Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Comstock Holding Companies, Inc.CHCI · Entity 6294 | Chief Operating Officer | May 21, 2026 | May 21, 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.
Comstock Holding Companies, Inc.
Report date May 21, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 122,741 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Exercise / conversion · Acquired 20,000 · Balance 135,767 Row 2 · 2026-05-21 · Sale · Disposed 13,026 · Balance 122,741 F1: This transaction was executed in multiple trades at prices ranging from $13.24 USD to $15.50 USD; the price reported above reflects the weighted average sale price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.30 · Expires 2028-06-27 | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-21 · Exercise / conversion · Disposed 20,000 · Balance 0 F2: The stock options vested in four (4) equal annual installments, beginning on 6/27/2019 (the first anniversary of the grant date) and became fully vested and exercisable on this date |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $13.24 USD to $15.50 USD; the price reported above reflects the weighted average sale price.
F2: The stock options vested in four (4) equal annual installments, beginning on 6/27/2019 (the first anniversary of the grant date) and became fully vested and exercisable on this date
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 |
|---|---|---|---|---|---|---|
| April 29, 2021 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Tax withholdingClass A Common Stock, $0.01 par value | 6,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · nonDerivative · entry 7 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,820 F1 · price: Shares withheld at fair market value on vesting date Read SEC document |
| April 29, 2021 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Exercise / conversionClass A Common Stock, $0.01 par value | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · nonDerivative · entry 6 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,840 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 |
| January 11, 2021 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | GrantRestricted Stock Units (RSUs) · Derivative | 5,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · derivative · entry 39 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 Underlying: Class A Common Stock, $0.01 par value · 5,775 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CHCI Class A common stock F4 · derivative.exercise_date: Time-based restricted stock units that vest and convert into common stock evenly over a four-year period in annual installments that occur on each subsequent anniversary of the grant date F4 · derivative.expiration_date: Time-based restricted stock units that vest and convert into common stock evenly over a four-year period in annual installments that occur on each subsequent anniversary of the grant date Read SEC document |
| January 10, 2021 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 5,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · derivative · entry 32 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,706 Underlying: Class A Common Stock, $0.01 par value · 5,580 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CHCI Class A common stock F5 · derivative.exercise_date: Time-based restricted stock units vest and convert into common stock over a seven-year period according to the following schedule: 6.25% on January 10, 2021, 12.5% on January 10, 2022, 18.75% on January 10, 2023, 25% on January 10, 2024, 18.75% on January 10, 2025, 12.5% on January 10, 2026, and 6.25% on January 10, 2027 F5 · derivative.expiration_date: Time-based restricted stock units vest and convert into common stock over a seven-year period according to the following schedule: 6.25% on January 10, 2021, 12.5% on January 10, 2022, 18.75% on January 10, 2023, 25% on January 10, 2024, 18.75% on January 10, 2025, 12.5% on January 10, 2026, and 6.25% on January 10, 2027 Read SEC document |
| January 10, 2021 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 2,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · derivative · entry 28 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,370 Underlying: Class A Common Stock, $0.01 par value · 2,790 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CHCI Class A common stock F4 · derivative.exercise_date: Time-based restricted stock units that vest and convert into common stock evenly over a four-year period in annual installments that occur on each subsequent anniversary of the grant date F4 · derivative.expiration_date: Time-based restricted stock units that vest and convert into common stock evenly over a four-year period in annual installments that occur on each subsequent anniversary of the grant date Read SEC document |
| January 10, 2021 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Tax withholdingClass A Common Stock, $0.01 par value | 2,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · nonDerivative · entry 5 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,840 F1 · price: Shares withheld at fair market value on vesting date Read SEC document |
| January 10, 2021 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Exercise / conversionClass A Common Stock, $0.01 par value | 5,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · nonDerivative · entry 4 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,350 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 |
| January 10, 2021 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Exercise / conversionClass A Common Stock, $0.01 par value | 2,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · nonDerivative · entry 3 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,770 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 |
| April 29, 2020 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · derivative · entry 35 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock, $0.01 par value · 20,000 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CHCI Class A common stock F4 · derivative.exercise_date: Time-based restricted stock units that vest and convert into common stock evenly over a four-year period in annual installments that occur on each subsequent anniversary of the grant date F4 · derivative.expiration_date: Time-based restricted stock units that vest and convert into common stock evenly over a four-year period in annual installments that occur on each subsequent anniversary of the grant date Read SEC document |
| April 29, 2020 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Tax withholdingClass A Common Stock, $0.01 par value | 6,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · nonDerivative · entry 2 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,980 F1 · price: Shares withheld at fair market value on vesting date Read SEC document |
| April 29, 2020 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | Exercise / conversionClass A Common Stock, $0.01 par value | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · nonDerivative · entry 1 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 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 |
| January 02, 2020 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | GrantRestricted Stock Units (RSUs) · Derivative | 89,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · derivative · entry 31 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,286 Underlying: Class A Common Stock, $0.01 par value · 89,286 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CHCI Class A common stock F5 · derivative.exercise_date: Time-based restricted stock units vest and convert into common stock over a seven-year period according to the following schedule: 6.25% on January 10, 2021, 12.5% on January 10, 2022, 18.75% on January 10, 2023, 25% on January 10, 2024, 18.75% on January 10, 2025, 12.5% on January 10, 2026, and 6.25% on January 10, 2027 F5 · derivative.expiration_date: Time-based restricted stock units vest and convert into common stock over a seven-year period according to the following schedule: 6.25% on January 10, 2021, 12.5% on January 10, 2022, 18.75% on January 10, 2023, 25% on January 10, 2024, 18.75% on January 10, 2025, 12.5% on January 10, 2026, and 6.25% on January 10, 2027 Read SEC document |
| January 02, 2020 Filed Jul 11, 2024 20:21 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | GrantRestricted Stock Units (RSUs) · Derivative | 11,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005691 · primarydocument.xml · derivative · entry 27 Steffan Timothy · CIK 0001778330 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,160 Underlying: Class A Common Stock, $0.01 par value · 11,160 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CHCI Class A common stock F4 · derivative.exercise_date: Time-based restricted stock units that vest and convert into common stock evenly over a four-year period in annual installments that occur on each subsequent anniversary of the grant date F4 · derivative.expiration_date: Time-based restricted stock units that vest and convert into common stock evenly over a four-year period in annual installments that occur on each subsequent anniversary of the grant date Read SEC document |
| June 05, 2019 Filed Jun 5, 2019 21:58 UTC | Comstock Holding Companies, Inc. CHCI · Entity 6294 | GrantRestricted Stock Units · Derivative | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034879 · doc4.xml · derivative · entry 1 Steffan Timothy · CIK 0001778330 · EVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock represents a contingent right to receive one share of CHCI common stock F2 · derivative.exercise_date: The reporting person shall become 25% vested in his or her award upon the the anniversary of the date of the award over a four year period. F2 · derivative.expiration_date: The reporting person shall become 25% vested in his or her award upon the the anniversary of the date of the award over a four year period. 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.