Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KonaTel, Inc.KTEL · Entity 8122 | Director · 10% owner | April 24, 2018 | June 21, 2018 |
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.
KonaTel, Inc.
Report date April 24, 2018 · Filed June 21, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectM2 Equity Partners LLC | 0 |
Reported balance
After 2018-04-24 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2018-04-24 · Other · Disposed 12,100,000 · Balance 0 F1: 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 to 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 on December 20, 2017. |
| Common StockSEC Table I · non-derivative | Direct | 4,000,000 |
Last balance in matching sequence
After 2018-06-08 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2018-04-24 · Other · Acquired 3,950,000 · Balance 3,950,000 F2: Number of shares Mr. Savage received in the M2 Equity Partners LLC distribution on April 24, 2018. See Footnote 1. Row 3 · 2018-06-08 · Purchase · Acquired 50,000 · Balance 4,000,000 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2023-03-18 | Direct | 31,250 |
Reported balance
Holding disclosure · report date 2018-04-24 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 31,250 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2023-06-18 | Direct | 62,500 |
Reported balance
Holding disclosure · report date 2018-04-24 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance 62,500 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2023-09-18 | Direct | 93,750 |
Reported balance
Holding disclosure · report date 2018-04-24 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance 93,750 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2023-12-18 | Direct | 125,000 |
Reported balance
Holding disclosure · report date 2018-04-24 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance 125,000 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2024-03-18 | Direct | 156,250 |
Reported balance
Holding disclosure · report date 2018-04-24 · row 8
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 8 · Balance 156,250 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2024-06-18 | Direct | 187,500 |
Reported balance
Holding disclosure · report date 2018-04-24 · row 9
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 9 · Balance 187,500 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2024-09-18 | Direct | 218,750 |
Reported balance
Holding disclosure · report date 2018-04-24 · row 10
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 10 · Balance 218,750 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.22 · Expires 2024-12-18 | Direct | 250,000 |
Reported balance
Holding disclosure · report date 2018-04-24 · row 11
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 11 · Balance 250,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 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 to 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 on December 20, 2017.
F2: Number of shares Mr. Savage received in the M2 Equity Partners LLC distribution on April 24, 2018. See Footnote 1.
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 |
|---|---|---|---|---|---|---|
| June 08, 2018 Filed Jun 21, 2018 17:54 UTC Amendment | KonaTel, Inc. KTEL · Entity 8122 | PurchaseCommon Stock | 50,000 | $0.20 | $10,000.00 |
DisclosureSEC source: 0001010412-18-000026 · primary_doc.xml · nonDerivative · entry 3 Savage Mark S · CIK 0001439800 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000,000 Read SEC document |
| April 24, 2018 Filed Jun 21, 2018 17:54 UTC Amendment | KonaTel, Inc. KTEL · Entity 8122 | OtherCommon Stock | 3,950,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001010412-18-000026 · primary_doc.xml · nonDerivative · entry 2 Savage Mark S · CIK 0001439800 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950,000 F2 · kind: Number of shares Mr. Savage received in the M2 Equity Partners LLC distribution on April 24, 2018. See Footnote 1. Read SEC document |
| April 24, 2018 Filed Jun 21, 2018 17:54 UTC Amendment | KonaTel, Inc. KTEL · Entity 8122 | OtherCommon Stock | 12,100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001010412-18-000026 · primary_doc.xml · nonDerivative · entry 1 Savage Mark S · CIK 0001439800 · Director · 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 to 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 on 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.