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.
cbdMD, Inc.
Report date April 23, 2020 · Filed April 24, 2020
Section 16 reporting ended · disclosed 2020-04-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,531 |
Reported balance
Holding disclosure · report date 2020-04-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 17,531 F1: The Reporting Person previously served as a member of Issuer's board of directors. The Reporting Person did not stand for re-election at the Issuer's 2020 annual meeting of shareholders held on April 23, 2020 and, accordingly, no longer serves on the Issuer's board of directors. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $5.41 · Expires 2029-05-09 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2020-04-23 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 20,000 F1: The Reporting Person previously served as a member of Issuer's board of directors. The Reporting Person did not stand for re-election at the Issuer's 2020 annual meeting of shareholders held on April 23, 2020 and, accordingly, no longer serves on the Issuer's board of directors. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $3.34 · Expires 2028-08-16 | Direct | 7,000 |
Reported balance
Holding disclosure · report date 2020-04-23 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 7,000 F1: The Reporting Person previously served as a member of Issuer's board of directors. The Reporting Person did not stand for re-election at the Issuer's 2020 annual meeting of shareholders held on April 23, 2020 and, accordingly, no longer serves on the Issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person previously served as a member of Issuer's board of directors. The Reporting Person did not stand for re-election at the Issuer's 2020 annual meeting of shareholders held on April 23, 2020 and, accordingly, no longer serves on the Issuer's board of directors.
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 |
|---|---|---|---|---|---|---|
| January 14, 2020 Filed Jan 16, 2020 07:02 UTC | cbdMD, Inc. YCBD · Entity 8230 | PurchaseCommon Stock | 15,000 | $1.00 | $15,000.00 |
DisclosureSEC source: 0001654954-20-000508 · section16.xml · nonDerivative · entry 1 Morris Gregory C · CIK 0001507821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,531 Read SEC document |
| May 09, 2019 Filed May 13, 2019 12:22 UTC | cbdMD, Inc. LEVB · Entity 8230 | GrantStock Option · Derivative | 20,000 | $0.00 Strike: $5.41 | $0.00 |
DisclosureSEC source: 0001654954-19-005741 · section16.xml · derivative · entry 1 Morris Gregory C · CIK 0001507821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2029-05-09 Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 16:32 UTC | cbdMD, Inc. LEVB · Entity 8230 | GrantOptions grant · Derivative | 7,000 | $0.00 Strike: $3.34 | $0.00 |
DisclosureSEC source: 0001654954-18-009330 · section16.xml · derivative · entry 1 Morris Gregory C · CIK 0001507821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2028-08-16 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.