Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aterian, Inc.ATER · Entity 8078 | Chief Commercial Officer | May 20, 2025 | May 22, 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.
Aterian, Inc.
Report date May 20, 2025 · Filed May 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 150,402 |
Reported balance
After 2025-05-20 transaction · row 1
1 source rowRow 1 · 2025-05-20 · Sale · Disposed 27,532 · Balance 150,402 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.65 to $1.71, inclusive. The reporting person undertakes to provide Aterian, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.65 to $1.71, inclusive. The reporting person undertakes to provide Aterian, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein in this footnote.
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 20, 2025 Filed May 22, 2025 17:09 UTC | Aterian, Inc. ATER · Entity 8078 | SaleCommon Stock | 27,532 | $1.65 | $45,427.80 |
DisclosureSEC source: 0001437749-25-018184 · rdgdoc.xml · nonDerivative · entry 1 Lepper Phillip · CIK 0001985049 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,402 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.65 to $1.71, inclusive. The reporting person undertakes to provide Aterian, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein in this footnote. Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 21:00 UTC | Aterian, Inc. ATER · Entity 8078 | SaleCommon Stock | 1,711 | $2.35 | $4,020.85 |
DisclosureSEC source: 0001437749-24-037671 · rdgdoc.xml · nonDerivative · entry 1 Lepper Phillip · CIK 0001985049 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,934 F1 · kind: Shares were automatically sold by the Reporting Person solely to satisfy tax withholding obligations upon the vesting of restricted stock awards. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.33 to $2.39, inclusive. The reporting person undertakes to provide Aterian, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein in this footnote. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:31 UTC | Aterian, Inc. ATER · Entity 8078 | SaleCommon Stock | 7,721 | $3.06 | $23,626.26 |
DisclosureSEC source: 0001437749-24-029183 · rdgdoc.xml · nonDerivative · entry 1 Lepper Phillip · CIK 0001985049 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,645 F1 · kind: Shares were automatically sold by the Reporting Person on a non-discretionary basis solely to satisfy tax withholding obligations upon the vesting of restricted stock awards. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.04 to $3.14, inclusive. The reporting person undertakes to provide Aterian, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein in this footnote. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 17:06 UTC | Aterian, Inc. ATER · Entity 8078 | GrantCommon Stock | 103,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-014001 · rdgdoc.xml · nonDerivative · entry 1 Lepper Phillip · CIK 0001985049 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,366 F1 · kind: Comprised of shares of restricted common stock granted pursuant to the Issuer's 2018 Equity Incentive Plan that are subject to vesting. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 21:22 UTC | Aterian, Inc. ATER · Entity 8078 | GrantCommon Stock | 624,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-025938 · rdgdoc.xml · nonDerivative · entry 1 Lepper Phillip · CIK 0001985049 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,012,389 F1 · shares: Shares of restricted common stock granted pursuant to the Issuer's 2018 Equity Incentive Plan that are subject to vesting. 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.