Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finance of America Companies Inc.FOA · Entity 1918 | Director | May 15, 2026 | May 19, 2026 |
| iPic Entertainment Inc.IPIC · Entity 157446 | Director | December 11, 2018 | December 13, 2018 |
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.
Finance of America Companies Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,570 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Exercise / conversion · Acquired 4,570 · Balance 4,570 F1: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-15 · Exercise / conversion · Disposed 4,570 · Balance 0 F2: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,094 |
Reported balance
After 2026-05-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-18 · Grant · Acquired 5,094 · Balance 5,094 F2: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis.
F2: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.
F3: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant.
F4: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date.
iPic Entertainment Inc.
Report date December 11, 2018 · Filed December 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 31,159 |
Reported balance
After 2018-12-11 transaction · row 1
1 source rowRow 1 · 2018-12-11 · Grant · Acquired 31,159 · Balance 31,159 F1: On December 11, 2018, iPic Entertainment Inc. ("Company") granted Mr. Essex shares of the Company's Class A common stock, which included his one-time grant as director and the 2018 annual fees as a director and as a member of the Audit Committee. The grant for annual fees for service as a director and as a member of the Audit Committee was pro-rated for a partial year of service. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 11, 2018, iPic Entertainment Inc. ("Company") granted Mr. Essex shares of the Company's Class A common stock, which included his one-time grant as director and the 2018 annual fees as a director and as a member of the Audit Committee. The grant for annual fees for service as a director and as a member of the Audit Committee was pro-rated for a partial year of service.
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 18, 2026 Filed May 19, 2026 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 5,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001759553-26-000002 · wk-form4_1779222257.xml · derivative · entry 3 Essex Andrew · CIK 0001759553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,094 Underlying: Class A Common Stock · 5,094 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F4 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001759553-26-000002 · wk-form4_1779222257.xml · derivative · entry 2 Essex Andrew · CIK 0001759553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,570 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. F3 · derivative.expiration_date: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 4,570 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001759553-26-000002 · wk-form4_1779222257.xml · nonDerivative · entry 1 Essex Andrew · CIK 0001759553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,570 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: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| May 19, 2025 Filed May 21, 2025 20:19 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001759553-25-000008 · wk-form4_1747858787.xml · derivative · entry 1 Essex Andrew · CIK 0001759553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,570 Underlying: Class A Common Stock · 4,570 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock ("Common Stock"). The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F2 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 19, 2026 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F2 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 19, 2026 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 15:36 UTC | iPic Entertainment Inc. IPIC · Entity 157446 | GrantClass A Common Stock | 31,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-18-017306 · ownership.xml · nonDerivative · entry 1 Essex Andrew · CIK 0001759553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,159 F1 · price: On December 11, 2018, iPic Entertainment Inc. ("Company") granted Mr. Essex shares of the Company's Class A common stock, which included his one-time grant as director and the 2018 annual fees as a director and as a member of the Audit Committee. The grant for annual fees for service as a director and as a member of the Audit Committee was pro-rated for a partial year of service. 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.