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.
AgEagle Aerial Systems Inc.
Report date February 27, 2018 · Filed April 10, 2018
Section 16 reporting ended · disclosed 2018-04-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,986 |
Reported balance
After 2018-03-27 transaction · row 1
1 source rowRow 1 · 2018-03-27 · Grant · Acquired 7,986 · Balance 7,986 |
| Common StockSEC Table I · non-derivative | IndirectShares held in IRA Rollover | 445 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 445 |
| Common StockSEC Table I · non-derivative | IndirectShares held in Roth IRA | 293 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 293 |
| Common StockSEC Table I · non-derivative | IndirectShares held in IRA | 143 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 143 |
| Common StockSEC Table I · non-derivative | IndirectShares held by Child's IRA | 86 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 86 |
| Common StockSEC Table I · non-derivative | IndirectShares held by Child's IRA | 86 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 86 |
| Common StockSEC Table I · non-derivative | IndirectShares held by child | 112 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 112 |
| Common StockSEC Table I · non-derivative | IndirectShares held by child | 112 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 112 |
| Common StockSEC Table I · non-derivative | IndirectShares held by Montecito Venture Partners, LLC | 8,551 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 8,551 F1: Shares are held by Montecito Venture Partners, LLC, which Reporting Person serves on the board of managers. |
| Common StockSEC Table I · non-derivative | IndirectShares held in Trust | 10,396 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 10,396 |
| Common StockSEC Table I · non-derivative | IndirectShares held by Child?s Trust | 10,208 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 10,208 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are held by Montecito Venture Partners, LLC, which Reporting Person serves on the board of managers.
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 |
|---|---|---|---|---|---|---|
| March 27, 2018 Filed Apr 10, 2018 17:33 UTC | AgEagle Aerial Systems Inc. ENRJ · Entity 7056 | GrantCommon Stock | 7,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-024486 · doc4.xml · nonDerivative · entry 1 Helfert Lance W · CIK 0001407605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,986 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.