Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Boxlight CorpBOXL · Entity 8315 | Chief Financial Officer | January 27, 2017 | February 08, 2018 |
| FOCUS UNIVERSAL INC.FCUV · Entity 8087 | Director | August 17, 2022 | September 12, 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.
Boxlight Corp
Report date January 27, 2017 · Filed February 08, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2019-09-18 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-01-27 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance Not disclosed |
FOCUS UNIVERSAL INC.
Report date August 17, 2022 · Filed September 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,546 |
Ending reported balance
After 2022-09-07 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2022-08-17 · Grant · Acquired 14,677 · Balance 14,677 F1: Represents a cashless exercise of outstanding stock options to purchase 30,000 shares of common stock. The Reporting Person received 14,677 shares of common stock and surrendered 15,323 shares of common stock underlying the stock option in payment of the exercise price. Row 2 · 2022-08-17 · Grant · Acquired 10,968 · Balance 25,645 F2: Represents a cashless exercise of outstanding stock options to purchase 15,000 shares of common stock. The Reporting Person received 10,968 shares of common stock and surrendered 4,032 shares of common stock underlying the stock option in payment of the exercise price. Row 3 · 2022-08-17 · Grant · Acquired 1,804 · Balance 27,449 F3: Represents a cashless exercise of outstanding stock options to purchase 8,750 shares of common stock. The Reporting Person received 1,804 shares of common stock and surrendered 6,946 shares of common stock underlying the stock option in payment of the exercise price. Row 4 · 2022-09-07 · Sale · Disposed 10,903 · Balance 16,546 Row 5 · 2022-09-07 · Sale · Disposed 10,000 · Balance 6,546 Row 6 · 2022-09-07 · Sale · Disposed 5,000 · Balance 1,546 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a cashless exercise of outstanding stock options to purchase 30,000 shares of common stock. The Reporting Person received 14,677 shares of common stock and surrendered 15,323 shares of common stock underlying the stock option in payment of the exercise price.
F2: Represents a cashless exercise of outstanding stock options to purchase 15,000 shares of common stock. The Reporting Person received 10,968 shares of common stock and surrendered 4,032 shares of common stock underlying the stock option in payment of the exercise price.
F3: Represents a cashless exercise of outstanding stock options to purchase 8,750 shares of common stock. The Reporting Person received 1,804 shares of common stock and surrendered 6,946 shares of common stock underlying the stock option in payment of the exercise price.
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 |
|---|---|---|---|---|---|---|
| September 07, 2022 Filed Sep 12, 2022 21:30 UTC | FOCUS UNIVERSAL INC. FCUV · Entity 8087 | SaleCommon Stock | 5,000 | $10.35 | $51,750.00 |
DisclosureSEC source: 0001493152-22-025662 · ownership.xml · nonDerivative · entry 6 Lofgren Sheri · CIK 0001624262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546 Read SEC document |
| September 07, 2022 Filed Sep 12, 2022 21:30 UTC | FOCUS UNIVERSAL INC. FCUV · Entity 8087 | SaleCommon Stock | 10,000 | $10.26 | $102,600.00 |
DisclosureSEC source: 0001493152-22-025662 · ownership.xml · nonDerivative · entry 5 Lofgren Sheri · CIK 0001624262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,546 Read SEC document |
| September 07, 2022 Filed Sep 12, 2022 21:30 UTC | FOCUS UNIVERSAL INC. FCUV · Entity 8087 | SaleCommon Stock | 10,903 | $10.13 | $110,447.39 |
DisclosureSEC source: 0001493152-22-025662 · ownership.xml · nonDerivative · entry 4 Lofgren Sheri · CIK 0001624262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,546 Read SEC document |
| August 17, 2022 Filed Sep 12, 2022 21:30 UTC | FOCUS UNIVERSAL INC. FCUV · Entity 8087 | GrantCommon Stock | 1,804 | $8.86 | $15,983.44 |
DisclosureSEC source: 0001493152-22-025662 · ownership.xml · nonDerivative · entry 3 Lofgren Sheri · CIK 0001624262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,449 F3 · kind: Represents a cashless exercise of outstanding stock options to purchase 8,750 shares of common stock. The Reporting Person received 1,804 shares of common stock and surrendered 6,946 shares of common stock underlying the stock option in payment of the exercise price. Read SEC document |
| August 17, 2022 Filed Sep 12, 2022 21:30 UTC | FOCUS UNIVERSAL INC. FCUV · Entity 8087 | GrantCommon Stock | 10,968 | $3.00 | $32,904.00 |
DisclosureSEC source: 0001493152-22-025662 · ownership.xml · nonDerivative · entry 2 Lofgren Sheri · CIK 0001624262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,645 F2 · kind: Represents a cashless exercise of outstanding stock options to purchase 15,000 shares of common stock. The Reporting Person received 10,968 shares of common stock and surrendered 4,032 shares of common stock underlying the stock option in payment of the exercise price. Read SEC document |
| August 17, 2022 Filed Sep 12, 2022 21:30 UTC | FOCUS UNIVERSAL INC. FCUV · Entity 8087 | GrantCommon Stock | 14,677 | $5.70 | $83,658.90 |
DisclosureSEC source: 0001493152-22-025662 · ownership.xml · nonDerivative · entry 1 Lofgren Sheri · CIK 0001624262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,677 F1 · kind: Represents a cashless exercise of outstanding stock options to purchase 30,000 shares of common stock. The Reporting Person received 14,677 shares of common stock and surrendered 15,323 shares of common stock underlying the stock option in payment of the exercise price. 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.