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 |
|---|---|---|---|---|---|---|
| October 20, 2016 Filed Oct 24, 2016 18:22 UTC | Groupon, Inc. GRPN · Entity 5174 | GrantDeferred Stock Unit Award (Right to Receive) · Derivative | 3,735 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001490281-16-000203 · wf-form4_147734774744520.xml · derivative · entry 1 KEYWELL BRADLEY A · CIK 0001114238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,263 Underlying: Class A Common Stock · 3,735 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.