Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nikola CorpNKLA · Entity 85360 | Director | April 25, 2024 | April 29, 2024 |
| RMR GROUP INC.NASDAQ:RMR · Entity 5848 | Exec. VP of The RMR Group LLC | September 19, 2022 | September 21, 2022 |
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.
Nikola Corp
Report date April 25, 2024 · Filed April 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 379,600 |
Reported balance
After 2024-04-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-25 · Grant · Acquired 333,000 · Balance 379,600 F1: Shares issuable upon settlement of a restricted stock unit award that vests on April 25, 2025, subject to continued service with the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon settlement of a restricted stock unit award that vests on April 25, 2025, subject to continued service with the Issuer through such date.
RMR GROUP INC.
Report date September 19, 2022 · Filed September 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 14,763 |
Reported balance
After 2022-09-19 transaction · row 1
1 source rowRow 1 · 2022-09-19 · Tax withholding · Disposed 769 · Balance 14,763 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AV Homes, Inc.
Report date October 01, 2018 · Filed October 02, 2018
Section 16 reporting ended · disclosed 2018-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-10-02 transaction · row 1
1 source rowRow 1 · 2018-10-02 · Disposition to issuer · Disposed 17,143 · Balance 0 F1: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,907 |
Reported balance
After 2018-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-10-01 · Grant · Acquired 586 · Balance 8,907 F2: The units convert to Common Stock of the issuer on a 1-for-1 basis. F4: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F3: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. |
| Stock UnitsSEC Table II · derivative / convertible security · Expires 2018-10-02 | Direct | 0 |
Reported balance
After 2018-10-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-10-02 · Disposition to issuer · Disposed 8,907 · Balance 0 F2: The units convert to Common Stock of the issuer on a 1-for-1 basis. F1: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F5: Fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc.
F2: The units convert to Common Stock of the issuer on a 1-for-1 basis.
F3: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer.
F4: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account.
F5: Fully vested.
TravelCenters of America Inc. /MD/
Report date May 12, 2023 · Filed May 15, 2023
Section 16 reporting ended · disclosed 2023-05-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-05-12 · Gift · Disposed 2,325 · Balance 308,574 F1: Mr. Pertchik donated 2,325 shares of Issuer common stock, par value $0.001 ("Company Stock") to a donor advised fund. No shares were sold by the reporting person. Row 2 · 2023-05-15 · Disposition to issuer · Disposed 308,574 · Balance 0 F2: On May 15, 2023, BP Products North America Inc. ("Parent") acquired all of the common shares of the Issuer pursuant to the terms of the Agreement and Plan of Merger, dated as of February 15, 2023 (the "Merger Agreement"), entered into by and among the Issuer, Parent and Bluestar RTM Inc., an indirect wholly-owned subsidiary of Parent ("Merger Subsidiary"). Pursuant to the Merger Agreement, Merger Subsidiary merged with and into the Issuer, with the Issuer surviving as an indirect wholly-owned subsidiary of Parent (the "Merger"). F3: Reflects that each share of Company Stock, that was outstanding immediately prior to the effective time of the Merger (the "Effective Time") was converted into the right to receive $86.00 in cash, without interest, subject to the terms and conditions of the merger agreement (the "Merger Consideration"). Immediately prior to the Merger, any shares of Company Stock granted subject to vesting or other lapse restrictions under any Company Stock Plan (as defined in the Merger Agreement) vested in full and became free of such restrictions as of the Effective Time and converted into the right to receive an amount in cash equal to the Merger Consideration, less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Pertchik donated 2,325 shares of Issuer common stock, par value $0.001 ("Company Stock") to a donor advised fund. No shares were sold by the reporting person.
F2: On May 15, 2023, BP Products North America Inc. ("Parent") acquired all of the common shares of the Issuer pursuant to the terms of the Agreement and Plan of Merger, dated as of February 15, 2023 (the "Merger Agreement"), entered into by and among the Issuer, Parent and Bluestar RTM Inc., an indirect wholly-owned subsidiary of Parent ("Merger Subsidiary"). Pursuant to the Merger Agreement, Merger Subsidiary merged with and into the Issuer, with the Issuer surviving as an indirect wholly-owned subsidiary of Parent (the "Merger").
F3: Reflects that each share of Company Stock, that was outstanding immediately prior to the effective time of the Merger (the "Effective Time") was converted into the right to receive $86.00 in cash, without interest, subject to the terms and conditions of the merger agreement (the "Merger Consideration"). Immediately prior to the Merger, any shares of Company Stock granted subject to vesting or other lapse restrictions under any Company Stock Plan (as defined in the Merger Agreement) vested in full and became free of such restrictions as of the Effective Time and converted into the right to receive an amount in cash equal to the Merger Consideration, less any applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| April 25, 2024 Filed Apr 29, 2024 20:53 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 333,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-24-000128 · wk-form4_1714438404.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 379,600 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on April 25, 2025, subject to continued service with the Issuer through such date. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:47 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 46,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-23-000326 · wk-form4_1702954059.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,600 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests on April 24, 2024, subject to continued service with the Issuer through such date. Read SEC document |
| May 15, 2023 Filed May 15, 2023 09:53 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | Disposition to issuerCommon Stock | 308,574 | $86.00 | $26,537,364.00 |
DisclosureSEC source: 0001104659-23-060373 · tm2315519-6_4seq1.xml · nonDerivative · entry 2 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: On May 15, 2023, BP Products North America Inc. ("Parent") acquired all of the common shares of the Issuer pursuant to the terms of the Agreement and Plan of Merger, dated as of February 15, 2023 (the "Merger Agreement"), entered into by and among the Issuer, Parent and Bluestar RTM Inc., an indirect wholly-owned subsidiary of Parent ("Merger Subsidiary"). Pursuant to the Merger Agreement, Merger Subsidiary merged with and into the Issuer, with the Issuer surviving as an indirect wholly-owned subsidiary of Parent (the "Merger"). F3 · price: Reflects that each share of Company Stock, that was outstanding immediately prior to the effective time of the Merger (the "Effective Time") was converted into the right to receive $86.00 in cash, without interest, subject to the terms and conditions of the merger agreement (the "Merger Consideration"). Immediately prior to the Merger, any shares of Company Stock granted subject to vesting or other lapse restrictions under any Company Stock Plan (as defined in the Merger Agreement) vested in full and became free of such restrictions as of the Effective Time and converted into the right to receive an amount in cash equal to the Merger Consideration, less any applicable withholding taxes. Read SEC document |
| May 12, 2023 Filed May 15, 2023 09:53 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GiftCommon Stock | 2,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-060373 · tm2315519-6_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,574 F1 · kind: Mr. Pertchik donated 2,325 shares of Issuer common stock, par value $0.001 ("Company Stock") to a donor advised fund. No shares were sold by the reporting person. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 16:08 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | Tax withholdingCommon Stock | 5,483 | $45.89 | $251,614.87 |
DisclosureSEC source: 0001104659-22-128230 · tm2233023-4_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,872 F1 · price: Represents payment of tax liability by withholding securities incident to the vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| December 12, 2022 Filed Dec 13, 2022 18:45 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-126725 · tm2232473-1_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,355 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 18:40 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 769 | $25.89 | $19,909.41 |
DisclosureSEC source: 0001104659-22-102034 · tm2226401-4_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,763 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 18:37 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-100924 · tm2225986-2_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,532 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. F2 · balance_after: The amount reflects a correction of 12 shares to the number of shares previously reported as beneficially owned due to an administrative error. Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 10:25 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-069963 · tm2218056-2_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,355 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 16:00 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | Tax withholdingCommon Stock | 2,645 | $48.64 | $128,652.80 |
DisclosureSEC source: 0001104659-21-151656 · tm2135858-1_4.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,355 F1 · price: Represents payment of tax liability by withholding securities incident to the vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 16:01 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-149545 · tm2135289-1_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 19:03 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 545 | $33.20 | $18,094.00 |
DisclosureSEC source: 0001104659-21-118421 · tm2128256-4_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,455 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 20, 2021 Filed Oct 12, 2021 18:35 UTC Amendment | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 480 | $33.20 | $15,936.00 |
DisclosureSEC source: 0001104659-21-125456 · tm2129813-4_4aseq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,520 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Due to an administrative error, the original Form 4 timely filed by the reporting person on September 22, 2021 incorrectly reported the number of shares disposed of as 545. The correct number of shares disposed of was 480. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 18:40 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-117040 · tm2127932-4_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| June 10, 2021 Filed Jun 10, 2021 17:59 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-079554 · tm2119217-2_4seq1.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 16:30 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-132449 · a4.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:34 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-107003 · a4.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| May 21, 2020 Filed May 22, 2020 10:01 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-065164 · a4.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| March 04, 2020 Filed Mar 5, 2020 16:09 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | PurchaseCommon Stock | 7,000 | $12.90 | $90,300.00 |
DisclosureSEC source: 0001378453-20-000030 · wf-form4_158344255060177.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 16:32 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Stock | 53,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378453-19-000083 · wf-form4_157653191955958.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 F1 · price: Transaction reported is grant of shares of common stock pursuant to issuer's equity compensation plan. Read SEC document |
| October 02, 2018 Filed Oct 2, 2018 17:07 UTC | AV Homes, Inc. AVHI · Entity 163192 | Disposition to issuerStock Units · Derivative | 8,907 | $21.50 | $191,500.50 |
DisclosureSEC source: 0001179110-18-011936 · edgar.xml · derivative · entry 3 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,907 shares Expires 2018-10-02 F2 · derivative.exercise_price: The units convert to Common Stock of the issuer on a 1-for-1 basis. F1 · kind: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F5 · derivative.exercise_date: Fully vested. Read SEC document |
| October 02, 2018 Filed Oct 2, 2018 17:07 UTC | AV Homes, Inc. AVHI · Entity 163192 | Disposition to issuerCommon Stock | 17,143 | $21.50 | $368,574.50 |
DisclosureSEC source: 0001179110-18-011936 · edgar.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 17:07 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 586 | $20.00 | $11,720.00 |
DisclosureSEC source: 0001179110-18-011936 · edgar.xml · derivative · entry 2 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,907 Underlying: Common Stock · 586 shares Expires not disclosed F2 · derivative.exercise_price: The units convert to Common Stock of the issuer on a 1-for-1 basis. F4 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F3 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F3 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:44 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 547 | $21.40 | $11,705.80 |
DisclosureSEC source: 0001179110-18-009488 · edgar.xml · derivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,321 Underlying: Common Stock · 547 shares Expires not disclosed F1 · derivative.exercise_price: The units convert to Common Stock of the Issuer on a 1-for-1 basis. F3 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F2 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F2 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 16:20 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantCommon Stock | 3,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007932 · edgar.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,143 F1 · shares: The units granted to the Reporting Person vest in full on the earlier of May 31, 2019 or the day immediately preceding the 2019 annual meeting of stockholders, provided that the Reporting Person is a member of the Issuer's board of directors on such date. Upon vesting each unit will be settled in one share of the Issuer's Common Stock. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 17:09 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 632 | $18.85 | $11,913.20 |
DisclosureSEC source: 0001179110-18-005416 · edgar.xml · derivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,774 Underlying: Common Stock · 632 shares Expires not disclosed F1 · derivative.exercise_price: The units convert to Common Stock of the issuer on a 1-for-1 basis. F3 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F2 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F2 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 16:19 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 704 | $16.65 | $11,721.60 |
DisclosureSEC source: 0001179110-18-000503 · edgar.xml · derivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,142 Underlying: Common Stock · 704 shares Expires not disclosed F1 · derivative.exercise_price: The units convert to Common Stock of the Issuer on a 1-for-1 basis. F3 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F2 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F2 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 17:52 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 683 | $17.15 | $11,713.45 |
DisclosureSEC source: 0001179110-17-013120 · edgar.xml · derivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,438 Underlying: Common Stock · 683 shares Expires not disclosed F1 · derivative.exercise_price: The units convert to Common Stock of the Issuer on a 1-for-1 basis. F3 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F2 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F2 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 17:33 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 584 | $20.05 | $11,709.20 |
DisclosureSEC source: 0001179110-17-010190 · edgar.xml · derivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,755 Underlying: Common Stock · 584 shares Expires not disclosed F1 · derivative.exercise_price: The units convert to Common Stock of the issuer on a 1-for-1 basis. F3 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F2 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F2 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 17:11 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantCommon Stock | 4,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008584 · edgar.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,328 F1 · shares: The units granted to the Reporting Person vest in full on the earlier of June 1, 2018 or the day immediately preceding the 2018 annual meeting of stockholders, provided that the Reporting Person is a member of the Issuer's board of directors on such date. Upon vesting each unit will be settled in one share of the Issuer's Common Stock. Read SEC document |
| May 25, 2017 Filed May 30, 2017 16:07 UTC | AV Homes, Inc. AVHI · Entity 163192 | Exercise / conversionRestricted Stock Units · Derivative | 3,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008180 · edgar.xml · derivative · entry 2 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,673 shares Expires 2017-05-25 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 · derivative.exercise_price: The units convert to Common Stock of the issuer on a 1-for-1 basis. Read SEC document |
| May 25, 2017 Filed May 30, 2017 16:07 UTC | AV Homes, Inc. AVHI · Entity 163192 | Exercise / conversionCommon Stock | 3,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008180 · edgar.xml · nonDerivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,007 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: Shares received in settlement of restricted stock units in a transaction exempt pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934. F2 · price: The units convert to Common Stock of the issuer on a 1-for-1 basis. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 16:09 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 712 | $16.45 | $11,712.40 |
DisclosureSEC source: 0001179110-17-005535 · edgar.xml · derivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,171 Underlying: Common Stock · 712 shares Expires not disclosed F1 · derivative.exercise_price: The units convert to Common Stock of the issuer on a 1-for-1 basis. F3 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F2 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F2 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 17:22 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 395 | $15.80 | $6,241.00 |
DisclosureSEC source: 0001179110-17-000282 · edgar.xml · derivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,459 Underlying: Common Stock · 395 shares Expires not disclosed F1 · derivative.exercise_price: The units convert to Common Stock of the issuer on a 1-for-1 basis. F3 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F2 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F2 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 17:04 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantStock Units · Derivative | 375 | $16.64 | $6,240.00 |
DisclosureSEC source: 0001179110-16-030465 · edgar.xml · derivative · entry 1 PERTCHIK JONATHAN · CIK 0001443952 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,064 Underlying: Common Stock · 375 shares Expires not disclosed F1 · derivative.exercise_price: The units convert to Common Stock of the issuer on a 1-for-1 basis. F3 · price: Represents the most recent closing price of Issuer's Common Stock prior to the date of grant, which closing price represents the denominator for purposes of determining the number of Stock Units attributable to the Reporting Person's deferral account. F2 · derivative.exercise_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. F2 · derivative.expiration_date: The units, which represent a deferral of a portion of a director's fees payable to the Reporting Person, are fully vested at all times and are convertible into shares of Issuer's Common Stock at the earlier of a date specified by the Reporting Person or the date on which the Reporting Person no longer serves as a director of the Issuer. 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.