Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENERGY FOCUS, INC/DEEFOI · Entity 7723 | CFO & Secretary | April 03, 2018 | April 04, 2018 |
| Urgent.ly Inc.ULY · Entity 50975 | Chief Financial Officer | June 06, 2025 | June 10, 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.
ENERGY FOCUS, INC/DE
Report date April 03, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,793 |
Ending reported balance
After 2018-04-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-04-03 · Exercise / conversion · Acquired 6,435 · Balance 18,055 Row 2 · 2018-04-03 · Tax withholding · Disposed 2,262 · Balance 15,793 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-04-04 | Direct | 12,872 |
Reported balance
After 2018-04-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-04-03 · Exercise / conversion · Disposed 6,435 · Balance 12,872 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-03-16 | Direct | 1,174 |
Reported balance
Holding disclosure · report date 2018-04-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,174 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-08-16 | Direct | 3,334 |
Reported balance
Holding disclosure · report date 2018-04-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,334 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-03-14 | Direct | 5,723 |
Reported balance
Holding disclosure · report date 2018-04-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,723 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-27 | Direct | 49,167 |
Reported balance
Holding disclosure · report date 2018-04-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 49,167 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $15.08 · Expires 2025-09-17 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2018-04-03 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 5,000 F3: Date applies to one-third of the total. The remaining two-thirds vest in equal monthly installments thereafter over a two year period. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $3.17 · Expires 2027-04-03 | Direct | 28,961 |
Reported balance
Holding disclosure · report date 2018-04-03 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 28,961 F3: Date applies to one-third of the total. The remaining two-thirds vest in equal monthly installments thereafter over a two year period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock.
F2: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date.
F3: Date applies to one-third of the total. The remaining two-thirds vest in equal monthly installments thereafter over a two year period.
Urgent.ly Inc.
Report date June 06, 2025 · Filed June 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Grant · Acquired 5,000 · Balance 5,000 F1: The reported shares are represented by restricted stock units, or RSUs, which vest in full on February 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by restricted stock units, or RSUs, which vest in full on February 1, 2026.
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 06, 2025 Filed Jun 10, 2025 17:00 UTC | Urgent.ly Inc. ULY · Entity 50975 | GrantCommon Stock | 5,000 | $4.67 | $23,350.00 |
DisclosureSEC source: 0000950170-25-084431 · ownership.xml · nonDerivative · entry 1 Port Michael Harry · CIK 0001682287 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, which vest in full on February 1, 2026. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 21:13 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Exercise / conversionRestricted Stock Units · Derivative | 6,435 | $0.00 | $0.00 |
DisclosureSEC source: 0000924168-18-000018 · wf-form4_152287639595379.xml · derivative · entry 3 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,872 Underlying: Common Stock · 6,435 shares Expires 2020-04-04 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 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2 · derivative.exercise_date: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 21:13 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Tax withholdingCommon Stock | 2,262 | $2.44 | $5,519.28 |
DisclosureSEC source: 0000924168-18-000018 · wf-form4_152287639595379.xml · nonDerivative · entry 2 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,793 Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 21:13 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Exercise / conversionCommon Stock | 6,435 | $0.00 | $0.00 |
DisclosureSEC source: 0000924168-18-000018 · wf-form4_152287639595379.xml · nonDerivative · entry 1 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,055 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. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 20:58 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Exercise / conversionRestricted Stock Units · Derivative | 1,173 | $2.64 | $3,096.72 |
DisclosureSEC source: 0000924168-18-000016 · wf-form4_152149309777519.xml · derivative · entry 3 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,174 Underlying: Common Stock · 1,173 shares Expires 2019-03-16 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 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2 · derivative.exercise_date: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 20:58 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Tax withholdingCommon Stock | 413 | $2.64 | $1,090.32 |
DisclosureSEC source: 0000924168-18-000016 · wf-form4_152149309777519.xml · nonDerivative · entry 2 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,620 Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 20:58 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Exercise / conversionCommon Stock | 1,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000924168-18-000016 · wf-form4_152149309777519.xml · nonDerivative · entry 1 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,033 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. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 21:27 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Exercise / conversionRestricted Stock Units · Derivative | 2,838 | $0.00 | $0.00 |
DisclosureSEC source: 0000924168-18-000014 · wf-form4_152106284893269.xml · derivative · entry 6 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,723 Underlying: Common Stock · 2,838 shares Expires 2020-03-14 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 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2 · derivative.exercise_date: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 21:27 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Tax withholdingCommon Stock | 998 | $2.62 | $2,614.76 |
DisclosureSEC source: 0000924168-18-000014 · wf-form4_152106284893269.xml · nonDerivative · entry 2 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,860 Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 21:27 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Exercise / conversionCommon Stock | 2,838 | $0.00 | $0.00 |
DisclosureSEC source: 0000924168-18-000014 · wf-form4_152106284893269.xml · nonDerivative · entry 1 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,858 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. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 22:59 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | GrantRestricted Stock Units · Derivative | 49,167 | $0.00 | $0.00 |
DisclosureSEC source: 0000924168-18-000012 · wf-form4_151977237111480.xml · derivative · entry 2 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,167 Underlying: Common Stock · 49,167 shares Expires 2021-02-27 F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2 · derivative.exercise_date: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:24 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | GrantCommon Stock | 3,001 | $2.08 | $6,249.58 |
DisclosureSEC source: 0000924168-18-000003 · wf-form4_151501823148906.xml · nonDerivative · entry 1 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,020 F1 · kind: Shares acquired through the Energy Focus, Inc. 2013 Employee Stock Purchase Plan. Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 21:13 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Exercise / conversionRestricted Stock Units · Derivative | 1,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000924168-17-000064 · wf-form4_150300440394669.xml · derivative · entry 2 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,334 Underlying: Common Stock · 1,666 shares Expires 2019-08-16 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 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F2 · derivative.exercise_date: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 21:13 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | Exercise / conversionCommon Stock | 1,666 | $0.00 | $0.00 |
DisclosureSEC source: 0000924168-17-000064 · wf-form4_150300440394669.xml · nonDerivative · entry 1 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,019 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. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:16 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | GrantCommon Stock | 1,416 | $2.24 | $3,165.47 |
DisclosureSEC source: 0000924168-17-000056 · wf-form4_149928577566858.xml · nonDerivative · entry 1 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,353 F1 · kind: Shares acquired through the Energy Focus, Inc. 2013 Employee Stock Purchase Plan. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 22:25 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | GrantRestricted Stock Units · Derivative | 19,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000924168-17-000019 · wf-form4_149134470708841.xml · derivative · entry 3 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,307 Underlying: Common Stock · 19,307 shares Expires 2020-04-04 F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Energy Focus, Inc. Common Stock. F3 · derivative.exercise_date: Date applies to one-third of the total. Another one-third vests two years from the grant date and the final one-third vests three years from the grant date. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 22:25 UTC | ENERGY FOCUS, INC/DE EFOI · Entity 7723 | GrantStock Option · Derivative | 28,961 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0000924168-17-000019 · wf-form4_149134470708841.xml · derivative · entry 2 Port Michael Harry · CIK 0001682287 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,961 Underlying: Common Stock · 28,961 shares Expires 2027-04-03 F1 · derivative.exercise_date: Date applies to one-third of the total. The remaining two-thirds vest in equal monthly installments thereafter over a two year period. 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.