Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Simply, Inc.SIMP · Entity 130992 | Director · Chairman of the Board | November 01, 2021 | November 03, 2021 |
| ZeroStack Corp.FLGC · Entity 6855 | Director · Chairman | November 15, 2023 | November 15, 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.
Simply, Inc.
Report date November 01, 2021 · Filed November 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 297,463 |
Reported balance
After 2021-11-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-11-01 · Grant · Acquired 175,000 · Balance 297,463 F1: Represents restricted stock grant which vests as follows: 43,750 shares vest on each of November 1, 2021, February 1, 2022, May 1, 2022, and August 1, 2022. F2: Total shares adjusted to reflect 1-for-10 reverse stock split effected by the Issuer on October 14, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock grant which vests as follows: 43,750 shares vest on each of November 1, 2021, February 1, 2022, May 1, 2022, and August 1, 2022.
F2: Total shares adjusted to reflect 1-for-10 reverse stock split effected by the Issuer on October 14, 2020.
ZeroStack Corp.
Report date November 15, 2023 · Filed November 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 124,186 |
Reported balance
After 2023-11-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-11-15 · Grant · Acquired 124,186 · Balance 124,186 F1: Represents grant of restricted shares which vest on January 1, 2024. F2: Total reflects 20:1 reverse stock split effected by the Issuer on June 7, 2023. |
| Common SharesSEC Table I · non-derivative | IndirectSee foonote | 14,550 |
Reported balance
Holding disclosure · report date 2023-11-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,550 F3: Held by Taylor Capital LLC, a company in which the Reporting Person has sole voting and dispositive control over the shares. The Reporting Person disclaims beneficial ownership of the shares owned by Taylor Capital LLC except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted shares which vest on January 1, 2024.
F2: Total reflects 20:1 reverse stock split effected by the Issuer on June 7, 2023.
F3: Held by Taylor Capital LLC, a company in which the Reporting Person has sole voting and dispositive control over the shares. The Reporting Person disclaims beneficial ownership of the shares owned by Taylor Capital LLC except to the extent of his pecuniary interest therein.
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 15, 2023 Filed Nov 15, 2023 17:47 UTC | ZeroStack Corp. FLGC · Entity 6855 | GrantCommon Shares | 124,186 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000912282-23-000499 · form4.xml · nonDerivative · entry 1 Taylor Kevin · CIK 0001779570 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,186 F1 · price: Represents grant of restricted shares which vest on January 1, 2024. F2 · balance_after: Total reflects 20:1 reverse stock split effected by the Issuer on June 7, 2023. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 17:03 UTC | Simply, Inc. SIMP · Entity 130992 | GrantCommon Shares | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-019281 · doc1.xml · nonDerivative · entry 1 Taylor Kevin · CIK 0001779570 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,463 F1 · shares: Represents restricted stock grant which vests as follows: 43,750 shares vest on each of November 1, 2021, February 1, 2022, May 1, 2022, and August 1, 2022. F2 · balance_after: Total shares adjusted to reflect 1-for-10 reverse stock split effected by the Issuer on October 14, 2020. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 16:54 UTC | Simply, Inc. SIMP · Entity 130992 | GrantStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $1.75 | $0.00 |
DisclosureSEC source: 0001567619-20-020810 · doc1.xml · derivative · entry 1 Taylor Kevin · CIK 0001779570 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Shares · 75,000 shares Expires 2025-12-07 F1 · derivative.expiration_date: If the reporting person's relationship with the Issuer is terminated, the options will expire one (1) year from the termination date. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 12:01 UTC | Simply, Inc. AWSM · Entity 130992 | GrantCommon Shares | 1,224,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011770 · doc1.xml · nonDerivative · entry 2 Taylor Kevin · CIK 0001779570 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,224,625 Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 12:01 UTC | Simply, Inc. AWSM · Entity 130992 | GrantCommon Shares | 374,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011770 · doc1.xml · nonDerivative · entry 1 Taylor Kevin · CIK 0001779570 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,625 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.