Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AKAMAI TECHNOLOGIES INCAKAM · Entity 3352 | Director | March 17, 2017 | March 21, 2017 |
| New America Acquisition I Corp.NWAX · Entity 5457 | Director | February 17, 2026 | February 19, 2026 |
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Director | 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.
AKAMAI TECHNOLOGIES INC
Report date March 17, 2017 · Filed March 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-03-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-03-17 · Exercise / conversion · Acquired 18,128 · Balance 22,290 Row 2 · 2017-03-17 · Sale · Disposed 22,290 · Balance 0 F1: Average sale price per share. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.68 · Expires 2021-01-31 | Direct | 6,043 |
Reported balance
After 2017-03-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-17 · Exercise / conversion · Disposed 18,128 · Balance 6,043 F2: Option vests over four years as follows: 25% on the first anniversary of the date of grant, and the remaining 75% vests in equal installments of 6.25% each quarter thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Average sale price per share.
F2: Option vests over four years as follows: 25% on the first anniversary of the date of grant, and the remaining 75% vests in equal installments of 6.25% each quarter thereafter.
New America Acquisition I Corp.
Report date February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 50,000 |
Reported balance
After 2026-02-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-17 · Sale · Acquired 50,000 · Balance 50,000 F1: As described in the issuer's registration statement on Form S-1 (File No. 333-289204) under the heading "Description of Securities - Founder Shares," shares of Class B common stock, par value $0.0001 per share (the "Founder Shares"), of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration date. F2: Mr. Scopellite received for his services as a director of the issuer an indirect interest in the Founder Shares through membership interests in New America Sponsor I LLC (the "Sponsor"). Mr. Scopellite may be deemed to beneficially own 50,000 shares held by the Sponsor by virtue of his membership interest therein. Mr. Scopellite does not have voting or dispositive control over the Sponsor and disclaims beneficial ownership except to the extent of his pecuniary interest. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-289204) under the heading "Description of Securities - Founder Shares," shares of Class B common stock, par value $0.0001 per share (the "Founder Shares"), of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration date.
F2: Mr. Scopellite received for his services as a director of the issuer an indirect interest in the Founder Shares through membership interests in New America Sponsor I LLC (the "Sponsor"). Mr. Scopellite may be deemed to beneficially own 50,000 shares held by the Sponsor by virtue of his membership interest therein. Mr. Scopellite does not have voting or dispositive control over the Sponsor and disclaims beneficial ownership except to the extent of his pecuniary interest.
OCEANFIRST FINANCIAL CORP
Report date February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,711 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 2,769 · Balance 16,711 F1: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future. |
| Stock Option (Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $20.44 · Expires 2030-02-28 | Direct | 17,065 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 17,065 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 3, 2026 21:38 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001596018-26-000002 · wk-form4_1772573881.xml · nonDerivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,711 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 17:49 UTC | New America Acquisition I Corp. NWAX · Entity 5457 | SaleClass B Common Stock · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-007504 · ownership.xml · derivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · derivative.exercise_price: As described in the issuer's registration statement on Form S-1 (File No. 333-289204) under the heading "Description of Securities - Founder Shares," shares of Class B common stock, par value $0.0001 per share (the "Founder Shares"), of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration date. F2 · price: Mr. Scopellite received for his services as a director of the issuer an indirect interest in the Founder Shares through membership interests in New America Sponsor I LLC (the "Sponsor"). Mr. Scopellite may be deemed to beneficially own 50,000 shares held by the Sponsor by virtue of his membership interest therein. Mr. Scopellite does not have voting or dispositive control over the Sponsor and disclaims beneficial ownership except to the extent of his pecuniary interest. F1 · derivative.exercise_date: As described in the issuer's registration statement on Form S-1 (File No. 333-289204) under the heading "Description of Securities - Founder Shares," shares of Class B common stock, par value $0.0001 per share (the "Founder Shares"), of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration date. F1 · derivative.expiration_date: As described in the issuer's registration statement on Form S-1 (File No. 333-289204) under the heading "Description of Securities - Founder Shares," shares of Class B common stock, par value $0.0001 per share (the "Founder Shares"), of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustments, and have no expiration date. F2 · ownership.direct: Mr. Scopellite received for his services as a director of the issuer an indirect interest in the Founder Shares through membership interests in New America Sponsor I LLC (the "Sponsor"). Mr. Scopellite may be deemed to beneficially own 50,000 shares held by the Sponsor by virtue of his membership interest therein. Mr. Scopellite does not have voting or dispositive control over the Sponsor and disclaims beneficial ownership except to the extent of his pecuniary interest. F2 · ownership.nature: Mr. Scopellite received for his services as a director of the issuer an indirect interest in the Founder Shares through membership interests in New America Sponsor I LLC (the "Sponsor"). Mr. Scopellite may be deemed to beneficially own 50,000 shares held by the Sponsor by virtue of his membership interest therein. Mr. Scopellite does not have voting or dispositive control over the Sponsor and disclaims beneficial ownership except to the extent of his pecuniary interest. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:04 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000028 · wk-form4_1741111459.xml · nonDerivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,942 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2026. Total includes other restricted shares that vest in the future. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 18:06 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 3,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000030 · wk-form4_1709316391.xml · nonDerivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,164 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2025. Total includes other restricted shares that vest in the future. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 14:36 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000031 · wf-form4_167776776084538.xml · nonDerivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,810 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2024. Total includes other restricted shares that vest in the future. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 20:42 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000040 · wf-form4_164616732431875.xml · nonDerivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,701 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2023. Total includes other restricted shares that vest in the future. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 15:32 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000047 · wf-form4_161469916019226.xml · nonDerivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,466 F1 · balance_after: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2022. Total includes other restricted shares that vest in the future. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 17:10 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (Right to Buy · Derivative | 17,065 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0001004702-20-000049 · wf-form4_158325540432045.xml · derivative · entry 2 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,065 Underlying: Common Stock · 17,065 shares Expires 2030-02-28 F2 · ownership.direct: Options vest in five equal annual installments beginning on the date first exercisable. Read SEC document |
| July 24, 2019 Filed Jul 26, 2019 19:52 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000103 · wf-form4_156417072088371.xml · nonDerivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,165 F1 · ownership.direct: Restricted shares awarded. 466 shares vest on March 1, 2021 and 233 shares will vest on March 1 of 2022, 2023, and 2024. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 20:45 UTC | AKAMAI TECHNOLOGIES INC AKAM · Entity 3352 | Exercise / conversionStock option (right to buy) · Derivative | 18,128 | $47.68 Strike: $47.68 | $864,343.04 |
DisclosureSEC source: 0001086222-17-000116 · wf-form4_149012909107978.xml · derivative · entry 3 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,043 Underlying: Common Stock · 18,128 shares Expires 2021-01-31 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: Option vests over four years as follows: 25% on the first anniversary of the date of grant, and the remaining 75% vests in equal installments of 6.25% each quarter thereafter. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 20:45 UTC | AKAMAI TECHNOLOGIES INC AKAM · Entity 3352 | SaleCommon Stock | 22,290 | $65.89 | $1,468,688.10 |
DisclosureSEC source: 0001086222-17-000116 · wf-form4_149012909107978.xml · nonDerivative · entry 2 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Average sale price per share. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 20:45 UTC | AKAMAI TECHNOLOGIES INC AKAM · Entity 3352 | Exercise / conversionCommon Stock | 18,128 | $47.68 | $864,343.04 |
DisclosureSEC source: 0001086222-17-000116 · wf-form4_149012909107978.xml · nonDerivative · entry 1 Scopellite Steven · CIK 0001596018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,290 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.