Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBRE GROUP, INC.CBRE · Entity 3066 | CEO, BOE & CCO | March 05, 2026 | March 09, 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.
CBRE GROUP, INC.
Report date March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 42,316 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Tax withholding · Disposed 1,120 · Balance 42,316 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Altus Power, Inc.
Report date December 09, 2021 · Filed December 13, 2021
Section 16 reporting ended · disclosed 2021-12-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 14,087.5 |
Reported balance
After 2021-12-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-09 · Disposition to issuer · Disposed 6,037.5 · Balance 14,087.5 F1: On December 9, 2021, CBRE Acquisition Holdings, Inc. completed a business combination with Altus Power, Inc. (the "Business Combination"), and CBRE Acquisition Holdings, Inc. changed its name to Altus Power, Inc. (the "Issuer"). Pursuant to the terms of the Class B common stock of the Issuer (the "Class B Common Stock"), of which an aggregate of 1,408,750 shares are currently outstanding, on the last day of each measurement period, which will occur annually over seven fiscal years following the completion of the Business Combination, an aggregate of 201,250 shares of Class B Common Stock will automatically convert, subject to adjustment, into shares of Class A common stock of the Issuer (the "Class A Common Stock"), pursuant to a formula based on the stock price of the Class A Common Stock, into an aggregate minimum of 2,013 shares of Class A Common Stock on each conversion date, up to an aggregate maximum of 14,596,637 shares of Class A Common Stock over such seven year period. F2: Represents a disposition of Class B Common Stock pursuant to the terms of the Class B Letter Agreement, dated July 12, 2021, pursuant to which CBRE Acquisition Sponsor, LLC and certain other persons, including the Reporting Person, agreed to forfeit a specified number of shares of Class B Common Stock, effective upon the closing of the Business Combination. F3: The number of shares of Class A Common Stock reported as underlying such shares of Class B Common Stock in the Table above represents the approximate maximum number of shares of Class A Common Stock that may be delivered with respect to shares of Class B Common Stock reported above by the Reporting Person based on proportionate ownership of shares of Class B Common Stock. F5: Represents securities held by Pine Ridge 287, LLC. The Reporting Person disclaims beneficial ownership of the securities held by such limited liability company, except to the extent of his pecuniary interest therein. |
| Warrants (Right to Buy)SEC Table II · derivative / convertible security · Expires 2026-12-09 | IndirectSee footnote | 18,417 |
Reported balance
After 2021-12-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-12-09 · Other · Acquired 18,417 · Balance 18,417 F4: Each Warrant is initially exercisable for one share of Class A Common Stock at an exercise price of $11.00 per share, subject to certain adjustments. The Warrants become exercisable on January 8, 2022, 30 days after the Issuer completed its Business Combination, and expire five years after completion of the Business Combination or earlier upon redemption or liquidation. The Warrants were acquired by the Reporting Person in connection with the initial public offering of CBRE Acquisition Holdings, Inc. F5: Represents securities held by Pine Ridge 287, LLC. The Reporting Person disclaims beneficial ownership of the securities held by such limited liability company, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 9, 2021, CBRE Acquisition Holdings, Inc. completed a business combination with Altus Power, Inc. (the "Business Combination"), and CBRE Acquisition Holdings, Inc. changed its name to Altus Power, Inc. (the "Issuer"). Pursuant to the terms of the Class B common stock of the Issuer (the "Class B Common Stock"), of which an aggregate of 1,408,750 shares are currently outstanding, on the last day of each measurement period, which will occur annually over seven fiscal years following the completion of the Business Combination, an aggregate of 201,250 shares of Class B Common Stock will automatically convert, subject to adjustment, into shares of Class A common stock of the Issuer (the "Class A Common Stock"), pursuant to a formula based on the stock price of the Class A Common Stock, into an aggregate minimum of 2,013 shares of Class A Common Stock on each conversion date, up to an aggregate maximum of 14,596,637 shares of Class A Common Stock over such seven year period.
F2: Represents a disposition of Class B Common Stock pursuant to the terms of the Class B Letter Agreement, dated July 12, 2021, pursuant to which CBRE Acquisition Sponsor, LLC and certain other persons, including the Reporting Person, agreed to forfeit a specified number of shares of Class B Common Stock, effective upon the closing of the Business Combination.
F3: The number of shares of Class A Common Stock reported as underlying such shares of Class B Common Stock in the Table above represents the approximate maximum number of shares of Class A Common Stock that may be delivered with respect to shares of Class B Common Stock reported above by the Reporting Person based on proportionate ownership of shares of Class B Common Stock.
F4: Each Warrant is initially exercisable for one share of Class A Common Stock at an exercise price of $11.00 per share, subject to certain adjustments. The Warrants become exercisable on January 8, 2022, 30 days after the Issuer completed its Business Combination, and expire five years after completion of the Business Combination or earlier upon redemption or liquidation. The Warrants were acquired by the Reporting Person in connection with the initial public offering of CBRE Acquisition Holdings, Inc.
F5: Represents securities held by Pine Ridge 287, LLC. The Reporting Person disclaims beneficial ownership of the securities held by such limited liability company, except to the extent of his pecuniary interest therein.
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 05, 2026 Filed Mar 9, 2026 21:04 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 1,120 | $141.19 | $158,132.80 |
DisclosureSEC source: 0001225208-26-003429 · doc4.xml · nonDerivative · entry 1 Hodari Jamie · CIK 0001833225 · CEO, BOE & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,316 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 23:16 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 10,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002807 · doc4.xml · nonDerivative · entry 1 Hodari Jamie · CIK 0001833225 · CEO, BOE & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,436 F1 · kind: The Issuer granted these securities to the Reporting Person on February 25, 2026 as part of the Reporting Person's 2026 annual equity award. These securities will vest at a rate of 25% per year on each of February 25, 2027, 2028, 2029 and 2030, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:52 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 21,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002513 · doc4.xml · nonDerivative · entry 1 Hodari Jamie · CIK 0001833225 · CEO, BOE & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,853 F1 · kind: Represents restricted stock units granted to the Reporting Person on March 5, 2025 as part of the Reporting Person's 2025 annual equity award. On February 20, 2026, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 5, 2028, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:56 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 10,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003161 · doc4.xml · nonDerivative · entry 1 Hodari Jamie · CIK 0001833225 · CEO, BOE & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,951 F1 · kind: The Issuer granted these securities to the Reporting Person on March 5, 2025 as part of the Reporting Person's 2025 annual equity award. These securities will vest at a rate of 25% per year on each of March 5, 2026, 2027, 2028 and 2029, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 17:31 UTC | Altus Power, Inc. AMPS · Entity 15102 | OtherWarrants (Right to Buy) · Derivative | 18,417 | $11.00 | $202,587.00 |
DisclosureSEC source: 0000899243-21-047911 · doc4.xml · derivative · entry 2 Hodari Jamie · CIK 0001833225 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 18,417 Underlying: Class A Common Stock · 18,417 shares Expires 2026-12-09 F4 · derivative.exercise_price: Each Warrant is initially exercisable for one share of Class A Common Stock at an exercise price of $11.00 per share, subject to certain adjustments. The Warrants become exercisable on January 8, 2022, 30 days after the Issuer completed its Business Combination, and expire five years after completion of the Business Combination or earlier upon redemption or liquidation. The Warrants were acquired by the Reporting Person in connection with the initial public offering of CBRE Acquisition Holdings, Inc. F4 · kind: Each Warrant is initially exercisable for one share of Class A Common Stock at an exercise price of $11.00 per share, subject to certain adjustments. The Warrants become exercisable on January 8, 2022, 30 days after the Issuer completed its Business Combination, and expire five years after completion of the Business Combination or earlier upon redemption or liquidation. The Warrants were acquired by the Reporting Person in connection with the initial public offering of CBRE Acquisition Holdings, Inc. F4 · derivative.exercise_date: Each Warrant is initially exercisable for one share of Class A Common Stock at an exercise price of $11.00 per share, subject to certain adjustments. The Warrants become exercisable on January 8, 2022, 30 days after the Issuer completed its Business Combination, and expire five years after completion of the Business Combination or earlier upon redemption or liquidation. The Warrants were acquired by the Reporting Person in connection with the initial public offering of CBRE Acquisition Holdings, Inc. F5 · ownership.nature: Represents securities held by Pine Ridge 287, LLC. The Reporting Person disclaims beneficial ownership of the securities held by such limited liability company, except to the extent of his pecuniary interest therein. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 17:31 UTC | Altus Power, Inc. AMPS · Entity 15102 | Disposition to issuerClass B Common Stock · Derivative | 6,037.5 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-047911 · doc4.xml · derivative · entry 1 Hodari Jamie · CIK 0001833225 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 14,087.5 Underlying: Class A Common Stock · 145,966 shares Expires not disclosed F1 · derivative.exercise_price: On December 9, 2021, CBRE Acquisition Holdings, Inc. completed a business combination with Altus Power, Inc. (the "Business Combination"), and CBRE Acquisition Holdings, Inc. changed its name to Altus Power, Inc. (the "Issuer"). Pursuant to the terms of the Class B common stock of the Issuer (the "Class B Common Stock"), of which an aggregate of 1,408,750 shares are currently outstanding, on the last day of each measurement period, which will occur annually over seven fiscal years following the completion of the Business Combination, an aggregate of 201,250 shares of Class B Common Stock will automatically convert, subject to adjustment, into shares of Class A common stock of the Issuer (the "Class A Common Stock"), pursuant to a formula based on the stock price of the Class A Common Stock, into an aggregate minimum of 2,013 shares of Class A Common Stock on each conversion date, up to an aggregate maximum of 14,596,637 shares of Class A Common Stock over such seven year period. F2 · kind: Represents a disposition of Class B Common Stock pursuant to the terms of the Class B Letter Agreement, dated July 12, 2021, pursuant to which CBRE Acquisition Sponsor, LLC and certain other persons, including the Reporting Person, agreed to forfeit a specified number of shares of Class B Common Stock, effective upon the closing of the Business Combination. F1 · price: On December 9, 2021, CBRE Acquisition Holdings, Inc. completed a business combination with Altus Power, Inc. (the "Business Combination"), and CBRE Acquisition Holdings, Inc. changed its name to Altus Power, Inc. (the "Issuer"). Pursuant to the terms of the Class B common stock of the Issuer (the "Class B Common Stock"), of which an aggregate of 1,408,750 shares are currently outstanding, on the last day of each measurement period, which will occur annually over seven fiscal years following the completion of the Business Combination, an aggregate of 201,250 shares of Class B Common Stock will automatically convert, subject to adjustment, into shares of Class A common stock of the Issuer (the "Class A Common Stock"), pursuant to a formula based on the stock price of the Class A Common Stock, into an aggregate minimum of 2,013 shares of Class A Common Stock on each conversion date, up to an aggregate maximum of 14,596,637 shares of Class A Common Stock over such seven year period. F3 · price: The number of shares of Class A Common Stock reported as underlying such shares of Class B Common Stock in the Table above represents the approximate maximum number of shares of Class A Common Stock that may be delivered with respect to shares of Class B Common Stock reported above by the Reporting Person based on proportionate ownership of shares of Class B Common Stock. F1 · derivative.exercise_date: On December 9, 2021, CBRE Acquisition Holdings, Inc. completed a business combination with Altus Power, Inc. (the "Business Combination"), and CBRE Acquisition Holdings, Inc. changed its name to Altus Power, Inc. (the "Issuer"). Pursuant to the terms of the Class B common stock of the Issuer (the "Class B Common Stock"), of which an aggregate of 1,408,750 shares are currently outstanding, on the last day of each measurement period, which will occur annually over seven fiscal years following the completion of the Business Combination, an aggregate of 201,250 shares of Class B Common Stock will automatically convert, subject to adjustment, into shares of Class A common stock of the Issuer (the "Class A Common Stock"), pursuant to a formula based on the stock price of the Class A Common Stock, into an aggregate minimum of 2,013 shares of Class A Common Stock on each conversion date, up to an aggregate maximum of 14,596,637 shares of Class A Common Stock over such seven year period. F1 · derivative.expiration_date: On December 9, 2021, CBRE Acquisition Holdings, Inc. completed a business combination with Altus Power, Inc. (the "Business Combination"), and CBRE Acquisition Holdings, Inc. changed its name to Altus Power, Inc. (the "Issuer"). Pursuant to the terms of the Class B common stock of the Issuer (the "Class B Common Stock"), of which an aggregate of 1,408,750 shares are currently outstanding, on the last day of each measurement period, which will occur annually over seven fiscal years following the completion of the Business Combination, an aggregate of 201,250 shares of Class B Common Stock will automatically convert, subject to adjustment, into shares of Class A common stock of the Issuer (the "Class A Common Stock"), pursuant to a formula based on the stock price of the Class A Common Stock, into an aggregate minimum of 2,013 shares of Class A Common Stock on each conversion date, up to an aggregate maximum of 14,596,637 shares of Class A Common Stock over such seven year period. F1 · derivative.underlying_shares: On December 9, 2021, CBRE Acquisition Holdings, Inc. completed a business combination with Altus Power, Inc. (the "Business Combination"), and CBRE Acquisition Holdings, Inc. changed its name to Altus Power, Inc. (the "Issuer"). Pursuant to the terms of the Class B common stock of the Issuer (the "Class B Common Stock"), of which an aggregate of 1,408,750 shares are currently outstanding, on the last day of each measurement period, which will occur annually over seven fiscal years following the completion of the Business Combination, an aggregate of 201,250 shares of Class B Common Stock will automatically convert, subject to adjustment, into shares of Class A common stock of the Issuer (the "Class A Common Stock"), pursuant to a formula based on the stock price of the Class A Common Stock, into an aggregate minimum of 2,013 shares of Class A Common Stock on each conversion date, up to an aggregate maximum of 14,596,637 shares of Class A Common Stock over such seven year period. F3 · derivative.underlying_shares: The number of shares of Class A Common Stock reported as underlying such shares of Class B Common Stock in the Table above represents the approximate maximum number of shares of Class A Common Stock that may be delivered with respect to shares of Class B Common Stock reported above by the Reporting Person based on proportionate ownership of shares of Class B Common Stock. F5 · ownership.nature: Represents securities held by Pine Ridge 287, LLC. The Reporting Person disclaims beneficial ownership of the securities held by such limited liability company, except to the extent of his pecuniary interest therein. 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.