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 |
| Jaws Juggernaut Acquisition CorpJUGG · Entity 111934 | Director | September 14, 2021 | September 14, 2021 |
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.
Jaws Juggernaut Acquisition Corp
Report date September 14, 2021 · Filed September 14, 2021
This filing explicitly reported no securities owned.
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 20:26 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 5,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001882347-26-000002 · wk-form4_1779222372.xml · derivative · entry 3 Gardner Cory · CIK 0001882347 · 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 20:26 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001882347-26-000002 · wk-form4_1779222372.xml · derivative · entry 2 Gardner Cory · CIK 0001882347 · 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 20:26 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 4,570 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001882347-26-000002 · wk-form4_1779222372.xml · nonDerivative · entry 1 Gardner Cory · CIK 0001882347 · 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 20:16 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001882347-25-000007 · wk-form4_1747858590.xml · derivative · entry 1 Gardner Cory · CIK 0001882347 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.