Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRC Group Holdings, Inc.RILY · Entity 6050 | Director | April 03, 2026 | April 07, 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.
BRC Group Holdings, Inc.
Report date April 03, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 211,989 |
Ending reported balance
After 2026-04-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-03 · Grant · Acquired 3,660 · Balance 164,230 F1: Represents shares issued for Board equity compensation. Row 2 · 2026-04-03 · Grant · Acquired 14,695 · Balance 178,925 F2: Represents a restricted stock unit that settles in common stock of the Company and vests in full on May 19, 2026, the Company's 2026 Annual Shareholder Meeting. Row 3 · 2026-04-03 · Grant · Acquired 33,064 · Balance 211,989 F3: Represents a restricted stock unit that settles in common stock of the Company and vests in full on April 3, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares issued for Board equity compensation.
F2: Represents a restricted stock unit that settles in common stock of the Company and vests in full on May 19, 2026, the Company's 2026 Annual Shareholder Meeting.
F3: Represents a restricted stock unit that settles in common stock of the Company and vests in full on April 3, 2027.
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 03, 2026 Filed Apr 7, 2026 23:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 33,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-041179 · ownership.xml · nonDerivative · entry 3 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,989 F3 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on April 3, 2027. Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 23:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 14,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-041179 · ownership.xml · nonDerivative · entry 2 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,925 F2 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on May 19, 2026, the Company's 2026 Annual Shareholder Meeting. Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 23:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 3,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-041179 · ownership.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,230 F1 · shares: Represents shares issued for Board equity compensation. Read SEC document |
| November 17, 2023 Filed Nov 17, 2023 16:34 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 5,000 | $21.23 | $106,143.00 |
DisclosureSEC source: 0001213900-23-088184 · ownership.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,570 F1 · shares: These transactions were executed in multiple trades at prices ranging from $20.725 to $21.68. The prices reported above reflect the weighted average purchase prices. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| May 23, 2023 Filed May 25, 2023 21:04 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-043158 · ownership.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,570 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 23, 2024, or the Company's next Annual Shareholder Meeting. Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 18:06 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 12,500 | $40.59 | $507,396.25 |
DisclosureSEC source: 0001213900-23-009646 · ownership.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,573 F1 · shares: These transactions were executed in multiple trades at prices ranging from $40.39 to $41.10. The prices reported above reflect the weighted average purchase prices. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:01 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-029784 · ownership.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,073 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 2, 2023, or the Company's next Annual Shareholder Meeting. Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 16:01 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-031390 · ownership.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,583 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 4, 2022, or the Company's next Annual Shareholder Meeting. Read SEC document |
| June 18, 2020 Filed Jun 22, 2020 20:45 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 3,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-015462 · ownership.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,509 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 21, 2021, or the Company's next Annual Shareholder Meeting. Read SEC document |
| July 18, 2019 Filed Jul 22, 2019 21:01 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 2,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-19-013320 · ownership.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,053 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 21, 2020, or the Company's next Annual Shareholder Meeting. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 679 | $16.63 | $11,292.18 |
DisclosureSEC source: 0001615774-19-002963 · s116311_form4.xml · nonDerivative · entry 2 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,443 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 22:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 7,662 | $16.30 | $124,856.89 |
DisclosureSEC source: 0001615774-19-002963 · s116311_form4.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,764 Read SEC document |
| August 21, 2018 Filed Sep 19, 2018 01:04 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 2,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001615774-18-009696 · s112775_form4.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,102 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 1, 2019, or the Company's next Annual Shareholder Meeting. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 22:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001615774-17-004680 · s107287_form4.xml · nonDerivative · entry 1 D Agostino Robert P · CIK 0001342009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,840 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 1, 2018, or the Company's next Annual Shareholder Meeting. 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.