Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ares Real Estate Income Trust Inc.NONE · Entity 9779 | Director | August 01, 2025 | August 05, 2025 |
| Evolv Technologies Holdings, Inc.NHIC · Entity 5017 | Director | July 30, 2020 | July 31, 2020 |
| NewHold Investment Corp IVNHIV · Entity 6027 | Director | April 14, 2026 | April 16, 2026 |
| NewHold Investment Corp. IINHIC · Entity 134004 | Director | October 20, 2021 | October 20, 2021 |
| NewHold Investment Corp. IIINHIC · Entity 5972 | Director | February 27, 2025 | April 25, 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.
Ares Real Estate Income Trust Inc.
Report date August 01, 2025 · Filed August 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I-R Common StockSEC Table I · non-derivative | Direct | 45,245.693 |
Reported balance
After 2025-08-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-08-01 · Grant · Acquired 9,707.23 · Balance 45,245.693 F1: The shares reported relate to restricted stock units awarded to the reporting person and are subject to specified vesting and settlement provisions. F2: Includes 9,707.230 restricted stock units awarded to the reporting person that are subject to specified vesting and settlement provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported relate to restricted stock units awarded to the reporting person and are subject to specified vesting and settlement provisions.
F2: Includes 9,707.230 restricted stock units awarded to the reporting person that are subject to specified vesting and settlement provisions.
Evolv Technologies Holdings, Inc.
Report date July 30, 2020 · Filed July 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-07-30 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registrant's registration statement on Form S-1 (File No. 333-239822) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registrant's registration statement on Form S-1 (File No. 333-239822) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
NewHold Investment Corp IV
Report date April 14, 2026 · Filed April 16, 2026
This filing explicitly reported no securities owned.
NewHold Investment Corp. II
Report date October 20, 2021 · Filed October 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-10-20 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registration's registration on Form S-1 (File No. 333-254667) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registration's registration on Form S-1 (File No. 333-254667) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
NewHold Investment Corp. III
Report date February 27, 2025 · Filed April 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-02-27 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date.
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 |
|---|---|---|---|---|---|---|
| August 01, 2025 Filed Aug 5, 2025 18:28 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | GrantClass I-R Common Stock | 9,707.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-074107 · tm2522518-4_4seq1.xml · nonDerivative · entry 1 Mathis Brian · CIK 0001819289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,245.693 F1 · shares: The shares reported relate to restricted stock units awarded to the reporting person and are subject to specified vesting and settlement provisions. F2 · balance_after: Includes 9,707.230 restricted stock units awarded to the reporting person that are subject to specified vesting and settlement provisions. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 15:35 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | GrantClass I Common Stock | 10,011.881 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-085716 · tm2420792-1_4seq1.xml · nonDerivative · entry 1 Mathis Brian · CIK 0001819289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,996.466 F1 · shares: The shares reported relate to restricted stock units awarded to the reporting person and are subject to specified vesting and settlement provisions. F2 · balance_after: Includes 10,011.881 restricted stock units awarded to the reporting person that are subject to specified vesting and settlement provisions. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 18:59 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | GrantClass I Common Stock | 8,935.166 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-012118 · form4-08112023_060831.xml · nonDerivative · entry 1 Mathis Brian · CIK 0001819289 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,524.505 F1 · shares: The shares reported relate to restricted stock units awarded to the reporting person and are subject to specified vesting and settlement provisions. F2 · balance_after: Includes 8,935.166 restricted stock units awarded to the reporting person that are subject to specified vesting and settlement provisions. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 20:10 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | GrantClass I Common Stock | 8,464.725 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-008365 · form4-08082022_010837.xml · nonDerivative · entry 1 Mathis Brian · CIK 0001819289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,218.272 F1 · shares: The shares reported relate to restricted stock units awarded to the reporting person and are subject to specified vesting and settlement provisions. F2 · balance_after: Includes 8,464.725 restricted stock units awarded to the reporting person that are subject to specified vesting and settlement provisions. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 19:33 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | GrantClass I Common Stock | 6,503.473 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004335 · form4-09102021_120946.xml · nonDerivative · entry 1 Mathis Brian · CIK 0001819289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,503.473 F1 · shares: The shares reported relate to restricted stock units awarded to the reporting person and are subject to specified vesting and settlement provisions. F1 · balance_after: The shares reported relate to restricted stock units awarded to the reporting person and are subject to specified vesting and settlement provisions. 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.