Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Holding Corp.CAPS · Entity 8383 | SVP Chief Financial Officer | January 04, 2017 | January 06, 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.
Capstone Holding Corp.
Report date January 04, 2017 · Filed January 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,574 |
Reported balance
After 2017-01-04 transaction · row 1
1 source rowRow 1 · 2017-01-04 · Purchase · Acquired 50,000 · Balance 94,574 |
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 04, 2017 Filed Jan 6, 2017 22:00 UTC | Capstone Holding Corp. CAPS · Entity 8383 | PurchaseCommon Stock | 50,000 | $0.07 | $3,500.00 |
DisclosureSEC source: 0001171843-17-000130 · formfour.xml · nonDerivative · entry 1 TAEGER LESLIE M · CIK 0001257174 · SVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,574 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.