Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Energy Plus, Inc.-- · Entity 2475 | General Counsel | April 15, 2024 | April 18, 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.
Capstone Energy Plus, Inc.
Report date April 15, 2024 · Filed April 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,000 |
Reported balance
After 2024-04-15 transaction · row 1
1 source rowRow 1 · 2024-04-15 · Grant · Acquired 75,000 · Balance 75,000 F1: Represents shares underlying restricted stock units vesting in three equal annual installments commencing on April 15, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares underlying restricted stock units vesting in three equal annual installments commencing on April 15, 2025.
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 15, 2024 Filed Apr 18, 2024 01:24 UTC | Capstone Energy Plus, Inc. -- · Entity 2475 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002013479-24-000002 · primary_doc.xml · nonDerivative · entry 1 Funaki Mark · CIK 0002018517 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 F1 · shares: Represents shares underlying restricted stock units vesting in three equal annual installments commencing on April 15, 2025. 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.