Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KonaTel, Inc.KTEL · Entity 8122 | Director | November 29, 2025 | August 17, 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.
KonaTel, Inc.
Report date November 29, 2025 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2029-11-29 | Direct | 733,334 |
Reported balance
After 2025-11-29 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-11-29 · Other · Disposed 216,666 · Balance 733,334 F2: These options expired unexercised. F3: These options were granted November 29, 2023, pursuant to a Mobile Reseller Agreement with VIVA-US Telecommunications, Inc. This Agreement was extended an additional year from the date of grant, and the exercise prices were reduced, effective September 17, 2024; regardless, the terms and conditions of the grant were not timely satisfied, and therefore all of these options expired November 29, 2025. F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2029-11-29 | Direct | 516,667 |
Reported balance
After 2025-11-29 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2025-11-29 · Other · Disposed 216,667 · Balance 516,667 F2: These options expired unexercised. F3: These options were granted November 29, 2023, pursuant to a Mobile Reseller Agreement with VIVA-US Telecommunications, Inc. This Agreement was extended an additional year from the date of grant, and the exercise prices were reduced, effective September 17, 2024; regardless, the terms and conditions of the grant were not timely satisfied, and therefore all of these options expired November 29, 2025. F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2029-11-29 | Direct | 300,000 |
Reported balance
After 2025-11-29 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2025-11-29 · Other · Disposed 216,667 · Balance 300,000 F2: These options expired unexercised. F3: These options were granted November 29, 2023, pursuant to a Mobile Reseller Agreement with VIVA-US Telecommunications, Inc. This Agreement was extended an additional year from the date of grant, and the exercise prices were reduced, effective September 17, 2024; regardless, the terms and conditions of the grant were not timely satisfied, and therefore all of these options expired November 29, 2025. F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.94 · Expires 2026-08-11 | Direct | 275,000 |
Reported balance
After 2026-08-11 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2026-08-11 · Other · Disposed 25,000 · Balance 275,000 F2: These options expired unexercised. F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.94 · Expires 2026-08-11 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 25,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.93 · Expires 2026-11-11 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 50,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.14 · Expires 2027-02-11 | Direct | 75,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 75,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.01 · Expires 2027-05-12 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 100,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.91 · Expires 2027-08-12 | Direct | 125,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 125,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.32 · Expires 2027-11-12 | Direct | 150,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 150,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.81 · Expires 2028-02-13 | Direct | 175,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 175,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.87 · Expires 2028-05-13 | Direct | 200,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 200,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2028-11-29 | Direct | 233,333 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 233,333 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2028-11-29 | Direct | 266,666 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 266,666 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2028-11-29 | Direct | 300,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 300,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2029-11-29 | Direct | 516,666 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 516,666 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2029-11-29 | Direct | 733,333 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 733,333 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.41 · Expires 2029-11-29 | Direct | 950,000 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 950,000 F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan. |
| Common StockSEC Table I · non-derivative | Direct | 199,068 |
Reported balance
Holding disclosure · report date 2025-11-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 199,068 |
Filing footnotes · ownership attribution and instrument terms
F1: Options granted to Mr. Beaty under the Company's Incentive Stock Option Plan.
F2: These options expired unexercised.
F3: These options were granted November 29, 2023, pursuant to a Mobile Reseller Agreement with VIVA-US Telecommunications, Inc. This Agreement was extended an additional year from the date of grant, and the exercise prices were reduced, effective September 17, 2024; regardless, the terms and conditions of the grant were not timely satisfied, and therefore all of these options expired November 29, 2025.
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 |
|---|---|---|---|---|---|---|
| May 12, 2020 Filed Apr 9, 2021 20:36 UTC | KonaTel, Inc. KTEL · Entity 8122 | GrantOption · Derivative | 25,000 | $0.26 Strike: $0.26 | $6,545.00 |
DisclosureSEC source: 0001010412-21-000007 · primary_doc.xml · derivative · entry 6 Beaty Robert Matthew · CIK 0001727375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 25,000 shares Expires 2025-05-12 Read SEC document |
| February 12, 2020 Filed Apr 9, 2021 20:36 UTC | KonaTel, Inc. KTEL · Entity 8122 | GrantOption · Derivative | 25,000 | $0.17 Strike: $0.17 | $4,125.00 |
DisclosureSEC source: 0001010412-21-000007 · primary_doc.xml · derivative · entry 5 Beaty Robert Matthew · CIK 0001727375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 25,000 shares Expires 2025-02-12 Read SEC document |
| November 12, 2019 Filed Apr 9, 2021 20:36 UTC | KonaTel, Inc. KTEL · Entity 8122 | GrantOption · Derivative | 25,000 | $0.17 Strike: $0.17 | $4,180.00 |
DisclosureSEC source: 0001010412-21-000007 · primary_doc.xml · derivative · entry 4 Beaty Robert Matthew · CIK 0001727375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 25,000 shares Expires 2024-11-12 Read SEC document |
| August 12, 2019 Filed Apr 9, 2021 20:36 UTC | KonaTel, Inc. KTEL · Entity 8122 | GrantOption · Derivative | 25,000 | $0.17 Strike: $0.17 | $4,180.00 |
DisclosureSEC source: 0001010412-21-000007 · primary_doc.xml · derivative · entry 3 Beaty Robert Matthew · CIK 0001727375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 25,000 shares Expires 2024-08-12 Read SEC document |
| May 12, 2019 Filed Apr 9, 2021 20:36 UTC | KonaTel, Inc. KTEL · Entity 8122 | GrantOption · Derivative | 25,000 | $0.18 Strike: $0.18 | $4,427.50 |
DisclosureSEC source: 0001010412-21-000007 · primary_doc.xml · derivative · entry 2 Beaty Robert Matthew · CIK 0001727375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 25,000 shares Expires 2024-05-12 F1 · balance_after: Mr. Beaty previously reported his ownership of 100,000 options convertible into Common Stock on his Form 4 filed October 21, 2020. They expire at the earlier of five years from the grant date or one year from his termination or resignation as a member of the Board of Directors, and are convertible at $0.33 per share. 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.