Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Research Solutions, Inc.RSSS · Entity 6984 | Chief Sales Officer | September 17, 2020 | September 21, 2020 |
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.
Research Solutions, Inc.
Report date September 17, 2020 · Filed September 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.43 · Expires 2030-09-17 | Direct | 65,000 |
Reported balance
After 2020-09-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-09-17 · Grant · Acquired 65,000 · Balance 65,000 F1: 1/3rd on September 17, 2021, and 1/12th on the last day of each quarter commencing September 30, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/3rd on September 17, 2021, and 1/12th on the last day of each quarter commencing September 30, 2021.
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 17, 2020 Filed Sep 21, 2020 23:07 UTC | Research Solutions, Inc. RSSS · Entity 6984 | GrantStock Option (Right to Buy) · Derivative | 65,000 | $0.00 Strike: $2.43 | $0.00 |
DisclosureSEC source: 0001104659-20-107103 · tm2031333d1_4.xml · derivative · entry 1 van Erkel Rogier · CIK 0001749243 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common Stock · 65,000 shares Expires 2030-09-17 F1 · derivative.exercise_date: 1/3rd on September 17, 2021, and 1/12th on the last day of each quarter commencing September 30, 2021. Read SEC document |
| June 08, 2020 Filed Aug 11, 2020 18:23 UTC | Research Solutions, Inc. RSSS · Entity 6984 | PurchaseCommon Stock Warrants (right to buy) · Derivative | 15,000 | $1.25 Strike: $1.25 | $18,750.00 |
DisclosureSEC source: 0001104659-20-093218 · tm2027280d1_4.xml · derivative · entry 2 van Erkel Rogier · CIK 0001749243 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2021-06-23 Read SEC document |
| May 14, 2020 Filed Aug 11, 2020 18:23 UTC | Research Solutions, Inc. RSSS · Entity 6984 | PurchaseCommon Stock | 100 | $2.75 | $275.00 |
DisclosureSEC source: 0001104659-20-093218 · tm2027280d1_4.xml · nonDerivative · entry 1 van Erkel Rogier · CIK 0001749243 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Read SEC document |
| July 03, 2018 Filed Aug 22, 2018 01:51 UTC | Research Solutions, Inc. RSSS · Entity 6984 | GrantStock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $1.95 | $0.00 |
DisclosureSEC source: 0001749243-18-000002 · primary_doc.xml · derivative · entry 1 van Erkel Rogier · CIK 0001749243 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2028-07-03 F1 · derivative.exercise_date: 1/3 vests on July 2, 2019, and 1/12th vests on the last day of each quarter commencing September 30, 2019. Immediate vesting upon change in control. 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.