Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLADSTONE CAPITAL CORPGLAD · Entity 5542 | Director | November 27, 2017 | November 28, 2017 |
| GLADSTONE INVESTMENT CORPORATIONDEGAIN · Entity 8917 | Director | February 06, 2023 | February 07, 2023 |
| GLADSTONE LAND CorpLAND · Entity 5623 | Director | February 23, 2018 | February 23, 2018 |
| Gladstone Alternative Income FundGAIAX · Entity 41030 | Trustee | November 06, 2024 | November 06, 2024 |
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.
GLADSTONE CAPITAL CORP
Report date November 27, 2017 · Filed November 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,517 |
Reported balance
After 2017-11-27 transaction · row 1
1 source rowRow 1 · 2017-11-27 · Purchase · Acquired 6,134 · Balance 13,517 |
GLADSTONE INVESTMENT CORPORATIONDE
Report date February 06, 2023 · Filed February 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,153.54 |
Reported balance
After 2023-02-06 transaction · row 1
1 source rowRow 1 · 2023-02-06 · Purchase · Acquired 3,661 · Balance 26,153.54 |
GLADSTONE LAND Corp
Report date February 23, 2018 · Filed February 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,791 |
Reported balance
After 2018-02-23 transaction · row 1
1 source rowRow 1 · 2018-02-23 · Purchase · Acquired 4,700 · Balance 9,791 |
Gladstone Alternative Income Fund
Report date November 06, 2024 · Filed November 06, 2024
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Global System Dynamics, Inc.
Report date October 12, 2022 · Filed October 12, 2022
Section 16 reporting ended · disclosed 2022-10-12. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Qorvo, Inc.
Report date August 09, 2021 · Filed August 11, 2021
Section 16 reporting ended · disclosed 2021-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,807 |
Reported balance
After 2021-08-09 transaction · row 1
1 source rowRow 1 · 2021-08-09 · Sale · Disposed 2,935 · Balance 22,807 |
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 |
|---|---|---|---|---|---|---|
| February 06, 2023 Filed Feb 7, 2023 16:04 UTC | GLADSTONE INVESTMENT CORPORATIONDE GAIN · Entity 8917 | PurchaseCommon Stock | 3,661 | $13.96 | $51,107.56 |
DisclosureSEC source: 0001062993-23-002349 · form4.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,153.54 Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 16:09 UTC | Qorvo, Inc. QRVO · Entity 541 | SaleCommon Stock | 2,935 | $194.33 | $570,358.55 |
DisclosureSEC source: 0001567619-21-015060 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,807 Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 19:54 UTC | Qorvo, Inc. QRVO · Entity 541 | SaleCommon Stock | 2,347 | $133.80 | $314,028.60 |
DisclosureSEC source: 0001567619-20-014538 · doc1.xml · nonDerivative · entry 2 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,742 Read SEC document |
| August 05, 2020 Filed Aug 7, 2020 19:54 UTC | Qorvo, Inc. QRVO · Entity 541 | GrantCommon Stock | 1,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-014538 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,089 Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 16:28 UTC | Qorvo, Inc. QRVO · Entity 541 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-022269 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,565 Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 17:00 UTC | Qorvo, Inc. QRVO · Entity 541 | SaleCommon Stock | 2,762 | $101.71 | $280,923.02 |
DisclosureSEC source: 0001567619-19-020837 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,565 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.69 to $101.74, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 16:25 UTC | Qorvo, Inc. QRVO · Entity 541 | SaleCommon Stock | 3,000 | $74.25 | $222,750.00 |
DisclosureSEC source: 0001567619-19-017523 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,327 Read SEC document |
| August 06, 2019 Filed Aug 7, 2019 18:38 UTC | Qorvo, Inc. QRVO · Entity 541 | GrantCommon Stock | 2,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-015990 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,327 Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 16:28 UTC | Qorvo, Inc. QRVO · Entity 541 | GrantCommon Stock | 2,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-000135 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,392 Read SEC document |
| May 24, 2018 Filed May 25, 2018 16:58 UTC | Qorvo, Inc. QRVO · Entity 541 | SaleCommon Stock | 9,510 | $81.09 | $771,165.90 |
DisclosureSEC source: 0001140361-18-025757 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,045 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.00 to $81.88, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 23, 2018 Filed Feb 23, 2018 16:31 UTC | GLADSTONE LAND Corp LAND · Entity 5623 | PurchaseCommon Stock | 4,700 | $12.58 | $59,137.28 |
DisclosureSEC source: 0001475246-18-000023 · edgar.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,791 Read SEC document |
| November 28, 2017 Filed Nov 29, 2017 11:29 UTC | GLADSTONE INVESTMENT CORPORATIONDE GAIN · Entity 8917 | PurchaseCommon Stock | 5,730 | $10.84 | $62,113.20 |
DisclosureSEC source: 0001475246-17-000017 · edgar.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,416 Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 19:36 UTC | GLADSTONE CAPITAL CORP GLAD · Entity 5542 | PurchaseCommon Stock | 6,134 | $9.79 | $60,029.16 |
DisclosureSEC source: 0001475246-17-000016 · edgar.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,517 Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 16:58 UTC | Qorvo, Inc. QRVO · Entity 541 | Exercise / conversionStock option (right to buy) · Derivative | 15,925 | $0.00 Strike: $13.44 | $0.00 |
DisclosureSEC source: 0001140361-17-043991 · doc1.xml · derivative · entry 3 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,925 shares Expires 2018-08-06 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. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 16:58 UTC | Qorvo, Inc. QRVO · Entity 541 | SaleCommon Stock | 15,925 | $80.02 | $1,274,318.50 |
DisclosureSEC source: 0001140361-17-043991 · doc1.xml · nonDerivative · entry 2 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,555 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.12, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 16:58 UTC | Qorvo, Inc. QRVO · Entity 541 | Exercise / conversionCommon Stock | 15,925 | $13.44 | $214,032.00 |
DisclosureSEC source: 0001140361-17-043991 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,480 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. Read SEC document |
| August 08, 2017 Filed Aug 9, 2017 17:06 UTC | Qorvo, Inc. QRVO · Entity 541 | GrantCommon Stock | 2,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-030898 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,555 Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:52 UTC | Qorvo, Inc. QRVO · Entity 541 | SaleCommon Stock | 9,250 | $71.83 | $664,427.50 |
DisclosureSEC source: 0001140361-17-021194 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,793 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.83 to $71.84, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 16:23 UTC | Qorvo, Inc. QRVO · Entity 541 | Exercise / conversionStock option (right to buy) · Derivative | 6,250 | $0.00 Strike: $23.48 | $0.00 |
DisclosureSEC source: 0001140361-17-004888 · doc1.xml · derivative · entry 2 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,250 shares Expires 2017-08-16 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 · shares: The reporting person engaged in an exercise and hold transaction with respect to these shares. On a future date, the reporting person will sell the equivalent number of common shares received upon this exercise. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 16:23 UTC | Qorvo, Inc. QRVO · Entity 541 | Exercise / conversionCommon Stock | 6,250 | $23.48 | $146,750.00 |
DisclosureSEC source: 0001140361-17-004888 · doc1.xml · nonDerivative · entry 1 WILKINSON WALTER H · CIK 0001222437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,043 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. 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.