Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bob's Discount Furniture, Inc.BOBS · Entity 4464 | Director | February 06, 2026 | February 06, 2026 |
| COOPER COMPANIES, INC.COO · Entity 3395 | Director | April 01, 2026 | April 06, 2026 |
| DZS INC.DZSI · Entity 17724 | Director | December 31, 2024 | January 02, 2025 |
| Limoneira COLMNR · Entity 6108 | Director | March 25, 2026 | March 26, 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.
Bob's Discount Furniture, Inc.
Report date February 06, 2026 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,200 |
Reported balance
After 2026-02-06 transaction · row 1
1 source rowRow 1 · 2026-02-06 · Purchase · Acquired 1,200 · Balance 1,200 |
COOPER COMPANIES, INC.
Report date April 01, 2026 · Filed April 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,050 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Exercise / conversion · Acquired 3,050 · Balance 3,050 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-01 · Exercise / conversion · Disposed 3,050 · Balance 0 F1: This award has no expiration date. Units will either vest or be forfeited. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,779 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Grant · Acquired 3,779 · Balance 3,779 F1: This award has no expiration date. Units will either vest or be forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: This award has no expiration date. Units will either vest or be forfeited.
DZS INC.
Report date December 31, 2024 · Filed January 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,065 |
Reported balance
After 2024-12-31 transaction · row 1
1 source rowRow 1 · 2024-12-31 · Exercise / conversion · Acquired 25,000 · Balance 117,065 F1: This represents the third vesting on December 31, 2024, in the amount of 25,000 units for a total amount vested of 100,000 of the restricted stock units issued on September 6, 2024. Each restricted stock unit represents the right to receive one share of the issuer's common stock upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-12-31 · Exercise / conversion · Disposed 25,000 · Balance 0 F1: This represents the third vesting on December 31, 2024, in the amount of 25,000 units for a total amount vested of 100,000 of the restricted stock units issued on September 6, 2024. Each restricted stock unit represents the right to receive one share of the issuer's common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: This represents the third vesting on December 31, 2024, in the amount of 25,000 units for a total amount vested of 100,000 of the restricted stock units issued on September 6, 2024. Each restricted stock unit represents the right to receive one share of the issuer's common stock upon vesting.
Limoneira CO
Report date March 25, 2026 · Filed March 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,293 |
Reported balance
After 2026-03-25 transaction · row 1
1 source rowRow 1 · 2026-03-25 · Grant · Disposed 6,315 · Balance 19,293 F1: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TrueCar, Inc.
Report date January 21, 2026 · Filed January 23, 2026
Section 16 reporting ended · disclosed 2026-01-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-21 transaction · row 1
1 source rowRow 1 · 2026-01-21 · Disposition to issuer · Disposed 355,226 · Balance 0 F1: On January 21, 2026 (the "Effective Time"), pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and between TrueCar, Inc., a Delaware corporation (the "Company"), Fair Holdings, Inc., a Delaware corporation ("Parent"), and Rapid Merger Subsidiary, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Subsidiary"), Merger Subsidiary merged with and into the Company, with the Company surviving the Merger as a wholly-owned subsidiary of Parent (the "Merger"). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement. F2: Pursuant to the terms of the Merger Agreement, at the Effective Time (i) each outstanding share of Company Stock was canceled and converted into the right to receive $2.55 per share in cash (the "Merger Consideration"), and (ii) each outstanding Company RSU held by the reporting person was canceled in exchange for an amount in cash equal to the Merger Consideration per share of Company Stock underlying each Company RSU, less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 21, 2026 (the "Effective Time"), pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and between TrueCar, Inc., a Delaware corporation (the "Company"), Fair Holdings, Inc., a Delaware corporation ("Parent"), and Rapid Merger Subsidiary, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Subsidiary"), Merger Subsidiary merged with and into the Company, with the Company surviving the Merger as a wholly-owned subsidiary of Parent (the "Merger"). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.
F2: Pursuant to the terms of the Merger Agreement, at the Effective Time (i) each outstanding share of Company Stock was canceled and converted into the right to receive $2.55 per share in cash (the "Merger Consideration"), and (ii) each outstanding Company RSU held by the reporting person was canceled in exchange for an amount in cash equal to the Merger Consideration per share of Company Stock underlying each Company RSU, less any applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| May 20, 2021 Filed May 21, 2021 19:51 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 31,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011015 · doc1.xml · nonDerivative · entry 1 Carbone Barbara · CIK 0001822841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,483 F1 · shares: The reported securities are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2022 annual meeting of stockholders or May 31, 2022. Read SEC document |
| March 31, 2021 Filed Jul 2, 2021 15:00 UTC | DZS INC. DZSI · Entity 17724 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-044831 · doc4.xml · derivative · entry 3 Carbone Barbara · CIK 0001822841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,207 Underlying: Common Stock · 1,068 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: This represents the first vesting on March 31, 2021 in the amount of 1,068 units and the second vesting on June 30, 2021 in the amount of 1,068 shares for a total amount vested of 2,136 of the restricted stock units issued on January 4, 2021. Each restricted stock unit represents the right to receive one share of the issuer's common stock upon vesting. F1 · price: This represents the first vesting on March 31, 2021 in the amount of 1,068 units and the second vesting on June 30, 2021 in the amount of 1,068 shares for a total amount vested of 2,136 of the restricted stock units issued on January 4, 2021. Each restricted stock unit represents the right to receive one share of the issuer's common stock upon vesting. F1 · derivative.exercise_date: This represents the first vesting on March 31, 2021 in the amount of 1,068 units and the second vesting on June 30, 2021 in the amount of 1,068 shares for a total amount vested of 2,136 of the restricted stock units issued on January 4, 2021. Each restricted stock unit represents the right to receive one share of the issuer's common stock upon vesting. F1 · derivative.expiration_date: This represents the first vesting on March 31, 2021 in the amount of 1,068 units and the second vesting on June 30, 2021 in the amount of 1,068 shares for a total amount vested of 2,136 of the restricted stock units issued on January 4, 2021. Each restricted stock unit represents the right to receive one share of the issuer's common stock upon vesting. Read SEC document |
| March 31, 2021 Filed Jul 2, 2021 15:00 UTC | DZS INC. DZSI · Entity 17724 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044831 · doc4.xml · nonDerivative · entry 1 Carbone Barbara · CIK 0001822841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,068 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: This represents the first vesting on March 31, 2021 in the amount of 1,068 units and the second vesting on June 30, 2021 in the amount of 1,068 shares for a total amount vested of 2,136 of the restricted stock units issued on January 4, 2021. Each restricted stock unit represents the right to receive one share of the issuer's common stock upon vesting. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 14:32 UTC | DZS INC. DZSI · Entity 17724 | GrantCommon Stock | 4,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001890 · doc4.xml · nonDerivative · entry 1 Carbone Barbara · CIK 0001822841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,275 F1 · shares: Represents restricted stock units issued to the reporting person that will vest in four equal installments on March 31, 2021, June 30, 2021, September 30, 2021 and December 31, 2021, subject to the reporting person's continued service to the issuer on each such vesting date. Each restricted stock unit represents the right to receive one share of the company's common stock upon vesting. Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 20:17 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 61,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-016191 · doc1.xml · nonDerivative · entry 1 Carbone Barbara · CIK 0001822841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,037 F1 · shares: The reported securities are represented by restricted stock units (RSUs) which vest in three (3) equal annual installments beginning on August 15, 2021. 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.