Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Envela CorpELA · Entity 5788 | Director | November 29, 2023 | November 30, 2023 |
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.
Envela Corp
Report date November 29, 2023 · Filed November 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 170,000 |
Reported balance
After 2023-11-29 transaction · row 1
1 source rowRow 1 · 2023-11-29 · Purchase · Acquired 432 · Balance 170,000 |
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 |
|---|---|---|---|---|---|---|
| November 29, 2023 Filed Nov 29, 2023 17:27 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 400 | $4.25 | $1,700.00 |
DisclosureSEC source: 0001654954-23-014904 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,568 Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 14:37 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 432 | $4.27 | $1,844.64 |
DisclosureSEC source: 0001654954-23-014943 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,000 Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 14:58 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 850 | $3.38 | $2,873.00 |
DisclosureSEC source: 0001654954-23-014400 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,168 Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 18:59 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 300 | $5.55 | $1,665.00 |
DisclosureSEC source: 0001654954-23-011137 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,318 Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 14:39 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,516 | $5.55 | $13,963.80 |
DisclosureSEC source: 0001654954-23-010537 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,016 Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 14:01 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 200 | $7.61 | $1,522.00 |
DisclosureSEC source: 0001654954-23-008046 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,500 Read SEC document |
| May 25, 2023 Filed May 26, 2023 14:07 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,200 | $6.95 | $8,340.00 |
DisclosureSEC source: 0001654954-23-007262 · section16.xml · nonDerivative · entry 3 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,300 Read SEC document |
| May 25, 2023 Filed May 26, 2023 14:07 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 100 | $6.94 | $694.00 |
DisclosureSEC source: 0001654954-23-007262 · section16.xml · nonDerivative · entry 2 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,100 Read SEC document |
| May 25, 2023 Filed May 26, 2023 14:07 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $6.93 | $6,930.00 |
DisclosureSEC source: 0001654954-23-007262 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,000 Read SEC document |
| May 22, 2023 Filed May 23, 2023 13:49 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $6.73 | $6,730.00 |
DisclosureSEC source: 0001654954-23-007070 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,000 Read SEC document |
| May 15, 2023 Filed May 17, 2023 19:31 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $6.85 | $6,850.00 |
DisclosureSEC source: 0001654954-23-006789 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,000 Read SEC document |
| December 07, 2022 Filed Dec 8, 2022 20:09 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,500 | $5.52 | $13,800.00 |
DisclosureSEC source: 0001654954-22-016248 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,000 Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 17:28 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,500 | $5.45 | $13,625.00 |
DisclosureSEC source: 0001654954-22-016161 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,500 Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 15:42 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,000 | $5.22 | $10,440.00 |
DisclosureSEC source: 0001654954-22-015940 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,000 Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 14:35 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,000 | $5.37 | $10,740.00 |
DisclosureSEC source: 0001654954-22-015867 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,000 Read SEC document |
| November 23, 2022 Filed Nov 28, 2022 17:10 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,000 | $5.40 | $10,800.00 |
DisclosureSEC source: 0001654954-22-015770 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,000 Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 15:06 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 370 | $5.16 | $1,909.20 |
DisclosureSEC source: 0001654954-22-015678 · section16.xml · nonDerivative · entry 3 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 15:06 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 3,000 | $5.19 | $15,570.00 |
DisclosureSEC source: 0001654954-22-015678 · section16.xml · nonDerivative · entry 2 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,630 Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 15:06 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $5.07 | $5,070.00 |
DisclosureSEC source: 0001654954-22-015678 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,630 Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 14:48 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $5.19 | $5,190.00 |
DisclosureSEC source: 0001654954-22-015644 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,630 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 13:36 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,500 | $4.85 | $12,125.00 |
DisclosureSEC source: 0001654954-22-015596 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,630 Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 13:30 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 800 | $4.85 | $3,880.00 |
DisclosureSEC source: 0001654954-22-015529 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,130 Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 19:19 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,000 | $4.90 | $9,800.00 |
DisclosureSEC source: 0001654954-22-015417 · section16.xml · nonDerivative · entry 3 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,330 Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 19:19 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 204 | $4.91 | $1,001.64 |
DisclosureSEC source: 0001654954-22-015417 · section16.xml · nonDerivative · entry 2 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,330 Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 19:19 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,250 | $4.84 | $10,890.00 |
DisclosureSEC source: 0001654954-22-015417 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,126 Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 19:30 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 100 | $6.80 | $680.00 |
DisclosureSEC source: 0001654954-22-012666 · section16.xml · nonDerivative · entry 2 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,876 Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 19:30 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 500 | $6.75 | $3,375.00 |
DisclosureSEC source: 0001654954-22-012666 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,776 Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 19:39 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,250 | $8.05 | $10,062.50 |
DisclosureSEC source: 0001654954-22-011462 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,276 Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 18:09 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $4.40 | $4,400.00 |
DisclosureSEC source: 0001654954-22-003758 · primary_doc.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,026 Read SEC document |
| March 22, 2022 Filed Mar 22, 2022 18:36 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,671 | $4.37 | $7,302.27 |
DisclosureSEC source: 0001654954-22-003558 · section16.xml · nonDerivative · entry 2 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,026 Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 18:36 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $4.45 | $4,450.00 |
DisclosureSEC source: 0001654954-22-003558 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,355 Read SEC document |
| May 26, 2021 Filed May 26, 2021 21:25 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,300 | $4.38 | $10,074.00 |
DisclosureSEC source: 0001654954-21-006310 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,355 Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 20:08 UTC | Envela Corp ELA · Entity 5788 | OtherCommon Stock | 100,000 | $0.39 | $38,500.00 |
DisclosureSEC source: 0001654954-20-010111 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,055 F1 · kind: Represents acquisition of pledged securities supporting an obligation under a promissory note. Read SEC document |
| September 04, 2020 Filed Sep 4, 2020 15:23 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon stock | 600 | $3.17 | $1,902.00 |
DisclosureSEC source: 0001654954-20-009827 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,055 Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 15:55 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 700 | $4.28 | $2,996.00 |
DisclosureSEC source: 0001654954-20-008916 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,455 Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 20:50 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 100 | $3.52 | $352.00 |
DisclosureSEC source: 0001654954-20-006653 · section16.xml · nonDerivative · entry 3 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,755 Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 20:50 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 20 | $3.57 | $71.40 |
DisclosureSEC source: 0001654954-20-006653 · section16.xml · nonDerivative · entry 2 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,635 Read SEC document |
| June 10, 2020 Filed Jun 15, 2020 20:50 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 2,350 | $4.11 | $9,658.50 |
DisclosureSEC source: 0001654954-20-006653 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,655 Read SEC document |
| May 14, 2020 Filed May 15, 2020 19:13 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 193 | $3.32 | $640.76 |
DisclosureSEC source: 0001654954-20-005607 · section16.xml · nonDerivative · entry 2 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,285 Read SEC document |
| May 14, 2020 Filed May 15, 2020 19:13 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,807 | $3.33 | $6,017.31 |
DisclosureSEC source: 0001654954-20-005607 · section16.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,092 Read SEC document |
| December 12, 2019 Filed Dec 12, 2019 19:22 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 21,739 | $1.46 | $31,738.94 |
DisclosureSEC source: 0001493152-19-019089 · ownership.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,285 Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 16:12 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 746 | $1.30 | $969.80 |
DisclosureSEC source: 0001493152-19-014081 · ownership.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546 Read SEC document |
| September 11, 2019 Filed Sep 11, 2019 22:33 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 185 | $1.27 | $234.95 |
DisclosureSEC source: 0001493152-19-014004 · ownership.xml · nonDerivative · entry 2 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Read SEC document |
| September 11, 2019 Filed Sep 11, 2019 22:33 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 615 | $1.22 | $750.30 |
DisclosureSEC source: 0001493152-19-014004 · ownership.xml · nonDerivative · entry 1 DeStefano Allison M · CIK 0001736247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615 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.