Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XWELL, Inc.FH · Entity 1233 | VP Legal & Business Affairs | January 17, 2017 | January 20, 2017 |
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.
XWELL, Inc.
Report date January 17, 2017 · Filed January 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,962 |
Reported balance
After 2017-01-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-01-17 · Grant · Acquired 58,962 · Balance 58,962 F1: Represents 58,962 shares of restricted stock which vest on the first anniversary of the grant date. F2: Includes 58,962 shares of unvested restricted stock units. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.12 · Expires 2027-01-17 | Direct | 150,000 |
Reported balance
After 2017-01-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-01-17 · Grant · Acquired 150,000 · Balance 150,000 F3: These options to purchase shares of common stock of the Issuer vest in equal quarterly installments over a one-year period, with one-fourth vesting on the date of grant and one-fourth vesting at the end of each fiscal quarter thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 58,962 shares of restricted stock which vest on the first anniversary of the grant date.
F2: Includes 58,962 shares of unvested restricted stock units.
F3: These options to purchase shares of common stock of the Issuer vest in equal quarterly installments over a one-year period, with one-fourth vesting on the date of grant and one-fourth vesting at the end of each fiscal quarter thereafter.
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 17, 2017 Filed Jan 20, 2017 17:35 UTC | XWELL, Inc. FH · Entity 1233 | GrantStock Option · Derivative | 150,000 | $0.00 Strike: $2.12 | $0.00 |
DisclosureSEC source: 0001144204-17-003248 · v456885_form4.xml · derivative · entry 2 Charkow Jason · CIK 0001694884 · VP Legal & Business Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2027-01-17 F3 · derivative.exercise_date: These options to purchase shares of common stock of the Issuer vest in equal quarterly installments over a one-year period, with one-fourth vesting on the date of grant and one-fourth vesting at the end of each fiscal quarter thereafter. Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 17:35 UTC | XWELL, Inc. FH · Entity 1233 | GrantCommon Stock | 58,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-003248 · v456885_form4.xml · nonDerivative · entry 1 Charkow Jason · CIK 0001694884 · VP Legal & Business Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,962 F1 · shares: Represents 58,962 shares of restricted stock which vest on the first anniversary of the grant date. F2 · balance_after: Includes 58,962 shares of unvested restricted stock units. 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.