Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlas Financial Holdings, Inc.AFH · Entity 94046 | Director | January 07, 2019 | January 08, 2019 |
| Limbach Holdings, Inc.LMB · Entity 5430 | Director | January 01, 2025 | January 03, 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.
Atlas Financial Holdings, Inc.
Report date January 07, 2019 · Filed January 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Common Stock UnitsSEC Table I · non-derivative | Direct | 3,810 |
Reported balance
After 2019-01-07 transaction · row 1
1 source rowRow 1 · 2019-01-07 · Grant · Acquired 3,810 · Balance 3,810 F1: Pursuant to Grant. Cost basis zero. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to Grant. Cost basis zero.
Limbach Holdings, Inc.
Report date January 01, 2025 · Filed January 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,696 |
Reported balance
After 2025-01-01 transaction · row 1
1 source rowRow 1 · 2025-01-01 · Exercise / conversion · Acquired 1,914 · Balance 43,696 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-01-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-01-01 · Exercise / conversion · Disposed 1,914 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Limbach Holdings, Inc. (the "Company") common stock, exempt under Rule 16b-3. F4: This award of RSUs was granted on January 1, 2024. The RSUs cliff vested on January 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 956 |
Reported balance
After 2025-01-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-01-01 · Grant · Acquired 956 · Balance 956 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Limbach Holdings, Inc. (the "Company") common stock, exempt under Rule 16b-3. F5: This award of RSUs was granted on January 1, 2025. The RSUs are scheduled to cliff vest on January 1, 2026. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 98,757 |
Reported balance
Holding disclosure · report date 2025-01-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 98,757 F1: Represents securities held by FEA Pratt Family holdings LLC. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 227,341 |
Reported balance
Holding disclosure · report date 2025-01-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 227,341 F2: Represents securities held by Fund Management Group LLC, of which the reporting person is the managing member and controlling equity holder. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents securities held by FEA Pratt Family holdings LLC. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F2: Represents securities held by Fund Management Group LLC, of which the reporting person is the managing member and controlling equity holder. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Limbach Holdings, Inc. (the "Company") common stock, exempt under Rule 16b-3.
F4: This award of RSUs was granted on January 1, 2024. The RSUs cliff vested on January 1, 2025.
F5: This award of RSUs was granted on January 1, 2025. The RSUs are scheduled to cliff vest on January 1, 2026.
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 01, 2018 Filed Jun 1, 2018 22:53 UTC | Limbach Holdings, Inc. LMB · Entity 5430 | Exercise / conversionCommon Stock | 1,066 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-18-032498 · tv495733_form4.xml · nonDerivative · entry 1 PRATT GORDON G · CIK 0001409889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Limbach Holdings, Inc. (the "Company") common stock, exempt under Rule 16b-3. Read SEC document |
| December 29, 2016 Filed Jan 6, 2017 18:17 UTC | Atlas Financial Holdings, Inc. AFH · Entity 94046 | GiftCommon Shares | 5,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001544890-17-000001 · primary_doc.xml · nonDerivative · entry 1 PRATT GORDON G · CIK 0001409889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Excludes 375,850 shares held indirectly by Fund Management Group, LLC ("FMG"), which were previously held indirectly by Atlas Investors, LLC. 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.