Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capstone Energy Plus, Inc.CEPL · Entity 2475 | Director | September 01, 2026 | September 04, 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 Energy Plus, Inc.
Report date September 01, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 24,238 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 5,357 · Balance 24,238 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 4, 2026 01:49 UTC | Capstone Energy Plus, Inc. CEPL · Entity 2475 | GrantVoting Common Stock | 5,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-26-000007 · primary_doc.xml · nonDerivative · entry 1 Close Christopher J. · CIK 0001627359 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,238 Read SEC document |
| November 25, 2025 Filed Nov 25, 2025 22:33 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | PurchaseVoting Common Stock | 12,500 | $2.00 | $25,000.00 |
DisclosureSEC source: 0001009759-25-000059 · primary_doc.xml · nonDerivative · entry 1 Close Christopher J. · CIK 0001627359 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,881 F1 · shares: Represents shares of voting common stock purchased in the Issuer private offering. F2 · balance_after: Includes 4,149 shares of voting common stock underlying restricted stock units that fully vest one year from the date of grant, subject to continued service with the Issuer and 2,232 shares of voting common stock underlying restricted stock units that fully vest on June 24, 2026. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 16:51 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | GrantVoting Common Stock | 4,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-25-000036 · primary_doc.xml · nonDerivative · entry 1 Close Christopher J. · CIK 0001627359 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,381 F1 · shares: Represents shares of voting common stock underlying restricted stock units that fully vest one year from the date of grant, subject to continued service with the Issuer. F2 · balance_after: Includes 2,232 shares of voting common stock underlying restricted stock units that fully vest on June 24, 2026. Read SEC document |
| June 20, 2025 Filed Jul 18, 2025 20:17 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | GrantVoting Common Stock | 2,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-25-000025 · primary_doc.xml · nonDerivative · entry 1 Close Christopher J. · CIK 0001627359 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,232 F1 · shares: Represents shares underlying restricted stock units that vest one year from the date of grant, subject to continued service as a director. F1 · balance_after: Represents shares underlying restricted stock units that vest one year from the date of grant, subject to continued service as a director. 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.