Jacob M Katz
CIK 1715063 · View on SEC EDGAR ↗
First SEC filing: June 12, 2026 · Latest: June 12, 2026
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 10, 2026 | SD | A | 9,804 | $15.30 | $150,001 | 9,804 Direct | — | Acquired | -5.3% (price as of 2026-08-20) |
| March 26, 2026 | JEF | A | 5,461 | $40.28 | $219,969 | 57,293 Direct | +10.54% | Acquired | 30.9% (price as of 2026-08-20) |
| March 27, 2025 | JEF | A | 4,047 | $54.35 | $219,954 | 51,832 Direct | +8.47% | Acquired | -3.0% (price as of 2026-08-20) |
| March 28, 2024 | JEF | A | 4,648 | $44.10 | $204,977 | 47,785 Direct | +10.77% | Acquired | 19.6% (price as of 2026-08-20) |
| March 29, 2023 | JEF | A | 6,583 | $31.14 | $204,995 | 43,137 Direct | +18.01% | Acquired | 69.4% (price as of 2026-08-20) |
| June 28, 2022 | JEF | A | 265 | $28.25 | $7,486 | 36,554 Direct | +0.73% | Acquired | 95.3% (price as of 2026-08-20) |
| March 29, 2022 | JEF | A | 5,697 | $33.35 | $189,995 | 36,289 Direct | +18.62% | Acquired | 65.4% (price as of 2026-08-20) |
| May 13, 2021 | HRI | A | 1,034 | — | — | 8,431 Direct | +13.98% | Acquired | (price as of 2026-08-20) |
| March 26, 2021 | JEF | A | 6,109 | $31.10 | $189,990 | 30,592 Direct | +24.95% | Acquired | 77.4% (price as of 2026-08-20) |
| May 14, 2020 | HRI | A | 4,819 | — | — | 7,397 Direct | +186.93% | Acquired | (price as of 2026-08-20) |
| April 17, 2020 | JEF | A | 14,393 | $13.20 | $189,988 | 24,483 Direct | +142.65% | Acquired | 317.9% (price as of 2026-08-20) |
| May 16, 2019 | HRI | A | 2,578 | — | — | 2,578 Direct | — | Acquired | (price as of 2026-08-20) |
| March 28, 2019 | JEF | A | 10,090 | $18.83 | $189,995 | 10,090 Direct | — | Acquired | 212.9% (price as of 2026-08-20) |
| May 17, 2018 | HRI | A | 1,704 | — | — | 3,746 Direct | +83.45% | Acquired | (price as of 2026-08-20) |
| Aug. 18, 2017 | HRI | A | 2,042 | — | — | 2,042 Direct | — | Acquired | (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 13, 2021 | HRI | Phantom Stock | Common Stock (1,034) | — | — | 1,034 | Acquired |
| May 14, 2020 | HRI | Phantom Stock | Common Stock (4,819) | — | — | 4,819 | Acquired |
| May 16, 2019 | HRI | Phantom Stock | Common Stock (2,578) | — | — | 2,578 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).