Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elite Express Holding Inc.ETS · Entity 7312 | Director · See Remarks | August 20, 2025 | August 20, 2025 |
| ITG, Inc./DE/ITG · Entity 4695 | Director | July 02, 2026 | July 07, 2026 |
| Polaryx Therapeutics, Inc.PLYX · Entity 6769 | Director | January 29, 2026 | January 29, 2026 |
| SHF Holdings, Inc.SHFS · Entity 8514 | Director | August 07, 2025 | September 17, 2025 |
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.
Elite Express Holding Inc.
Report date August 20, 2025 · Filed August 20, 2025
This filing explicitly reported no securities owned.
ITG, Inc./DE/
Report date July 02, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 7,500 |
Reported balance
After 2026-07-02 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-07-02 · Grant · Acquired 7,500 · Balance 7,500 F1: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represents a contingent right to receive one share of Class A common stock upon vesting. The RSUs shall vest in full on the earlier of (i) the day immediately preceding the date of the first annual meeting of the Issuer's stockholders following the date of grant and (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person's continued service through the applicable vesting date. |
| Class A common stockSEC Table I · non-derivative | Direct | 1,200 |
Reported balance
After 2026-07-02 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-07-02 · Purchase · Acquired 1,200 · Balance 1,200 F2: Represents shares of Class A common stock acquired pursuant to a directed share program as part of the issuer's initial public offering. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represents a contingent right to receive one share of Class A common stock upon vesting. The RSUs shall vest in full on the earlier of (i) the day immediately preceding the date of the first annual meeting of the Issuer's stockholders following the date of grant and (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person's continued service through the applicable vesting date.
F2: Represents shares of Class A common stock acquired pursuant to a directed share program as part of the issuer's initial public offering.
Polaryx Therapeutics, Inc.
Report date January 29, 2026 · Filed January 29, 2026
This filing explicitly reported no securities owned.
SHF Holdings, Inc.
Report date August 07, 2025 · Filed September 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.40 · Expires 2035-08-06 | Direct | 53,114 |
Reported balance
After 2025-08-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-08-07 · Grant · Acquired 53,144 · Balance 53,114 F1: The stock option vested 100% on August 7, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option vested 100% on August 7, 2025.
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 02, 2026 Filed Jul 7, 2026 23:14 UTC | ITG, Inc./DE/ ITG · Entity 4695 | PurchaseClass A common stock | 1,200 | $16.00 | $19,200.00 |
DisclosureSEC source: 0001193125-26-297777 · ownership.xml · nonDerivative · entry 2 Braun III Francis A · CIK 0002076594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200 F2 · shares: Represents shares of Class A common stock acquired pursuant to a directed share program as part of the issuer's initial public offering. Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 23:14 UTC | ITG, Inc./DE/ ITG · Entity 4695 | GrantClass A common stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-297777 · ownership.xml · nonDerivative · entry 1 Braun III Francis A · CIK 0002076594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represents a contingent right to receive one share of Class A common stock upon vesting. The RSUs shall vest in full on the earlier of (i) the day immediately preceding the date of the first annual meeting of the Issuer's stockholders following the date of grant and (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| August 07, 2025 Filed Sep 17, 2025 23:37 UTC | SHF Holdings, Inc. SHFS · Entity 8514 | GrantStock Option (Right to Buy) · Derivative | 53,144 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-25-013937 · ownership.xml · derivative · entry 1 Braun III Francis A · CIK 0002076594 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,114 Underlying: Common Stock · 53,114 shares Expires 2035-08-06 F1 · derivative.exercise_date: The stock option vested 100% on August 7, 2025. 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.