Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Charlie's Holdings, Inc.CHUC · Entity 7095 | Chief Financial Officer | 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.
Charlie's 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 | 3,325,409 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 500,000 · Balance 3,325,409 F1: Represents shares of restricted stock granted pursuant to the Issuer's 2019 Omnibus Equity Incentive Plan. The shares will vest in two equal annual installments on the first and second anniversaries of the grant, subject to continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock granted pursuant to the Issuer's 2019 Omnibus Equity Incentive Plan. The shares will vest in two equal annual installments on the first and second anniversaries of the grant, subject to continued service.
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 |
|---|---|---|---|---|---|---|
| September 03, 2026 Filed Sep 4, 2026 21:54 UTC | Charlie's Holdings, Inc. CHUC · Entity 7095 | GrantCommon Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-001770 · form4.xml · nonDerivative · entry 1 Montesano Matthew P · CIK 0001858326 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,325,409 F1 · shares: Represents shares of restricted stock granted pursuant to the Issuer's 2019 Omnibus Equity Incentive Plan. The shares will vest in two equal annual installments on the first and second anniversaries of the grant, subject to continued service. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 22:25 UTC | Charlie's Holdings, Inc. CHUC · Entity 7095 | PurchaseCommon Stock | 100,000 | $0.20 | $20,000.00 |
DisclosureSEC source: 0000897069-26-000326 · form4.xml · nonDerivative · entry 1 Montesano Matthew P · CIK 0001858326 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,825,409 Read SEC document |
| April 11, 2025 Filed Apr 11, 2025 21:27 UTC | Charlie's Holdings, Inc. CHUC · Entity 7095 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000801 · form4.xml · nonDerivative · entry 1 Montesano Matthew P · CIK 0001858326 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,725,409 F1 · shares: Represents shares of restricted stock granted pursuant to the Issuer's 2019 Omnibus Equity Incentive Plan. The shares will vest in two equal annual installments on the first and second anniversaries of the grant, subject to continued service. Read SEC document |
| November 24, 2023 Filed Nov 24, 2023 22:00 UTC | Charlie's Holdings, Inc. CHUC · Entity 7095 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-001658 · form4.xml · nonDerivative · entry 1 Montesano Matthew P · CIK 0001858326 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,625,409 F1 · shares: Represents shares of restricted stock granted pursuant to the Issuer's 2019 Omnibus Equity Incentive Plan. The shares will vest in two equal annual installments on the first and second anniversaries of the grant, subject to continued service. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 21:22 UTC | Charlie's Holdings, Inc. CHUC · Entity 7095 | GrantCommon Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000637 · doc1.xml · nonDerivative · entry 1 Montesano Matthew P · CIK 0001858326 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,525,409 F1 · shares: Represents shares of restricted stock granted pursuant to the Issuer's 2019 Omnibus Equity Incentive Plan. The shares will vest in two equal annual installments on the first and second anniversaries of the grant, subject to continued service. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:40 UTC | Charlie's Holdings, Inc. CHUC · Entity 7095 | PurchaseCommon Stock | 50,000 | $0.17 | $8,645.00 |
DisclosureSEC source: 0001567619-22-021112 · doc1.xml · nonDerivative · entry 1 Montesano Matthew P · CIK 0001858326 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,025,409 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:46 UTC | Charlie's Holdings, Inc. CHUC · Entity 7095 | GrantCommon Stock | 565,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-002551 · form4-03042022_010334.xml · nonDerivative · entry 1 Montesano Matthew P · CIK 0001858326 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,975,409 F1 · shares: Represents shares of restricted stock granted pursuant to the Issuer's 2019 Omnibus Equity Incentive Plan. The shares will no longer be subject to forfeiture in three equal annual installments, beginning on the first anniversary of the grant, subject to continued service. 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.