Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Smith Douglas Homes Corp.SDHC · Entity 1658 | See Remarks | March 20, 2026 | March 31, 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.
Smith Douglas Homes Corp.
Report date March 20, 2026 · Filed March 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,597 |
Reported balance
After 2026-03-20 transaction · row 1
1 source rowRow 1 · 2026-03-20 · Tax withholding · Disposed 1,430 · Balance 33,597 F1: These shares were withheld for payment of the withholding taxes upon the vesting of a portion of the restricted stock units granted to the Reporting Person on March 20, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld for payment of the withholding taxes upon the vesting of a portion of the restricted stock units granted to the Reporting Person on March 20, 2025.
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 |
|---|---|---|---|---|---|---|
| March 20, 2026 Filed Mar 31, 2026 00:02 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | Tax withholdingClass A Common Stock | 1,430 | $11.34 | $16,216.20 |
DisclosureSEC source: 0001628280-26-022175 · wk-form4_1774915333.xml · nonDerivative · entry 1 Steele Brett Allen · CIK 0001992420 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,597 F1 · kind: These shares were withheld for payment of the withholding taxes upon the vesting of a portion of the restricted stock units granted to the Reporting Person on March 20, 2025. F1 · shares: These shares were withheld for payment of the withholding taxes upon the vesting of a portion of the restricted stock units granted to the Reporting Person on March 20, 2025. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:15 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | GrantClass A Common Stock | 10,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-018733 · wk-form4_1773778547.xml · nonDerivative · entry 1 Steele Brett Allen · CIK 0001992420 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,027 F1 · shares: Represents an award of restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs vest as to one third (1/3rd) of the shares of Class A Common Stock underlying the RSUs on each of the first three anniversaries of March 13, 2026, subject to the grantee's continued employment through the applicable vesting date. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 20:51 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | GrantClass A Common Stock | 14,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-014544 · wk-form4_1742849463.xml · nonDerivative · entry 2 Steele Brett Allen · CIK 0001992420 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,210 F2 · shares: Represents an award of restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs vest as to one third (1/3rd) of the shares of Class A Common Stock underlying the RSUs on each of the first three anniversaries of March 20, 2025, subject to the grantee's continued employment through the applicable vesting date. Read SEC document |
| January 16, 2025 Filed Mar 24, 2025 20:51 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | Tax withholdingClass A Common Stock | 2,489 | $24.73 | $61,552.97 |
DisclosureSEC source: 0001628280-25-014544 · wk-form4_1742849463.xml · nonDerivative · entry 1 Steele Brett Allen · CIK 0001992420 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,654 F1 · kind: These shares were withheld for payment of the withholding taxes upon vesting of the restricted stock units granted to the Reporting Person on January 16, 2024. F1 · shares: These shares were withheld for payment of the withholding taxes upon vesting of the restricted stock units granted to the Reporting Person on January 16, 2024. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 23:42 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | GrantClass A Common Stock | 7,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-002791 · form4.xml · nonDerivative · entry 2 Steele Brett Allen · CIK 0001992420 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,143 F1 · shares: Represents an award of restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs vest on the one year anniversary of the closing date of the Issuer's initial public offering. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 23:42 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | PurchaseClass A Common Stock | 5,000 | $21.00 | $105,000.00 |
DisclosureSEC source: 0001140361-24-002791 · form4.xml · nonDerivative · entry 1 Steele Brett Allen · CIK 0001992420 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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.