Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRC Group Holdings, Inc.RILY · Entity 6050 | Executive VP and CFO | June 03, 2025 | June 05, 2025 |
| Funko, Inc.FNKO · Entity 2463 | Interim CFO | December 05, 2022 | December 09, 2022 |
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Interim CFO | May 14, 2018 | May 23, 2018 |
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.
BRC Group Holdings, Inc.
Report date June 03, 2025 · Filed June 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,000 |
Reported balance
After 2025-06-03 transaction · row 1
1 source rowRow 1 · 2025-06-03 · Grant · Acquired 100,000 · Balance 100,000 F1: Represents shares of common stock issued to Mr. Yessner pursuant to that certain employment agreement with the Company dated May 19, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock issued to Mr. Yessner pursuant to that certain employment agreement with the Company dated May 19, 2025.
Funko, Inc.
Report date December 05, 2022 · Filed December 09, 2022
This filing explicitly reported no securities owned.
UNIVERSAL TECHNICAL INSTITUTE INC
Report date May 14, 2018 · Filed May 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially owned.SEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-05-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 03, 2025 Filed Jun 5, 2025 21:01 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-051623 · ownership.xml · nonDerivative · entry 1 Yessner Scott · CIK 0001741647 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 F1 · shares: Represents shares of common stock issued to Mr. Yessner pursuant to that certain employment agreement with the Company dated May 19, 2025. 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.