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.
Coda Octopus Group, Inc.
Report date July 20, 2020 · Filed July 22, 2020
Jointly reported with Bryan Ezralow 1994 Trust dated December 22, 1994
Section 16 reporting ended · disclosed 2020-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Bryan Ezralow 1994 Trust u/t/d/ 12/22/1994 | 896,079 |
Reported balance
After 2020-07-20 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2020-07-20 · Sale · Disposed 12,000 · Balance 896,079 |
| Common StockSEC Table I · non-derivative | IndirectBy EZ MM&B Holdings, LLC | 177,041 |
Reported balance
Holding disclosure · report date 2020-07-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 177,041 F1: The reporting person disclaims beneficial ownership of these shares except to the extent of the reporting person's pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these shares except to the extent of the reporting person's pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
Jaguar Health, Inc.
Report date October 04, 2018 · Filed October 12, 2018
Jointly reported with Bryan Ezralow 1994 Trust dated December 22, 1994
Section 16 reporting ended · disclosed 2018-10-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy EZ MM&B Holdings, LLC | 416,667 |
Reported balance
Holding disclosure · report date 2018-10-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 416,667 |
| Common StockSEC Table I · non-derivative | IndirectBy Bryan Ezralow 1994 Trust u/t/d December 22, 1994 | 1,250,000 |
Reported balance
Holding disclosure · report date 2018-10-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,250,000 |
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 |
|---|---|---|---|---|---|---|
| July 20, 2020 Filed Jul 22, 2020 18:30 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 12,000 | $6.21 | $74,496.00 |
DisclosureSEC source: 0001753926-20-000203 · ownership.xml · nonDerivative · entry 1 Ezralow Bryan · CIK 0001697957 · Former 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · Former 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust u/t/d/ 12/22/1994 Disclosed balance after: 896,079 Read SEC document |
| March 31, 2020 Filed Apr 10, 2020 21:41 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 2,290 | $5.70 | $13,053.00 |
DisclosureSEC source: 0001753926-20-000085 · ownership.xml · nonDerivative · entry 3 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust u/t/d/ 12/22/1994 Disclosed balance after: 908,079 F1 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| March 26, 2020 Filed Apr 10, 2020 21:41 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 1,000 | $5.70 | $5,700.00 |
DisclosureSEC source: 0001753926-20-000085 · ownership.xml · nonDerivative · entry 2 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust u/t/d/ 12/22/1994 Disclosed balance after: 910,369 F1 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| March 25, 2020 Filed Apr 10, 2020 21:41 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 1,200 | $5.70 | $6,840.00 |
DisclosureSEC source: 0001753926-20-000085 · ownership.xml · nonDerivative · entry 1 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust u/t/d/ 12/22/1994 Disclosed balance after: 911,369 F1 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 15, 2019 Filed May 20, 2019 20:21 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 11,428 | $14.70 | $168,022.46 |
DisclosureSEC source: 0001250853-19-000070 · primary_doc.xml · nonDerivative · entry 2 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust dated December 22, 1994 Disclosed balance after: 912,569 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.50 to $14.90, inclusive. The reporting person undertakes to provide to Coda Octopus Group, Inc., any security holder of Coda Octopus Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. F3 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 14, 2019 Filed May 20, 2019 20:21 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 10,457 | $14.72 | $153,934.36 |
DisclosureSEC source: 0001250853-19-000070 · primary_doc.xml · nonDerivative · entry 1 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust dated December 22, 1994 Disclosed balance after: 923,997 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.50 to $15.00, inclusive. The reporting person undertakes to provide to Coda Octopus Group, Inc., any security holder of Coda Octopus Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F3 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 10, 2019 Filed May 10, 2019 19:06 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 26,110 | $15.21 | $397,172.27 |
DisclosureSEC source: 0001250853-19-000067 · primary_doc.xml · nonDerivative · entry 3 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust u/t/d/ 12/22/1994 Disclosed balance after: 932,661 F1 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 10, 2019 Filed May 20, 2019 19:52 UTC Amendment | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 24,317 | $15.23 | $370,364.93 |
DisclosureSEC source: 0001250853-19-000069 · primary_doc.xml · nonDerivative · entry 5 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust dated December 22, 1994 Disclosed balance after: 934,454 F7 · shares: Due to a clerical error, the 26,110 shares reported in the original Form 4 as being sold on May 10, 2019 was incorrect. The correct number of shares sold on May 10, 2019 was 24,317 shares. F6 · price: The original Form 4 did not report that these shares were sold in multiple transactions at a range of prices. This amended Form 4 is being filed to show that the price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.75 to $15.60, inclusive. The reporting person undertakes to provide to Coda Octopus Group, Inc., any security holder of Coda Octopus Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (6) to this Form 4. F8 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 09, 2019 Filed May 10, 2019 19:06 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 31,223 | $15.35 | $479,269.93 |
DisclosureSEC source: 0001250853-19-000067 · primary_doc.xml · nonDerivative · entry 2 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust u/t/d/ 12/22/1994 Disclosed balance after: 958,771 F1 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 09, 2019 Filed May 20, 2019 19:52 UTC Amendment | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 31,223 | $15.35 | $479,269.93 |
DisclosureSEC source: 0001250853-19-000069 · primary_doc.xml · nonDerivative · entry 4 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust dated December 22, 1994 Disclosed balance after: 958,771 F5 · price: The original Form 4 did not report that these shares were sold in multiple transactions at a range of prices. This amended Form 4 is being filed to show that the price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.00 to $16.00, inclusive. The reporting person undertakes to provide to Coda Octopus Group, Inc., any security holder of Coda Octopus Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (5) to this Form 4. F8 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 08, 2019 Filed May 10, 2019 19:06 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 22,575 | $18.22 | $411,415.83 |
DisclosureSEC source: 0001250853-19-000067 · primary_doc.xml · nonDerivative · entry 1 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust u/t/d/ 12/22/1994 Disclosed balance after: 989,994 F1 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 08, 2019 Filed May 20, 2019 19:52 UTC Amendment | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 20.5 | $19.38 | $397.28 |
DisclosureSEC source: 0001250853-19-000069 · primary_doc.xml · nonDerivative · entry 3 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust dated December 22, 1994 Disclosed balance after: 989,994 F1 · shares: The fractional number of shares shown results from the aggregation of these shares based on the price range of one dollar (or less) within which these shares were sold. The total number of shares sold on May 8, 2019 was 22,575 shares. F4 · price: The original Form 4 did not report that these shares were sold in multiple transactions at a range of prices. This amended Form 4 is being filed to show that the price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.28 to $19.40, inclusive. The reporting person undertakes to provide to Coda Octopus Group, Inc., any security holder of Coda Octopus Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. F8 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 08, 2019 Filed May 20, 2019 19:52 UTC Amendment | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 18,519 | $18.43 | $341,290.35 |
DisclosureSEC source: 0001250853-19-000069 · primary_doc.xml · nonDerivative · entry 2 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust dated December 22, 1994 Disclosed balance after: 990,014.5 F3 · price: The original Form 4 did not report that these shares were sold in multiple transactions at a range of prices. This amended Form 4 is being filed to show that the price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.25 to $19.23, inclusive. The reporting person undertakes to provide to Coda Octopus Group, Inc., any security holder of Coda Octopus Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) to this Form 4. F8 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| May 08, 2019 Filed May 20, 2019 19:52 UTC Amendment | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 4,035.5 | $17.28 | $69,729.00 |
DisclosureSEC source: 0001250853-19-000069 · primary_doc.xml · nonDerivative · entry 1 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust dated December 22, 1994 Disclosed balance after: 1,008,533.5 F1 · shares: The fractional number of shares shown results from the aggregation of these shares based on the price range of one dollar (or less) within which these shares were sold. The total number of shares sold on May 8, 2019 was 22,575 shares. F2 · price: The original Form 4 did not report that these shares were sold in multiple transactions at a range of prices. This amended Form 4 is being filed to show that the price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.08 to $17.30, inclusive. The reporting person undertakes to provide to Coda Octopus Group, Inc., any security holder of Coda Octopus Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. F8 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. Read SEC document |
| October 31, 2018 Filed Nov 20, 2018 19:09 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | OtherCommon Stock | 26,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001250853-18-000144 · primary_doc.xml · nonDerivative · entry 1 Ezralow Bryan · CIK 0001697957 · 10% owner Bryan Ezralow 1994 Trust dated December 22, 1994 · CIK 0001704066 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Bryan Ezralow 1994 Trust dated December 22, 1994 Disclosed balance after: 1,012,569 F1 · kind: Pro rata distribution from a limited liability company of which the reporting person is a non-managing member. F2 · ownership.nature: These shares are owned directly by the Bryan Ezralow 1994 Trust dated December 22, 1994, a ten percent beneficial owner of the Issuer, and indirectly by Bryan Ezralow as trustee of such Trust. Bryan Ezralow is a ten percent beneficial owner of the Issuer. 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.