Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OneWater Marine Inc.ONEW · Entity 2215 | Director | October 01, 2025 | October 03, 2025 |
| Proficient Auto Logistics, IncPAL · Entity 6563 | Director | May 06, 2026 | May 15, 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.
OneWater Marine Inc.
Report date October 01, 2025 · Filed October 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01SEC Table I · non-derivative | Direct | 42,352 |
Reported balance
After 2025-10-01 transaction · row 1
1 source rowRow 1 · 2025-10-01 · Grant · Acquired 7,892 · Balance 42,352 F1: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2026, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2026, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date.
Proficient Auto Logistics, Inc
Report date May 06, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,135 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Exercise / conversion · Acquired 9,135 · Balance 24,135 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-06 · Exercise / conversion · Disposed 9,135 · Balance 0 F1: On May 13, 2025, the Reporting Person was granted 9,135 restricted stock units that vested on May 6, 2026. These restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,295 |
Reported balance
After 2026-05-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-07 · Grant · Acquired 10,295 · Balance 10,295 F2: Represents restricted stock units that vest on the date of the Issuer's 2027 annual meeting of stockholders. These restricted stock units convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 13, 2025, the Reporting Person was granted 9,135 restricted stock units that vested on May 6, 2026. These restricted stock units convert into common stock on a one-for-one basis.
F2: Represents restricted stock units that vest on the date of the Issuer's 2027 annual meeting of stockholders. These restricted stock units convert into common stock on a one-for-one basis.
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 07, 2026 Filed May 15, 2026 22:51 UTC | Proficient Auto Logistics, Inc PAL · Entity 6563 | GrantRestricted Stock Units · Derivative | 10,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-058033 · ownership.xml · derivative · entry 3 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,295 Underlying: Common Stock · 10,295 shares Expires not disclosed F2 · derivative.exercise_price: Represents restricted stock units that vest on the date of the Issuer's 2027 annual meeting of stockholders. These restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents restricted stock units that vest on the date of the Issuer's 2027 annual meeting of stockholders. These restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.expiration_date: Represents restricted stock units that vest on the date of the Issuer's 2027 annual meeting of stockholders. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 06, 2026 Filed May 15, 2026 22:51 UTC | Proficient Auto Logistics, Inc PAL · Entity 6563 | Exercise / conversionRestricted Stock Units · Derivative | 9,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-058033 · ownership.xml · derivative · entry 2 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,135 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. F1 · derivative.exercise_price: On May 13, 2025, the Reporting Person was granted 9,135 restricted stock units that vested on May 6, 2026. These restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On May 13, 2025, the Reporting Person was granted 9,135 restricted stock units that vested on May 6, 2026. These restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.expiration_date: On May 13, 2025, the Reporting Person was granted 9,135 restricted stock units that vested on May 6, 2026. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 06, 2026 Filed May 15, 2026 22:51 UTC | Proficient Auto Logistics, Inc PAL · Entity 6563 | Exercise / conversionCommon Stock | 9,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-058033 · ownership.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,135 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 |
| October 01, 2025 Filed Oct 3, 2025 20:25 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 7,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001772921-25-000068 · wk-form4_1759523149.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,352 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2026, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:15 UTC | Proficient Auto Logistics, Inc PAL · Entity 6563 | GrantRestricted Stock Units · Derivative | 9,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-044219 · ownership.xml · derivative · entry 3 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,135 Underlying: Common Stock · 9,135 shares Expires not disclosed F2 · derivative.exercise_price: Represents restricted stock units that vest on the date of the Issuer's 2026 annual meeting of stockholders. These restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents restricted stock units that vest on the date of the Issuer's 2026 annual meeting of stockholders. These restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.expiration_date: Represents restricted stock units that vest on the date of the Issuer's 2026 annual meeting of stockholders. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:15 UTC | Proficient Auto Logistics, Inc PAL · Entity 6563 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-044219 · ownership.xml · derivative · entry 2 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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. F1 · derivative.exercise_price: On May 13, 2024, the Reporting Person was granted 5,000 restricted stock units that vested on May 13, 2025. These restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On May 13, 2024, the Reporting Person was granted 5,000 restricted stock units that vested on May 13, 2025. These restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.expiration_date: On May 13, 2024, the Reporting Person was granted 5,000 restricted stock units that vested on May 13, 2025. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:15 UTC | Proficient Auto Logistics, Inc PAL · Entity 6563 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-044219 · ownership.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 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 |
| October 01, 2024 Filed Oct 3, 2024 20:10 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 5,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001772921-24-000078 · wk-form4_1727986249.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,460 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2025, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. Read SEC document |
| May 13, 2024 Filed May 13, 2024 23:10 UTC | Proficient Auto Logistics, Inc PAL · Entity 6563 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-042500 · ownership.xml · derivative · entry 2 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units that vest on May 13, 2025. These restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted stock units that vest on May 13, 2025. These restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted stock units that vest on May 13, 2025. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 13, 2024 Filed May 13, 2024 23:10 UTC | Proficient Auto Logistics, Inc PAL · Entity 6563 | PurchaseCommon Stock | 10,000 | $15.00 | $150,000.00 |
DisclosureSEC source: 0001213900-24-042500 · ownership.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 21:17 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 4,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001772921-23-000062 · wk-form4_1696367840.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,232 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2024, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 20:04 UTC | OneWater Marine Inc. ONEW · Entity 2215 | PurchaseClass A common stock, par value $0.01 | 3,624 | $27.56 | $99,877.44 |
DisclosureSEC source: 0001772921-23-000043 · wk-form4_1692129839.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,352 Read SEC document |
| May 09, 2023 Filed May 11, 2023 20:04 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GiftClass A common stock, par value $0.01 | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001772921-23-000008 · wk-form4_1683835465.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,728 F1 · kind: On May 9, 2023, the Reporting Person made a charitable gift of 3,300 shares of Class A common stock of OneWater Marine Inc. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 02:06 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-009019 · form4.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,028 F1 · kind: Award of restricted stock units, subject to shareholder approval of an amendment to the OneWater Marine Inc. 2020 Omnibus Incentive Plan under which the restricted stock units were granted. OneWater Marine Inc's stockholders approved the amendment on February 23, 2023. The award vests on October 1, 2023, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. Read SEC document |
| October 01, 2022 Filed Oct 5, 2022 01:45 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 2,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-036188 · form4.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,367 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2023, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 01:00 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 2,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-033544 · form4.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,497 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on September 30, 2022, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. Read SEC document |
| October 01, 2021 Filed Feb 25, 2022 02:00 UTC Amendment | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 1,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-006679 · form4.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,876 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on September 30, 2022, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. F2 · shares: The Form 4 originally filed on October 4, 2021 inadvertently reported the incorrect number of shares of Class A common stock, par value $0.01, acquired and beneficially owned by the Reporting Person pursuant to the award of restricted stock units. This amendment is being filed to correct the originally reported amount of Class A common stock acquired and beneficially owned by the Reporting Person pursuant to the award of restricted stock units. Read SEC document |
| October 01, 2020 Filed Oct 6, 2020 00:30 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 3,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-022500 · form4.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,010 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on September 30, 2021, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. Read SEC document |
| March 09, 2020 Filed Mar 12, 2020 01:30 UTC | OneWater Marine Inc. ONEW · Entity 2215 | PurchaseClass A common stock, par value $0.01 | 1,600 | $11.25 | $18,000.00 |
DisclosureSEC source: 0001140361-20-005536 · form4.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,350 Read SEC document |
| March 04, 2020 Filed Mar 7, 2020 02:46 UTC | OneWater Marine Inc. ONEW · Entity 2215 | PurchaseClass A common stock, par value $0.01 | 6,500 | $14.35 | $93,275.00 |
DisclosureSEC source: 0001140361-20-005124 · form4.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,750 Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 02:51 UTC | OneWater Marine Inc. ONEW · Entity 2215 | GrantClass A common stock, par value $0.01 | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-004879 · form4.xml · nonDerivative · entry 1 Schraudenbach John · CIK 0001789756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 F1 · kind: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on February 7, 2021, subject to the recipient's continued service as a director of OneWater Marine Inc. through such 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.