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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
SEC-verified vehicles of the same sponsor, predating these roles and carrying none of them. The badge counts them; the figure beside this one does not.
Mergers closed across all 3 — these vehicles and the franchise's earlier ones together.
Announced but not closed, and still hunting — again over all 3.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
none appears on more than one
As previously announced, Teamshares' common stock ticker is also expected to change from LOKV to TMS the same day. Members of Teamshares management, including CEO Michael Brown and CFO Brian Gaebe, will be available for one-on-one investor meetings throughout the conference.
This record is keyed to SEC CIK 0001682857 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 25 institutional-holder rows on these vehicles, under 16 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.