Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Holding Corp.CAPS · Entity 8383 | Director | March 07, 2025 | August 12, 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.
Capstone Holding Corp.
Report date March 07, 2025 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Gordon Rocks, Inc. | 822,128 |
Reported balance
After 2025-03-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-03-07 · Other · Acquired 822,128 · Balance 822,128 F1: On March 7, 2025, pursuant to a Master Exchange Agreement entered into among the Issuer, its operating subsidiary, TotalStone, LLC ("TotalStone"), and TotalStone's Class B and Class C Members, all of the Preferred Interests in TotalStone previously owned by the Reporting Person were exchanged for 822,128 shares of the Issuer's Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 541,810 |
Ending reported balance
After 2026-08-07 transaction · row 4
3 source rows · reconciled sequenceRow 2 · 2025-03-07 · Purchase · Acquired 41,500 · Balance 41,500 Row 3 · 2026-03-30 · Grant · Acquired 142,500 · Balance 184,000 F2: THE REPORTED SHARES ARE UNVESTED RESTRICTED STOCK AND MAY NOT BE SOLD, TRANSFERRED OR PLEDGED. Including 142,500 and 357,810 shares of common stock granted to the Reporting Person on March 30, 2026 and August 7, 2026, respectively, as restricted stock awards, for no consideration, under the Capstone Holding Corp. 2025 Stock Incentive Plan, as amended. The restricted stock awards will vest in full only upon the Reporting Person's Separation Date, as defined in the Reporting Person's Master Restricted Stock Agreement. Row 4 · 2026-08-07 · Grant · Acquired 357,810 · Balance 541,810 F2: THE REPORTED SHARES ARE UNVESTED RESTRICTED STOCK AND MAY NOT BE SOLD, TRANSFERRED OR PLEDGED. Including 142,500 and 357,810 shares of common stock granted to the Reporting Person on March 30, 2026 and August 7, 2026, respectively, as restricted stock awards, for no consideration, under the Capstone Holding Corp. 2025 Stock Incentive Plan, as amended. The restricted stock awards will vest in full only upon the Reporting Person's Separation Date, as defined in the Reporting Person's Master Restricted Stock Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 7, 2025, pursuant to a Master Exchange Agreement entered into among the Issuer, its operating subsidiary, TotalStone, LLC ("TotalStone"), and TotalStone's Class B and Class C Members, all of the Preferred Interests in TotalStone previously owned by the Reporting Person were exchanged for 822,128 shares of the Issuer's Common Stock.
F2: THE REPORTED SHARES ARE UNVESTED RESTRICTED STOCK AND MAY NOT BE SOLD, TRANSFERRED OR PLEDGED. Including 142,500 and 357,810 shares of common stock granted to the Reporting Person on March 30, 2026 and August 7, 2026, respectively, as restricted stock awards, for no consideration, under the Capstone Holding Corp. 2025 Stock Incentive Plan, as amended. The restricted stock awards will vest in full only upon the Reporting Person's Separation Date, as defined in the Reporting Person's Master Restricted Stock Agreement.
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 07, 2026 Filed Aug 12, 2026 00:19 UTC | Capstone Holding Corp. CAPS · Entity 8383 | GrantCommon Stock | 357,810 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-027117 · rdgdoc.xml · nonDerivative · entry 4 Strout Gordon Lewis Jr · CIK 0002128514 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 541,810 F2 · price: THE REPORTED SHARES ARE UNVESTED RESTRICTED STOCK AND MAY NOT BE SOLD, TRANSFERRED OR PLEDGED. Including 142,500 and 357,810 shares of common stock granted to the Reporting Person on March 30, 2026 and August 7, 2026, respectively, as restricted stock awards, for no consideration, under the Capstone Holding Corp. 2025 Stock Incentive Plan, as amended. The restricted stock awards will vest in full only upon the Reporting Person's Separation Date, as defined in the Reporting Person's Master Restricted Stock Agreement. Read SEC document |
| March 30, 2026 Filed Aug 12, 2026 00:19 UTC | Capstone Holding Corp. CAPS · Entity 8383 | GrantCommon Stock | 142,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-027117 · rdgdoc.xml · nonDerivative · entry 3 Strout Gordon Lewis Jr · CIK 0002128514 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,000 F2 · price: THE REPORTED SHARES ARE UNVESTED RESTRICTED STOCK AND MAY NOT BE SOLD, TRANSFERRED OR PLEDGED. Including 142,500 and 357,810 shares of common stock granted to the Reporting Person on March 30, 2026 and August 7, 2026, respectively, as restricted stock awards, for no consideration, under the Capstone Holding Corp. 2025 Stock Incentive Plan, as amended. The restricted stock awards will vest in full only upon the Reporting Person's Separation Date, as defined in the Reporting Person's Master Restricted Stock Agreement. Read SEC document |
| March 07, 2025 Filed Aug 12, 2026 00:19 UTC | Capstone Holding Corp. CAPS · Entity 8383 | PurchaseCommon Stock | 41,500 | $4.00 | $166,000.00 |
DisclosureSEC source: 0001437749-26-027117 · rdgdoc.xml · nonDerivative · entry 2 Strout Gordon Lewis Jr · CIK 0002128514 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,500 Read SEC document |
| March 07, 2025 Filed Aug 12, 2026 00:19 UTC | Capstone Holding Corp. CAPS · Entity 8383 | OtherCommon Stock | 822,128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-027117 · rdgdoc.xml · nonDerivative · entry 1 Strout Gordon Lewis Jr · CIK 0002128514 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Gordon Rocks, Inc. Disclosed balance after: 822,128 F1 · price: On March 7, 2025, pursuant to a Master Exchange Agreement entered into among the Issuer, its operating subsidiary, TotalStone, LLC ("TotalStone"), and TotalStone's Class B and Class C Members, all of the Preferred Interests in TotalStone previously owned by the Reporting Person were exchanged for 822,128 shares of the Issuer's Common Stock. 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.