Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AerSale CorpASLE · Entity 1521 | Director | June 05, 2026 | June 09, 2026 |
| Copa Holdings, S.A.CPA · Entity 3891 | Director | March 18, 2026 | April 06, 2026 |
| United Airlines Holdings, Inc.UAL · Entity 3116 | EVP & CFO | February 28, 2018 | March 02, 2018 |
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.
AerSale Corp
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,528 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 19,623 · Balance 80,528 F1: Represents an award of restricted stock units granted under the Second Amended and Restated Non-Employee Director Compensation Policy, which will vest 100% on 6/05/2027, subject to continued service on the Issuer's Board of Directors through such date. Each restricted stock unit will convert into one share of the Issuer's common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units granted under the Second Amended and Restated Non-Employee Director Compensation Policy, which will vest 100% on 6/05/2027, subject to continued service on the Issuer's Board of Directors through such date. Each restricted stock unit will convert into one share of the Issuer's common stock upon vesting.
Copa Holdings, S.A.
Report date March 18, 2026 · Filed April 06, 2026
This filing explicitly reported no securities owned.
United Airlines Holdings, Inc.
Report date February 28, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,902 |
Ending reported balance
After 2018-02-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-02-28 · Exercise / conversion · Acquired 5,054 · Balance 35,253 F1: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. Row 2 · 2018-02-28 · Tax withholding · Disposed 1,795 · Balance 33,458 F3: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the RSU award granted on February 23, 2017. Row 3 · 2018-02-28 · Tax withholding · Disposed 556 · Balance 32,902 F4: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the restricted stock award granted on August 22, 2016. This award vests in 1/3 annual installments on February 28, 2017, 2018 and 2019. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,110 |
Reported balance
After 2018-02-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-28 · Exercise / conversion · Disposed 5,054 · Balance 10,110 F5: Each RSU represents the economic equivalent of one share of UAL common stock and is settled in shares of UAL common stock upon vesting. F1: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock.
F2: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020.
F3: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the RSU award granted on February 23, 2017.
F4: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the restricted stock award granted on August 22, 2016. This award vests in 1/3 annual installments on February 28, 2017, 2018 and 2019.
F5: Each RSU represents the economic equivalent of one share of UAL common stock and is settled in shares of UAL common stock upon vesting.
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 05, 2026 Filed Jun 9, 2026 21:28 UTC | AerSale Corp ASLE · Entity 1521 | GrantCommon Stock | 19,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-071939 · tm2617360-3_4seq1.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,528 F1 · shares: Represents an award of restricted stock units granted under the Second Amended and Restated Non-Employee Director Compensation Policy, which will vest 100% on 6/05/2027, subject to continued service on the Issuer's Board of Directors through such date. Each restricted stock unit will convert into one share of the Issuer's common stock upon vesting. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:59 UTC | AerSale Corp ASLE · Entity 1521 | GrantCommon Stock | 21,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-057868 · tm2517435-2_4seq1.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,905 F1 · shares: Represents an award of restricted stock units granted under the AerSale Corporation Second Amended and Restated Non-Employee Director Compensation Policy, which will vest 100% on 6/05/2026, subject to continued service on the Issuer's Board of Directors through such date. Each restricted stock unit will convert into one share of the Issuer's common stock upon vesting. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 16:56 UTC | AerSale Corp ASLE · Entity 1521 | GrantCommon Stock | 16,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-069486 · tm2416758-4_4seq1.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,538 F1 · shares: Represents an award of restricted stock units granted under the Second Amended and Restated Non-Employee Director Compensation Policy, which will vest 100% on 6/05/2025, subject to continued service on the Issuer's Board of Directors through such date. Each restricted stock unit will convert into one share of the Issuer's common stock upon vesting. Read SEC document |
| August 14, 2023 Filed Aug 14, 2023 21:50 UTC | AerSale Corp ASLE · Entity 1521 | PurchaseCommon Stock | 4,000 | $11.08 | $44,320.00 |
DisclosureSEC source: 0001104659-23-091553 · tm2323770-1_4seq1.xml · nonDerivative · entry 2 Levy Andrew C · CIK 0001382435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,578 F2 · shares: On August 14, 2023, the Reporting Person made a private purchase in the open market of 4,000 shares of Common Stock, par value $0.001 per share. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 21:50 UTC | AerSale Corp ASLE · Entity 1521 | PurchaseCommon Stock | 10,000 | $10.88 | $108,800.00 |
DisclosureSEC source: 0001104659-23-091553 · tm2323770-1_4seq1.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,578 F1 · shares: On August 11, 2023, the Reporting Person made a private purchase in the open market of 10,000 shares of Common Stock, par value $0.001 per share. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 21:47 UTC | AerSale Corp ASLE · Entity 1521 | GrantCommon Stock | 6,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-071289 · tm2318737-3_4seq1.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,578 F1 · shares: Represents an award of restricted stock units that will vest on 6/12/2024. Each restricted stock unit will convert into one share of the Issuer's common stock upon vesting. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 20:07 UTC | AerSale Corp ASLE · Entity 1521 | GrantCommon Stock | 2,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-047192 · tm2313238-2_4seq1.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,486 F1 · shares: Represents an award of restricted stock units that will vest on April 17, 2024. Each restricted stock unit will convert into one share of the Issuer's common stock upon vesting. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:53 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionRestricted Stock Units · Derivative | 5,054 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006236 · doc4.xml · derivative · entry 4 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,110 Underlying: Common Stock · 5,054 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. F5 · derivative.exercise_price: Each RSU represents the economic equivalent of one share of UAL common stock and is settled in shares of UAL common stock upon vesting. F1 · kind: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · derivative.exercise_date: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. F2 · derivative.expiration_date: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:53 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 556 | $67.79 | $37,691.24 |
DisclosureSEC source: 0000899243-18-006236 · doc4.xml · nonDerivative · entry 3 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,902 F4 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the restricted stock award granted on August 22, 2016. This award vests in 1/3 annual installments on February 28, 2017, 2018 and 2019. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:53 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 1,795 | $67.79 | $121,683.05 |
DisclosureSEC source: 0000899243-18-006236 · doc4.xml · nonDerivative · entry 2 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,458 F3 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the RSU award granted on February 23, 2017. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:53 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Exercise / conversionCommon Stock | 5,054 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006236 · doc4.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,253 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: Represents the settlement upon vesting of restricted stock units ("RSUs") into UAL common stock. F2 · kind: The RSUs were granted on February 23, 2017 and vest in 1/3 annual installments on February 28, 2018, 2019 and 2020. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 22:55 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantRestricted Stock Units · Derivative | 16,951 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005365 · doc4.xml · derivative · entry 1 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,951 Underlying: Common Stock · 16,951 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the economic equivalent of one share of UAL common stock and shall be settled in shares of UAL common stock upon vesting. F2 · derivative.exercise_date: The RSUs vest in three installments of 5,650 RSUs on February 28, 2019, 5,650 RSUs on February 28, 2020 and 5,651 RSUs on February 28, 2021. F2 · derivative.expiration_date: The RSUs vest in three installments of 5,650 RSUs on February 28, 2019, 5,650 RSUs on February 28, 2020 and 5,651 RSUs on February 28, 2021. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:10 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | PurchaseCommon Stock | 10,000 | $74.81 | $748,131.00 |
DisclosureSEC source: 0000899243-17-006133 · doc4.xml · nonDerivative · entry 2 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,199 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $74.79 to $ 74.84 inclusive. The reporting person undertakes to provide to UAL, any security holder of UAL or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in the Form 4. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:10 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | Tax withholdingCommon Stock | 592 | $74.09 | $43,861.28 |
DisclosureSEC source: 0000899243-17-006133 · doc4.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,199 F1 · kind: This transaction represents the withholding of shares to pay tax withholding obligations associated with the vesting of the restricted stock award granted on August 22, 2016. This award vests in three installments of 1,930 shares on February 28, 2017, 1,930 shares on February 28, 2018 and 1,931 shares on February 28, 2019. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:49 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantRestricted Stock Units · Derivative | 15,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005448 · doc4.xml · derivative · entry 1 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,164 Underlying: Common Stock · 15,164 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the economic equivalent of one share of UAL common stock and shall be settled in shares of UAL common stock upon vesting. F2 · derivative.exercise_date: The RSUs vest in three installments of 5,054 RSUs on February 28, 2018, 5,055 RSUs on February 28, 2019 and 5,055 RSUs on February 28, 2020. F2 · derivative.expiration_date: The RSUs vest in three installments of 5,054 RSUs on February 28, 2018, 5,055 RSUs on February 28, 2019 and 5,055 RSUs on February 28, 2020. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 21:16 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | PurchaseCommon Stock | 15,000 | $50.96 | $764,392.50 |
DisclosureSEC source: 0000899243-16-028545 · doc4.xml · nonDerivative · entry 1 Levy Andrew C · CIK 0001382435 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,791 F1 · price: The price reported is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $50.950 to $50.960, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range. 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.