Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCHEX INCMCHX · Entity 6912 | President & Chief Rev Officer | March 20, 2026 | March 20, 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.
MARCHEX INC
Report date March 20, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 87,500 |
Reported balance
After 2026-03-20 transaction · row 1
1 source rowRow 1 · 2026-03-20 · Exercise / conversion · Acquired 87,500 · Balance 87,500 F1: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-20 · Exercise / conversion · Disposed 87,500 · Balance 0 F1: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant 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 |
|---|---|---|---|---|---|---|
| March 20, 2026 Filed Mar 20, 2026 16:15 UTC | MARCHEX INC MCHX · Entity 6912 | Exercise / conversionRestricted Stock Units · Derivative | 87,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-117660 · ownership.xml · derivative · entry 2 HARTLESS TROY · CIK 0001256567 · President & Chief Rev Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 87,500 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: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. F1 · derivative.exercise_date: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. F1 · derivative.expiration_date: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. Read SEC document |
| March 20, 2026 Filed Mar 20, 2026 16:15 UTC | MARCHEX INC MCHX · Entity 6912 | Exercise / conversionClass B Common Stock | 87,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-117660 · ownership.xml · nonDerivative · entry 1 HARTLESS TROY · CIK 0001256567 · President & Chief Rev Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,500 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: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 16:15 UTC | MARCHEX INC MCHX · Entity 6912 | GrantRestricted Stock Units · Derivative | 128,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057073 · ownership.xml · derivative · entry 1 HARTLESS TROY · CIK 0001256567 · President & Chief Rev Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,205 Underlying: Class B Common Stock · 128,205 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units award effective February 17, 2026 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. F1 · derivative.exercise_date: Restricted stock units award effective February 17, 2026 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. F1 · derivative.expiration_date: Restricted stock units award effective February 17, 2026 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 16:15 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $1.81 | $0.00 |
DisclosureSEC source: 0001193125-25-242521 · ownership.xml · derivative · entry 2 HARTLESS TROY · CIK 0001256567 · President & Chief Rev Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Class B Common Stock · 150,000 shares Expires 2035-10-16 F2 · security: Stock options award effective October 16, 2025 (the "Grant Date"), with vesting over four years, 25% of the total option shares vesting on the first anniversary of the Grant Date and the remainder vesting quarterly thereafter over the next three (3) year period in equal increments of 6.25% of the aggregate amount of such shares, subject to acceleration of vesting in certain events. F2 · derivative.exercise_date: Stock options award effective October 16, 2025 (the "Grant Date"), with vesting over four years, 25% of the total option shares vesting on the first anniversary of the Grant Date and the remainder vesting quarterly thereafter over the next three (3) year period in equal increments of 6.25% of the aggregate amount of such shares, subject to acceleration of vesting in certain events. Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 16:15 UTC | MARCHEX INC MCHX · Entity 6912 | GrantRestricted Stock Units · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-242521 · ownership.xml · derivative · entry 1 HARTLESS TROY · CIK 0001256567 · President & Chief Rev Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Class B Common Stock · 150,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units award effective October 16, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the fourth anniversary of the Grant Date. F1 · derivative.exercise_date: Restricted stock units award effective October 16, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the fourth anniversary of the Grant Date. F1 · derivative.expiration_date: Restricted stock units award effective October 16, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the fourth anniversary of the Grant Date. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 16:20 UTC | MARCHEX INC MCHX · Entity 6912 | GrantRestricted Stock Units · Derivative | 87,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-043225 · ownership.xml · derivative · entry 1 HARTLESS TROY · CIK 0001256567 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,500 Underlying: Class B Common Stock · 87,500 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. F1 · derivative.exercise_date: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. F1 · derivative.expiration_date: Restricted stock units award effective March 20, 2025 (the "Grant Date"). Each restricted stock unit represents the right to receive one share of the Corporation's Class B Common Stock upon vesting, which occurs in full on the first anniversary of the Grant Date. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 16:30 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $1.58 | $0.00 |
DisclosureSEC source: 0000950170-24-087316 · ownership.xml · derivative · entry 2 HARTLESS TROY · CIK 0001256567 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class B Common Stock · 100,000 shares Expires 2034-07-26 F2 · security: Stock option award effective July 26, 2024 (the "Grant Date"), with vesting in full on the fourth anniversary of the Grant Date, subject to acceleration of vesting in certain events. F2 · derivative.exercise_date: Stock option award effective July 26, 2024 (the "Grant Date"), with vesting in full on the fourth anniversary of the Grant Date, subject to acceleration of vesting in certain events. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 16:30 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $1.58 | $0.00 |
DisclosureSEC source: 0000950170-24-087316 · ownership.xml · derivative · entry 1 HARTLESS TROY · CIK 0001256567 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Class B Common Stock · 200,000 shares Expires 2034-07-26 F1 · security: Stock option award effective July 26, 2024 (the "Grant Date"), with vesting over four years, 25% of the total option shares vesting on the first anniversary of the Grant Date and the remainder vesting quarterly thereafter over the next three (3) year period in equal increments of 6.25% of the aggregate amount of such shares, subject to acceleration of vesting in certain events. F1 · derivative.exercise_date: Stock option award effective July 26, 2024 (the "Grant Date"), with vesting over four years, 25% of the total option shares vesting on the first anniversary of the Grant Date and the remainder vesting quarterly thereafter over the next three (3) year period in equal increments of 6.25% of the aggregate amount of such shares, subject to acceleration of vesting in certain events. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 16:40 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 300,000 | $0.00 Strike: $1.45 | $0.00 |
DisclosureSEC source: 0001209191-23-051096 · doc4.xml · derivative · entry 1 HARTLESS TROY · CIK 0001256567 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Class B Common Stock · 300,000 shares Expires 2033-09-28 F1 · derivative.exercise_date: Stock option award effective September 28, 2023 (the "Grant Date"), with 25% of such option shares vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, subject to acceleration of vesting in certain events. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 16:41 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $1.86 | $0.00 |
DisclosureSEC source: 0001209191-23-022753 · doc4.xml · derivative · entry 2 HARTLESS TROY · CIK 0001256567 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Class B Common Stock · 200,000 shares Expires 2033-04-03 F2 · derivative.exercise_date: Stock option grant effective on the Grant Date. F3 · derivative.exercise_date: See Exhibit A. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 16:41 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $1.86 | $0.00 |
DisclosureSEC source: 0001209191-23-022753 · doc4.xml · derivative · entry 1 HARTLESS TROY · CIK 0001256567 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Class B Common Stock · 150,000 shares Expires 2033-04-03 F1 · derivative.exercise_date: Stock option award effective April 3, 2023 (the "Grant Date"), with 25% of such option shares vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, subject to acceleration of vesting in certain events. 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.