HALBERT JON

Director · CAI

As of 2026-09-16, HALBERT JON has 7 Form 4 transactions on record across 1 company — 3 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $3.7MIndirect: $19.9M$23.6Mas of 2026-09-16
  • Direct $3.7M
  • Indirect $19.9M
CAIindirect704,598 sh$19.9M
CAIdirect131,813 sh$3.7M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

CAI · 7 trades
2026-08-14: Award / grant, 13,192 sh ($0)2026-05-15: Purchase, 68,000 sh ($990K)2026-02-26: Award / grant, 2,492 sh ($50K)2025-06-20: Conversion, 1,250,000 sh ($0)2025-06-20: Conversion, 5,000,000 sh2025-06-20: Conversion, 5,000,000 sh2025-02-27: Award / grant, 16,129 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-05-15CAIPurchase68,000 @ $14.56$990K+10.7% of holding704,598Form 4
6 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-14CAIAward / grant13,192131,813Form 4
2026-02-26CAIAward / grant2,492118,621Form 4
2025-06-20CAIConversion1,250,0001,250,000Form 4
2025-06-20CAIConversion5,000,0000Form 4
2025-06-20CAIConversion5,000,0000Form 4
2025-02-27CAIAward / grant16,129116,129Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.