Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Boxlight CorpBOXL · Entity 8315 | President | December 25, 2023 | January 02, 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.
Boxlight Corp
Report date December 25, 2023 · Filed January 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | Direct | 56,094 |
Reported balance
After 2023-12-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-27 · Sale · Disposed 735 · Balance 56,094 F1: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") held by the Reporting Person. Upon vesting of the RSUs, the sales are automatic, routine, non-discretionary transactions mandated by the Issuer under its equity incentive plan in order to satisfy the Reporting Person's tax withholding obligations which are funded by "sell to cover" transactions. These transactions are exempt under Section 16b-3 and do not represent discretionary trades by the Reporting Person. F2: Consists of (i) 32,560 shares of Class A common stock and (ii) 23,534 RSUs which remain subject to certain vesting conditions. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2023-12-25 | Direct | 4,687 |
Reported balance
After 2023-12-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-25 · Other · Disposed 1,563 · Balance 4,687 F3: Conversion of RSUs into shares of BOXL Class A Common Stock. F4: The RSUs Vest in substantially equal installments quarterly over the course of four years, commencing on December 25, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs") held by the Reporting Person. Upon vesting of the RSUs, the sales are automatic, routine, non-discretionary transactions mandated by the Issuer under its equity incentive plan in order to satisfy the Reporting Person's tax withholding obligations which are funded by "sell to cover" transactions. These transactions are exempt under Section 16b-3 and do not represent discretionary trades by the Reporting Person.
F2: Consists of (i) 32,560 shares of Class A common stock and (ii) 23,534 RSUs which remain subject to certain vesting conditions.
F3: Conversion of RSUs into shares of BOXL Class A Common Stock.
F4: The RSUs Vest in substantially equal installments quarterly over the course of four years, commencing on December 25, 2020.
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 |
|---|---|---|---|---|---|---|
| March 25, 2021 Filed Jun 2, 2021 22:42 UTC | Boxlight Corp BOXL · Entity 8315 | ConversionCLASS A COMMON STOCK | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-013471 · ownership.xml · nonDerivative · entry 1 Starkey Mark · CIK 0001835147 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 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: On March 25, 2021, 12,500 shares of the Reporting Person's restricted stock units vested in accordance with their vesting schedule. Read SEC document |
| March 25, 2021 Filed Nov 22, 2021 17:37 UTC Amendment | Boxlight Corp BOXL · Entity 8315 | OtherRESTRICTED STOCK UNITS · Derivative | 12,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-029496 · ownership.xml · derivative · entry 5 Starkey Mark · CIK 0001835147 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: COMMON STOCK · 175,000 shares Expires 2021-03-25 F4 · kind: Conversion of RSUs into shares of BOXL Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in substantially equal installments quarterly over the course of four (4) years, commencing on December 25, 2020. Read SEC document |
| March 25, 2021 Filed Nov 22, 2021 17:37 UTC Amendment | Boxlight Corp BOXL · Entity 8315 | ConversionCLASS A COMMON STOCK | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-029496 · ownership.xml · nonDerivative · entry 1 Starkey Mark · CIK 0001835147 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 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: On March 25, 2021, 12,500 shares of the Reporting Person's restricted stock units ("RSUs") vested in accordance with their vesting schedule. Read SEC document |
| December 25, 2020 Filed Dec 28, 2020 20:59 UTC | Boxlight Corp BOXL · Entity 8315 | OtherRESTRICTED STOCK UNITS · Derivative | 12,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-024348 · ownership.xml · derivative · entry 2 Starkey Mark · CIK 0001835147 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,500 Underlying: COMMON STOCK · 187,500 shares Expires 2025-12-25 F3 · kind: Conversion of restricted stock units into shares of BOXL Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in substantially equal installments quarterly over the course of four (4) years, commencing on December 25, 2020. Read SEC document |
| December 25, 2020 Filed Dec 28, 2020 20:59 UTC | Boxlight Corp BOXL · Entity 8315 | ConversionCLASS A COMMON STOCK | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-024348 · ownership.xml · nonDerivative · entry 1 Starkey Mark · CIK 0001835147 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,500 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: On December 25, 2020, 12,500 shares of the Reporting Person's restricted stock units vested in accordance with their vesting schedule. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:53 UTC | Boxlight Corp BOXL · Entity 8315 | PurchaseCLASS A COMMON STOCK | 30,000 | $1.68 | $50,400.00 |
DisclosureSEC source: 0001493152-20-023222 · ownership.xml · nonDerivative · entry 1 Starkey Mark · CIK 0001835147 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 F1 · kind: Shares purchased on the open market at a purchase price of $1.68 per share. Read SEC document |
| December 07, 2020 Filed Dec 7, 2020 23:54 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 50,000 | $1.54 | $77,000.00 |
DisclosureSEC source: 0001493152-20-023079 · ownership.xml · nonDerivative · entry 1 Starkey Mark · CIK 0001835147 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 12:59 UTC Amendment | Boxlight Corp BOXL · Entity 8315 | PurchaseCLASS A COMMON STOCK | 50,000 | $1.54 | $77,000.00 |
DisclosureSEC source: 0001493152-20-023159 · ownership.xml · nonDerivative · entry 1 Starkey Mark · CIK 0001835147 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · kind: Shares purchased on the open market at an average purchase price of $1.54 per share. 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.