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 (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ARI NETWORK SERVICES INC /WI
Report date August 29, 2017 · Filed August 31, 2017
Section 16 reporting ended · disclosed 2017-08-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-08-29 transaction · row 1
1 source rowRow 1 · 2017-08-29 · Disposition to issuer · Disposed 27,199 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated June 20, 2017 among the Issuer, Expedition Holdings LLC ("Parent") and Expedition Merger Sub, Inc., at the effective time (the "Effective Time") of the merger (the "Merger") contemplated under the Merger Agreement, each unvested share of restricted stock of the Issuer vested, and each share of Issuer common stock converted into the right to receive $7.10 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 0 |
Reported balance
After 2017-08-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-08-29 · Disposition to issuer · Disposed 88,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated June 20, 2017 among the Issuer, Expedition Holdings LLC ("Parent") and Expedition Merger Sub, Inc., at the effective time (the "Effective Time") of the merger (the "Merger") contemplated under the Merger Agreement, each unvested share of restricted stock of the Issuer vested, and each share of Issuer common stock converted into the right to receive $7.10 in cash. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.25 · Expires 2024-10-07 | Direct | 0 |
Reported balance
After 2017-08-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-08-29 · Disposition to issuer · Disposed 10,000 · Balance 0 F2: At the Effective Time of the Merger, outstanding options were cancelled and converted into the right to receive, for each share of Issuer common stock subject to the option, an amount in cash equal to (x) $7.10, minus (y) the sum of (1) the exercise price per share of common stock of such option,and (2) any applicable withholding amounts. |
| Common Stock WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $2.00 · Expires 2018-03-15 | Direct | 0 |
Reported balance
After 2017-08-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-08-29 · Disposition to issuer · Disposed 28,200 · Balance 0 F3: At the Effective Time of the Merger, the Reporting Person received cash in the amount of $236,883 in connection with the disposition of his outstanding Warrants. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated June 20, 2017 among the Issuer, Expedition Holdings LLC ("Parent") and Expedition Merger Sub, Inc., at the effective time (the "Effective Time") of the merger (the "Merger") contemplated under the Merger Agreement, each unvested share of restricted stock of the Issuer vested, and each share of Issuer common stock converted into the right to receive $7.10 in cash.
F2: At the Effective Time of the Merger, outstanding options were cancelled and converted into the right to receive, for each share of Issuer common stock subject to the option, an amount in cash equal to (x) $7.10, minus (y) the sum of (1) the exercise price per share of common stock of such option,and (2) any applicable withholding amounts.
F3: At the Effective Time of the Merger, the Reporting Person received cash in the amount of $236,883 in connection with the disposition of his outstanding Warrants.
Research Solutions, Inc.
Report date March 31, 2021 · Filed April 05, 2021
Section 16 reporting ended · disclosed 2021-04-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $1.09 · Expires 2026-05-23 | Direct | 0 |
Reported balance
After 2021-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-31 · Disposition to issuer · Disposed 43,750 · Balance 0 |
| Option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $1.05 · Expires 2026-11-20 | Direct | 0 |
Reported balance
After 2021-03-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-03-31 · Disposition to issuer · Disposed 75,000 · Balance 0 |
| Option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $1.20 · Expires 2027-11-20 | Direct | 0 |
Reported balance
After 2021-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-03-31 · Disposition to issuer · Disposed 75,000 · Balance 0 |
| Option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $2.13 · Expires 2030-11-16 | Direct | 0 |
Reported balance
After 2021-03-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-03-31 · Disposition to issuer · Disposed 50,000 · Balance 0 |
| Warrant to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $1.25 · Expires 2021-06-23 | Direct | 0 |
Reported balance
After 2021-03-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-03-31 · Disposition to issuer · Disposed 100,000 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| November 17, 2016 Filed Nov 21, 2016 22:52 UTC | Research Solutions, Inc. RSSS · Entity 6984 | PurchaseCommon Stock | 4,800 | $1.05 | $5,040.00 |
DisclosureSEC source: 0001144204-16-135708 · v453589_4.xml · nonDerivative · entry 3 COOPER CHAD J. · CIK 0001621850 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,500 Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:52 UTC | Research Solutions, Inc. RSSS · Entity 6984 | PurchaseCommon Stock | 4,700 | $1.00 | $4,700.00 |
DisclosureSEC source: 0001144204-16-135708 · v453589_4.xml · nonDerivative · entry 2 COOPER CHAD J. · CIK 0001621850 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,700 Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:52 UTC | Research Solutions, Inc. RSSS · Entity 6984 | PurchaseCommon Stock | 500 | $1.00 | $498.00 |
DisclosureSEC source: 0001144204-16-135708 · v453589_4.xml · nonDerivative · entry 1 COOPER CHAD J. · CIK 0001621850 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 2,000 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.