Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Genie Energy Ltd.GNE · Entity 5653 | Director | September 12, 2024 | September 16, 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.
Genie Energy Ltd.
Report date September 12, 2024 · Filed September 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common Stock, par value $.01 per shareSEC Table I · non-derivative | IndirectBy The Carmen and Jim Courter Foundation, Inc. | 0 |
Reported balance
After 2024-09-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-09-12 · Sale · Disposed 3,675 · Balance 0 |
| Class B Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 304,411 |
Reported balance
Holding disclosure · report date 2024-09-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 304,411 |
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 12, 2024 Filed Sep 16, 2024 16:58 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 3,675 | $17.19 | $63,173.25 |
DisclosureSEC source: 0000950170-24-106889 · ownership.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Carmen and Jim Courter Foundation, Inc. Disclosed balance after: 0 Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 13:09 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 12,725 | $24.45 | $311,126.25 |
DisclosureSEC source: 0001209191-23-056860 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,632 Read SEC document |
| November 21, 2023 Filed Nov 22, 2023 17:14 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 13,558 | $24.64 | $334,126.06 |
DisclosureSEC source: 0001209191-23-056512 · doc4.xml · nonDerivative · entry 2 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,357 Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 17:14 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 13,717 | $24.55 | $336,757.84 |
DisclosureSEC source: 0001209191-23-056512 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,915 Read SEC document |
| August 08, 2019 Filed Aug 8, 2019 16:45 UTC | Genie Energy Ltd. GNE · Entity 5653 | PurchaseClass B Common Stock, par value $.01 per share | 30,000 | $7.02 | $210,723.00 |
DisclosureSEC source: 0001209191-19-045131 · doc4.xml · nonDerivative · entry 2 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,632 Read SEC document |
| August 07, 2019 Filed Aug 8, 2019 16:45 UTC | Genie Energy Ltd. GNE · Entity 5653 | PurchaseClass B Common Stock, par value $.01 per share | 26,649 | $7.00 | $186,412.42 |
DisclosureSEC source: 0001209191-19-045131 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,632 Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 15:04 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.24 | $26,200.00 |
DisclosureSEC source: 0001209191-17-060572 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| October 30, 2017 Filed Oct 30, 2017 17:00 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.62 | $28,100.00 |
DisclosureSEC source: 0001209191-17-058341 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:44 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $6.53 | $32,650.00 |
DisclosureSEC source: 0001209191-17-056855 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 14:37 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $6.71 | $33,550.00 |
DisclosureSEC source: 0001209191-17-054391 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| September 12, 2017 Filed Sep 13, 2017 12:04 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $6.03 | $30,150.00 |
DisclosureSEC source: 0001209191-17-052544 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| August 31, 2017 Filed Aug 31, 2017 16:57 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $6.18 | $30,900.00 |
DisclosureSEC source: 0001209191-17-050910 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 12:57 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.95 | $29,750.00 |
DisclosureSEC source: 0001209191-17-049127 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| July 27, 2017 Filed Jul 28, 2017 12:17 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $6.70 | $33,500.00 |
DisclosureSEC source: 0001209191-17-046518 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 10:29 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $6.67 | $33,325.50 |
DisclosureSEC source: 0001209191-17-044836 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| June 27, 2017 Filed Jun 28, 2017 14:09 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $7.57 | $37,850.00 |
DisclosureSEC source: 0001209191-17-042084 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 12:24 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $7.76 | $38,787.50 |
DisclosureSEC source: 0001209191-17-038735 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| May 23, 2017 Filed May 24, 2017 12:44 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $7.68 | $38,383.00 |
DisclosureSEC source: 0001209191-17-034839 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| May 12, 2017 Filed May 15, 2017 12:06 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $7.36 | $36,800.00 |
DisclosureSEC source: 0001209191-17-032253 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| April 24, 2017 Filed Apr 24, 2017 16:53 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $8.04 | $40,200.00 |
DisclosureSEC source: 0001209191-17-027992 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 16:44 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $7.27 | $36,350.00 |
DisclosureSEC source: 0001209191-17-026876 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 11:03 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.72 | $28,600.00 |
DisclosureSEC source: 0001209191-17-022893 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| March 06, 2017 Filed Mar 6, 2017 16:56 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.32 | $26,600.00 |
DisclosureSEC source: 0001209191-17-018385 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| February 22, 2017 Filed Feb 22, 2017 16:33 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.61 | $28,050.00 |
DisclosureSEC source: 0001209191-17-013287 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 12:45 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.55 | $27,750.00 |
DisclosureSEC source: 0001209191-17-009407 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 16:00 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.77 | $28,850.00 |
DisclosureSEC source: 0001209191-17-005707 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 16:00 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.78 | $28,900.00 |
DisclosureSEC source: 0001209191-17-003341 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| December 29, 2016 Filed Dec 29, 2016 16:52 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.71 | $28,550.00 |
DisclosureSEC source: 0001209191-16-157022 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 15:16 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.81 | $29,050.00 |
DisclosureSEC source: 0001209191-16-154870 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 10:13 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.99 | $29,950.00 |
DisclosureSEC source: 0001209191-16-152578 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 14:50 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $6.11 | $30,550.00 |
DisclosureSEC source: 0001209191-16-150458 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 11:45 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.19 | $25,950.00 |
DisclosureSEC source: 0001209191-16-148087 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 16:54 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, par value $.01 per share | 5,000 | $5.55 | $27,750.00 |
DisclosureSEC source: 0001209191-16-146372 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 14:27 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, $.01 par value per share | 5,000 | $5.84 | $29,200.00 |
DisclosureSEC source: 0001209191-16-143988 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 15:11 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, $.01 par value per share | 5,000 | $6.03 | $30,137.50 |
DisclosureSEC source: 0001209191-16-142427 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 15:45 UTC | Genie Energy Ltd. GNE · Entity 5653 | SaleClass B Common Stock, $.01 par value per share | 5,000 | $6.21 | $31,050.00 |
DisclosureSEC source: 0001209191-16-140548 · doc4.xml · nonDerivative · entry 1 COURTER JAMES A · CIK 0001228152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,983 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2016. 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.