Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vistance Networks, Inc.VISN · Entity 4717 | Director | June 01, 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.
Vistance Networks, Inc.
Report date June 01, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,347,729 |
Last balance in matching sequence
After 2026-06-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-06-01 · Grant · Acquired 53,000 · Balance 1,516,475 F1: Reflects restricted stock units that will vest ratably on 06/01/2027, 06/01/2028 and 06/01/2029, subject to the reporting person's continued employment with the issuer. F2: As previously reported, includes (a) 28,600 restricted stock units that were granted on 03/01/2024 and will vest on 06/01/2027; (b) 58,067 restricted stock units that were granted on 06/01/2024 and will vest on 06/01/2027; and (c) 68,267 restricted stock units that were granted on 03/01/2025 and will vest ratably on 06/01/2027 and 06/01/2028; each subject to the reporting person's continued employment with the issuer. Row 2 · 2026-06-01 · Tax withholding · Disposed 168,746 · Balance 1,347,729 F3: Reflects shares withheld to cover taxes incurred upon the vesting of restricted stock units and performance share units. F2: As previously reported, includes (a) 28,600 restricted stock units that were granted on 03/01/2024 and will vest on 06/01/2027; (b) 58,067 restricted stock units that were granted on 06/01/2024 and will vest on 06/01/2027; and (c) 68,267 restricted stock units that were granted on 03/01/2025 and will vest ratably on 06/01/2027 and 06/01/2028; each subject to the reporting person's continued employment with the issuer. |
| Common StockSEC Table I · non-derivative | IndirectWatts Family Foundation | 10,000 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units that will vest ratably on 06/01/2027, 06/01/2028 and 06/01/2029, subject to the reporting person's continued employment with the issuer.
F2: As previously reported, includes (a) 28,600 restricted stock units that were granted on 03/01/2024 and will vest on 06/01/2027; (b) 58,067 restricted stock units that were granted on 06/01/2024 and will vest on 06/01/2027; and (c) 68,267 restricted stock units that were granted on 03/01/2025 and will vest ratably on 06/01/2027 and 06/01/2028; each subject to the reporting person's continued employment with the issuer.
F3: Reflects shares withheld to cover taxes incurred upon the vesting of restricted stock units and performance share units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CAROLINA FINANCIAL CORP
Report date May 01, 2020 · Filed May 04, 2020
Section 16 reporting ended · disclosed 2020-05-04. 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 2020-05-01 transaction · row 1
1 source rowRow 1 · 2020-05-01 · Disposition to issuer · Disposed 71,143 · Balance 0 F1: Disposed of in accordance with the Agreement and Plan of Merger, dated as of November 17, 2019 (the "Merger Agreement") by and between Carolina Financial Corporation and United Bancshares, Inc., pursuant to which Carolina Financial Corporation was merged with and into United Bancshares Inc., effective May 1, 2020 (the "Merger"). On May 1, 2020, the effective date of the Merger, each issued and outstanding share of Carolina Financial Corporation common stock was converted into the right to receive 1.13 shares of United Bancshares, Inc. common stock (subject to the payment of cash in lieu of fractional shares). As a result of the Merger, a Reporting Person no longer beneficially owns, directly or indirectly, any shares of Carolina Financial Corporation common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in accordance with the Agreement and Plan of Merger, dated as of November 17, 2019 (the "Merger Agreement") by and between Carolina Financial Corporation and United Bancshares, Inc., pursuant to which Carolina Financial Corporation was merged with and into United Bancshares Inc., effective May 1, 2020 (the "Merger"). On May 1, 2020, the effective date of the Merger, each issued and outstanding share of Carolina Financial Corporation common stock was converted into the right to receive 1.13 shares of United Bancshares, Inc. common stock (subject to the payment of cash in lieu of fractional shares). As a result of the Merger, a Reporting Person no longer beneficially owns, directly or indirectly, any shares of Carolina Financial Corporation common stock.
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 02, 2018 Filed May 3, 2018 16:18 UTC | CAROLINA FINANCIAL CORP CARO · Entity 149472 | GrantCommon Stock | 629 | $39.75 | $25,002.75 |
DisclosureSEC source: 0001408738-18-000002 · primary_doc.xml · nonDerivative · entry 1 Watts Claudius E. IV · CIK 0001408738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,466 Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 20:43 UTC | Vistance Networks, Inc. COMM · Entity 4717 | PurchaseCommon Stock | 15,000 | $32.87 | $493,050.00 |
DisclosureSEC source: 0001209191-17-048266 · doc4.xml · nonDerivative · entry 1 Watts Claudius E. IV · CIK 0001408738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,623 F1 · balance_after: As previously reported, includes (a) 1,153 restricted stock units that were granted on January 23, 2017, which will vest on January 23, 2018; and (b) 4,470 restricted stock units that were granted on May 5, 2017 and will vest on May 5, 2018, each subject to the director's continued membership on the Board of Directors on such date. Read SEC document |
| May 16, 2017 Filed May 17, 2017 20:24 UTC | Vistance Networks, Inc. COMM · Entity 4717 | PurchaseCommon Stock | 15,000 | $36.75 | $551,257.50 |
DisclosureSEC source: 0001209191-17-033069 · doc4.xml · nonDerivative · entry 1 Watts Claudius E. IV · CIK 0001408738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,623 F1 · price: The price shown is the weighted average price of the shares purchased in this transaction. The price range for this transaction is $36.65 to $36.88. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price for this transaction. F2 · balance_after: As previously reported, includes (a) 1,153 restricted stock units that were granted on January 23, 2017, which will vest on January 23, 2018; and (b) 4,470 restricted stock units that were granted on May 5, 2017 and will vest on May 5, 2018, each subject to the director's continued membership on the Board of Directors on such date. Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:35 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 4,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030955 · doc4.xml · nonDerivative · entry 1 Watts Claudius E. IV · CIK 0001408738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,623 F1 · acquired: Reflects restricted stock units granted pursuant to the issuer's non-employee director compensation plan, which vests on May 5, 2018, subject to the director's continued membership on the Board of Directors on such date. F2 · balance_after: As previously reported, includes 1,153 restricted stock units granted on January 23, 2017 pursuant to the issuer's non-employee director compensation plan, which will vest on January 23, 2018, subject to the director's continued membership on the Board of Directors on such date. Read SEC document |
| April 25, 2017 Filed Apr 28, 2017 17:01 UTC | CAROLINA FINANCIAL CORP CARO · Entity 149472 | GrantCOMMON STOCK | 656 | $30.49 | $20,001.44 |
DisclosureSEC source: 0000870385-17-000033 · primary_doc.xml · nonDerivative · entry 1 Watts Claudius E. IV · CIK 0001408738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,837 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 15:25 UTC | CAROLINA FINANCIAL CORP CARO · Entity 149472 | PurchaseCOMMON STOCK | 5,000 | $28.00 | $140,000.00 |
DisclosureSEC source: 0000870385-17-000010 · primary_doc.xml · nonDerivative · entry 1 Watts Claudius E. IV · CIK 0001408738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,181 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 21:32 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 1,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005515 · doc4.xml · nonDerivative · entry 1 Watts Claudius E. IV · CIK 0001408738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 F1 · acquired: Reflects restricted stock units granted pursuant to the issuer's non-employee director compensation plan, which vest on January 23, 2018, subject to the director's continued membership on the Board of Directors on such date. 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.