Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Regional Management Corp.RM · Entity 2197 | Director | May 21, 2026 | May 26, 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.
Regional Management Corp.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,988 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 3,829 · Balance 8,988 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Rocket Companies, Inc.
Report date November 15, 2022 · Filed November 15, 2022
Section 16 reporting ended · disclosed 2022-11-15. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 21, 2026 Filed May 26, 2026 20:30 UTC | Regional Management Corp. RM · Entity 2197 | GrantCommon Stock | 3,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001816496-26-000002 · ownership.xml · nonDerivative · entry 1 Booth Julie · CIK 0001816496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,988 Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:30 UTC | Regional Management Corp. RM · Entity 2197 | GrantCommon Stock | 4,491 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-077751 · ownership.xml · nonDerivative · entry 1 Booth Julie · CIK 0001816496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,159 Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 20:30 UTC | Regional Management Corp. RM · Entity 2197 | GrantCommon Stock | 668 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-043892 · ownership.xml · nonDerivative · entry 1 Booth Julie · CIK 0001816496 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 668 Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 20:22 UTC | Rocket Companies, Inc. RKT · Entity 3094 | Tax withholdingClass A common stock | 46,667 | $9.95 | $464,336.65 |
DisclosureSEC source: 0001805284-22-000156 · wf-form4_165999008208247.xml · nonDerivative · entry 1 Booth Julie · CIK 0001816496 · Chief Fin. Officer & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,435 F1 · kind: Represents shares withheld by Rocket Companies, Inc to satisfy tax withholding obligations in connection with the vesting of 104,166 restricted stock units granted to the Reporting Person on August 5, 2020. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 22:03 UTC | Rocket Companies, Inc. RKT · Entity 3094 | GrantClass A common stock | 162,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001805284-22-000024 · wf-form4_164686339483109.xml · nonDerivative · entry 1 Booth Julie · CIK 0001816496 · Chief Fin. Officer & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475,102 F1 · shares: Represents restricted stock units ("RSUs") granted under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest in three equal installments of 33.33% on each of March 7, 2023, March 7, 2024 and March 7, 2025, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| August 05, 2020 Filed Aug 8, 2020 00:04 UTC | Rocket Companies, Inc. RKT · Entity 3094 | GrantEmployee Stock Options (right to buy) · Derivative | 385,010 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0000950142-20-001944 · es2001022_4-booth.xml · derivative · entry 2 Booth Julie · CIK 0001816496 · Chief Fin. Officer & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,010 Underlying: Class A common stock · 385,010 shares Expires 2030-08-05 F2 · derivative.exercise_date: Represents employee stock options (right to buy) granted under the Plan in a transaction exempt under Rule 16b-3. Each employee stock option represents the right to buy one share of Class A common stock of the Issuer for each vested employee stock option. The employee stock options vest as to 33.33% on August 5, 2021 and monthly thereafter over the next 24 months, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| August 05, 2020 Filed Aug 8, 2020 00:04 UTC | Rocket Companies, Inc. RKT · Entity 3094 | GrantClass A common stock | 312,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-20-001944 · es2001022_4-booth.xml · nonDerivative · entry 1 Booth Julie · CIK 0001816496 · Chief Fin. Officer & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,500 F1 · shares: Represents restricted stock units ("RSUs") granted under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest in three equal installments of 33.33% on each of August 5, 2021, August 5, 2022 and August 5, 2023, subject to the reporting person's continued employment on the applicable vesting 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.