person · Reporting owner
BRADBURY FAMILY TRUST II A U/A/D DECEMBER 29, 2015
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Smith Douglas Homes Corp.SDHC · Entity 1658 | Director · 10% owner | January 10, 2024 | January 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.
Smith Douglas Homes Corp.
Report date January 10, 2024 · Filed January 18, 2024
Jointly reported with Bradbury Thomas L
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy Bradbury Family Trust II | 38,192,307 |
Last balance in matching sequence
After 2024-01-16 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-01-10 · Grant · Acquired 40,384,615 · Balance 40,384,615 F1: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering. These securities were previously reported on a Form 3 filed by the Reporting Persons. F2: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. Row 4 · 2024-01-16 · Other · Disposed 2,192,308 · Balance 38,192,307 F4: Reflects the cancellation for no consideration of Class B Common Stock in connection with the redemption and conversion of the LLC Interests into shares of Class A Common Stock. F2: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Bradbury Family Trust II | 0 |
Last balance in matching sequence
After 2024-01-16 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2024-01-16 · Conversion · Acquired 2,192,308 · Balance 2,192,308 F3: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F2: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. Row 3 · 2024-01-16 · Disposition to issuer · Disposed 2,192,308 · Balance 0 F2: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. |
| LLC InterestsSEC Table II · derivative / convertible security | IndirectBy Bradbury Family Trust II | 40,384,615 |
Reported balance
After 2024-01-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-01-10 · Grant · Acquired 40,384,615 · Balance 40,384,615 F3: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F1: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering. These securities were previously reported on a Form 3 filed by the Reporting Persons. F2: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. |
| LLC InterestsSEC Table II · derivative / convertible security | IndirectBy Bradbury Family Trust II | 38,192,307 |
Reported balance
After 2024-01-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-01-16 · Conversion · Disposed 2,192,308 · Balance 38,192,307 F3: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F2: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering. These securities were previously reported on a Form 3 filed by the Reporting Persons.
F2: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II.
F3: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date.
F4: Reflects the cancellation for no consideration of Class B Common Stock in connection with the redemption and conversion of the LLC Interests into shares of Class A Common Stock.
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 |
|---|---|---|---|---|---|---|
| January 16, 2024 Filed Jan 18, 2024 18:42 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | ConversionLLC Interests · Derivative | 2,192,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-002799 · form4.xml · derivative · entry 6 Bradbury Thomas L · CIK 0001992568 · Director · 10% owner BRADBURY FAMILY TRUST II A U/A/D DECEMBER 29, 2015 · CIK 0002007621 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Bradbury Family Trust II Disclosed balance after: 38,192,307 Underlying: Class A Common Stock · 2,192,308 shares Expires not disclosed 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. F3 · derivative.exercise_price: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F3 · derivative.exercise_date: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F3 · derivative.expiration_date: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F2 · ownership.nature: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 18:42 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | OtherClass B Common Stock | 2,192,308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-24-002799 · form4.xml · nonDerivative · entry 4 Bradbury Thomas L · CIK 0001992568 · Director · 10% owner BRADBURY FAMILY TRUST II A U/A/D DECEMBER 29, 2015 · CIK 0002007621 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Bradbury Family Trust II Disclosed balance after: 38,192,307 F4 · kind: Reflects the cancellation for no consideration of Class B Common Stock in connection with the redemption and conversion of the LLC Interests into shares of Class A Common Stock. F4 · price: Reflects the cancellation for no consideration of Class B Common Stock in connection with the redemption and conversion of the LLC Interests into shares of Class A Common Stock. F2 · ownership.nature: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 18:42 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | Disposition to issuerClass A Common Stock | 2,192,308 | $21.00 | $46,038,468.00 |
DisclosureSEC source: 0001140361-24-002799 · form4.xml · nonDerivative · entry 3 Bradbury Thomas L · CIK 0001992568 · Director · 10% owner BRADBURY FAMILY TRUST II A U/A/D DECEMBER 29, 2015 · CIK 0002007621 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Bradbury Family Trust II Disclosed balance after: 0 F2 · ownership.nature: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 18:42 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | ConversionClass A Common Stock | 2,192,308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-24-002799 · form4.xml · nonDerivative · entry 2 Bradbury Thomas L · CIK 0001992568 · Director · 10% owner BRADBURY FAMILY TRUST II A U/A/D DECEMBER 29, 2015 · CIK 0002007621 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Bradbury Family Trust II Disclosed balance after: 2,192,308 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. F3 · price: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F2 · ownership.nature: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. Read SEC document |
| January 10, 2024 Filed Jan 18, 2024 18:42 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | GrantLLC Interests · Derivative | 40,384,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-002799 · form4.xml · derivative · entry 5 Bradbury Thomas L · CIK 0001992568 · Director · 10% owner BRADBURY FAMILY TRUST II A U/A/D DECEMBER 29, 2015 · CIK 0002007621 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Bradbury Family Trust II Disclosed balance after: 40,384,615 Underlying: Class A Common Stock · 40,384,615 shares Expires not disclosed F3 · derivative.exercise_price: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F1 · kind: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering. These securities were previously reported on a Form 3 filed by the Reporting Persons. F3 · derivative.exercise_date: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F3 · derivative.expiration_date: The membership units of Smith Douglas Holdings LLC (the "LLC Interests") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forefeited in connection with the redemption. The LLC Interests have no expiration date. F2 · ownership.nature: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. Read SEC document |
| January 10, 2024 Filed Jan 18, 2024 18:42 UTC | Smith Douglas Homes Corp. SDHC · Entity 1658 | GrantClass B Common Stock | 40,384,615 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-24-002799 · form4.xml · nonDerivative · entry 1 Bradbury Thomas L · CIK 0001992568 · Director · 10% owner BRADBURY FAMILY TRUST II A U/A/D DECEMBER 29, 2015 · CIK 0002007621 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Bradbury Family Trust II Disclosed balance after: 40,384,615 F1 · kind: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering. These securities were previously reported on a Form 3 filed by the Reporting Persons. F1 · price: Represents securities received as part of the Issuer's reorganization in connection with its initial public offering, as described in the registration statement on Form S-1 relating to the initial public offering. These securities were previously reported on a Form 3 filed by the Reporting Persons. F2 · ownership.nature: Mr. Bradbury is co-trustee of Bradbury Family Trust II A U/A/D December 29, 2015 ("Bradbury Family Trust II"), and as a result, may be deemed to share beneficial ownership of the securities held of record by Bradbury Family Trust II. 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.