Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dominari Holdings Inc.DOMH · Entity 7162 | Director | July 01, 2026 | July 06, 2026 |
| SIM Acquisition Corp. ISIMA · Entity 9120 | Director | March 07, 2026 | May 06, 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.
Dominari Holdings Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.05 · Expires 2036-07-01 | Direct | 20,000 |
Reported balance
After 2026-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 20,000 · Balance 20,000 F1: On July 1, 2026, the Reporting Person was granted stock options to purchase 20,000 shares of common stock of Dominari Holding Inc. pursuant to the 2022 Equity Incentive Plan. The granted stock options are exercisable on July 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 1, 2026, the Reporting Person was granted stock options to purchase 20,000 shares of common stock of Dominari Holding Inc. pursuant to the 2022 Equity Incentive Plan. The granted stock options are exercisable on July 1, 2027.
SIM Acquisition Corp. I
Report date March 07, 2026 · Filed May 06, 2026
This filing explicitly reported no securities owned.
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 01, 2026 Filed Jul 6, 2026 20:15 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | GrantStock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $3.05 | Not disclosed |
DisclosureSEC source: 0001213900-26-075493 · ownership.xml · derivative · entry 1 Haug Kyle · CIK 0002001535 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2036-07-01 F1 · derivative.exercise_price: On July 1, 2026, the Reporting Person was granted stock options to purchase 20,000 shares of common stock of Dominari Holding Inc. pursuant to the 2022 Equity Incentive Plan. The granted stock options are exercisable on July 1, 2027. F1 · price: On July 1, 2026, the Reporting Person was granted stock options to purchase 20,000 shares of common stock of Dominari Holding Inc. pursuant to the 2022 Equity Incentive Plan. The granted stock options are exercisable on July 1, 2027. Read SEC document |
| January 09, 2026 Filed Mar 25, 2026 01:23 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | GrantCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-26-033789 · ownership.xml · nonDerivative · entry 1 Haug Kyle · CIK 0002001535 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,409 F1 · shares: On January 9, 2026, the Reporting Person was granted 25,000 shares of restricted stock pursuant to the 2022 Equity Incentive Plan. The granted shares vested on January 9, 2026. F1 · price: On January 9, 2026, the Reporting Person was granted 25,000 shares of restricted stock pursuant to the 2022 Equity Incentive Plan. The granted shares vested on January 9, 2026. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:56 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | PurchaseSeries B Warrants (right to buy) · Derivative | 14,409 | Not disclosed Strike: $4.22 | Not disclosed |
DisclosureSEC source: 0001213900-25-013011 · ownership.xml · derivative · entry 4 Haug Kyle · CIK 0002001535 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,409 Underlying: Common Stock · 14,409 shares Expires 2030-02-12 F1 · price: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. F1 · derivative.underlying_shares: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:56 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | PurchaseSeries A Warrants (right to buy) · Derivative | 14,409 | Not disclosed Strike: $3.72 | Not disclosed |
DisclosureSEC source: 0001213900-25-013011 · ownership.xml · derivative · entry 3 Haug Kyle · CIK 0002001535 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,409 Underlying: Common Stock · 14,409 shares Expires 2030-02-12 F1 · price: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. F1 · derivative.underlying_shares: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:56 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | GrantCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-013011 · ownership.xml · nonDerivative · entry 2 Haug Kyle · CIK 0002001535 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,409 F2 · shares: On February 10, 2025, the Reporting Person was granted 10,000 shares of restricted stock at $3.22 per share pursuant to the Company's 2022 Equity Incentive Plan. F2 · price: On February 10, 2025, the Reporting Person was granted 10,000 shares of restricted stock at $3.22 per share pursuant to the Company's 2022 Equity Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:56 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | PurchaseCommon Stock | 14,409 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-013011 · ownership.xml · nonDerivative · entry 1 Haug Kyle · CIK 0002001535 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,409 F1 · shares: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. F1 · price: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. 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.