Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Appreciate Holdings, Inc.SFR · Entity 108242 | Director | November 29, 2022 | December 09, 2022 |
| MusclePharm CorpMSLP · Entity 125097 | Director | July 01, 2019 | September 16, 2019 |
| STEM, INC.STEM · Entity 7172 | Chief Financial Officer | May 28, 2024 | May 28, 2024 |
| TOWERSTREAM CORPTWER · Entity 166016 | Director | June 01, 2018 | June 05, 2018 |
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.
Appreciate Holdings, Inc.
Report date November 29, 2022 · Filed December 09, 2022
This filing explicitly reported no securities owned.
MusclePharm Corp
Report date July 01, 2019 · Filed September 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 492,181 |
Reported balance
After 2019-07-01 transaction · row 1
1 source rowRow 1 · 2019-07-01 · Grant · Acquired 238,095 · Balance 492,181 F1: Consists of restricted stock issued pursuant to the company's 2017 Director Compensation Plan and vesting in four equal installments each quarter over the next year. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock issued pursuant to the company's 2017 Director Compensation Plan and vesting in four equal installments each quarter over the next year.
STEM, INC.
Report date May 28, 2024 · Filed May 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 573,380 |
Reported balance
After 2024-05-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-28 · Grant · Acquired 125,000 · Balance 573,380 F1: The RSU award vests in three annual installments (33% / 33% / 34%) beginning on March 7, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The RSU award vests in three annual installments (33% / 33% / 34%) beginning on March 7, 2025.
TOWERSTREAM CORP
Report date June 01, 2018 · Filed June 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.40 · Expires 2028-05-31 | Direct | 1,584 |
Reported balance
After 2018-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-06-01 · Grant · Acquired 34 · Balance 1,584 F1: Options granted under the registrant's 2008 Non-Employee Directors Compensation Plan. The options vest monthly over a one year period commencing on the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Options granted under the registrant's 2008 Non-Employee Directors Compensation Plan. The options vest monthly over a one year period commencing on the grant date.
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 |
|---|---|---|---|---|---|---|
| July 02, 2021 Filed Jul 6, 2021 19:44 UTC | STEM, INC. STEM · Entity 7172 | GrantRestricted Stock Unit · Derivative | 15,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001758766-21-000126 · wf-form4_162561506466503.xml · derivative · entry 2 BUSH WILLIAM JOHN · CIK 0001241516 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,785 Underlying: Common Stock, Par Value $0.0001 Per Share · 15,785 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") award represents the contingent right to receive one (1) share of common stock. F3 · derivative.exercise_date: The RSU award vests ratably over four years beginning April 28, 2021. F3 · derivative.expiration_date: The RSU award vests ratably over four years beginning April 28, 2021. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 19:44 UTC | STEM, INC. STEM · Entity 7172 | GrantRestricted Stock Unit · Derivative | 65,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001758766-21-000126 · wf-form4_162561506466503.xml · derivative · entry 1 BUSH WILLIAM JOHN · CIK 0001241516 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common Stock, Par Value $0.0001 Per Share · 65,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") award represents the contingent right to receive one (1) share of common stock. F2 · derivative.exercise_date: The RSU award vests 100% on April 28, 2024. F2 · derivative.expiration_date: The RSU award vests 100% on April 28, 2024. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 14:02 UTC | STEM, INC. STEM · Entity 7172 | GrantStock Option (Right to Buy) · Derivative | 39,463 | $0.00 Strike: $25.34 | $0.00 |
DisclosureSEC source: 0001758766-21-000082 · wf-form4_162265691888497.xml · derivative · entry 1 BUSH WILLIAM JOHN · CIK 0001241516 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005,611 Underlying: Common Stock · 39,463 shares Expires 2031-05-27 F1 · derivative.exercise_date: The option becomes exercisable in four equal annual installments beginning on May 28, 2021. Read SEC document |
| July 01, 2019 Filed Sep 16, 2019 17:26 UTC | MusclePharm Corp MSLP · Entity 125097 | GrantCommon Stock | 238,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-010783 · section16.xml · nonDerivative · entry 1 BUSH WILLIAM JOHN · CIK 0001241516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,181 F1 · shares: Consists of restricted stock issued pursuant to the company's 2017 Director Compensation Plan and vesting in four equal installments each quarter over the next year. Read SEC document |
| July 01, 2018 Filed Aug 24, 2018 15:58 UTC | MusclePharm Corp MSLP · Entity 125097 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-009562 · section16.xml · nonDerivative · entry 1 BUSH WILLIAM JOHN · CIK 0001241516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,086 F1 · shares: Consists of restricted stock issued pursuant to the company's 2017 Director Compensation Plan and vesting in four equal installments each quarter over the next year. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 17:14 UTC | TOWERSTREAM CORP TWER · Entity 166016 | GrantStock Option · Derivative | 34 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001437749-18-011294 · rdgdoc.xml · derivative · entry 1 BUSH WILLIAM JOHN · CIK 0001241516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,584 Underlying: Common Stock · 34 shares Expires 2028-05-31 F1 · derivative.exercise_date: Options granted under the registrant's 2008 Non-Employee Directors Compensation Plan. The options vest monthly over a one year period commencing on the grant date. Read SEC document |
| July 24, 2017 Filed Sep 22, 2017 17:07 UTC | MusclePharm Corp MSLP · Entity 125097 | GrantCommon Stock | 53,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-049287 · v475697_4.xml · nonDerivative · entry 2 BUSH WILLIAM JOHN · CIK 0001241516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,086 F2 · shares: Consists of restricted stock issued pursuant to the company's 2015 Incentive Compensation Plan and vesting in four equal installments each quarter over the next year. Read SEC document |
| June 01, 2017 Filed Jul 20, 2017 16:17 UTC | TOWERSTREAM CORP TWER · Entity 166016 | GrantStock Option · Derivative | 2,500 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0001437749-17-012872 · rdgdoc.xml · derivative · entry 1 BUSH WILLIAM JOHN · CIK 0001241516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,833 Underlying: Common Stock · 2,500 shares Expires 2027-05-31 F1 · derivative.exercise_price: Options granted under the registrant's 2008 Non-Employee Directors Compensation Plan. The options vest monthly over a one year period commencing on the grant date. F1 · derivative.exercise_date: Options granted under the registrant's 2008 Non-Employee Directors Compensation Plan. The options vest monthly over a one year period commencing on the grant date. Read SEC document |
| April 21, 2017 Filed Sep 22, 2017 17:07 UTC | MusclePharm Corp MSLP · Entity 125097 | GrantCommon Stock | 10,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-049287 · v475697_4.xml · nonDerivative · entry 1 BUSH WILLIAM JOHN · CIK 0001241516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,610 F1 · shares: Consists of restricted stock issued pursuant to the company's 2015 Incentive Compensation Plan and vested immediately. 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.