Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Envela CorpELA · Entity 5788 | CFO | November 27, 2023 | November 27, 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 27, 2023 · Filed November 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,137 |
Reported balance
After 2023-11-27 transaction · row 1
1 source rowRow 1 · 2023-11-27 · Purchase · Acquired 220 · Balance 52,137 |
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 27, 2023 Filed Nov 27, 2023 16:57 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 220 | $4.15 | $913.00 |
DisclosureSEC source: 0001654954-23-014781 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,137 Read SEC document |
| August 09, 2023 Filed Aug 9, 2023 15:28 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 208 | $5.60 | $1,164.80 |
DisclosureSEC source: 0001654954-23-010347 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,917 Read SEC document |
| May 08, 2023 Filed May 8, 2023 18:48 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 357 | $6.44 | $2,299.08 |
DisclosureSEC source: 0001654954-23-005894 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,709 Read SEC document |
| November 07, 2022 Filed Nov 7, 2022 20:12 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 225 | $4.57 | $1,028.25 |
DisclosureSEC source: 0001654954-22-014774 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,352 Read SEC document |
| August 24, 2022 Filed Aug 24, 2022 15:18 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 200 | $7.72 | $1,544.00 |
DisclosureSEC source: 0001654954-22-011744 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,127 Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 13:35 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 731 | $4.28 | $3,128.68 |
DisclosureSEC source: 0001654954-22-003542 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,927 Read SEC document |
| August 09, 2021 Filed Aug 10, 2021 16:06 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 650 | $4.71 | $3,061.50 |
DisclosureSEC source: 0001654954-21-008667 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,196 Read SEC document |
| May 10, 2021 Filed May 11, 2021 13:30 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,093 | $4.02 | $4,393.86 |
DisclosureSEC source: 0001654954-21-005394 · section16.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Family Disclosed balance after: 49,546 Read SEC document |
| May 10, 2021 Filed May 11, 2021 13:30 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 960 | $4.01 | $3,849.60 |
DisclosureSEC source: 0001654954-21-005394 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,453 Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:47 UTC | Envela Corp ELA · Entity 5788 | SaleCommon Stock | 3,600 | $4.25 | $15,300.00 |
DisclosureSEC source: 0001654954-20-013749 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,493 Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 18:15 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon stock | 56 | $4.26 | $238.56 |
DisclosureSEC source: 0001654954-20-012442 · section16.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,093 Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 18:15 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon stock | 188 | $4.21 | $791.48 |
DisclosureSEC source: 0001654954-20-012442 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,037 Read SEC document |
| October 30, 2020 Filed Oct 30, 2020 15:25 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 115 | $4.25 | $488.75 |
DisclosureSEC source: 0001654954-20-011633 · section16.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Family Disclosed balance after: 50,849 Read SEC document |
| October 30, 2020 Filed Oct 30, 2020 15:25 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 200 | $4.27 | $854.00 |
DisclosureSEC source: 0001654954-20-011633 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,734 Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 12:45 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 128 | $4.07 | $520.96 |
DisclosureSEC source: 0001654954-20-010813 · section16.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Family Disclosed balance after: 50,534 Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 12:45 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 123 | $4.06 | $499.38 |
DisclosureSEC source: 0001654954-20-010813 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,406 Read SEC document |
| September 03, 2020 Filed Sep 4, 2020 12:00 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 310 | $3.23 | $1,001.30 |
DisclosureSEC source: 0001654954-20-009821 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,283 Read SEC document |
| August 31, 2020 Filed Aug 31, 2020 16:04 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon stock | 5 | $3.82 | $19.10 |
DisclosureSEC source: 0001654954-20-009639 · section16.xml · nonDerivative · entry 3 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,973 Read SEC document |
| August 31, 2020 Filed Aug 31, 2020 16:04 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon stock | 66 | $3.84 | $253.44 |
DisclosureSEC source: 0001654954-20-009639 · section16.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,968 Read SEC document |
| August 31, 2020 Filed Aug 31, 2020 16:04 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 197 | $3.80 | $748.60 |
DisclosureSEC source: 0001654954-20-009639 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,902 Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 15:07 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 278 | $4.06 | $1,128.68 |
DisclosureSEC source: 0001654954-20-009446 · section16.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Family Disclosed balance after: 49,705 Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 15:07 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 124 | $4.06 | $503.44 |
DisclosureSEC source: 0001654954-20-009446 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,427 Read SEC document |
| July 17, 2020 Filed Jul 20, 2020 12:53 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 255 | $3.91 | $997.05 |
DisclosureSEC source: 0001654954-20-007817 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,303 Read SEC document |
| May 14, 2020 Filed May 15, 2020 13:04 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 250 | $3.18 | $795.00 |
DisclosureSEC source: 0001654954-20-005554 · section16.xml · nonDerivative · entry 3 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Parents Disclosed balance after: 49,048 Read SEC document |
| May 14, 2020 Filed May 15, 2020 13:04 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 760 | $3.19 | $2,424.40 |
DisclosureSEC source: 0001654954-20-005554 · section16.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,798 Read SEC document |
| May 14, 2020 Filed May 15, 2020 13:04 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 435 | $3.18 | $1,383.30 |
DisclosureSEC source: 0001654954-20-005554 · section16.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,038 Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 16:53 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $3.00 | $3,000.00 |
DisclosureSEC source: 0001493152-20-006520 · ownership.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Parents Disclosed balance after: 47,603 Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 16:53 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 335 | $2.99 | $1,001.65 |
DisclosureSEC source: 0001493152-20-006520 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,603 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 18:44 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $2.45 | $2,450.00 |
DisclosureSEC source: 0001493152-20-004213 · ownership.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Parents Disclosed balance after: 46,268 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 18:44 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 399 | $2.45 | $977.55 |
DisclosureSEC source: 0001493152-20-004213 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,268 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 11:11 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $2.39 | $2,390.00 |
DisclosureSEC source: 0001493152-20-002625 · ownership.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Parents Disclosed balance after: 44,869 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 11:11 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 515 | $2.38 | $1,225.70 |
DisclosureSEC source: 0001493152-20-002625 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,869 Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 15:43 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $1.45 | $1,450.00 |
DisclosureSEC source: 0001493152-20-000605 · ownership.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Parents Disclosed balance after: 43,354 Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 15:43 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 325 | $1.45 | $471.25 |
DisclosureSEC source: 0001493152-20-000605 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,354 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 19:43 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 1,000 | $1.40 | $1,400.00 |
DisclosureSEC source: 0001493152-19-019270 · ownership.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Parents Disclosed balance after: 42,029 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 19:43 UTC | Envela Corp ELA · Entity 5788 | PurchaseCommon Stock | 300 | $1.43 | $429.00 |
DisclosureSEC source: 0001493152-19-019270 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,029 Read SEC document |
| November 15, 2019 Filed Nov 15, 2019 20:25 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 1,000 | $1.57 | $1,570.00 |
DisclosureSEC source: 0001493152-19-017732 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,729 Read SEC document |
| September 16, 2019 Filed Oct 17, 2019 17:20 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 1,000 | $1.17 | $1,170.00 |
DisclosureSEC source: 0001493152-19-015604 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,729 Read SEC document |
| August 26, 2019 Filed Aug 26, 2019 18:50 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 1,600 | $0.97 | $1,552.00 |
DisclosureSEC source: 0001493152-19-013366 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,729 Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 10:10 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 3,100 | $0.42 | $1,302.00 |
DisclosureSEC source: 0001493152-19-004347 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,129 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 13:58 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 3,600 | $0.42 | $1,512.00 |
DisclosureSEC source: 0001493152-19-002396 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,029 Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 18:12 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 1,300 | $0.43 | $559.00 |
DisclosureSEC source: 0001493152-19-001011 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,429 Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 19:45 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 2,000 | $0.45 | $900.00 |
DisclosureSEC source: 0001493152-19-000896 · ownership.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,129 Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 19:45 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 129 | $0.43 | $55.47 |
DisclosureSEC source: 0001493152-19-000896 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,129 Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 16:15 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 1,300 | $0.41 | $533.00 |
DisclosureSEC source: 0001493152-18-018036 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 17:13 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 2,800 | $0.46 | $1,288.00 |
DisclosureSEC source: 0001493152-18-017372 · ownership.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,700 Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 17:13 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 2,545 | $0.43 | $1,094.35 |
DisclosureSEC source: 0001493152-18-017372 · ownership.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,900 Read SEC document |
| May 15, 2018 Filed May 15, 2018 17:08 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 1,320 | $0.75 | $990.00 |
DisclosureSEC source: 0001493152-18-006959 · form4.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,355 Read SEC document |
| March 23, 2018 Filed Mar 23, 2018 15:32 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 2,215 | $0.90 | $1,993.50 |
DisclosureSEC source: 0001144204-18-016609 · tv489389_form4.xml · nonDerivative · entry 2 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,035 Read SEC document |
| March 22, 2018 Filed Mar 23, 2018 15:32 UTC | Envela Corp DGSE · Entity 5788 | PurchaseCommon Stock | 1,220 | $0.87 | $1,061.40 |
DisclosureSEC source: 0001144204-18-016609 · tv489389_form4.xml · nonDerivative · entry 1 Pedersen Bret Allen · CIK 0001692700 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,820 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.