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.
Investview, Inc.
Report date December 30, 2021 · Filed April 11, 2022
Section 16 reporting ended · disclosed 2022-04-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 11,889,737 |
Ending reported balance
After 2022-01-06 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-12-27 · Tax withholding · Disposed 1,559,293 · Balance 118,440,707 F1: Surrendered to Investview, Inc., pursuant to tax withholding. Row 2 · 2022-01-06 · Disposition to issuer · Disposed 85,000,000 · Balance 33,440,707 F2: Includes 75,000,000 shares surrendered to Investview in connection with Mr. Romano's resignation from the board of directors and transition to consulting status and 10,000,000 shares received in connection with Mr. Romano's service on the board of directors that had not yet vested. Row 3 · 2022-01-06 · Tax withholding · Disposed 21,550,970 · Balance 11,889,737 F3: Surrendered to Investview, Inc., pursuant to tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrendered to Investview, Inc., pursuant to tax withholding.
F2: Includes 75,000,000 shares surrendered to Investview in connection with Mr. Romano's resignation from the board of directors and transition to consulting status and 10,000,000 shares received in connection with Mr. Romano's service on the board of directors that had not yet vested.
F3: Surrendered to Investview, Inc., pursuant to tax withholding.
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 |
|---|---|---|---|---|---|---|
| January 06, 2022 Filed Apr 11, 2022 23:15 UTC | Investview, Inc. INVU · Entity 7528 | Tax withholdingCommon Stock, $0.001 par value | 21,550,970 | $0.04 | $862,038.80 |
DisclosureSEC source: 0001493152-22-009641 · ownership.xml · nonDerivative · entry 3 Romano Mario · CIK 0001521344 · Director · Director of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,889,737 F3 · shares: Surrendered to Investview, Inc., pursuant to tax withholding. Read SEC document |
| January 06, 2022 Filed Apr 11, 2022 23:15 UTC | Investview, Inc. INVU · Entity 7528 | Disposition to issuerCommon Stock, $0.001 par value | 85,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-009641 · ownership.xml · nonDerivative · entry 2 Romano Mario · CIK 0001521344 · Director · Director of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,440,707 F2 · shares: Includes 75,000,000 shares surrendered to Investview in connection with Mr. Romano's resignation from the board of directors and transition to consulting status and 10,000,000 shares received in connection with Mr. Romano's service on the board of directors that had not yet vested. Read SEC document |
| December 27, 2021 Filed Apr 11, 2022 23:15 UTC | Investview, Inc. INVU · Entity 7528 | Tax withholdingCommon Stock, $0.001 par value | 1,559,293 | $0.04 | $62,371.72 |
DisclosureSEC source: 0001493152-22-009641 · ownership.xml · nonDerivative · entry 1 Romano Mario · CIK 0001521344 · Director · Director of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,440,707 F1 · shares: Surrendered to Investview, Inc., pursuant to tax withholding. Read SEC document |
| August 21, 2020 Filed Aug 27, 2020 18:20 UTC | Investview, Inc. INVU · Entity 7528 | GiftCommon Stock, $0.001 par value | 50,000,000 | $0.03 | $1,250,000.00 |
DisclosureSEC source: 0001493152-20-016834 · ownership.xml · nonDerivative · entry 1 Romano Mario · CIK 0001521344 · Director · Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Thru Wealth Engineering, LLC Disclosed balance after: 60,356,942 F1 · security: On August 21,2020 Wealth Engineering, LLC transferred a TOTAL of 50,000,000 shares of restricted common stock to family members of Annette Raynor and Mario Romano, its Managing Members. Read SEC document |
| February 26, 2020 Filed May 13, 2020 22:55 UTC | Investview, Inc. INVU · Entity 7528 | GiftCommon Stock, $0.001 par value | 15,000,000 | $0.03 | $450,000.00 |
DisclosureSEC source: 0001493152-20-008557 · ownership.xml · nonDerivative · entry 1 Romano Mario · CIK 0001521344 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Thru Wealth Engineering LLC Disclosed balance after: 291,706,942 F1 · security: 15,000,000 shares were gifted to a non- affiliate private individual from Wealth Engineering LLC, an entity jointly owned by its members Annette Raynor and Mario Romano. F2 · balance_after: The 291,706,942 shares are jointly owned by Mario Romano and Annette Raynor the Managing Partners of Wealth Engineering, LLC. Read SEC document |
| February 11, 2020 Filed Sep 29, 2020 22:21 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 40,000,000 | $0.03 | $1,000,000.00 |
DisclosureSEC source: 0001493152-20-018566 · ownership.xml · nonDerivative · entry 1 Romano Mario · CIK 0001521344 · Director · Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Thru Wealth Engineering, LLC Disclosed balance after: 100,853,471 F1 · security: On February 11, 2020 Wealth Engineering, LLC entered an agreement to sell 40,000,000 shares of restricted common stock to Wealth Colony, LLC. The transaction was finalized with the transfer of the 40,000,000 shares on 8/20/2020. Read SEC document |
| July 24, 2019 Filed Jul 26, 2019 20:44 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 190,000,000 | $0.01 | $2,470,000.00 |
DisclosureSEC source: 0001493152-19-011204 · ownership.xml · nonDerivative · entry 1 Romano Mario · CIK 0001521344 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Thru Wealth Engineering LLC Disclosed balance after: 405,356,942 F1 · security: 190,000,000 shares were issued to Wealth Engineering LLC, an entity jointly owned by its members Annette Raynor and Mario Romano, for Executive Compensation vesting over two years conditional upon continued employment. F2 · balance_after: Includes 105,000,000 shares beneficially owned Directly by Mr. Romano that was issued on 10/12/2017 in addition to the 110,356,942 that is Indirectly beneficially owned through Wealth Engineering, LLC prior to the issuance of the 190,000,000 shares. Read SEC document |
| July 24, 2019 Filed Jul 29, 2019 10:42 UTC Amendment | Investview, Inc. INVU · Entity 7528 | GrantCommon Stock, $0.001 par value | 190,000,000 | $0.01 | $2,470,000.00 |
DisclosureSEC source: 0001493152-19-011247 · ownership.xml · nonDerivative · entry 1 Romano Mario · CIK 0001521344 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Thru Wealth Engineering LLC Disclosed balance after: 405,456,942 F2 · security: 190,000,000 shares were issued to Wealth Engineering LLC, an entity jointly owned by its members Annette Raynor and Mario Romano, for Executive Compensation vesting over two years conditional upon continued employment. F1 · kind: The Form 4 filed originally on 7/26/2019 had an incorrect transaction code of "S" indicating a sale of equity rather than the correct code "A" denoting a Stock Grant as Executive Compensation. In addition the number of shares beneficially owned was corrected from 405,356,942 shares to 405,456,942 shares. F1 · balance_after: The Form 4 filed originally on 7/26/2019 had an incorrect transaction code of "S" indicating a sale of equity rather than the correct code "A" denoting a Stock Grant as Executive Compensation. In addition the number of shares beneficially owned was corrected from 405,356,942 shares to 405,456,942 shares. F3 · balance_after: Includes 105,000,000 shares beneficially owned Directly by Mr. Romano that was issued on 10/12/2017 in addition to the 110,356,942 that is Indirectly beneficially owned through Wealth Engineering, LLC prior to the issuance of the 190,000,000 shares. Read SEC document |
| February 26, 2018 Filed Mar 2, 2018 22:38 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 12,500,000 | $0.02 | $250,000.00 |
DisclosureSEC source: 0001144204-18-012624 · tv487308_4.xml · nonDerivative · entry 1 Romano Mario · CIK 0001521344 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Thru Wealth Engineering LLC Disclosed balance after: 215,356,942 F1 · security: On February 26, 2018 Wealth Engineering, LLC sold 12,500,000 shares privately to two parties. F2 · balance_after: Includes 105,000,000 shares beneficially owned Directly by Mr. Romano that was issued on 10/12/2017 in addition to the 110,356,942 that is Indirectly beneficially owned through Wealth Engineering, LLC. Read SEC document |
| October 12, 2017 Filed Feb 7, 2018 19:26 UTC | Investview, Inc. INVU · Entity 7528 | OtherCommon Stock, $0.001 par value | 105,000,000 | $0.07 | $7,350,000.00 |
DisclosureSEC source: 0001144204-18-006231 · tv485148_4.xml · nonDerivative · entry 2 Romano Mario · CIK 0001521344 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,856,942 F2 · security: As part of the distribution on October 12, 2017, 105,000,000 shares were distributed to Mr. Romano in proportion to his individual ownership in Wealth Engineering, LLC. Read SEC document |
| October 12, 2017 Filed Feb 7, 2018 19:26 UTC | Investview, Inc. INVU · Entity 7528 | OtherCommon Stock, $0.001 par value | 285,644,751 | $0.07 | $19,995,132.57 |
DisclosureSEC source: 0001144204-18-006231 · tv485148_4.xml · nonDerivative · entry 1 Romano Mario · CIK 0001521344 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Thru Wealth Engineering LLC Disclosed balance after: 122,856,942 F1 · security: On October 12, 2017 Wealth Engineering, LLC distributed 285,644,751 shares to its non-managing members according to their percentage of ownership at the time of the Contribution and Merger Agreement between Investview, Inc., and Wealth Generators LLC that was effective April, 3, 2017. Prior to this distribution there were 418,501,693 shares jointly owned by the members of Wealth Engineering, LLC 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.