William Charles
CIK 1703309 · Chief Information Officer · last filed 2023-03-15
William Charles is a Chief Information Officer who has filed 34 SEC Form 4 insider transactions across 2 companies since 2017. The most recent filing, for EEX, was dated Jun 15, 2023. Across all open-market trades the lifetime net is −$1.2M, making them a net seller over the disclosed history.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
EEX price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
31910 DEL OBISPO STREET, SUITE 200
SAN JUAN CAPISTRANO, CA 92675
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| Emerald Holding, Inc. (EEX) Delisted | Chief Information Officer | 14,418 | $5.04 | $72.7K | -$1.24M | 29 | 2023-03-15 |
| Emerald Holding, Inc. (SPCE.WS) Delisted | Chief Information Officer | 57,711 | — | — | -$10.0K | 4 | 2020-03-19 |
Recent Filings
34 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-06-15 | Emerald Holding, Inc. (EEX) Delisted | Notice (144) | −7,000 | -$28.6K | EDGAR |
| 2023-03-15 | Emerald Holding, Inc. (EEX) Delisted | Tax (F) | −1,368 | -$4.7K | EDGAR |
| 2023-03-03 | Emerald Holding, Inc. (EEX) Delisted | Grant (A) | — | $0 | EDGAR |
| 2023-02-15 | Emerald Holding, Inc. (EEX) Delisted | Tax (F) | −2,882 | -$11.5K | EDGAR |
| 2022-07-20 | Emerald Holding, Inc. (EEX) Delisted | Tax (F) | −433 | -$1.6K | EDGAR |
| 2022-03-17 | Emerald Holding, Inc. (EEX) Delisted | Sell (S) | −2,512 | -$8.7K | EDGAR |
| 2022-03-14 | Emerald Holding, Inc. (EEX) Delisted | Tax (F) | −1,277 | -$4.4K | EDGAR |
| 2022-03-14 | Emerald Holding, Inc. (EEX) Delisted | Sell (S) | −4,643 | -$16.7K | EDGAR |
| 2022-02-15 | Emerald Holding, Inc. (EEX) Delisted | Tax (F) | −2,889 | -$9.7K | EDGAR |
| 2022-01-24 | Emerald Holding, Inc. (EEX) Delisted | Tax (F) | −349 | -$1.0K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.