Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE CALYPSO, INC.BCYP · Entity 177114 | Director | December 27, 2016 | April 06, 2017 |
| PodcastOne, Inc.PODC · Entity 6886 | Director | October 08, 2026 | October 14, 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.
BLUE CALYPSO, INC.
Report date December 27, 2016 · Filed April 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 100,000 |
Reported balance
After 2016-12-27 transaction · row 1
1 source rowRow 1 · 2016-12-27 · Grant · Acquired 100,000 · Balance 100,000 |
PodcastOne, Inc.
Report date October 08, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | IndirectSee footnote | 390,832 |
Reported balance
After 2026-10-08 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-10-08 · Purchase · Acquired 4,700 · Balance 390,832 F1: Represents shares held by the D. Jonathan and Odile Merriman Family Trust (the "Trust"), as the Reporting Person, a trustee of the Trust, holds shared voting and dispositive power over such shares. The Reporting Person disclaims beneficial ownership in such shares held by the Trust, except for his pecuniary interest therein. |
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | IndirectSee footnote | 5,200 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,200 F2: Represents shares held in a custodial account for the benefit of the Reporting Person's son under the Uniform Transfers to Minors Act, as the Reporting Person, as the custodian of the custodial account, holds voting and dispositive power over such shares. The Reporting Person disclaims beneficial ownership in such shares held by the custodial account, except for his pecuniary interest therein. |
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | Direct | 249,363 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 249,363 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held by the D. Jonathan and Odile Merriman Family Trust (the "Trust"), as the Reporting Person, a trustee of the Trust, holds shared voting and dispositive power over such shares. The Reporting Person disclaims beneficial ownership in such shares held by the Trust, except for his pecuniary interest therein.
F2: Represents shares held in a custodial account for the benefit of the Reporting Person's son under the Uniform Transfers to Minors Act, as the Reporting Person, as the custodian of the custodial account, holds voting and dispositive power over such shares. The Reporting Person disclaims beneficial ownership in such shares held by the custodial account, except for his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| June 07, 2024 Filed Jun 11, 2024 00:09 UTC | PodcastOne, Inc. PODC · Entity 6886 | PurchaseCommon Stock, $0.00001 par value | 5,000 | $1.90 | $9,500.00 |
DisclosureSEC source: 0001213900-24-051459 · ownership.xml · nonDerivative · entry 2 MERRIMAN D JONATHAN · CIK 0001022711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,839 Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 00:09 UTC | PodcastOne, Inc. PODC · Entity 6886 | PurchaseCommon Stock, $0.00001 par value | 5,000 | $1.92 | $9,600.00 |
DisclosureSEC source: 0001213900-24-051459 · ownership.xml · nonDerivative · entry 1 MERRIMAN D JONATHAN · CIK 0001022711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,839 Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 01:45 UTC | PodcastOne, Inc. PODC · Entity 6886 | PurchaseCommon Stock, $0.00001 par value | 20,000 | $1.94 | $38,800.00 |
DisclosureSEC source: 0001213900-24-050512 · ownership.xml · nonDerivative · entry 2 MERRIMAN D JONATHAN · CIK 0001022711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,839 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.92 to $1.99 inclusive. The Reporting Person undertakes to provide to Issuer or the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote 1. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 01:45 UTC | PodcastOne, Inc. PODC · Entity 6886 | PurchaseCommon Stock, $0.00001 par value | 22,000 | $1.95 | $42,900.00 |
DisclosureSEC source: 0001213900-24-050512 · ownership.xml · nonDerivative · entry 1 MERRIMAN D JONATHAN · CIK 0001022711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,839 Read SEC document |
| June 03, 2024 Filed Jun 6, 2024 00:47 UTC | PodcastOne, Inc. PODC · Entity 6886 | PurchaseCommon Stock, $0.00001 par value | 20,000 | $2.00 | $40,000.00 |
DisclosureSEC source: 0001213900-24-050166 · ownership.xml · nonDerivative · entry 2 MERRIMAN D JONATHAN · CIK 0001022711 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 163,079 F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.95 to $2.05, inclusive. The Reporting Person undertakes to provide to Issuer or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote 2 F3 · ownership.nature: Represents shares held by the D. Jonathan and Odile Merriman Family Trust (the "Trust"), as the Reporting Person, a trustee of the Trust, holds shared voting and dispositive power over such shares. The Reporting Person disclaims beneficial ownership in such shares held by the Trust, except for his pecuniary interest therein. Read SEC document |
| June 03, 2024 Filed Jun 6, 2024 00:47 UTC | PodcastOne, Inc. PODC · Entity 6886 | PurchaseCommon Stock, $0.00001 par value | 28,839 | $1.86 | $53,640.54 |
DisclosureSEC source: 0001213900-24-050166 · ownership.xml · nonDerivative · entry 1 MERRIMAN D JONATHAN · CIK 0001022711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,839 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.80 to $1.95, inclusive. The Reporting Person undertakes to provide to Issuer or the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote 1. Read SEC document |
| December 27, 2016 Filed Apr 6, 2017 20:02 UTC | BLUE CALYPSO, INC. BCYP · Entity 177114 | GrantCommon Stock, par value $0.0001 per share | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-17-000845 · form4-merriman040617.xml · nonDerivative · entry 1 MERRIMAN D JONATHAN · CIK 0001022711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 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.