Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AerSale CorpASLE · Entity 1521 | See Remarks | December 22, 2023 | December 27, 2023 |
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.
AerSale Corp
Report date December 22, 2023 · Filed December 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,960 |
Reported balance
After 2023-12-22 transaction · row 1
1 source rowRow 1 · 2023-12-22 · Tax withholding · Disposed 18,364 · Balance 54,960 F1: Upon the vesting of 46,668 performance stock units ("PSUs") previously granted to Mr. McDonald, AerSale Corporation withheld 18,364 shares of its common stock, par value $0.0001 per share, to cover Mr. McDonald's tax withholding obligations with respect to the vesting of such PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon the vesting of 46,668 performance stock units ("PSUs") previously granted to Mr. McDonald, AerSale Corporation withheld 18,364 shares of its common stock, par value $0.0001 per share, to cover Mr. McDonald's tax withholding obligations with respect to the vesting of such PSUs.
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 |
|---|---|---|---|---|---|---|
| December 22, 2023 Filed Dec 27, 2023 21:51 UTC | AerSale Corp ASLE · Entity 1521 | Tax withholdingCommon Stock | 18,364 | $13.05 | $239,650.20 |
DisclosureSEC source: 0001104659-23-129748 · tm2333793-4_4seq1.xml · nonDerivative · entry 1 McDonald Charles P · CIK 0001289787 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,960 F1 · shares: Upon the vesting of 46,668 performance stock units ("PSUs") previously granted to Mr. McDonald, AerSale Corporation withheld 18,364 shares of its common stock, par value $0.0001 per share, to cover Mr. McDonald's tax withholding obligations with respect to the vesting of such PSUs. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 20:00 UTC | AerSale Corp ASLE · Entity 1521 | Tax withholdingCommon Stock | 609 | $14.43 | $8,786.65 |
DisclosureSEC source: 0001104659-23-119059 · tm2330869-2_4seq1.xml · nonDerivative · entry 1 McDonald Charles P · CIK 0001289787 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,324 F1 · shares: Upon the vesting and distribution of 1,647 restricted stock units ("RSUs") previously granted to Mr. McDonald, 609 shares were sold in a "sell to cover" transaction to cover Mr. McDonald's tax withholding obligations with respect to the vesting of such RSUs and does not represent a discretionary trade made by the Reporting Person. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 20:55 UTC | AerSale Corp ASLE · Entity 1521 | GrantCommon Stock | 13,155 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-107533 · tm2328007-1_4seq1.xml · nonDerivative · entry 1 McDonald Charles P · CIK 0001289787 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,933 F1 · shares: Represents an award of restricted stock units ("RSUs") that will vest according to the following schedule - 1,647 RSUs vest on November 13, 2023; 4,385 RSUs vest on March 13, 2024; 4,385 RSUs vest on March 13, 2025; and 2,738 RSUs vest on March 13, 2026. F1 · price: Represents an award of restricted stock units ("RSUs") that will vest according to the following schedule - 1,647 RSUs vest on November 13, 2023; 4,385 RSUs vest on March 13, 2024; 4,385 RSUs vest on March 13, 2025; and 2,738 RSUs vest on March 13, 2026. Read SEC document |
| December 23, 2022 Filed Dec 29, 2022 00:06 UTC | AerSale Corp ASLE · Entity 1521 | Tax withholdingCommon Stock | 10,493 | $15.41 | $161,697.13 |
DisclosureSEC source: 0001104659-22-130610 · tm2233636-3_4seq1.xml · nonDerivative · entry 1 McDonald Charles P · CIK 0001289787 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,778 F1 · shares: Upon the vesting of 23,333 performance restricted stock units ("PRSUs") previously granted to Mr. McDonald, AerSale Corporation withheld 10,492 shares to cover Mr. McDonald's tax withholding obligation with respect to the vesting of such PRSUs. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 22:57 UTC | AerSale Corp ASLE · Entity 1521 | GrantPerformance Restricted Stock Units | 70,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-042389 · tm2211628-2_4seq1.xml · nonDerivative · entry 1 McDonald Charles P · CIK 0001289787 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,271 F1 · price: Represents performance-vested performance restricted stock units, the performance metric having been achieved at the conclusion of the first quarter of 2022, will now time vest as follows: (i) the performance restricted stock units time vest one-third on December 22, 2022 and two-thirds on December 22, 2023. 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.