Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SRX Global Inc.BTTR · Entity 7412 | Chief Sales Officer | January 11, 2023 | January 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.
SRX Global Inc.
Report date January 11, 2023 · Filed January 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 590,601 |
Reported balance
After 2023-01-11 transaction · row 1
1 source rowRow 1 · 2023-01-11 · Grant · Acquired 20,000 · Balance 590,601 F1: Transaction reported late due to administrative delay. F2: Issued Restricted Stock Award in lieu of cash bonus for 2022 performance. The Restricted Stock Award was awarded pursuant to the Company's Amended and Restated 2019 Plan with a one year cliff vesting condition. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 2,000 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 |
| Purchase Warrants - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $7.50 · Expires 2027-01-22 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,000 |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $7.62 · Expires 2031-01-01 | Direct | 83,334 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 83,334 |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $8.82 · Expires 2031-03-03 | Direct | 91,667 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 91,667 F3: Options exercisable according to the vesting terms in the related option agreement. |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2031-07-08 | Direct | 33,333 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 33,333 F3: Options exercisable according to the vesting terms in the related option agreement. |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2031-08-19 | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 15,000 F3: Options exercisable according to the vesting terms in the related option agreement. |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $2.29 · Expires 2032-02-01 | Direct | 75,000 |
Reported balance
Holding disclosure · report date 2023-01-11 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 75,000 F3: Options exercisable according to the vesting terms in the related option agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reported late due to administrative delay.
F2: Issued Restricted Stock Award in lieu of cash bonus for 2022 performance. The Restricted Stock Award was awarded pursuant to the Company's Amended and Restated 2019 Plan with a one year cliff vesting condition.
F3: Options exercisable according to the vesting terms in the related option agreement.
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 |
|---|---|---|---|---|---|---|
| January 11, 2023 Filed Jan 20, 2023 00:12 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001870760-23-000002 · wf-form4_167417352307050.xml · nonDerivative · entry 1 Young Donald · CIK 0001870760 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590,601 F1 · date: Transaction reported late due to administrative delay. F2 · shares: Issued Restricted Stock Award in lieu of cash bonus for 2022 performance. The Restricted Stock Award was awarded pursuant to the Company's Amended and Restated 2019 Plan with a one year cliff vesting condition. Read SEC document |
| September 07, 2022 Filed Sep 7, 2022 18:17 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 11,000 | $1.50 | $16,500.00 |
DisclosureSEC source: 0001870760-22-000011 · wf-form4_166257462083317.xml · nonDerivative · entry 1 Young Donald · CIK 0001870760 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570,601 Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 13:32 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 11,000 | $1.76 | $19,360.00 |
DisclosureSEC source: 0001870760-22-000009 · wf-form4_166186636203044.xml · nonDerivative · entry 1 Young Donald · CIK 0001870760 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,601 Read SEC document |
| May 16, 2022 Filed May 17, 2022 14:12 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 500,000 | $2.00 | $1,000,000.00 |
DisclosureSEC source: 0001870760-22-000006 · wf-form4_165279671661896.xml · nonDerivative · entry 1 Young Donald · CIK 0001870760 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,601 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:04 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 75,000 | $0.00 Strike: $2.29 | $0.00 |
DisclosureSEC source: 0001870760-22-000004 · wf-form4_164392585966806.xml · derivative · entry 8 Young Donald · CIK 0001870760 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2032-02-01 F2 · derivative.exercise_date: Options granted on February 1, 2022 and are to vest as to 1/3rd of the shares on the first annual anniversary of the grant date and 1/36th of the shares to vest on each monthly anniversary thereafter. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 21:29 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 14,000 | $3.55 | $49,700.00 |
DisclosureSEC source: 0001870760-21-000009 · wf-form4_162975411724626.xml · nonDerivative · entry 1 Young Donald · CIK 0001870760 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,934 F1 · balance_after: The number of shares beneficially owned has been reduced by 60 to correct an administrative error in previous reports. Read SEC document |
| August 20, 2021 Filed Jan 14, 2022 21:50 UTC Amendment | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 14,000 | $3.55 | $49,700.00 |
DisclosureSEC source: 0001870760-22-000002 · wf-form4a_164219702823146.xml · nonDerivative · entry 1 Young Donald · CIK 0001870760 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,601 F1 · balance_after: The number of shares beneficially owned has been reduced by 1,393 to correct an administrative error in previous reports. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 21:29 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 15,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001870760-21-000009 · wf-form4_162975411724626.xml · derivative · entry 3 Young Donald · CIK 0001870760 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2031-08-19 F2 · shares: Options granted on August 19, 2021 and 67% of the options shall vest as to 1/3rd of the shares on the first annual anniversary of the grant date and 1/36th of the shares to vest on each monthly anniversary thereafter, and 33% of the options shall vest as to 1/3rd of the shares on the 18 month anniversary of the grant date and 1/36th of the shares to vest on each monthly anniversary thereafter. F3 · derivative.exercise_date: Options exercisable according to the vesting terms in the related option agreement. Read SEC document |
| August 19, 2021 Filed Jan 14, 2022 21:50 UTC Amendment | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 15,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001870760-22-000002 · wf-form4a_164219702823146.xml · derivative · entry 3 Young Donald · CIK 0001870760 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2031-08-19 F2 · shares: Options granted on August 19, 2021 and 67% of the options shall vest as to 1/3rd of the shares on the first annual anniversary of the grant date and 1/36th of the shares to vest on each monthly anniversary thereafter, and 33% of the options shall vest as to 1/3rd of the shares on the 18 month anniversary of the grant date and 1/36th of the shares to vest on each monthly anniversary thereafter. F3 · derivative.exercise_date: Options exercisable according to the vesting terms in the related option agreement. Read SEC document |
| July 08, 2021 Filed Jul 12, 2021 12:20 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options · Derivative | 33,333 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001870760-21-000007 · wf-form4_162609243072546.xml · derivative · entry 1 Young Donald · CIK 0001870760 · EVP, Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 33,333 shares Expires 2031-07-08 F1 · derivative.exercise_date: Options granted on July 8, 2021 and are to vest as to 1/3rd of the shares on the first annual anniversary of the grant date and 1/36th of the shares to vest on each monthly anniversary thereafter. 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.