Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ONE STOP SYSTEMS, INC.OSS · Entity 2767 | Chief Financial Officer | August 07, 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.
ONE STOP SYSTEMS, INC.
Report date August 07, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 150,064 |
Reported balance
After 2026-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-07 · Tax withholding · Disposed 3,832 · Balance 150,064 F1: The Reporting Person forfeited 3,832 shares of common stock upon conversion of an aggregate 11,881 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on February 7, 2025. F2: Includes 115,881 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person forfeited 3,832 shares of common stock upon conversion of an aggregate 11,881 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on February 7, 2025.
F2: Includes 115,881 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions.
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 Sep 4, 2026 16:31 UTC | ONE STOP SYSTEMS, INC. OSS · Entity 2767 | Tax withholdingCommon Stock | 3,832 | $13.32 | $51,042.24 |
DisclosureSEC source: 0001193125-26-383256 · ownership.xml · nonDerivative · entry 1 Gabel Daniel G. · CIK 0002044400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,064 F1 · shares: The Reporting Person forfeited 3,832 shares of common stock upon conversion of an aggregate 11,881 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on February 7, 2025. F2 · balance_after: Includes 115,881 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. Read SEC document |
| May 11, 2026 Filed May 28, 2026 16:46 UTC | ONE STOP SYSTEMS, INC. OSS · Entity 2767 | Tax withholdingCommon Stock | 1,613 | $15.68 | $25,291.84 |
DisclosureSEC source: 0001193125-26-243825 · ownership.xml · nonDerivative · entry 1 Gabel Daniel G. · CIK 0002044400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,896 F1 · shares: The Reporting Person forfeited 1,613 shares of common stock upon conversion of an aggregate 5,000 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on November 11, 2024. F2 · balance_after: Includes 127,762 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. Read SEC document |
| February 07, 2026 Filed Feb 11, 2026 19:23 UTC | ONE STOP SYSTEMS, INC. OSS · Entity 2767 | GrantCommon Stock | 55,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-046241 · ownership.xml · nonDerivative · entry 1 Gabel Daniel G. · CIK 0002044400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,308 F1 · shares: Represents 55,239 restricted stock units granted to the Reporting Person under the Company's 2017 Equity Incentive Plan (the "Plan") in connection with the Reporting Person's ongoing service of the executive management team. F2 · balance_after: Includes 156,523 unvested restriced stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. Read SEC document |
| February 07, 2026 Filed Mar 2, 2026 18:53 UTC | ONE STOP SYSTEMS, INC. OSS · Entity 2767 | Tax withholdingCommon Stock | 7,799 | $9.24 | $72,062.76 |
DisclosureSEC source: 0002044400-26-000004 · ownership.xml · nonDerivative · entry 1 Gabel Daniel G. · CIK 0002044400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,509 F1 · shares: The Reporting Person forfeited 7,799 shares of common stock upon conversion of an aggregate 23,761vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on February 7, 2025. F2 · balance_after: Includes 132,762 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. Read SEC document |
| December 31, 2025 Filed Jan 12, 2026 23:06 UTC | ONE STOP SYSTEMS, INC. OSS · Entity 2767 | Tax withholdingCommon Stock | 3,215 | $7.18 | $23,083.70 |
DisclosureSEC source: 0001193125-26-010738 · ownership.xml · nonDerivative · entry 1 Gabel Daniel G. · CIK 0002044400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,069 F1 · shares: The Reporting Person forfeited 3,215 shares of common stock upon conversion of an aggregate 10,000 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on November 11, 2024. F2 · balance_after: Includes 101,284 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. Read SEC document |
| February 07, 2025 Filed Mar 5, 2025 20:39 UTC | ONE STOP SYSTEMS, INC. OSS · Entity 2767 | GrantCommon Stock | 71,284 | $4.06 | $289,413.04 |
DisclosureSEC source: 0000950170-25-033457 · ownership.xml · nonDerivative · entry 1 Gabel Daniel G. · CIK 0002044400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,284 F1 · shares: Represents 71,284 restricted stock units granted to the Reporting Person under the Issuer's 2017 Equity Incentive Plan, as amended, in connection with the Reporting Person's continued service on the management team. F2 · balance_after: Consists of 111,284 unvested resticted stock units held by Reporting Person, all of which remain subject to certain vesting conditions. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 01:53 UTC | ONE STOP SYSTEMS, INC. OSS · Entity 2767 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-125874 · ownership.xml · nonDerivative · entry 1 Gabel Daniel G. · CIK 0002044400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 F1 · shares: Represents 40,000 restricted stock units granted to the Reporting Person under the Issuer's 2017 Equity Incentive Plan, as amended, in connection with the Reporting Person's appointment as Chief Financial Officer of the Issuer, which restricted stock units are subject to vesting conditions. F2 · balance_after: Consists of 40,000 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. 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.