Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BJs RESTAURANTS INCBJRI · Entity 1175 | Interim Prin. Fin. Officer | July 24, 2025 | July 29, 2025 |
| CALIX, INC(CALX) · Entity 4385 | Executive VP and CFO | February 28, 2017 | March 03, 2017 |
| Vacasa, Inc.VCSA · Entity 80158 | See Remarks | March 14, 2025 | March 21, 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.
BJs RESTAURANTS INC
Report date July 24, 2025 · Filed July 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2025-07-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
CALIX, INC
Report date February 28, 2017 · Filed March 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,000 |
Reported balance
After 2017-02-28 transaction · row 1
1 source rowRow 1 · 2017-02-28 · Sale · Disposed 16,318 · Balance 6,000 F1: Shares sold at prices ranging from $6.90 to $7.08 per share at a weighted average price of $7.00. The reporting person will provide full information regarding the number of shares sold at each purchase price upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold at prices ranging from $6.90 to $7.08 per share at a weighted average price of $7.00. The reporting person will provide full information regarding the number of shares sold at each purchase price upon request.
Vacasa, Inc.
Report date March 14, 2025 · Filed March 21, 2025
This filing explicitly reported no securities owned.
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 28, 2017 Filed Mar 3, 2017 01:18 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 16,318 | $7.00 | $114,226.00 |
DisclosureSEC source: 0001406666-17-000015 · wf-form4_148850390217754.xml · nonDerivative · entry 1 Atkins William J · CIK 0001599869 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · price: Shares sold at prices ranging from $6.90 to $7.08 per share at a weighted average price of $7.00. The reporting person will provide full information regarding the number of shares sold at each purchase price upon request. Read SEC document |
| February 07, 2017 Filed Feb 10, 2017 00:39 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001406666-17-000004 · wf-form4_148668715589530.xml · derivative · entry 3 Atkins William J · CIK 0001599869 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2026-02-02 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_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of Calix common stock. F3 · derivative.exercise_date: Represents remaining RSU's from the February 2016 Award which are scheduled to vest in two equal subsequent annual installments of 25% per year so that the award shall fully vest in February 2019, subject to the Reporting Person's continued service. Read SEC document |
| February 07, 2017 Filed Feb 10, 2017 00:39 UTC | CALIX, INC (CALX) · Entity 4385 | Tax withholdingCommon Stock | 10,440 | $7.00 | $73,080.00 |
DisclosureSEC source: 0001406666-17-000004 · wf-form4_148668715589530.xml · nonDerivative · entry 2 Atkins William J · CIK 0001599869 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,318 Read SEC document |
| February 07, 2017 Filed Feb 10, 2017 00:39 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-17-000004 · wf-form4_148668715589530.xml · nonDerivative · entry 1 Atkins William J · CIK 0001599869 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,758 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 · shares: Represents shares earned under the restricted stock unit ("RSU") award granted February 2, 2016 ("February 2016 Award"). Attainment of the performance metrics was determined and certified by the Compensation Committee of the Company's Board of Directors on February 7, 2017 in accordance with the metrics previously established by the Compensation Committee for the fiscal year ending December 31, 2016. Read SEC document |
| November 01, 2016 Filed Nov 4, 2016 23:35 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 2,000 | $5.31 | $10,620.00 |
DisclosureSEC source: 0001406666-16-000144 · wf-form4_147830252878316.xml · nonDerivative · entry 2 Atkins William J · CIK 0001599869 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,758 F3 · kind: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. ESPP for the purchase period of May 2, 2016 through November 1, 2016. This transaction is exempt under Rule 16b-3(c). F4 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on November 1, 2016. Read SEC document |
| April 29, 2016 Filed Nov 4, 2016 23:35 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 2,000 | $5.89 | $11,780.00 |
DisclosureSEC source: 0001406666-16-000144 · wf-form4_147830252878316.xml · nonDerivative · entry 1 Atkins William J · CIK 0001599869 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,758 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of November 2, 2015 through April 29, 2016. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on April 29, 2016. 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.