Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPAR Group, Inc.SGRP · Entity 7681 | Global Chief Operating Officer | August 12, 2024 | August 13, 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.
SPAR Group, Inc.
Report date August 12, 2024 · Filed August 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par valueSEC Table I · non-derivative | Direct | 33,222 |
Reported balance
After 2024-08-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-08-12 · Exercise / conversion · Acquired 5,421 · Balance 33,222 F1: On August 12, 2021, the Reporting Person received an award for Restricted Stock Units (RSUs) for $45,000 of shares of SGRP's Common Stock having a value of its market price of $1.81 per share on the day awarded, which equals 24,862 shares of SGRP's Common Stock (the "2021 RSUs"). The 2021 RSUs are scheduled to vest and will be payable in cash or Common Stock (at the option of the Issuer) over a three (3) year period following the date of grant annually in three (3) annual installments of 8,287 each starting on the first anniversary of the 2021 RSU grant date, subject to certain conditions, but no exercise price or other payment for such shares is required. F3: On August 12, 2024: having satisfied the applicable conditions (including the Reporting Person's continued employment by the Issuer at such time), 8,287 of the 2021 RSUs automatically vested and automatically converted and became payable either (at the option of the Issuer) in cash or Common Stock issued directly from the Issuer, but no exercise price or other payment for such shares was required (other than tax withholdings); and the Issuer elected in a letter to issue Common Stock in satisfaction of the vesting of those 2021 RSUs, giving rise to the Reporting Person's right to receive such Common Stock. Although the Reporting Person was entitled to receive 8,287 shares of the Issuer's Common Stock upon such vesting, the Reporting Person elected to satisfy her tax withholding obligations by using a portion of those shares, and accordingly only 5,421 shares of the Issuer's Common Stock were issued to the Reporting Person under those vested 2021 RSUs. F2: Not applicable. F4: There was no conversion price to be paid. F5: The 2021 RSUs were issued based on a value of $1.18 per share. See Footnote 1 above. F8: Beneficial ownership now includes an additional 1,880 SGRP Common Stock shares received by Reporting Person on April 6, 2021, transferred from her 401(k) account in a like kind rollover to her IRA account and not previously reported. |
| Restricted Stock Units, Based on Common Stock $.01 Par ValueSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-08-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-08-12 · Conversion · Disposed 8,287 · Balance 0 F1: On August 12, 2021, the Reporting Person received an award for Restricted Stock Units (RSUs) for $45,000 of shares of SGRP's Common Stock having a value of its market price of $1.81 per share on the day awarded, which equals 24,862 shares of SGRP's Common Stock (the "2021 RSUs"). The 2021 RSUs are scheduled to vest and will be payable in cash or Common Stock (at the option of the Issuer) over a three (3) year period following the date of grant annually in three (3) annual installments of 8,287 each starting on the first anniversary of the 2021 RSU grant date, subject to certain conditions, but no exercise price or other payment for such shares is required. F3: On August 12, 2024: having satisfied the applicable conditions (including the Reporting Person's continued employment by the Issuer at such time), 8,287 of the 2021 RSUs automatically vested and automatically converted and became payable either (at the option of the Issuer) in cash or Common Stock issued directly from the Issuer, but no exercise price or other payment for such shares was required (other than tax withholdings); and the Issuer elected in a letter to issue Common Stock in satisfaction of the vesting of those 2021 RSUs, giving rise to the Reporting Person's right to receive such Common Stock. Although the Reporting Person was entitled to receive 8,287 shares of the Issuer's Common Stock upon such vesting, the Reporting Person elected to satisfy her tax withholding obligations by using a portion of those shares, and accordingly only 5,421 shares of the Issuer's Common Stock were issued to the Reporting Person under those vested 2021 RSUs. F4: There was no conversion price to be paid. F5: The 2021 RSUs were issued based on a value of $1.18 per share. See Footnote 1 above. F6: On August 12, 2024, 0 of the 2021 RSUs remain unvested. See Footnote 1 above. F7: This "Number of Derivative Securities Beneficially Owned Following Reported Transaction(s)" applies only to the remaining unvested 2021 RSU shares. It does not include any shares of the Issuer's Common Stock that the Reporting Person may acquire through her exercise of her outstanding options, which have been previously reported. It also does not include any SGRP Common Stock shares beneficially owned by the Reporting Person, which are reported in Table I - Item 5 above. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 12, 2021, the Reporting Person received an award for Restricted Stock Units (RSUs) for $45,000 of shares of SGRP's Common Stock having a value of its market price of $1.81 per share on the day awarded, which equals 24,862 shares of SGRP's Common Stock (the "2021 RSUs"). The 2021 RSUs are scheduled to vest and will be payable in cash or Common Stock (at the option of the Issuer) over a three (3) year period following the date of grant annually in three (3) annual installments of 8,287 each starting on the first anniversary of the 2021 RSU grant date, subject to certain conditions, but no exercise price or other payment for such shares is required.
F2: Not applicable.
F3: On August 12, 2024: having satisfied the applicable conditions (including the Reporting Person's continued employment by the Issuer at such time), 8,287 of the 2021 RSUs automatically vested and automatically converted and became payable either (at the option of the Issuer) in cash or Common Stock issued directly from the Issuer, but no exercise price or other payment for such shares was required (other than tax withholdings); and the Issuer elected in a letter to issue Common Stock in satisfaction of the vesting of those 2021 RSUs, giving rise to the Reporting Person's right to receive such Common Stock. Although the Reporting Person was entitled to receive 8,287 shares of the Issuer's Common Stock upon such vesting, the Reporting Person elected to satisfy her tax withholding obligations by using a portion of those shares, and accordingly only 5,421 shares of the Issuer's Common Stock were issued to the Reporting Person under those vested 2021 RSUs.
F4: There was no conversion price to be paid.
F5: The 2021 RSUs were issued based on a value of $1.18 per share. See Footnote 1 above.
F6: On August 12, 2024, 0 of the 2021 RSUs remain unvested. See Footnote 1 above.
F7: This "Number of Derivative Securities Beneficially Owned Following Reported Transaction(s)" applies only to the remaining unvested 2021 RSU shares. It does not include any shares of the Issuer's Common Stock that the Reporting Person may acquire through her exercise of her outstanding options, which have been previously reported. It also does not include any SGRP Common Stock shares beneficially owned by the Reporting Person, which are reported in Table I - Item 5 above.
F8: Beneficial ownership now includes an additional 1,880 SGRP Common Stock shares received by Reporting Person on April 6, 2021, transferred from her 401(k) account in a like kind rollover to her IRA account and not previously reported.
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 |
|---|---|---|---|---|---|---|
| December 03, 2018 Filed Dec 6, 2018 19:34 UTC | SPAR Group, Inc. SGRP · Entity 7681 | SaleCommon Stock, $.01 par value | 700 | $0.77 | $539.00 |
DisclosureSEC source: 0001437749-18-021653 · rdgdoc.xml · nonDerivative · entry 1 BELZER KORI · CIK 0001282874 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,634 Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 20:05 UTC | SPAR Group, Inc. SGRP · Entity 7681 | Exercise / conversionOption to buy Common Stock · Derivative | 150,000 | $0.40 Strike: $0.40 | $60,000.00 |
DisclosureSEC source: 0001437749-18-016122 · rdgdoc.xml · derivative · entry 2 BELZER KORI · CIK 0001282874 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,450 Underlying: Common Stock, $.01 par value · 150,000 shares Expires 2019-08-06 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. F2 · shares: Reporting Person exercised options for 150,000 shares in a cashless exercise and received 71,310 shares. F2 · derivative.underlying_shares: Reporting Person exercised options for 150,000 shares in a cashless exercise and received 71,310 shares. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 20:05 UTC | SPAR Group, Inc. SGRP · Entity 7681 | Exercise / conversionCommon Stock, $.01 par value | 71,310 | $0.40 | $28,524.00 |
DisclosureSEC source: 0001437749-18-016122 · rdgdoc.xml · nonDerivative · entry 1 BELZER KORI · CIK 0001282874 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,334 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: Net shares issued after the cashless exercise of the options for 150,000 shares. Read SEC document |
| May 03, 2018 Filed Dec 11, 2019 19:53 UTC | SPAR Group, Inc. SGRP · Entity 7681 | GrantOption to buy Common Stock · Derivative | 20,000 | $1.23 Strike: $1.23 | $24,600.00 |
DisclosureSEC source: 0001437749-19-024205 · rdgdoc.xml · derivative · entry 1 BELZER KORI · CIK 0001282874 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,000 Underlying: Common Stock, $.01 par value · 20,000 shares Expires 2028-05-03 F1 · derivative.exercise_date: Vests as to 5,000 shares on each of May 3, 2019, 2020, 2021 and 2022, respectively. Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 20:30 UTC | SPAR Group, Inc. SGRP · Entity 7681 | SaleCommon Stock, $.01 par value | 4,125 | $1.30 | $5,362.50 |
DisclosureSEC source: 0001437749-18-000452 · rdgdoc.xml · nonDerivative · entry 1 BELZER KORI · CIK 0001282874 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,024 Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:41 UTC | SPAR Group, Inc. SGRP · Entity 7681 | GrantOptions to buy Common Stock · Derivative | 25,000 | $0.90 Strike: $0.90 | $22,500.00 |
DisclosureSEC source: 0001437749-17-009818 · rdgdoc.xml · derivative · entry 1 BELZER KORI · CIK 0001282874 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,140 Underlying: Common Stock, $.01 par value · 25,000 shares Expires 2027-05-17 F1 · derivative.exercise_date: Vests as to 6,250 shares on each May 17, 2018, 2019, 2020 and 2021, respectively. Read SEC document |
| August 11, 2016 Filed Apr 21, 2017 20:49 UTC | SPAR Group, Inc. SGRP · Entity 7681 | GrantOption to buy Common Stock · Derivative | 25,000 | $0.92 Strike: $0.92 | $23,000.00 |
DisclosureSEC source: 0001437749-17-006979 · rdgdoc.xml · derivative · entry 1 BELZER KORI · CIK 0001282874 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,140 Underlying: Common Stock, $.01 par value · 25,000 shares Expires 2026-08-11 F1 · derivative.exercise_date: Vests as to 6,250 shares on each of August 11, 2017, 2018, 2019 and 2020, respectively. 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.