion"). F4 · ownership.nature: The shares of Common Stock reported on this line are held by Rugger Ventures LLC, an entity owned by Kimberly Keywell (80%), the wife of Bradley A. Keywell, and Mr. Keywell's children (20%). Read SEC document |
| October 31, 2016 Filed Oct 31, 2016 17:32 UTC | Groupon, Inc. GRPN · Entity 5174 | ConversionCommon Stock | 400,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001490281-16-000218 · wf-form4_147794955622103.xml · nonDerivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Rugger Ventures LLC Disclosed balance after: 30,725,038 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 · security: On October 31, 2016, each share of the Issuer's Class A Common Stock and Class B Common Stock automatically converted on a 1-for-1 basis into a new class of stock designated Common Stock pursuant to the terms of the Issuer's amended and restated certificate of incorporation (the "Conversion"). F2 · kind: These shares were previously reported as shares of Class B common stock held by Mr. Keywell, which automatically converted into Common Stock pursuant to the Conversion. This was not an open market purchase or sale of securities. F2 · shares: These shares were previously reported as shares of Class B common stock held by Mr. Keywell, which automatically converted into Common Stock pursuant to the Conversion. This was not an open market purchase or sale of securities. F3 · balance_after: Prior to the Conversion, these shares were reported as shares of Class A common stock and Class B Common Stock held by Rugger Ventures LLC. F4 · ownership.nature: The shares of Common Stock reported on this line are held by Rugger Ventures LLC, an entity owned by Kimberly Keywell (80%), the wife of Bradley A. Keywell, and Mr. Keywell's children (20%). 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.