Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Energy Plus, Inc.cpst · Entity 2475 | EVP & CFO | April 12, 2019 | April 16, 2019 |
| Limbach Holdings, Inc.LMB · Entity 5430 | Chief Financial Officer | April 30, 2026 | May 01, 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.
Capstone Energy Plus, Inc.
Report date April 12, 2019 · Filed April 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 457,996 |
Reported balance
After 2019-04-12 transaction · row 1
1 source rowRow 1 · 2019-04-12 · Tax withholding · Disposed 163 · Balance 457,996 F1: The shares were withheld pursuant to the prior authorization of the Reporting Person to cover the tax liability resulting from the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were withheld pursuant to the prior authorization of the Reporting Person to cover the tax liability resulting from the vesting of restricted stock units.
Limbach Holdings, Inc.
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,227 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Sale · Disposed 3,440 · Balance 125,227 F1: This transaction is part of a 10b5-1 plan adopted on December 16, 2025 by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy Brooks Family Trust | 3,897 |
Reported balance
Holding disclosure · report date 2026-04-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,897 F2: Shares held by the Brooks Family Trust. The reporting person and her spouse are trustees of the Brooks Family Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these securities in this report will not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction is part of a 10b5-1 plan adopted on December 16, 2025 by the reporting person.
F2: Shares held by the Brooks Family Trust. The reporting person and her spouse are trustees of the Brooks Family Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these securities in this report will not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.
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 |
|---|---|---|---|---|---|---|
| February 13, 2018 Filed Feb 16, 2018 02:03 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | GrantCommon Stock | 127,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001447591-18-000004 · primary_doc.xml · nonDerivative · entry 1 Brooks Jayme L. · CIK 0001447591 · CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,694 Read SEC document |
| November 09, 2017 Filed Nov 9, 2017 21:28 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | PurchaseCommon Stock | 5,880 | $0.87 | $5,115.60 |
DisclosureSEC source: 0001447591-17-000011 · primary_doc.xml · nonDerivative · entry 1 Brooks Jayme L. · CIK 0001447591 · CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,853 Read SEC document |
| May 15, 2017 Filed May 17, 2017 21:29 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | Tax withholdingCommon Stock | 133 | $0.65 | $86.45 |
DisclosureSEC source: 0001447591-17-000004 · primary_doc.xml · nonDerivative · entry 1 Brooks Jayme L. · CIK 0001447591 · CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,973 F1 · shares: The shares were withheld pursuant to the prior authorization of the Reporting Person to cover the tax liability resulting from the vesting of restricted stock units. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 00:31 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | Tax withholdingCommon Stock | 209 | $0.82 | $171.38 |
DisclosureSEC source: 0001447591-17-000001 · primary_doc.xml · nonDerivative · entry 2 Brooks Jayme L. · CIK 0001447591 · CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,106 F1 · shares: The shares were withheld pursuant to the prior authorization of the Reporting Person to cover the tax liability resulting from the vesting of restricted stock units. Read SEC document |
| April 10, 2017 Filed Apr 13, 2017 00:31 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | Tax withholdingCommon Stock | 118 | $0.81 | $95.58 |
DisclosureSEC source: 0001447591-17-000001 · primary_doc.xml · nonDerivative · entry 1 Brooks Jayme L. · CIK 0001447591 · CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,315 F1 · shares: The shares were withheld pursuant to the prior authorization of the Reporting Person to cover the tax liability resulting from the vesting of restricted stock units. 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.