Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Poolit Horizon Fund I, Inc.NA · Entity 115821 | Director | October 14, 2022 | October 24, 2022 |
| Poolit Imagine Fund I, Inc.NA · Entity 115866 | Director | October 14, 2022 | October 24, 2022 |
| RBC Bearings INCRBC · Entity 3343 | Director | May 19, 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.
Poolit Horizon Fund I, Inc.
Report date October 14, 2022 · Filed October 24, 2022
This filing explicitly reported no securities owned.
Poolit Imagine Fund I, Inc.
Report date October 14, 2022 · Filed October 24, 2022
This filing explicitly reported no securities owned.
RBC Bearings INC
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,553 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 344 · Balance 1,553 F1: Includes 1,328 shares of restricted stock that vest according to the following schedule; 452 shares 1/3 of which vest on 11/5/2025, 1/3 vest on 11/5/2026 and 1/3 vest on 11/5/2027; 532 shares 1/3 of which vest on 5/30/2026, 1/3/ vest on 5/30/2027 and 1/3 vest on 5/30/2028; and 344 shares 1/3 of which vest on 5/19/2027, 1/3 vest on 5/19/2028 and 1/3 vest on 5/19/2029. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $565.22 · Expires 2033-05-19 | Direct | 647 |
Reported balance
After 2026-05-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-19 · Grant · Acquired 647 · Balance 647 F2: These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/19/2027, 1/5 vest on 5/19/2028, 1/5 vest on 5/19/2029, 1/5 vest on 5/19/2030 and 1/5 vest on 5/19/2031. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $287.85 · Expires 2031-11-05 | Direct | 990 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 990 F3: These options to purchase Common Stock vest according to the following schedule - 1/5 vest on 11/5/2025, 1/5 vest on 11/5/2026, 1/5 vest on 11/5/2027, 1/5 vest on 11/5/2028 and 1/5 vest on 11/5/2029. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $365.87 · Expires 2032-05-30 | Direct | 962 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 962 F4: These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/30/2026, 1/5 vest on 5/30/2027, 1/5 vest on 5/30/2028, 1/5 vest on 5/30/2029 and 1/5 vest on 5/30/2030. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,328 shares of restricted stock that vest according to the following schedule; 452 shares 1/3 of which vest on 11/5/2025, 1/3 vest on 11/5/2026 and 1/3 vest on 11/5/2027; 532 shares 1/3 of which vest on 5/30/2026, 1/3/ vest on 5/30/2027 and 1/3 vest on 5/30/2028; and 344 shares 1/3 of which vest on 5/19/2027, 1/3 vest on 5/19/2028 and 1/3 vest on 5/19/2029.
F2: These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/19/2027, 1/5 vest on 5/19/2028, 1/5 vest on 5/19/2029, 1/5 vest on 5/19/2030 and 1/5 vest on 5/19/2031.
F3: These options to purchase Common Stock vest according to the following schedule - 1/5 vest on 11/5/2025, 1/5 vest on 11/5/2026, 1/5 vest on 11/5/2027, 1/5 vest on 11/5/2028 and 1/5 vest on 11/5/2029.
F4: These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/30/2026, 1/5 vest on 5/30/2027, 1/5 vest on 5/30/2028, 1/5 vest on 5/30/2029 and 1/5 vest on 5/30/2030.
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 19, 2026 Filed May 21, 2026 01:17 UTC | RBC Bearings INC RBC · Entity 3343 | GrantOption to Purchase Common Stock · Derivative | 647 | $0.00 Strike: $565.22 | $0.00 |
DisclosureSEC source: 0001324948-26-000012 · primary_01.xml · derivative · entry 2 Elmy Frederick J. · CIK 0001947245 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 647 Underlying: Common Stock · 647 shares Expires 2033-05-19 F2 · derivative.exercise_date: These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/19/2027, 1/5 vest on 5/19/2028, 1/5 vest on 5/19/2029, 1/5 vest on 5/19/2030 and 1/5 vest on 5/19/2031. Read SEC document |
| May 19, 2026 Filed May 21, 2026 01:17 UTC | RBC Bearings INC RBC · Entity 3343 | GrantCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001324948-26-000012 · primary_01.xml · nonDerivative · entry 1 Elmy Frederick J. · CIK 0001947245 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,553 F1 · balance_after: Includes 1,328 shares of restricted stock that vest according to the following schedule; 452 shares 1/3 of which vest on 11/5/2025, 1/3 vest on 11/5/2026 and 1/3 vest on 11/5/2027; 532 shares 1/3 of which vest on 5/30/2026, 1/3/ vest on 5/30/2027 and 1/3 vest on 5/30/2028; and 344 shares 1/3 of which vest on 5/19/2027, 1/3 vest on 5/19/2028 and 1/3 vest on 5/19/2029. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:10 UTC | RBC Bearings INC RBC · Entity 3343 | GrantOption to Purchase Common Stock · Derivative | 962 | $0.00 Strike: $365.87 | $0.00 |
DisclosureSEC source: 0001593968-25-000710 · primary_01.xml · derivative · entry 2 Elmy Frederick J. · CIK 0001947245 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962 Underlying: Common Stock · 962 shares Expires 2032-05-30 F2 · derivative.exercise_date: These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/30/2026, 1/5 vest on 5/30/2027, 1/5 vest on 5/30/2028, 1/5 vest on 5/30/2029 and 1/5 vest on 5/30/2030. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:10 UTC | RBC Bearings INC RBC · Entity 3343 | GrantCommon Stock | 532 | $365.87 | $194,642.84 |
DisclosureSEC source: 0001593968-25-000710 · primary_01.xml · nonDerivative · entry 1 Elmy Frederick J. · CIK 0001947245 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,209 F1 · balance_after: All of these shares are restricted shares that vest according to the following schedule; 677 shares 1/3 of which vest on 11/5/2025, 1/3 vest on 11/5/2026 and 1/3 vest on 11/5/2027; and 532 shares 1/3 of which vest on 5/30/2026, 1/3/ vest on 5/30/2027 and 1/3 vest on 5/30/2028. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:10 UTC | RBC Bearings INC RBC · Entity 3343 | GrantOption to Purchase Common Stock · Derivative | 990 | $0.00 Strike: $287.85 | $0.00 |
DisclosureSEC source: 0001593968-24-001350 · primary_01.xml · derivative · entry 2 Elmy Frederick J. · CIK 0001947245 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990 Underlying: Common Stock · 990 shares Expires 2031-11-05 F2 · derivative.exercise_date: These options to purchase Common Stock vest according to the following schedule - 1/5 vest on 11/5/2025, 1/5 vest on 11/5/2026, 1/5 vest on 11/5/2027, 1/5 vest on 11/5/2028 and 1/5 vest on 11/5/2029. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:10 UTC | RBC Bearings INC RBC · Entity 3343 | GrantCommon Stock | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-24-001350 · primary_01.xml · nonDerivative · entry 1 Elmy Frederick J. · CIK 0001947245 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 677 F1 · balance_after: Consists of shares of restricted stock that vest according to the following schedule - 1/3 vest on 11/5/2025, 1/3 vest on 11/5/2026 and 1/3 vest on 11/5/2027. 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.