Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Driveitaway Holdings, Inc.CLCN · Entity 9741 | 10% owner | April 20, 2022 | April 29, 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.
Driveitaway Holdings, Inc.
Report date April 20, 2022 · Filed April 29, 2022
Jointly reported with PATRIZIO PAUL
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAEP Holdings, LLC | 10,184,912 |
Reported balance
After 2022-04-20 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-04-20 · Exercise / conversion · Acquired 10,184,912 · Balance 10,184,912 F1: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F2: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Series A Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectAEP Holdings, LLC | 0 |
Reported balance
After 2022-04-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-04-20 · Conversion · Disposed 300,000 · Balance 0 F1: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F2: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances.
F2: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| April 20, 2022 Filed Apr 29, 2022 15:44 UTC | Driveitaway Holdings, Inc. CLCN · Entity 9741 | ConversionSeries A Convertible Preferred Stock · Derivative | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001731122-22-000788 · ownership.xml · derivative · entry 2 PATRIZIO PAUL · CIK 0001297711 · Director · 10% owner AEP Holdings LLC · CIK 0001919326 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · AEP Holdings, LLC Disclosed balance after: 0 Underlying: Common Stock · 10,184,912 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F1 · price: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F1 · derivative.exercise_date: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F1 · derivative.expiration_date: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F2 · ownership.direct: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 20, 2022 Filed Apr 29, 2022 15:44 UTC | Driveitaway Holdings, Inc. CLCN · Entity 9741 | Exercise / conversionCommon Stock | 10,184,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001731122-22-000788 · ownership.xml · nonDerivative · entry 1 PATRIZIO PAUL · CIK 0001297711 · Director · 10% owner AEP Holdings LLC · CIK 0001919326 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · AEP Holdings, LLC Disclosed balance after: 10,184,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F1 · price: The common shares were acquired upon the voluntary conversion of Series A Convertible Preferred Stock held by the reporting person. Each share of Series A Convertible Preferred Stock was convertible into 33.94971 shares of common stock at the option of the holder, and mandatorily at the option of the company under certain circumstances. F2 · ownership.direct: Paul Patrizio is the manager of AEP Holdings, LLC, and has voting control over shares owned by AEP Holdings, LLC, and may be deemed to have indirect beneficial ownership of all or a portion of the securities owned directly by AEP Holdings, LLC, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. 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.