Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advanced Flower Capital Inc.AFCG · Entity 6926 | Director | January 24, 2024 | January 25, 2024 |
| Sunrise Realty Trust, Inc.SUNS · Entity 6750 | Director | February 19, 2026 | February 24, 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.
Advanced Flower Capital Inc.
Report date January 24, 2024 · Filed January 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,441 |
Reported balance
After 2024-01-24 transaction · row 1
1 source rowRow 1 · 2024-01-24 · Grant · Acquired 1,282 · Balance 2,441 F1: Represents restricted stock granted under the Issuer's Stock Incentive Plan and shall vest on the one-year anniversary of January 2, 2024, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 26,520 |
Reported balance
Holding disclosure · report date 2024-01-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26,520 F2: The shares are held directly by Civic Reserve LLC, a Wyoming limited liability company. Civic Reserve LLC is wholly owned by the Reporting Person and the Reporting Person's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock granted under the Issuer's Stock Incentive Plan and shall vest on the one-year anniversary of January 2, 2024, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement.
F2: The shares are held directly by Civic Reserve LLC, a Wyoming limited liability company. Civic Reserve LLC is wholly owned by the Reporting Person and the Reporting Person's spouse.
Sunrise Realty Trust, Inc.
Report date February 19, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,664 |
Reported balance
After 2026-02-19 transaction · row 1
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 1,071 · Balance 11,664 F1: Represents restricted stock granted under the Issuer's Stock Incentive Plan and shall become fully-vested on the first anniversary of January 2, 2026, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 8,840 |
Reported balance
Holding disclosure · report date 2026-02-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,840 F2: The shares are held directly by Civic Reserve LLC, a Wyoming limited liability company. Civic Reserve LLC is wholly owned by the Reporting Person and the Reporting Person's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock granted under the Issuer's Stock Incentive Plan and shall become fully-vested on the first anniversary of January 2, 2026, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement.
F2: The shares are held directly by Civic Reserve LLC, a Wyoming limited liability company. Civic Reserve LLC is wholly owned by the Reporting Person and the Reporting Person's spouse.
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 19, 2026 Filed Feb 24, 2026 02:39 UTC | Sunrise Realty Trust, Inc. SUNS · Entity 6750 | GrantCommon Stock | 1,071 | $9.34 | $10,003.14 |
DisclosureSEC source: 0001628280-26-010842 · wk-form4_1771900792.xml · nonDerivative · entry 1 Fagan James C. · CIK 0001981751 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,664 F1 · shares: Represents restricted stock granted under the Issuer's Stock Incentive Plan and shall become fully-vested on the first anniversary of January 2, 2026, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 21:07 UTC | Sunrise Realty Trust, Inc. SUNS · Entity 6750 | PurchaseCommon Stock | 3,400 | $13.18 | $44,812.00 |
DisclosureSEC source: 0001981751-24-000010 · wk-form4_1734988064.xml · nonDerivative · entry 3 Fagan James C. · CIK 0001981751 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,593 Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:07 UTC | Sunrise Realty Trust, Inc. SUNS · Entity 6750 | PurchaseCommon Stock | 619 | $13.15 | $8,139.85 |
DisclosureSEC source: 0001981751-24-000010 · wk-form4_1734988064.xml · nonDerivative · entry 2 Fagan James C. · CIK 0001981751 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,193 F2 · price: This transaction was executed in multiple trades ranging from $13.14 to $13.15; the price reported reflects the weighted average price. The Reporting Person herby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, the issuer, or any security holder of the issuer. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 21:07 UTC | Sunrise Realty Trust, Inc. SUNS · Entity 6750 | GrantCommon Stock | 761 | $13.15 | $10,007.15 |
DisclosureSEC source: 0001981751-24-000010 · wk-form4_1734988064.xml · nonDerivative · entry 1 Fagan James C. · CIK 0001981751 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,574 F1 · shares: Represents restricted stock granted under the Issuer's Stock Incentive Plan and shall become fully-vested on the first anniversary of December 19, 2024, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement. Read SEC document |
| July 10, 2024 Filed Jul 17, 2024 20:35 UTC | Sunrise Realty Trust, Inc. SUNS · Entity 6750 | PurchaseCommon Stock | 5,000 | $10.75 | $53,750.00 |
DisclosureSEC source: 0001981751-24-000008 · wk-form4_1721248507.xml · nonDerivative · entry 1 Fagan James C. · CIK 0001981751 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,813 F1 · balance_after: Includes 813 shares received in connection with the spin-off of the Issuer from AFC Gamma, Inc., of which 427 shares are restricted shares received in the spin-off from restricted common stock granted under AFC Gamma, Inc. Stock Incentive Plan and shall vest on the one-year anniversary of January 2, 2024, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 22:21 UTC | Advanced Flower Capital Inc. AFCG · Entity 6926 | GrantCommon Stock | 1,282 | $11.70 | $14,999.40 |
DisclosureSEC source: 0001822523-24-000001 · wk-form4_1706221269.xml · nonDerivative · entry 1 Fagan James C. · CIK 0001981751 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,441 F1 · shares: Represents restricted stock granted under the Issuer's Stock Incentive Plan and shall vest on the one-year anniversary of January 2, 2024, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 21:07 UTC | Advanced Flower Capital Inc. AFCG · Entity 6926 | GrantCommon Stock | 1,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038832 · doc4.xml · nonDerivative · entry 1 Fagan James C. · CIK 0001981751 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,159 F1 · shares: Represents restricted stock granted under the Issuer's Stock Incentive Plan and shall vest on the one-year anniversary of June 20, 2023, subject to early termination and adjustment as provided in the applicable restricted stock grant agreement. 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.