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 | 604,279 |
Ending reported balance
After 2026-04-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-08 · Exercise / conversion · Acquired 31,645 · Balance 620,380 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 16,101 · Balance 604,279 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 | 1,101,227 |
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 90,000 · Balance 1,101,227 F3: Each restricted share unit is a contingent right to receive one Class A common share. F4: 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 | 1,221,227 |
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 120,000 · Balance 1,221,227 F3: Each restricted share unit is a contingent right to receive one Class A common share. F5: 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 | 1,189,582 |
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 · Exercise / conversion · Disposed 31,645 · Balance 1,189,582 F3: Each restricted share unit is a contingent right to receive one Class A common share. F6: This award was granted on April 8, 2025. 31,645 and 31,646 restricted share units subject to the award are scheduled to vest on 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 | 226,232 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 226,232 |
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: Each restricted share unit is a contingent right to receive one Class A common share.
F4: 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: The restricted share units will vest based upon the satisfaction of certain share price targets during the performance period ending February 28, 2029.
F6: This award was granted on April 8, 2025. 31,645 and 31,646 restricted share units subject to the award are scheduled to vest on 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 |
|---|---|---|---|---|---|---|
| January 16, 2018 Filed Jan 18, 2018 00:33 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Exercise / conversionRestricted share units · Derivative | 53,017 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-001220 · doc4.xml · derivative · entry 6 McWilliams Greg · CIK 0001704078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,035 Underlying: Class A common shares · 53,017 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: On June 1, 2016, the reporting person was granted such restricted share units pursuant to the 2016 Incentive Award Plan. Such restricted share units have vested. The remaining unsettled restricted share units will settle on a one-for-one basis in Class A common shares or cash, at the option of the Company, in two equal installments on January 15, 2019 and January 15, 2020. F4 · derivative.exercise_date: On June 1, 2016, the reporting person was granted such restricted share units pursuant to the 2016 Incentive Award Plan. Such restricted share units have vested. The remaining unsettled restricted share units will settle on a one-for-one basis in Class A common shares or cash, at the option of the Company, in two equal installments on January 15, 2019 and January 15, 2020. F4 · derivative.expiration_date: On June 1, 2016, the reporting person was granted such restricted share units pursuant to the 2016 Incentive Award Plan. Such restricted share units have vested. The remaining unsettled restricted share units will settle on a one-for-one basis in Class A common shares or cash, at the option of the Company, in two equal installments on January 15, 2019 and January 15, 2020. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 00:33 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Tax withholdingClass A common shares | 26,419 | $14.59 | $385,453.21 |
DisclosureSEC source: 0000899243-18-001220 · doc4.xml · nonDerivative · entry 4 McWilliams Greg · CIK 0001704078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,212 Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 00:33 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Exercise / conversionClass A common shares | 53,017 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-001220 · doc4.xml · nonDerivative · entry 3 McWilliams Greg · CIK 0001704078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,631 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 · price: Restricted share units were settled on a one-for-one basis in Class A common shares. Read SEC document |
| January 15, 2018 Filed Jan 18, 2018 00:33 UTC | Five Point Holdings, LLC FPH · Entity 5173 | Tax withholdingClass A common shares | 7,529 | $14.83 | $111,655.07 |
DisclosureSEC source: 0000899243-18-001220 · doc4.xml · nonDerivative · entry 2 McWilliams Greg · CIK 0001704078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,614 Read SEC document |
| January 15, 2018 Filed Jan 18, 2018 00:33 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantClass A common shares | 134,861 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-001220 · doc4.xml · nonDerivative · entry 1 McWilliams Greg · CIK 0001704078 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,143 F1 · shares: These shares are subject to certain restrictions upon transfer and rights of forfeiture as set forth in the Five Point Holdings, LLC 2016 Incentive Award Plan (the "2016 Incentive Award Plan") and an agreement entered into between the registered owner and Five Point Holdings, LLC (the "Company"), copies of which are on file with the secretary of the Company. Such restricted shares will vest in three equal annual installments beginning on January 15, 2019. 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.