Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BGSF, INC.BGSF · Entity 7150 | Director | May 07, 2025 | May 09, 2025 |
| Chime Financial, Inc.CHYM · Entity 2294 | Director | September 11, 2026 | September 14, 2026 |
| JELD-WEN Holding, Inc.JELD · Entity 6378 | Director | May 11, 2026 | May 13, 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.
BGSF, INC.
Report date May 07, 2025 · Filed May 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 per share par valueSEC Table I · non-derivative | Direct | 45,742 |
Reported balance
After 2025-05-07 transaction · row 1
1 source rowRow 1 · 2025-05-07 · Grant · Acquired 5,859 · Balance 45,742 |
Chime Financial, Inc.
Report date September 11, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,548 |
Reported balance
After 2026-09-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-11 · Sale · Disposed 20,000 · Balance 28,548 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.04 to $33.14 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 375 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 375 F3: The shares are held by the Reporting Person's spouse. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 375 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 375 F4: The shares are held by the Reporting Person's daughter. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.04 to $33.14 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote.
F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
F3: The shares are held by the Reporting Person's spouse.
F4: The shares are held by the Reporting Person's daughter.
JELD-WEN Holding, Inc.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 106,027 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 38,216 · Balance 106,027 F1: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 11, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 11, 2027.
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 |
|---|---|---|---|---|---|---|
| May 06, 2021 Filed May 10, 2021 22:30 UTC | BGSF, INC. BGSF · Entity 7150 | GrantCommon Stock, $0.01 per share par value | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001474903-21-000051 · wf-form4_162068579117990.xml · nonDerivative · entry 1 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,474 Read SEC document |
| April 29, 2021 Filed Apr 30, 2021 21:53 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 4,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-21-000051 · wf-form4_161981957332285.xml · nonDerivative · entry 1 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,333 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on April 29, 2022. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:44 UTC | BGSF, INC. BGSF · Entity 7150 | GrantCommon Stock, $0.01 per share par value | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001474903-21-000010 · wf-form4_161256505496104.xml · nonDerivative · entry 1 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,269 Read SEC document |
| November 04, 2020 Filed Nov 21, 2020 00:14 UTC | BGSF, INC. BGSF · Entity 7150 | GrantCommon Stock, $0.01 per share par value | 1,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001474903-20-000085 · wf-form4_160591763640600.xml · nonDerivative · entry 1 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,016 Read SEC document |
| August 04, 2020 Filed Aug 11, 2020 23:24 UTC | BGSF, INC. BGSF · Entity 7150 | GrantStock Options · Derivative | 412 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0001474903-20-000059 · wf-form4_159718823680710.xml · derivative · entry 6 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060 Underlying: Common Stock, $0.01 per share par value · 412 shares Expires 2030-08-04 F1 · security: Stock options to purchase shares pursuant to the BG Staffing, Inc. 2013 Long-Term Incentive Plan. Read SEC document |
| August 04, 2020 Filed Aug 11, 2020 23:24 UTC | BGSF, INC. BGSF · Entity 7150 | GrantStock Options · Derivative | 412 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0001474903-20-000059 · wf-form4_159718823680710.xml · derivative · entry 5 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,648 Underlying: Common Stock, $0.01 per share par value · 412 shares Expires 2030-08-04 F1 · security: Stock options to purchase shares pursuant to the BG Staffing, Inc. 2013 Long-Term Incentive Plan. Read SEC document |
| August 04, 2020 Filed Aug 11, 2020 23:24 UTC | BGSF, INC. BGSF · Entity 7150 | GrantStock Options · Derivative | 412 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0001474903-20-000059 · wf-form4_159718823680710.xml · derivative · entry 4 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236 Underlying: Common Stock, $0.01 per share par value · 412 shares Expires 2030-08-04 F1 · security: Stock options to purchase shares pursuant to the BG Staffing, Inc. 2013 Long-Term Incentive Plan. Read SEC document |
| August 04, 2020 Filed Aug 11, 2020 23:24 UTC | BGSF, INC. BGSF · Entity 7150 | GrantStock Options · Derivative | 412 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0001474903-20-000059 · wf-form4_159718823680710.xml · derivative · entry 3 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824 Underlying: Common Stock, $0.01 per share par value · 412 shares Expires 2030-08-04 F1 · security: Stock options to purchase shares pursuant to the BG Staffing, Inc. 2013 Long-Term Incentive Plan. Read SEC document |
| August 04, 2020 Filed Aug 11, 2020 23:24 UTC | BGSF, INC. BGSF · Entity 7150 | GrantStock Options · Derivative | 412 | $0.00 Strike: $9.72 | $0.00 |
DisclosureSEC source: 0001474903-20-000059 · wf-form4_159718823680710.xml · derivative · entry 2 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412 Underlying: Common Stock, $0.01 per share par value · 412 shares Expires 2030-08-04 F1 · security: Stock options to purchase shares pursuant to the BG Staffing, Inc. 2013 Long-Term Incentive Plan. Read SEC document |
| August 04, 2020 Filed Aug 11, 2020 23:24 UTC | BGSF, INC. BGSF · Entity 7150 | GrantCommon Stock, $0.01 per share par value | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001474903-20-000059 · wf-form4_159718823680710.xml · nonDerivative · entry 1 Marshall Cynthia · CIK 0001820725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,672 F1 · security: Stock options to purchase shares pursuant to the BG Staffing, Inc. 2013 Long-Term Incentive Plan. 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.