Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AirJoule Technologies Corp.AIRJ · Entity 9063 | Director | May 29, 2025 | June 03, 2025 |
| DIH HOLDING US, INC.DHAI · Entity 75642 | Director | December 05, 2024 | December 09, 2024 |
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.
AirJoule Technologies Corp.
Report date May 29, 2025 · Filed June 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 52,997 |
Reported balance
After 2025-05-29 transaction · row 1
1 source rowRow 1 · 2025-05-29 · Exercise / conversion · Acquired 5,400 · Balance 52,997 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-05-29 · Exercise / conversion · Disposed 5,400 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: The restricted stock units vested on May 29, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,037 |
Reported balance
After 2025-05-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-29 · Grant · Acquired 28,037 · Balance 28,037 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3: The restricted stock units vest on the earlier of May 29, 2026 and the date of the next annual shareholders' meeting of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: The restricted stock units vested on May 29, 2025.
F3: The restricted stock units vest on the earlier of May 29, 2026 and the date of the next annual shareholders' meeting of the Issuer.
DIH HOLDING US, INC.
Report date December 05, 2024 · Filed December 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy LLC | 52,817 |
Reported balance
After 2024-12-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-12-05 · Grant · Acquired 52,817 · Balance 52,817 F1: The shares are being issued as part of the Company's board compensation package which is comprised of both cash and stock compensation. These shares are being issued pursuant to that agreement under the Company's Equity Compensation Plan. This issuance is for 3 quarters of service, which equates to $75,000.14 and is based upon $1.42 per share |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are being issued as part of the Company's board compensation package which is comprised of both cash and stock compensation. These shares are being issued pursuant to that agreement under the Company's Equity Compensation Plan. This issuance is for 3 quarters of service, which equates to $75,000.14 and is based upon $1.42 per share
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 |
|---|---|---|---|---|---|---|
| May 29, 2025 Filed Jun 3, 2025 00:32 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantRestricted Stock Units · Derivative | 28,037 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080515 · ownership.xml · derivative · entry 3 Baucus Max · CIK 0001906587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,037 Underlying: Class A Common Stock · 28,037 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of May 29, 2026 and the date of the next annual shareholders' meeting of the Issuer. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of May 29, 2026 and the date of the next annual shareholders' meeting of the Issuer. Read SEC document |
| May 29, 2025 Filed Jun 3, 2025 00:32 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionRestricted Stock Units · Derivative | 5,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080515 · ownership.xml · derivative · entry 2 Baucus Max · CIK 0001906587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,400 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vested on May 29, 2025. F2 · derivative.expiration_date: The restricted stock units vested on May 29, 2025. Read SEC document |
| May 29, 2025 Filed Jun 3, 2025 00:32 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | Exercise / conversionClass A Common Stock | 5,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080515 · ownership.xml · nonDerivative · entry 1 Baucus Max · CIK 0001906587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,997 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 |
| December 05, 2024 Filed Dec 9, 2024 16:03 UTC | DIH HOLDING US, INC. DHAI · Entity 75642 | GrantClass A Common Stock | 52,817 | $1.42 | $75,000.14 |
DisclosureSEC source: 0001493152-24-049256 · ownership.xml · nonDerivative · entry 1 Baucus Max · CIK 0001906587 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 52,817 F1 · kind: The shares are being issued as part of the Company's board compensation package which is comprised of both cash and stock compensation. These shares are being issued pursuant to that agreement under the Company's Equity Compensation Plan. This issuance is for 3 quarters of service, which equates to $75,000.14 and is based upon $1.42 per share F1 · shares: The shares are being issued as part of the Company's board compensation package which is comprised of both cash and stock compensation. These shares are being issued pursuant to that agreement under the Company's Equity Compensation Plan. This issuance is for 3 quarters of service, which equates to $75,000.14 and is based upon $1.42 per share F1 · price: The shares are being issued as part of the Company's board compensation package which is comprised of both cash and stock compensation. These shares are being issued pursuant to that agreement under the Company's Equity Compensation Plan. This issuance is for 3 quarters of service, which equates to $75,000.14 and is based upon $1.42 per share F1 · acquired: The shares are being issued as part of the Company's board compensation package which is comprised of both cash and stock compensation. These shares are being issued pursuant to that agreement under the Company's Equity Compensation Plan. This issuance is for 3 quarters of service, which equates to $75,000.14 and is based upon $1.42 per share F1 · balance_after: The shares are being issued as part of the Company's board compensation package which is comprised of both cash and stock compensation. These shares are being issued pursuant to that agreement under the Company's Equity Compensation Plan. This issuance is for 3 quarters of service, which equates to $75,000.14 and is based upon $1.42 per share Read SEC document |
| June 06, 2024 Filed Jun 11, 2024 01:39 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantStock Options · Derivative | 14,220 | $0.00 Strike: $10.23 | $0.00 |
DisclosureSEC source: 0001213900-24-051477 · ownership.xml · derivative · entry 2 Baucus Max · CIK 0001906587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,220 Underlying: Class A Common Stock · 14,220 shares Expires 2034-06-06 F2 · derivative.exercise_date: The stock options vest on the earlier of June 6, 2025 and the date of the next annual shareholders' meeting of the Issuer. Read SEC document |
| June 06, 2024 Filed Jun 11, 2024 01:39 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantRestricted Stock Units · Derivative | 5,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-051477 · ownership.xml · derivative · entry 1 Baucus Max · CIK 0001906587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,400 Underlying: Class A Common Stock · 5,400 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units vest on the earlier of June 6, 2025 and the date of the next annual shareholders' meeting of the Issuer. F1 · derivative.exercise_date: The restricted stock units vest on the earlier of June 6, 2025 and the date of the next annual shareholders' meeting of the Issuer. F1 · derivative.expiration_date: The restricted stock units vest on the earlier of June 6, 2025 and the date of the next annual shareholders' meeting of the Issuer. Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 10:25 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantStock Option · Derivative | 71,395 | $0.00 Strike: $0.12 | $0.00 |
DisclosureSEC source: 0001213900-24-023692 · ownership.xml · derivative · entry 2 Baucus Max · CIK 0001906587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,395 Underlying: Class A Common Stock · 71,395 shares Expires 2031-03-15 F1 · kind: Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of June 5, 2023 (the "Merger Agreement"), by and between the Issuer (formerly, Power & Digital Infrastructure Acquisition II Corp.), XPDB Merger Sub, LLC and Montana Technologies LLC ("Legacy Montana"), pursuant to which the common units of Legacy Montana automatically converted into newly issued shares of Class A Common Stock. In addition, each Legacy Montana stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions. F2 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 10:25 UTC | AirJoule Technologies Corp. AIRJ · Entity 9063 | GrantClass A Common Stock | 47,597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-24-023692 · ownership.xml · nonDerivative · entry 1 Baucus Max · CIK 0001906587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,597 F1 · kind: Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of June 5, 2023 (the "Merger Agreement"), by and between the Issuer (formerly, Power & Digital Infrastructure Acquisition II Corp.), XPDB Merger Sub, LLC and Montana Technologies LLC ("Legacy Montana"), pursuant to which the common units of Legacy Montana automatically converted into newly issued shares of Class A Common Stock. In addition, each Legacy Montana stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions. F1 · price: Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of June 5, 2023 (the "Merger Agreement"), by and between the Issuer (formerly, Power & Digital Infrastructure Acquisition II Corp.), XPDB Merger Sub, LLC and Montana Technologies LLC ("Legacy Montana"), pursuant to which the common units of Legacy Montana automatically converted into newly issued shares of Class A Common Stock. In addition, each Legacy Montana stock option was automatically converted into the right to receive stock options of the Issuer with the same terms and conditions. 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.