Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mitesco, Inc.MITI · Entity 8540 | Chief Legal Officer | November 29, 2022 | December 06, 2022 |
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.
Mitesco, Inc.
Report date November 29, 2022 · Filed December 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Purchase WarrantSEC Table II · derivative / convertible security · Expires 2027-11-29 | Direct | 37,500 |
Reported balance
After 2022-11-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-11-29 · Purchase · Acquired 37,500 · Balance 37,500 F1: On November 29, 2022, Mitesco, Inc. (the "Company") issued a 10% promissory note (the "Note") to Jenny Lindstrom. The principal amount of the Note is $18,750 and carries a 10% interest rate per annum. 37,500 Common Stock Purchase Warrants were granted to Ms. Lindstrom on November 29, 2022, pursuant to the Note at an exercise price priced at the same price as included in an offering in conjunction with listing at the Nasdaq Global Market. The Warrants are exercisable at any time on or after May 29, 2023, and on or before the November 29, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 29, 2022, Mitesco, Inc. (the "Company") issued a 10% promissory note (the "Note") to Jenny Lindstrom. The principal amount of the Note is $18,750 and carries a 10% interest rate per annum. 37,500 Common Stock Purchase Warrants were granted to Ms. Lindstrom on November 29, 2022, pursuant to the Note at an exercise price priced at the same price as included in an offering in conjunction with listing at the Nasdaq Global Market. The Warrants are exercisable at any time on or after May 29, 2023, and on or before the November 29, 2027.
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 |
|---|---|---|---|---|---|---|
| November 29, 2022 Filed Dec 6, 2022 15:20 UTC | Mitesco, Inc. MITI · Entity 8540 | PurchaseCommon Stock Purchase Warrant · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-22-001383 · ownership.xml · derivative · entry 1 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2027-11-29 F1 · derivative.exercise_price: On November 29, 2022, Mitesco, Inc. (the "Company") issued a 10% promissory note (the "Note") to Jenny Lindstrom. The principal amount of the Note is $18,750 and carries a 10% interest rate per annum. 37,500 Common Stock Purchase Warrants were granted to Ms. Lindstrom on November 29, 2022, pursuant to the Note at an exercise price priced at the same price as included in an offering in conjunction with listing at the Nasdaq Global Market. The Warrants are exercisable at any time on or after May 29, 2023, and on or before the November 29, 2027. F1 · shares: On November 29, 2022, Mitesco, Inc. (the "Company") issued a 10% promissory note (the "Note") to Jenny Lindstrom. The principal amount of the Note is $18,750 and carries a 10% interest rate per annum. 37,500 Common Stock Purchase Warrants were granted to Ms. Lindstrom on November 29, 2022, pursuant to the Note at an exercise price priced at the same price as included in an offering in conjunction with listing at the Nasdaq Global Market. The Warrants are exercisable at any time on or after May 29, 2023, and on or before the November 29, 2027. Read SEC document |
| May 26, 2022 Filed Jun 3, 2022 00:02 UTC | Mitesco, Inc. MITI · Entity 8540 | PurchaseCommon Stock Purchase Warrant · Derivative | 16,882 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001185185-22-000726 · ownership.xml · derivative · entry 2 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,882 Underlying: Common Stock · 16,882 shares Expires 2027-05-26 F3 · shares: 16,882 Common Stock Purchase Warrants at an exercise price of $0.50 were granted to Ms. Lindstrom on May 26, 2022, pursuant to the Note. The Warrants are exercisable at any time on or after November 26, 2022, and on or before the May 26, 2027. Read SEC document |
| May 26, 2022 Filed Jun 3, 2022 00:02 UTC | Mitesco, Inc. MITI · Entity 8540 | OtherCommon Stock, par value $0.01 | 16,882 | $0.25 | $4,220.50 |
DisclosureSEC source: 0001185185-22-000726 · ownership.xml · nonDerivative · entry 1 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,132 F1 · kind: On May 26, 2022, Mitesco, Inc. (the "Company") issued a 10% Promissory Note (the "Note") to Jenny Lindstrom. The principal amount of the Note is $41,176.00, carries a 10% interest rate per annum, payable in monthly installments. F2 · shares: In connection with the Note, on May 26, 2022, the Company issued 16,882 commitment fee shares of the Company's common stock to Ms. Lindstrom. F1 · price: On May 26, 2022, Mitesco, Inc. (the "Company") issued a 10% Promissory Note (the "Note") to Jenny Lindstrom. The principal amount of the Note is $41,176.00, carries a 10% interest rate per annum, payable in monthly installments. F2 · balance_after: In connection with the Note, on May 26, 2022, the Company issued 16,882 commitment fee shares of the Company's common stock to Ms. Lindstrom. Read SEC document |
| March 22, 2022 Filed Mar 25, 2022 23:11 UTC | Mitesco, Inc. MITI · Entity 8540 | OtherCommon Stock | 10,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-22-000331 · ownership.xml · nonDerivative · entry 1 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,250 F1 · kind: Represents the issuance of Common Stock to holders (the "Holders") of Series D Convertible Preferred Stock investors in connection with obtaining of consents from Holders of Series D Convertible Preferred Stock for the Issuer to enter into a Securities Purchase Agreement entered into on March 22, 2022. F1 · shares: Represents the issuance of Common Stock to holders (the "Holders") of Series D Convertible Preferred Stock investors in connection with obtaining of consents from Holders of Series D Convertible Preferred Stock for the Issuer to enter into a Securities Purchase Agreement entered into on March 22, 2022. Read SEC document |
| October 18, 2021 Filed Oct 27, 2021 14:20 UTC | Mitesco, Inc. MITI · Entity 8540 | PurchaseSeries B Warrant to purchase Common Stock · Derivative | 25,000 | Not disclosed Strike: $0.75 | Not disclosed |
DisclosureSEC source: 0001185185-21-001526 · ownership.xml · derivative · entry 3 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,500 Underlying: Common Stock · 52,500 shares Expires 2026-10-18 F5 · security: Each Series B Warrant represents the right to purchase 2.1 shares of Common Stock at an exercise price of $0.75 per share and was issued as part of the Offering by the Issuer. The Series B Warrants are exercisable only for whole numbers of shares of Common Stock. F3 · derivative.exercise_price: The securities were issued to Ms. Lindstrom in a private placement offering (the "Offering") pursuant to a securities purchase agreement, dated October 18, 2021, by and between the Issuer and Ms. Lindstrom, whereby the Issuer sold to Ms. Lindstrom, for a purchase price of $25,000.00, 25,000 units (the "Units"), with each Unit consisting of (a) one share of Series D Preferred Stock, (b) one warrant (the "Series A Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.50 per whole share of Common Stock, and (c) one warrant (the "Series B Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.75 per whole share. F5 · derivative.exercise_price: Each Series B Warrant represents the right to purchase 2.1 shares of Common Stock at an exercise price of $0.75 per share and was issued as part of the Offering by the Issuer. The Series B Warrants are exercisable only for whole numbers of shares of Common Stock. F3 · price: The securities were issued to Ms. Lindstrom in a private placement offering (the "Offering") pursuant to a securities purchase agreement, dated October 18, 2021, by and between the Issuer and Ms. Lindstrom, whereby the Issuer sold to Ms. Lindstrom, for a purchase price of $25,000.00, 25,000 units (the "Units"), with each Unit consisting of (a) one share of Series D Preferred Stock, (b) one warrant (the "Series A Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.50 per whole share of Common Stock, and (c) one warrant (the "Series B Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.75 per whole share. Read SEC document |
| October 18, 2021 Filed Oct 27, 2021 14:20 UTC | Mitesco, Inc. MITI · Entity 8540 | PurchaseSeries A Warrant to purchase Common Stock · Derivative | 25,000 | Not disclosed Strike: $0.50 | Not disclosed |
DisclosureSEC source: 0001185185-21-001526 · ownership.xml · derivative · entry 2 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,500 Underlying: Common Stock · 52,500 shares Expires 2026-10-18 F4 · security: Each Series A Warrant represents the right to purchase 2.1 shares of Common Stock at an exercise price of $0.50 per share and was issued as part of the Offering by the Issuer. The Series A Warrants are exercisable only for whole numbers of shares of Common Stock. F3 · derivative.exercise_price: The securities were issued to Ms. Lindstrom in a private placement offering (the "Offering") pursuant to a securities purchase agreement, dated October 18, 2021, by and between the Issuer and Ms. Lindstrom, whereby the Issuer sold to Ms. Lindstrom, for a purchase price of $25,000.00, 25,000 units (the "Units"), with each Unit consisting of (a) one share of Series D Preferred Stock, (b) one warrant (the "Series A Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.50 per whole share of Common Stock, and (c) one warrant (the "Series B Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.75 per whole share. F4 · derivative.exercise_price: Each Series A Warrant represents the right to purchase 2.1 shares of Common Stock at an exercise price of $0.50 per share and was issued as part of the Offering by the Issuer. The Series A Warrants are exercisable only for whole numbers of shares of Common Stock. F3 · price: The securities were issued to Ms. Lindstrom in a private placement offering (the "Offering") pursuant to a securities purchase agreement, dated October 18, 2021, by and between the Issuer and Ms. Lindstrom, whereby the Issuer sold to Ms. Lindstrom, for a purchase price of $25,000.00, 25,000 units (the "Units"), with each Unit consisting of (a) one share of Series D Preferred Stock, (b) one warrant (the "Series A Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.50 per whole share of Common Stock, and (c) one warrant (the "Series B Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.75 per whole share. Read SEC document |
| October 18, 2021 Filed Oct 27, 2021 14:20 UTC | Mitesco, Inc. MITI · Entity 8540 | PurchaseSeries D Convertible Preferred Stock · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001185185-21-001526 · ownership.xml · derivative · entry 1 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 105,000 shares Expires not disclosed F1 · security: The Series D Convertible Preferred Stock (the "Series D Preferred") ranks senior to all other preferred stock of the Issuer except in relation to the Issuer's Series X Cumulative Redeemable Perpetual Preferred Stock and the Series C Convertible Preferred Stock, which ranks pari passu to the Series D Preferred, with respect to the preferences as to dividends, distributions and payments upon the liquidation, dissolution and winding up of the Issuer. The Series D Preferred accrues dividends on a quarterly basis in arrears, at the rate of 6% per annum plus accrued and unpaid dividends. F2 · derivative.exercise_price: The number of shares of common Stock of the Issuer, par value $0.01 per share (the "Common Stock") issuable upon the conversion of each share of Series D Preferred Stock is calculated by dividing the Conversion Amount (defined in the COD as the Stated Value, $1.05 per share, plus accrued and unpaid dividends) by the $0.25 conversion price (the "Conversion Price"). The shares of Series D Preferred Stock may, at any time, at the option of the holder, be converted into fully paid and non-assessable shares of Common Stock. F3 · derivative.exercise_price: The securities were issued to Ms. Lindstrom in a private placement offering (the "Offering") pursuant to a securities purchase agreement, dated October 18, 2021, by and between the Issuer and Ms. Lindstrom, whereby the Issuer sold to Ms. Lindstrom, for a purchase price of $25,000.00, 25,000 units (the "Units"), with each Unit consisting of (a) one share of Series D Preferred Stock, (b) one warrant (the "Series A Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.50 per whole share of Common Stock, and (c) one warrant (the "Series B Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.75 per whole share. F3 · price: The securities were issued to Ms. Lindstrom in a private placement offering (the "Offering") pursuant to a securities purchase agreement, dated October 18, 2021, by and between the Issuer and Ms. Lindstrom, whereby the Issuer sold to Ms. Lindstrom, for a purchase price of $25,000.00, 25,000 units (the "Units"), with each Unit consisting of (a) one share of Series D Preferred Stock, (b) one warrant (the "Series A Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.50 per whole share of Common Stock, and (c) one warrant (the "Series B Warrants") to purchase 2.1 shares of Common Stock at a purchase price of $0.75 per whole share. F2 · derivative.exercise_date: The number of shares of common Stock of the Issuer, par value $0.01 per share (the "Common Stock") issuable upon the conversion of each share of Series D Preferred Stock is calculated by dividing the Conversion Amount (defined in the COD as the Stated Value, $1.05 per share, plus accrued and unpaid dividends) by the $0.25 conversion price (the "Conversion Price"). The shares of Series D Preferred Stock may, at any time, at the option of the holder, be converted into fully paid and non-assessable shares of Common Stock. F2 · derivative.expiration_date: The number of shares of common Stock of the Issuer, par value $0.01 per share (the "Common Stock") issuable upon the conversion of each share of Series D Preferred Stock is calculated by dividing the Conversion Amount (defined in the COD as the Stated Value, $1.05 per share, plus accrued and unpaid dividends) by the $0.25 conversion price (the "Conversion Price"). The shares of Series D Preferred Stock may, at any time, at the option of the holder, be converted into fully paid and non-assessable shares of Common Stock. F2 · derivative.underlying_shares: The number of shares of common Stock of the Issuer, par value $0.01 per share (the "Common Stock") issuable upon the conversion of each share of Series D Preferred Stock is calculated by dividing the Conversion Amount (defined in the COD as the Stated Value, $1.05 per share, plus accrued and unpaid dividends) by the $0.25 conversion price (the "Conversion Price"). The shares of Series D Preferred Stock may, at any time, at the option of the holder, be converted into fully paid and non-assessable shares of Common Stock. Read SEC document |
| July 21, 2021 Filed Aug 19, 2021 14:19 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantEmployee Stock Option (right to buy) · Derivative | 750,000 | $0.00 Strike: $0.25 | $0.00 |
DisclosureSEC source: 0001185185-21-001159 · ownership.xml · derivative · entry 1 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,000 Underlying: Common Stock · 750,000 shares Expires 2031-07-20 F1 · derivative.exercise_date: The option becomes exercisable, if at all, upon achievement of a total of $30 million of revenue of Mitesco, Inc. over four consecutive quarters. Read SEC document |
| April 12, 2021 Filed Apr 12, 2021 21:32 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantStock Option · Derivative | 1,000,000 | $0.00 Strike: $0.32 | $0.00 |
DisclosureSEC source: 0001185185-21-000506 · ownership.xml · derivative · entry 1 Lindstrom Ingrid Jenny · CIK 0001855620 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires 2031-04-12 F1 · derivative.exercise_date: The Options vest pursuant to the following schedule: (a) 250,000 shares upon the 90-day anniversary of the Grant Date, (b) 250,000 shares upon the Company's completion of a $10 million raise, (c) 250,000 shares on the one-year anniversary of the Grant Date, and (d) 250,000 shares once the Company files an Annual Report on Form 10-K that reports $20 million in gross revenue. 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.