Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Soluna Holdings, IncSLNH · Entity 6098 | Director | September 03, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Soluna Holdings, Inc
Report date September 03, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,279,985 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Sale · Disposed 12,037 · Balance 2,279,985 F1: Represents the average sales price of shares sold ranging from $1.11- $1.125 per share Common Stock. Mr. Phelan undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold in each separate lot. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the average sales price of shares sold ranging from $1.11- $1.125 per share Common Stock. Mr. Phelan undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares sold in each separate lot.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 02, 2021 Filed Feb 4, 2021 18:42 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | Exercise / conversionCommon Stock | 15,000 | $1.20 | $18,000.00 |
DisclosureSEC source: 0001311899-21-000002 · primary_doc.xml · nonDerivative · entry 4 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 18:42 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | Exercise / conversionCommon Stock | 13,000 | $1.08 | $14,040.00 |
DisclosureSEC source: 0001311899-21-000002 · primary_doc.xml · nonDerivative · entry 3 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 18:42 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | Exercise / conversionCommon Stock | 12,500 | $0.52 | $6,500.00 |
DisclosureSEC source: 0001311899-21-000002 · primary_doc.xml · nonDerivative · entry 2 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 18:42 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | Exercise / conversionCommon Stock | 12,500 | $0.29 | $3,625.00 |
DisclosureSEC source: 0001311899-21-000002 · primary_doc.xml · nonDerivative · entry 1 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 22:16 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | Exercise / conversionRestricted Stock Awards · Derivative | 17,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001311899-21-000001 · primary_doc.xml · derivative · entry 2 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The reporting person was granted 35,000 shares of restricted stock on January 14, 2020, of which 17,500 vested on January 14, 2021, as reported in Table I on this Form 4. The remaining unvested shares of common stock will vest on January 14, 2022, assuming the reporting person is a director of the Issuer on such date. F1 · derivative.expiration_date: The reporting person was granted 35,000 shares of restricted stock on January 14, 2020, of which 17,500 vested on January 14, 2021, as reported in Table I on this Form 4. The remaining unvested shares of common stock will vest on January 14, 2022, assuming the reporting person is a director of the Issuer on such date. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 22:16 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | Exercise / conversionCommon Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001311899-21-000001 · primary_doc.xml · nonDerivative · entry 1 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 17:53 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | PurchaseCommon Stock | 29,512 | $1.50 | $44,268.00 |
DisclosureSEC source: 0001003297-16-000870 · phelan.xml · nonDerivative · entry 3 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 17:53 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | PurchaseCommon Stock | 70,488 | $1.50 | $105,732.00 |
DisclosureSEC source: 0001003297-16-000870 · phelan.xml · nonDerivative · entry 2 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,488 F2 · price: Represents the average purchase price of shares acquired in thirty-one lots with a share price range of $1.40-$1.50 per share. Mr. Phelan undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares purchased at each separate price. Read SEC document |
| August 10, 2016 Filed Nov 2, 2016 17:53 UTC | Soluna Holdings, Inc MKTY · Entity 6098 | PurchaseCommon Stock | 10,000 | $0.89 | $8,900.00 |
DisclosureSEC source: 0001003297-16-000870 · phelan.xml · nonDerivative · entry 1 Phelan William P · CIK 0001311899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · price: Represents the average purchase price of shares acquired in two lots with a share price range of $0.84-$0.90 per share. Mr. Phelan undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of shares purchased at each separate price. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.