Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expion Energy, Inc.XPON · Entity 8198 | Director | August 13, 2026 | August 26, 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.
Expion Energy, Inc.
Report date August 13, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,379 |
Reported balance
After 2026-08-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-13 · Grant · Acquired 5,000 · Balance 18,379 F1: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share. The RSUs vested in full on the grant date. F2: Includes (i) 14,588 shares of Common Stock, and (ii) 3,791 shares of Common Stock which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of August 25, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share. The RSUs vested in full on the grant date.
F2: Includes (i) 14,588 shares of Common Stock, and (ii) 3,791 shares of Common Stock which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of August 25, 2026.
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 13, 2026 Filed Aug 26, 2026 01:57 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-26-000324 · ownership.xml · nonDerivative · entry 1 Schaffner Brian Paul · CIK 0001921639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,379 F1 · shares: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share. The RSUs vested in full on the grant date. F2 · balance_after: Includes (i) 14,588 shares of Common Stock, and (ii) 3,791 shares of Common Stock which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of August 25, 2026. Read SEC document |
| October 16, 2025 Filed Nov 21, 2025 00:54 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-25-000553 · ownership.xml · nonDerivative · entry 1 Schaffner Brian Paul · CIK 0001921639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,493 F1 · shares: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The RSUs vested in full on October 16, 2025. F2 · balance_after: Includes (i) 115,057 shares of Common Stock, and (ii) 45,436 shares of Common Stock, which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of November 20, 2025. Read SEC document |
| July 31, 2025 Filed Aug 2, 2025 01:56 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantStock Option (Right to Buy) · Derivative | 43,519 | $0.00 Strike: $0.77 | $0.00 |
DisclosureSEC source: 0001903596-25-000376 · ownership.xml · derivative · entry 1 Schaffner Brian Paul · CIK 0001921639 · Director · CEO and Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,519 Underlying: Common Stock · 43,519 shares Expires 2035-07-31 F1 · derivative.exercise_price: The exercise price of the Options (as defined below) was determined based on the closing price of the Issuer's common stock, par value $0.001 per share, on the date the Options were conditionally approved by the compensation committee of the board of directors. F2 · shares: Reflects a grant of stock options (the "Options") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan (the "Plan"). The Options were approved by the compensation committee of the board of directors on April 9, 2025, subject to stockholder approval of an increase in the number of shares available for issuance under the Plan under which the Options were granted (the "Plan Amendment"). The Plan Amendment was approved by stockholders on July 31, 2025. The Options vested in full and became immediately exercisable on July 31, 2025. Read SEC document |
| April 09, 2025 Filed Apr 10, 2025 23:00 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-25-000182 · ownership.xml · nonDerivative · entry 1 Schaffner Brian Paul · CIK 0001921639 · Director · CEO and Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,850 F1 · shares: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The RSUs vested in full on April 9, 2025. F2 · balance_after: Includes (i) 57 shares of Common Stock, (ii) 15,000 RSUs, which were granted to the Reporting Person on April 9, 2025 as reported herein, and (iii) 1,793 shares of Common Stock, which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of April 10, 2025. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 01:58 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 2,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-24-000018 · ownership.xml · nonDerivative · entry 2 Schaffner Brian Paul · CIK 0001921639 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,952 F2 · shares: Reflects a grant of RSUs made to the Reporting Person under the Plan. The number of RSUs granted is equal to $13,520 divided by the closing price of the Common Stock on the grant date, which was January 16, 2024. The RSUs vested in full on January 16, 2024. F3 · balance_after: Includes (i) 5,620 RSUs granted to the Reporting Person on January 16, 2024 under the Plan, which are subject to vesting as reported above, and (ii) 158,332 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Plan. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 01:58 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 2,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-24-000018 · ownership.xml · nonDerivative · entry 1 Schaffner Brian Paul · CIK 0001921639 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,975 F1 · shares: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan (the "Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The number of RSUs granted is equal to $12,000 divided by the closing price of the Common Stock on the grant date, which was January 16, 2024. The RSUs shall vest in four equal installments on January 16, 2024, April 1, 2024, July 1, 2024 and October 1, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| August 23, 2023 Filed Aug 28, 2023 12:04 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $4.92 | $0.00 |
DisclosureSEC source: 0001903596-23-000666 · ownership.xml · derivative · entry 1 Schaffner Brian Paul · CIK 0001921639 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2033-08-23 F1 · shares: Reflects a grant of stock options ("Options") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. The Options vest and become exercisable in 12 equal quarterly installments through June 30, 2026, with the first installment vesting commencing on September 30, 2023, subject to the Reporting Person's continued service to the Issuer through each such vesting date. F1 · derivative.exercise_date: Reflects a grant of stock options ("Options") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. The Options vest and become exercisable in 12 equal quarterly installments through June 30, 2026, with the first installment vesting commencing on September 30, 2023, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| May 02, 2022 Filed May 5, 2022 21:18 UTC | Expion Energy, Inc. xpon · Entity 8198 | GrantOptions · Derivative | 150,000 | $0.00 Strike: $3.35 | $0.00 |
DisclosureSEC source: 0001921639-22-000002 · primary_doc.xml · derivative · entry 1 Schaffner Brian Paul · CIK 0001921639 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Options · 150,000 shares Expires 2032-05-02 Read SEC document |
| May 02, 2022 Filed Dec 28, 2022 23:37 UTC Amendment | Expion Energy, Inc. XPON · Entity 8198 | GrantOptions · Derivative | 150,000 | $0.00 Strike: $3.36 | $0.00 |
DisclosureSEC source: 0001903596-22-000970 · ownership.xml · derivative · entry 1 Schaffner Brian Paul · CIK 0001921639 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2032-05-02 F1 · derivative.exercise_price: This Form 4 is being filed to amend the exercise price of the granted options previously reported as being $3.35 to $3.36 and to amend the title of the underlying securities previously reported as being "Options" to "Common Stock". 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.