Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five Point Holdings, LLCFPH · Entity 5173 | See Remarks | April 08, 2026 | April 10, 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.
Five Point Holdings, LLC
Report date April 08, 2026 · Filed April 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common sharesSEC Table I · non-derivative | Direct | 69,745 |
Ending reported balance
After 2026-04-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-08 · Exercise / conversion · Acquired 33,021 · Balance 86,547 F1: Each restricted share unit is a contingent right to receive one Class A common share. This transaction represents the settlement of restricted share units in Class A common shares on their scheduled vesting date. Row 2 · 2026-04-08 · Tax withholding · Disposed 16,802 · Balance 69,745 F2: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the settlement of restricted share units previously granted to the reporting person. No shares were sold by the reporting person. |
| Restricted share unitsSEC Table II · derivative / convertible security | Direct | 1,106,834 |
Reported balance
After 2026-04-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-08 · Grant · Acquired 94,500 · Balance 1,106,834 F4: Each restricted share unit is a contingent right to receive one Class A common share. F5: The restricted share units will vest in equal installments over three years on April 8, 2027, April 8, 2028 and April 8, 2029, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. |
| Restricted share unitsSEC Table II · derivative / convertible security | Direct | 1,232,834 |
Reported balance
After 2026-04-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-08 · Grant · Acquired 126,000 · Balance 1,232,834 F4: Each restricted share unit is a contingent right to receive one Class A common share. F6: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029. |
| Restricted share unitsSEC Table II · derivative / convertible security | Direct | 1,312,834 |
Reported balance
After 2026-04-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-08 · Grant · Acquired 80,000 · Balance 1,312,834 F4: Each restricted share unit is a contingent right to receive one Class A common share. F7: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029 only if the share price exceeds $10 per share during any 20 consecutive days during the performance period. |
| Restricted share unitsSEC Table II · derivative / convertible security | Direct | 1,279,813 |
Reported balance
After 2026-04-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-04-08 · Exercise / conversion · Disposed 33,021 · Balance 1,279,813 F4: Each restricted share unit is a contingent right to receive one Class A common share. F8: This award was granted on April 8, 2025. 33,021 and 33,022 restricted share units subject to the award are scheduled to vest on each of April 8, 2027 and April 8, 2028, respectively, assuming continued employment through the applicable vesting date. |
| Class A common sharesSEC Table I · non-derivative | IndirectBy Trust | 28,971 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28,971 F3: The Class A common shares of the Company are owned by The Tobler Family Trust dated February 6, 2009. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted share unit is a contingent right to receive one Class A common share. This transaction represents the settlement of restricted share units in Class A common shares on their scheduled vesting date.
F2: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the settlement of restricted share units previously granted to the reporting person. No shares were sold by the reporting person.
F3: The Class A common shares of the Company are owned by The Tobler Family Trust dated February 6, 2009.
F4: Each restricted share unit is a contingent right to receive one Class A common share.
F5: The restricted share units will vest in equal installments over three years on April 8, 2027, April 8, 2028 and April 8, 2029, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date.
F6: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029.
F7: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029 only if the share price exceeds $10 per share during any 20 consecutive days during the performance period.
F8: This award was granted on April 8, 2025. 33,021 and 33,022 restricted share units subject to the award are scheduled to vest on each of April 8, 2027 and April 8, 2028, respectively, assuming continued employment through the applicable vesting 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 |
|---|---|---|---|---|---|---|
| April 08, 2026 Filed Apr 10, 2026 22:25 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Exercise / conversionRestricted share units · Derivative | 33,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-151533 · ownership.xml · derivative · entry 7 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,279,813 Underlying: Class A common shares · 33,021 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: Each restricted share unit is a contingent right to receive one Class A common share. F8 · derivative.exercise_date: This award was granted on April 8, 2025. 33,021 and 33,022 restricted share units subject to the award are scheduled to vest on each of April 8, 2027 and April 8, 2028, respectively, assuming continued employment through the applicable vesting date. F8 · derivative.expiration_date: This award was granted on April 8, 2025. 33,021 and 33,022 restricted share units subject to the award are scheduled to vest on each of April 8, 2027 and April 8, 2028, respectively, assuming continued employment through the applicable vesting date. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 22:25 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-151533 · ownership.xml · derivative · entry 6 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,312,834 Underlying: Class A common shares · 80,000 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F7 · derivative.exercise_date: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029 only if the share price exceeds $10 per share during any 20 consecutive days during the performance period. F7 · derivative.expiration_date: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029 only if the share price exceeds $10 per share during any 20 consecutive days during the performance period. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 22:25 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 126,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-151533 · ownership.xml · derivative · entry 5 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,232,834 Underlying: Class A common shares · 126,000 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F6 · derivative.exercise_date: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029. F6 · derivative.expiration_date: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 22:25 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 94,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-151533 · ownership.xml · derivative · entry 4 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,106,834 Underlying: Class A common shares · 94,500 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F5 · derivative.exercise_date: The restricted share units will vest in equal installments over three years on April 8, 2027, April 8, 2028 and April 8, 2029, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. F5 · derivative.expiration_date: The restricted share units will vest in equal installments over three years on April 8, 2027, April 8, 2028 and April 8, 2029, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 22:25 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Tax withholdingClass A common shares | 16,802 | $5.00 | $84,010.00 |
DisclosureSEC source: 0001193125-26-151533 · ownership.xml · nonDerivative · entry 2 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,745 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the settlement of restricted share units previously granted to the reporting person. No shares were sold by the reporting person. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 22:25 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Exercise / conversionClass A common shares | 33,021 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-151533 · ownership.xml · nonDerivative · entry 1 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,547 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: Each restricted share unit is a contingent right to receive one Class A common share. This transaction represents the settlement of restricted share units in Class A common shares on their scheduled vesting date. Read SEC document |
| March 08, 2026 Filed Mar 11, 2026 01:26 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Exercise / conversionRestricted share units · Derivative | 36,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001993763-26-000003 · wk-form4_1773192357.xml · derivative · entry 4 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,012,334 Underlying: Class A common shares · 36,423 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: Each restricted share unit is a contingent right to receive one Class A common share. F5 · derivative.exercise_date: This award was granted on March 8, 2024. 36,423 restricted share units subject to the award vested on each of March 8, 2025 and March 8, 2026, and the remaining unvested restricted share units are scheduled to vest on March 8, 2027, assuming continued employment through the applicable vesting date. F5 · derivative.expiration_date: This award was granted on March 8, 2024. 36,423 restricted share units subject to the award vested on each of March 8, 2025 and March 8, 2026, and the remaining unvested restricted share units are scheduled to vest on March 8, 2027, assuming continued employment through the applicable vesting date. Read SEC document |
| March 08, 2026 Filed Mar 11, 2026 01:26 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Tax withholdingClass A common shares | 18,533 | $5.44 | $100,819.52 |
DisclosureSEC source: 0001993763-26-000003 · wk-form4_1773192357.xml · nonDerivative · entry 2 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,526 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the settlement of restricted share units previously granted to the reporting person. No shares were sold by the reporting person. Read SEC document |
| March 08, 2026 Filed Mar 11, 2026 01:26 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Exercise / conversionClass A common shares | 36,423 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001993763-26-000003 · wk-form4_1773192357.xml · nonDerivative · entry 1 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,059 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: Each restricted share unit is a contingent right to receive one Class A common share. This transaction represents the settlement of restricted share units in Class A common shares on their scheduled vesting date. Read SEC document |
| December 04, 2025 Filed Dec 6, 2025 00:48 UTC | Five Point Holdings, LLC FPH · Entity 5173 | SaleClass A common shares | 18,714 | $6.01 | $112,471.14 |
DisclosureSEC source: 0001993763-25-000006 · wk-form4_1764982123.xml · nonDerivative · entry 2 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,636 F2 · shares: The sale reported on this Form 4 represents shares sold to cover tax withholding obligations in connection with the vesting of restricted share units. Read SEC document |
| December 03, 2025 Filed Dec 6, 2025 00:48 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantClass A common shares | 36,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001993763-25-000006 · wk-form4_1764982123.xml · nonDerivative · entry 1 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,350 F1 · shares: Represents restricted share units that vested on December 3, 2025 following certification of achievement of a milestone-based performance objective. Read SEC document |
| September 03, 2025 Filed Sep 5, 2025 23:14 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001993763-25-000003 · wk-form4_1757114057.xml · derivative · entry 1 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,048,757 Underlying: Class A common shares · 500,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F2 · derivative.exercise_date: The restricted share units ("RSUs") were granted as part of the Company's executive compensation program to incentivize and reward outsized shareholder value creation. The RSUs will vest based upon the satisfaction of certain share price targets during the performance period between September 3, 2028, and September 3, 2030 (the "Performance Period"), with 20% of the RSUs eligible to vest upon the achievement of each of the following share price thresholds: $11.50, $14.25, $17.00, $19.75 and $22.50. The price thresholds represent a range of price appreciation of approximately 100% to 300% of the closing price of our Class A Shares on the grant date. Achievement of a price threshold will be determined using the average closing price for our Class A Shares across any 50 consecutive trading day period within the Performance Period, with the closing price for at least 25 of such trading days at or above the applicable price threshold. F2 · derivative.expiration_date: The restricted share units ("RSUs") were granted as part of the Company's executive compensation program to incentivize and reward outsized shareholder value creation. The RSUs will vest based upon the satisfaction of certain share price targets during the performance period between September 3, 2028, and September 3, 2030 (the "Performance Period"), with 20% of the RSUs eligible to vest upon the achievement of each of the following share price thresholds: $11.50, $14.25, $17.00, $19.75 and $22.50. The price thresholds represent a range of price appreciation of approximately 100% to 300% of the closing price of our Class A Shares on the grant date. Achievement of a price threshold will be determined using the average closing price for our Class A Shares across any 50 consecutive trading day period within the Performance Period, with the closing price for at least 25 of such trading days at or above the applicable price threshold. Read SEC document |
| April 08, 2025 Filed Apr 11, 2025 00:47 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 231,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001574197-25-000042 · wk-form4_1744332465.xml · derivative · entry 2 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 548,757 Underlying: Class A common shares · 231,150 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F3 · derivative.exercise_date: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2028. F3 · derivative.expiration_date: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2028. Read SEC document |
| April 08, 2025 Filed Apr 11, 2025 00:47 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 99,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001574197-25-000042 · wk-form4_1744332465.xml · derivative · entry 1 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317,607 Underlying: Class A common shares · 99,064 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F2 · derivative.exercise_date: The restricted share units will vest in equal installments over three years on April 8, 2026, April 8, 2027 and April 8, 2028, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: The restricted share units will vest in equal installments over three years on April 8, 2026, April 8, 2027 and April 8, 2028, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| March 08, 2025 Filed Mar 12, 2025 01:01 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Exercise / conversionRestricted share units · Derivative | 36,423 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574197-25-000014 · wk-form4_1741741304.xml · derivative · entry 4 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,543 Underlying: Class A common shares · 36,423 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: Each restricted share unit is a contingent right to receive one Class A common share. F1 · price: Each restricted share unit is a contingent right to receive one Class A common share. This transaction represents the settlement of restricted share units in Class A common shares on their scheduled vesting date. F5 · derivative.exercise_date: This award was granted on March 8, 2024. 36,423 restricted share units subject to the award vested on March 8, 2025, and the remaining unvested restricted share units are scheduled to vest on each of March 8, 2026 and March 8, 2027, assuming continued employment through the applicable vesting date. F5 · derivative.expiration_date: This award was granted on March 8, 2024. 36,423 restricted share units subject to the award vested on March 8, 2025, and the remaining unvested restricted share units are scheduled to vest on each of March 8, 2026 and March 8, 2027, assuming continued employment through the applicable vesting date. Read SEC document |
| March 08, 2025 Filed Mar 12, 2025 01:01 UTC | Five Point Holdings, LLC FPH · Entity 5173 | SaleClass A common shares | 18,496 | $5.78 | $106,906.88 |
DisclosureSEC source: 0001574197-25-000014 · wk-form4_1741741304.xml · nonDerivative · entry 2 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,927 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the settlement of restricted share units previously granted to the reporting person. No shares were sold by the reporting person. Read SEC document |
| March 08, 2025 Filed Mar 12, 2025 01:01 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Exercise / conversionClass A common shares | 36,423 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574197-25-000014 · wk-form4_1741741304.xml · nonDerivative · entry 1 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,423 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: Each restricted share unit is a contingent right to receive one Class A common share. This transaction represents the settlement of restricted share units in Class A common shares on their scheduled vesting date. Read SEC document |
| March 08, 2024 Filed Mar 13, 2024 01:19 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 145,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001574197-24-000044 · wk-form4_1710292774.xml · derivative · entry 2 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,966 Underlying: Class A common shares · 145,695 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F3 · derivative.exercise_date: The restricted share units will vest based upon the satisfaction of certain price targets during the three-year performance period ending February 28, 2027. F3 · derivative.expiration_date: The restricted share units will vest based upon the satisfaction of certain price targets during the three-year performance period ending February 28, 2027. Read SEC document |
| March 08, 2024 Filed Mar 13, 2024 01:19 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 109,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001574197-24-000044 · wk-form4_1710292774.xml · derivative · entry 1 Tobler Kim · CIK 0001993763 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,271 Underlying: Class A common shares · 109,271 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F2 · derivative.exercise_date: The restricted share units will vest in equal installments over three years on March 8, 2025, March 8, 2026 and March 8, 2027, subject to the reporting person's continued service with the Issuer through the applicable vesting date. F2 · derivative.expiration_date: The restricted share units will vest in equal installments over three years on March 8, 2025, March 8, 2026 and March 8, 2027, subject to the reporting person's continued service with the Issuer through 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.