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Nasdaq · USD

SQFT

Presidio Property Trust, Inc.

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Tapewire entity
8487
SEC CIK
0001080657
Parsed reports
235

Last 12 months

Inside the activity.

4 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202530
Jan 202600
Feb 202600
Mar 202600
Apr 202602
May 202600
Jun 202601
Jul 202600
Aug 202600
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 02, 2026 Filed Oct 6, 2026 20:23 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
GrantSQFT 36,300 $1.18 $42,834.00
Disclosure

SEC source: 0001437749-26-032213 · rdgdoc.xml · nonDerivative · entry 4

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,839

F1 · price: The reporting person disposed of 18,163 shares of Series D Preferred Stock in exchange for 99,897 shares of common stock in an issuer exchange offer. This included 11,563 shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which Mr. Heilbron is the controlling shareholder that were exchanged for 63,597 shares of common stock.

F2 · balance_after: Includes (i) 86,077 shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which Mr. Heilbron is the controlling shareholder, (ii) 1,000 shares held by Mr. Heilbron's spouse, (iii) 60 shares held by or for the benefit of Mr. Heilbron's grandchildren, (iv) 29,670 shares of unvested stock, (v) and 97,169 shares held directly by Mr. Heilbron.

Read SEC document
October 02, 2026 Filed Oct 6, 2026 20:23 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
GrantSQFT 63,597 $1.18 $75,044.46
Disclosure

SEC source: 0001437749-26-032213 · rdgdoc.xml · nonDerivative · entry 3

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which

Disclosed balance after: 87,137

F1 · price: The reporting person disposed of 18,163 shares of Series D Preferred Stock in exchange for 99,897 shares of common stock in an issuer exchange offer. This included 11,563 shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which Mr. Heilbron is the controlling shareholder that were exchanged for 63,597 shares of common stock.

F2 · balance_after: Includes (i) 86,077 shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which Mr. Heilbron is the controlling shareholder, (ii) 1,000 shares held by Mr. Heilbron's spouse, (iii) 60 shares held by or for the benefit of Mr. Heilbron's grandchildren, (iv) 29,670 shares of unvested stock, (v) and 97,169 shares held directly by Mr. Heilbron.

Read SEC document
October 02, 2026 Filed Oct 6, 2026 20:23 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
Disposition to issuerSQFTP 6,600 $6.25 $41,250.00
Disclosure

SEC source: 0001437749-26-032213 · rdgdoc.xml · nonDerivative · entry 2

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The reporting person disposed of 18,163 shares of Series D Preferred Stock in exchange for 99,897 shares of common stock in an issuer exchange offer. This included 11,563 shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which Mr. Heilbron is the controlling shareholder that were exchanged for 63,597 shares of common stock.

Read SEC document
October 02, 2026 Filed Oct 6, 2026 20:23 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
Disposition to issuerSQFTP 11,563 $6.25 $72,268.75
Disclosure

SEC source: 0001437749-26-032213 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which M

Disclosed balance after: 0

F1 · price: The reporting person disposed of 18,163 shares of Series D Preferred Stock in exchange for 99,897 shares of common stock in an issuer exchange offer. This included 11,563 shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which Mr. Heilbron is the controlling shareholder that were exchanged for 63,597 shares of common stock.

Read SEC document
October 02, 2026 Filed Oct 6, 2026 20:23 UTC
KATZ GARY MORRISChief Investment Officer
GrantSQFT 1,458 $1.18 $1,720.44
Disclosure

SEC source: 0001437749-26-032211 · rdgdoc.xml · nonDerivative · entry 2

KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,565

F1 · price: The reporting person disposed of 265 shares of Series D Preferred Stock in exchange for 1,458 shares of common stock in an issuer exchange offer.

Read SEC document
October 02, 2026 Filed Oct 6, 2026 20:23 UTC
KATZ GARY MORRISChief Investment Officer
Disposition to issuerSQFTP 265 $6.25 $1,656.25
Disclosure

SEC source: 0001437749-26-032211 · rdgdoc.xml · nonDerivative · entry 1

KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The reporting person disposed of 265 shares of Series D Preferred Stock in exchange for 1,458 shares of common stock in an issuer exchange offer.

Read SEC document
October 02, 2026 Filed Oct 6, 2026 20:22 UTC
Bentzen Edwin H IVChief Financial Officer
GrantSQFT 1,100 $1.18 $1,298.00
Disclosure

SEC source: 0001437749-26-032209 · rdgdoc.xml · nonDerivative · entry 2

Bentzen Edwin H IV · CIK 0001695081 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,278

F1 · price: The reporting person disposed of 200 shares of Series D Preferred Stock in exchange for 1,100 shares of common stock in an issuer exchange offer.

Read SEC document
October 02, 2026 Filed Oct 6, 2026 20:22 UTC
Bentzen Edwin H IVChief Financial Officer
Disposition to issuerSQFTP 200 $6.25 $1,250.00
Disclosure

SEC source: 0001437749-26-032209 · rdgdoc.xml · nonDerivative · entry 1

Bentzen Edwin H IV · CIK 0001695081 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The reporting person disposed of 200 shares of Series D Preferred Stock in exchange for 1,100 shares of common stock in an issuer exchange offer.

Read SEC document
September 21, 2026 Filed Sep 22, 2026 20:51 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseSQFTP 300 $6.21 $1,863.00
Disclosure

SEC source: 0001437749-26-030933 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,163

Read SEC document
June 16, 2026 Filed Jun 17, 2026 18:24 UTC SaleSQFT 2,500 $2.63 $6,573.00
Disclosure

SEC source: 0001437749-26-020931 · rdgdoc.xml · nonDerivative · entry 1

DURFEY JAMES ROBERT · CIK 0001797416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,088

Read SEC document
April 10, 2026 Filed Apr 13, 2026 20:31 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
SaleSQFT 5,884 $3.92 $23,065.28
Disclosure

SEC source: 0001437749-26-012166 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,079

F1 · balance_after: Includes (i) 22,480 shares held by Puppy Toes, Inc. and its subsidiaries (including Centurion Counsel, Inc.), of which Mr. Heilbron is the controlling shareholder, (ii) 1,000 shares held by Mr. Heilbron's spouse, (iii) 60 shares held by or for the benefit of Mr. Heilbron's grandchildren, (iv) 29,670 shares of unvested stock, (v) and 60,869 shares held directly by Mr. Heilbron.

Read SEC document
April 10, 2026 Filed Apr 13, 2026 20:24 UTC SaleSQFT 1,000 $3.89 $3,890.00
Disclosure

SEC source: 0001437749-26-012163 · rdgdoc.xml · nonDerivative · entry 1

DURFEY JAMES ROBERT · CIK 0001797416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,588

Read SEC document
January 06, 2026 Filed Feb 19, 2026 20:05 UTC
Bentzen Edwin H IVChief Financial Officer
GrantCommon Stock - Series A 2,800 $3.69 $10,332.00
Disclosure

SEC source: 0001437749-26-004710 · rdgdoc.xml · nonDerivative · entry 1

Bentzen Edwin H IV · CIK 0001695081 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,535

Read SEC document
January 06, 2026 Filed Feb 19, 2026 19:57 UTC
KATZ GARY MORRISChief Investment Officer
GrantCommon Stock - Series A 2,800 $3.69 $10,332.00
Disclosure

SEC source: 0001437749-26-004708 · rdgdoc.xml · nonDerivative · entry 1

KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,106

Read SEC document
January 06, 2026 Filed Feb 19, 2026 19:23 UTC
Hightower StevenDirector · President, Netreit Advisors
GrantCommon Stock - Series A 2,800 $3.69 $10,332.00
Disclosure

SEC source: 0001437749-26-004694 · rdgdoc.xml · nonDerivative · entry 1

Hightower Steven · CIK 0001967327 · Director · President, Netreit Advisors

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,812

Read SEC document
January 06, 2026 Filed Feb 19, 2026 19:19 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
GrantCommon Stock - Series A 4,000 $3.69 $14,760.00
Disclosure

SEC source: 0001437749-26-004692 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,963

Read SEC document
December 30, 2025 Filed Dec 31, 2025 16:02 UTC
Hightower StevenDirector · President, Netreit Advisors
Tax withholdingCommon Stock - Series A 678 $3.67 $2,488.26
Disclosure

SEC source: 0001437749-25-039028 · rdgdoc.xml · nonDerivative · entry 1

Hightower Steven · CIK 0001967327 · Director · President, Netreit Advisors

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,009

F1 · acquired: shares canceled to cover payroll tax

Read SEC document
December 30, 2025 Filed Dec 31, 2025 15:00 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
Tax withholdingCommon Stock - Series A 6,783 $3.67 $24,893.61
Disclosure

SEC source: 0001437749-25-039003 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,658

F1 · acquired: shares were withheld by the company to cover payroll tax

Read SEC document
December 30, 2025 Filed Dec 31, 2025 14:10 UTC
Bentzen Edwin H IVChief Financial Officer
Tax withholdingCommon Stock - Series A 4,572 $3.67 $16,779.24
Disclosure

SEC source: 0001437749-25-038999 · rdgdoc.xml · nonDerivative · entry 1

Bentzen Edwin H IV · CIK 0001695081 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,735

F1 · acquired: shares canceled to cover payroll tax

Read SEC document
December 30, 2025 Filed Dec 31, 2025 14:04 UTC
KATZ GARY MORRISChief Investment Officer
Tax withholdingCommon Stock - Series A 10,470 $3.67 $38,424.90
Disclosure

SEC source: 0001437749-25-038998 · rdgdoc.xml · nonDerivative · entry 1

KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,305

F1 · acquired: shares were withheld by the company to cover payroll tax

Read SEC document
December 26, 2025 Filed Dec 30, 2025 16:39 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 10,000 $2.82 $28,200.00
Disclosure

SEC source: 0001437749-25-038906 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · purchased by Puppy Toes

Disclosed balance after: 25,061

Read SEC document
December 24, 2025 Filed Dec 30, 2025 16:38 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchasePreferred Stock - Series D 1,000 $14.78 $14,780.00
Disclosure

SEC source: 0001437749-25-038905 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · purchased by Puppy Toes

Disclosed balance after: 11,663

Read SEC document
December 16, 2025 Filed Dec 30, 2025 16:36 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 10,000 $3.29 $32,900.00
Disclosure

SEC source: 0001437749-25-038904 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Purchased by Puppy Toes

Disclosed balance after: 15,061

Read SEC document
September 04, 2025 Filed Sep 4, 2025 20:09 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 1,000 $4.72 $4,720.00
Disclosure

SEC source: 0001437749-25-028370 · rdgdoc.xml · nonDerivative · entry 2

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,441

Read SEC document
September 03, 2025 Filed Sep 4, 2025 20:09 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 555 $4.77 $2,647.35
Disclosure

SEC source: 0001437749-25-028370 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,441

Read SEC document
August 22, 2025 Filed Aug 26, 2025 20:40 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 2,062 $0.03 Strike: $70.00 $61.86
Disclosure

SEC source: 0001437749-25-027772 · rdgdoc.xml · derivative · entry 2

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,234,034

Underlying: SQFT Common Stock - Series A · 2,062 shares

Expires 2027-01-24

Read SEC document
August 22, 2025 Filed Aug 26, 2025 20:40 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 1,200 $4.89 $5,868.00
Disclosure

SEC source: 0001437749-25-027772 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,886

Read SEC document
August 21, 2025 Filed Aug 22, 2025 21:33 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 11,589 $0.03 Strike: $70.00 $347.67
Disclosure

SEC source: 0001437749-25-027614 · rdgdoc.xml · derivative · entry 3

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,231,972

Underlying: SQFT Common Stock - Series A · 11,589 shares

Expires 2027-01-24

Read SEC document
August 21, 2025 Filed Aug 22, 2025 21:33 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 100 $4.91 $491.00
Disclosure

SEC source: 0001437749-25-027614 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,686

Read SEC document
August 20, 2025 Filed Aug 22, 2025 21:33 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 10,000 $0.03 Strike: $70.00 $300.00
Disclosure

SEC source: 0001437749-25-027614 · rdgdoc.xml · derivative · entry 2

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,220,383

Underlying: SQFT Common Stock - Series A · 10,000 shares

Expires 2027-01-24

Read SEC document
June 23, 2025 Filed Jun 23, 2025 20:52 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 20 $4.20 $84.00
Disclosure

SEC source: 0001437749-25-021060 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Purchased by Puppy Toes

Disclosed balance after: 15,640

Read SEC document
June 20, 2025 Filed Jun 23, 2025 20:52 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 2,889 $0.03 Strike: $70.00 $87.54
Disclosure

SEC source: 0001437749-25-021060 · rdgdoc.xml · derivative · entry 2

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,127,168

Underlying: SQFT Common Stock - Series A · 2,889 shares

Expires 2027-01-24

Read SEC document
June 17, 2025 Filed Jun 18, 2025 19:54 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 2,899 $0.03 Strike: $70.00 $87.55
Disclosure

SEC source: 0001437749-25-020777 · rdgdoc.xml · derivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,124,279

Underlying: SQFT Common Stock - Series A · 2,899 shares

Expires 2027-01-24

F1 · derivative.exercise_price: Effective 05/16/2025 the Conversion or Exercise Price of Derivative Security was updated and should have been reported as $70.00.

Read SEC document
June 11, 2025 Filed Jun 12, 2025 20:17 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 1,000 $4.39 $4,390.00
Disclosure

SEC source: 0001437749-25-020182 · rdgdoc.xml · nonDerivative · entry 2

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Puppy Toes

Disclosed balance after: 15,620

F1 · ownership.nature: Shares of the Series A Common Stock Warrants are held indirectly through Mr. Heilbron's wife (10,700), Puppy Toes, Inc. (10,655), Centurion Counsel, Inc. (30,762) and for the benefits of Mr. Heilbron's grandchildren (600).

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:17 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 10,080 $0.03 Strike: $7.00 $322.56
Disclosure

SEC source: 0001437749-25-020182 · rdgdoc.xml · derivative · entry 4

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,121,380

Underlying: SQFT Common Stock - Series A · 10,080 shares

Expires 2027-01-24

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:17 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 2,079 $0.03 Strike: $7.00 $62.37
Disclosure

SEC source: 0001437749-25-020182 · rdgdoc.xml · derivative · entry 3

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,111,300

Underlying: SQFT Common Stock - Series A · 2,079 shares

Expires 2027-01-24

Read SEC document
June 09, 2025 Filed Jun 12, 2025 20:17 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Series A 285 $4.71 $1,342.35
Disclosure

SEC source: 0001437749-25-020182 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Puppy Toes

Disclosed balance after: 14,620

F1 · ownership.nature: Shares of the Series A Common Stock Warrants are held indirectly through Mr. Heilbron's wife (10,700), Puppy Toes, Inc. (10,655), Centurion Counsel, Inc. (30,762) and for the benefits of Mr. Heilbron's grandchildren (600).

Read SEC document
June 09, 2025 Filed Jun 12, 2025 18:50 UTC Amendment GrantCommon Stock - Series A 4,669 $5.21 $24,325.49
Disclosure

SEC source: 0001437749-25-020175 · rdgdoc.xml · nonDerivative · entry 1

Piliptchak Elena · CIK 0002024325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,658

F1 · balance_after: Amount of Securities Beneficially Owned Following Reported Transaction was incorrectly reported earlier.

Read SEC document
June 09, 2025 Filed Jun 12, 2025 16:19 UTC GrantCommon Stock - Series A 4,669 $5.21 $24,325.49
Disclosure

SEC source: 0001437749-25-020160 · rdgdoc.xml · nonDerivative · entry 1

Piliptchak Elena · CIK 0002024325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,068

Read SEC document
June 09, 2025 Filed Jun 12, 2025 16:17 UTC
KATZ GARY MORRISChief Investment Officer
GrantCommon Stock - Series A 30,000 $5.21 $156,300.00
Disclosure

SEC source: 0001437749-25-020159 · rdgdoc.xml · nonDerivative · entry 1

KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,775

Read SEC document
June 09, 2025 Filed Jun 12, 2025 16:15 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
GrantCommon Stock - Series A 20,000 $5.21 $104,200.00
Disclosure

SEC source: 0001437749-25-020158 · rdgdoc.xml · nonDerivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,507

Read SEC document
June 09, 2025 Filed Jun 12, 2025 16:14 UTC GrantCommon Stock - Series A 3,125 $5.21 $16,281.25
Disclosure

SEC source: 0001437749-25-020157 · rdgdoc.xml · nonDerivative · entry 1

Hager Tracie Jan · CIK 0001967455 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,458

Read SEC document
June 09, 2025 Filed Jun 12, 2025 16:13 UTC GrantCommon Stock - Series A 3,125 $5.21 $16,281.25
Disclosure

SEC source: 0001437749-25-020156 · rdgdoc.xml · nonDerivative · entry 1

DURFEY JAMES ROBERT · CIK 0001797416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,669

Read SEC document
June 09, 2025 Filed Jun 12, 2025 16:11 UTC
Bentzen Edwin H IVChief Financial Officer
GrantCommon Stock - Series A 15,000 $5.21 $78,150.00
Disclosure

SEC source: 0001437749-25-020155 · rdgdoc.xml · nonDerivative · entry 1

Bentzen Edwin H IV · CIK 0001695081 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,307

Read SEC document
June 09, 2025 Filed Jun 12, 2025 16:10 UTC GrantCommon Stock - Series A 3,125 $5.21 $16,281.25
Disclosure

SEC source: 0001437749-25-020154 · rdgdoc.xml · nonDerivative · entry 1

BARNES JENNIFER A · CIK 0001806097 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,558

Read SEC document
June 05, 2025 Filed Jun 5, 2025 21:13 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 2,736 $0.03 Strike: $7.00 $87.55
Disclosure

SEC source: 0001437749-25-019581 · rdgdoc.xml · derivative · entry 3

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,109,221

Underlying: SQFT Common Stock - Series A · 2,736 shares

Expires 2027-01-24

Read SEC document
June 03, 2025 Filed Jun 5, 2025 21:13 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 400 $0.03 Strike: $7.00 $12.80
Disclosure

SEC source: 0001437749-25-019581 · rdgdoc.xml · derivative · entry 2

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,106,485

Underlying: SQFT Common Stock - Series A · 400 shares

Expires 2027-01-24

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June 02, 2025 Filed Jun 5, 2025 21:13 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 1,900 $0.03 Strike: $7.00 $62.70
Disclosure

SEC source: 0001437749-25-019581 · rdgdoc.xml · derivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,106,085

Underlying: SQFT Common Stock - Series A · 1,900 shares

Expires 2027-01-24

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May 30, 2025 Filed Jun 3, 2025 21:07 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 28,963 $0.03 Strike: $7.00 $868.89
Disclosure

SEC source: 0001437749-25-019321 · rdgdoc.xml · derivative · entry 2

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,104,185

Underlying: SQFT Common Stock - Series A · 28,963 shares

Expires 2027-01-24

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May 29, 2025 Filed Jun 3, 2025 21:07 UTC
Heilbron Jack KendrickDirector · Chief Executive Officer
PurchaseCommon Stock - Warrants · Derivative 30,762 $0.03 Strike: $7.00 $1,015.15
Disclosure

SEC source: 0001437749-25-019321 · rdgdoc.xml · derivative · entry 1

Heilbron Jack Kendrick · CIK 0001437208 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Various

Disclosed balance after: 52,262

Underlying: SQFT Common Stock - Series A · 30,762 shares

Expires 2027-01-24

F1 · ownership.nature: Shares of the Series A Common Stock Warrants are held indirectly through Mr. Heilbron's wife (10,700), Puppy Toes, Inc. (10,655), Centurion Counsel, Inc. (238) and for the benefits of Mr. Heilbron's grandchildren (600).

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.