Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Investview, Inc.INVU · Entity 7528 | Chief Accounting Officer | September 15, 2021 | November 09, 2021 |
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 September 15, 2021 · Filed November 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 13,333,333 |
Reported balance
After 2021-09-15 transaction · row 1
1 source rowRow 1 · 2021-09-15 · Disposition to issuer · Disposed 6,666,667 · Balance 13,333,333 |
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 15, 2021 Filed Nov 9, 2021 21:17 UTC | Investview, Inc. INVU · Entity 7528 | Disposition to issuerCommon Stock, $0.001 par value | 6,666,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-027669 · ownership.xml · nonDerivative · entry 1 McWidener Jayme L · CIK 0001789431 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,333,333 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.