person · Reporting owner
SCHULTZ EDWARD CHRISTOPHER
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Holding Corp.CAPS · Entity 8383 | Chief Financial Officer | August 07, 2026 | 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 August 07, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 500,310 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 310,310 · Balance 500,310 F1: THE REPORTED SHARES ARE UNVESTED RESTRICTED STOCK AND MAY NOT BE SOLD, TRANSFERRED OR PLEDGED. Including 310,310 shares of common stock granted to the Reporting Person on August 7, 2026 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 on August 7, 2029, the third anniversary of the grant date, subject to the Reporting Person's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: THE REPORTED SHARES ARE UNVESTED RESTRICTED STOCK AND MAY NOT BE SOLD, TRANSFERRED OR PLEDGED. Including 310,310 shares of common stock granted to the Reporting Person on August 7, 2026 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 on August 7, 2029, the third anniversary of the grant date, subject to the Reporting Person's continued service.
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 | 310,310 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-027118 · rdgdoc.xml · nonDerivative · entry 1 SCHULTZ EDWARD CHRISTOPHER · CIK 0002065236 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,310 F1 · price: THE REPORTED SHARES ARE UNVESTED RESTRICTED STOCK AND MAY NOT BE SOLD, TRANSFERRED OR PLEDGED. Including 310,310 shares of common stock granted to the Reporting Person on August 7, 2026 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 on August 7, 2029, the third anniversary of the grant date, subject to the Reporting Person's continued service. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 22:42 UTC | Capstone Holding Corp. CAPS · Entity 8383 | GrantRestricted Stock Award · Derivative | 190,000 | $0.65 Strike: $0.00 | $123,310.00 |
DisclosureSEC source: 0001213900-26-038703 · ownership.xml · derivative · entry 1 SCHULTZ EDWARD CHRISTOPHER · CIK 0002065236 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,000 Underlying: Common Stock · 190,000 shares Expires not disclosed F1 · security: The RSUs vest in full on March 30, 2029, which is the third anniversary of the March 30, 2026 grant date, subject to the Reporting Person's continued service through such vesting date. F1 · derivative.exercise_date: The RSUs vest in full on March 30, 2029, which is the third anniversary of the March 30, 2026 grant date, subject to the Reporting Person's continued service through such vesting date. F1 · derivative.expiration_date: The RSUs vest in full on March 30, 2029, which is the third anniversary of the March 30, 2026 grant date, subject to the Reporting Person's continued service through such vesting date. Read SEC document |
| March 30, 2026 Filed Jul 23, 2026 01:11 UTC Amendment | Capstone Holding Corp. CAPS · Entity 8383 | GrantCommon Stock | 190,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-024213 · rdgdoc.xml · nonDerivative · entry 1 SCHULTZ EDWARD CHRISTOPHER · CIK 0002065236 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,000 F1 · security: This Form 4/A is being filed solely to correct the nature of the shares reported as granted on April 1, 2026. This amendment reflects that the shares granted were shares of common stock, rather than restricted stock units. F2 · shares: Including 190,000 shares of common stock granted to the Reporting Person on March 30, 2026 as restricted stock awards, for no consideration. The restricted stock awards vest in full on March 30, 2029, which is the third anniversary of the March 30, 2026 grant date, subject to the Reporting Person's continued service through such vesting date. F2 · price: Including 190,000 shares of common stock granted to the Reporting Person on March 30, 2026 as restricted stock awards, for no consideration. The restricted stock awards vest in full on March 30, 2029, which is the third anniversary of the March 30, 2026 grant date, subject to the Reporting Person's continued service through such vesting date. F2 · balance_after: Including 190,000 shares of common stock granted to the Reporting Person on March 30, 2026 as restricted stock awards, for no consideration. The restricted stock awards vest in full on March 30, 2029, which is the third anniversary of the March 30, 2026 grant date, subject to the Reporting Person's continued service through such vesting date. 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.