Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Investview, Inc.INVU · Entity 7528 | Corporate Secretary | April 24, 2020 | May 13, 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.
Investview, Inc.
Report date April 24, 2020 · Filed May 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 12,970,680 |
Reported balance
After 2020-04-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-26 · Sale · Disposed 1,000,000 · Balance 12,970,680 F1: On April 28th 2020 William Kosoff sold 1,000,000 Shares of restricted common shares to a private party. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 28th 2020 William Kosoff sold 1,000,000 Shares of restricted common shares to a private party.
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 03, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 1,500 | $0.15 | $225.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 20 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,088 Read SEC document |
| October 23, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 500 | $0.16 | $80.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 19 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,588 Read SEC document |
| October 23, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 500 | $0.20 | $100.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 18 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,088 Read SEC document |
| October 20, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 300 | $0.20 | $60.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 17 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,888 Read SEC document |
| September 30, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 2,500 | $0.30 | $750.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 16 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,588 Read SEC document |
| September 25, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 1,000 | $0.30 | $300.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 15 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,088 Read SEC document |
| September 21, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 1,000 | $0.30 | $300.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 14 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,088 Read SEC document |
| September 18, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 3,000 | $0.30 | $900.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 13 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,088 Read SEC document |
| September 17, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 2,500 | $0.22 | $550.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 12 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,088 Read SEC document |
| September 15, 2015 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | PurchaseCommon Stock, $0.001 par value | 2,000 | $0.20 | $400.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 11 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,588 Read SEC document |
| February 15, 2015 Filed Apr 6, 2018 20:43 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 5,000 | $0.03 | $169.50 |
DisclosureSEC source: 0001654954-18-003702 · section16.xml · nonDerivative · entry 6 KOSOFF WILLIAM C · CIK 0001173157 · Acting Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,195,918 Read SEC document |
| October 23, 2014 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | OtherCommon Stock, $0.001 par value | 50,000 | $1.03 | $51,500.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 10 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,588 F2 · security: On October 23, 2014 the reporting person acquired 50,000 shares of common stock in lieu of cash salary in the amount of $51,500 accrued in calendar year 2010, which such transaction was approved by the non-interested directors of the Company. F2 · date: On October 23, 2014 the reporting person acquired 50,000 shares of common stock in lieu of cash salary in the amount of $51,500 accrued in calendar year 2010, which such transaction was approved by the non-interested directors of the Company. Read SEC document |
| July 30, 2014 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | OtherCommon Stock, $0.001 par value | 50,000 | $0.82 | $41,000.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 9 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,588 F1 · security: On July 30th, 2014 the reporting person was granted 50,000 shares of common stock for services as a director, which transaction was approved by the non-interested directors of the Company. F1 · date: On July 30th, 2014 the reporting person was granted 50,000 shares of common stock for services as a director, which transaction was approved by the non-interested directors of the Company. Read SEC document |
| March 13, 2014 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 1,000 | $1.61 | $1,610.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 8 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,588 Read SEC document |
| March 03, 2014 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 5,500 | $1.55 | $8,525.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 7 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,588 Read SEC document |
| December 16, 2013 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 2,000 | $2.00 | $4,000.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 6 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,008 Read SEC document |
| December 13, 2013 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 500 | $2.00 | $1,000.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 5 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,088 Read SEC document |
| March 28, 2013 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 550 | $1.85 | $1,017.50 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 4 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,588 Read SEC document |
| March 26, 2013 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 33 | $1.75 | $57.75 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 3 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,204 Read SEC document |
| December 19, 2012 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 448 | $3.00 | $1,344.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 2 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,171 Read SEC document |
| August 30, 2010 Filed Aug 3, 2017 19:56 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 3,750 | $4.00 | $15,000.00 |
DisclosureSEC source: 0001144204-17-040303 · v472292_4.xml · nonDerivative · entry 1 KOSOFF WILLIAM C · CIK 0001173157 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,619 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.