Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PSQ Holdings, Inc.PSQHX · Entity 7679 | Chief Legal Officer, GC, Sec. | September 25, 2023 | October 05, 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.
PSQ Holdings, Inc.
Report date September 25, 2023 · Filed October 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2023-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-09-25 · Grant · Acquired 100,000 · Balance 100,000 F1: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. |
Filing footnotes · ownership attribution and instrument terms
F1: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit.
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 25, 2023 Filed Oct 5, 2023 18:44 UTC | PSQ Holdings, Inc. PSQHX · Entity 7679 | GrantRestricted Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-23-000334 · primary_doc.xml · derivative · entry 1 Moran Stephen M · CIK 0001439678 · Chief Legal Officer, GC, Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · derivative.exercise_price: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · kind: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · price: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.exercise_date: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.expiration_date: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. 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.