Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QumulusAI, Inc.QMLS · Entity 803 | Chief Growth Officer | September 01, 2026 | September 02, 2026 |
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.
QumulusAI, Inc.
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,558 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 46,848 · Balance 98,558 F1: These shares vest with respect to 11,712 shares on March 1, 2027 and with respect to 6.25% of the remaining shares quarterly over 12 quarters commencing June 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI, Inc. through the applicable vesting date. |
| Common StockSEC Table I · non-derivative | Direct | 156,887 |
Reported balance
After 2026-09-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 58,329 · Balance 156,887 F2: These shares vest on March 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan. |
| Common StockSEC Table I · non-derivative | Direct | 246,999 |
Reported balance
After 2026-09-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-01 · Grant · Acquired 90,112 · Balance 246,999 F3: These shares vest with respect to 22,528 shares on September 1, 2027 and with respect to 6.25% of the remaining shares quarterly over 12 quarters commencing December 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI, Inc. through the applicable vesting date. |
| Common StockSEC Table I · non-derivative | Direct | 266,164 |
Reported balance
After 2026-09-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-09-01 · Grant · Acquired 19,165 · Balance 266,164 F4: These shares vest on October 1, 2026 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan. F5: Includes 214,454 shares to be issued upon vesting pursuant to restricted stock unit awards granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI through the applicable vesting dates. |
| Common StockSEC Table I · non-derivative | IndirectBy JGS Partners LLC | 83,336 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 83,336 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares vest with respect to 11,712 shares on March 1, 2027 and with respect to 6.25% of the remaining shares quarterly over 12 quarters commencing June 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI, Inc. through the applicable vesting date.
F2: These shares vest on March 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan.
F3: These shares vest with respect to 22,528 shares on September 1, 2027 and with respect to 6.25% of the remaining shares quarterly over 12 quarters commencing December 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI, Inc. through the applicable vesting date.
F4: These shares vest on October 1, 2026 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan.
F5: Includes 214,454 shares to be issued upon vesting pursuant to restricted stock unit awards granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI through the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 21:00 UTC | QumulusAI, Inc. QMLS · Entity 803 | GrantCommon Stock | 19,165 | $0.00 | $0.00 |
DisclosureSEC source: 0002098854-26-000002 · primary_doc.xml · nonDerivative · entry 4 Gertz Stephen Ralph · CIK 0002098854 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,164 F4 · shares: These shares vest on October 1, 2026 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan. F5 · balance_after: Includes 214,454 shares to be issued upon vesting pursuant to restricted stock unit awards granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI through the applicable vesting dates. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 21:00 UTC | QumulusAI, Inc. QMLS · Entity 803 | GrantCommon Stock | 90,112 | $0.00 | $0.00 |
DisclosureSEC source: 0002098854-26-000002 · primary_doc.xml · nonDerivative · entry 3 Gertz Stephen Ralph · CIK 0002098854 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,999 F3 · shares: These shares vest with respect to 22,528 shares on September 1, 2027 and with respect to 6.25% of the remaining shares quarterly over 12 quarters commencing December 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI, Inc. through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 21:00 UTC | QumulusAI, Inc. QMLS · Entity 803 | GrantCommon Stock | 58,329 | $0.00 | $0.00 |
DisclosureSEC source: 0002098854-26-000002 · primary_doc.xml · nonDerivative · entry 2 Gertz Stephen Ralph · CIK 0002098854 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,887 F2 · shares: These shares vest on March 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 21:00 UTC | QumulusAI, Inc. QMLS · Entity 803 | GrantCommon Stock | 46,848 | $0.00 | $0.00 |
DisclosureSEC source: 0002098854-26-000002 · primary_doc.xml · nonDerivative · entry 1 Gertz Stephen Ralph · CIK 0002098854 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,558 F1 · shares: These shares vest with respect to 11,712 shares on March 1, 2027 and with respect to 6.25% of the remaining shares quarterly over 12 quarters commencing June 1, 2027 pursuant to a restricted stock unit award granted under the QumulusAI, Inc. 2026 Equity Incentive Plan, conditioned upon the Reporting Person remaining an employee of QumulusAI, Inc. 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.