Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CLEANSPARK, INC.CLSK · Entity 4270 | CTO, COO | September 30, 2026 | October 02, 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.
CLEANSPARK, INC.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 353,268 |
Reported balance
After 2026-09-30 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-09-30 · Exercise / conversion · Acquired 33,350 · Balance 353,268 |
| Common StockSEC Table I · non-derivative | Direct | 340,145 |
Reported balance
After 2026-10-01 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-10-01 · Tax withholding · Disposed 13,123 · Balance 340,145 F1: This transaction was made pursuant to a Rule 10b5-1(c) plan adopted on May 13, 2026. F2: This is a weighted average of prices for all sales made on October 1, 2026 ranging from $12.2859 to $12.4201. Upon request, the Reporting Person will provide to the SEC, the Issuer, or any security holder of the Issuer full information regarding the number of shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | Direct | 336,810 |
Reported balance
After 2026-10-01 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2026-10-01 · Sale · Disposed 3,335 · Balance 336,810 F1: This transaction was made pursuant to a Rule 10b5-1(c) plan adopted on May 13, 2026. F2: This is a weighted average of prices for all sales made on October 1, 2026 ranging from $12.2859 to $12.4201. Upon request, the Reporting Person will provide to the SEC, the Issuer, or any security holder of the Issuer full information regarding the number of shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | Direct | 319,918 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 319,918 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-09-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-30 · Exercise / conversion · Disposed 33,350 · Balance 0 F5: These RSUs vested on September 30, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 33,350 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 33,350 F5: These RSUs vested on September 30, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 264,318 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 264,318 F6: These RSUs vest in equal annual installments over three years on September 4, 2027, and September 4, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 180,500 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 180,500 F7: These RSUs vest in equal semiannual installments over three years on February 13, 2027, September 4, 2027, February 13, 2028, and September 4, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 240,667 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 240,667 F6: These RSUs vest in equal annual installments over three years on September 4, 2027, and September 4, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,676 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 2,676 F8: These RSUs vest in equal quarterly installments on December 3, 2026, February 12, 2027, May 13, 2027, August 13, 2027, and December 3, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 280,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 280,000 F9: These RSUs vest in equal annual installments over three years on March 20, 2027, March 20, 2028, and March 20, 2029, subject to the Reporting Person's continued employment or service with the Issuer through each such date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.98 · Expires 2032-08-10 | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 15,000 F3: These Options were granted on August 10, 2022 and vested in equal annual installments over three years. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.00 · Expires 2033-07-06 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 25,000 F4: These Options were granted on July 7, 2023 and vested in equal monthly installments over 36 months. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 210,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 210,000 F10: Vesting of these Long-Term Incentive Plan ("LTIP") awards is contingent on the common stock achieving a specified target market price of at least $18.80 based on a 20-trading day average during the period ending March 20, 2027, subject to the Reporting Person remaining employed by the Issuer on the vesting date of March 20, 2029. The reported LTIP awards do not include LTIP awards in respect of a maximum of 210,000 shares of common stock for which such awards will vest in accordance with their terms upon achievement of specified performance goals tied to gross power under leases to customers for data centers, with threshold performance at 600 MW gross and maximum payout at 800 MW gross, during the period ending March 20, 2027, subject to the Reporting Person remaining employed by the Issuer on the vesting date of March 20, 2029. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 830,500 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 830,500 F11: The number of shares under these Strategic Transformation Performance Awards ("STPA") represents the maximum number of common shares for which the STPAs will vest upon the Issuer's common stock achieving target market prices, based on a 20-trading day average, with threshold performance at $47 per share and maximum payout at $94 per share, before September 30, 2030, subject to the Reporting Person remaining employed by the Issuer on September 30, 2030. The reported STPA awards do not include 830,500 shares of common stock that vest upon achievement of performance goals tied to power under leases to customers for data centers that are operationally ready to host IT equipment and deliver services (RFS), with threshold performance at 1.0 GW and maximum payout at 2.5 GW, before September 30, 2030, subject to the Reporting Person remaining employed by the Issuer on September 30, 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was made pursuant to a Rule 10b5-1(c) plan adopted on May 13, 2026.
F2: This is a weighted average of prices for all sales made on October 1, 2026 ranging from $12.2859 to $12.4201. Upon request, the Reporting Person will provide to the SEC, the Issuer, or any security holder of the Issuer full information regarding the number of shares sold at each separate price.
F3: These Options were granted on August 10, 2022 and vested in equal annual installments over three years.
F4: These Options were granted on July 7, 2023 and vested in equal monthly installments over 36 months.
F5: These RSUs vested on September 30, 2026.
F6: These RSUs vest in equal annual installments over three years on September 4, 2027, and September 4, 2028.
F7: These RSUs vest in equal semiannual installments over three years on February 13, 2027, September 4, 2027, February 13, 2028, and September 4, 2028.
F8: These RSUs vest in equal quarterly installments on December 3, 2026, February 12, 2027, May 13, 2027, August 13, 2027, and December 3, 2027.
F9: These RSUs vest in equal annual installments over three years on March 20, 2027, March 20, 2028, and March 20, 2029, subject to the Reporting Person's continued employment or service with the Issuer through each such date.
F10: Vesting of these Long-Term Incentive Plan ("LTIP") awards is contingent on the common stock achieving a specified target market price of at least $18.80 based on a 20-trading day average during the period ending March 20, 2027, subject to the Reporting Person remaining employed by the Issuer on the vesting date of March 20, 2029. The reported LTIP awards do not include LTIP awards in respect of a maximum of 210,000 shares of common stock for which such awards will vest in accordance with their terms upon achievement of specified performance goals tied to gross power under leases to customers for data centers, with threshold performance at 600 MW gross and maximum payout at 800 MW gross, during the period ending March 20, 2027, subject to the Reporting Person remaining employed by the Issuer on the vesting date of March 20, 2029.
F11: The number of shares under these Strategic Transformation Performance Awards ("STPA") represents the maximum number of common shares for which the STPAs will vest upon the Issuer's common stock achieving target market prices, based on a 20-trading day average, with threshold performance at $47 per share and maximum payout at $94 per share, before September 30, 2030, subject to the Reporting Person remaining employed by the Issuer on September 30, 2030. The reported STPA awards do not include 830,500 shares of common stock that vest upon achievement of performance goals tied to power under leases to customers for data centers that are operationally ready to host IT equipment and deliver services (RFS), with threshold performance at 1.0 GW and maximum payout at 2.5 GW, before September 30, 2030, subject to the Reporting Person remaining employed by the Issuer on September 30, 2030.
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 13, 2025 Filed Feb 15, 2025 01:01 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | GrantCommon Stock | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021687 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,520 F1 · balance_after: This total amount includes 6,424 RSUs vesting in twelve equal quarterly installments beginning on February 13, 2025 and continuing quarterly thereafter on May 13, 2025, August 13, 2025, December 3, 2025, February 13, 2026, May 13, 2026, August 13, 2026, December 3, 2026, February 12, 2027, May 13, 2027, August 13, 2027 and December 3, 2027, and further includes RSUs granted on May 7, 2024 of which 33,350 will vest on September 30, 2025 and 33,350 will vest on September 30, 2026, all subject to the Reporting Person's continued service to the Company through each vesting date. Read SEC document |
| December 27, 2024 Filed Dec 28, 2024 02:30 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | SaleCommon Stock | 1,350 | $10.40 | $14,040.00 |
DisclosureSEC source: 0000950170-24-140902 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,520 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 21, 2023. F2 · balance_after: This total amount includes 6,424 RSUs vesting in twelve equal quarterly installments beginning on February 13, 2025 and continuing quarterly thereafter on May 13, 2025, August 13, 2025, December 3, 2025, February 13, 2026, May 13, 2026, August 13, 2026, December 3, 2026, February 12, 2027, May 13, 2027, August 13, 2027 and December 3, 2027, and further includes RSUs granted on May 7, 2024 of which 33,350 will vest on September 30, 2025 and 33,350 will vest on September 30, 2026, all subject to the Reporting Person's continued service to the Company through each vesting date. Read SEC document |
| November 29, 2024 Filed Nov 30, 2024 00:36 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | SaleCommon Stock | 1,350 | $14.35 | $19,372.50 |
DisclosureSEC source: 0000950170-24-131936 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 202,870 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 21, 2023. F2 · balance_after: This total amount includes 6,424 RSUs vesting in twelve equal quarterly installments beginning on February 13, 2025 and continuing quarterly thereafter on May 13, 2025, August 13, 2025, December 3, 2025, February 13, 2026, May 13, 2026, August 13, 2026, December 3, 2026, February 12, 2027, May 13, 2027, August 13, 2027 and December 3, 2027, and further includes RSUs granted on May 7, 2024 of which 33,350 will vest on September 30, 2025 and 33,350 will vest on September 30, 2026, all subject to the officer's continued service to the Company through each vesting date. Read SEC document |
| October 25, 2024 Filed Oct 25, 2024 22:20 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | SaleCommon Stock | 1,350 | $11.88 | $16,038.00 |
DisclosureSEC source: 0000950170-24-117507 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 204,220 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 21, 2023. F2 · price: The price reported in Table I represents the weighted average sale price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. F3 · balance_after: This total amount includes 6,424 RSUs vesting in twelve equal quarterly installments beginning on February 13, 2025 and continuing quarterly thereafter on May 13, 2025, August 13, 2025, December 3, 2025, February 13, 2026, May 13, 2026, August 13, 2026, December 3, 2026, February 12, 2027, May 13, 2027, August 13, 2027 and December 3, 2027, and further includes RSUs granted on May 7, 2024 of which 33,350 will vest on September 30, 2025 and 33,350 will vest on September 30, 2026, all subject to the officer's continued service to the Company through each vesting date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 01:03 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | Tax withholdingCommon Stock | 13,104 | $9.34 | $122,391.36 |
DisclosureSEC source: 0000950170-24-111063 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,548 F1 · shares: Shares were withheld by Issuer to cover the payment of withholding taxes in connection with the vesting and settlement of restricted stock units (RSUs). F2 · balance_after: The total reported amount includes RSUs granted to Reporting Person on May 7, 2024 of which 33,350 will vest on September 30, 2025, and 33,350 will vest on September 30, 2026. Read SEC document |
| September 30, 2024 Filed Oct 3, 2024 01:43 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | Tax withholdingCommon Stock | 1,685 | $9.34 | $15,737.90 |
DisclosureSEC source: 0000950170-24-111944 · ownership.xml · nonDerivative · entry 2 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,570 F3 · shares: Shares were withheld by Issuer to cover the payment of withholding taxes in connection with the 40% vesting and settlement of the above-mentioned RSUs. Read SEC document |
| September 30, 2024 Filed Oct 3, 2024 01:43 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | GrantCommon Stock | 10,707 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111944 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,255 F1 · shares: The total reported amount includes RSUs granted on September 30, 2024, with 40%, or 4,283, of the RSUs vesting immediately, and the remaining 6,424 vesting in twelve equal quarterly installments beginning on February 13, 2025 and continuing quarterly thereafter on May 13, 2025, August 13, 2025, December 3, 2025, February 13, 2026, May 13, 2026, August 13, 2026, December 3, 2026, February 12, 2027, May 13, 2027, August 13, 2027 and December 3, 2027, subject to the officer's continued service to the Company through each vesting date. F2 · balance_after: This total amount includes 6,424 RSUs vesting in twelve equal quarterly installments beginning on February 13, 2025 and continuing quarterly thereafter on May 13, 2025, August 13, 2025, December 3, 2025, February 13, 2026, May 13, 2026, August 13, 2026, December 3, 2026, February 12, 2027, May 13, 2027, August 13, 2027 and December 3, 2027, subject to the officer's continued service to the Company through each vesting date, and further includes RSUs granted on May 7, 2024 of which 33,350 will vest on September 30, 2025, and 33,350 will vest on September 30, 2026. Read SEC document |
| September 27, 2024 Filed Sep 27, 2024 20:30 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | SaleCommon Stock | 1,350 | $10.44 | $14,094.00 |
DisclosureSEC source: 0000950170-24-110036 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 209,652 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 21, 2023. Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 20:49 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | SaleCommon Stock | 1,350 | $10.77 | $14,539.50 |
DisclosureSEC source: 0000950170-24-102409 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 211,002 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 21, 2023. Read SEC document |
| July 26, 2024 Filed Jul 26, 2024 23:56 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | SaleCommon Stock | 1,350 | $16.97 | $22,909.50 |
DisclosureSEC source: 0000950170-24-087054 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 212,352 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 21, 2023. Read SEC document |
| June 28, 2024 Filed Jun 29, 2024 00:58 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | SaleCommon Stock | 1,350 | $16.03 | $21,640.50 |
DisclosureSEC source: 0000950170-24-079190 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 213,702 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 21, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.03 to $16.04, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 31, 2024 Filed May 31, 2024 23:17 UTC | CLEANSPARK, INC. CLSK · Entity 4270 | SaleCommon Stock | 1,350 | $16.65 | $22,477.50 |
DisclosureSEC source: 0000950170-24-067564 · ownership.xml · nonDerivative · entry 1 Monnig Taylor · CIK 0002022141 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 215,052 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 21, 2023. 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.