Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Forward Industries, Inc.FWDI · Entity 5540 | Chief Investment Officer | August 08, 2026 | 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.
Forward Industries, Inc.
Report date August 08, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 539,041 |
Reported balance
After 2026-08-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-08 · Grant · Acquired 146,956 · Balance 539,041 F1: The shares of common stock reported herein were issued to the Reporting Person upon the satisfaction of a performance milestone under the Reporting Person's equity award grant. F2: Includes restricted stock units which were previously reported and remain subject to vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of common stock reported herein were issued to the Reporting Person upon the satisfaction of a performance milestone under the Reporting Person's equity award grant.
F2: Includes restricted stock units which were previously reported and remain subject to vesting.
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 08, 2026 Filed Aug 17, 2026 22:06 UTC | Forward Industries, Inc. FWDI · Entity 5540 | GrantCommon Stock | 146,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-006540 · ownership.xml · nonDerivative · entry 1 Navi Ryan David · CIK 0002100123 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 539,041 F1 · price: The shares of common stock reported herein were issued to the Reporting Person upon the satisfaction of a performance milestone under the Reporting Person's equity award grant. F2 · balance_after: Includes restricted stock units which were previously reported and remain subject to vesting. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 20:10 UTC | Forward Industries, Inc. FWDI · Entity 5540 | GrantStock Options (Right to Buy) · Derivative | 352,694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-001644 · ownership.xml · derivative · entry 2 Navi Ryan David · CIK 0002100123 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352,694 Underlying: Common Stock · 352,694 shares Expires 2036-03-08 F3 · derivative.exercise_price: One-half of the stock options have an exercise price per share of $9.66 and the remaining one-half of the stock options have an exercise price per share of $14.49. F4 · price: Not applicable. F2 · derivative.exercise_date: The securities vest as follows: 25% on November 17, 2026, with the remaining 75% vesting in 12 equal quarterly installments thereafter through November 17, 2029, subject to continued service with the Issuer on each applicable vesting date. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 20:10 UTC | Forward Industries, Inc. FWDI · Entity 5540 | GrantCommon Stock | 382,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-001644 · ownership.xml · nonDerivative · entry 1 Navi Ryan David · CIK 0002100123 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 392,085 F1 · security: Represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. F2 · security: The securities vest as follows: 25% on November 17, 2026, with the remaining 75% vesting in 12 equal quarterly installments thereafter through November 17, 2029, subject to continued service with the Issuer on each applicable vesting date. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 21:28 UTC | Forward Industries, Inc. FWDI · Entity 5540 | PurchaseCommon Stock | 10,000 | $7.08 | $70,800.00 |
DisclosureSEC source: 0001683168-25-009302 · ownership.xml · nonDerivative · entry 1 Navi Ryan David · CIK 0002100123 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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.