Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SRX Global Inc.
Report date October 14, 2022 · Filed November 10, 2022
Section 16 reporting ended · disclosed 2022-11-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $6.78 · Expires 2030-12-28 | Direct | 62,500 |
Reported balance
After 2022-10-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-10-14 · Disposition to issuer · Disposed 20,834 · Balance 62,500 F1: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $8.82 · Expires 2031-03-03 | Direct | 138,888 |
Reported balance
After 2022-10-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-10-14 · Disposition to issuer · Disposed 61,112 · Balance 138,888 F1: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2031-07-08 | Direct | 19,444 |
Reported balance
After 2022-10-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-10-14 · Disposition to issuer · Disposed 13,889 · Balance 19,444 F1: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2031-08-19 | Direct | 13,194 |
Reported balance
After 2022-10-14 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-10-14 · Disposition to issuer · Disposed 11,806 · Balance 13,194 F1: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $2.29 · Expires 2032-02-01 | Direct | 38,888 |
Reported balance
After 2022-10-14 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-10-14 · Disposition to issuer · Disposed 61,112 · Balance 38,888 F1: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. |
| Common StockSEC Table I · non-derivative | Direct | 27,288 |
Reported balance
Holding disclosure · report date 2022-10-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 27,288 |
| Common StockSEC Table I · non-derivative | IndirectSon | 57 |
Reported balance
Holding disclosure · report date 2022-10-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 57 |
| Common StockSEC Table I · non-derivative | IndirectMother | 2,667 |
Reported balance
Holding disclosure · report date 2022-10-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,667 |
| Purchase Warrants - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $7.50 · Expires 2027-01-22 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2022-10-14 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,000 |
| Purchase Warrants - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $7.50 · Expires 2027-01-22 | IndirectMother | 2,667 |
Reported balance
Holding disclosure · report date 2022-10-14 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,667 |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022.
F2: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement.
F3: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation 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 |
|---|---|---|---|---|---|---|
| October 14, 2022 Filed Nov 10, 2022 09:37 UTC | SRX Global Inc. BTTR · Entity 7412 | Disposition to issuerStock Options - Right to Buy · Derivative | 61,112 | $0.00 Strike: $2.29 | $0.00 |
DisclosureSEC source: 0001870246-22-000008 · wf-form4_166809100322861.xml · derivative · entry 10 Lerner Scott · CIK 0001870246 · Former CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,888 Underlying: Common Stock · 61,112 shares Expires 2032-02-01 F1 · shares: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2 · derivative.exercise_date: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3 · derivative.expiration_date: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. Read SEC document |
| October 14, 2022 Filed Nov 10, 2022 09:37 UTC | SRX Global Inc. BTTR · Entity 7412 | Disposition to issuerStock Options - Right to Buy · Derivative | 11,806 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001870246-22-000008 · wf-form4_166809100322861.xml · derivative · entry 9 Lerner Scott · CIK 0001870246 · Former CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,194 Underlying: Common Stock · 11,806 shares Expires 2031-08-19 F1 · shares: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2 · derivative.exercise_date: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3 · derivative.expiration_date: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. Read SEC document |
| October 14, 2022 Filed Nov 10, 2022 09:37 UTC | SRX Global Inc. BTTR · Entity 7412 | Disposition to issuerStock Options - Right to Buy · Derivative | 13,889 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001870246-22-000008 · wf-form4_166809100322861.xml · derivative · entry 8 Lerner Scott · CIK 0001870246 · Former CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,444 Underlying: Common Stock · 13,889 shares Expires 2031-07-08 F1 · shares: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2 · derivative.exercise_date: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3 · derivative.expiration_date: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. Read SEC document |
| October 14, 2022 Filed Nov 10, 2022 09:37 UTC | SRX Global Inc. BTTR · Entity 7412 | Disposition to issuerStock Options - Right to Buy · Derivative | 61,112 | $0.00 Strike: $8.82 | $0.00 |
DisclosureSEC source: 0001870246-22-000008 · wf-form4_166809100322861.xml · derivative · entry 7 Lerner Scott · CIK 0001870246 · Former CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,888 Underlying: Common Stock · 61,112 shares Expires 2031-03-03 F1 · shares: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2 · derivative.exercise_date: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3 · derivative.expiration_date: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. Read SEC document |
| October 14, 2022 Filed Nov 10, 2022 09:37 UTC | SRX Global Inc. BTTR · Entity 7412 | Disposition to issuerStock Options - Right to Buy · Derivative | 20,834 | $0.00 Strike: $6.78 | $0.00 |
DisclosureSEC source: 0001870246-22-000008 · wf-form4_166809100322861.xml · derivative · entry 6 Lerner Scott · CIK 0001870246 · Former CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock · 20,834 shares Expires 2030-12-28 F1 · shares: Forfeiture of unvested awards per terms of the Reporting Person's separation agreement effective October 14, 2022. F2 · derivative.exercise_date: Outstanding options as of October 14, 2022 are fully vested and exercisable through the amended expiration date per terms of the Reporting Person's separation agreement. F3 · derivative.expiration_date: Effective as of October 14, 2022, the expiration date for outstanding options was amended to April 30, 2025 per terms of the Reporting Person's separation agreement. Read SEC document |
| May 16, 2022 Filed May 17, 2022 10:09 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 17 | $2.45 | $41.65 |
DisclosureSEC source: 0001870246-22-000004 · wf-form4_165279657670628.xml · nonDerivative · entry 2 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Son Disclosed balance after: 57 Read SEC document |
| May 16, 2022 Filed May 17, 2022 10:09 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 12,500 | $2.00 | $25,000.00 |
DisclosureSEC source: 0001870246-22-000004 · wf-form4_165279657670628.xml · nonDerivative · entry 1 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,288 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:06 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 100,000 | $0.00 Strike: $2.29 | $0.00 |
DisclosureSEC source: 0001870246-22-000002 · wf-form4_164392595620123.xml · derivative · entry 10 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 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 |
| November 24, 2021 Filed Nov 26, 2021 13:08 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 512 | $3.90 | $1,996.80 |
DisclosureSEC source: 0001870246-21-000012 · wf-form4_163795008619686.xml · nonDerivative · entry 1 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,788 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 16:36 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 20 | $3.92 | $78.40 |
DisclosureSEC source: 0001870246-21-000010 · wf-form4_163701217561175.xml · nonDerivative · entry 3 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Son Disclosed balance after: 40 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 16:36 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 1,530 | $3.92 | $5,997.60 |
DisclosureSEC source: 0001870246-21-000010 · wf-form4_163701217561175.xml · nonDerivative · entry 1 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,276 Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 17:26 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 1,445 | $3.50 | $5,057.50 |
DisclosureSEC source: 0001870246-21-000008 · wf-form4_162975399547718.xml · nonDerivative · entry 1 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,746 Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 17:26 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 25,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001870246-21-000008 · wf-form4_162975399547718.xml · derivative · entry 4 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2031-08-19 F1 · 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. F2 · derivative.exercise_date: Options exercisable according to the vesting terms in the related option agreement. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 16:21 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 20 | $3.83 | $76.60 |
DisclosureSEC source: 0001471727-21-000084 · wf-form4_162923168634066.xml · nonDerivative · entry 2 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Son Disclosed balance after: 20 Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 16:21 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 1,301 | $3.95 | $5,138.95 |
DisclosureSEC source: 0001471727-21-000084 · wf-form4_162923168634066.xml · nonDerivative · entry 1 Lerner Scott · CIK 0001870246 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,301 Read SEC document |
| July 08, 2021 Filed Jul 12, 2021 08:30 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options · Derivative | 33,333 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001870246-21-000006 · wf-form4_162609303166562.xml · derivative · entry 1 Lerner Scott · CIK 0001870246 · CEO 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.