Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DevvStream Corp.DEVS · Entity 8119 | Director | March 13, 2026 | March 20, 2026 |
| Focus Impact BH3 Acquisition CoBHAC · Entity 78681 | Director · Chief Investment Officer | November 02, 2023 | November 13, 2023 |
| XCF Global, Inc.SAFX · Entity 6493 | Director | May 21, 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.
DevvStream Corp.
Report date March 13, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectManager of FIP | 2,526,405 |
Reported balance
After 2026-03-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-13 · Conversion · Acquired 2,526,405 · Balance 2,526,405 F1: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. |
| Convertible Promissory NoteSEC Table II · derivative / convertible security · Conversion / exercise price $0.90 | IndirectManager of FIP | 0 |
Reported balance
After 2026-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-13 · Conversion · Disposed 2,526,405 · Balance 0 F1: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person.
Focus Impact BH3 Acquisition Co
Report date November 02, 2023 · Filed November 13, 2023
This filing explicitly reported no securities owned.
XCF Global, Inc.
Report date May 21, 2026 · Filed July 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 4,839,190 |
Reported balance
After 2026-05-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 4,581,838 · Balance 4,839,190 F1: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 8,403,431 |
Reported balance
After 2026-05-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-21 · Grant · Acquired 3,564,241 · Balance 8,403,431 F1: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. F2: Shares of restricted Common Stock were granted to FIP for additional fees for services rendered under the Consulting Agreement. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027.
F2: Shares of restricted Common Stock were granted to FIP for additional fees for services rendered under the Consulting Agreement. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027.
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 21, 2026 Filed Jul 10, 2026 13:55 UTC | XCF Global, Inc. SAFX · Entity 6493 | GrantClass A Common Stock | 3,564,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001183805-26-000003 · primary_doc.xml · nonDerivative · entry 2 THORN WRAY T · CIK 0001183805 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 8,403,431 F1 · shares: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. F2 · shares: Shares of restricted Common Stock were granted to FIP for additional fees for services rendered under the Consulting Agreement. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. F1 · balance_after: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. F2 · balance_after: Shares of restricted Common Stock were granted to FIP for additional fees for services rendered under the Consulting Agreement. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. F1 · ownership.nature: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. Read SEC document |
| May 21, 2026 Filed Jul 10, 2026 13:55 UTC | XCF Global, Inc. SAFX · Entity 6493 | GrantClass A Common Stock | 4,581,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001183805-26-000003 · primary_doc.xml · nonDerivative · entry 1 THORN WRAY T · CIK 0001183805 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,839,190 F1 · shares: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. F1 · balance_after: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. F1 · ownership.nature: Focus Impact Partners, LLC ("FIP") provides consulting services to the Issuer pursuant to a Consulting Agreement. FIP is controlled by Carl Stanton and the reporting person. Shares of restricted Common Stock were granted to FIP for payment accrued and unpaid fees for services rendered under the Consulting Agreement for the period from February 19, 2025 through June 30, 2026. The restricted Common Stock will be issued provided that FIP has not terminated the Consulting Agreement prior to January 1, 2027 and the Company has not terminated the Consulting Agreement for Cause (as defined in the Consulting Agreement) prior to January 1, 2027. Read SEC document |
| March 13, 2026 Filed Mar 20, 2026 18:32 UTC | DevvStream Corp. DEVS · Entity 8119 | ConversionConvertible Promissory Note · Derivative | 2,526,405 | $0.90 Strike: $0.90 | $2,280,333.15 |
DisclosureSEC source: 0001183805-26-000001 · primary_doc.xml · derivative · entry 2 THORN WRAY T · CIK 0001183805 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Manager of FIP Disclosed balance after: 0 Underlying: Common Shares · 2,526,405 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 · security: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. F1 · shares: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. F1 · derivative.exercise_date: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. F1 · derivative.expiration_date: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. F1 · ownership.direct: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. Read SEC document |
| March 13, 2026 Filed Mar 20, 2026 18:32 UTC | DevvStream Corp. DEVS · Entity 8119 | ConversionCommon Shares | 2,526,405 | $0.90 | $2,280,333.15 |
DisclosureSEC source: 0001183805-26-000001 · primary_doc.xml · nonDerivative · entry 1 THORN WRAY T · CIK 0001183805 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Manager of FIP Disclosed balance after: 2,526,405 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 · balance_after: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. F1 · ownership.direct: Focus Impact Partners, LLC ("FIP") provided consulting services to the Issuer and loaned funds to the Issuer, pursuant to two convertible promissory notes. FIP and Issuer entered into a Conversion Agreement to convert all amounts owed into 2,526,405 Common Shares at a per share price of $0.9026. FIP is controlled by Carl Stanton and the reporting person. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 22:59 UTC | DevvStream Corp. DEVS · Entity 8119 | GrantConvertible notes · Derivative | Not disclosed | Not disclosed | $982,150.00 |
DisclosureSEC source: 0001140361-24-047094 · form4.xml · derivative · entry 1 THORN WRAY T · CIK 0001183805 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: Not disclosed Underlying: Common shares · Not disclosed shares Expires 2026-11-13 F1 · derivative.exercise_price: On November 13, 2024, the issuer agreed to cancel and convert (A) $345,000 of accrued and unpaid of fees under the administrative services agreement, dated October 27, 2021, by and between the issuer (as the successor of FIAC) and Focus Impact Sponsor, LLC, into $345,000 of new 5.3% convertible notes issued to Focus Impact Partners, LLC ("Focus Partners") on November 13, 2024 with a maturity date that is 2 years from November 13, 2024 (the "New Convertible Notes"); and (B) $637,150 of convertible notes of DevvStream Holdings Inc. held by Focus Partners into $637,150 of New Convertible Notes that were issued to Focus Partners on November 13, 2024. The $982,150 principal loan amount and any accrued and unpaid interest under the Convertible Notes are convertible into common shares of the issuer at a 25% discount to the issuer's 20-day volume weighted average price, subject to a floor of $0.867 per share. F1 · reported_value: On November 13, 2024, the issuer agreed to cancel and convert (A) $345,000 of accrued and unpaid of fees under the administrative services agreement, dated October 27, 2021, by and between the issuer (as the successor of FIAC) and Focus Impact Sponsor, LLC, into $345,000 of new 5.3% convertible notes issued to Focus Impact Partners, LLC ("Focus Partners") on November 13, 2024 with a maturity date that is 2 years from November 13, 2024 (the "New Convertible Notes"); and (B) $637,150 of convertible notes of DevvStream Holdings Inc. held by Focus Partners into $637,150 of New Convertible Notes that were issued to Focus Partners on November 13, 2024. The $982,150 principal loan amount and any accrued and unpaid interest under the Convertible Notes are convertible into common shares of the issuer at a 25% discount to the issuer's 20-day volume weighted average price, subject to a floor of $0.867 per share. F1 · price: On November 13, 2024, the issuer agreed to cancel and convert (A) $345,000 of accrued and unpaid of fees under the administrative services agreement, dated October 27, 2021, by and between the issuer (as the successor of FIAC) and Focus Impact Sponsor, LLC, into $345,000 of new 5.3% convertible notes issued to Focus Impact Partners, LLC ("Focus Partners") on November 13, 2024 with a maturity date that is 2 years from November 13, 2024 (the "New Convertible Notes"); and (B) $637,150 of convertible notes of DevvStream Holdings Inc. held by Focus Partners into $637,150 of New Convertible Notes that were issued to Focus Partners on November 13, 2024. The $982,150 principal loan amount and any accrued and unpaid interest under the Convertible Notes are convertible into common shares of the issuer at a 25% discount to the issuer's 20-day volume weighted average price, subject to a floor of $0.867 per share. F1 · derivative.underlying_shares: On November 13, 2024, the issuer agreed to cancel and convert (A) $345,000 of accrued and unpaid of fees under the administrative services agreement, dated October 27, 2021, by and between the issuer (as the successor of FIAC) and Focus Impact Sponsor, LLC, into $345,000 of new 5.3% convertible notes issued to Focus Impact Partners, LLC ("Focus Partners") on November 13, 2024 with a maturity date that is 2 years from November 13, 2024 (the "New Convertible Notes"); and (B) $637,150 of convertible notes of DevvStream Holdings Inc. held by Focus Partners into $637,150 of New Convertible Notes that were issued to Focus Partners on November 13, 2024. The $982,150 principal loan amount and any accrued and unpaid interest under the Convertible Notes are convertible into common shares of the issuer at a 25% discount to the issuer's 20-day volume weighted average price, subject to a floor of $0.867 per share. F1 · valueOwnedAfter: On November 13, 2024, the issuer agreed to cancel and convert (A) $345,000 of accrued and unpaid of fees under the administrative services agreement, dated October 27, 2021, by and between the issuer (as the successor of FIAC) and Focus Impact Sponsor, LLC, into $345,000 of new 5.3% convertible notes issued to Focus Impact Partners, LLC ("Focus Partners") on November 13, 2024 with a maturity date that is 2 years from November 13, 2024 (the "New Convertible Notes"); and (B) $637,150 of convertible notes of DevvStream Holdings Inc. held by Focus Partners into $637,150 of New Convertible Notes that were issued to Focus Partners on November 13, 2024. The $982,150 principal loan amount and any accrued and unpaid interest under the Convertible Notes are convertible into common shares of the issuer at a 25% discount to the issuer's 20-day volume weighted average price, subject to a floor of $0.867 per share. F2 · ownership.direct: The New Convertible Notes are held by Focus Partners, which is controlled by Carl Stanton and the reporting person. F2 · ownership.nature: The New Convertible Notes are held by Focus Partners, which is controlled by Carl Stanton and the reporting person. 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.