Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 2U, Inc.TWOU · Entity 89183 | Director | May 09, 2024 | May 10, 2024 |
| RAYONIER ADVANCED MATERIALS INC.RYAM · Entity 5392 | Director | May 13, 2026 | May 15, 2026 |
| Vintage Wine Estates, Inc.VWE · Entity 88975 | Director | June 28, 2024 | July 15, 2024 |
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.
2U, Inc.
Report date May 09, 2024 · Filed May 10, 2024
This filing explicitly reported no securities owned.
RAYONIER ADVANCED MATERIALS INC.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,042 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Exercise / conversion · Acquired 16,429 · Balance 127,042 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-05-13 | Direct | 12,106 |
Reported balance
After 2026-05-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-13 · Grant · Acquired 12,106 · Balance 12,106 F1: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-05-14 | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-14 · Exercise / conversion · Disposed 16,429 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock.
Vintage Wine Estates, Inc.
Report date June 28, 2024 · Filed July 15, 2024
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 14, 2026 Filed May 15, 2026 20:03 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionRestricted Stock Units · Derivative | 16,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005384 · doc4.xml · derivative · entry 3 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,429 shares Expires 2026-05-14 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: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 14, 2026 Filed May 15, 2026 20:03 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionCommon Stock | 16,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005384 · doc4.xml · nonDerivative · entry 1 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,042 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 |
| May 13, 2026 Filed May 15, 2026 20:03 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 12,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005384 · doc4.xml · derivative · entry 2 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,106 Underlying: Common Stock · 12,106 shares Expires 2027-05-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 16, 2025 Filed May 16, 2025 14:54 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionRestricted Stock Units · Derivative | 16,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005195 · doc4.xml · derivative · entry 3 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,429 shares Expires 2025-05-16 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: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 16, 2025 Filed May 16, 2025 14:54 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionCommon Stock | 16,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005195 · doc4.xml · nonDerivative · entry 1 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,613 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 |
| May 14, 2025 Filed May 16, 2025 14:54 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 16,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005195 · doc4.xml · derivative · entry 2 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,429 Underlying: Common Stock · 16,429 shares Expires 2026-05-14 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 18, 2024 Filed May 20, 2024 11:06 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionRestricted Stock Units · Derivative | 27,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006236 · doc4.xml · derivative · entry 3 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,316 shares Expires 2024-05-18 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: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 18, 2024 Filed May 20, 2024 11:06 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionCommon Stock | 27,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006236 · doc4.xml · nonDerivative · entry 1 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,184 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 |
| May 16, 2024 Filed May 20, 2024 11:06 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 25,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006236 · doc4.xml · derivative · entry 2 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,387 Underlying: Common Stock · 25,387 shares Expires 2025-05-16 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 16, 2024 Filed May 31, 2024 20:26 UTC Amendment | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 16,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006491 · doc4a.xml · derivative · entry 1 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,429 Underlying: Common Stock · 16,429 shares Expires 2025-05-16 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. F2 · shares: Due to an administrative error, the number of RSU's granted to the Reporting Person on May 16, 2024 was reported incorrectly. The correct number of RSU's granted was 16,429. Read SEC document |
| May 18, 2023 Filed May 19, 2023 17:29 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 27,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006092 · doc4.xml · derivative · entry 4 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,316 Underlying: Common Stock · 27,316 shares Expires 2024-05-18 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 17, 2023 Filed May 19, 2023 17:29 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionRestricted Stock Units · Derivative | 22,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006092 · doc4.xml · derivative · entry 3 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,116 shares Expires 2023-05-17 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 restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 17, 2023 Filed May 19, 2023 17:29 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | PurchaseCommon Stock | 12,000 | $4.10 | $49,236.00 |
DisclosureSEC source: 0001225208-23-006092 · doc4.xml · nonDerivative · entry 2 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,868 F1 · price: This transaction was executed in multiple trades at prices ranging from $4.0850 to $4.11. The price reported above reflects the weighted average purchase price. Upon written request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price is available. Read SEC document |
| May 17, 2023 Filed May 19, 2023 17:29 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionCommon Stock | 22,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006092 · doc4.xml · nonDerivative · entry 1 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,868 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 |
| May 18, 2022 Filed May 19, 2022 19:12 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionRestricted Stock Units · Derivative | 15,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007204 · doc4.xml · derivative · entry 3 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,252 shares Expires 2022-05-18 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: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 18, 2022 Filed May 19, 2022 19:12 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionCommon Stock | 15,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007204 · doc4.xml · nonDerivative · entry 1 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,752 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 |
| May 17, 2022 Filed May 19, 2022 19:12 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 22,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007204 · doc4.xml · derivative · entry 2 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,116 Underlying: Common Stock · 22,116 shares Expires 2023-05-17 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 19, 2021 Filed May 20, 2021 20:36 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionRestricted Stock Units · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008362 · doc4.xml · derivative · entry 3 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,500 shares Expires 2021-05-19 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: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 19, 2021 Filed May 20, 2021 20:36 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionCommon Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008362 · doc4.xml · nonDerivative · entry 1 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 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 |
| May 18, 2021 Filed May 20, 2021 20:36 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 15,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008362 · doc4.xml · derivative · entry 2 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,252 Underlying: Common Stock · 15,252 shares Expires 2022-05-18 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 19, 2020 Filed May 21, 2020 23:29 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-008106 · doc4.xml · derivative · entry 1 Smith Ivona · CIK 0001812689 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 shares Expires 2021-05-19 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. 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.