Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PSQ Holdings, Inc.PSQH · Entity 7679 | Director · Chief Financial Officer | July 09, 2026 | July 10, 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.
PSQ Holdings, Inc.
Report date July 09, 2026 · Filed July 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 254,864 |
Reported balance
After 2026-07-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-09 · Grant · Acquired 125,000 · Balance 254,864 F1: Represents unvested restricted stock units ("RSUs"), which will vest on July 9, 2027, subject to the reporting person's continuous service to the issuer. F2: Certain of the securities reported in Column 5 of Table I are restricted stock units RSUs. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share, subject to the applicable vesting schedule and conditions of the applicable RSU award and the issuer's Amended and Restated 2023 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents unvested restricted stock units ("RSUs"), which will vest on July 9, 2027, subject to the reporting person's continuous service to the issuer.
F2: Certain of the securities reported in Column 5 of Table I are restricted stock units RSUs. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share, subject to the applicable vesting schedule and conditions of the applicable RSU award and the issuer's Amended and Restated 2023 Stock Incentive Plan.
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 09, 2026 Filed Jul 10, 2026 20:11 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001985227-26-000005 · form4-07102026_080742.xml · nonDerivative · entry 1 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,864 F1 · shares: Represents unvested restricted stock units ("RSUs"), which will vest on July 9, 2027, subject to the reporting person's continuous service to the issuer. F2 · balance_after: Certain of the securities reported in Column 5 of Table I are restricted stock units RSUs. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share, subject to the applicable vesting schedule and conditions of the applicable RSU award and the issuer's Amended and Restated 2023 Stock Incentive Plan. Read SEC document |
| May 15, 2026 Filed May 16, 2026 01:43 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | SaleClass A Common Stock, par value $0.0001 per share | 12,699 | $0.59 | $7,478.44 |
DisclosureSEC source: 0001985227-26-000003 · form4-05162026_010538.xml · nonDerivative · entry 4 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,864 F2 · shares: The shares were sold to cover taxes associated with the settlement of RSUs. F5 · price: Reflects the weighted average price of 12,699 shares of Class A Common Stock sold by the reporting person in multiple transactions on May 15, 2026 with sales prices ranging from $0.5858 to $0.6000 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 14, 2026 Filed May 16, 2026 01:43 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | SaleClass A Common Stock, par value $0.0001 per share | 8,413 | $0.61 | $5,147.07 |
DisclosureSEC source: 0001985227-26-000003 · form4-05162026_010538.xml · nonDerivative · entry 3 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,563 F2 · shares: The shares were sold to cover taxes associated with the settlement of RSUs. F4 · price: Reflects the weighted average price of 8,413 shares of Class A Common Stock sold by the reporting person in multiple transactions on May 14, 2026 with sales prices ranging from $0.5871 to $0.6302 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 13, 2026 Filed May 16, 2026 01:43 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | SaleClass A Common Stock, par value $0.0001 per share | 8,442 | $0.66 | $5,567.50 |
DisclosureSEC source: 0001985227-26-000003 · form4-05162026_010538.xml · nonDerivative · entry 2 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,976 F2 · shares: The shares were sold to cover taxes associated with the settlement of RSUs. F3 · price: Reflects the weighted average price of 8,442 shares of Class A Common Stock sold by the reporting person in multiple transactions on May 13, 2026 with sales prices ranging from $0.613 to $0.718 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 12, 2026 Filed May 16, 2026 01:43 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionRestricted Stock Units · Derivative | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001985227-26-000003 · form4-05162026_010538.xml · derivative · entry 5 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,667 Underlying: Class A Common Stock · 83,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a continent right to receive one share of the issuer's Class A Common Stock. F6 · derivative.exercise_date: The reporting person was granted 250,000 RSUs under the Company's 2023 Stock Incentive Plan, to vest over three years, with one-third of the RSUs vesting on each of the first three anniversaries commencing on June 1, 2025. F6 · derivative.expiration_date: The reporting person was granted 250,000 RSUs under the Company's 2023 Stock Incentive Plan, to vest over three years, with one-third of the RSUs vesting on each of the first three anniversaries commencing on June 1, 2025. Read SEC document |
| May 12, 2026 Filed May 16, 2026 01:43 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionClass A Common Stock, par value $0.0001 per share | 83,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001985227-26-000003 · form4-05162026_010538.xml · nonDerivative · entry 1 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,418 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a continent right to receive one share of the issuer's Class A Common Stock. Read SEC document |
| July 11, 2025 Filed Jul 14, 2025 14:29 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantRestricted Stock Unit · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-019689 · form4-07142025_020715.xml · derivative · entry 1 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of the Issuer's Class A common stock, par value $0.0001, upon vesting of each RSU. F2 · derivative.exercise_date: The reporting person was granted 250,000 RSUs under the Company's 2023 Stock Incentive Plan, to vest over three years, with one-third of the RSUs vesting on each of the first three anniversaries commencing on June 1, 2025. F2 · derivative.expiration_date: The reporting person was granted 250,000 RSUs under the Company's 2023 Stock Incentive Plan, to vest over three years, with one-third of the RSUs vesting on each of the first three anniversaries commencing on June 1, 2025. Read SEC document |
| June 05, 2025 Filed Jun 10, 2025 01:20 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionRestricted Stock Unit · Derivative | 46,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001830188-25-000043 · primary_doc.xml · derivative · entry 4 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock, par value $0.0001 per share · 46,440 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The restricted stock unit award vested in full on June 5, 2025. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F2 · price: The restricted stock unit award vested in full on June 5, 2025. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F2 · derivative.exercise_date: The restricted stock unit award vested in full on June 5, 2025. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F2 · derivative.expiration_date: The restricted stock unit award vested in full on June 5, 2025. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. Read SEC document |
| June 05, 2025 Filed Jun 10, 2025 01:20 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionClass A Common Stock, par value $0.0001 per share | 46,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001830188-25-000043 · primary_doc.xml · nonDerivative · entry 2 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,085 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The restricted stock unit award vested in full on June 5, 2025. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. Read SEC document |
| September 25, 2024 Filed Jun 10, 2025 01:20 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionRestricted Stock Unit · Derivative | 29,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001830188-25-000043 · primary_doc.xml · derivative · entry 3 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock, par value $0.0001 per share · 29,645 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock unit award vested in full on September 25, 2024. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · price: The restricted stock unit award vested in full on September 25, 2024. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.exercise_date: The restricted stock unit award vested in full on September 25, 2024. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.expiration_date: The restricted stock unit award vested in full on September 25, 2024. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. Read SEC document |
| September 25, 2024 Filed Jun 10, 2025 01:20 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionClass A Common Stock, par value $0.0001 per share | 29,645 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001830188-25-000043 · primary_doc.xml · nonDerivative · entry 1 Rinn James · CIK 0001985227 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,645 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The restricted stock unit award vested in full on September 25, 2024. Each restricted stock unit represented the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 23:02 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantRestricted Stock Unit · Derivative | 46,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-24-000161 · primary_doc.xml · derivative · entry 1 Rinn James · CIK 0001985227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,400 Underlying: Class A Common Stock · 46,440 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock unit award will vest in full on June 5, 2025, subject to the Reporting Person's continued service with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · kind: The restricted stock unit award will vest in full on June 5, 2025, subject to the Reporting Person's continued service with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · price: The restricted stock unit award will vest in full on June 5, 2025, subject to the Reporting Person's continued service with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.exercise_date: The restricted stock unit award will vest in full on June 5, 2025, subject to the Reporting Person's continued service with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.expiration_date: The restricted stock unit award will vest in full on June 5, 2025, subject to the Reporting Person's continued service with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. Read SEC document |
| September 25, 2023 Filed Oct 5, 2023 22:56 UTC | PSQ Holdings, Inc. PSQHX · Entity 7679 | GrantRestricted Stock Unit · Derivative | 29,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-23-000337 · primary_doc.xml · derivative · entry 1 Rinn James · CIK 0001985227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,645 Underlying: Class A Common Stock · 29,645 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock unit award will vest in full on September 25, 2024, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · kind: The restricted stock unit award will vest in full on September 25, 2024, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · price: The restricted stock unit award will vest in full on September 25, 2024, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.exercise_date: The restricted stock unit award will vest in full on September 25, 2024, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.expiration_date: The restricted stock unit award will vest in full on September 25, 2024, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. 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.