Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INNOVATIVE FOOD HOLDINGS INCIVFH · Entity 7870 | Chief Financial Officer | December 29, 2020 | September 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.
INNOVATIVE FOOD HOLDINGS INC
Report date December 29, 2020 · Filed September 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Ending reported balance
After 2023-08-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-08-22 · Purchase · Acquired 5,000 · Balance 5,000 F1: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person. Row 2 · 2023-08-22 · Purchase · Acquired 5,000 · Balance 10,000 F1: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person. |
| Stock OptionsSEC Table II · derivative / convertible security · Expires 2025-12-28 | Direct | 100,000 |
Reported balance
After 2020-12-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-12-29 · Grant · Acquired 100,000 · Balance 100,000 F2: Pursuant to the Reporting Person's employment agreement with the Issuer, on December 29, 2020, the Reporting Person received a one-time stock option grant in the amount of 100,000 shares (half of which is exercisable at $0.60, and half of which is exercisable at $1.00). The grant vested quarterly over a period of two years, with all options having vested on December 28, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person.
F2: Pursuant to the Reporting Person's employment agreement with the Issuer, on December 29, 2020, the Reporting Person received a one-time stock option grant in the amount of 100,000 shares (half of which is exercisable at $0.60, and half of which is exercisable at $1.00). The grant vested quarterly over a period of two years, with all options having vested on December 28, 2022.
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 |
|---|---|---|---|---|---|---|
| August 22, 2023 Filed Sep 5, 2023 22:36 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | PurchaseCommon Stock | 5,000 | $0.64 | $3,200.00 |
DisclosureSEC source: 0001185185-23-000938 · ownership.xml · nonDerivative · entry 2 Tang Richard · CIK 0001991624 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person. Read SEC document |
| August 22, 2023 Filed Sep 5, 2023 22:36 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | PurchaseCommon Stock | 5,000 | $0.64 | $3,175.00 |
DisclosureSEC source: 0001185185-23-000938 · ownership.xml · nonDerivative · entry 1 Tang Richard · CIK 0001991624 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 F1 · shares: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person. Read SEC document |
| December 29, 2020 Filed Sep 5, 2023 22:36 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | GrantStock Options · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-23-000938 · ownership.xml · derivative · entry 3 Tang Richard · CIK 0001991624 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2025-12-28 F2 · derivative.exercise_price: Pursuant to the Reporting Person's employment agreement with the Issuer, on December 29, 2020, the Reporting Person received a one-time stock option grant in the amount of 100,000 shares (half of which is exercisable at $0.60, and half of which is exercisable at $1.00). The grant vested quarterly over a period of two years, with all options having vested on December 28, 2022. F2 · derivative.exercise_date: Pursuant to the Reporting Person's employment agreement with the Issuer, on December 29, 2020, the Reporting Person received a one-time stock option grant in the amount of 100,000 shares (half of which is exercisable at $0.60, and half of which is exercisable at $1.00). The grant vested quarterly over a period of two years, with all options having vested on December 28, 2022. 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.