Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AIR INDUSTRIES GROUPAIRI · Entity 7887 | Director · 10% owner | February 12, 2026 | February 17, 2026 |
| Bridgeline Digital, Inc.BLIN · Entity 7897 | Director | October 01, 2016 | April 03, 2017 |
| INTELLINETICS, INC.INLX · Entity 7575 | 10% owner | October 06, 2026 | October 07, 2026 |
| Icagen, Inc.NONE · Entity 155263 | 10% owner | August 26, 2019 | August 28, 2019 |
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.
AIR INDUSTRIES GROUP
Report date February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,159 |
Reported balance
After 2026-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-12 · Grant · Acquired 12,159 · Balance 12,159 F1: Each RSU represents the right to receive, at settlement, one share of common stock. The RSUs vested upon grant and shall be settled on the later of: (A) the first anniversary of the Award Date and (B) the occurrence of a Change in Control, which for purposes of the Award Agreement, must constitute an event described in Treasury Regulation Section 1.409A-3(a)(5); provided, however, that if the event in (B) has not occurred by the eighteen (18) month anniversary of the Award Date, the vested RSUs shall be settled on the eighteen (18) month anniversary of the Award Date. |
| Common StockSEC Table I · non-derivative | Direct | 287,737 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 287,737 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $3.00 · Expires 2030-11-30 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,000 F2: Vests as to 5,000 shares on December 31, 2025, 2,500 shares on February 28, 2026 and 2,500 shares on May 31, 2026. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $3.75 · Expires 2029-08-31 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 10,000 F3: Exercisable in full. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $3.50 · Expires 2028-05-31 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,000 F3: Exercisable in full. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $3.43 · Expires 2028-06-30 | Direct | 2,120 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,120 F3: Exercisable in full. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2027-04-30 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,000 F3: Exercisable in full. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $13.20 · Expires 2027-12-31 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,000 F3: Exercisable in full. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $23.80 · Expires 2026-12-31 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 1,000 F3: Exercisable in full. |
| Convertible NotesSEC Table II · derivative / convertible security · Conversion / exercise price $15.00 · Expires 2026-07-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-02-12 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance Not disclosed F4: Represents Issuer's 6% convertible notes received pursuant to amendment to Issuer's 8% convertible notes and includes accrued interest through December 31, 2020. F5: Includes accrued interest on the Notes through December 31, 2020 and the shares that would be issued upon conversion for the interest accrued through December 31, 2020. Does not include shares to be issued upon conversion for interest accrued after December 31, 2020. |
| Convertible NotesSEC Table II · derivative / convertible security · Conversion / exercise price $9.30 · Expires 2026-07-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-02-12 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance Not disclosed F5: Includes accrued interest on the Notes through December 31, 2020 and the shares that would be issued upon conversion for the interest accrued through December 31, 2020. Does not include shares to be issued upon conversion for interest accrued after December 31, 2020. |
| Convertible NotesSEC Table II · derivative / convertible security · Conversion / exercise price $15.00 · Expires 2026-07-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-02-12 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance Not disclosed F5: Includes accrued interest on the Notes through December 31, 2020 and the shares that would be issued upon conversion for the interest accrued through December 31, 2020. Does not include shares to be issued upon conversion for interest accrued after December 31, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents the right to receive, at settlement, one share of common stock. The RSUs vested upon grant and shall be settled on the later of: (A) the first anniversary of the Award Date and (B) the occurrence of a Change in Control, which for purposes of the Award Agreement, must constitute an event described in Treasury Regulation Section 1.409A-3(a)(5); provided, however, that if the event in (B) has not occurred by the eighteen (18) month anniversary of the Award Date, the vested RSUs shall be settled on the eighteen (18) month anniversary of the Award Date.
F2: Vests as to 5,000 shares on December 31, 2025, 2,500 shares on February 28, 2026 and 2,500 shares on May 31, 2026.
F3: Exercisable in full.
F4: Represents Issuer's 6% convertible notes received pursuant to amendment to Issuer's 8% convertible notes and includes accrued interest through December 31, 2020.
F5: Includes accrued interest on the Notes through December 31, 2020 and the shares that would be issued upon conversion for the interest accrued through December 31, 2020. Does not include shares to be issued upon conversion for interest accrued after December 31, 2020.
Bridgeline Digital, Inc.
Report date October 01, 2016 · Filed April 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Preferred Series A StockSEC Table I · non-derivative | Direct | 814 |
Reported balance
After 2016-10-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2016-10-01 · Grant · Acquired 836 · Balance 814 F1: Quarterly preferred stock dividend. F2: Convertible to common stock at $0.65 per share. |
| Preferred Series A StockSEC Table I · non-derivative | Direct | 1,696 |
Reported balance
After 2017-01-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2017-01-01 · Grant · Acquired 1,696 · Balance 1,696 F3: Quarterly preferred stock dividend. F4: Convertible to common stock at $0.65 per share. |
| Preferred Series A Common StockSEC Table I · non-derivative | Direct | 1,710 |
Reported balance
After 2017-04-01 transaction · row 3
1 source rowRow 3 · 2017-04-01 · Grant · Acquired 1,710 · Balance 1,710 F5: Quarterly preferred stock dividend. F6: Convertible to common stock at $0.65 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly preferred stock dividend.
F2: Convertible to common stock at $0.65 per share.
F3: Quarterly preferred stock dividend.
F4: Convertible to common stock at $0.65 per share.
F5: Quarterly preferred stock dividend.
F6: Convertible to common stock at $0.65 per share.
INTELLINETICS, INC.
Report date October 06, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 459,338 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Purchase · Acquired 4,000 · Balance 459,338 |
Icagen, Inc.
Report date August 26, 2019 · Filed August 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| WarrantSEC Table II · derivative / convertible security · Conversion / exercise price $3.50 · Expires 2024-08-26 | Direct | 71,428 |
Reported balance
After 2019-08-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-08-26 · Grant · Acquired 71,428 · Balance 71,428 F1: These warrants were acquired in connection with the purchase of a 15% Subordinated Promissory Note in the aggregate amount of $250,000. |
| Series C Convertible Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $3.50 | Direct | 114,285 |
Reported balance
After 2019-08-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-08-26 · Grant · Acquired 71,428 · Balance 114,285 F2: These shares of Series C Preferred Stock were acquired in connection with the purchase of a 15% Subordinated Promissory Note in the aggregate amount of $250,000 and there is no expiration date. F3: The Series C Convertible Preferred Stock is convertible at the option of the holder at any time into such number of shares of common stock as shall be equal to the $3.50 plus any accrued and unpaid dividends on such share of Series C Convertible Preferred Stock (the "Accreted Value") divided by the conversion price, which initially shall be $3.50 per share, subject to certain customary anti-dilution adjustments. In addition, the Series C Convertible Preferred Stock automatically converts into shares of Common Stock upon the occurrence of certain events described in the Series C Convertible Preferred Stock's Certificate of Designation. |
Filing footnotes · ownership attribution and instrument terms
F1: These warrants were acquired in connection with the purchase of a 15% Subordinated Promissory Note in the aggregate amount of $250,000.
F2: These shares of Series C Preferred Stock were acquired in connection with the purchase of a 15% Subordinated Promissory Note in the aggregate amount of $250,000 and there is no expiration date.
F3: The Series C Convertible Preferred Stock is convertible at the option of the holder at any time into such number of shares of common stock as shall be equal to the $3.50 plus any accrued and unpaid dividends on such share of Series C Convertible Preferred Stock (the "Accreted Value") divided by the conversion price, which initially shall be $3.50 per share, subject to certain customary anti-dilution adjustments. In addition, the Series C Convertible Preferred Stock automatically converts into shares of Common Stock upon the occurrence of certain events described in the Series C Convertible Preferred Stock's Certificate of Designation.
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 |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 7, 2026 20:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCommon Stock | 4,000 | $5.00 | $20,000.00 |
DisclosureSEC source: 0001493152-26-046129 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 459,338 Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 01:46 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCommon Stock | 999 | $5.52 | $5,517.08 |
DisclosureSEC source: 0001493152-26-041129 · ownership.xml · nonDerivative · entry 2 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455,338 Read SEC document |
| August 27, 2026 Filed Sep 2, 2026 01:46 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCommon Stock | 1 | $5.00 | $5.00 |
DisclosureSEC source: 0001493152-26-041129 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,339 Read SEC document |
| June 17, 2026 Filed Jun 19, 2026 01:30 UTC | INTELLINETICS, INC. INLX · Entity 7575 | SaleCommon Stock | 550 | $6.50 | $3,575.00 |
DisclosureSEC source: 0001493152-26-029434 · ownership.xml · nonDerivative · entry 2 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 454,338 F1 · ownership.nature: By Taglich Brothers, Inc. Read SEC document |
| June 16, 2026 Filed Jun 19, 2026 01:30 UTC | INTELLINETICS, INC. INLX · Entity 7575 | SaleCommon Stock | 3,754 | $6.58 | $24,701.32 |
DisclosureSEC source: 0001493152-26-029434 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 454,888 F1 · ownership.nature: By Taglich Brothers, Inc. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 12:13 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantRestricted Stock Units · Derivative | 12,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-016882 · ownership.xml · derivative · entry 2 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,159 Underlying: Common Stock · 12,159 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of common stock. The RSUs vested upon grant and shall be settled on the later of: (A) the first anniversary of the Award Date and (B) the occurrence of a Change in Control, which for purposes of the Award Agreement, must constitute an event described in Treasury Regulation Section 1.409A-3(a)(5); provided, however, that if the event in (B) has not occurred by the eighteen (18) month anniversary of the Award Date, the vested RSUs shall be settled on the eighteen (18) month anniversary of the Award Date. F1 · derivative.exercise_date: Each RSU represents the right to receive, at settlement, one share of common stock. The RSUs vested upon grant and shall be settled on the later of: (A) the first anniversary of the Award Date and (B) the occurrence of a Change in Control, which for purposes of the Award Agreement, must constitute an event described in Treasury Regulation Section 1.409A-3(a)(5); provided, however, that if the event in (B) has not occurred by the eighteen (18) month anniversary of the Award Date, the vested RSUs shall be settled on the eighteen (18) month anniversary of the Award Date. F1 · derivative.expiration_date: Each RSU represents the right to receive, at settlement, one share of common stock. The RSUs vested upon grant and shall be settled on the later of: (A) the first anniversary of the Award Date and (B) the occurrence of a Change in Control, which for purposes of the Award Agreement, must constitute an event described in Treasury Regulation Section 1.409A-3(a)(5); provided, however, that if the event in (B) has not occurred by the eighteen (18) month anniversary of the Award Date, the vested RSUs shall be settled on the eighteen (18) month anniversary of the Award Date. Read SEC document |
| January 05, 2026 Filed Jan 21, 2026 21:42 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 23,996 | $2.84 | $68,148.64 |
DisclosureSEC source: 0001213900-26-006241 · ownership.xml · nonDerivative · entry 2 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 0 F1 · kind: Taglich Brothers, Inc., of which the Reporting Person is Managing Director, sold 11,998 shares to the Reporting Person and 11,998 shares to Michael Taglich. F1 · ownership.nature: Taglich Brothers, Inc., of which the Reporting Person is Managing Director, sold 11,998 shares to the Reporting Person and 11,998 shares to Michael Taglich. Read SEC document |
| January 05, 2026 Filed Jan 21, 2026 21:42 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 11,998 | $2.84 | $34,074.32 |
DisclosureSEC source: 0001213900-26-006241 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,737 F1 · kind: Taglich Brothers, Inc., of which the Reporting Person is Managing Director, sold 11,998 shares to the Reporting Person and 11,998 shares to Michael Taglich. Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 00:48 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantStock Options · Derivative | 10,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001213900-25-119801 · ownership.xml · derivative · entry 3 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-11-30 F2 · derivative.exercise_date: Vests as to 5,000 shares on December 31, 2025, 2,500 shares on February 28, 2026 and 2,500 shares on May 31, 2026. Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 22:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | SaleCommon Stock | 35,732 | $11.00 | $393,052.00 |
DisclosureSEC source: 0001493152-25-017661 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 458,642 F1 · ownership.nature: By Taglich Brothers, Inc. Read SEC document |
| April 22, 2025 Filed Apr 23, 2025 21:08 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantCommon Stock | 4,130 | $3.05 | $12,596.50 |
DisclosureSEC source: 0001213900-25-034689 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,739 F1 · kind: Grant pursuant to equity plan. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:44 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | Disposition to issuerConvertible Notes · Derivative | 3,011 | Not disclosed Strike: $9.30 | Not disclosed |
DisclosureSEC source: 0001213900-25-010116 · ownership.xml · derivative · entry 14 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 0 Underlying: Common Stock · 3,011 shares Expires 2026-07-01 F6 · kind: Convertible Notes were paid in full on January 31, 2025. F6 · price: Convertible Notes were paid in full on January 31, 2025. F5 · derivative.underlying_shares: Includes accrued interest on the Notes through December 31, 2020 and the shares that would be issued upon conversion for the interest accrued through December 31, 2020. Does not include shares to be issued upon conversion for interest accrued after December 31, 2020. F8 · ownership.nature: Represents 7% convertible notes issued to Taglich Brothers, Inc., of which the Reporting Person is Managing Director, issued in lieu of cash payment of commissions earned for acting as placement agent for the sale of Issuer's 7% convertible notes in January 2019. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:44 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | Disposition to issuerConvertible Notes · Derivative | 14,217 | Not disclosed Strike: $15.00 | Not disclosed |
DisclosureSEC source: 0001213900-25-010116 · ownership.xml · derivative · entry 12 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 0 Underlying: Common Stock · 14,217 shares Expires 2026-07-01 F6 · kind: Convertible Notes were paid in full on January 31, 2025. F6 · price: Convertible Notes were paid in full on January 31, 2025. F5 · derivative.underlying_shares: Includes accrued interest on the Notes through December 31, 2020 and the shares that would be issued upon conversion for the interest accrued through December 31, 2020. Does not include shares to be issued upon conversion for interest accrued after December 31, 2020. F7 · ownership.nature: Represents 6% convertible notes issued to Taglich Brothers, Inc., of which the Reporting Person is Managing Director, pursuant to amendment to Issuer's 8% convertible notes originally issued in lieu of cash payment of commissions earned for acting as placement agent for the sale of Issuer's 8% convertible notes. Read SEC document |
| January 06, 2025 Filed Jan 8, 2025 23:34 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantCommon Stock | 2,929 | $4.30 | $12,594.70 |
DisclosureSEC source: 0001213900-25-002186 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,609 F1 · kind: Grant pursuant to equity plan. Read SEC document |
| October 07, 2024 Filed Oct 8, 2024 23:01 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantCommon Stock | 2,337 | $5.39 | $12,596.43 |
DisclosureSEC source: 0001213900-24-086351 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,680 F1 · kind: Grant pursuant to equity plan. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:21 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | SaleCommon Stock | 7,015 | $7.00 | $49,105.00 |
DisclosureSEC source: 0001213900-24-079466 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 16,980 F1 · ownership.nature: Represents shares owned by Taglich Brothers, Inc., of which the Reporting Person is Managing Director. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:14 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantStock Options · Derivative | 10,000 | $0.00 Strike: $3.75 | $0.00 |
DisclosureSEC source: 0001213900-24-069656 · ownership.xml · derivative · entry 4 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-08-31 F3 · derivative.exercise_date: Vests as to 2,500 shares on each of August 31, 2024, September 30, 2024, December 31, 2024 and March 31, 2025. Read SEC document |
| July 02, 2024 Filed Jul 5, 2024 16:56 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantCommon Stock | 3,783 | $3.33 | $12,597.39 |
DisclosureSEC source: 0001213900-24-059396 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,343 F1 · kind: Grant pursuant to equity plan. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 22:54 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantCommon Stock | 2,619 | $4.81 | $12,597.39 |
DisclosureSEC source: 0001213900-24-037347 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,560 F1 · kind: Grant pursuant to equity plan. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 21:09 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 4,064 | $3.10 | $12,598.40 |
DisclosureSEC source: 0001213900-24-002699 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,941 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| October 04, 2023 Filed Oct 4, 2023 20:25 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 4,359 | $2.89 | $12,597.51 |
DisclosureSEC source: 0001013762-23-001629 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,877 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| July 19, 2023 Filed Jul 20, 2023 20:21 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 4,467 | $3.54 | $15,813.18 |
DisclosureSEC source: 0001213900-23-058511 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,518 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 21:30 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCommon Stock | 1,000 | $3.39 | $3,390.00 |
DisclosureSEC source: 0001493152-23-021505 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453,149 Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 20:34 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantStock Options · Derivative | 10,000 | $0.00 Strike: $3.50 | $0.00 |
DisclosureSEC source: 0001213900-23-046829 · ownership.xml · derivative · entry 4 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-05-31 F3 · derivative.exercise_date: Vests as to 2,500 shares on each of June 2, 2023, June 30, 2023, September 30, 2023 and December 31, 2023. Read SEC document |
| June 02, 2023 Filed Jun 22, 2023 20:06 UTC Amendment | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantStock Option · Derivative | 1,000 | $0.00 Strike: $3.50 | $0.00 |
DisclosureSEC source: 0001213900-23-050964 · ownership.xml · derivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2028-05-31 F1 · security: Amended to correct number from 10,000 to 1,000 in columns 5, 7 and 9. F2 · derivative.exercise_date: Vests as to 250 shares on each of June 2, 2023, June 30, 2023, September 30, 2023 and December 31, 2023. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:24 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | Disposition to issuerStock Options · Derivative | 1,300 | Not disclosed Strike: $15.90 | Not disclosed |
DisclosureSEC source: 0001213900-23-043094 · ownership.xml · derivative · entry 9 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,300 Underlying: Common Stock · 1,300 shares Expires 2023-05-31 F2 · price: The reporting person and the issuer agreed to a stock option exchange whereby the reporting person exchanged all of his outstanding vested and unvested stock options for an immediately vested stock option to purchase a lesser number of shares than the aggregate number of shares subject to his outstanding stock options, with a modified exercise price and exercise period. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:24 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | Disposition to issuerStock Options · Derivative | 1,000 | Not disclosed Strike: $12.80 | Not disclosed |
DisclosureSEC source: 0001213900-23-043094 · ownership.xml · derivative · entry 8 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2025-12-31 F2 · price: The reporting person and the issuer agreed to a stock option exchange whereby the reporting person exchanged all of his outstanding vested and unvested stock options for an immediately vested stock option to purchase a lesser number of shares than the aggregate number of shares subject to his outstanding stock options, with a modified exercise price and exercise period. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:24 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | Disposition to issuerStock Options · Derivative | 1,000 | Not disclosed Strike: $23.80 | Not disclosed |
DisclosureSEC source: 0001213900-23-043094 · ownership.xml · derivative · entry 7 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2026-12-31 F2 · price: The reporting person and the issuer agreed to a stock option exchange whereby the reporting person exchanged all of his outstanding vested and unvested stock options for an immediately vested stock option to purchase a lesser number of shares than the aggregate number of shares subject to his outstanding stock options, with a modified exercise price and exercise period. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:24 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | Disposition to issuerStock Options · Derivative | 1,000 | Not disclosed Strike: $13.20 | Not disclosed |
DisclosureSEC source: 0001213900-23-043094 · ownership.xml · derivative · entry 6 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2027-12-31 F2 · price: The reporting person and the issuer agreed to a stock option exchange whereby the reporting person exchanged all of his outstanding vested and unvested stock options for an immediately vested stock option to purchase a lesser number of shares than the aggregate number of shares subject to his outstanding stock options, with a modified exercise price and exercise period. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:24 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | Disposition to issuerStock Options · Derivative | 1,000 | Not disclosed Strike: $8.40 | Not disclosed |
DisclosureSEC source: 0001213900-23-043094 · ownership.xml · derivative · entry 5 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2027-04-30 F2 · price: The reporting person and the issuer agreed to a stock option exchange whereby the reporting person exchanged all of his outstanding vested and unvested stock options for an immediately vested stock option to purchase a lesser number of shares than the aggregate number of shares subject to his outstanding stock options, with a modified exercise price and exercise period. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:24 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantStock Options · Derivative | 2,120 | Not disclosed Strike: $3.43 | Not disclosed |
DisclosureSEC source: 0001213900-23-043094 · ownership.xml · derivative · entry 4 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,120 Underlying: Common Stock · 2,120 shares Expires 2028-06-30 F2 · kind: The reporting person and the issuer agreed to a stock option exchange whereby the reporting person exchanged all of his outstanding vested and unvested stock options for an immediately vested stock option to purchase a lesser number of shares than the aggregate number of shares subject to his outstanding stock options, with a modified exercise price and exercise period. F2 · price: The reporting person and the issuer agreed to a stock option exchange whereby the reporting person exchanged all of his outstanding vested and unvested stock options for an immediately vested stock option to purchase a lesser number of shares than the aggregate number of shares subject to his outstanding stock options, with a modified exercise price and exercise period. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:24 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 4,467 | $3.54 | $15,813.18 |
DisclosureSEC source: 0001213900-23-043094 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,051 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| May 23, 2023 Filed Jun 20, 2023 20:21 UTC Amendment | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantStock Option · Derivative | 2,120 | Not disclosed Strike: $3.43 | Not disclosed |
DisclosureSEC source: 0001213900-23-050063 · ownership.xml · derivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,120 Underlying: Common Stock · 2,120 shares Expires 2028-06-30 F1 · kind: This amendment reports that this stock option was issued absent the exchange for all outstanding options as had been previously reported. F1 · price: This amendment reports that this stock option was issued absent the exchange for all outstanding options as had been previously reported. Read SEC document |
| January 09, 2023 Filed Jan 10, 2023 21:14 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 3,160 | $4.38 | $13,840.80 |
DisclosureSEC source: 0001213900-23-002027 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,584 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 20:33 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 23,960 | $0.66 | $15,813.60 |
DisclosureSEC source: 0001213900-22-061907 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394,236 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| July 06, 2022 Filed Jul 6, 2022 20:46 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 22,591 | $0.70 | $15,813.70 |
DisclosureSEC source: 0001213900-22-037655 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,370,276 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| May 13, 2022 Filed May 18, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | OtherWARRANTS · Derivative | 30,607 | Not disclosed Strike: $4.62 | Not disclosed |
DisclosureSEC source: 0001493152-22-014253 · ownership.xml · derivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,125 Underlying: COMMON STOCK · 30,607 shares Expires 2027-03-30 F1 · kind: Placement Agent Warrants were issued at a rate of 10% of the shares sold by Taglich Brothers, Inc. on behalf of the company, as part of a private placement of common stock conducted by the company in April 2022. F1 · price: Placement Agent Warrants were issued at a rate of 10% of the shares sold by Taglich Brothers, Inc. on behalf of the company, as part of a private placement of common stock conducted by the company in April 2022. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 21:01 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantStock Options · Derivative | 10,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0001213900-22-018723 · ownership.xml · derivative · entry 4 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2027-04-30 F4 · derivative.exercise_date: Vests as to 2,500 shares on April 6, 2022, and an additional 2,500 shares on each of June 30, 2022, September 30, 2022 and December 31, 2022. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 21:01 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 18,825 | $0.84 | $15,813.00 |
DisclosureSEC source: 0001213900-22-018723 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,347,685 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCOMMON STOCK | 6,493 | $4.62 | $29,997.66 |
DisclosureSEC source: 0001493152-22-009197 · ownership.xml · nonDerivative · entry 2 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Disclosed balance after: 458,642 Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCOMMON STOCK | 173,159 | $4.62 | $799,994.58 |
DisclosureSEC source: 0001493152-22-009197 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,149 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:14 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 17,378 | $0.91 | $15,813.98 |
DisclosureSEC source: 0001213900-22-000767 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,328,860 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 20:22 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 14,779 | $1.07 | $15,813.53 |
DisclosureSEC source: 0001013762-21-000062 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,311,482 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| August 09, 2021 Filed Aug 10, 2021 18:29 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | PurchaseCommon Stock | 10,000 | $1.25 | $12,469.00 |
DisclosureSEC source: 0001213900-21-041344 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,296,703 Read SEC document |
| July 07, 2021 Filed Jul 8, 2021 20:24 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 12,164 | $1.30 | $15,813.20 |
DisclosureSEC source: 0001213900-21-036187 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,286,703 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| May 18, 2021 Filed May 18, 2021 21:39 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | PurchaseCommon Stock | 20,000 | $1.13 | $22,608.00 |
DisclosureSEC source: 0001213900-21-027703 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,274,539 Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 21:23 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 11,377 | $1.39 | $15,814.03 |
DisclosureSEC source: 0001213900-21-020838 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,254,539 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:18 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | GrantStock Options · Derivative | 10,000 | $0.00 Strike: $1.32 | $0.00 |
DisclosureSEC source: 0001213900-21-001951 · ownership.xml · derivative · entry 4 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2027-12-31 F3 · derivative.exercise_date: Vests as to 2,500 shares on March 31, 2021, an additional 2,500 shares on each of June 30, 2021, September 30, 2021 and December 31, 2021. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:18 UTC | AIR INDUSTRIES GROUP AIRI · Entity 7887 | OtherCommon Stock | 12,857 | $1.23 | $15,814.11 |
DisclosureSEC source: 0001213900-21-000644 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,243,162 F1 · kind: Shares received in lieu of cash payment of director's fees. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 22:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | SaleCOMMON STOCK | 3,397 | $3.73 | $12,670.81 |
DisclosureSEC source: 0001493152-20-023199 · ownership.xml · nonDerivative · entry 1 TAGLICH ROBERT · CIK 0001353439 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,990 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.