Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| La Rosa Holdings Corp.LRHC · Entity 8569 | 10% owner | October 09, 2023 | October 10, 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.
La Rosa Holdings Corp.
Report date October 09, 2023 · Filed October 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 239,412 |
Reported balance
After 2023-10-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-10-09 · Other · Acquired 114,328 · Balance 239,412 F1: The shares of common stock issued to ELG-TRUST-1004-09-01-13, as the assignee of Bonilla Opportunity Fund I Ltd, in consideration for the consulting services provided by the latter to the Issuer. F2: Held by ELG-TRUST-1004-09-01-13, a trust controlled by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 600,000 |
Reported balance
Holding disclosure · report date 2023-10-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 600,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of common stock issued to ELG-TRUST-1004-09-01-13, as the assignee of Bonilla Opportunity Fund I Ltd, in consideration for the consulting services provided by the latter to the Issuer.
F2: Held by ELG-TRUST-1004-09-01-13, a trust controlled by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| October 09, 2023 Filed Oct 10, 2023 21:13 UTC | La Rosa Holdings Corp. LRHC · Entity 8569 | OtherCommon Stock | 114,328 | $5.00 | $571,640.00 |
DisclosureSEC source: 0001575872-23-001585 · ownership.xml · nonDerivative · entry 1 Bonilla Carlos J. · CIK 0001516857 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 239,412 F1 · kind: The shares of common stock issued to ELG-TRUST-1004-09-01-13, as the assignee of Bonilla Opportunity Fund I Ltd, in consideration for the consulting services provided by the latter to the Issuer. F2 · ownership.nature: Held by ELG-TRUST-1004-09-01-13, a trust controlled by the Reporting Person. 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.