Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATI Physical Therapy, Inc.ATIP · Entity 79823 | Chief Accounting Officer | March 22, 2024 | March 26, 2024 |
| Hub Group, Inc.HUBG · Entity 4403 | Chief Accounting Officer | April 01, 2025 | April 02, 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.
ATI Physical Therapy, Inc.
Report date March 22, 2024 · Filed March 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,111 |
Reported balance
After 2024-03-22 transaction · row 1
1 source rowRow 1 · 2024-03-22 · Tax withholding · Disposed 975 · Balance 10,111 F1: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. The Reporting Person was granted Restricted Stock Units ("RSUs") which vest annually and Restricted Stock Awards ("RSAs") which vest quarterly. There are 7,150 unvested RSUs and 64 unvested RSAs. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. The Reporting Person was granted Restricted Stock Units ("RSUs") which vest annually and Restricted Stock Awards ("RSAs") which vest quarterly. There are 7,150 unvested RSUs and 64 unvested RSAs.
Hub Group, Inc.
Report date April 01, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,431 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Tax withholding · Disposed 283 · Balance 8,431 |
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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 2, 2025 18:34 UTC | Hub Group, Inc. HUBG · Entity 4403 | Tax withholdingClass A Common Stock | 283 | $37.22 | $10,533.26 |
DisclosureSEC source: 0000950170-25-049163 · ownership.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,431 Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 19:41 UTC | Hub Group, Inc. HUBG · Entity 4403 | GrantClass A Common Stock | 4,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002735 · ownership.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,714 F1 · shares: This restricted stock award vests annually over five years. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 21:09 UTC | Hub Group, Inc. HUBG · Entity 4403 | GrantClass A Common Stock | 4,186 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-047711 · ownership.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,186 F1 · shares: This restricted stock award vests anually over five years. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 18:10 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 975 | $6.08 | $5,928.00 |
DisclosureSEC source: 0001868736-24-000003 · primary_doc.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,111 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. The Reporting Person was granted Restricted Stock Units ("RSUs") which vest annually and Restricted Stock Awards ("RSAs") which vest quarterly. There are 7,150 unvested RSUs and 64 unvested RSAs. Read SEC document |
| March 16, 2024 Filed Mar 18, 2024 15:17 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 15 | $6.41 | $96.15 |
DisclosureSEC source: 0001868736-24-000002 · primary_doc.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,086 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. The Reporting Person was granted Restricted Stock Units ("RSUs") which vest annually and Restricted Stock Awards ("RSAs") which vest quarterly. There are 10,582 unvested RSUs and 64 unvested RSAs. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 12:07 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 100 | $6.78 | $678.00 |
DisclosureSEC source: 0001868736-24-000001 · primary_doc.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,101 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. The Reporting Person was granted Restricted Stock Units ("RSUs") which vest annually and Restricted Stock Awards ("RSAs") which vest quarterly. There are 10,582 unvested RSUs and 138 unvested RSAs. Read SEC document |
| December 16, 2023 Filed Dec 19, 2023 16:07 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 15 | $6.79 | $101.85 |
DisclosureSEC source: 0001868736-23-000004 · primary_doc.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,201 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. The Reporting Person was granted Restricted Stock Units which vest annually and Restricted Stock Awards which vest quarterly. There are 10,870 unvested RSUs and 138 unvested RSAs. F1 · balance_after: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. The Reporting Person was granted Restricted Stock Units which vest annually and Restricted Stock Awards which vest quarterly. There are 10,870 unvested RSUs and 138 unvested RSAs. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 10:23 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 15 | $8.91 | $133.65 |
DisclosureSEC source: 0001868736-23-000002 · primary_doc.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,216 Read SEC document |
| June 16, 2023 Filed Jun 21, 2023 16:19 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 15 | $10.53 | $157.95 |
DisclosureSEC source: 0001868736-23-000001 · primary_doc.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,231 F1 · balance_after: As of June 14, 2023, the issuer effected a reverse stock split of its common stock at a ratio of 1-or-50, resulting in every 50 shares owned by the reporting person to be combined into one share of common stock. Read SEC document |
| May 12, 2023 Filed May 15, 2023 18:58 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | SaleClass A Common Stock | 30,476 | $0.24 | $7,161.86 |
DisclosureSEC source: 0001140361-23-024841 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,410 Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 09:20 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | GrantClass A Common Stock | 514,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-013610 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590,886 F1 · shares: Award of restricted stock units subject to stockholder approval of an amendment to the ATI Physical Therapy Inc.'s 2021 Equity Incentive Plan, under which the restricted stock units were granted. The stockholder approval vote is expected to occur at the Company's 2023 Annual Meeting. Read SEC document |
| March 22, 2023 Filed Mar 27, 2023 14:52 UTC Amendment | ATI Physical Therapy, Inc. ATIP · Entity 79823 | GrantClass A Common Stock | 514,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-013960 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590,886 F1 · shares: Award of restricted stock units subject to stockholder approval of an amendment to the ATI Physical Therapy Inc.'s 2021 Equity Incentive Plan, under which the restricted stock units were granted. The stockholder approval vote is expected to occur at the Company's 2023 Annual Meeting. F2 · acquired: This amendment is being filed to correct a clerical error in Table I item 4. The securities were acquired and not disposed. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 17:26 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 853 | $0.31 | $264.43 |
DisclosureSEC source: 0001140361-23-012375 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,180 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 16:05 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 4,971 | $0.32 | $1,602.65 |
DisclosureSEC source: 0001140361-23-010683 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,033 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| December 16, 2022 Filed Dec 19, 2022 16:06 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A Common Stock | 722 | $0.31 | $220.28 |
DisclosureSEC source: 0001140361-22-046074 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,004 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 13:05 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A common stock | 722 | $1.15 | $830.30 |
DisclosureSEC source: 0001140361-22-033928 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,726 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 19:28 UTC Amendment | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A common stock | 700 | $1.79 | $1,253.00 |
DisclosureSEC source: 0001140361-22-023699 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,448 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. F2 · balance_after: The previous form 4, filed 6/21/2022 is being amended to correct an administrative error which misreported the amount of securities beneficially owned. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 09:47 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A common stock | 700 | $1.79 | $1,253.00 |
DisclosureSEC source: 0001140361-22-023565 · form4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,300 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 16:19 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A common stock | 853 | $1.60 | $1,364.80 |
DisclosureSEC source: 0000899243-22-011589 · doc4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,148 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 20:45 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | GrantStock Option (right to buy) · Derivative | 78,800 | $0.00 Strike: $1.74 | $0.00 |
DisclosureSEC source: 0000899243-22-010352 · doc4.xml · derivative · entry 2 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,800 Underlying: Class A common stock · 78,800 shares Expires 2032-03-07 F1 · derivative.exercise_date: One-third of the Stock Options vest on each of the first four anniversaries of March 7, 2022, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 20:45 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | GrantClass A common stock | 43,103 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-010352 · doc4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,001 Read SEC document |
| March 07, 2022 Filed Jun 21, 2023 16:19 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | GrantStock Option (Right to Buy) · Derivative | 1,576 | $0.00 Strike: $87.00 | $0.00 |
DisclosureSEC source: 0001868736-23-000001 · primary_doc.xml · derivative · entry 2 Rhodes Brent Michael · CIK 0001868736 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,576 Underlying: Class A Common Stock · 1,576 shares Expires 2032-03-07 F2 · derivative.exercise_price: This option was adjusted to reflect the reverse stock split that occurred on June 14, 2023. F2 · date: This option was adjusted to reflect the reverse stock split that occurred on June 14, 2023. F2 · kind: This option was adjusted to reflect the reverse stock split that occurred on June 14, 2023. F2 · shares: This option was adjusted to reflect the reverse stock split that occurred on June 14, 2023. F2 · derivative.exercise_date: This option was adjusted to reflect the reverse stock split that occurred on June 14, 2023. F2 · derivative.expiration_date: This option was adjusted to reflect the reverse stock split that occurred on June 14, 2023. Read SEC document |
| December 16, 2021 Filed Feb 28, 2022 17:49 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | Tax withholdingClass A common stock | 1,444 | $3.14 | $4,534.16 |
DisclosureSEC source: 0000899243-22-008143 · doc4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,898 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. F2 · balance_after: Includes shares received as a distribution from Wilco Acquisition, LP (the "Wilco LP") to its limited partners related to Incentive Common Units granted to Mr. Rhodes under the Wilco LP 2016 Equity Incentive Plan, which entitled Mr. Rhodes to a distribution of 14,781 shares on December 13, 2021. Of these distributed shares, 3,481 are unrestricted, and the remaining 11,300 restricted shares are subject to vesting in 10 quarterly installments commencing in December 2021, subject to Mr. Rhodes' continued service through the applicable vesting date. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 17:58 UTC | ATI Physical Therapy, Inc. ATIP · Entity 79823 | GrantClass A common stock | 29,561 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046174 · doc4.xml · nonDerivative · entry 1 Rhodes Brent Michael · CIK 0001868736 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,561 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.