Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EquipmentShare.com IncEQPT · Entity 1901 | CFO & Chief Accounting Officer | April 01, 2026 | April 03, 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.
EquipmentShare.com Inc
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 129,285 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Grant · Acquired 50,000 · Balance 114,285 F1: Reflects a grant of restricted stock units ("RSUs") with respect to Class A Common Stock. The RSUs vest over four years with 25% of the shares underlying the RSUs vesting on the first anniversary of the grant date, and 1/16th of the shares vesting quarterly thereafter, subject to the reporting person's continuous service through each applicable vesting date. Row 2 · 2026-04-01 · Grant · Acquired 15,000 · Balance 129,285 F2: Reflects a grant of RSUs with respect to Class A Common Stock. The RSUs vest 100% on the first anniversary of the grant date, subject to the reporting person's continuous service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") with respect to Class A Common Stock. The RSUs vest over four years with 25% of the shares underlying the RSUs vesting on the first anniversary of the grant date, and 1/16th of the shares vesting quarterly thereafter, subject to the reporting person's continuous service through each applicable vesting date.
F2: Reflects a grant of RSUs with respect to Class A Common Stock. The RSUs vest 100% on the first anniversary of the grant date, subject to the reporting person's continuous service through the 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 01, 2026 Filed Apr 3, 2026 17:46 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | GrantClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-005335 · ownership.xml · nonDerivative · entry 2 Marquardt David · CIK 0002092525 · CFO & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,285 F2 · shares: Reflects a grant of RSUs with respect to Class A Common Stock. The RSUs vest 100% on the first anniversary of the grant date, subject to the reporting person's continuous service through the vesting date. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 17:46 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | GrantClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-005335 · ownership.xml · nonDerivative · entry 1 Marquardt David · CIK 0002092525 · CFO & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,285 F1 · shares: Reflects a grant of restricted stock units ("RSUs") with respect to Class A Common Stock. The RSUs vest over four years with 25% of the shares underlying the RSUs vesting on the first anniversary of the grant date, and 1/16th of the shares vesting quarterly thereafter, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:34 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | OtherStock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $4.22 | $0.00 |
DisclosureSEC source: 0000950103-26-001010 · dp240395_4-marquardt.xml · derivative · entry 5 Marquardt David · CIK 0002092525 · CFO & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 60,000 shares Expires 2031-08-29 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. F1 · shares: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. F3 · derivative.exercise_date: The stock options are fully vested. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:34 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | OtherStock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $4.22 | $0.00 |
DisclosureSEC source: 0000950103-26-001010 · dp240395_4-marquardt.xml · derivative · entry 4 Marquardt David · CIK 0002092525 · CFO & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2031-08-29 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. F1 · shares: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. F3 · derivative.exercise_date: The stock options are fully vested. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:34 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | PurchaseClass A Common Stock | 4,285 | $24.50 | $104,982.50 |
DisclosureSEC source: 0000950103-26-001010 · dp240395_4-marquardt.xml · nonDerivative · entry 3 Marquardt David · CIK 0002092525 · CFO & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,285 F2 · kind: Represents shares of Class A Common Stock purchased pursuant to a directed share purchase program in connection with the Issuer's initial public offering. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:34 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | OtherClass A Common Stock | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-26-001010 · dp240395_4-marquardt.xml · nonDerivative · entry 2 Marquardt David · CIK 0002092525 · CFO & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:34 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | OtherCommon Stock | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-26-001010 · dp240395_4-marquardt.xml · nonDerivative · entry 1 Marquardt David · CIK 0002092525 · CFO & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. No adjustments were made to the number of shares or exercise price of stock options held by the reporting person. 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.