Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AirJoule Technologies Corp.AIRJ · Entity 9063 | Chief Administrative Officer | February 27, 2026 | March 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.
AirJoule Technologies Corp.
Report date February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 110,439 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Exercise / conversion · Acquired 14,063 · Balance 113,901 Row 2 · 2026-03-03 · Sale · Disposed 3,462 · Balance 110,439 F1: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the restricted stock unit award. The sales were effected through a mandatory "sell to cover" transaction that did not represent a discretionary trade by the Reporting Person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.08 to $3.28. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,126 |
Reported balance
After 2026-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-27 · Exercise / conversion · Disposed 14,063 · Balance 28,126 F3: The restricted stock units vest in three equal annual installments beginning on March 1, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy: Doxey Capital LLC | 75,579 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 75,579 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the restricted stock unit award. The sales were effected through a mandatory "sell to cover" transaction that did not represent a discretionary trade by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.08 to $3.28. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: The restricted stock units vest in three equal annual installments beginning on March 1, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock.
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 03, 2026 Filed Mar 3, 2026 20:18 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | SaleClass A Common Stock | 3,462 | $3.17 | $10,975.23 |
DisclosureSEC source: 0001193125-26-089478 · ownership.xml · nonDerivative · entry 2 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,439 F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the restricted stock unit award. The sales were effected through a mandatory "sell to cover" transaction that did not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.08 to $3.28. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 20:18 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionRestricted Stock Units · Derivative | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-089478 · ownership.xml · derivative · entry 4 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,126 Underlying: Class A Common Stock · 14,063 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. F3 · derivative.exercise_price: The restricted stock units vest in three equal annual installments beginning on March 1, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on March 1, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on March 1, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 20:18 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionClass A Common Stock | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-089478 · ownership.xml · nonDerivative · entry 1 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,901 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. Read SEC document |
| June 09, 2025 Filed Jun 10, 2025 18:50 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | SaleClass A Common Stock | 1,605 | $4.23 | $6,789.63 |
DisclosureSEC source: 0000950170-25-084552 · ownership.xml · nonDerivative · entry 2 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,838 F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the restricted stock unit award. The sales were effected through a mandatory "sell to cover" transaction that did not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.05 to $4.50. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 18:50 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionRestricted Stock Units · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084552 · ownership.xml · derivative · entry 4 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,750 Underlying: Class A Common Stock · 6,250 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on June 6, 2025. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on June 6, 2025. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 18:50 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionClass A Common Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084552 · ownership.xml · nonDerivative · entry 1 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,443 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. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 16:54 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionStock Options · Derivative | 63,579 | $0.00 Strike: $0.12 | $0.00 |
DisclosureSEC source: 0001213900-25-018130 · ownership.xml · derivative · entry 3 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By: Doxey Capital LLC Disclosed balance after: 210,000 Underlying: Class A Common Stock · 63,579 shares Expires 2031-04-08 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. F2 · derivative.exercise_date: The stock option is fully vested and exercisable. F3 · balance_after: Reflects Stock Options transferred from Jeff Gutke to Doxey Capital LLC for no consideration. F1 · ownership.nature: Jeff Gutke is the sole member of Doxey Capital LLC. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 16:54 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionClass A Common Stock | 63,579 | $0.12 | $7,629.48 |
DisclosureSEC source: 0001213900-25-018130 · ownership.xml · nonDerivative · entry 1 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By: Doxey Capital LLC Disclosed balance after: 75,579 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 · ownership.nature: Jeff Gutke is the sole member of Doxey Capital LLC. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 19:50 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantPerformance Restricted Stock Units · Derivative | 11,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-014516 · ownership.xml · derivative · entry 2 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,150 Underlying: Class A Common Stock · 11,150 shares Expires not disclosed F2 · derivative.exercise_price: The performance restricted stock units are eligible to cliff vest following the conclusion of the three-year performance period ending December 31, 2027. Each performance restricted stock unit represents a contingent right to receive one share of Class A Common Stock based on the Issuer's average closing stock price over the final 120 trading days of the performance period achieving certain price thresholds. The amount reported herein represents the target amount under the award. F2 · derivative.exercise_date: The performance restricted stock units are eligible to cliff vest following the conclusion of the three-year performance period ending December 31, 2027. Each performance restricted stock unit represents a contingent right to receive one share of Class A Common Stock based on the Issuer's average closing stock price over the final 120 trading days of the performance period achieving certain price thresholds. The amount reported herein represents the target amount under the award. F2 · derivative.expiration_date: The performance restricted stock units are eligible to cliff vest following the conclusion of the three-year performance period ending December 31, 2027. Each performance restricted stock unit represents a contingent right to receive one share of Class A Common Stock based on the Issuer's average closing stock price over the final 120 trading days of the performance period achieving certain price thresholds. The amount reported herein represents the target amount under the award. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 19:50 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantRestricted Stock Units · Derivative | 42,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-014516 · ownership.xml · derivative · entry 1 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,189 Underlying: Class A Common Stock · 42,189 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units vest in three equal annual installments beginning on March 1, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F1 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on March 1, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F1 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on March 1, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 19:32 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionStock Options · Derivative | 12,000 | $0.00 Strike: $0.12 | $0.00 |
DisclosureSEC source: 0001213900-24-110682 · ownership.xml · derivative · entry 3 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By: Doxey Capital LLC Disclosed balance after: 273,579 Underlying: Class A Common Stock · 12,000 shares Expires 2031-04-08 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. F2 · derivative.exercise_date: The stock option is fully vested and exercisable. F3 · balance_after: Reflects Stock Options transferred from Jeff Gutke to Doxey Capital LLC for no consideration. F1 · ownership.nature: Jeff Gutke is the sole member of Doxey Capital LLC. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 19:32 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionClass A Common Stock | 12,000 | $0.12 | $1,440.00 |
DisclosureSEC source: 0001213900-24-110682 · ownership.xml · nonDerivative · entry 1 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By: Doxey Capital LLC Disclosed balance after: 12,000 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 · ownership.nature: Jeff Gutke is the sole member of Doxey Capital LLC. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 21:36 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantStock Options · Derivative | 65,832 | $0.00 Strike: $10.23 | $0.00 |
DisclosureSEC source: 0001213900-24-051474 · ownership.xml · derivative · entry 2 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,832 Underlying: Class A Common Stock · 65,832 shares Expires 2034-06-06 F2 · derivative.exercise_date: The stock options vest as to 25% of the underlying shares on June 6, 2025 and as to the remaining underlying shares in 12 substantially similar quarterly installments thereafter. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 21:36 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-051474 · ownership.xml · derivative · entry 1 Gutke Jeff · CIK 0002013912 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units vest in four equal annual installments beginning on June 6, 2025. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F1 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on June 6, 2025. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F1 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on June 6, 2025. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 06:33 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantStock Option · Derivative | 285,579 | $0.00 Strike: $0.12 | $0.00 |
DisclosureSEC source: 0001213900-24-023698 · ownership.xml · derivative · entry 2 Gutke Jeff · CIK 0002013912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,579 Underlying: Class A Common Stock · 285,579 shares Expires 2031-04-08 F1 · kind: Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of June 5, 2023 (the "Merger Agreement"), by and between the Issuer (formerly, Power & Digital Infrastructure Acquisition II Corp.), XPDB Merger Sub, LLC and Montana Technologies LLC ("Legacy Montana"), pursuant to which the common units of Legacy Montana automatically converted into newly issued shares of Class A Common Stock. In addition, each Legacy Montana stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions F2 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 06:33 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantClass A Common Stock | 95,193 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-24-023698 · ownership.xml · nonDerivative · entry 1 Gutke Jeff · CIK 0002013912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,193 F1 · kind: Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of June 5, 2023 (the "Merger Agreement"), by and between the Issuer (formerly, Power & Digital Infrastructure Acquisition II Corp.), XPDB Merger Sub, LLC and Montana Technologies LLC ("Legacy Montana"), pursuant to which the common units of Legacy Montana automatically converted into newly issued shares of Class A Common Stock. In addition, each Legacy Montana stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions F1 · price: Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of June 5, 2023 (the "Merger Agreement"), by and between the Issuer (formerly, Power & Digital Infrastructure Acquisition II Corp.), XPDB Merger Sub, LLC and Montana Technologies LLC ("Legacy Montana"), pursuant to which the common units of Legacy Montana automatically converted into newly issued shares of Class A Common Stock. In addition, each Legacy Montana stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions 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.