Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.NSCO · Entity 4503 | Director | June 11, 2020 | June 15, 2020 |
| SBA COMMUNICATIONS CORPSBAC · Entity 3263 | Director · CHAIRMAN | May 22, 2026 | May 27, 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.
Custom Truck One Source, Inc.
Report date June 11, 2020 · Filed June 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 15,000 |
Reported balance
After 2020-06-11 transaction · row 1
1 source rowRow 1 · 2020-06-11 · Grant · Acquired 15,000 · Balance 15,000 F1: The restricted units vest in three annual installments beginning June 11, 2021, subject to continued service with the Company. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $4.00 · Expires 2030-06-11 | Direct | 20,000 |
Reported balance
After 2020-06-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-06-11 · Grant · Acquired 20,000 · Balance 20,000 F2: The stock options will vest in three annual installments beginning on June 11, 2021, subject to continued service with the Company |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $6.98 · Expires 2029-08-21 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2020-06-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 100,000 F3: The stock option will vest in three equal, annual installments beginning on August 21, 2020. |
| WarrantsSEC Table II · derivative / convertible security | IndirectSee Footnote | 1,166,667 |
Reported balance
Holding disclosure · report date 2020-06-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,166,667 F4: Each warrant entitles the holder to purchase from the issuer a number of shares of common stock at the price of $11.50 per share, subject to adjustments. F5: The warrants expire and terminate on the earlier to occur of July 31, 2024 and the date on which the warrants are redeemed at the issuer's election pursuant to warrant agreement governing such warrants F6: Securities held by Calculated Risk Partners, LP, a family limited partnership the general partner of which is controlled by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted units vest in three annual installments beginning June 11, 2021, subject to continued service with the Company.
F2: The stock options will vest in three annual installments beginning on June 11, 2021, subject to continued service with the Company
F3: The stock option will vest in three equal, annual installments beginning on August 21, 2020.
F4: Each warrant entitles the holder to purchase from the issuer a number of shares of common stock at the price of $11.50 per share, subject to adjustments.
F5: The warrants expire and terminate on the earlier to occur of July 31, 2024 and the date on which the warrants are redeemed at the issuer's election pursuant to warrant agreement governing such warrants
F6: Securities held by Calculated Risk Partners, LP, a family limited partnership the general partner of which is controlled by the Reporting Person.
SBA COMMUNICATIONS CORP
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,108 |
Reported balance
After 2026-05-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-22 · Grant · Acquired 1,108 · Balance 1,108 F2: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F5: These restricted stock units vest in accordance with the following schedule: 369 vest on May 1, 2027; 369 vest on May 1, 2028; and 370 vest on May 1, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 302 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 302 F2: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F3: These restricted stock units vest in accordance with the following schedule: 302 vested on May 1, 2025; 302 vested on May 2026; and 302 vest on May 1, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 663 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 663 F2: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F4: These restricted stock units vest in accordance with the following schedule: 331 vested on May 1, 2026; 331 vest on May 1, 2027; and 332 vest on May 1, 2028. |
| Class A Common StockSEC Table I · non-derivative | Direct | 141,464.52 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 141,464.52 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Limited Partnership | 259,863 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 259,863 F1: These shares are owned by Calculated Risk Partners, L.P., a Delaware limited partnership ("CRLP"). The Reporting Person and his spouse control the general partner of CRLP. The Reporting Person disclaims beneficial ownership of the stock owned by CRLP except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are owned by Calculated Risk Partners, L.P., a Delaware limited partnership ("CRLP"). The Reporting Person and his spouse control the general partner of CRLP. The Reporting Person disclaims beneficial ownership of the stock owned by CRLP except to the extent of his pecuniary interest therein.
F2: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock.
F3: These restricted stock units vest in accordance with the following schedule: 302 vested on May 1, 2025; 302 vested on May 2026; and 302 vest on May 1, 2027.
F4: These restricted stock units vest in accordance with the following schedule: 331 vested on May 1, 2026; 331 vest on May 1, 2027; and 332 vest on May 1, 2028.
F5: These restricted stock units vest in accordance with the following schedule: 369 vest on May 1, 2027; 369 vest on May 1, 2028; and 370 vest on May 1, 2029.
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 17, 2017 Filed May 19, 2017 22:06 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | SaleClass A Common Stock | 58,400 | $133.97 | $7,823,848.00 |
DisclosureSEC source: 0001209191-17-034036 · doc4.xml · nonDerivative · entry 2 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,724 F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction ranged from $133.68 to $134.66 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| May 17, 2017 Filed May 19, 2017 22:06 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | SaleClass A Common Stock | 34,860 | $133.38 | $4,649,626.80 |
DisclosureSEC source: 0001209191-17-034036 · doc4.xml · nonDerivative · entry 1 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,124 F1 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction ranged from $132.68 to $133.67 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | GrantRestricted Stock Units · Derivative | 17,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · derivative · entry 23 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,823 Underlying: Class A Common Stock · 17,823 shares Expires not disclosed F10 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F19 · derivative.exercise_date: These restricted stock units vest in accordance with the following schedule: 4,455 vest on the first anniversary of the grant date and 4,456 vest on each of the second through fourth anniversaries of the grant date (March 6, 2017). F19 · derivative.expiration_date: These restricted stock units vest in accordance with the following schedule: 4,455 vest on the first anniversary of the grant date and 4,456 vest on each of the second through fourth anniversaries of the grant date (March 6, 2017). Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | GrantStock Options (Right to Buy) · Derivative | 173,635 | $0.00 Strike: $115.17 | $0.00 |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · derivative · entry 22 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,635 Underlying: Class A Common Stock · 173,635 shares Expires 2024-03-06 F18 · derivative.exercise_date: These options vest in accordance with the following schedule: 43,408 vest on the first anniversary of the grant date and 43,409 vest on each of the second through fourth anniversaries of the grant date (March 6, 2017). Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Exercise / conversionRestricted Stock Units · Derivative | 4,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · derivative · entry 17 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,452 Underlying: Class A Common Stock · 4,452 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. F10 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F6 · price: On March 6, 2017, 4,452 of the Reporting Person's restricted stock units were settled for an equal number of shares of Class A Common Stock. F13 · derivative.exercise_date: These restricted stock units vest in accordance with the following schedule: 4,451 vest on the first anniversary of the grant date and 4,452 on each of the second through fourth anniversaries of the grant date (March 6, 2014). F13 · derivative.expiration_date: These restricted stock units vest in accordance with the following schedule: 4,451 vest on the first anniversary of the grant date and 4,452 on each of the second through fourth anniversaries of the grant date (March 6, 2014). Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Exercise / conversionRestricted Stock Units · Derivative | 4,755 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · derivative · entry 15 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,755 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. F10 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F5 · price: On March 6, 2017, 4,755 of the Reporting Person's restricted stock units were settled for an equal number of shares of Class A Common Stock. F11 · derivative.exercise_date: These restricted stock units vest in accordance with the following schedule: 4,754 vest on each of the first through third anniversaries of the grant date and 4,755 vest on the fourth anniversary of the grant date (March 6, 2013). F11 · derivative.expiration_date: These restricted stock units vest in accordance with the following schedule: 4,754 vest on each of the first through third anniversaries of the grant date and 4,755 vest on the fourth anniversary of the grant date (March 6, 2013). Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Tax withholdingClass A Common Stock | 3,363 | $114.98 | $386,677.74 |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · nonDerivative · entry 7 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,984 F3 · shares: Shares withheld for payment of tax liability. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Exercise / conversionClass A Common Stock | 4,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · nonDerivative · entry 6 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,347 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. F6 · price: On March 6, 2017, 4,452 of the Reporting Person's restricted stock units were settled for an equal number of shares of Class A Common Stock. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Exercise / conversionClass A Common Stock | 4,755 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · nonDerivative · entry 5 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,895 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. F5 · price: On March 6, 2017, 4,755 of the Reporting Person's restricted stock units were settled for an equal number of shares of Class A Common Stock. Read SEC document |
| March 05, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Exercise / conversionRestricted Stock Units · Derivative | 4,022 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · derivative · entry 19 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,044 Underlying: Class A Common Stock · 4,022 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. F10 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F4 · price: On March 5, 2017, 4,022 of the Reporting Person's restricted stock units were settled for an equal number of shares of Class A Common Stock. F15 · derivative.exercise_date: These restricted stock units vest in accordance with the following schedule: 4,021 vest on the first anniversary of the grant date and 4,022 vest on each of the second through fourth anniversaries of the grant date (March 5, 2015). F15 · derivative.expiration_date: These restricted stock units vest in accordance with the following schedule: 4,021 vest on the first anniversary of the grant date and 4,022 vest on each of the second through fourth anniversaries of the grant date (March 5, 2015). Read SEC document |
| March 05, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Tax withholdingClass A Common Stock | 1,688 | $114.98 | $194,086.24 |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · nonDerivative · entry 4 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,140 F3 · shares: Shares withheld for payment of tax liability. Read SEC document |
| March 05, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Exercise / conversionClass A Common Stock | 4,022 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · nonDerivative · entry 3 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,828 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. F4 · price: On March 5, 2017, 4,022 of the Reporting Person's restricted stock units were settled for an equal number of shares of Class A Common Stock. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Exercise / conversionRestricted Stock Units · Derivative | 4,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · derivative · entry 21 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,781 Underlying: Class A Common Stock · 4,926 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. F10 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F1 · price: On March 4, 2017, 4,926 of the Reporting Person's restricted stock units were settled for an equal number of shares of Class A Common Stock. F17 · derivative.exercise_date: These restricted stock units vest in accordance with the following schedule: 4,926 vest on the first anniversary of the grant date and 4,927 vest on each of the second through fourth anniversaries of the grant date (March 4, 2016). F17 · derivative.expiration_date: These restricted stock units vest in accordance with the following schedule: 4,926 vest on the first anniversary of the grant date and 4,927 vest on each of the second through fourth anniversaries of the grant date (March 4, 2016). Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Tax withholdingClass A Common Stock | 2,067 | $114.98 | $237,663.66 |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · nonDerivative · entry 2 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,806 F3 · shares: Shares withheld for payment of tax liability. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 23:57 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | Exercise / conversionClass A Common Stock | 4,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018991 · doc4.xml · nonDerivative · entry 1 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,873 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 · price: On March 4, 2017, 4,926 of the Reporting Person's restricted stock units were settled for an equal number of shares of Class A Common Stock. F2 · balance_after: Includes 221 shares acquired on February 27, 2017 pursuant to the SBA Communications Corporation 2008 Employee Stock Purchase Plan. Read SEC document |
| October 24, 2016 Filed Feb 14, 2017 15:52 UTC | SBA COMMUNICATIONS CORP SBAC · Entity 3263 | GiftClass A Common Stock | 29,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010312 · doc5.xml · nonDerivative · entry 1 STOOPS JEFFREY · CIK 0001106860 · Director · Chief Executive Officer & Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,726 F1 · kind: The Reporting Person gifted these shares to a non-profit foundation of which the Reporting Person serves as the President and one of the two directors in an exempt transaction pursuant to Rule 16b-5 of the Exchange Act. 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.