Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVENT TECHNOLOGIES HOLDINGS, INC.ADN · Entity 8769 | Director · Chief Executive Officer | August 30, 2024 | March 11, 2025 |
| DataMeds AI, Inc.WGRX · Entity 8434 | Director | February 04, 2026 | April 10, 2026 |
| Driveitaway Holdings, Inc.CLCN · Entity 9741 | Director | July 06, 2017 | December 19, 2017 |
| Flash Sports & Media Holdings, Inc.FLZH · Entity 8355 | Director | July 14, 2026 | July 20, 2026 |
| LQR House Inc.LQR · Entity 8513 | Director | August 09, 2023 | August 30, 2023 |
| Tron Inc.SRM · Entity 5156 | Director | May 23, 2025 | May 28, 2025 |
| Virpax Pharmaceuticals, Inc.VRPX · Entity 84306 | Director | July 05, 2024 | July 09, 2024 |
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.
ADVENT TECHNOLOGIES HOLDINGS, INC.
Report date August 30, 2024 · Filed March 11, 2025
This filing explicitly reported no securities owned.
DataMeds AI, Inc.
Report date February 04, 2026 · Filed April 10, 2026
This filing explicitly reported no securities owned.
Driveitaway Holdings, Inc.
Report date July 06, 2017 · Filed December 19, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, $.0001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-07-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Flash Sports & Media Holdings, Inc.
Report date July 14, 2026 · Filed July 20, 2026
This filing explicitly reported no securities owned.
LQR House Inc.
Report date August 09, 2023 · Filed August 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | IndirectSee Explanation of Responses | Not disclosed |
Reported balance
Holding disclosure · report date 2023-08-09 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F3: RSU Exercise Price: There is no exercise price associated with the grant of RSUs. RSUs convert into common stock on a one-for-one basis upon vesting and settlement. F1: 08/09/2023 RSU Grant - Vesting Date: The RSUs vests in eight (8) equal quarterly installments commencing in the quarter following August 9, 2023, subject to the reporting person's continued service to LQR on each vesting date. F2: RSU Expiration Date: This award has no expiration date. RSUs will either vest or be forfeited. F4: Held in the name of 720 Advisors, LLC, for which Mr. Herman has decision making authority. |
Filing footnotes · ownership attribution and instrument terms
F1: 08/09/2023 RSU Grant - Vesting Date: The RSUs vests in eight (8) equal quarterly installments commencing in the quarter following August 9, 2023, subject to the reporting person's continued service to LQR on each vesting date.
F2: RSU Expiration Date: This award has no expiration date. RSUs will either vest or be forfeited.
F3: RSU Exercise Price: There is no exercise price associated with the grant of RSUs. RSUs convert into common stock on a one-for-one basis upon vesting and settlement.
F4: Held in the name of 720 Advisors, LLC, for which Mr. Herman has decision making authority.
Tron Inc.
Report date May 23, 2025 · Filed May 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.56 · Expires 2030-05-23 | Direct | 100,000 |
Reported balance
After 2025-05-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-23 · Grant · Acquired 100,000 · Balance 100,000 F1: The stock options ("Options") were issued pursuant to the Company's 2024 Equity Incentive Plan. The issuance was approved by the members of the Compensation Committee of the Board of Directors prior to the close of trading on the Nasdaq Capital Market on May 23, 2025. The Options will vest and become exercisable immediately and shall expire on May 23, 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options ("Options") were issued pursuant to the Company's 2024 Equity Incentive Plan. The issuance was approved by the members of the Compensation Committee of the Board of Directors prior to the close of trading on the Nasdaq Capital Market on May 23, 2025. The Options will vest and become exercisable immediately and shall expire on May 23, 2030.
Virpax Pharmaceuticals, Inc.
Report date July 05, 2024 · Filed July 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.58 · Expires 2034-07-04 | Direct | 2,500 |
Reported balance
After 2024-07-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-07-05 · Grant · Acquired 2,500 · Balance 2,500 F1: The option vests in full on the twelve-month anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in full on the twelve-month anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| May 23, 2025 Filed May 28, 2025 01:49 UTC | Tron Inc. SRM · Entity 5156 | GrantStock option (right to buy) · Derivative | 100,000 | $0.00 Strike: $0.56 | $0.00 |
DisclosureSEC source: 0001641172-25-012568 · ownership.xml · derivative · entry 1 Herman Gary L · CIK 0001294449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2030-05-23 F1 · shares: The stock options ("Options") were issued pursuant to the Company's 2024 Equity Incentive Plan. The issuance was approved by the members of the Compensation Committee of the Board of Directors prior to the close of trading on the Nasdaq Capital Market on May 23, 2025. The Options will vest and become exercisable immediately and shall expire on May 23, 2030. Read SEC document |
| January 06, 2025 Filed Jan 10, 2025 22:00 UTC | Tron Inc. SRM · Entity 5156 | GrantStock option (right to buy) · Derivative | 75,000 | $0.00 Strike: $0.65 | $0.00 |
DisclosureSEC source: 0001493152-25-001766 · ownership.xml · derivative · entry 1 Herman Gary L · CIK 0001294449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,000 Underlying: Common Stock · 75,000 shares Expires 2030-01-06 F1 · shares: The stock options ("Options") were issued pursuant to the Company's 2024 Equity Incentive Plan. The issuance was approved by the members of the Board of Directors on January 6, 2025. The Options will vest and become exercisable immediately and shall expire on January 6, 2030. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 16:03 UTC | Virpax Pharmaceuticals, Inc. VRPX · Entity 84306 | GrantStock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $0.58 | $0.00 |
DisclosureSEC source: 0001213900-24-060120 · ownership.xml · derivative · entry 1 Herman Gary L · CIK 0001294449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2034-07-04 F1 · derivative.exercise_date: The option vests in full on the twelve-month anniversary of the grant date. Read SEC document |
| February 22, 2024 Filed Feb 27, 2024 01:17 UTC | Tron Inc. SRM · Entity 5156 | GrantStock option (right to buy) · Derivative | 40,000 | $0.00 Strike: $1.20 | $0.00 |
DisclosureSEC source: 0001493152-24-007893 · ownership.xml · derivative · entry 1 Herman Gary L · CIK 0001294449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2029-02-22 F1 · shares: The options ("Option" and collectively, "Options") have been issued from the Company's 2023 Equity Incentive Plan, that was approved by the Members of the Board of Directors on February 22, 2024. F2 · derivative.exercise_date: The Options will vest and become exercisable immediately, containing a cashless exercise provision. The 40,000 Options shall be Incentive Stock Options. Read SEC document |
| October 24, 2023 Filed Oct 26, 2023 20:30 UTC | Tron Inc. SRM · Entity 5156 | GrantOptions to Purchase Shares of Common Stock · Derivative | 30,000 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0001493152-23-038395 · ownership.xml · derivative · entry 1 Herman Gary L · CIK 0001294449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires not disclosed F1 · security: The stock options were issued to Mr. Herman pursuant to the SRM Entertainment, Inc. 2023 Equity Incentive Plan. The issuance was approved by the members of the Board of Directors on October 24, 2023. The stock options are fully vested and exercisable and shall expire on 10/24/2028. F1 · derivative.exercise_date: The stock options were issued to Mr. Herman pursuant to the SRM Entertainment, Inc. 2023 Equity Incentive Plan. The issuance was approved by the members of the Board of Directors on October 24, 2023. The stock options are fully vested and exercisable and shall expire on 10/24/2028. F1 · derivative.expiration_date: The stock options were issued to Mr. Herman pursuant to the SRM Entertainment, Inc. 2023 Equity Incentive Plan. The issuance was approved by the members of the Board of Directors on October 24, 2023. The stock options are fully vested and exercisable and shall expire on 10/24/2028. 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.