person · Reporting owner
DAVIDSON PETER WARNER
Disclosed activity across 5 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beam GlobalBEEM · Entity 7457 | Director | September 23, 2024 | September 26, 2024 |
| Diamond Hill Securitized Credit FundDHCIX · Entity 50340 | Trustee | April 22, 2026 | May 01, 2026 |
| First Eagle Credit Opportunities FundFECOF · Entity 74204 | Director | August 31, 2022 | September 08, 2022 |
| First Eagle Real Estate Debt FundFERLX · Entity 31242 | Trustee | March 27, 2025 | April 08, 2025 |
| First Eagle Tactical Municipal Opportunities FundFTAIX · Entity 75125 | Trustee | May 30, 2025 | June 09, 2025 |
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.
Beam Global
Report date September 23, 2024 · Filed September 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,081 |
Reported balance
After 2024-09-23 transaction · row 1
1 source rowRow 1 · 2024-09-23 · Tax withholding · Disposed 10,080 · Balance 10,081 F1: The Company granted a restricted stock award of 20,161 shares of common stock, 50% of the shares were fully vested on grant in July 2024 and the remaining shares were forfeited in connection the Reporting Person's resignation effective 9/23/2024. F2: The Reporting Person owned 10,081 shares of common stock at the time of resignation. |
Filing footnotes · ownership attribution and instrument terms
F1: The Company granted a restricted stock award of 20,161 shares of common stock, 50% of the shares were fully vested on grant in July 2024 and the remaining shares were forfeited in connection the Reporting Person's resignation effective 9/23/2024.
F2: The Reporting Person owned 10,081 shares of common stock at the time of resignation.
Diamond Hill Securitized Credit Fund
Report date April 22, 2026 · Filed May 01, 2026
This filing explicitly reported no securities owned.
First Eagle Credit Opportunities Fund
Report date August 31, 2022 · Filed September 08, 2022
This filing explicitly reported no securities owned.
First Eagle Real Estate Debt Fund
Report date March 27, 2025 · Filed April 08, 2025
This filing explicitly reported no securities owned.
First Eagle Tactical Municipal Opportunities Fund
Report date May 30, 2025 · Filed June 09, 2025
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 |
|---|---|---|---|---|---|---|
| September 23, 2024 Filed Sep 26, 2024 21:00 UTC | Beam Global BEEM · Entity 7457 | Tax withholdingCommon Stock | 10,080 | $0.00 | $0.00 |
DisclosureSEC source: 0002003131-24-000010 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,081 F1 · shares: The Company granted a restricted stock award of 20,161 shares of common stock, 50% of the shares were fully vested on grant in July 2024 and the remaining shares were forfeited in connection the Reporting Person's resignation effective 9/23/2024. F2 · price: The Reporting Person owned 10,081 shares of common stock at the time of resignation. Read SEC document |
| July 31, 2024 Filed Aug 5, 2024 19:35 UTC | Beam Global BEEM · Entity 7457 | GrantCommon Stock | 20,161 | $6.20 | $124,998.20 |
DisclosureSEC source: 0002003131-24-000008 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,270 F1 · shares: The Company granted a restricted stock award of 20,161 shares of common stock, 50% of the shares were fully vested on grant, and 25% of the shares vest in each of September 30, 2024 and December 31, 2024. F2 · price: The per share price was based on the average daily closing price of BEEM's common stock for November 29, 2024 to December 29, 2024. Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 11:17 UTC | Beam Global BEEM · Entity 7457 | GrantCommon Stock | 6,675 | $11.40 | $76,095.00 |
DisclosureSEC source: 0001203320-23-000004 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,109 F1 · shares: The Company granted Mr. Davidson a restricted stock award of 6,675 shares of common stock which vests quarterly on the last day of each quarter retroactive to January 1, 2023. The shares vested are reduced by the number of unvested shares outstanding from Mr. Davidson's prior grant in October 2022 resulting in the vesting of 2,650 shares on June 30, 2023, 1,325 on September 30, 2023 and 2,700 on December 31, 2023, so long as Mr. Davidson is continuing to provide services to the Company. Read SEC document |
| October 03, 2022 Filed Nov 15, 2022 00:19 UTC | Beam Global BEEM · Entity 7457 | GrantCommon Stock | 5,500 | $12.50 | $68,750.00 |
DisclosureSEC source: 0001203320-22-000005 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,434 F1 · shares: The Company granted Mr. Davidson a restricted stock award of 5,500 shares of common stock which vests over one year in four equal installments on the last day of the next four calendar quarters following the grant, so long as Mr. Davidson is continuing to provide services to the Company. Read SEC document |
| September 30, 2021 Filed Oct 25, 2021 16:58 UTC | Beam Global BEEM · Entity 7457 | GrantCommon Stock | 2,900 | $27.37 | $79,373.00 |
DisclosureSEC source: 0001203320-21-000016 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,934 F1 · shares: The Company granted Mr. Davidson a restricted stock award of 2,900 shares of common stock which vests over one year in four equal installments on the last day of the next four calendar quarters beginning on 12/31/21, so long as Mr. Davidson is continuing to provide services to the Company. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 01:57 UTC | Beam Global BEEM · Entity 7457 | SaleCommon Stock | 4,715 | $36.30 | $171,175.25 |
DisclosureSEC source: 0001203320-21-000008 · primary_doc.xml · nonDerivative · entry 2 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,034 F1 · kind: The shares were sold to satisfy tax obligations related to the issuance of shares upon the vesting of restricted stock previously granted to the reporting person F3 · price: This transaction was executed in multiple trades at prices ranging from $36.02 to $36.575. The price reported reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 01:57 UTC | Beam Global BEEM · Entity 7457 | SaleCommon Stock | 5,285 | $35.50 | $187,615.91 |
DisclosureSEC source: 0001203320-21-000008 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,749 F1 · kind: The shares were sold to satisfy tax obligations related to the issuance of shares upon the vesting of restricted stock previously granted to the reporting person F2 · price: This transaction was executed in multiple trades at prices ranging from $35.02 to $36.00. The price reported reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 23:52 UTC | Beam Global BEEM · Entity 7457 | SaleCommon Stock | 600 | $29.52 | $17,712.00 |
DisclosureSEC source: 0001203320-21-000007 · primary_doc.xml · nonDerivative · entry 2 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,034 F1 · kind: The shares were sold to satisfy tax obligations related to the issuance of shares upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 23:52 UTC | Beam Global BEEM · Entity 7457 | SaleCommon Stock | 9,400 | $29.24 | $274,887.02 |
DisclosureSEC source: 0001203320-21-000007 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,634 F1 · kind: The shares were sold to satisfy tax obligations related to the issuance of shares upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 01:13 UTC | Beam Global BEEM · Entity 7457 | SaleCommon Stock | 5,000 | $25.82 | $129,100.00 |
DisclosureSEC source: 0001203320-20-000008 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,034 Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 23:45 UTC | Beam Global BEEM · Entity 7457 | SaleCommon Stock | 16 | $22.12 | $353.92 |
DisclosureSEC source: 0001203320-20-000007 · primary_doc.xml · nonDerivative · entry 3 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,034 Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 23:45 UTC | Beam Global BEEM · Entity 7457 | SaleCommon Stock | 142 | $22.10 | $3,138.20 |
DisclosureSEC source: 0001203320-20-000007 · primary_doc.xml · nonDerivative · entry 2 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,050 Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 23:45 UTC | Beam Global BEEM · Entity 7457 | SaleCommon Stock | 14,842 | $21.36 | $317,075.58 |
DisclosureSEC source: 0001203320-20-000007 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,192 F1 · shares: This transaction was executed in multiple trades at prices ranging from $21.00 to $21.65. The price reported reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 20, 2020 Filed Oct 22, 2020 22:58 UTC | Beam Global BEEM · Entity 7457 | GrantCommon Stock | 12,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001203320-20-000004 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,034 F1 · shares: The Company granted Mr. Davidson a restricted stock award of 12,200 shares of common stock which vest over one year in four equal installments on the last day of the next four calendar quarters following the grant, so long as Mr. Davidson is continuing to provide services to the Company. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 22:49 UTC Amendment | Beam Global EVSI · Entity 7457 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001203320-19-000007 · primary_doc.xml · nonDerivative · entry 3 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 F4 · shares: The Company granted Mr. Davidson a restricted stock award of 12,500 shares of common stock which vest over one year in four equal installments at the end of each quarter starting on December 31, 2019 so long as Mr. Davidson is continuing to provide services to the Company. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 22:49 UTC Amendment | Beam Global EVSI · Entity 7457 | Disposition to issuerCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001203320-19-000007 · primary_doc.xml · nonDerivative · entry 2 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F3 · shares: The Company and Mr. Davidson agreed to terminate 2,500 shares of restricted common stock that remain unvested as of October 1, 2019. Read SEC document |
| April 19, 2019 Filed Apr 20, 2020 23:44 UTC | Beam Global EVSI · Entity 7457 | GrantCommon Stock | 10,000 | $5.48 | $54,758.00 |
DisclosureSEC source: 0001203320-20-000001 · primary_doc.xml · nonDerivative · entry 3 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,834 Read SEC document |
| March 27, 2018 Filed Jan 16, 2019 18:14 UTC | Beam Global evsi · Entity 7457 | GrantCommon Stock | 250,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001065949-19-000004 · primary_doc.xml · nonDerivative · entry 2 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562,499 F4 · shares: On March 27, 2018, the Company issued an additional 250,000 shares of common stock to Mr. Davidson as a fully vested stock grant bonus award for performance. F4 · price: On March 27, 2018, the Company issued an additional 250,000 shares of common stock to Mr. Davidson as a fully vested stock grant bonus award for performance. F5 · balance_after: Includes 60 days of scheduled vesting after November 30, 2018. Read SEC document |
| January 10, 2018 Filed Apr 20, 2020 23:44 UTC | Beam Global EVSI · Entity 7457 | GrantCommon Stock | 6,667 | $7.50 | $50,002.50 |
DisclosureSEC source: 0001203320-20-000001 · primary_doc.xml · nonDerivative · entry 2 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,834 Read SEC document |
| January 18, 2017 Filed Apr 20, 2020 23:44 UTC | Beam Global EVSI · Entity 7457 | GrantCommon Stock | 6,667 | $7.50 | $50,002.50 |
DisclosureSEC source: 0001203320-20-000001 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,167 Read SEC document |
| December 31, 2016 Filed Jan 16, 2019 18:14 UTC | Beam Global evsi · Entity 7457 | GrantRestricted Common Stock | 41,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001065949-19-000004 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562,499 F2 · shares: Reflects the first 60 days of scheduled vesting under the new restricted stock grant award agreement, which commenced on December 31, 2016. F3 · shares: Effective as of December 31, 2016, Mr. Davidson agreed to terminate his rights to 625,000 unvested restricted shares of the Company's common stock under the original agreement in consideration for which the Company granted to Mr. Davidson 750,000 restricted shares of the Company's common stock, vesting 1/36 per month over a 36 month period commencing on the date of grant, issuable quarterly on the last day of each calendar quarter so long as Mr. Davidson serves as a director, employee, consultant or officer of the Company at the time of scheduled vesting. The Company will also grant an additional 750,000 restricted shares of the Company's common stock to Mr. Davidson to vest in the future from time to time, based on Mr. Davidson achieving certain performance criteria to be agreed upon by the Board of Directors after discussion with senior management at a future date. During the 23 months ended November 30, 2018, 479,167 shares of common stock vested under this agreement. F1 · price: Issued subject to vesting for services rendered and to be rendered. F5 · balance_after: Includes 60 days of scheduled vesting after November 30, 2018. Read SEC document |
| December 31, 2016 Filed Oct 3, 2019 22:49 UTC Amendment | Beam Global EVSI · Entity 7457 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001203320-19-000007 · primary_doc.xml · nonDerivative · entry 1 DAVIDSON PETER WARNER · CIK 0001763927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 F1 · shares: Reflects the 50 for 1 reverse split that became effective on April 15, 2019. F2 · shares: Envision Solar International, Inc. (the "Company") granted Mr. Davidson a restricted stock award of 30,000 shares which vest as follows so long as Mr. Davidson is continuing to provide services to the Company: 15,000 of these shares vest 1/36 per month for three years and 15,000 will vest upon the achievement of certain performance criteria to be agreed upon by the Company's Board of Directors. 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.