Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Investview, Inc.INVU · Entity 7528 | Director · President, Acting COO. | June 24, 2022 | June 28, 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.
Investview, Inc.
Report date June 24, 2022 · Filed June 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 10,320,000 |
Reported balance
After 2022-06-24 transaction · row 1
1 source rowRow 1 · 2022-06-24 · Disposition to issuer · Disposed 30,000,000 · Balance 10,320,000 F1: Disposition to the issuer of restricted stock under Rule 16b-3(e) in exchange for option granted 6/24/2022. See note (2). |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.05 · Expires 2029-06-24 | Direct | 37,500,000 |
Reported balance
After 2022-06-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-24 · Grant · Acquired 37,500,000 · Balance 37,500,000 F2: Acquisition from the issuer of option under Rule 16b-3(d) in exchange for restricted stock. Option issued in consideration for Mr. Bell's services as a director of the Company and pursuant to the Company's 2022 Incentive Plan. Option has multiple vesting dates, as follows: 18,750,000 shares of common stock will vest on November 9, 2022; 18,750,000 shares of common stock will vest on November 9, 2023. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.05 · Expires 2029-06-24 | Direct | 112,500,000 |
Reported balance
After 2022-06-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-24 · Grant · Acquired 75,000,000 · Balance 112,500,000 F3: Acquisition from the issuer of option under Rule 16b-3(d), pursuant to Mr. Bell's employment agreement and in consideration for his services as an executive officer. Option issued pursuant to the Company's 2022 Incentive Plan. Option has multiple vesting dates, as follows: 15,000,000 shares of common stock vest on February 21, 2023; 15,000,000 shares of common stock vest on February 21, 2024; 15,000,000 shares of common stock vest on February 21, 2025; 15,000,000 shares of common stock vest on February 21, 2026; 15,000,000 shares of common stock vest on February 21, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition to the issuer of restricted stock under Rule 16b-3(e) in exchange for option granted 6/24/2022. See note (2).
F2: Acquisition from the issuer of option under Rule 16b-3(d) in exchange for restricted stock. Option issued in consideration for Mr. Bell's services as a director of the Company and pursuant to the Company's 2022 Incentive Plan. Option has multiple vesting dates, as follows: 18,750,000 shares of common stock will vest on November 9, 2022; 18,750,000 shares of common stock will vest on November 9, 2023.
F3: Acquisition from the issuer of option under Rule 16b-3(d), pursuant to Mr. Bell's employment agreement and in consideration for his services as an executive officer. Option issued pursuant to the Company's 2022 Incentive Plan. Option has multiple vesting dates, as follows: 15,000,000 shares of common stock vest on February 21, 2023; 15,000,000 shares of common stock vest on February 21, 2024; 15,000,000 shares of common stock vest on February 21, 2025; 15,000,000 shares of common stock vest on February 21, 2026; 15,000,000 shares of common stock vest on February 21, 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 |
|---|---|---|---|---|---|---|
| June 24, 2022 Filed Jun 28, 2022 23:43 UTC | Investview, Inc. INVU · Entity 7528 | GrantEmployee Stock Option · Derivative | 75,000,000 | $0.00 Strike: $0.05 | $0.00 |
DisclosureSEC source: 0001493152-22-018010 · ownership.xml · derivative · entry 3 Bell James R. · CIK 0001811363 · Director · President, Acting COO. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,500,000 Underlying: Common Stock · 75,000,000 shares Expires 2029-06-24 F3 · price: Acquisition from the issuer of option under Rule 16b-3(d), pursuant to Mr. Bell's employment agreement and in consideration for his services as an executive officer. Option issued pursuant to the Company's 2022 Incentive Plan. Option has multiple vesting dates, as follows: 15,000,000 shares of common stock vest on February 21, 2023; 15,000,000 shares of common stock vest on February 21, 2024; 15,000,000 shares of common stock vest on February 21, 2025; 15,000,000 shares of common stock vest on February 21, 2026; 15,000,000 shares of common stock vest on February 21, 2027. F3 · derivative.exercise_date: Acquisition from the issuer of option under Rule 16b-3(d), pursuant to Mr. Bell's employment agreement and in consideration for his services as an executive officer. Option issued pursuant to the Company's 2022 Incentive Plan. Option has multiple vesting dates, as follows: 15,000,000 shares of common stock vest on February 21, 2023; 15,000,000 shares of common stock vest on February 21, 2024; 15,000,000 shares of common stock vest on February 21, 2025; 15,000,000 shares of common stock vest on February 21, 2026; 15,000,000 shares of common stock vest on February 21, 2027. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 23:43 UTC | Investview, Inc. INVU · Entity 7528 | GrantEmployee Stock Option · Derivative | 37,500,000 | $0.00 Strike: $0.05 | $0.00 |
DisclosureSEC source: 0001493152-22-018010 · ownership.xml · derivative · entry 2 Bell James R. · CIK 0001811363 · Director · President, Acting COO. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500,000 Underlying: Common Stock · 37,500,000 shares Expires 2029-06-24 F2 · price: Acquisition from the issuer of option under Rule 16b-3(d) in exchange for restricted stock. Option issued in consideration for Mr. Bell's services as a director of the Company and pursuant to the Company's 2022 Incentive Plan. Option has multiple vesting dates, as follows: 18,750,000 shares of common stock will vest on November 9, 2022; 18,750,000 shares of common stock will vest on November 9, 2023. F2 · derivative.exercise_date: Acquisition from the issuer of option under Rule 16b-3(d) in exchange for restricted stock. Option issued in consideration for Mr. Bell's services as a director of the Company and pursuant to the Company's 2022 Incentive Plan. Option has multiple vesting dates, as follows: 18,750,000 shares of common stock will vest on November 9, 2022; 18,750,000 shares of common stock will vest on November 9, 2023. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 23:43 UTC | Investview, Inc. INVU · Entity 7528 | Disposition to issuerCommon Stock, $0.001 par value | 30,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-018010 · ownership.xml · nonDerivative · entry 1 Bell James R. · CIK 0001811363 · Director · President, Acting COO. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,320,000 F1 · price: Disposition to the issuer of restricted stock under Rule 16b-3(e) in exchange for option granted 6/24/2022. See note (2). Read SEC document |
| December 27, 2021 Filed Apr 11, 2022 23:12 UTC | Investview, Inc. INVU · Entity 7528 | Tax withholdingCommon Stock, $0.001 par value | 4,680,000 | $0.04 | $187,200.00 |
DisclosureSEC source: 0001493152-22-009639 · ownership.xml · nonDerivative · entry 2 Bell James R. · CIK 0001811363 · Director · President, Acting COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,320,000 F1 · shares: Surrendered to Investview, Inc., at $0.04 per share for payment of taxes due upon vesting of 15,000,000 shares. Read SEC document |
| November 09, 2020 Filed Apr 11, 2022 23:12 UTC | Investview, Inc. INVU · Entity 7528 | GrantCommon Stock, $0.001 par value | 45,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-009639 · ownership.xml · nonDerivative · entry 1 Bell James R. · CIK 0001811363 · Director · President, Acting COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000,000 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.