Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aptera Motors CorpSEV · Entity 6800 | Director | October 28, 2025 | October 29, 2025 |
| Mayville Engineering Company, Inc.MEC · Entity 5472 | Chief Financial Officer | March 15, 2025 | March 18, 2025 |
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.
Aptera Motors Corp
Report date October 28, 2025 · Filed October 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 73,068 |
Reported balance
After 2025-10-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-10-28 · Grant · Acquired 73,068 · Balance 73,068 F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class B Common Stock. F2: On October 28, 2025, the reporting person was granted 73,068 RSUs that vest as follows: 15,761 RSUs vested on October 28, 2025; 14,327 RSUs vest on October 28, 2026, 14,327 RSUs vest on October 28, 2027, 14,327 RSUs vest on October 28, 2028 and the remaining 14,326 RSUs vest on October 28, 2029. Vesting is contingent on the reporting person's continuous service through each applicable vesting date. The RSUs do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class B Common Stock.
F2: On October 28, 2025, the reporting person was granted 73,068 RSUs that vest as follows: 15,761 RSUs vested on October 28, 2025; 14,327 RSUs vest on October 28, 2026, 14,327 RSUs vest on October 28, 2027, 14,327 RSUs vest on October 28, 2028 and the remaining 14,326 RSUs vest on October 28, 2029. Vesting is contingent on the reporting person's continuous service through each applicable vesting date. The RSUs do not have an expiration date.
Mayville Engineering Company, Inc.
Report date March 15, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 173,743 |
Ending reported balance
After 2025-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-15 · Exercise / conversion · Acquired 17,614 · Balance 179,380 Row 2 · 2025-03-15 · Tax withholding · Disposed 5,637 · Balance 173,743 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 35,227 |
Reported balance
After 2025-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-03-15 · Exercise / conversion · Disposed 17,614 · Balance 35,227 F2: The restricted stock units will vest 1/3 on each of March 15, 2025, 2026 and 2027. |
| Common StockSEC Table I · non-derivative | Indirectby ESOP and/or 401(k) Plan | 40,998 |
Reported balance
Holding disclosure · report date 2025-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40,998 F1: Reflects the most recent ESOP and 401(k) balance. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.00 · Expires 2029-05-08 | Direct | 39,127 |
Reported balance
Holding disclosure · report date 2025-03-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 39,127 F3: The options will vest 50% on each of May 8, 2020 and May 8, 2021. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.01 · Expires 2031-02-28 | Direct | 39,683 |
Reported balance
Holding disclosure · report date 2025-03-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 39,683 F4: The options will vest 50% on each of February 28, 2022 and February 28, 2023. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.32 · Expires 2032-02-28 | Direct | 69,963 |
Reported balance
Holding disclosure · report date 2025-03-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 69,963 F5: The options will vest 50% on each of February 28, 2023 and February 28, 2024 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.22 · Expires 2033-02-28 | Direct | 40,410 |
Reported balance
Holding disclosure · report date 2025-03-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 40,410 F6: The options will vest 50% on each of February 28, 2024 and February 28, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the most recent ESOP and 401(k) balance.
F2: The restricted stock units will vest 1/3 on each of March 15, 2025, 2026 and 2027.
F3: The options will vest 50% on each of May 8, 2020 and May 8, 2021.
F4: The options will vest 50% on each of February 28, 2022 and February 28, 2023.
F5: The options will vest 50% on each of February 28, 2023 and February 28, 2024
F6: The options will vest 50% on each of February 28, 2024 and February 28, 2025.
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 |
|---|---|---|---|---|---|---|
| May 13, 2019 Filed May 15, 2019 19:56 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantRestricted Stock Units · Derivative | 13,971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011145 · doc1.xml · derivative · entry 3 Butz Todd M · CIK 0001775975 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,971 Underlying: Common Stock · 13,971 shares Expires not disclosed F3 · derivative.exercise_date: The restricted stock units will vest 50% on each of May 8, 2020 and May 8, 2021. F3 · derivative.expiration_date: The restricted stock units will vest 50% on each of May 8, 2020 and May 8, 2021. Read SEC document |
| May 13, 2019 Filed May 15, 2019 19:56 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantStock Option (right to buy) · Derivative | 0 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011145 · doc1.xml · derivative · entry 2 Butz Todd M · CIK 0001775975 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2029-05-08 F1 · shares: The reporting person received a stock option grant with a grant date fair value of $237,500. The actual number of shares underlying the option is being calculated and will be reported on a Form 4/A. F2 · derivative.exercise_date: The options will vest 50% on each of May 8, 2020 and May 8, 2021. F1 · derivative.underlying_shares: The reporting person received a stock option grant with a grant date fair value of $237,500. The actual number of shares underlying the option is being calculated and will be reported on a Form 4/A. F1 · balance_after: The reporting person received a stock option grant with a grant date fair value of $237,500. The actual number of shares underlying the option is being calculated and will be reported on a Form 4/A. Read SEC document |
| May 13, 2019 Filed May 23, 2019 18:41 UTC Amendment | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantStock Option (right to buy) · Derivative | 39,127 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011945 · doc1.xml · derivative · entry 1 Butz Todd M · CIK 0001775975 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,127 Underlying: Common Stock · 39,127 shares Expires 2029-05-08 F1 · shares: This Form 4/A is being filed to include the number of shares underlying the option. The initial Form 4, filed on May 15, 2019, reported the grant date fair value of the option. F2 · derivative.exercise_date: The options will vest 50% on each of May 8, 2020 and May 8, 2021. F1 · derivative.underlying_shares: This Form 4/A is being filed to include the number of shares underlying the option. The initial Form 4, filed on May 15, 2019, reported the grant date fair value of the option. F1 · balance_after: This Form 4/A is being filed to include the number of shares underlying the option. The initial Form 4, filed on May 15, 2019, reported the grant date fair value of the option. 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.