Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPEXI, INC.UPXI · Entity 6954 | Director | July 03, 2026 | July 20, 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.
UPEXI, INC.
Report date July 03, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 216,389 |
Reported balance
After 2026-07-03 transaction · row 1
1 source rowRow 1 · 2026-07-03 · Grant · Acquired 100,000 · Balance 216,389 F1: Represents restricted stock granted pursuant to the Issuer's 2019 Incentive Stock Plan, as amended, that vests in four equal quarterly installments, with full vesting on July 1, 2027, subject to continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock granted pursuant to the Issuer's 2019 Incentive Stock Plan, as amended, that vests in four equal quarterly installments, with full vesting on July 1, 2027, subject to 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 |
|---|---|---|---|---|---|---|
| July 03, 2026 Filed Jul 20, 2026 21:28 UTC | UPEXI, INC. UPXI · Entity 6954 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-26-004402 · form4.xml · nonDerivative · entry 1 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,389 F1 · shares: Represents restricted stock granted pursuant to the Issuer's 2019 Incentive Stock Plan, as amended, that vests in four equal quarterly installments, with full vesting on July 1, 2027, subject to continued service. Read SEC document |
| July 22, 2025 Filed Jul 24, 2025 20:05 UTC | UPEXI, INC. UPXI · Entity 6954 | PurchaseCommon Stock | 4,000 | $7.50 | $30,000.00 |
DisclosureSEC source: 0001477932-25-005238 · form4.xml · nonDerivative · entry 6 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,389 Read SEC document |
| July 16, 2025 Filed Jul 24, 2025 20:05 UTC | UPEXI, INC. UPXI · Entity 6954 | PurchaseCommon Stock | 1,000 | $5.60 | $5,600.00 |
DisclosureSEC source: 0001477932-25-005238 · form4.xml · nonDerivative · entry 5 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,389 Read SEC document |
| July 16, 2025 Filed Jul 24, 2025 20:05 UTC | UPEXI, INC. UPXI · Entity 6954 | PurchaseCommon Stock | 10,000 | $5.70 | $57,000.00 |
DisclosureSEC source: 0001477932-25-005238 · form4.xml · nonDerivative · entry 4 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,389 Read SEC document |
| July 16, 2025 Filed Jul 24, 2025 20:05 UTC | UPEXI, INC. UPXI · Entity 6954 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-25-005238 · form4.xml · nonDerivative · entry 3 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,389 F2 · shares: Vests quarterly in equal installments over 12 months beginning July 1, 2025. F3 · shares: The shares of Common Stock reported herein were granted pursuant to the Issuer's Equity Incentive Plan. Read SEC document |
| July 16, 2025 Filed Jul 24, 2025 20:05 UTC | UPEXI, INC. UPXI · Entity 6954 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-25-005238 · form4.xml · nonDerivative · entry 2 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,389 F1 · shares: Vests in full 90 days from July 1, 2025. F3 · shares: The shares of Common Stock reported herein were granted pursuant to the Issuer's Equity Incentive Plan. Read SEC document |
| July 15, 2025 Filed Jul 24, 2025 20:05 UTC | UPEXI, INC. UPXI · Entity 6954 | PurchaseCommon Stock | 1,000 | $5.17 | $5,170.00 |
DisclosureSEC source: 0001477932-25-005238 · form4.xml · nonDerivative · entry 1 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,389 Read SEC document |
| January 17, 2025 Filed Apr 25, 2025 20:01 UTC | UPEXI, INC. UPXI · Entity 6954 | GrantOptions to buy common stock · Derivative | 25,000 | $0.00 Strike: $3.46 | $0.00 |
DisclosureSEC source: 0001477932-25-002978 · form4.xml · derivative · entry 1 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common · 25,000 shares Expires 2035-01-17 Read SEC document |
| September 30, 2022 Filed Nov 17, 2022 21:02 UTC | UPEXI, INC. UPXI · Entity 6954 | GrantStock Option Grant (right to buy) · Derivative | 50,000 | $0.00 Strike: $3.87 | $0.00 |
DisclosureSEC source: 0001415889-22-011484 · form4-11172022_091153.xml · derivative · entry 1 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2027-09-30 F1 · derivative.exercise_date: The option provides for vesting in equal monthly installments for the two-year period starting on July 1, 2022 and ending on July 1, 2024; therefore, on the grant date of September 30, 2022, such options immediately vested for 3 months and thereafter will continue to vest on a monthly basis for the succeeding 21 months. F1 · derivative.expiration_date: The option provides for vesting in equal monthly installments for the two-year period starting on July 1, 2022 and ending on July 1, 2024; therefore, on the grant date of September 30, 2022, such options immediately vested for 3 months and thereafter will continue to vest on a monthly basis for the succeeding 21 months. Read SEC document |
| July 21, 2021 Filed Aug 31, 2021 21:21 UTC | UPEXI, INC. GRVI · Entity 6954 | GrantOption Grant · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001864559-21-000001 · primary_doc.xml · derivative · entry 1 Dugan Lawrence · CIK 0001864559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires not disclosed F1 · derivative.exercise_price: 50,000 options are vested and shall be exercisable for a price of $4.18 per option share for 2 years from July 21, 2021 (the "Grant Date"); such options shall vest on a monthly basis over a one year period and be exercisable for a price of $4.18 per option share for two years from the Grant Date. F1 · date: 50,000 options are vested and shall be exercisable for a price of $4.18 per option share for 2 years from July 21, 2021 (the "Grant Date"); such options shall vest on a monthly basis over a one year period and be exercisable for a price of $4.18 per option share for two years from the Grant Date. F1 · price: 50,000 options are vested and shall be exercisable for a price of $4.18 per option share for 2 years from July 21, 2021 (the "Grant Date"); such options shall vest on a monthly basis over a one year period and be exercisable for a price of $4.18 per option share for two years from the Grant Date. F1 · derivative.exercise_date: 50,000 options are vested and shall be exercisable for a price of $4.18 per option share for 2 years from July 21, 2021 (the "Grant Date"); such options shall vest on a monthly basis over a one year period and be exercisable for a price of $4.18 per option share for two years from the Grant Date. F1 · derivative.expiration_date: 50,000 options are vested and shall be exercisable for a price of $4.18 per option share for 2 years from July 21, 2021 (the "Grant Date"); such options shall vest on a monthly basis over a one year period and be exercisable for a price of $4.18 per option share for two years from the Grant 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.