Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Core Scientific, Inc./txCORZ · Entity 389 | Director | February 04, 2026 | February 06, 2026 |
| Synacor, Inc.SYNC · Entity 12934 | Director | September 10, 2019 | September 12, 2019 |
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.
Core Scientific, Inc./tx
Report date February 04, 2026 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 325,462 |
Reported balance
After 2026-02-04 transaction · row 1
1 source rowRow 1 · 2026-02-04 · Grant · Acquired 18,575 · Balance 325,462 F1: Represents a restricted stock unit ("RSU") grant. The RSUs will vest in full on February 3, 2027, provided that the Reporting Person continues to provide service to the Issuer as a non-employee director on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") grant. The RSUs will vest in full on February 3, 2027, provided that the Reporting Person continues to provide service to the Issuer as a non-employee director on such date.
Synacor, Inc.
Report date September 10, 2019 · Filed September 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,855 |
Reported balance
After 2019-09-10 transaction · row 1
1 source rowRow 1 · 2019-09-10 · Grant · Acquired 30,383 · Balance 89,855 F1: The time-based vesting requirement shall be satisfied with respect to half of the Stock Units when the recipient completes three months of continuous service over six months following the vesting commencement date of July 1, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 7,500 |
Reported balance
Holding disclosure · report date 2019-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,500 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse. | 2,100 |
Reported balance
Holding disclosure · report date 2019-09-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,100 |
Filing footnotes · ownership attribution and instrument terms
F1: The time-based vesting requirement shall be satisfied with respect to half of the Stock Units when the recipient completes three months of continuous service over six months following the vesting commencement date of July 1, 2019.
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 04, 2026 Filed Feb 6, 2026 16:11 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | GrantCommon Stock | 18,575 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-000548 · form4.xml · nonDerivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325,462 F1 · shares: Represents a restricted stock unit ("RSU") grant. The RSUs will vest in full on February 3, 2027, provided that the Reporting Person continues to provide service to the Issuer as a non-employee director on such date. Read SEC document |
| March 06, 2025 Filed Mar 6, 2025 18:45 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | PurchaseCommon Stock | 62,500 | $8.01 | $500,506.25 |
DisclosureSEC source: 0000905148-25-000877 · form4.xml · nonDerivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,887 F1 · price: The price reported is a weighted average price. These shares of common stock were purchased in multiple transactions at prices ranging from $7.995 to $8.02, inclusive. The Reporting Person undertakes to provide to 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 of common stock purchased at each separate price within such range. Read SEC document |
| January 27, 2025 Filed Jan 28, 2025 19:12 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | GrantCommon Stock | 20,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000231 · form4.xml · nonDerivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,387 F1 · shares: Represents a restricted stock unit ("RSU") grant. The RSUs will vest in full on January 27, 2026, provided that the Reporting Person continues to provide service to the Issuer as a non-employee director on such date. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 16:21 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | PurchaseCommon Stock | 48,700 | $10.20 | $496,530.59 |
DisclosureSEC source: 0000905148-24-002321 · form4.xml · nonDerivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,939 F1 · price: The price reported is a weighted average price. These shares of common stock were purchased in multiple transactions at prices ranging from $10.135 to $10.27, inclusive. The Reporting Person undertakes to provide to 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 of common stock purchased at each separate price within such range. Read SEC document |
| May 27, 2024 Filed May 29, 2024 16:12 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | GrantCommon Stock | 47,793 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001647 · form4.xml · nonDerivative · entry 2 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,239 F2 · shares: Represents an RSU grant. The RSUs will vest in full on January 23, 2025, provided that the Reporting Person continues to provide service to the Issuer as a non-employee director on such date. Read SEC document |
| May 27, 2024 Filed May 29, 2024 16:12 UTC | Core Scientific, Inc./tx CORZ · Entity 389 | GrantCommon Stock | 127,446 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001647 · form4.xml · nonDerivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,446 F1 · shares: Represents a restricted stock unit ("RSU") grant. The RSUs will vest in full on January 23, 2027, provided that the Reporting Person continues to provide service to the Issuer as a non-employee director on such date. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 19:02 UTC | Synacor, Inc. SYNC · Entity 12934 | GrantCommon Stock | 30,383 | $1.44 | $43,751.52 |
DisclosureSEC source: 0001408278-19-000027 · wf-form4_156832935915609.xml · nonDerivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,855 F1 · shares: The time-based vesting requirement shall be satisfied with respect to half of the Stock Units when the recipient completes three months of continuous service over six months following the vesting commencement date of July 1, 2019. Read SEC document |
| May 16, 2019 Filed May 20, 2019 16:07 UTC | Synacor, Inc. SYNC · Entity 12934 | GrantDirector Stock Option (right to purchase) · Derivative | 15,000 | $0.00 Strike: $1.64 | $0.00 |
DisclosureSEC source: 0001209191-19-031332 · doc4.xml · derivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2029-05-16 F1 · derivative.exercise_date: 100% of the option is exercisable on the date of grant. Shares purchased upon exercise of the option are subject to repurchase by the Issuer until vested. 25% of the shares subject to the option vest on June 1, 2020 and an additional 1/48th of the shares subject to the option will vest each month thereafter, subject to the Reporting Person's continuous service through such dates. Read SEC document |
| May 17, 2018 Filed May 21, 2018 17:50 UTC | Synacor, Inc. SYNC · Entity 12934 | GrantDirector Stock Option (right to purchase) · Derivative | 30,000 | $0.00 Strike: $1.95 | $0.00 |
DisclosureSEC source: 0001209191-18-032013 · doc4.xml · derivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2028-05-16 F1 · derivative.exercise_date: 100% of the option is exercisable on the date of grant. Shares purchased upon exercise of the option are subject to repurchase by the Issuer until vested. 25% of the shares subject to the option vest on June 1, 2019 and an additional 1/48th of the shares subject to the option will vest each month thereafter, subject to the Reporting Person's continuous service through such dates. Read SEC document |
| May 18, 2017 Filed May 22, 2017 19:36 UTC | Synacor, Inc. SYNC · Entity 12934 | GrantDirector Stock Option · Derivative | 15,000 | $0.00 Strike: $3.50 | $0.00 |
DisclosureSEC source: 0001209191-17-034516 · doc4.xml · derivative · entry 1 Levy Jordan · CIK 0001541436 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: common stock · 15,000 shares Expires 2027-05-17 F1 · derivative.exercise_date: 100% of the option is exercisable on the date of grant. Shares purchased upon exercise of the option are subject to repurchase by the Issuer until vested. 25% of the shares subject to the option vest on June 1, 2018 and an additional 1/48th of the shares subject to the option will vest each month thereafter, subject to the Reporting Person's continuous service through such dates. 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.