Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Big Sky Growth Partners, Inc.BSKY · Entity 136427 | Director | April 28, 2021 | May 03, 2021 |
| Smartbird, Inc.BIRD · Entity 1517 | Director · 10% owner | 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.
Big Sky Growth Partners, Inc.
Report date April 28, 2021 · Filed May 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-04-28 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-253569) (the "Registration Statement"), under the heading "Description of Securities," the Class B Common Stock will automatically convert into Class A Common Stock of the Issuer at the time of the Issuer's initial business combination and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-253569) (the "Registration Statement"), under the heading "Description of Securities," the Class B Common Stock will automatically convert into Class A Common Stock of the Issuer at the time of the Issuer's initial business combination and have no expiration date.
Smartbird, Inc.
Report date June 06, 2025 · Filed June 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,200 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Grant · Acquired 6,200 · Balance 6,200 F1: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs shall vest on the earlier to occur of June 6, 2026 and the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan) through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs shall vest on the earlier to occur of June 6, 2026 and the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan) through the applicable vesting date.
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 16:39 UTC | Smartbird, Inc. BIRD · Entity 1517 | GrantClass A Common Stock | 6,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001653909-25-000039 · wk-form4_1749587955.xml · nonDerivative · entry 1 Zwillinger Joseph · CIK 0001852323 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,200 F1 · shares: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs shall vest on the earlier to occur of June 6, 2026 and the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan) through the applicable vesting date. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 18:32 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass B Common Stock · Derivative | 7,256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000015 · wf-form4_167728155890984.xml · derivative · entry 3 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,935,945 Underlying: Class A Common Stock · 7,256 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 18:32 UTC | Smartbird, Inc. BIRD · Entity 1517 | SaleClass A Common Stock | 7,256 | $2.75 | $19,954.00 |
DisclosureSEC source: 0001653909-23-000015 · wf-form4_167728155890984.xml · nonDerivative · entry 2 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.75 to $2.765, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 18:32 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass A Common Stock | 7,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000015 · wf-form4_167728155890984.xml · nonDerivative · entry 1 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,256 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 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| February 22, 2023 Filed Feb 22, 2023 18:52 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass B Common Stock · Derivative | 26,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000013 · wf-form4_167710993291303.xml · derivative · entry 6 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,943,201 Underlying: Class A Common Stock · 26,200 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| February 22, 2023 Filed Feb 22, 2023 18:52 UTC | Smartbird, Inc. BIRD · Entity 1517 | SaleClass A Common Stock | 26,200 | $2.76 | $72,312.00 |
DisclosureSEC source: 0001653909-23-000013 · wf-form4_167710993291303.xml · nonDerivative · entry 4 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.75 to $2.765, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| February 22, 2023 Filed Feb 22, 2023 18:52 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass A Common Stock | 26,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000013 · wf-form4_167710993291303.xml · nonDerivative · entry 3 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 26,200 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 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:52 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass B Common Stock · Derivative | 22,099 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000013 · wf-form4_167710993291303.xml · derivative · entry 5 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,969,401 Underlying: Class A Common Stock · 22,099 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:52 UTC | Smartbird, Inc. BIRD · Entity 1517 | SaleClass A Common Stock | 22,099 | $2.75 | $60,772.25 |
DisclosureSEC source: 0001653909-23-000013 · wf-form4_167710993291303.xml · nonDerivative · entry 2 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.75 to $2.765, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:52 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass A Common Stock | 22,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000013 · wf-form4_167710993291303.xml · nonDerivative · entry 1 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 22,099 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 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 27, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass B Common Stock · Derivative | 92,643 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · derivative · entry 9 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,991,500 Underlying: Class A Common Stock · 92,643 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 27, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | SaleClass A Common Stock | 92,643 | $2.78 | $257,547.54 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · nonDerivative · entry 6 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.75 to $2.83, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 27, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass A Common Stock | 92,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · nonDerivative · entry 5 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 92,643 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 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 26, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass B Common Stock · Derivative | 13,867 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · derivative · entry 8 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,084,143 Underlying: Class A Common Stock · 13,867 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 26, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | SaleClass A Common Stock | 13,867 | $2.78 | $38,550.26 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · nonDerivative · entry 4 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.75 to $2.81, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 26, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass A Common Stock | 13,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · nonDerivative · entry 3 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,867 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 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass B Common Stock · Derivative | 4,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · derivative · entry 7 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,098,010 Underlying: Class A Common Stock · 4,600 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | SaleClass A Common Stock | 4,600 | $2.75 | $12,650.00 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · nonDerivative · entry 2 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.75 to $2.755, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 18:17 UTC | Smartbird, Inc. BIRD · Entity 1517 | ConversionClass A Common Stock | 4,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001653909-23-000008 · wf-form4_167486144240938.xml · nonDerivative · entry 1 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,600 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 · kind: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: Shares are held of record by Joseph Z. Zwillinger and Elizabeth L. Zwillinger, as Trustees of the Twin Wolves Revocable Trust under Revocable Trust Agreement dated September 27, 2017, of which the Reporting Person is co-trustee and shares voting and investment power over such shares. Read SEC document |
| May 23, 2022 Filed May 24, 2022 18:33 UTC | Smartbird, Inc. BIRD · Entity 1517 | GrantStock Option (Right to Buy) · Derivative | 911,162 | $0.00 Strike: $4.68 | $0.00 |
DisclosureSEC source: 0001209191-22-031717 · doc4.xml · derivative · entry 1 Zwillinger Joseph · CIK 0001852323 · Director · Co-Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 911,162 Underlying: Class A Common Stock · 911,162 shares Expires 2032-05-22 F1 · derivative.exercise_date: 1/4 of the shares underlying the option shall vest on the one-year anniversary of June 1, 2022, and the remaining shares underlying the option shall vest in a series of 36 successive equal monthly installments thereafter, in each case subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan) through the applicable vesting date. 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.