Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Applied Aerospace & Defense, Inc.AADX · Entity 4449 | Director | June 04, 2026 | June 04, 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.
Applied Aerospace & Defense, Inc.
Report date June 04, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,750 |
Ending reported balance
After 2026-06-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-04 · Grant · Acquired 4,250 · Balance 4,250 F1: The reported securities represent Restricted Share Units ("RSUs") granted to the Reporting Person on June 4, 2026 (the "Date of Grant"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest on the first anniversary of the Date of Grant, provided that the RSUs shall become fully vested as of the day immediately preceding the next Annual Meeting, if sooner (the earlier of such dates, the "Vesting Date"). Vesting of the RSUs is subject in all cases to the Reporting Person's continuous service to the Company as a member of the Board of Directors from the Date of Grant through the Vesting Date. With respect to each vested RSU, the Reporting Person shall receive one share of common stock within 30 days following the date on which an RSU becomes vested. Row 2 · 2026-06-04 · Purchase · Acquired 500 · Balance 4,750 F2: The reported securities represent shares of common stock purchased by the reporting person under the directed share program in connection with the Issuer's initial public offering. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent Restricted Share Units ("RSUs") granted to the Reporting Person on June 4, 2026 (the "Date of Grant"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest on the first anniversary of the Date of Grant, provided that the RSUs shall become fully vested as of the day immediately preceding the next Annual Meeting, if sooner (the earlier of such dates, the "Vesting Date"). Vesting of the RSUs is subject in all cases to the Reporting Person's continuous service to the Company as a member of the Board of Directors from the Date of Grant through the Vesting Date. With respect to each vested RSU, the Reporting Person shall receive one share of common stock within 30 days following the date on which an RSU becomes vested.
F2: The reported securities represent shares of common stock purchased by the reporting person under the directed share program in connection with the Issuer's initial public offering.
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 4, 2026 21:53 UTC | Applied Aerospace & Defense, Inc. AADX · Entity 4449 | PurchaseCommon Stock | 500 | $20.00 | $10,000.00 |
DisclosureSEC source: 0001193125-26-257842 · ownership.xml · nonDerivative · entry 2 Goldstein Scott (NMN) · CIK 0002134020 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,750 F2 · shares: The reported securities represent shares of common stock purchased by the reporting person under the directed share program in connection with the Issuer's initial public offering. Read SEC document |
| June 04, 2026 Filed Jun 4, 2026 21:53 UTC | Applied Aerospace & Defense, Inc. AADX · Entity 4449 | GrantCommon Stock | 4,250 | $20.00 | $85,000.00 |
DisclosureSEC source: 0001193125-26-257842 · ownership.xml · nonDerivative · entry 1 Goldstein Scott (NMN) · CIK 0002134020 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,250 F1 · shares: The reported securities represent Restricted Share Units ("RSUs") granted to the Reporting Person on June 4, 2026 (the "Date of Grant"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest on the first anniversary of the Date of Grant, provided that the RSUs shall become fully vested as of the day immediately preceding the next Annual Meeting, if sooner (the earlier of such dates, the "Vesting Date"). Vesting of the RSUs is subject in all cases to the Reporting Person's continuous service to the Company as a member of the Board of Directors from the Date of Grant through the Vesting Date. With respect to each vested RSU, the Reporting Person shall receive one share of common stock within 30 days following the date on which an RSU becomes 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.