Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Data Storage CorpDTST · Entity 8137 | Director | September 10, 2026 | September 12, 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.
Data Storage Corp
Report date September 10, 2026 · Filed September 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,009 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 3,991 · Balance 18,009 F1: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations of Clifford Stein (the "Reporting Person"). F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.98 through $3.0816. The Reporting Person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations of Clifford Stein (the "Reporting Person").
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.98 through $3.0816. The Reporting Person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.
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 10, 2026 Filed Sep 12, 2026 00:32 UTC | Data Storage Corp DTST · Entity 8137 | SaleCommon Stock | 3,991 | $3.05 | $12,172.55 |
DisclosureSEC source: 0001731122-26-001230 · ownership.xml · nonDerivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,009 F1 · shares: Represents shares of the Issuer's common stock sold to satisfy tax withholding obligations of Clifford Stein (the "Reporting Person"). F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.98 through $3.0816. The Reporting Person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 23:30 UTC | Data Storage Corp DTST · Entity 8137 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001731122-26-001201 · ownership.xml · derivative · entry 3 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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 · security: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · shares: Represents shares of common stock underlying the RSUs granted to the Reporting Person on January 29, 2026. The RSUs vested in full on September 2, 2026, the date of the Issuer's 2026 Annual Meeting of Stockholders. F2 · derivative.exercise_date: Represents shares of common stock underlying the RSUs granted to the Reporting Person on January 29, 2026. The RSUs vested in full on September 2, 2026, the date of the Issuer's 2026 Annual Meeting of Stockholders. F2 · derivative.expiration_date: Represents shares of common stock underlying the RSUs granted to the Reporting Person on January 29, 2026. The RSUs vested in full on September 2, 2026, the date of the Issuer's 2026 Annual Meeting of Stockholders. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 23:30 UTC | Data Storage Corp DTST · Entity 8137 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731122-26-001201 · ownership.xml · nonDerivative · entry 2 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,000 F1 · shares: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3 · shares: Represents the shares of the Issuer's common stock underlying a RSU grant to the Reporting Person on September 2, 2026, which RSUs will vest in full on the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service to the Issuer through the vesting date. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 23:30 UTC | Data Storage Corp DTST · Entity 8137 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731122-26-001201 · ownership.xml · nonDerivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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. F1 · shares: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · shares: Represents shares of common stock underlying the RSUs granted to the Reporting Person on January 29, 2026. The RSUs vested in full on September 2, 2026, the date of the Issuer's 2026 Annual Meeting of Stockholders. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 22:22 UTC | Data Storage Corp DTST · Entity 8137 | GrantRestricted Stock Unit · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731122-26-000165 · ownership.xml · derivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · security: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_price: Represents the shares of the Issuer's common stock underlying a RSU grant to the Reporting Person on January 29, 2026, which RSUs vest in full on the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continued service to the Issuer through the vesting date. F2 · derivative.exercise_date: Represents the shares of the Issuer's common stock underlying a RSU grant to the Reporting Person on January 29, 2026, which RSUs vest in full on the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continued service to the Issuer through the vesting date. F2 · derivative.expiration_date: Represents the shares of the Issuer's common stock underlying a RSU grant to the Reporting Person on January 29, 2026, which RSUs vest in full on the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continued service to the Issuer through the vesting date. Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 22:31 UTC | Data Storage Corp DTST · Entity 8137 | Disposition to issuerCommon Stock | 280,850 | $5.20 | $1,460,420.00 |
DisclosureSEC source: 0001731122-26-000089 · ownership.xml · nonDerivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents sale of shares to issuer pursuant to issuer tender offer exempt under Rule 16b-3. Read SEC document |
| June 02, 2025 Filed Jun 12, 2025 01:29 UTC | Data Storage Corp DTST · Entity 8137 | GrantCommon Stock | 7,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001731122-25-000861 · ownership.xml · nonDerivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,850 F1 · security: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · shares: Represents shares of the Issuer's common stock, par value $0.001 per share, underlying an RSU granted to the Reporting Person on June 2, 2025, which RSU vested in full immediately upon grant. Read SEC document |
| June 30, 2024 Filed Jul 3, 2024 01:40 UTC | Data Storage Corp DTST · Entity 8137 | GrantStock Options · Derivative | 2,500 | $0.00 Strike: $6.56 | $0.00 |
DisclosureSEC source: 0001731122-24-001070 · ownership.xml · derivative · entry 2 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2034-06-30 F2 · derivative.exercise_date: These options ("Options") vest and become exercisable in three equal annual installments over the three-year period measured from June 30, 2024, vesting commencing on June 30, 2025. These Options will expire on June 30, 2034. Read SEC document |
| June 30, 2024 Filed Jul 3, 2024 01:40 UTC | Data Storage Corp DTST · Entity 8137 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001731122-24-001070 · ownership.xml · nonDerivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,935 F1 · shares: Represents the shares of the Issuer's common stock underlying a grant of a restricted stock unit ("RSU"), to Mr. Stein on June 30, 2024, which RSUs vest on the one-year anniversary of the date of grant. RSUs convert into common stock on a one-for-one basis and represent a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 10:08 UTC | Data Storage Corp DTST · Entity 8137 | GrantStock Options · Derivative | 2,500 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001731122-24-000580 · ownership.xml · derivative · entry 2 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2034-03-30 F2 · derivative.exercise_date: These options ("Options") vest and become exercisable in three equal annual installments over the three-year period measured from March 31, 2024, vesting commencing on March 31, 2025. These Options will expire on March 30, 2034. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 10:08 UTC | Data Storage Corp DTST · Entity 8137 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001731122-24-000580 · ownership.xml · nonDerivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,435 F1 · shares: Represents the shares of the Issuer's common stock underlying a grant of a restricted stock unit ("RSU"), to Mr. Stein on March 31, 2024, which RSUs vest on the one-year anniversary of the date of grant. RSUs convert into common stock on a one-for-one basis and represent a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 11, 2019 Filed Feb 14, 2020 23:06 UTC | Data Storage Corp DTST · Entity 8137 | GrantStock Options · Derivative | 100,000 | $0.05 Strike: $0.05 | $5,400.00 |
DisclosureSEC source: 0001731122-20-000141 · ownership.xml · derivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2029-12-10 F1 · shares: 33,333 of the options will vest on December 11, 2020, 33,333 of the options will vest on December 11, 2021, and the remaining 33,334 options will vest on December 11, 2022. F1 · derivative.underlying_shares: 33,333 of the options will vest on December 11, 2020, 33,333 of the options will vest on December 11, 2021, and the remaining 33,334 options will vest on December 11, 2022. F1 · balance_after: 33,333 of the options will vest on December 11, 2020, 33,333 of the options will vest on December 11, 2021, and the remaining 33,334 options will vest on December 11, 2022. Read SEC document |
| December 14, 2017 Filed Feb 19, 2020 18:47 UTC | Data Storage Corp DTST · Entity 8137 | GrantStock Options · Derivative | 66,666 | $0.05 Strike: $0.05 | $3,333.30 |
DisclosureSEC source: 0001731122-20-000190 · ownership.xml · derivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,666 Underlying: Common Stock · 66,666 shares Expires 2027-12-21 F1 · shares: 22,222 of the options vested on December 14, 2018, 22,222 of the options vested on December 14, 2019, and the remaining 22,222 options will vest on December 14, 2020. F1 · derivative.underlying_shares: 22,222 of the options vested on December 14, 2018, 22,222 of the options vested on December 14, 2019, and the remaining 22,222 options will vest on December 14, 2020. F1 · balance_after: 22,222 of the options vested on December 14, 2018, 22,222 of the options vested on December 14, 2019, and the remaining 22,222 options will vest on December 14, 2020. Read SEC document |
| December 22, 2015 Filed Feb 19, 2020 18:46 UTC | Data Storage Corp DTST · Entity 8137 | GrantStock Options · Derivative | 66,666 | $0.35 Strike: $0.35 | $23,333.10 |
DisclosureSEC source: 0001731122-20-000189 · ownership.xml · derivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,666 Underlying: Common Stock · 66,666 shares Expires 2025-12-21 F1 · shares: 22,222 of the options vested on December 22, 2016, 22,222 of the options vested on December 22, 2017, and the remaining 22,222 options vested on December 22, 2018. F1 · derivative.underlying_shares: 22,222 of the options vested on December 22, 2016, 22,222 of the options vested on December 22, 2017, and the remaining 22,222 options vested on December 22, 2018. F1 · balance_after: 22,222 of the options vested on December 22, 2016, 22,222 of the options vested on December 22, 2017, and the remaining 22,222 options vested on December 22, 2018. Read SEC document |
| December 13, 2013 Filed Feb 19, 2020 18:44 UTC | Data Storage Corp DTST · Entity 8137 | GrantStock Options · Derivative | 33,333 | $0.15 Strike: $0.15 | $4,999.95 |
DisclosureSEC source: 0001731122-20-000188 · ownership.xml · derivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 33,333 shares Expires 2023-12-13 F1 · shares: 11,111 of the options vested on December 13, 2014, 11,111 of the options vested on December 13, 2015, and the remaining 11,111 options vested on December 13, 2016. F1 · derivative.underlying_shares: 11,111 of the options vested on December 13, 2014, 11,111 of the options vested on December 13, 2015, and the remaining 11,111 options vested on December 13, 2016. F1 · balance_after: 11,111 of the options vested on December 13, 2014, 11,111 of the options vested on December 13, 2015, and the remaining 11,111 options vested on December 13, 2016. Read SEC document |
| December 11, 2012 Filed Feb 19, 2020 18:44 UTC | Data Storage Corp DTST · Entity 8137 | GrantStock Options · Derivative | 33,333 | $0.15 Strike: $0.15 | $4,999.95 |
DisclosureSEC source: 0001731122-20-000187 · ownership.xml · derivative · entry 1 Stein Clifford · CIK 0001535036 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 33,333 shares Expires 2022-12-10 F1 · shares: One hundred percent of the options vested on March 11, 2013. F1 · derivative.underlying_shares: One hundred percent of the options vested on March 11, 2013. F1 · balance_after: One hundred percent of the options vested on March 11, 2013. 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.