Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bridger Aerospace Group Holdings, Inc.BAER · Entity 277 | 10% owner | January 24, 2025 | January 27, 2025 |
| Tallgrass Energy, LPTGE · Entity 15842 | President | December 03, 2019 | December 09, 2019 |
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.
Bridger Aerospace Group Holdings, Inc.
Report date January 24, 2025 · Filed January 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 1,127,052 |
Reported balance
After 2025-01-24 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2025-01-24 · Gift · Disposed 4,600,000 · Balance 1,127,052 F1: Gifts of securities by the Reporting Person to irrevocable trusts, each with an independent trustee, for the benefit of the Reporting Person's family. F2: These shares are held directly by Red Cloud Holding Investments, LLC, which is managed by the Reporting Person. This includes 9,518 shares distributed to Red Cloud Holding Investments, LLC pursuant to a distribution exempt from Section 16 reporting requirements pursuant to Ruel 16a-13. F4: The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Act"), except to the extent of the Reporting Person's pecuniary interest therein, if any, and the filing of this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 1,097,589 |
Reported balance
Holding disclosure · report date 2025-01-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,097,589 F3: These shares are held directly by Matthew P. Sheehy Revocable Trust, of which the Reporting Person is the sole trustee. This includes 951,781 shares distributed to Matthew P. Sheehy Revocable Trust pursuant to a distribution exempt from Section 16 reporting requirements pursuant to Ruel 16a-13. F4: The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Act"), except to the extent of the Reporting Person's pecuniary interest therein, if any, and the filing of this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Act or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Gifts of securities by the Reporting Person to irrevocable trusts, each with an independent trustee, for the benefit of the Reporting Person's family.
F2: These shares are held directly by Red Cloud Holding Investments, LLC, which is managed by the Reporting Person. This includes 9,518 shares distributed to Red Cloud Holding Investments, LLC pursuant to a distribution exempt from Section 16 reporting requirements pursuant to Ruel 16a-13.
F3: These shares are held directly by Matthew P. Sheehy Revocable Trust, of which the Reporting Person is the sole trustee. This includes 951,781 shares distributed to Matthew P. Sheehy Revocable Trust pursuant to a distribution exempt from Section 16 reporting requirements pursuant to Ruel 16a-13.
F4: The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Act"), except to the extent of the Reporting Person's pecuniary interest therein, if any, and the filing of this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Act or for any other purpose.
Tallgrass Energy, LP
Report date December 03, 2019 · Filed December 09, 2019
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| January 24, 2025 Filed Jan 27, 2025 16:01 UTC | Bridger Aerospace Group Holdings, Inc. BAER · Entity 277 | GiftCommon Stock | 4,600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-000548 · ownership.xml · nonDerivative · entry 1 Sheehy Matthew · CIK 0001663930 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 1,127,052 F1 · shares: Gifts of securities by the Reporting Person to irrevocable trusts, each with an independent trustee, for the benefit of the Reporting Person's family. F2 · ownership.nature: These shares are held directly by Red Cloud Holding Investments, LLC, which is managed by the Reporting Person. This includes 9,518 shares distributed to Red Cloud Holding Investments, LLC pursuant to a distribution exempt from Section 16 reporting requirements pursuant to Ruel 16a-13. F4 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Act"), except to the extent of the Reporting Person's pecuniary interest therein, if any, and the filing of this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Act or for any other purpose. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 17:11 UTC | Bridger Aerospace Group Holdings, Inc. BAER · Entity 277 | GiftCommon Stock | 540,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-005914 · ownership.xml · nonDerivative · entry 2 Sheehy Matthew · CIK 0001663930 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 155,327 F1 · shares: Gifts of securities by the Reporting Person to irrevocable trusts, each with an independent trustee, for the benefit of the Reporting Person's family. F3 · ownership.nature: These shares are held directly by Matthew P. Sheehy Revocable Trust, of which the Reporting Person is the sole trustee. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Act"), except to the extent of the Reporting Person's pecuniary interest therein, if any, and the filing of this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Act or for any other purpose. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 17:11 UTC | Bridger Aerospace Group Holdings, Inc. BAER · Entity 277 | GiftCommon Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-005914 · ownership.xml · nonDerivative · entry 1 Sheehy Matthew · CIK 0001663930 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 5,717,534 F1 · shares: Gifts of securities by the Reporting Person to irrevocable trusts, each with an independent trustee, for the benefit of the Reporting Person's family. F2 · ownership.nature: These shares are held directly by Red Cloud Holding Investments, LLC, which is managed by the Reporting Person. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Act"), except to the extent of the Reporting Person's pecuniary interest therein, if any, and the filing of this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Act or for any other purpose. Read SEC document |
| April 17, 2024 Filed Apr 19, 2024 20:21 UTC | Bridger Aerospace Group Holdings, Inc. BAER · Entity 277 | GrantCommon Stock | 202,020 | $4.95 | $999,999.00 |
DisclosureSEC source: 0001683168-24-002551 · ownership.xml · nonDerivative · entry 1 Sheehy Matthew · CIK 0001663930 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 7,717,534 F1 · shares: The common shares reported on this Form 4 were purchased directly from the Issuer in a registered direct offering (the "RDO") at a price of $4.95, for an aggregate purchase price of $999,999.00 pursuant to a Securities Purchase Agreement (the "SPA") dated April 15, 2024. F2 · ownership.nature: These shares are held directly by Red Cloud Holding Investments, LLC, which is managed by the Reporting Person. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Act"), except to the extent of the Reporting Person's pecuniary interest therein, if any, and the filing of this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Act or for any other purpose. Read SEC document |
| May 24, 2023 Filed May 25, 2023 19:30 UTC | Bridger Aerospace Group Holdings, Inc. BAER · Entity 277 | GrantCommon Stock | 129,571 | $5.34 | $691,909.14 |
DisclosureSEC source: 0001140361-23-026752 · form4.xml · nonDerivative · entry 1 Sheehy Matthew · CIK 0001663930 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 7,515,514 F1 · shares: These shares of common stock were issued under the Bridger Aerospace Group Holdings, Inc. 2023 Omnibus Incentive Plan. F2 · ownership.nature: These shares are held directly by Red Cloud Holding Investments, LLC, which is managed by the Reporting Person. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Act"), except to the extent of the Reporting Person's pecuniary interest therein, if any, and the filing of this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Act or for any other purpose. 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.