Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lumentum Holdings Inc.LITE · Entity 2957 | Director | November 17, 2023 | November 22, 2023 |
| TWFG, Inc.TWFG · Entity 5723 | Director | March 31, 2026 | April 02, 2026 |
| VALVOLINE INCVVV · Entity 1678 | Director | January 28, 2026 | January 29, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Lumentum Holdings Inc.
Report date November 17, 2023 · Filed November 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,040 |
Reported balance
After 2023-11-17 transaction · row 1
1 source rowRow 1 · 2023-11-17 · Grant · Acquired 5,416 · Balance 15,040 F1: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of November 17, 2024 or the day prior to the the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of November 17, 2024 or the day prior to the the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan.
TWFG, Inc.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,617 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 4,000 · Balance 12,617 F1: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.
VALVOLINE INC
Report date January 28, 2026 · Filed January 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| FY 2026 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,300 |
Reported balance
After 2026-01-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-28 · Grant · Acquired 4,300 · Balance 4,300 F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2: Represents annual award of restricted stock units pursuant to the Valvoline Inc. 2026 Omnibus Incentive Plan. F3: The restricted stock units vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement of the award until separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis.
F2: Represents annual award of restricted stock units pursuant to the Valvoline Inc. 2026 Omnibus Incentive Plan.
F3: The restricted stock units vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement of the award until separation from service.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Allegiance Bancshares, Inc.
Report date September 29, 2022 · Filed October 03, 2022
Section 16 reporting ended · disclosed 2022-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-09-29 · Disposition to issuer · Disposed 387 · Balance 2,042 F1: On October 1, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 5, 2021, by and between CBTX, Inc. ("CBTX") and Allegiance Bancshares, Inc. ("Allegiance"), Allegiance merged with and into CBTX, with CBTX as the surviving corporation (the "Merger"). In connection with the Merger, each outstanding share of Allegiance common stock (including vested restricted stock awards), subject to certain limited exceptions, was converted into the right to receive 1.4184 shares of CBTX common stock (the "exchange ratio"), with cash payable in lieu of any fractional share. In accordance with the reporting person's restricted stock award agreement, in connection with the Merger, 387 shares of restricted stock were forfeited as of the day prior to the closing date and the reporting person's remaining shares of restricted stock vested. F2: In connection with the Merger, the reporting person received CBTX common stock in exchange for all of the reporting person's shares of Allegiance common stock (including the foregoing vested restricted stock awards), with cash received in lieu of a fractional share, in each case without interest. Row 2 · 2022-10-01 · Disposition to issuer · Disposed 2,042 · Balance 0 F1: On October 1, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 5, 2021, by and between CBTX, Inc. ("CBTX") and Allegiance Bancshares, Inc. ("Allegiance"), Allegiance merged with and into CBTX, with CBTX as the surviving corporation (the "Merger"). In connection with the Merger, each outstanding share of Allegiance common stock (including vested restricted stock awards), subject to certain limited exceptions, was converted into the right to receive 1.4184 shares of CBTX common stock (the "exchange ratio"), with cash payable in lieu of any fractional share. In accordance with the reporting person's restricted stock award agreement, in connection with the Merger, 387 shares of restricted stock were forfeited as of the day prior to the closing date and the reporting person's remaining shares of restricted stock vested. F2: In connection with the Merger, the reporting person received CBTX common stock in exchange for all of the reporting person's shares of Allegiance common stock (including the foregoing vested restricted stock awards), with cash received in lieu of a fractional share, in each case without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 1, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 5, 2021, by and between CBTX, Inc. ("CBTX") and Allegiance Bancshares, Inc. ("Allegiance"), Allegiance merged with and into CBTX, with CBTX as the surviving corporation (the "Merger"). In connection with the Merger, each outstanding share of Allegiance common stock (including vested restricted stock awards), subject to certain limited exceptions, was converted into the right to receive 1.4184 shares of CBTX common stock (the "exchange ratio"), with cash payable in lieu of any fractional share. In accordance with the reporting person's restricted stock award agreement, in connection with the Merger, 387 shares of restricted stock were forfeited as of the day prior to the closing date and the reporting person's remaining shares of restricted stock vested.
F2: In connection with the Merger, the reporting person received CBTX common stock in exchange for all of the reporting person's shares of Allegiance common stock (including the foregoing vested restricted stock awards), with cash received in lieu of a fractional share, in each case without interest.
Enviva, LLC
Report date December 06, 2024 · Filed December 10, 2024
Section 16 reporting ended · disclosed 2024-12-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-12-06 transaction · row 1
1 source rowRow 1 · 2024-12-06 · Disposition to issuer · Disposed 38,485 · Balance 0 F1: On March 12, 2024, Enviva Inc., a Delaware corporation (the "Issuer") and certain subsidiaries of the Issuer (collectively, the "Debtors") filed voluntary petitions for reorganization under Chapter 11 of Title 11 of the United States Code in the United States Bankruptcy Court for the Eastern District of Virginia (the "Bankruptcy Court"). The Issuer also filed motions with the Bankruptcy Court seeking joint administration of the Debtors' cases under the caption In re Enviva Inc., et al., Case No. 24-10453 (the "Chapter 11 Cases"). On November 14, 2024, the Bankruptcy Court entered an order confirming the Debtors' Amended and Restated Joint Chapter 11 Plan of Reorganization of Enviva Inc. and Its Debtor Affiliates, dated as of October 4, 2024 (the "Plan"), and on December 6, 2024 (the "Effective Date"), the Plan became effective in accordance with its terms, and the Debtors emerged from the Chapter 11 Cases. F2: On the Effective Date, pursuant to the terms of the Plan, the Issuer's common stock, including any options, warrants, restricted stock units, and any other rights or agreements to acquire such common stock, outstanding immediately before the Effective Date was canceled, released, discharged, and extinguished. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 12, 2024, Enviva Inc., a Delaware corporation (the "Issuer") and certain subsidiaries of the Issuer (collectively, the "Debtors") filed voluntary petitions for reorganization under Chapter 11 of Title 11 of the United States Code in the United States Bankruptcy Court for the Eastern District of Virginia (the "Bankruptcy Court"). The Issuer also filed motions with the Bankruptcy Court seeking joint administration of the Debtors' cases under the caption In re Enviva Inc., et al., Case No. 24-10453 (the "Chapter 11 Cases"). On November 14, 2024, the Bankruptcy Court entered an order confirming the Debtors' Amended and Restated Joint Chapter 11 Plan of Reorganization of Enviva Inc. and Its Debtor Affiliates, dated as of October 4, 2024 (the "Plan"), and on December 6, 2024 (the "Effective Date"), the Plan became effective in accordance with its terms, and the Debtors emerged from the Chapter 11 Cases.
F2: On the Effective Date, pursuant to the terms of the Plan, the Issuer's common stock, including any options, warrants, restricted stock units, and any other rights or agreements to acquire such common stock, outstanding immediately before the Effective Date was canceled, released, discharged, and extinguished.
Lucid Group, Inc.
Report date June 04, 2026 · Filed June 08, 2026
Section 16 reporting ended · disclosed 2026-06-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 29,615 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 2,924 · Balance 29,615 F1: These RSUs vest in full on the date of the grant in connection with past service. F2: RSUs are settled in shares of Class A Common Stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: These RSUs vest in full on the date of the grant in connection with past service.
F2: RSUs are settled in shares of Class A Common Stock on a one-for-one basis.
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 04, 2026 Filed Jun 8, 2026 20:27 UTC | Lucid Group, Inc. LCID · Entity 1530 | GrantClass A Common Stock | 2,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041603 · wk-form4_1780950473.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,615 F1 · shares: These RSUs vest in full on the date of the grant in connection with past service. F2 · price: RSUs are settled in shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:45 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023094 · wk-form4_1775159126.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,617 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Read SEC document |
| January 28, 2026 Filed Jan 29, 2026 21:35 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2026 Restricted Stock Units · Derivative | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001605432-26-000004 · wk-form4_1769722535.xml · derivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,300 Underlying: Common Stock · 4,300 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2 · shares: Represents annual award of restricted stock units pursuant to the Valvoline Inc. 2026 Omnibus Incentive Plan. F3 · derivative.exercise_date: The restricted stock units vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement of the award until separation from service. F3 · derivative.expiration_date: The restricted stock units vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement of the award until separation from service. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:49 UTC | Lucid Group, Inc. LCID · Entity 1530 | GrantClass A Common Stock | 8,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030252 · wk-form4_1749502139.xml · nonDerivative · entry 2 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,876 F3 · shares: These RSUs vest in full on the date of the grant in connection with past service. F2 · price: RSUs are settled in shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:49 UTC | Lucid Group, Inc. LCID · Entity 1530 | GrantClass A Common Stock | 108,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030252 · wk-form4_1749502139.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,824 F1 · shares: These restricted stock units ("RSUs") will vest in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders held after the date of grant, in each case, subject to the reporting person's continued service on the board of directors through the applicable vesting date. The RSUs are also subject to a deferral election by the reporting person and shares will not be issued until the designated deferred settlement date. F2 · price: RSUs are settled in shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:23 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016139 · wk-form4_1743621778.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,617 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 20:40 UTC | Enviva, LLC EVVAQ · Entity 84963 | Disposition to issuerCommon Stock | 38,485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-127374 · tm2430694-8_4seq1.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On March 12, 2024, Enviva Inc., a Delaware corporation (the "Issuer") and certain subsidiaries of the Issuer (collectively, the "Debtors") filed voluntary petitions for reorganization under Chapter 11 of Title 11 of the United States Code in the United States Bankruptcy Court for the Eastern District of Virginia (the "Bankruptcy Court"). The Issuer also filed motions with the Bankruptcy Court seeking joint administration of the Debtors' cases under the caption In re Enviva Inc., et al., Case No. 24-10453 (the "Chapter 11 Cases"). On November 14, 2024, the Bankruptcy Court entered an order confirming the Debtors' Amended and Restated Joint Chapter 11 Plan of Reorganization of Enviva Inc. and Its Debtor Affiliates, dated as of October 4, 2024 (the "Plan"), and on December 6, 2024 (the "Effective Date"), the Plan became effective in accordance with its terms, and the Debtors emerged from the Chapter 11 Cases. F2 · price: On the Effective Date, pursuant to the terms of the Plan, the Issuer's common stock, including any options, warrants, restricted stock units, and any other rights or agreements to acquire such common stock, outstanding immediately before the Effective Date was canceled, released, discharged, and extinguished. Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:05 UTC | TWFG, Inc. TWFG · Entity 5723 | PurchaseClass A Common Stock | 2,500 | $17.00 | $42,500.00 |
DisclosureSEC source: 0001628280-24-032374 · wk-form4_1721437496.xml · nonDerivative · entry 2 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,029 F1 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| July 17, 2024 Filed Jul 20, 2024 01:05 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 3,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-032374 · wk-form4_1721437496.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,529 Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 22:34 UTC | Lucid Group, Inc. LCID · Entity 1530 | GrantClass A Common Stock | 96,822 | $0.00 | $0.00 |
DisclosureSEC source: 0000929638-24-002089 · form4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,111 F1 · shares: These restricted stock units ("RSUs") will vest in full on the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the next annual meeting of stockholders held after the date of grant, in each case, subject to the reporting person's continued service on the board of directors through the applicable vesting date. F2 · price: RSUs are settled in shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 20:54 UTC | Enviva, LLC EVA · Entity 84963 | Exercise / conversionRestricted Stock Units · Derivative | 3,463 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-010279 · tm244840-10_4seq1.xml · derivative · entry 2 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,463 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_date: On January 31, 2024, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. F1 · derivative.expiration_date: On January 31, 2024, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 20:54 UTC | Enviva, LLC EVA · Entity 84963 | Exercise / conversionCommon Stock | 3,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-010279 · tm244840-10_4seq1.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,485 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 |
| November 17, 2023 Filed Nov 22, 2023 00:50 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 5,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-056399 · doc4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,040 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of November 17, 2024 or the day prior to the the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| April 24, 2023 Filed Apr 27, 2023 01:32 UTC | Lucid Group, Inc. LCID · Entity 1530 | GrantClass A Common Stock | 32,258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-23-006271 · dp192692_4-wong.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,289 F1 · shares: These restricted stock units will vest in full on the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the next annual meeting of stockholders held after the date of grant, in each case, subject to the reporting person's continued service on the board of directors through the applicable vesting date. F1 · price: These restricted stock units will vest in full on the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the next annual meeting of stockholders held after the date of grant, in each case, subject to the reporting person's continued service on the board of directors through the applicable vesting date. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 20:23 UTC | Enviva, LLC EVA · Entity 84963 | Exercise / conversionRestricted Stock Units · Derivative | 2,081 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-010063 · tm235339-16_4seq1.xml · derivative · entry 3 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,081 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 · shares: On February 1, 2023, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. F1 · derivative.exercise_date: On February 1, 2023, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. F1 · derivative.expiration_date: On February 1, 2023, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. F1 · derivative.underlying_shares: On February 1, 2023, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 20:23 UTC | Enviva, LLC EVA · Entity 84963 | Exercise / conversionCommon Stock | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-010063 · tm235339-16_4seq1.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,022 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 · shares: On February 1, 2023, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:23 UTC | Enviva, LLC EVA · Entity 84963 | GrantRestricted Stock Units · Derivative | 3,463 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-010063 · tm235339-16_4seq1.xml · derivative · entry 2 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,463 Underlying: Common Stock · 3,463 shares Expires not disclosed F2 · shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock is outstanding. The restricted stock units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of the Issuer through such date, and may be settled in either cash or shares of common stock. F2 · derivative.exercise_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock is outstanding. The restricted stock units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of the Issuer through such date, and may be settled in either cash or shares of common stock. F2 · derivative.expiration_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock is outstanding. The restricted stock units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of the Issuer through such date, and may be settled in either cash or shares of common stock. F2 · derivative.underlying_shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock is outstanding. The restricted stock units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of the Issuer through such date, and may be settled in either cash or shares of common stock. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 01:29 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 3,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-22-000056 · wf-form4_166864855075502.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,624 F1 · kind: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of one year from the grant date or the day prior to the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 18:19 UTC | Allegiance Bancshares, Inc. ABTX · Entity 122897 | Disposition to issuerCommon Stock | 2,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001605432-22-000005 · wf-form4_166483546932564.xml · nonDerivative · entry 2 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On October 1, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 5, 2021, by and between CBTX, Inc. ("CBTX") and Allegiance Bancshares, Inc. ("Allegiance"), Allegiance merged with and into CBTX, with CBTX as the surviving corporation (the "Merger"). In connection with the Merger, each outstanding share of Allegiance common stock (including vested restricted stock awards), subject to certain limited exceptions, was converted into the right to receive 1.4184 shares of CBTX common stock (the "exchange ratio"), with cash payable in lieu of any fractional share. In accordance with the reporting person's restricted stock award agreement, in connection with the Merger, 387 shares of restricted stock were forfeited as of the day prior to the closing date and the reporting person's remaining shares of restricted stock vested. F2 · kind: In connection with the Merger, the reporting person received CBTX common stock in exchange for all of the reporting person's shares of Allegiance common stock (including the foregoing vested restricted stock awards), with cash received in lieu of a fractional share, in each case without interest. F1 · price: On October 1, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 5, 2021, by and between CBTX, Inc. ("CBTX") and Allegiance Bancshares, Inc. ("Allegiance"), Allegiance merged with and into CBTX, with CBTX as the surviving corporation (the "Merger"). In connection with the Merger, each outstanding share of Allegiance common stock (including vested restricted stock awards), subject to certain limited exceptions, was converted into the right to receive 1.4184 shares of CBTX common stock (the "exchange ratio"), with cash payable in lieu of any fractional share. In accordance with the reporting person's restricted stock award agreement, in connection with the Merger, 387 shares of restricted stock were forfeited as of the day prior to the closing date and the reporting person's remaining shares of restricted stock vested. F2 · price: In connection with the Merger, the reporting person received CBTX common stock in exchange for all of the reporting person's shares of Allegiance common stock (including the foregoing vested restricted stock awards), with cash received in lieu of a fractional share, in each case without interest. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 18:19 UTC | Allegiance Bancshares, Inc. ABTX · Entity 122897 | Disposition to issuerCommon Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001605432-22-000005 · wf-form4_166483546932564.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,042 F1 · kind: On October 1, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 5, 2021, by and between CBTX, Inc. ("CBTX") and Allegiance Bancshares, Inc. ("Allegiance"), Allegiance merged with and into CBTX, with CBTX as the surviving corporation (the "Merger"). In connection with the Merger, each outstanding share of Allegiance common stock (including vested restricted stock awards), subject to certain limited exceptions, was converted into the right to receive 1.4184 shares of CBTX common stock (the "exchange ratio"), with cash payable in lieu of any fractional share. In accordance with the reporting person's restricted stock award agreement, in connection with the Merger, 387 shares of restricted stock were forfeited as of the day prior to the closing date and the reporting person's remaining shares of restricted stock vested. F2 · kind: In connection with the Merger, the reporting person received CBTX common stock in exchange for all of the reporting person's shares of Allegiance common stock (including the foregoing vested restricted stock awards), with cash received in lieu of a fractional share, in each case without interest. F1 · price: On October 1, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 5, 2021, by and between CBTX, Inc. ("CBTX") and Allegiance Bancshares, Inc. ("Allegiance"), Allegiance merged with and into CBTX, with CBTX as the surviving corporation (the "Merger"). In connection with the Merger, each outstanding share of Allegiance common stock (including vested restricted stock awards), subject to certain limited exceptions, was converted into the right to receive 1.4184 shares of CBTX common stock (the "exchange ratio"), with cash payable in lieu of any fractional share. In accordance with the reporting person's restricted stock award agreement, in connection with the Merger, 387 shares of restricted stock were forfeited as of the day prior to the closing date and the reporting person's remaining shares of restricted stock vested. F2 · price: In connection with the Merger, the reporting person received CBTX common stock in exchange for all of the reporting person's shares of Allegiance common stock (including the foregoing vested restricted stock awards), with cash received in lieu of a fractional share, in each case without interest. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 21:03 UTC | Lucid Group, Inc. LCID · Entity 1530 | GrantClass A Common Stock | 9,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-22-010478 · dp175043_4-wong.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,031 F1 · shares: These restricted stock units ("RSUs") will vest in full on the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the next annual meeting of stockholders held after the date of grant, in each case, subject to the reporting person's continued service on the board of directors through the applicable vesting date. F1 · price: These restricted stock units ("RSUs") will vest in full on the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the next annual meeting of stockholders held after the date of grant, in each case, subject to the reporting person's continued service on the board of directors through the applicable vesting date. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 19:26 UTC | Allegiance Bancshares, Inc. ABTX · Entity 122897 | GrantCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001605432-22-000003 · wf-form4_165127479390897.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,429 Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 22:22 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 1,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-22-000008 · wf-form4_164703731687847.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,563 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest one year from the grant date, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 18:03 UTC | Enviva, LLC EVA · Entity 84963 | GrantRestricted Stock Units · Derivative | 2,081 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-011451 · tm225063-13_4seq1.xml · derivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 2,081 shares Expires not disclosed F1 · shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of the Issuer through such date, and may be settled in either cash or shares of common stock. F1 · derivative.exercise_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of the Issuer through such date, and may be settled in either cash or shares of common stock. F1 · derivative.expiration_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of the Issuer through such date, and may be settled in either cash or shares of common stock. F1 · derivative.underlying_shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of the Issuer through such date, and may be settled in either cash or shares of common stock. Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 17:27 UTC | Enviva, LLC EVA · Entity 84963 | Exercise / conversionRestricted Stock Units · Derivative | 2,379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-009103 · tm221542-5_4seq1.xml · derivative · entry 2 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,379 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 · shares: On January 27, 2022, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. F1 · derivative.exercise_date: On January 27, 2022, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. F1 · derivative.expiration_date: On January 27, 2022, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. F1 · derivative.underlying_shares: On January 27, 2022, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 17:27 UTC | Enviva, LLC EVA · Entity 84963 | Exercise / conversionCommon Stock | 2,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-009103 · tm221542-5_4seq1.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,941 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 · shares: On January 27, 2022, the restricted stock units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of shares of common stock to the Reporting Person. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 22:27 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 2,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001633978-21-000094 · wf-form4_163762003391177.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,857 F1 · kind: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on the earlier of November 19, 2022 or the day prior to the the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| October 25, 2021 Filed Oct 27, 2021 21:22 UTC | Lucid Group, Inc. LCID · Entity 1530 | GrantClass A Common Stock | 11,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-21-016697 · dp160560_4-wong.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,206 F1 · shares: These restricted stock units will vest in equal annual installments on each of July 23, 2022, July 23, 2023 and July 23, 2024 subject to the reporting person's continued service through each applicable vesting date. F1 · price: These restricted stock units will vest in equal annual installments on each of July 23, 2022, July 23, 2023 and July 23, 2024 subject to the reporting person's continued service through each applicable vesting date. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 18:14 UTC | Allegiance Bancshares, Inc. ABTX · Entity 122897 | GrantCommon Stock | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028183 · doc4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,658 Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 19:17 UTC | Enviva, LLC EVA · Entity 84963 | Exercise / conversionPhantom units · Derivative | 3,028 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-011085 · tm215020d2_4.xml · derivative · entry 2 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 3,028 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 · shares: On January 29, 2021, the phantom units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of common units to the Reporting Person. F1 · derivative.exercise_date: On January 29, 2021, the phantom units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of common units to the Reporting Person. F1 · derivative.expiration_date: On January 29, 2021, the phantom units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of common units to the Reporting Person. F1 · derivative.underlying_shares: On January 29, 2021, the phantom units reported above vested in accordance with the Reporting Person's grant award and were settled through the issuance of an equal number of common units to the Reporting Person. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 19:17 UTC | Enviva, LLC EVA · Entity 84963 | Exercise / conversionCommon units | 3,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-011085 · tm215020d2_4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,562 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 27, 2021 Filed Jan 29, 2021 17:29 UTC | Enviva, LLC EVA · Entity 84963 | GrantPhantom units · Derivative | 2,379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-009511 · tm214652-7_4seq1.xml · derivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,379 Underlying: Common units representing limited partner interests · 2,379 shares Expires not disclosed F1 · shares: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date, and may be settled in either cash or common units. F1 · derivative.exercise_date: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date, and may be settled in either cash or common units. F1 · derivative.expiration_date: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date, and may be settled in either cash or common units. F1 · derivative.underlying_shares: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date, and may be settled in either cash or common units. Read SEC document |
| September 19, 2020 Filed Sep 22, 2020 21:19 UTC | Lumentum Holdings Inc. LITE · Entity 2957 | GrantCommon Stock | 2,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051513 · doc4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,239 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. One-third of the RSUs shall vest on September 12, 2021 and each year thereafter, subject to the Reporting Person continuing as a Service Provider through each such date, as defined under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| April 23, 2020 Filed Apr 24, 2020 18:29 UTC | Allegiance Bancshares, Inc. ABTX · Entity 122897 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025706 · doc4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 16:19 UTC | Enviva, LLC EVA · Entity 84963 | GrantPhantom units · Derivative | 3,028 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-009284 · a4.xml · derivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,028 Underlying: Common units representing limited partner interests · 3,028 shares Expires not disclosed F1 · shares: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date, and may be settled in either cash or common units. F1 · derivative.exercise_date: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date, and may be settled in either cash or common units. F1 · derivative.expiration_date: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date, and may be settled in either cash or common units. F1 · derivative.underlying_shares: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date, and may be settled in either cash or common units. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 18:52 UTC | Enviva, LLC EVA · Entity 84963 | GrantCommon units representing limited partner interests | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-005240 · a4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,579 F1 · shares: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:24 UTC | Enviva, LLC EVA · Entity 84963 | GrantCommon units representing limited partner interests | 3,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-006328 · a4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,614 F1 · price: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 20:54 UTC | Enviva, LLC EVA · Entity 84963 | GrantCommon units representing limited partner interests | 3,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-006541 · a4.xml · nonDerivative · entry 2 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,727 F1 · shares: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the first anniversary of the date of grant as long as the Reporting Person continues to serve as a member of the board of directors of Enviva Partners GP, LLC, the general partner of the Issuer, through such date. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 20:54 UTC | Enviva, LLC EVA · Entity 84963 | GrantCommon units representing limited partner interests | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-006541 · a4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,767 Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 19:02 UTC | Enviva, LLC EVA · Entity 84963 | GrantCommon units representing limited partner interests | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-154702 · a4.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,123 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.