Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Acquisition Corp. VILOVI · Entity 183934 | Director · President and CFO | September 22, 2026 | September 23, 2026 |
| Live Oak Crestview Climate Acquisition Corp.LOCC · Entity 109289 | Chief Operating Officer | September 22, 2021 | September 22, 2021 |
| Live Oak Mobility Acquisition Corp.LOKM · Entity 142078 | Chief Operating Officer | March 01, 2021 | March 01, 2021 |
| Navitas Semiconductor CorpLOKB.U · Entity 4266 | Chief Operating Officer | December 02, 2020 | December 02, 2020 |
| Teamshares IncTMS · Entity 5590 | Director | September 29, 2026 | October 09, 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.
Live Oak Acquisition Corp. VI
Report date September 22, 2026 · Filed September 23, 2026
This filing explicitly reported no securities owned.
Live Oak Crestview Climate Acquisition Corp.
Report date September 22, 2021 · Filed September 22, 2021
This filing explicitly reported no securities owned.
Live Oak Mobility Acquisition Corp.
Report date March 01, 2021 · Filed March 01, 2021
This filing explicitly reported no securities owned.
Navitas Semiconductor Corp
Report date December 02, 2020 · Filed December 02, 2020
This filing explicitly reported no securities owned.
Teamshares Inc
Report date September 29, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,000 |
Reported balance
After 2026-09-29 transaction · row 1
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 14,000 · Balance 14,000 F1: Represents an award of restricted stock units that vest in full upon the earlier of (i) the one-year anniversary of the grant date and (ii) the date of the Issuer's 2027 Annual Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units that vest in full upon the earlier of (i) the one-year anniversary of the grant date and (ii) the date of the Issuer's 2027 Annual Meeting.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FBR & Co.
Report date June 01, 2017 · Filed June 02, 2017
Section 16 reporting ended · disclosed 2017-06-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 1
1 source rowRow 1 · 2017-06-01 · Disposition to issuer · Disposed 189,224 · Balance 0 F1: Represents 147,566 shares of issuer common stock and 41,658 restricted stock units ("RSU"s) disposed of pursuant to merger agreement between issuer and B. Riley Financial, Inc. in exchange for shares of B. Riley Financial, Inc. common stock and B. Riley Financial, Inc. RSUs at an exchange ratio of 0.671. B. Riley Financial, Inc. common stock had a closing market value of $14.70 per share on the effective date of the merger. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-06-01 · Disposition to issuer · Disposed 32,236 · Balance 0 F2: Represents previously unearned performance stock units. Pursuant to the merger agreement between issuer and B. Riley Financial, Inc., as of the effective date of the merger, each performance stock unit was canceled and converted into an RSU denominated in shares of B. Riley Financial, Inc. common stock. The number of shares of B. Riley Financial, Inc. common stock subject to each such RSU equals the product (rounded to the nearest whole number) of the number of shares of the issuer's common stock that would be earned based on the level of achievement that would result in 50% of the number of shares of the issuer's common stock subject to the performance stock unit being earned, multiplied by the exchange ratio of 0.671. F3: Disposed of pursuant to the merger agreement between issuer and B. Riley Financial, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 147,566 shares of issuer common stock and 41,658 restricted stock units ("RSU"s) disposed of pursuant to merger agreement between issuer and B. Riley Financial, Inc. in exchange for shares of B. Riley Financial, Inc. common stock and B. Riley Financial, Inc. RSUs at an exchange ratio of 0.671. B. Riley Financial, Inc. common stock had a closing market value of $14.70 per share on the effective date of the merger.
F2: Represents previously unearned performance stock units. Pursuant to the merger agreement between issuer and B. Riley Financial, Inc., as of the effective date of the merger, each performance stock unit was canceled and converted into an RSU denominated in shares of B. Riley Financial, Inc. common stock. The number of shares of B. Riley Financial, Inc. common stock subject to each such RSU equals the product (rounded to the nearest whole number) of the number of shares of the issuer's common stock that would be earned based on the level of achievement that would result in 50% of the number of shares of the issuer's common stock subject to the performance stock unit being earned, multiplied by the exchange ratio of 0.671.
F3: Disposed of pursuant to the merger agreement between issuer and B. Riley Financial, Inc.
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 29, 2026 Filed Oct 9, 2026 01:03 UTC | Teamshares Inc TMS · Entity 5590 | GrantCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-418245 · ownership.xml · nonDerivative · entry 1 Fishman Adam J · CIK 0001504216 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,000 F1 · shares: Represents an award of restricted stock units that vest in full upon the earlier of (i) the one-year anniversary of the grant date and (ii) the date of the Issuer's 2027 Annual Meeting. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:18 UTC | FBR & Co. FBRC · Entity 175537 | Disposition to issuerPerformance Stock Units · Derivative | 32,236 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-023556 · doc1.xml · derivative · entry 2 Fishman Adam J · CIK 0001504216 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,236 shares Expires not disclosed F2 · derivative.exercise_price: Represents previously unearned performance stock units. Pursuant to the merger agreement between issuer and B. Riley Financial, Inc., as of the effective date of the merger, each performance stock unit was canceled and converted into an RSU denominated in shares of B. Riley Financial, Inc. common stock. The number of shares of B. Riley Financial, Inc. common stock subject to each such RSU equals the product (rounded to the nearest whole number) of the number of shares of the issuer's common stock that would be earned based on the level of achievement that would result in 50% of the number of shares of the issuer's common stock subject to the performance stock unit being earned, multiplied by the exchange ratio of 0.671. F3 · kind: Disposed of pursuant to the merger agreement between issuer and B. Riley Financial, Inc. F2 · price: Represents previously unearned performance stock units. Pursuant to the merger agreement between issuer and B. Riley Financial, Inc., as of the effective date of the merger, each performance stock unit was canceled and converted into an RSU denominated in shares of B. Riley Financial, Inc. common stock. The number of shares of B. Riley Financial, Inc. common stock subject to each such RSU equals the product (rounded to the nearest whole number) of the number of shares of the issuer's common stock that would be earned based on the level of achievement that would result in 50% of the number of shares of the issuer's common stock subject to the performance stock unit being earned, multiplied by the exchange ratio of 0.671. F2 · derivative.exercise_date: Represents previously unearned performance stock units. Pursuant to the merger agreement between issuer and B. Riley Financial, Inc., as of the effective date of the merger, each performance stock unit was canceled and converted into an RSU denominated in shares of B. Riley Financial, Inc. common stock. The number of shares of B. Riley Financial, Inc. common stock subject to each such RSU equals the product (rounded to the nearest whole number) of the number of shares of the issuer's common stock that would be earned based on the level of achievement that would result in 50% of the number of shares of the issuer's common stock subject to the performance stock unit being earned, multiplied by the exchange ratio of 0.671. F2 · derivative.expiration_date: Represents previously unearned performance stock units. Pursuant to the merger agreement between issuer and B. Riley Financial, Inc., as of the effective date of the merger, each performance stock unit was canceled and converted into an RSU denominated in shares of B. Riley Financial, Inc. common stock. The number of shares of B. Riley Financial, Inc. common stock subject to each such RSU equals the product (rounded to the nearest whole number) of the number of shares of the issuer's common stock that would be earned based on the level of achievement that would result in 50% of the number of shares of the issuer's common stock subject to the performance stock unit being earned, multiplied by the exchange ratio of 0.671. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:18 UTC | FBR & Co. FBRC · Entity 175537 | Disposition to issuerCommon Stock | 189,224 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-023556 · doc1.xml · nonDerivative · entry 1 Fishman Adam J · CIK 0001504216 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents 147,566 shares of issuer common stock and 41,658 restricted stock units ("RSU"s) disposed of pursuant to merger agreement between issuer and B. Riley Financial, Inc. in exchange for shares of B. Riley Financial, Inc. common stock and B. Riley Financial, Inc. RSUs at an exchange ratio of 0.671. B. Riley Financial, Inc. common stock had a closing market value of $14.70 per share on the effective date of the merger. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 16:06 UTC | FBR & Co. FBRC · Entity 175537 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $14.40 | $0.00 |
DisclosureSEC source: 0001140361-17-016079 · doc1.xml · derivative · entry 3 Fishman Adam J · CIK 0001504216 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2018-04-27 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. F2 · derivative.exercise_date: The option became exercisable in full on April 27, 2017, which was the third anniversary of the date on which the option was granted. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 16:06 UTC | FBR & Co. FBRC · Entity 175537 | Tax withholdingCommon Stock | 22,077 | $17.85 | $394,074.45 |
DisclosureSEC source: 0001140361-17-016079 · doc1.xml · nonDerivative · entry 2 Fishman Adam J · CIK 0001504216 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,224 Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 16:06 UTC | FBR & Co. FBRC · Entity 175537 | Exercise / conversionCommon Stock | 25,000 | $14.40 | $360,000.00 |
DisclosureSEC source: 0001140361-17-016079 · doc1.xml · nonDerivative · entry 1 Fishman Adam J · CIK 0001504216 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,301 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 · balance_after: This includes a non-discretionary reallocation of 194 RSUs made on April 3, 2017 to the Reporting Person pursuant to the Issuer's 2016 Retention and Incentive Plan under the 2006 Long Term Incentive Plan. Read SEC document |
| March 08, 2017 Filed Mar 9, 2017 16:07 UTC | FBR & Co. FBRC · Entity 175537 | GrantCommon Stock | 28,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-011198 · doc1.xml · nonDerivative · entry 1 Fishman Adam J · CIK 0001504216 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,107 F1 · shares: Represents 14,245 restricted stock units (RSUs) awarded to the reporting person, in accordance with the issuer's One-Year Retention and Incentive Plan under its 2006 Long Term Incentive Plan, and 14,245 RSUs awarded to the reporting person in accordance with the issuer's Two-Year Retention and Incentive Plan under its under its 2006 Long Term Incentive Plan. The RSUs will lapse on the one-year and two-year anniversary after the date of the grant, respectively. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 16:14 UTC | FBR & Co. FBRC · Entity 175537 | Tax withholdingCommon Stock | 8,211 | $14.90 | $122,343.90 |
DisclosureSEC source: 0001140361-17-004875 · doc1.xml · nonDerivative · entry 1 Fishman Adam J · CIK 0001504216 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,617 F1 · shares: Represents shares of the Issuer's common stock withheld to satisfy tax withholding obligations in connection with the delivery of commons tock underlying the vesting of previously awarded restricted stock units (RSUs). F2 · balance_after: Includes 1,256 shares of the issuer's common stock purchased on June 30, 2016 at a price of $12.793 per share under the issuer's Employee Stock Purchase Plan. F3 · balance_after: This includes a non-discretionary reallocation of 222 RSUs made on July 1, 2016, 60 RSUs made on October 3, 2016 and 518 RSUs made on January 3, 2017 to the Reporting Person pursuant to the Issuer's 2016 Retention and Incentive Plan under the 2006 Long Term Incentive Plan. 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.