Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arista Financial Corp.ARST · Entity 163118 | Director · Chief Executive Officer · 10% owner | October 04, 2018 | October 04, 2018 |
| Driveitaway Holdings, Inc.DWAY · Entity 9741 | Former director | February 14, 2023 | June 20, 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.
Arista Financial Corp.
Report date October 04, 2018 · Filed October 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy AEP Holdings LLC | 1,772,500 |
Reported balance
Holding disclosure · report date 2018-10-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,772,500 |
| Series A Super Voting Preferred StockSEC Table I · non-derivative | IndirectBy AEP Holdings LLC | 51 |
Reported balance
Holding disclosure · report date 2018-10-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 51 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $1.00 · Expires 2023-01-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-10-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $1.00 · Expires 2023-01-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-10-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $1.00 · Expires 2023-01-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-10-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed |
Driveitaway Holdings, Inc.
Report date February 14, 2023 · Filed June 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, $0.0001 par valueSEC Table I · non-derivative | IndirectAEP Holdings LLC | 9,284,913 |
Last balance in matching sequence
After 2023-04-14 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2023-02-14 · Sale · Disposed 375,000 · Balance 9,809,913 F1: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Row 2 · 2023-04-14 · Sale · Disposed 500,000 · Balance 9,309,913 F1: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Row 3 · 2023-04-14 · Gift · Disposed 25,000 · Balance 9,284,913 F1: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities 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 |
|---|---|---|---|---|---|---|
| April 14, 2023 Filed Jun 20, 2023 16:51 UTC | Driveitaway Holdings, Inc. DWAY · Entity 9741 | GiftCommon stock, $0.0001 par value | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001731122-23-001167 · ownership.xml · nonDerivative · entry 3 PATRIZIO PAUL · CIK 0001297711 · Former director 10b5-1 filing: No plan indicated Ownership: Indirect · AEP Holdings LLC Disclosed balance after: 9,284,913 F1 · ownership.nature: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 14, 2023 Filed Jun 20, 2023 16:51 UTC | Driveitaway Holdings, Inc. DWAY · Entity 9741 | SaleCommon stock, $0.0001 par value | 500,000 | $0.02 | $10,000.00 |
DisclosureSEC source: 0001731122-23-001167 · ownership.xml · nonDerivative · entry 2 PATRIZIO PAUL · CIK 0001297711 · Former director 10b5-1 filing: No plan indicated Ownership: Indirect · AEP Holdings LLC Disclosed balance after: 9,309,913 F1 · ownership.nature: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 14, 2023 Filed Jun 20, 2023 16:51 UTC | Driveitaway Holdings, Inc. DWAY · Entity 9741 | SaleCommon stock, $0.0001 par value | 375,000 | $0.02 | $7,500.00 |
DisclosureSEC source: 0001731122-23-001167 · ownership.xml · nonDerivative · entry 1 PATRIZIO PAUL · CIK 0001297711 · Former director 10b5-1 filing: No plan indicated Ownership: Indirect · AEP Holdings LLC Disclosed balance after: 9,809,913 F1 · ownership.nature: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 20, 2022 Filed Apr 29, 2022 15:44 UTC | Driveitaway Holdings, Inc. CLCN · Entity 9741 | ConversionSeries A Convertible Preferred Stock · Derivative | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001731122-22-000788 · ownership.xml · derivative · entry 2 PATRIZIO PAUL · CIK 0001297711 · Director · 10% owner AEP Holdings LLC · CIK 0001919326 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · AEP Holdings, LLC Disclosed balance after: 0 Underlying: Common Stock · 10,184,912 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F1 · price: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F1 · derivative.exercise_date: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F1 · derivative.expiration_date: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F2 · ownership.direct: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 20, 2022 Filed Apr 29, 2022 15:44 UTC | Driveitaway Holdings, Inc. CLCN · Entity 9741 | Exercise / conversionCommon Stock | 10,184,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001731122-22-000788 · ownership.xml · nonDerivative · entry 1 PATRIZIO PAUL · CIK 0001297711 · Director · 10% owner AEP Holdings LLC · CIK 0001919326 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · AEP Holdings, LLC Disclosed balance after: 10,184,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F1 · price: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F2 · ownership.direct: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. 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.