Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HealthLynked CorpHLYK · Entity 8075 | Director · Chief Financial Officer | July 22, 2026 | July 24, 2026 |
| Sono Group N.V.SEVCF · Entity 1306 | CEO, Managing Director · 10% owner | January 01, 2025 | January 02, 2025 |
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.
HealthLynked Corp
Report date July 22, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Options to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $3.50 · Expires 2036-07-22 | Direct | 37,612 |
Reported balance
After 2026-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 35,000 · Balance 37,612 F1: Options vest in full upon the Issuer's successful approval for listing on the Nasdaq Capital Market while filer is actively serving as Interim Chief Financial Officer of the Issuer. F2: Includes options being reported hereunder plus 2,612 warrants with an exercise price of $6.70. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest in full upon the Issuer's successful approval for listing on the Nasdaq Capital Market while filer is actively serving as Interim Chief Financial Officer of the Issuer.
F2: Includes options being reported hereunder plus 2,612 warrants with an exercise price of $6.70.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | IndirectBy SVSE LLC | 230,751 |
Reported balance
Holding disclosure · report date 2025-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 230,751 F1: The amount of securities reported herein reflects the 1-for-75 reverse stock split effected by Sono Group N.V. (the "Issuer") on December 23, 2024. F2: George O'Leary, as the sole member of SVSE LLC, has voting and dispositive power with respect to the ordinary shares and high voting shares held by SVSE LLC, the record holder of such securities. As a result, George O'Leary is deemed to have beneficial ownership of the securities held by SVSE LLC. George O'Leary's membership interest in SVSE LLC will vest upon the later of (i) March 25, 2029 and (ii) the date on which the collateral pledge of the ordinary shares and high voting shares held by SVSE LLC, issued pursuant to the Security Agreement, dated February 5, 2024, by and between SVSE LLC and YA II PN, Ltd., and the other transaction documents related thereto, has been validly terminated in accordance with its terms. |
| High Voting SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSee Footnote | Not disclosed |
Reported balance
Holding disclosure · report date 2025-01-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F3: Each high voting share is convertible into one ordinary share and entitles the holder thereof to twenty-five (25) votes per share. The high voting shares are convertible at any time and have no expiration date. F1: The amount of securities reported herein reflects the 1-for-75 reverse stock split effected by Sono Group N.V. (the "Issuer") on December 23, 2024. F2: George O'Leary, as the sole member of SVSE LLC, has voting and dispositive power with respect to the ordinary shares and high voting shares held by SVSE LLC, the record holder of such securities. As a result, George O'Leary is deemed to have beneficial ownership of the securities held by SVSE LLC. George O'Leary's membership interest in SVSE LLC will vest upon the later of (i) March 25, 2029 and (ii) the date on which the collateral pledge of the ordinary shares and high voting shares held by SVSE LLC, issued pursuant to the Security Agreement, dated February 5, 2024, by and between SVSE LLC and YA II PN, Ltd., and the other transaction documents related thereto, has been validly terminated in accordance with its terms. |
Filing footnotes · ownership attribution and instrument terms
F1: The amount of securities reported herein reflects the 1-for-75 reverse stock split effected by Sono Group N.V. (the "Issuer") on December 23, 2024.
F2: George O'Leary, as the sole member of SVSE LLC, has voting and dispositive power with respect to the ordinary shares and high voting shares held by SVSE LLC, the record holder of such securities. As a result, George O'Leary is deemed to have beneficial ownership of the securities held by SVSE LLC. George O'Leary's membership interest in SVSE LLC will vest upon the later of (i) March 25, 2029 and (ii) the date on which the collateral pledge of the ordinary shares and high voting shares held by SVSE LLC, issued pursuant to the Security Agreement, dated February 5, 2024, by and between SVSE LLC and YA II PN, Ltd., and the other transaction documents related thereto, has been validly terminated in accordance with its terms.
F3: Each high voting share is convertible into one ordinary share and entitles the holder thereof to twenty-five (25) votes per share. The high voting shares are convertible at any time and have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
New America Acquisition I Corp.
Report date August 26, 2026 · Filed August 27, 2026
Section 16 reporting ended · disclosed 2026-08-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectSeries A Units of New America Sponsor I LLC | 100,000 |
Reported balance
After 2026-08-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-26 · Other · Disposed 50,000 · Balance 100,000 F1: Represents the surrender by the Reporting Person of 50,000 Series A Units of New America Sponsor I LLC (the "Sponsor") to the Sponsor pursuant to a Definitive Separation Agreement, dated as of August 26, 2026, between the Sponsor and the Reporting Person. Each Series A Unit of the Sponsor represents an interest in the shares of Class B common stock of the Issuer held by the Sponsor. F2: The Series A Units were surrendered for aggregate consideration of $100 (equivalent to $0.002 per underlying share of Class B common stock), representing a return of the capital contribution attributable to the surrendered units. F3: Reflects 100,000 shares of Class B common stock of the Issuer underlying 100,000 Series A Units of the Sponsor held by the Reporting Person. Shares of Class B common stock automatically convert into shares of Class A common stock of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. The Reporting Person disclaims beneficial ownership of the securities held by the Sponsor except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission of beneficial ownership for purposes of Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the surrender by the Reporting Person of 50,000 Series A Units of New America Sponsor I LLC (the "Sponsor") to the Sponsor pursuant to a Definitive Separation Agreement, dated as of August 26, 2026, between the Sponsor and the Reporting Person. Each Series A Unit of the Sponsor represents an interest in the shares of Class B common stock of the Issuer held by the Sponsor.
F2: The Series A Units were surrendered for aggregate consideration of $100 (equivalent to $0.002 per underlying share of Class B common stock), representing a return of the capital contribution attributable to the surrendered units.
F3: Reflects 100,000 shares of Class B common stock of the Issuer underlying 100,000 Series A Units of the Sponsor held by the Reporting Person. Shares of Class B common stock automatically convert into shares of Class A common stock of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. The Reporting Person disclaims beneficial ownership of the securities held by the Sponsor except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission of beneficial ownership for purposes of Section 16 or any other purpose.
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 26, 2026 Filed Aug 27, 2026 20:30 UTC | New America Acquisition I Corp. NWAX · Entity 5457 | OtherClass B Common Stock | 50,000 | $0.00 | $100.00 |
DisclosureSEC source: 0001493152-26-040409 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · CFO (former) 10b5-1 filing: No plan indicated Ownership: Indirect · Series A Units of New America Sponsor I LLC Disclosed balance after: 100,000 F1 · kind: Represents the surrender by the Reporting Person of 50,000 Series A Units of New America Sponsor I LLC (the "Sponsor") to the Sponsor pursuant to a Definitive Separation Agreement, dated as of August 26, 2026, between the Sponsor and the Reporting Person. Each Series A Unit of the Sponsor represents an interest in the shares of Class B common stock of the Issuer held by the Sponsor. F2 · price: The Series A Units were surrendered for aggregate consideration of $100 (equivalent to $0.002 per underlying share of Class B common stock), representing a return of the capital contribution attributable to the surrendered units. F3 · balance_after: Reflects 100,000 shares of Class B common stock of the Issuer underlying 100,000 Series A Units of the Sponsor held by the Reporting Person. Shares of Class B common stock automatically convert into shares of Class A common stock of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. The Reporting Person disclaims beneficial ownership of the securities held by the Sponsor except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission of beneficial ownership for purposes of Section 16 or any other purpose. F3 · ownership.nature: Reflects 100,000 shares of Class B common stock of the Issuer underlying 100,000 Series A Units of the Sponsor held by the Reporting Person. Shares of Class B common stock automatically convert into shares of Class A common stock of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. The Reporting Person disclaims beneficial ownership of the securities held by the Sponsor except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission of beneficial ownership for purposes of Section 16 or any other purpose. Read SEC document |
| July 22, 2026 Filed Jul 24, 2026 20:09 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantOptions to purchase common stock · Derivative | 35,000 | $0.00 Strike: $3.50 | $0.00 |
DisclosureSEC source: 0001213900-26-081380 · ownership.xml · derivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,612 Underlying: Common stock · 35,000 shares Expires 2036-07-22 F1 · derivative.exercise_date: Options vest in full upon the Issuer's successful approval for listing on the Nasdaq Capital Market while filer is actively serving as Interim Chief Financial Officer of the Issuer. F2 · balance_after: Includes options being reported hereunder plus 2,612 warrants with an exercise price of $6.70. Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 20:05 UTC | HealthLynked Corp HLYK · Entity 8075 | OtherWarrants to purchase common stock · Derivative | 261,194 | $0.00 Strike: $0.07 | $0.00 |
DisclosureSEC source: 0001213900-23-046774 · ownership.xml · derivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,194 Underlying: Common stock · 261,194 shares Expires 2028-06-02 F1 · kind: Reporting person received the warrants to purchase shares of Issuer's common stock directly in connection with a loan agreement the reporting person entered into with the Issuer on the warrant date. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 21:05 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantCommon stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-006422 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 929,115 Read SEC document |
| October 20, 2022 Filed Oct 21, 2022 21:04 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantOptions to purchase common stock · Derivative | 1,200,000 | $0.00 Strike: $0.06 | $0.00 |
DisclosureSEC source: 0001213900-22-065570 · ownership.xml · derivative · entry 3 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000,000 Underlying: Common stock · 1,200,000 shares Expires 2032-10-20 F2 · derivative.exercise_date: Options vest as follows: (i) 150,000 options vest upon grant, (ii) 12,500 vest each month for 36 months beginning on the 13th month from grant date for a total of 450,000 options, (iii) 75,000 per year for four years vest based on Company achievement of board-approved earnings in fiscal years 2022-25 for a total of 300,000 options, and (iv) 75,000 per year for four years vest based on reporting person's achievement of individual performance goals established by the CEO for fiscal years 2022-25 for a total of 300,000 options. Read SEC document |
| October 20, 2022 Filed Oct 21, 2022 21:04 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantCommon stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-065570 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 879,115 Read SEC document |
| December 21, 2021 Filed Jan 21, 2022 21:47 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantCommon stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-003088 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,115 Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 21:12 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantOptions to purchase common stock · Derivative | 500,000 | $0.00 Strike: $0.27 | $0.00 |
DisclosureSEC source: 0001213900-21-061953 · ownership.xml · derivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 shares Expires 2031-11-22 F1 · derivative.exercise_date: 250,000 options vested upon grant, 83,333 vest on the first anniversary of the grant date, 83,333 vest on the second anniversary of the grant date, and 83,334 vest on the third anniversary of the grant date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:20 UTC | HealthLynked Corp HLYK · Entity 8075 | PurchaseWarrant to purchase common stock · Derivative | 25,000 | $0.50 Strike: $0.60 | $12,500.00 |
DisclosureSEC source: 0001213900-21-013221 · ownership.xml · derivative · entry 2 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,525,000 Underlying: Common Stock · 25,000 shares Expires 2026-02-28 F1 · price: Shares were purchased as 50,000 shares for $0.50 per share. Each unit consists of two shares of common stock and one warrant to purchase one warrant share of common stock at $0.60 per warrant share. F2 · ownership.nature: Shares and warrants acquired by reporting person's spouse Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:20 UTC | HealthLynked Corp HLYK · Entity 8075 | PurchaseCommon Stock | 50,000 | $0.50 | $25,000.00 |
DisclosureSEC source: 0001213900-21-013221 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,757,328 F1 · price: Shares were purchased as 50,000 shares for $0.50 per share. Each unit consists of two shares of common stock and one warrant to purchase one warrant share of common stock at $0.60 per warrant share. F2 · ownership.nature: Shares and warrants acquired by reporting person's spouse Read SEC document |
| January 13, 2021 Filed Jan 14, 2021 21:32 UTC | HealthLynked Corp HLYK · Entity 8075 | PurchaseWarrant to purchase common stock · Derivative | 50,000 | Not disclosed Strike: $0.35 | Not disclosed |
DisclosureSEC source: 0001213900-21-002250 · ownership.xml · derivative · entry 3 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,500,000 Underlying: Common Stock · 50,000 shares Expires 2026-01-12 F1 · price: Shares and warrants were purchased as 100,000 units for $0.25 per unit. Each unit consists of one share of common stock and a warrant to purchase one share of common stock. F2 · ownership.nature: Shares and warrants acquired by reporting person's spouse Read SEC document |
| January 13, 2021 Filed Jan 14, 2021 21:32 UTC | HealthLynked Corp HLYK · Entity 8075 | PurchaseCommon Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-002250 · ownership.xml · nonDerivative · entry 2 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,635,213 F1 · price: Shares and warrants were purchased as 100,000 units for $0.25 per unit. Each unit consists of one share of common stock and a warrant to purchase one share of common stock. F2 · ownership.nature: Shares and warrants acquired by reporting person's spouse Read SEC document |
| January 13, 2021 Filed Jan 14, 2021 21:32 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-002250 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,535,213 Read SEC document |
| October 19, 2020 Filed Oct 21, 2020 20:23 UTC | HealthLynked Corp HLYK · Entity 8075 | OtherCommon Stock | 1,130,213 | $0.14 | $160,490.25 |
DisclosureSEC source: 0001213900-20-032550 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,530,213 F1 · kind: The reporting person received the common stock in consideration for units of MedOffice Direct LLC owned by the reporting person and acquired by the Issuer pursuant to an Agreement and Plan of Merger between the Issuer and MedOffice Direct LLC. Read SEC document |
| July 20, 2020 Filed Jul 21, 2020 20:08 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-018163 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400,000 Read SEC document |
| July 01, 2018 Filed Mar 29, 2019 10:07 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantStock Option (Right to Buy) · Derivative | 1,200,000 | $0.00 Strike: $0.31 | $0.00 |
DisclosureSEC source: 0001213900-19-005170 · ownership.xml · derivative · entry 2 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200,000 Underlying: Common Stock · 1,200,000 shares Expires 2028-07-01 F1 · derivative.exercise_date: The options vest as follows: (i) 150,000 options vest on July 1, 2019; (ii) 12,500 options vest on the first day of each month, starting August 1, 2019 for 36 months thereafter; and (iii) 600,000 options vest upon achievement of various performance target goals. Read SEC document |
| July 01, 2018 Filed Mar 29, 2019 10:07 UTC | HealthLynked Corp HLYK · Entity 8075 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-19-005170 · ownership.xml · nonDerivative · entry 1 O'Leary George · CIK 0001430860 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200,000 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.