Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATI INCATI · Entity 944 | Director | May 20, 2025 | May 22, 2025 |
| WARRIOR MET COAL, INC.HCC · Entity 3831 | Director | April 23, 2026 | April 27, 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.
ATI INC
Report date May 20, 2025 · Filed May 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 98,865.815 |
Reported balance
After 2025-05-20 transaction · row 1
1 source rowRow 1 · 2025-05-20 · Grant · Acquired 4,039 · Balance 98,865.815 F1: Annual award of restricted stock granted under the Issuer's 2022 Incentive Plan as part of the Issuer's Director compensation program. The award vests on the first anniversary of the grant date. F2: Annual award granted under the Issuer's 2022 Incentive Plan as part of the Issuer's Director compensation program. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual award of restricted stock granted under the Issuer's 2022 Incentive Plan as part of the Issuer's Director compensation program. The award vests on the first anniversary of the grant date.
F2: Annual award granted under the Issuer's 2022 Incentive Plan as part of the Issuer's Director compensation program.
WARRIOR MET COAL, INC.
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,001 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Exercise / conversion · Acquired 3,041 · Balance 43,001 F1: Represents the vesting of restricted stock units, which settle in shares of common stock on a one-for-one basis upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-23 · Exercise / conversion · Disposed 3,041 · Balance 0 F2: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in full on the first anniversary of April 23, 2025, the date of grant, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,708 |
Reported balance
Holding disclosure · report date 2026-04-23 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,708 F3: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2026 Equity Incentive Plan, and vest in full on the first anniversary of April 20, 2026, the date of grant, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of restricted stock units, which settle in shares of common stock on a one-for-one basis upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election.
F2: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in full on the first anniversary of April 23, 2025, the date of grant, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election.
F3: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2026 Equity Incentive Plan, and vest in full on the first anniversary of April 20, 2026, the date of grant, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election.
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 23, 2020 Filed Apr 24, 2020 18:20 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionCommon Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025576 · doc4.xml · nonDerivative · entry 2 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,185 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 · kind: Represents the vesting and settlement of restricted stock units, which convert into common stock on a one-for-one basis. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 18:20 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionRestricted Stock Units · Derivative | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025576 · doc4.xml · derivative · entry 5 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,618 Underlying: Common Stock · 1,308 shares Expires not disclosed 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. F4 · derivative.exercise_price: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 22, 2019, the date of grant. F4 · derivative.exercise_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 22, 2019, the date of grant. F4 · derivative.expiration_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 22, 2019, the date of grant. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 18:20 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionCommon Stock | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025576 · doc4.xml · nonDerivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,135 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 · kind: Represents the vesting and settlement of restricted stock units, which convert into common stock on a one-for-one basis. Read SEC document |
| May 14, 2019 Filed May 14, 2019 22:28 UTC | ATI INC ATI · Entity 944 | Tax withholdingCommon Stock, par value $0.10 per share | 46 | $22.74 | $1,046.04 |
DisclosureSEC source: 0001209191-19-029768 · doc4.xml · nonDerivative · entry 3 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,698.815 F4 · shares: Shares withheld for payment of taxes in connection with the May 14, 2019 vesting of restricted stock granted in May 2018. F5 · price: Represents the average of the high and low trading prices for one share of the Issuer's common stock on the New York Stock Exchange on May 14, 2019. Read SEC document |
| May 13, 2019 Filed May 14, 2019 22:28 UTC | ATI INC ATI · Entity 944 | GrantCommon Stock, par value $0.10 per share | 7,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029768 · doc4.xml · nonDerivative · entry 2 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,744.815 F3 · price: Annual Director award under the Issuer's 2017 Incentive Plan as part of the Issuer's Director compensation program. Includes 4,397 shares representing Mr. Harvey's annual director award and 2,748 shares that Mr. Harvey elected to receive in lieu of a portion of his 2019 cash retainer. Read SEC document |
| May 10, 2019 Filed May 14, 2019 22:28 UTC | ATI INC ATI · Entity 944 | Tax withholdingCommon Stock, par value $0.10 per share | 56 | $23.72 | $1,328.32 |
DisclosureSEC source: 0001209191-19-029768 · doc4.xml · nonDerivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,599.815 F1 · shares: Shares withheld for payment of taxes in connection with the May 10, 2019 vesting of restricted stock granted in May 2016. F2 · price: Represents the average of the high and low trading prices for one share of the Issuer's common stock on the New York Stock Exchange on May 10, 2019. Read SEC document |
| April 27, 2019 Filed Apr 30, 2019 22:04 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionRestricted Stock Units · Derivative | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-19-000230 · edgar.xml · derivative · entry 2 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,389 Underlying: Common Stock · 1,389 shares Expires not disclosed 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: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 27, 2017, the date of grant. F2 · derivative.exercise_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 27, 2017, the date of grant. F2 · derivative.expiration_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 27, 2017, the date of grant. Read SEC document |
| April 27, 2019 Filed Apr 30, 2019 22:04 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionCommon Stock | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-19-000230 · edgar.xml · nonDerivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,827 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 · price: Represents the vesting and settlement of restricted stock units, which convert into shares of common stock of Warrior Met Coal, Inc. on a one-for-one basis. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 23:07 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionRestricted Stock Units · Derivative | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-19-000220 · edgar.xml · derivative · entry 3 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,101 Underlying: Common Stock · 1,050 shares Expires not disclosed 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. F3 · derivative.exercise_price: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 23, 2018, the date of grant. F3 · derivative.exercise_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 23, 2018, the date of grant. F3 · derivative.expiration_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 23, 2018, the date of grant. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 23:07 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionCommon Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-19-000220 · edgar.xml · nonDerivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,438 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 · price: Represents the vesting and settlement of restricted stock units, which convert into shares of common stock of Warrior Met Coal, Inc. on a one-for-one basis. Read SEC document |
| April 22, 2019 Filed Apr 24, 2019 23:07 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | GrantRestricted Stock Units · Derivative | 3,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-19-000220 · edgar.xml · derivative · entry 4 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,926 Underlying: Common Stock · 3,926 shares Expires not disclosed F4 · derivative.exercise_price: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 22, 2019, the date of grant. F4 · derivative.exercise_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 22, 2019, the date of grant. F4 · derivative.expiration_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 22, 2019, the date of grant. Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:47 UTC | ATI INC ATI · Entity 944 | GrantCommon Stock, par value $0.10 per share | 5,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030543 · doc4.xml · nonDerivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,655.815 F1 · shares: Includes 3,526 shares representing Mr. Harvey's annual Director award and 2,204 shares that Mr. Harvey elected to receive in lieu of a portion of his 2018 cash retainer, in each case under the Issuer's Director compensation program. F2 · price: Annual Director award granted under the Issuer's 2017 Incentive Plan as part of the Issuer's Director compensation program. Read SEC document |
| April 27, 2018 Filed May 1, 2018 14:56 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionRestricted Stock Units · Derivative | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-015648 · form4.xml · derivative · entry 2 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,778 Underlying: Common Stock · 1,388 shares Expires not disclosed 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: Represents the vesting and settlement of restricted stock units, which convert into common stock on a one-for-one basis. F1 · price: Represents the vesting and settlement of restricted stock units, which convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 27, 2017, the date of grant. F2 · derivative.expiration_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 27, 2017, the date of grant. Read SEC document |
| April 27, 2018 Filed May 1, 2018 14:56 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Exercise / conversionCommon Stock | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-015648 · form4.xml · nonDerivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,388 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 · price: Represents the vesting and settlement of restricted stock units, which convert into common stock on a one-for-one basis. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 21:31 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | GrantRestricted Stock Units · Derivative | 3,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015254 · form4.xml · derivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,151 Underlying: Common Stock · 3,151 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 23, 2018, the date of grant. F1 · derivative.exercise_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 23, 2018, the date of grant. F1 · derivative.expiration_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of April 23, 2018, the date of grant. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:35 UTC | ATI INC ATI · Entity 944 | GrantCommon Stock, $0.10 par value | 6,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-033109 · doc4.xml · nonDerivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,925.815 F1 · price: Annual Director award granted under the Issuer's 2017 Incentive Plan as part of the Issuer's Director compensation program. Read SEC document |
| April 27, 2017 Filed May 1, 2017 21:23 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | GrantRestricted Stock Units · Derivative | 4,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-011283 · doc4.xml · derivative · entry 1 HARVEY J BRETT · CIK 0001241243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,166 Underlying: Common Stock · 4,166 shares Expires not disclosed F1 · derivative.exercise_price: All of the reported restricted stock units were granted under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan and will vest in three equal annual installments beginning on the first anniversary of April 27, 2017, the date of grant. The units will settle in shares of common stock of Warrior Met Coal, Inc. on a one-for-one basis within ten days following the applicable vesting date. F1 · derivative.exercise_date: All of the reported restricted stock units were granted under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan and will vest in three equal annual installments beginning on the first anniversary of April 27, 2017, the date of grant. The units will settle in shares of common stock of Warrior Met Coal, Inc. on a one-for-one basis within ten days following the applicable vesting date. F1 · derivative.expiration_date: All of the reported restricted stock units were granted under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan and will vest in three equal annual installments beginning on the first anniversary of April 27, 2017, the date of grant. The units will settle in shares of common stock of Warrior Met Coal, Inc. on a one-for-one basis within ten days following the applicable vesting 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.