Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AppTech Payments Corp.APCX · Entity 2043 | Director | September 01, 2026 | September 03, 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.
AppTech Payments Corp.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSuzanne D. Lord 2025 Spousal Estate Reduction Trust | 1,420,000 |
Reported balance
After 2026-09-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-01 · Purchase · Acquired 20,000 · Balance 1,420,000 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.35 to $0.3693, inclusive. The reporting person undertakes to provide to AppTech Payments Corp., any security holder of AppTech Payments Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote 1 to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectSuzanne D. Lord 2025 Spousal Estate Reduction Trust | 1,440,000 |
Reported balance
After 2026-09-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-02 · Purchase · Acquired 20,000 · Balance 1,440,000 F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.335 to $0.36, inclusive. The reporting person undertakes to provide to AppTech Payments Corp., any security holder of AppTech Payments Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote 2 to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectSuzanne D. Lord 2025 Spousal Estate Reduction Trust | 1,460,000 |
Reported balance
After 2026-09-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-09-03 · Purchase · Acquired 20,000 · Balance 1,460,000 F3: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.33 to $0.36, inclusive. The reporting person undertakes to provide to AppTech Payments Corp., any security holder of AppTech Payments Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote 3 to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.35 to $0.3693, inclusive. The reporting person undertakes to provide to AppTech Payments Corp., any security holder of AppTech Payments Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote 1 to this Form 4.
F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.335 to $0.36, inclusive. The reporting person undertakes to provide to AppTech Payments Corp., any security holder of AppTech Payments Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote 2 to this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.33 to $0.36, inclusive. The reporting person undertakes to provide to AppTech Payments Corp., any security holder of AppTech Payments Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote 3 to this Form 4.
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 |
|---|---|---|---|---|---|---|
| February 04, 2025 Filed May 30, 2025 21:17 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 1,000,000 | $1.00 | $1,000,000.00 |
DisclosureSEC source: 0001683168-25-004108 · ownership.xml · nonDerivative · entry 6 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,450,000 F4 · shares: Shares were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F3 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such shares and is the trustee. Read SEC document |
| February 04, 2025 Filed May 30, 2025 21:17 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 300,000 | $0.83 | $249,900.00 |
DisclosureSEC source: 0001683168-25-004108 · ownership.xml · nonDerivative · entry 5 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 450,000 F2 · shares: Shares were transferred by AFIOS Partners 6 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F8 · shares: Warrants were issued in conjunction with direct investment to the Company, where each $0.833 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F3 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such shares and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 7 · Derivative | 750,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · derivative · entry 21 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 4,500,000 Underlying: Common Stock · 750,000 shares Expires 2029-12-30 F12 · shares: Warrants were transferred by AFIOS Partners 7 to the Starfish Fund. F11 · price: Warrants were issued in conjunction with direct investment to the Company, where each $1.00 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F13 · ownership.nature: The Starfish Fund dated July 2, 2007. Mr. Lord claims beneficial ownership of such warrants and is the President. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 7 · Derivative | 1,500,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · derivative · entry 20 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,750,000 Underlying: Common Stock · 1,500,000 shares Expires 2029-12-30 F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F11 · price: Warrants were issued in conjunction with direct investment to the Company, where each $1.00 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F9 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such warrants and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 6 · Derivative | 500,000 | Not disclosed Strike: $0.90 | Not disclosed |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · derivative · entry 19 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,250,000 Underlying: Common Stock · 500,000 shares Expires 2029-12-30 F12 · shares: Warrants were transferred by AFIOS Partners 7 to the Starfish Fund. F11 · price: Warrants were issued in conjunction with direct investment to the Company, where each $1.00 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F13 · ownership.nature: The Starfish Fund dated July 2, 2007. Mr. Lord claims beneficial ownership of such warrants and is the President. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 6 · Derivative | 1,000,000 | Not disclosed Strike: $0.90 | Not disclosed |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · derivative · entry 18 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,750,000 Underlying: Common Stock · 1,000,000 shares Expires 2029-12-30 F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F11 · price: Warrants were issued in conjunction with direct investment to the Company, where each $1.00 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F9 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such warrants and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 5 · Derivative | 450,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · derivative · entry 17 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 750,000 Underlying: Common Stock · 450,000 shares Expires 2029-12-30 F7 · shares: Warrants were transferred by AFIOS Partners 6 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F8 · price: Warrants were issued in conjunction with direct investment to the Company, where each $0.833 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F9 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such warrants and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 4 · Derivative | 300,000 | Not disclosed Strike: $0.90 | Not disclosed |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · derivative · entry 16 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2029-12-30 F7 · shares: Warrants were transferred by AFIOS Partners 6 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F8 · price: Warrants were issued in conjunction with direct investment to the Company, where each $0.833 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F9 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such warrants and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 500,000 | $1.00 | $500,000.00 |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · nonDerivative · entry 7 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fund Disclosed balance after: 1,950,000 F5 · shares: Shares were transferred by AFIOS Partners 7 to the Starfish Fund. F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F6 · ownership.nature: The Starfish Fund dated July 2, 2007. Mr. Lord claims beneficial ownership of such shares and is the President. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 1,000,000 | $1.00 | $1,000,000.00 |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · nonDerivative · entry 6 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,450,000 F4 · shares: Shares were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F3 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such shares and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 300,000 | $0.83 | $249,900.00 |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · nonDerivative · entry 5 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 450,000 F2 · shares: Shares were transferred by AFIOS Partners 6 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F8 · shares: Warrants were issued in conjunction with direct investment to the Company, where each $0.833 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F3 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such shares and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 7 · Derivative | 750,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · derivative · entry 24 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fund(13)) Disclosed balance after: 4,500,000 Underlying: Common Stock · 750,000 shares Expires 2029-12-30 F12 · shares: Warrants were transferred by AFIOS Partners 7 to the Starfish Fund. F11 · price: Warrants were issued in conjunction with direct investment to the Company, with a share allocation form AFIOS Partners 7, where each $1.00 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 7 · Derivative | 1,500,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · derivative · entry 23 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,750,000 Underlying: Common Stock · 1,500,000 shares Expires 2029-12-30 F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F11 · price: Warrants were issued in conjunction with direct investment to the Company, with a share allocation form AFIOS Partners 7, where each $1.00 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F9 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such warrants and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 6 · Derivative | 500,000 | Not disclosed Strike: $0.90 | Not disclosed |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · derivative · entry 22 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fund Disclosed balance after: 2,250,000 Underlying: Common Stock · 500,000 shares Expires 2029-12-30 F12 · shares: Warrants were transferred by AFIOS Partners 7 to the Starfish Fund. F11 · price: Warrants were issued in conjunction with direct investment to the Company, with a share allocation form AFIOS Partners 7, where each $1.00 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F13 · ownership.nature: The Starfish Fund dated July 2, 2007. Mr. Lord claims beneficial ownership of such warrants and is the President. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 6 · Derivative | 1,000,000 | Not disclosed Strike: $0.90 | Not disclosed |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · derivative · entry 21 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,750,000 Underlying: Common Stock · 1,000,000 shares Expires 2029-12-30 F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F11 · price: Warrants were issued in conjunction with direct investment to the Company, with a share allocation form AFIOS Partners 7, where each $1.00 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F9 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such warrants and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 5 · Derivative | 450,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · derivative · entry 20 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 750,000 Underlying: Common Stock · 450,000 shares Expires 2029-12-30 F7 · shares: Warrants were transferred by AFIOS Partners 6 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F8 · price: Warrants were issued in conjunction with direct investment to the Company with a share allocation form AFIOS Partners 6, where each $0.833 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F9 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such warrants and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantFirm Warrant 4 · Derivative | 300,000 | Not disclosed Strike: $0.90 | Not disclosed |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · derivative · entry 19 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2029-12-30 F7 · shares: Warrants were transferred by AFIOS Partners 6 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F8 · price: Warrants were issued in conjunction with direct investment to the Company with a share allocation form AFIOS Partners 6, where each $0.833 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F9 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such warrants and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 500,000 | $1.00 | $500,000.00 |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · nonDerivative · entry 7 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Fund Disclosed balance after: 1,950,000 F5 · shares: Shares were transferred by AFIOS Partners 7 to the Starfish Fund. F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F6 · ownership.nature: The Starfish Fund dated July 2, 2007. Mr. Lord claims beneficial ownership of such shares and is the President. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 1,000,000 | $1.00 | $1,000,000.00 |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · nonDerivative · entry 6 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,450,000 F4 · shares: Shares were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F10 · shares: Warrants were transferred by AFIOS Partners 7 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F3 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such shares and is the trustee. Read SEC document |
| February 04, 2025 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 300,000 | $0.83 | $249,900.00 |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · nonDerivative · entry 5 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 450,000 F2 · shares: Shares were transferred by AFIOS Partners 6 to the Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust. F8 · shares: Warrants were issued in conjunction with direct investment to the Company with a share allocation form AFIOS Partners 6, where each $0.833 investment resulted in the issuance of one share of common stock, one warrant exercisable at $0.90, and one hundred fifty percent additional warrant coverage exercisable at $1.20. F3 · ownership.nature: The Albert L. Lord, Jr. 2025 Spousal Estate Reduction Trust dated January 17, 2025. Mr. Lord claims beneficial ownership of such shares and is the trustee. Read SEC document |
| February 23, 2021 Filed Feb 6, 2025 01:05 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 31,578 | $1.90 | $59,998.20 |
DisclosureSEC source: 0001683168-25-000756 · ownership.xml · nonDerivative · entry 4 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 150,000 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| February 23, 2021 Filed May 27, 2025 20:10 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 31,578 | $1.90 | $59,998.20 |
DisclosureSEC source: 0001683168-25-004025 · ownership.xml · nonDerivative · entry 4 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 150,000 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| February 23, 2021 Filed May 30, 2025 21:17 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 31,578 | $1.90 | $59,998.20 |
DisclosureSEC source: 0001683168-25-004108 · ownership.xml · nonDerivative · entry 4 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 150,000 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| February 23, 2021 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 31,578 | $1.90 | $59,998.20 |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · nonDerivative · entry 4 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 150,000 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| February 23, 2021 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 31,578 | $1.90 | $59,998.20 |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · nonDerivative · entry 4 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 150,000 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| May 26, 2016 Filed Feb 6, 2025 01:05 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 13,157 | $0.76 | $9,999.32 |
DisclosureSEC source: 0001683168-25-000756 · ownership.xml · nonDerivative · entry 3 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 118,422 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| May 26, 2016 Filed May 27, 2025 20:10 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 13,157 | $0.76 | $9,999.32 |
DisclosureSEC source: 0001683168-25-004025 · ownership.xml · nonDerivative · entry 3 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 118,422 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| May 26, 2016 Filed May 30, 2025 21:17 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 13,157 | $0.76 | $9,999.32 |
DisclosureSEC source: 0001683168-25-004108 · ownership.xml · nonDerivative · entry 3 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 118,422 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| May 26, 2016 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 13,157 | $0.76 | $9,999.32 |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · nonDerivative · entry 3 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 118,422 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| May 26, 2016 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 13,157 | $0.76 | $9,999.32 |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · nonDerivative · entry 3 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 118,422 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 28, 2015 Filed Feb 6, 2025 01:05 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 105,263 | $1.43 | $149,999.78 |
DisclosureSEC source: 0001683168-25-000756 · ownership.xml · nonDerivative · entry 2 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 105,265 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 28, 2015 Filed May 27, 2025 20:10 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 105,263 | $1.43 | $149,999.78 |
DisclosureSEC source: 0001683168-25-004025 · ownership.xml · nonDerivative · entry 2 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 105,265 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 28, 2015 Filed May 30, 2025 21:17 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 105,263 | $1.43 | $149,999.78 |
DisclosureSEC source: 0001683168-25-004108 · ownership.xml · nonDerivative · entry 2 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 105,265 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 28, 2015 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 105,263 | $1.43 | $149,999.78 |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · nonDerivative · entry 2 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 105,265 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 28, 2015 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 105,263 | $1.43 | $149,999.78 |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · nonDerivative · entry 2 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 105,265 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 18, 2015 Filed Feb 6, 2025 01:05 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 2 | $0.95 | $1.90 |
DisclosureSEC source: 0001683168-25-000756 · ownership.xml · nonDerivative · entry 1 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 2 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 18, 2015 Filed May 27, 2025 20:10 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 2 | $0.95 | $1.90 |
DisclosureSEC source: 0001683168-25-004025 · ownership.xml · nonDerivative · entry 1 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 2 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 18, 2015 Filed May 30, 2025 21:17 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 2 | $0.95 | $1.90 |
DisclosureSEC source: 0001683168-25-004108 · ownership.xml · nonDerivative · entry 1 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 2 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 18, 2015 Filed Jun 4, 2025 20:58 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 2 | $0.95 | $1.90 |
DisclosureSEC source: 0001683168-25-004229 · ownership.xml · nonDerivative · entry 1 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 2 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. Read SEC document |
| December 18, 2015 Filed Jun 9, 2025 21:30 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 2 | $0.95 | $1.90 |
DisclosureSEC source: 0001683168-25-004341 · ownership.xml · nonDerivative · entry 1 LORD ALBERT L · CIK 0001065138 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 2 F1 · ownership.nature: The Albert L. Lord Jr. Revocable Trust dated May 10, 2017, & the Suzanne D. Lord Revocable Trust dated May 10, 2017. Mr. Lord claims beneficial ownership of such shares and is the trustee for both trusts. 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.