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.
KonaTel, Inc.
Report date October 20, 2020 · Filed October 23, 2020
Section 16 reporting ended · disclosed 2020-10-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,319,455 |
Ending reported balance
After 2020-10-20 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-08-18 · Sale · Disposed 10,545 · Balance 3,939,455 Row 2 · 2020-08-19 · Sale · Disposed 20,000 · Balance 3,919,455 Row 3 · 2020-10-20 · Sale · Disposed 1,600,000 · Balance 2,319,455 F1: These shares were sold in a privately negotiated transaction. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2023-03-18 | Direct | 31,250 |
Reported balance
Holding disclosure · report date 2020-10-20 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 31,250 |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2023-06-18 | Direct | 62,500 |
Reported balance
Holding disclosure · report date 2020-10-20 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 62,500 |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2023-09-18 | Direct | 93,750 |
Reported balance
Holding disclosure · report date 2020-10-20 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 93,750 |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2023-12-18 | Direct | 125,000 |
Reported balance
Holding disclosure · report date 2020-10-20 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 125,000 |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2024-03-18 | Direct | 156,250 |
Reported balance
Holding disclosure · report date 2020-10-20 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 156,250 |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2024-06-18 | Direct | 187,500 |
Reported balance
Holding disclosure · report date 2020-10-20 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 187,500 |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2024-09-18 | Direct | 218,750 |
Reported balance
Holding disclosure · report date 2020-10-20 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 218,750 |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2024-12-18 | Direct | 250,000 |
Reported balance
Holding disclosure · report date 2020-10-20 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 250,000 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold in a privately negotiated transaction.
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 |
|---|---|---|---|---|---|---|
| October 20, 2020 Filed Oct 23, 2020 16:00 UTC | KonaTel, Inc. KTEL · Entity 8122 | SaleCommon Stock | 1,600,000 | $0.10 | $160,000.00 |
DisclosureSEC source: 0001010412-20-000024 · primary_doc.xml · nonDerivative · entry 3 Atkinson Matthew Hugh · CIK 0001709927 · Former Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,319,455 F1 · shares: These shares were sold in a privately negotiated transaction. Read SEC document |
| August 19, 2020 Filed Oct 23, 2020 16:00 UTC | KonaTel, Inc. KTEL · Entity 8122 | SaleCommon Stock | 20,000 | $0.11 | $2,212.00 |
DisclosureSEC source: 0001010412-20-000024 · primary_doc.xml · nonDerivative · entry 2 Atkinson Matthew Hugh · CIK 0001709927 · Former Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,919,455 Read SEC document |
| August 18, 2020 Filed Oct 23, 2020 16:00 UTC | KonaTel, Inc. KTEL · Entity 8122 | SaleCommon Stock | 10,545 | $0.12 | $1,266.45 |
DisclosureSEC source: 0001010412-20-000024 · primary_doc.xml · nonDerivative · entry 1 Atkinson Matthew Hugh · CIK 0001709927 · Former Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,939,455 Read SEC document |
| April 24, 2018 Filed Jun 25, 2018 17:48 UTC Amendment | KonaTel, Inc. KTEL · Entity 8122 | OtherCommon Stock | 3,950,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001010412-18-000027 · primary_doc.xml · nonDerivative · entry 2 Atkinson Matthew Hugh · CIK 0001709927 · Secretary · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950,000 F2 · kind: Number of shares Mr. Atkinson received in the M2 Equity Partners LLC distribution on April 24, 2018. See Footnote 1. Read SEC document |
| April 24, 2018 Filed Jun 25, 2018 17:48 UTC Amendment | KonaTel, Inc. KTEL · Entity 8122 | OtherCommon Stock | 12,100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001010412-18-000027 · primary_doc.xml · nonDerivative · entry 1 Atkinson Matthew Hugh · CIK 0001709927 · Secretary · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · M2 Equity Partners LLC Disclosed balance after: 0 F1 · kind: On April 24, 2018, the 12,100,000 shares of our common stock that were acquired by M2 Equity Partners, LLC, under a Common Stock Purchase Agreement were distributed to its members, pro rata, in accordance with their respective membership interests. This action was approved by the requisite members of M2 Equity Partners, LLC, on April 9, 2018. All of these transferred shares remain subject to the Shareholder Voting Agreement and the Lock-Up/Leak-Out Agreement, see Exhibit 9 to the Amended Current Report on Form 8-K/A dated November 15, 2017, and filed with the Securities and Exchange Commission December 20, 2017. 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.