Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncEFOR · Entity 4808 | Director | April 29, 2026 | April 29, 2026 |
| Nauticus Robotics, Inc.KITT · Entity 8200 | Director | November 07, 2023 | November 10, 2023 |
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.
Everforth Inc
Report date April 29, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,953 |
Reported balance
After 2026-04-29 transaction · row 1
1 source rowRow 1 · 2026-04-29 · Purchase · Acquired 1,112 · Balance 19,953 F1: The $22.4745 share price is a weighted average of numerous open market trades made at prices ranging from $22.46 to $22.4950. |
Filing footnotes · ownership attribution and instrument terms
F1: The $22.4745 share price is a weighted average of numerous open market trades made at prices ranging from $22.46 to $22.4950.
Nauticus Robotics, Inc.
Report date November 07, 2023 · Filed November 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| RSUSEC Table II · derivative / convertible security | Direct | 48,166 |
Reported balance
After 2023-11-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-11-07 · Grant · Acquired 48,166 · Balance 48,166 F1: Each Restricted Stock Unit ("RSU") is issued pursuant to the Company's 2022 Omnibus Incentive Plan and represents a contingent right to receive one share of common stock, and vesting (i.e., forfeiture restriction termination) generally is subject to the reporting person remaining an employee or director of the Company, its affiliates or subsidiaries. F2: The RSUs vest on the earlier of (i) November 7, 2024, or (ii) the date immediately preceding the Company's 2024 annual meeting of stockholders if the reporting person is not on the ballot for such meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") is issued pursuant to the Company's 2022 Omnibus Incentive Plan and represents a contingent right to receive one share of common stock, and vesting (i.e., forfeiture restriction termination) generally is subject to the reporting person remaining an employee or director of the Company, its affiliates or subsidiaries.
F2: The RSUs vest on the earlier of (i) November 7, 2024, or (ii) the date immediately preceding the Company's 2024 annual meeting of stockholders if the reporting person is not on the ballot for such meeting.
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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed Apr 29, 2026 20:20 UTC | Everforth Inc EFOR · Entity 4808 | PurchaseCommon Stock | 1,112 | $22.47 | $24,991.64 |
DisclosureSEC source: 0001343118-26-000007 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,953 F1 · price: The $22.4745 share price is a weighted average of numerous open market trades made at prices ranging from $22.46 to $22.4950. Read SEC document |
| April 24, 2026 Filed Apr 27, 2026 11:49 UTC | Everforth Inc EFOR · Entity 4808 | PurchaseCommon Stock | 2,684 | $18.63 | $50,002.92 |
DisclosureSEC source: 0001343118-26-000005 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,841 F1 · price: The $18.63 share price is a weighted average of numerous open market trades made at prices ranging from $18.61 to $18.64. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:39 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 4,500 | $46.66 | $209,970.00 |
DisclosureSEC source: 0001343118-26-000002 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,157 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:50 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 500 | $82.86 | $41,430.00 |
DisclosureSEC source: 0001343118-25-000002 · edgardoc.xml · nonDerivative · entry 2 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,657 F2 · shares: The director's tax withholding obligations upon vesting of restricted stock units ("RSUs") were satisfied by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:50 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,232 | $82.86 | $184,943.52 |
DisclosureSEC source: 0001343118-25-000002 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,157 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 22:42 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 270 | $92.65 | $25,015.50 |
DisclosureSEC source: 0001343118-24-000003 · edgardoc.xml · nonDerivative · entry 3 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,925 F2 · shares: Director elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:42 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 233 | $95.67 | $22,291.11 |
DisclosureSEC source: 0001343118-24-000003 · edgardoc.xml · nonDerivative · entry 2 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,195 F2 · shares: Director elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:42 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,933 | $95.67 | $184,930.11 |
DisclosureSEC source: 0001343118-24-000003 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,428 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| November 07, 2023 Filed Nov 10, 2023 02:34 UTC | Nauticus Robotics, Inc. KITT · Entity 8200 | GrantRSU · Derivative | 48,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-085414 · ownership.xml · derivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,166 Underlying: Common Stock · 48,166 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") is issued pursuant to the Company's 2022 Omnibus Incentive Plan and represents a contingent right to receive one share of common stock, and vesting (i.e., forfeiture restriction termination) generally is subject to the reporting person remaining an employee or director of the Company, its affiliates or subsidiaries. F2 · derivative.exercise_date: The RSUs vest on the earlier of (i) November 7, 2024, or (ii) the date immediately preceding the Company's 2024 annual meeting of stockholders if the reporting person is not on the ballot for such meeting. F2 · derivative.expiration_date: The RSUs vest on the earlier of (i) November 7, 2024, or (ii) the date immediately preceding the Company's 2024 annual meeting of stockholders if the reporting person is not on the ballot for such meeting. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:32 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 145 | $82.46 | $11,956.70 |
DisclosureSEC source: 0001343118-23-000002 · edgardoc.xml · nonDerivative · entry 3 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,495 F2 · shares: Director elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:32 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 270 | $82.46 | $22,264.20 |
DisclosureSEC source: 0001343118-23-000002 · edgardoc.xml · nonDerivative · entry 2 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,640 F2 · shares: Director elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:32 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,243 | $82.46 | $184,957.78 |
DisclosureSEC source: 0001343118-23-000002 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,910 F1 · shares: This grant of restricted stock units vested 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| October 07, 2022 Filed Oct 12, 2022 20:37 UTC | Nauticus Robotics, Inc. KITT · Entity 8200 | GrantRSU · Derivative | 28,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-063547 · ownership.xml · derivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,805 Underlying: Common Stock · 28,805 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") is issued pursuant to the Company's 2022 Omnibus Incentive Plan and represents a contingent right to receive one share of common stock, and vesting (i.e., forfeiture restriction termination) generally is subject to the reporting person remaining an employee or director of the Company, its affiliates or subsidiaries. F2 · derivative.exercise_date: The RSUs vest on the earlier of (i) October 7, 2023, or (ii) the date immediately preceding the Company's 2023 annual meeting of stockholders if the reporting person is not on the ballot for such meeting. F2 · derivative.expiration_date: The RSUs vest on the earlier of (i) October 7, 2023, or (ii) the date immediately preceding the Company's 2023 annual meeting of stockholders if the reporting person is not on the ballot for such meeting. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 22:49 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 146 | $131.26 | $19,163.96 |
DisclosureSEC source: 0001343118-22-000002 · edgardoc.xml · nonDerivative · entry 3 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 F2 · shares: Director elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:49 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 224 | $124.06 | $27,789.44 |
DisclosureSEC source: 0001343118-22-000002 · edgardoc.xml · nonDerivative · entry 2 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,813 F2 · shares: Director elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:49 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,209 | $124.06 | $149,988.54 |
DisclosureSEC source: 0001343118-22-000002 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,037 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 22:55 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 254 | $80.56 | $20,462.24 |
DisclosureSEC source: 0001343118-21-000002 · edgardoc.xml · nonDerivative · entry 3 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,828 F1 · shares: Adviser elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the adviser's tax liability. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 22:55 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,861 | $80.56 | $149,922.16 |
DisclosureSEC source: 0001343118-21-000002 · edgardoc.xml · nonDerivative · entry 2 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,082 F2 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 22:55 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 253 | $83.53 | $21,133.09 |
DisclosureSEC source: 0001343118-21-000002 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,221 F1 · shares: Adviser elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the adviser's tax liability. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:23 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 529 | $71.19 | $37,659.51 |
DisclosureSEC source: 0001343118-20-000002 · edgardoc.xml · nonDerivative · entry 2 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,474 F2 · shares: Adviser elected to satisfy his tax withholding obligations upon vesting of restricted stock units by having the issuer withhold a number of vested shares equal to that of the adviser's tax liability. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:23 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,107 | $71.19 | $149,997.33 |
DisclosureSEC source: 0001343118-20-000002 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,003 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| June 15, 2019 Filed Jun 17, 2019 23:32 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 97 | $57.46 | $5,573.62 |
DisclosureSEC source: 0001343118-19-000004 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,896 F1 · shares: The director elected to satisfy his tax withholding obligations upon vesting of restricted stock units ("RSUs") by having the issuer withhold a number of vested shares equal to that of the director's tax liability. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:35 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 276 | $54.31 | $14,989.56 |
DisclosureSEC source: 0001343118-19-000002 · edgardoc.xml · nonDerivative · entry 2 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,993 F2 · shares: Director elected to satisfy his tax withholding obligations upon vesting of RSUs that were granted on 1/2/2019, by having the issuer withhold a number of vested shares equal to that of the Director's tax liability. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:35 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,301 | $54.31 | $124,967.31 |
DisclosureSEC source: 0001343118-19-000002 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,269 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the Company. Read SEC document |
| October 29, 2018 Filed Oct 31, 2018 21:00 UTC | Everforth Inc ASGN · Entity 4808 | PurchaseCommon Stock | 250 | $66.77 | $16,691.93 |
DisclosureSEC source: 0001343118-18-000007 · edgardoc.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 20:44 UTC | Everforth Inc ASGN · Entity 4808 | Tax withholdingCommon Stock | 97 | $82.98 | $8,049.06 |
DisclosureSEC source: 0000890564-18-000062 · wf-form4_152944104658345.xml · nonDerivative · entry 2 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718 F2 · shares: Adviser elected to satisfy tax withholding obligations upon vesting by having the Company withhold a number of vested shares equal to that of the Adviser's tax liability for the portion of the grant that vested on June 15, 2018. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 20:44 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 815 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-18-000062 · wf-form4_152944104658345.xml · nonDerivative · entry 1 Dyer Joseph Wendell · CIK 0001343118 · Board Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one-year anniversary of the grant 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.