Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XWELL, Inc.XSPA · Entity 1233 | Chief Financial Officer | April 20, 2022 | April 22, 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.
XWELL, Inc.
Report date April 20, 2022 · Filed April 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.43 · Expires 2032-04-20 | Direct | 25,000 |
Reported balance
After 2022-04-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-04-20 · Grant · Acquired 25,000 · Balance 25,000 F1: The option vests in four equal annual installments beginning on March 22, 2023, such that the options will be fully vested on March 22, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in four equal annual installments beginning on March 22, 2023, such that the options will be fully vested on March 22, 2026.
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 22, 2022 18:23 UTC | XWELL, Inc. XSPA · Entity 1233 | GrantEmployee stock option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0000950138-22-000104 · edgar.xml · derivative · entry 1 Berry James A. · CIK 0001835980 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2032-04-20 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on March 22, 2023, such that the options will be fully vested on March 22, 2026. Read SEC document |
| August 20, 2021 Filed Aug 20, 2021 19:17 UTC | XWELL, Inc. XSPA · Entity 1233 | PurchaseCommon Stock | 24,602 | $1.39 | $34,196.78 |
DisclosureSEC source: 0000950138-21-000421 · edgar.xml · nonDerivative · entry 1 Berry James A. · CIK 0001835980 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,213 F1 · balance_after: The total also includes 173,611 restricted stock units, which were granted on December 14, 2020 and were previously reported and which vest in four equal installments over each of the four anniversaries of the date of the grant, such that the options will be fully vested as of December 14, 2024. Read SEC document |
| December 14, 2020 Filed Dec 14, 2020 18:19 UTC | XWELL, Inc. XSPA · Entity 1233 | GrantEmployee stock option (right to buy) · Derivative | 173,611 | $0.00 Strike: $1.44 | $0.00 |
DisclosureSEC source: 0001235110-20-000033 · edgar.xml · derivative · entry 1 Berry James A. · CIK 0001835980 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,611 Underlying: Common Stock · 173,611 shares Expires 2030-12-14 F1 · derivative.exercise_date: Options vest in four equal annual increments over each of the first four anniversaries of the date of grant. 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.