Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Excel CorpEXCC · Entity 179305 | Chief Financial Officer | January 27, 2017 | February 01, 2017 |
| Expion Energy, Inc.XPON · Entity 8198 | Chief Financial Officer | August 25, 2026 | September 01, 2026 |
| REALLOYS INC.ALOY · Entity 5241 | Director · Chief Financial Officer | February 26, 2026 | February 28, 2026 |
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.
Excel Corp
Report date January 27, 2017 · Filed February 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,982,804 |
Reported balance
After 2017-01-27 transaction · row 1
1 source rowRow 1 · 2017-01-27 · Purchase · Acquired 250,000 · Balance 2,982,804 |
Expion Energy, Inc.
Report date August 25, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
After 2026-08-25 transaction · row 1
1 source rowRow 1 · 2026-08-25 · Grant · Acquired 30,000 · Balance 30,000 F1: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share. Twenty-five percent of the RSUs will vest on the first anniversary of the grant date, and the remainder will vest in 12 equal quarterly installments thereafter, in each case subject to the Reporting Person's continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share. Twenty-five percent of the RSUs will vest on the first anniversary of the grant date, and the remainder will vest in 12 equal quarterly installments thereafter, in each case subject to the Reporting Person's continued service through the vesting date.
REALLOYS INC.
Report date February 26, 2026 · Filed February 28, 2026 · 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 Stock, par value $0.001SEC Table I · non-derivative | IndirectSee Footnote. | 126,250 |
Reported balance
After 2026-02-26 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-26 · Sale · Disposed 17,000 · Balance 126,250 F1: Includes 8,000 shares of common stock owned directly by Robert Winspear, 87,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner, and a warrant for 25,000 shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 8,000 shares of common stock owned directly by Robert Winspear, 87,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner, and a warrant for 25,000 shares of common stock.
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 |
|---|---|---|---|---|---|---|
| August 25, 2026 Filed Sep 1, 2026 01:40 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-26-000338 · ownership.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 F1 · shares: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share. Twenty-five percent of the RSUs will vest on the first anniversary of the grant date, and the remainder will vest in 12 equal quarterly installments thereafter, in each case subject to the Reporting Person's continued service through the vesting date. Read SEC document |
| February 26, 2026 Filed Feb 28, 2026 00:12 UTC Amendment | REALLOYS INC. ALOY · Entity 5241 | SaleCommon Stock, par value $0.001 | 17,000 | $15.09 | $256,547.00 |
DisclosureSEC source: 0001108565-26-000003 · primary_doc.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote. Disclosed balance after: 126,250 F1 · balance_after: Includes 8,000 shares of common stock owned directly by Robert Winspear, 87,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner, and a warrant for 25,000 shares of common stock. F1 · ownership.nature: Includes 8,000 shares of common stock owned directly by Robert Winspear, 87,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner, and a warrant for 25,000 shares of common stock. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:57 UTC | REALLOYS INC. ALOY · Entity 5241 | SaleCommon Stock, par value $0.001 | 17,000 | $15.09 | $256,547.00 |
DisclosureSEC source: 0001108565-26-000002 · primary_doc.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote. Disclosed balance after: 126,250 F1 · balance_after: Includes 8,000 shares of common stock owned directly by Robert Winspear, 87,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner, and a warrant for 25,000 shares of common stock. F1 · ownership.nature: Includes 8,000 shares of common stock owned directly by Robert Winspear, 87,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner, and a warrant for 25,000 shares of common stock. Read SEC document |
| October 16, 2025 Filed Oct 20, 2025 17:03 UTC | REALLOYS INC. BLBX · Entity 5241 | GrantCommon Stock, par value $0.001 | 50,000 | $10.69 | $534,500.00 |
DisclosureSEC source: 0001108565-25-000004 · primary_doc.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 118,250 F1 · balance_after: Includes 25,000 shares of common stock owned directly by Robert Winspear, 87,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, and 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner. F2 · ownership.nature: These securities are directly owned by Winspear Investments LLC, which is 100% owned by Mr. Winspear and his wife. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 19:57 UTC | REALLOYS INC. BLBX · Entity 5241 | GrantCommon Stock, par value $0.001 | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001108565-25-000002 · primary_doc.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,250 F1 · balance_after: Includes 25,000 new shares of common stock reported on this Form 4 that are directly owned by Robert Winspear, 37,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, and 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner. F1 · ownership.direct: Includes 25,000 new shares of common stock reported on this Form 4 that are directly owned by Robert Winspear, 37,000 shares of common stock owned by Winspear Investments LLC which is 100% owned by Mr. Winspear and his wife, and 6,250 shares of common stock owned by ACM Winspear Investments L.P. of which Mr. Winspear is general partner. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 14:52 UTC | REALLOYS INC. BLBX · Entity 5241 | PurchaseCommon Stock, par value $0.001 | 4,521 | $1.30 | $5,877.30 |
DisclosureSEC source: 0001108565-22-000002 · primary_doc.xml · nonDerivative · entry 2 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by ACM Winspear Investments Ltd Disclosed balance after: 173,000 Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 14:52 UTC | REALLOYS INC. BLBX · Entity 5241 | PurchaseCommon Stock, par value $0.001 | 10,479 | $1.15 | $12,050.85 |
DisclosureSEC source: 0001108565-22-000002 · primary_doc.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by ACM Winspear Investments Ltd Disclosed balance after: 168,479 Read SEC document |
| May 20, 2022 Filed May 23, 2022 14:15 UTC | REALLOYS INC. BLBX · Entity 5241 | PurchaseCommon Stock, par value $0.001 | 10,000 | $1.58 | $15,810.00 |
DisclosureSEC source: 0001108565-22-000001 · primary_doc.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 10,000 held by ACM Winspear Investments LP Disclosed balance after: 158,000 Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 19:54 UTC | REALLOYS INC. BLBX · Entity 5241 | PurchaseCommon Stock, par value $0.001 | 9,000 | $1.95 | $17,550.00 |
DisclosureSEC source: 0001108565-21-000004 · primary_doc.xml · nonDerivative · entry 2 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 148,000 F1 · ownership.nature: These securities are directly owned by Winspear Investments LLC, which is 100% owned by Mr. Winspear and his wife. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 19:54 UTC | REALLOYS INC. BLBX · Entity 5241 | PurchaseCommon Stock, par value $0.001 | 80,000 | $5.00 | $400,000.00 |
DisclosureSEC source: 0001108565-21-000004 · primary_doc.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 139,000 F1 · ownership.nature: These securities are directly owned by Winspear Investments LLC, which is 100% owned by Mr. Winspear and his wife. Read SEC document |
| January 27, 2017 Filed Feb 1, 2017 20:02 UTC | Excel Corp EXCC · Entity 179305 | PurchaseCommon Stock | 250,000 | $0.12 | $30,000.00 |
DisclosureSEC source: 0001213900-17-000847 · f4020117winspear_excelcorp.xml · nonDerivative · entry 1 WINSPEAR ROBERT L · CIK 0001108565 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,982,804 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.