Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GRAY MEDIA, INCGTN · Entity 5479 | Director | May 31, 2019 | June 03, 2019 |
| WORLD ACCEPTANCE CORPWRLD · Entity 5083 | Director | June 10, 2025 | June 12, 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.
GRAY MEDIA, INC
Report date May 31, 2019 · Filed June 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,656 |
Reported balance
After 2019-05-31 transaction · row 1
1 source rowRow 1 · 2019-05-31 · Tax withholding · Disposed 3,406 · Balance 12,656 |
| Class A Common StockSEC Table I · non-derivative | Direct | 6,917 |
Reported balance
Holding disclosure · report date 2019-05-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,917 |
WORLD ACCEPTANCE CORP
Report date June 10, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, NO PAR VALUESEC Table I · non-derivative | Direct | 5,106 |
Reported balance
After 2025-06-10 transaction · row 1
1 source rowRow 1 · 2025-06-10 · Grant · Acquired 2,000 · Balance 5,106 F1: Restricted stock that vests in two equal annual installments beginning on December 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock that vests in two equal annual installments beginning on December 1, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Focus Financial Partners Inc.
Report date August 31, 2023 · Filed September 01, 2023
Section 16 reporting ended · disclosed 2023-09-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-08-31 · Exercise / conversion · Acquired 9,611 · Balance 9,611 F3: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. Row 2 · 2023-08-31 · Disposition to issuer · Disposed 9,611 · Balance 0 F1: In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of February 27, 2023, by and among the Issuer, Ferdinand FFP Acquisition, LLC ("Parent"), Ferdinand FFP Merger Sub 1, Inc. ("Company Merger Sub"), Ferdinand FFP Merger Sub 2, LLC ("LLC Merger Sub"), and Focus Financial Partners, LLC ("Focus LLC"), (a) LLC Merger Sub was merged with and into Focus LLC (the "LLC Merger"), with Focus LLC surviving the LLC Merger and (b) immediately after the LLC Merger, Company Merger Sub was merged with and into the Issuer (the "Company Merger" and together with the LLC Merger, the "Mergers"), with the Issuer surviving the Company Merger as a subsidiary of Parent. F2: At the effective time of the Company Merger (the "Company Merger Effective Time"), each of the reporting person's shares of Class A common stock of the Issuer (the "Class A Shares") outstanding immediately prior to the Company Merger Effective Time was converted into the right to receive cash in an amount equal to $53.00 per Class A Share, without interest and subject to any required withholding taxes (the "Merger Consideration"). As a result of the Mergers, the reporting person no longer beneficially owns, directly or indirectly, any Class A Shares. |
| Incentive Units in Focus Financial Partners LLCSEC Table II · derivative / convertible security · Conversion / exercise price $37.59 | Direct | 0 |
Reported balance
After 2023-08-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-08-31 · Exercise / conversion · Disposed 5,948 · Balance 0 F4: The hurdle amount is set at the time of grant and typically represents the estimated fair value of a Common Unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each Incentive Unit. F3: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F5: These Incentive Units were scheduled to vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Incentive Units to immediately prior to the effective time of the Mergers. Incentive Units do not expire. |
| Incentive Units in Focus Financial Partners LLCSEC Table II · derivative / convertible security · Conversion / exercise price $43.07 | Direct | 0 |
Reported balance
After 2023-08-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-08-31 · Exercise / conversion · Disposed 30,000 · Balance 0 F4: The hurdle amount is set at the time of grant and typically represents the estimated fair value of a Common Unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each Incentive Unit. F3: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F6: 20,000 of these Incentive Units were scheduled to vest in two equal installments on each anniversary of March 7, 2023, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Incentive Units to immediately prior to the effective time of the Mergers. Incentive Units do not expire. |
| Common Units in Focus Financial Partners LLCSEC Table II · derivative / convertible security | Direct | 9,611 |
Reported balance
After 2023-08-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-08-31 · Exercise / conversion · Acquired 7,350 · Balance 9,611 F3: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. |
| Common Units in Focus Financial Partners LLCSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-08-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-08-31 · Exercise / conversion · Disposed 9,611 · Balance 0 F3: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F7: 2,261 of these Common Units were scheduled to vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Common Units to immediately prior to the effective time of the Mergers. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of February 27, 2023, by and among the Issuer, Ferdinand FFP Acquisition, LLC ("Parent"), Ferdinand FFP Merger Sub 1, Inc. ("Company Merger Sub"), Ferdinand FFP Merger Sub 2, LLC ("LLC Merger Sub"), and Focus Financial Partners, LLC ("Focus LLC"), (a) LLC Merger Sub was merged with and into Focus LLC (the "LLC Merger"), with Focus LLC surviving the LLC Merger and (b) immediately after the LLC Merger, Company Merger Sub was merged with and into the Issuer (the "Company Merger" and together with the LLC Merger, the "Mergers"), with the Issuer surviving the Company Merger as a subsidiary of Parent.
F2: At the effective time of the Company Merger (the "Company Merger Effective Time"), each of the reporting person's shares of Class A common stock of the Issuer (the "Class A Shares") outstanding immediately prior to the Company Merger Effective Time was converted into the right to receive cash in an amount equal to $53.00 per Class A Share, without interest and subject to any required withholding taxes (the "Merger Consideration"). As a result of the Mergers, the reporting person no longer beneficially owns, directly or indirectly, any Class A Shares.
F3: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units.
F4: The hurdle amount is set at the time of grant and typically represents the estimated fair value of a Common Unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each Incentive Unit.
F5: These Incentive Units were scheduled to vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Incentive Units to immediately prior to the effective time of the Mergers. Incentive Units do not expire.
F6: 20,000 of these Incentive Units were scheduled to vest in two equal installments on each anniversary of March 7, 2023, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Incentive Units to immediately prior to the effective time of the Mergers. Incentive Units do not expire.
F7: 2,261 of these Common Units were scheduled to vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Common Units to immediately prior to the effective time of the Mergers.
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 |
|---|---|---|---|---|---|---|
| June 10, 2025 Filed Jun 12, 2025 21:55 UTC | WORLD ACCEPTANCE CORP WRLD · Entity 5083 | GrantCOMMON STOCK, NO PAR VALUE | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000108385-25-000057 · wk-form4_1749765333.xml · nonDerivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,106 F1 · shares: Restricted stock that vests in two equal annual installments beginning on December 1, 2026. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 20:18 UTC | WORLD ACCEPTANCE CORP WRLD · Entity 5083 | GrantCOMMON STOCK, NO PAR VALUE | 1,075 | $0.00 | $0.00 |
DisclosureSEC source: 0000108385-24-000070 · wk-form4_1734725915.xml · nonDerivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,106 F1 · shares: Restricted stock will vest on December 18, 2025. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 21:33 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | Exercise / conversionCommon Units in Focus Financial Partners LLC · Derivative | 9,611 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-097896 · tm2325394-6_4seq1.xml · derivative · entry 6 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock, $0.01 par value · 9,611 shares Expires not disclosed 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. F3 · derivative.exercise_price: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F3 · kind: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F3 · price: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F7 · derivative.exercise_date: 2,261 of these Common Units were scheduled to vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Common Units to immediately prior to the effective time of the Mergers. F7 · derivative.expiration_date: 2,261 of these Common Units were scheduled to vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Common Units to immediately prior to the effective time of the Mergers. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 21:33 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | Exercise / conversionCommon Units in Focus Financial Partners LLC · Derivative | 7,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-097896 · tm2325394-6_4seq1.xml · derivative · entry 5 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,611 Underlying: Class A Common Stock, $0.01 par value · 7,350 shares Expires not disclosed 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. F3 · derivative.exercise_price: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F3 · kind: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F3 · price: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F3 · derivative.exercise_date: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F3 · derivative.expiration_date: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 21:33 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | Exercise / conversionIncentive Units in Focus Financial Partners LLC · Derivative | 30,000 | $0.00 Strike: $43.07 | $0.00 |
DisclosureSEC source: 0001104659-23-097896 · tm2325394-6_4seq1.xml · derivative · entry 4 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units in Focus Financial Partners LLC · 5,621 shares Expires not disclosed 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. F4 · derivative.exercise_price: The hurdle amount is set at the time of grant and typically represents the estimated fair value of a Common Unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each Incentive Unit. F3 · kind: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F6 · derivative.exercise_date: 20,000 of these Incentive Units were scheduled to vest in two equal installments on each anniversary of March 7, 2023, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Incentive Units to immediately prior to the effective time of the Mergers. Incentive Units do not expire. F6 · derivative.expiration_date: 20,000 of these Incentive Units were scheduled to vest in two equal installments on each anniversary of March 7, 2023, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Incentive Units to immediately prior to the effective time of the Mergers. Incentive Units do not expire. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 21:33 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | Exercise / conversionIncentive Units in Focus Financial Partners LLC · Derivative | 5,948 | $0.00 Strike: $37.59 | $0.00 |
DisclosureSEC source: 0001104659-23-097896 · tm2325394-6_4seq1.xml · derivative · entry 3 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units in Focus Financial Partners LLC · 1,729 shares Expires not disclosed 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. F4 · derivative.exercise_price: The hurdle amount is set at the time of grant and typically represents the estimated fair value of a Common Unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each Incentive Unit. F3 · kind: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F5 · derivative.exercise_date: These Incentive Units were scheduled to vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Incentive Units to immediately prior to the effective time of the Mergers. Incentive Units do not expire. F5 · derivative.expiration_date: These Incentive Units were scheduled to vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service; however, in connection with the Mergers, the board of directors of the Issuer determined to accelerate vesting of the Incentive Units to immediately prior to the effective time of the Mergers. Incentive Units do not expire. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 21:33 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | Disposition to issuerClass A Common Stock, $0.01 par value | 9,611 | $53.00 | $509,383.00 |
DisclosureSEC source: 0001104659-23-097896 · tm2325394-6_4seq1.xml · nonDerivative · entry 2 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of February 27, 2023, by and among the Issuer, Ferdinand FFP Acquisition, LLC ("Parent"), Ferdinand FFP Merger Sub 1, Inc. ("Company Merger Sub"), Ferdinand FFP Merger Sub 2, LLC ("LLC Merger Sub"), and Focus Financial Partners, LLC ("Focus LLC"), (a) LLC Merger Sub was merged with and into Focus LLC (the "LLC Merger"), with Focus LLC surviving the LLC Merger and (b) immediately after the LLC Merger, Company Merger Sub was merged with and into the Issuer (the "Company Merger" and together with the LLC Merger, the "Mergers"), with the Issuer surviving the Company Merger as a subsidiary of Parent. F2 · kind: At the effective time of the Company Merger (the "Company Merger Effective Time"), each of the reporting person's shares of Class A common stock of the Issuer (the "Class A Shares") outstanding immediately prior to the Company Merger Effective Time was converted into the right to receive cash in an amount equal to $53.00 per Class A Share, without interest and subject to any required withholding taxes (the "Merger Consideration"). As a result of the Mergers, the reporting person no longer beneficially owns, directly or indirectly, any Class A Shares. F1 · price: In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of February 27, 2023, by and among the Issuer, Ferdinand FFP Acquisition, LLC ("Parent"), Ferdinand FFP Merger Sub 1, Inc. ("Company Merger Sub"), Ferdinand FFP Merger Sub 2, LLC ("LLC Merger Sub"), and Focus Financial Partners, LLC ("Focus LLC"), (a) LLC Merger Sub was merged with and into Focus LLC (the "LLC Merger"), with Focus LLC surviving the LLC Merger and (b) immediately after the LLC Merger, Company Merger Sub was merged with and into the Issuer (the "Company Merger" and together with the LLC Merger, the "Mergers"), with the Issuer surviving the Company Merger as a subsidiary of Parent. F2 · price: At the effective time of the Company Merger (the "Company Merger Effective Time"), each of the reporting person's shares of Class A common stock of the Issuer (the "Class A Shares") outstanding immediately prior to the Company Merger Effective Time was converted into the right to receive cash in an amount equal to $53.00 per Class A Share, without interest and subject to any required withholding taxes (the "Merger Consideration"). As a result of the Mergers, the reporting person no longer beneficially owns, directly or indirectly, any Class A Shares. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 21:33 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | Exercise / conversionClass A Common Stock, $0.01 par value | 9,611 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-097896 · tm2325394-6_4seq1.xml · nonDerivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,611 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. F3 · kind: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. F3 · price: Immediately prior to the effective time of the LLC Merger, all of the outstanding vested Common Units and Incentive Units of Focus LLC with a hurdle amount that is less than the Merger Consideration were exchanged for Class A Shares. The Incentive Units were first converted into a number of Common Units that took into account the Merger Consideration and such Incentive Units' aggregate hurdle amount, and the resulting Common Units were then exchanged for an equal number of Class A Shares (the conversions, collectively, the "Vested Units Exchanges"). As a result of the Vested Units Exchanges, the reporting person no longer beneficially owns, directly or indirectly, any Common Units or Incentive Units. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 19:50 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | GrantCommon Units in Focus Financial Partners, LLC · Derivative | 2,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-127074 · tm2232241-8_4seq1.xml · derivative · entry 2 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,261 Underlying: Class A Common Stock · 2,261 shares Expires not disclosed F4 · derivative.exercise_price: Vested common units are exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) an equal number of shares of the Issuer's Class A common stock or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. F4 · kind: Vested common units are exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) an equal number of shares of the Issuer's Class A common stock or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. F5 · derivative.exercise_date: These common units will vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service. F5 · derivative.expiration_date: These common units will vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 19:50 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | GrantIncentive Units in Focus Financial Partners, LLC · Derivative | 5,948 | $0.00 Strike: $37.59 | $0.00 |
DisclosureSEC source: 0001104659-22-127074 · tm2232241-8_4seq1.xml · derivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,948 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Each incentive unit in Focus Financial Partners, LLC ("Focus LLC") entitles the holder to receive distributions from Focus LLC if the aggregate distributions made by Focus LLC in respect of each common unit issued and outstanding on or prior to date of the grant of the incentive unit exceeds a specified amount, referred to as the hurdle amount. The hurdle amount is set at the time of grant and typically represents the estimated fair value of a common unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each incentive award. F2 · kind: Unvested incentive units will, at vesting, become exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) a number of shares of the Issuer's Class A common stock that takes into account the then-current value of the Issuer's Class A common stock and such incentive units' aggregate hurdle amount or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. F3 · derivative.exercise_date: These incentive units will vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service. Incentive units do not expire. F3 · derivative.expiration_date: These incentive units will vest in three equal installments on each anniversary of December 12, 2022, subject to the director's continued service. Incentive units do not expire. F2 · derivative.underlying_shares: Unvested incentive units will, at vesting, become exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) a number of shares of the Issuer's Class A common stock that takes into account the then-current value of the Issuer's Class A common stock and such incentive units' aggregate hurdle amount or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 17:16 UTC | Focus Financial Partners Inc. FOCS · Entity 15608 | GrantIncentive Units in Focus Financial Partners, LLC · Derivative | 30,000 | $0.00 Strike: $43.07 | $0.00 |
DisclosureSEC source: 0001104659-22-032073 · tm228783-4_4seq1.xml · derivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Each incentive unit in Focus Financial Partners, LLC ("Focus LLC") entitles the holder to receive distributions from Focus LLC if the aggregate distributions made by Focus LLC in respect of each common unit in Focus LLC issued and outstanding on or prior to date of the grant of the incentive unit exceeds a specified amount, referred to as the hurdle amount. The hurdle amount is set at the time of grant and typically represents the estimated fair value of a common unit on the date of grant. The figure reflected in column 2 is the hurdle amount assigned to each incentive award. F2 · kind: Unvested incentive units will, at vesting, become exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) a number of shares of the Issuer's Class A common stock that takes into account the then-current value of the Issuer's Class A common stock and such incentive units' aggregate hurdle amount or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. F3 · derivative.exercise_date: These incentive units will vest in three equal installments on each anniversary of March 7, 2022, subject to the director's continued service. Incentive units do not expire. F3 · derivative.expiration_date: These incentive units will vest in three equal installments on each anniversary of March 7, 2022, subject to the director's continued service. Incentive units do not expire. F2 · derivative.underlying_shares: Unvested incentive units will, at vesting, become exchangeable, subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) a number of shares of the Issuer's Class A common stock that takes into account the then-current value of the Issuer's Class A common stock and such incentive units' aggregate hurdle amount or, (ii) at the election of the Issuer, cash. The acquisition of the derivative securities was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 04, 2021 Filed Nov 12, 2021 17:06 UTC | WORLD ACCEPTANCE CORP WRLD · Entity 5083 | GrantEMPLOYEE STOCK OPTION, RIGHT TO BUY · Derivative | 2,031 | $0.00 Strike: $188.38 | $0.00 |
DisclosureSEC source: 0000108385-21-000143 · wf-form4_163673679319520.xml · derivative · entry 2 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,031 Underlying: COMMON STOCK, NO PAR VALUE · 2,031 shares Expires 2031-08-04 F1 · shares: On August 04, 2021, the reporting person was granted time-based stock options to purchase 2,031 shares of common stock. 156 shares vested on 10/15/2021, and the remaining 1,875 will vest equally on 10/15/22, 10/15/23 and 10/15/24. Read SEC document |
| August 04, 2021 Filed Nov 12, 2021 17:06 UTC | WORLD ACCEPTANCE CORP WRLD · Entity 5083 | GrantCOMMON STOCK, NO PAR VALUE | 2,031 | $0.00 | $0.00 |
DisclosureSEC source: 0000108385-21-000143 · wf-form4_163673679319520.xml · nonDerivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,031 Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 21:42 UTC | GRAY MEDIA, INC GTN · Entity 5479 | Tax withholdingCommon Stock | 3,406 | $17.23 | $58,685.38 |
DisclosureSEC source: 0001209191-19-034016 · doc4.xml · nonDerivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,656 Read SEC document |
| May 10, 2018 Filed May 11, 2018 21:16 UTC | GRAY MEDIA, INC GTN · Entity 5479 | GrantCommon Stock | 9,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029635 · doc4.xml · nonDerivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,062 F1 · shares: Represents grant of restricted stock, which vests in full on May 31, 2019. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 22:51 UTC | GRAY MEDIA, INC GTN · Entity 5479 | Tax withholdingClass A Common Stock | 2,690 | $14.00 | $37,660.00 |
DisclosureSEC source: 0001209191-18-007127 · doc4.xml · nonDerivative · entry 2 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,917 Read SEC document |
| May 10, 2017 Filed May 12, 2017 21:19 UTC | GRAY MEDIA, INC GTN · Entity 5479 | GrantClass A Common Stock | 9,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032080 · doc4.xml · nonDerivative · entry 2 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,607 F1 · shares: Represents grant of restricted stock, which vests in full on January 31, 2018. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 23:31 UTC | GRAY MEDIA, INC GTN · Entity 5479 | Tax withholdingCommon Stock | 2,667 | $11.85 | $31,603.95 |
DisclosureSEC source: 0001209191-17-007284 · doc4.xml · nonDerivative · entry 1 Neuhoff Elizabeth R. · CIK 0001651168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,857 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.