Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chefs' Warehouse, Inc.CHEF · Entity 3938 | Director | May 08, 2026 | May 11, 2026 |
| Electric Last Mile Solutions, Inc.ELMS · Entity 132883 | Director | November 04, 2021 | November 08, 2021 |
| Iris Acquisition CorpATVCU · Entity 109371 | Director | March 04, 2021 | March 04, 2021 |
| Tevogen Inc.LGSTU · Entity 7276 | Director | November 03, 2021 | November 04, 2021 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | SVP | February 21, 2020 | February 21, 2020 |
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.
Chefs' Warehouse, Inc.
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,890 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 1,652 · Balance 7,890 F1: The Reporting Person was granted 1,652 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2027 annual stockholders' meeting or the one-year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted 1,652 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2027 annual stockholders' meeting or the one-year anniversary of the date of grant.
Electric Last Mile Solutions, Inc.
Report date November 04, 2021 · Filed November 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 10,000 |
Reported balance
After 2021-11-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-11-04 · Grant · Acquired 10,000 · Balance 10,000 F1: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting. F2: Restricted stock units vest 100% on June 25, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting.
F2: Restricted stock units vest 100% on June 25, 2022.
Iris Acquisition Corp
Report date March 04, 2021 · Filed March 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | IndirectSee footnote | Not disclosed |
Reported balance
Holding disclosure · report date 2021-03-04 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-252413) under the heading "Description of Securities," the shares of Class B common stock of the issuer will automatically convert into shares of Class A common stock of the issuer at the time of the issuer's initial business combination or earlier at the option of the holders thereof, on a one-for-one basis, subject to certain adjustments described therein, and have no expiration date. F2: The reporting person has an indirect pecuniary interest in shares of Class B common stock of the issuer through his membership interest in Tribe Arrow Holdings I LLC, over which the reporting person does not have voting or dispositive control. No securities are beneficially owned. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-252413) under the heading "Description of Securities," the shares of Class B common stock of the issuer will automatically convert into shares of Class A common stock of the issuer at the time of the issuer's initial business combination or earlier at the option of the holders thereof, on a one-for-one basis, subject to certain adjustments described therein, and have no expiration date.
F2: The reporting person has an indirect pecuniary interest in shares of Class B common stock of the issuer through his membership interest in Tribe Arrow Holdings I LLC, over which the reporting person does not have voting or dispositive control. No securities are beneficially owned.
Tevogen Inc.
Report date November 03, 2021 · Filed November 04, 2021
This filing explicitly reported no securities owned.
UNITED PARCEL SERVICE INC
Report date February 21, 2020 · Filed February 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 43,328.1212 |
Last balance in matching sequence
After 2020-02-21 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2020-02-21 · Exercise / conversion · Acquired 20,205 · Balance 49,588.9545 F1: Includes 437.7776 shares in the Reporting Person's 401(k) account. Row 2 · 2020-02-21 · Exercise / conversion · Acquired 5,196.1667 · Balance 54,785.1212 F2: Includes dividend equivalent units attributable to the RPUs prior to conversion. F1: Includes 437.7776 shares in the Reporting Person's 401(k) account. Row 3 · 2020-02-21 · Tax withholding · Disposed 2,344 · Balance 52,441.1212 F1: Includes 437.7776 shares in the Reporting Person's 401(k) account. Row 4 · 2020-02-21 · Tax withholding · Disposed 9,113 · Balance 43,328.1212 F1: Includes 437.7776 shares in the Reporting Person's 401(k) account. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2020-02-12 | Direct | 0 |
Reported balance
After 2020-02-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-02-21 · Exercise / conversion · Disposed 20,205 · Balance 0 F3: One unit is equivalent to one share of UPS Class A common stock. F4: The RPUs were vested when earned on February 12, 2020. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 0 |
Reported balance
After 2020-02-21 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-02-21 · Exercise / conversion · Disposed 5,196.1667 · Balance 0 F3: One unit is equivalent to one share of UPS Class A common stock. F2: Includes dividend equivalent units attributable to the RPUs prior to conversion. F5: The RPUs vested one year after the date of grant. |
| Class A Common StockSEC Table I · non-derivative | IndirectChild I | 120 |
Reported balance
Holding disclosure · report date 2020-02-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 120 |
| Class A Common StockSEC Table I · non-derivative | IndirectChild II | 100 |
Reported balance
Holding disclosure · report date 2020-02-21 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 100 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 437.7776 shares in the Reporting Person's 401(k) account.
F2: Includes dividend equivalent units attributable to the RPUs prior to conversion.
F3: One unit is equivalent to one share of UPS Class A common stock.
F4: The RPUs were vested when earned on February 12, 2020.
F5: The RPUs vested one year after the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Altus Power, Inc.
Report date April 16, 2025 · Filed April 16, 2025
Section 16 reporting ended · disclosed 2025-04-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-16 transaction · row 1
1 source rowRow 1 · 2025-04-16 · Disposition to issuer · Disposed 134,620 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 5, 2025, by and among Altus Power, Inc. (the "Company"), Avenger Parent, Inc. ("Avenger") and Avenger Merger Sub, Inc., a wholly owned subsidiary of Avenger ("Merger Sub"), Merger Sub merged with and into the Company, and the Company became a wholly owned subsidiary of Avenger upon consummation of the merger (the "Effective Time"). F2: At the Effective Time, each (i) outstanding share of Class A Common Stock was automatically converted into the right to receive $5.00 in cash (the "Merger Consideration") and (ii) outstanding award of restricted stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of shares of Class A Common Stock underlying such award and (b) the Merger Consideration, subject to applicable vesting terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 5, 2025, by and among Altus Power, Inc. (the "Company"), Avenger Parent, Inc. ("Avenger") and Avenger Merger Sub, Inc., a wholly owned subsidiary of Avenger ("Merger Sub"), Merger Sub merged with and into the Company, and the Company became a wholly owned subsidiary of Avenger upon consummation of the merger (the "Effective Time").
F2: At the Effective Time, each (i) outstanding share of Class A Common Stock was automatically converted into the right to receive $5.00 in cash (the "Merger Consideration") and (ii) outstanding award of restricted stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of shares of Class A Common Stock underlying such award and (b) the Merger Consideration, subject to applicable vesting terms.
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 |
|---|---|---|---|---|---|---|
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 229 | $114.24 | $26,160.96 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 9 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,110.8687 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 171 | $114.24 | $19,535.04 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 8 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,339.8687 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 144 | $114.24 | $16,450.56 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 7 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,510.8687 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 144 | $114.24 | $16,450.56 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 6 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,654.8687 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 305.0189 | $114.24 | $34,845.36 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 5 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,798.8687 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 |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 305.2052 | $114.24 | $34,866.64 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 4 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,493.8498 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 |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 321.3937 | $114.24 | $36,716.02 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 3 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,188.6446 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 |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 429.2921 | $114.24 | $49,042.33 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 2 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,867.2509 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 |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 892.2091 | $114.24 | $101,925.97 |
DisclosureSEC source: 0001225208-17-002002 · doc4.xml · nonDerivative · entry 1 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,437.9588 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 |
| November 30, 2016 Filed Jan 27, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001868 · doc5.xml · nonDerivative · entry 1 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,545.7497 F1 · balance_after: Includes 38.4409 shares acquired in the Reporting Person's 401(k) account between May 14, 2016 and December 31, 2016. Read SEC document |
| September 16, 2016 Filed Sep 16, 2016 21:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 7,807 | $0.00 Strike: $106.86 | $0.00 |
DisclosureSEC source: 0001225208-16-039454 · doc4.xml · derivative · entry 1 Peretz Richard N. · CIK 0001641405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,807 Underlying: Class A Common Stock · 7,807 shares Expires 2026-09-16 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning September 16, 2017. 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.