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RICKERTSEN CARL J

Disclosed activity across 8 companies

Tapewire entity
42532
SEC CIK
0001203479

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Apollo Debt Solutions BDCNONE · Entity 36020TrusteeJanuary 07, 2022January 25, 2022
Apollo Diversified Credit FundCGCCX · Entity 76221TrusteeMay 02, 2022May 06, 2022
Apollo Origination II (Levered) Capital TrustNONE · Entity 35232See remarksMarch 28, 2025March 28, 2025
Apollo Origination II (UL) Capital TrustNONE · Entity 35226See remarksMarch 28, 2025March 28, 2025
Apollo S3 Private Markets FundNONE · Entity 27534TrusteeApril 12, 2024October 11, 2024
Magnera CorpMAGN · Entity 5570DirectorMarch 09, 2026March 10, 2026
Strategy IncMSTR · Entity 3031DirectorMay 31, 2026June 02, 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.

Apollo Debt Solutions BDC

Report date January 07, 2022 · Filed January 25, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class I Common Shares of Beneficial InterestSEC Table I · non-derivativeDirect4,000 Reported balance After 2022-01-07 transaction · row 1
1 source row

Row 1 · 2022-01-07 · Purchase · Acquired 4,000 · Balance 4,000

Apollo Diversified Credit Fund

Report date May 02, 2022 · Filed May 06, 2022

This filing explicitly reported no securities owned.

Apollo Origination II (Levered) Capital Trust

Report date March 28, 2025 · Filed March 28, 2025

This filing explicitly reported no securities owned.

Apollo Origination II (UL) Capital Trust

Report date March 28, 2025 · Filed March 28, 2025

This filing explicitly reported no securities owned.

Apollo S3 Private Markets Fund

Report date April 12, 2024 · Filed October 11, 2024

This filing explicitly reported no securities owned.

Magnera Corp

Report date March 09, 2026 · Filed March 10, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-03-09Direct12,998 Reported balance After 2026-03-09 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-03-09 · Grant · Acquired 12,998 · Balance 12,998

F1: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date.

F2: This 2026 Director grant vests in full and all restrictions lapse one year from the Grant Date.

Filing footnotes · ownership attribution and instrument terms

F1: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date.

F2: This 2026 Director grant vests in full and all restrictions lapse one year from the Grant Date.

Strategy Inc

Report date May 31, 2026 · Filed June 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect5,406 Reported balance After 2026-05-31 transaction · row 1
1 source row

Row 1 · 2026-05-31 · Exercise / conversion · Acquired 406 · Balance 5,406

F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-05-31 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-05-31 · Exercise / conversion · Disposed 406 · Balance 0

F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").

F2: The 406 RSUs vested in full on May 31, 2026.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect943 Reported balance After 2026-05-31 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-05-31 · Grant · Acquired 943 · Balance 943

F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").

F5: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date.

Director Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $159.09 · Expires 2036-05-31Direct1,221 Reported balance After 2026-05-31 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-05-31 · Grant · Acquired 1,221 · Balance 1,221

F3: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year.

F4: This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").

F2: The 406 RSUs vested in full on May 31, 2026.

F3: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year.

F4: This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date.

F5: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

BERRY GLOBAL GROUP, INC.

Report date November 04, 2024 · Filed November 06, 2024

Section 16 reporting ended · disclosed 2024-11-06. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect6,121 Reported balance After 2024-11-04 transaction · row 1
1 source row

Row 1 · 2024-11-04 · Exercise / conversion · Acquired 1,393 · Balance 6,121

F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2024-11-04 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2024-11-04 · Exercise / conversion · Disposed 1,393 · Balance 0

F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F2: The award was granted on November 20, 2023 and vested in full on November 4, 2024.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F2: The award was granted on November 20, 2023 and vested in full on November 4, 2024.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 12, 2020 Filed Aug 14, 2020 21:19 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 Exercise / conversionDirector Stock Option (Right to Buy) · Derivative 14,000 $0.00 Strike: $28.75 $0.00
Disclosure

SEC source: 0001567619-20-015548 · doc1.xml · derivative · entry 3

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,500

Underlying: Common Stock · 14,000 shares

Expires 2024-11-25

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.

F2 · derivative.exercise_date: Granted under the 2012 Equity Incentive Plan. Options fully vested.

Read SEC document
August 12, 2020 Filed Aug 14, 2020 21:19 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 SaleCommon Stock 14,000 $54.21 $758,906.40
Disclosure

SEC source: 0001567619-20-015548 · doc1.xml · nonDerivative · entry 2

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Weighted average from 10 transactions with prices ranging from $54.20 to $54.26 per share. Upon request by the Commission Staff, the issuer or a security holder of the issuer, the reporting person will undertake to provide full information regarding the number of shares purchased at each separate price.

Read SEC document
August 12, 2020 Filed Aug 14, 2020 21:19 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 Exercise / conversionCommon Stock 14,000 $28.75 $402,500.00
Disclosure

SEC source: 0001567619-20-015548 · doc1.xml · nonDerivative · entry 1

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,000

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
May 31, 2020 Filed Jun 2, 2020 20:28 UTC Strategy Inc MSTR · Entity 3031 GrantDirector Stock Option (Right to buy) · Derivative 5,000 $0.00 Strike: $124.48 $0.00
Disclosure

SEC source: 0001209191-20-033536 · doc4.xml · derivative · entry 2

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Class A Common Stock · 5,000 shares

Expires 2030-05-31

F1 · derivative.exercise_date: This option is scheduled to vest as to 1,250 shares on the first anniversary of the grant date, and as to an additional 1,250 shares on each anniversary thereafter until the option is vested in full. This option was granted pursuant to Amendment No. 2 to the MicroStrategy Incorporated 2013 Stock Incentive Plan ("Amendment No. 2"). Amendment No. 2 provides for the annual automatic grant of a stock option to purchase 5,000 shares of Class A common stock to each non-employee director on May 31 of each year, beginning in 2015. Amendment No. 2 was approved by the stockholders of MicroStrategy Incorporated at the 2015 annual meeting.

F2 · balance_after: See Exhibit A.

Read SEC document
March 09, 2020 Filed Mar 11, 2020 20:53 UTC Strategy Inc MSTR · Entity 3031 PurchaseClass A Common Stock 2,000 $130.08 $260,160.00
Disclosure

SEC source: 0001209191-20-018130 · doc4.xml · nonDerivative · entry 1

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

F1 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $130.01 to $130.09 per share, inclusive. The reporting person undertakes to provide MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the range set forth in this footnote.

Read SEC document
November 25, 2019 Filed Nov 26, 2019 22:30 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 GrantDirector Stock Option (Right to Buy) · Derivative 11,500 $0.00 Strike: $45.60 $0.00
Disclosure

SEC source: 0001567619-19-022311 · doc1.xml · derivative · entry 1

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,500

Underlying: Common Stock · 11,500 shares

Expires 2029-11-24

F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested.

Read SEC document
May 31, 2019 Filed Jun 4, 2019 20:12 UTC Strategy Inc MSTR · Entity 3031 GrantDirector Stock Option (Right to buy) · Derivative 5,000 $0.00 Strike: $132.91 $0.00
Disclosure

SEC source: 0001209191-19-034226 · doc4.xml · derivative · entry 2

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Class A Common Stock · 5,000 shares

Expires 2029-05-31

F1 · derivative.exercise_date: This option is scheduled to vest as to 1,250 shares on the first anniversary of the grant date, and as to an additional 1,250 shares on each anniversary thereafter until the option is vested in full. This option was granted pursuant to Amendment No. 2 to the MicroStrategy Incorporated 2013 Stock Incentive Plan ("Amendment No. 2"). Amendment No. 2 provides for the annual automatic grant of a stock option to purchase 5,000 shares of Class A common stock to each non-employee director on May 31 of each year, beginning in 2015. Amendment No. 2 was approved by the stockholders of MicroStrategy Incorporated at the 2015 annual meeting.

F2 · balance_after: See Exhibit A.

Read SEC document
February 05, 2019 Filed Feb 6, 2019 16:56 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 GrantDirector Stock Option (Right To Buy) · Derivative 8,000 $0.00 Strike: $49.90 $0.00
Disclosure

SEC source: 0001567619-19-002453 · doc1.xml · derivative · entry 1

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,000

Underlying: Common Stock · 8,000 shares

Expires 2029-02-04

F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested.

Read SEC document
May 31, 2018 Filed Jun 4, 2018 21:07 UTC Strategy Inc MSTR · Entity 3031 GrantDirector Stock Option (Right to buy) · Derivative 5,000 $0.00 Strike: $129.57 $0.00
Disclosure

SEC source: 0001209191-18-035224 · doc4.xml · derivative · entry 2

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Class A Common Stock · 5,000 shares

Expires 2028-05-31

F1 · derivative.exercise_date: This option is scheduled to vest as to 1,250 shares on the first anniversary of the grant date, and as to an additional 1,250 shares on each anniversary thereafter until the option is vested in full. This option was granted pursuant to Amendment No. 2 to the MicroStrategy Incorporated 2013 Stock Incentive Plan ("Amendment No. 2"). Amendment No. 2 provides for the annual automatic grant of a stock option to purchase 5,000 shares of Class A common stock to each non-employee director on May 31 of each year, beginning in 2015. Amendment No. 2 was approved by the stockholders of MicroStrategy Incorporated at the 2015 annual meeting.

F2 · balance_after: See Exhibit A.

Read SEC document
February 09, 2018 Filed Feb 13, 2018 22:12 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 GrantDirector Stock Option (Right To Buy) · Derivative 6,500 $0.00 Strike: $54.33 $0.00
Disclosure

SEC source: 0001140361-18-007250 · doc1.xml · derivative · entry 1

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,000

Underlying: Common Stock · 6,500 shares

Expires 2028-02-08

F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully vested.

Read SEC document
May 31, 2017 Filed Jun 2, 2017 20:56 UTC Strategy Inc MSTR · Entity 3031 GrantDirector Stock Option (Right to buy) · Derivative 5,000 $0.00 Strike: $182.36 $0.00
Disclosure

SEC source: 0001209191-17-037348 · doc4.xml · derivative · entry 2

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Class A Common Stock · 5,000 shares

Expires 2027-05-31

F1 · derivative.exercise_date: This option is scheduled to vest as to 1,250 shares on the first anniversary of the grant date, and as to an additional 1,250 shares on each anniversary thereafter until the option is vested in full. This option was granted pursuant to Amendment No. 2 to the MicroStrategy Incorporated 2013 Stock Incentive Plan ("Amendment No. 2"). Amendment No. 2 provides for the annual automatic grant of a stock option to purchase 5,000 shares of Class A common stock to each non-employee director on May 31 of each year, beginning in 2015. Amendment No. 2 was approved by the stockholders of MicroStrategy Incorporated at the 2015 annual meeting.

F2 · balance_after: See Exhibit A.

Read SEC document
May 16, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative 14,000 $0.00 Strike: $21.00 $0.00
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · derivative · entry 9

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,500

Underlying: Common Stock · 14,000 shares

Expires 2023-11-25

F2 · derivative.exercise_date: Option fully vested.

Read SEC document
May 16, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative 381 $0.00 Strike: $17.59 $0.00
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · derivative · entry 8

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,500

Underlying: Common Stock · 381 shares

Expires 2023-01-21

F2 · derivative.exercise_date: Option fully vested.

Read SEC document
May 16, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 SaleCommon Stock 14,000 $56.45 $790,283.20
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · nonDerivative · entry 6

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F3 · price: Weighted average from 16 transactions with prices ranging from $56.40 to $56.53 per share. Upon request by the Commission Staff, the issuer, or a security holder of the issuer, the reporting person will undertake to provide full information regarding the number of shares purchased at each separate price.

Read SEC document
May 16, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 Exercise / conversionCommon Stock 14,000 $21.00 $294,000.00
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · nonDerivative · entry 5

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,000

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
May 16, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 SaleCommon Stock 381 $56.45 $21,506.99
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · nonDerivative · entry 4

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F3 · price: Weighted average from 16 transactions with prices ranging from $56.40 to $56.53 per share. Upon request by the Commission Staff, the issuer, or a security holder of the issuer, the reporting person will undertake to provide full information regarding the number of shares purchased at each separate price.

Read SEC document
May 16, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 Exercise / conversionCommon Stock 381 $17.59 $6,701.79
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · nonDerivative · entry 3

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381

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
May 15, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 Disposition to issuerDirector Stock Option (Right to Buy) · Derivative 15,119 $0.00 Strike: $17.59 $0.00
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · derivative · entry 7

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,881

Underlying: Common Stock · 15,119 shares

Expires 2023-01-21

F2 · derivative.exercise_date: Option fully vested.

Read SEC document
May 15, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 SaleCommon Stock 15,119 $56.26 $850,631.23
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · nonDerivative · entry 2

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Weighted average from 11 transactions with prices ranging from $56.25 to $56.30 per share. Upon request by the Commission Staff, the issuer, or a security holder of the issuer, the reporting person will undertake to provide full information regarding the number of shares purchased at each separate price.

Read SEC document
May 15, 2017 Filed May 17, 2017 19:59 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 Exercise / conversionCommon Stock 15,119 $17.59 $265,943.21
Disclosure

SEC source: 0001140361-17-021132 · doc1.xml · nonDerivative · entry 1

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,119

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
February 07, 2017 Filed Feb 9, 2017 21:01 UTC BERRY GLOBAL GROUP, INC. BERY · Entity 80192 GrantDirector Stock Option (Right to Buy) · Derivative 7,500 $0.00 Strike: $49.53 $0.00
Disclosure

SEC source: 0001140361-17-005395 · doc1.xml · derivative · entry 1

RICKERTSEN CARL J · CIK 0001203479 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,000

Underlying: Common Stock · 7,500 shares

Expires 2027-02-06

F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Option fully 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.