Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Volato Group, Inc.SOAR · Entity 7868 | Director · Chief Executive Officer | June 30, 2026 | July 01, 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.
Volato Group, Inc.
Report date June 30, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 921,761 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 606,060 · Balance 921,761 |
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 1, 2026 15:34 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 606,060 | $0.17 | $99,999.90 |
DisclosureSEC source: 0001493152-26-031465 · ownership.xml · nonDerivative · entry 1 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 921,761 Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 12:06 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 10,000 | $0.26 | $2,600.00 |
DisclosureSEC source: 0001628280-26-022225 · wk-form4_1774958803.xml · nonDerivative · entry 2 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 325,701 Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 12:06 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 10,000 | $0.26 | $2,600.00 |
DisclosureSEC source: 0001628280-26-022225 · wk-form4_1774958803.xml · nonDerivative · entry 1 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,701 Read SEC document |
| November 01, 2025 Filed Nov 18, 2025 22:07 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 15,287 | $1.67 | $25,529.29 |
DisclosureSEC source: 0001628280-25-052982 · wk-form4_1763503671.xml · nonDerivative · entry 5 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 311,684 Read SEC document |
| October 03, 2025 Filed Nov 18, 2025 22:07 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 2,670 | $1.68 | $4,485.60 |
DisclosureSEC source: 0001628280-25-052982 · wk-form4_1763503671.xml · nonDerivative · entry 3 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 290,550 Read SEC document |
| October 01, 2025 Filed Nov 18, 2025 22:07 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 5,847 | $1.77 | $10,349.19 |
DisclosureSEC source: 0001628280-25-052982 · wk-form4_1763503671.xml · nonDerivative · entry 4 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 296,397 Read SEC document |
| September 15, 2025 Filed Nov 18, 2025 22:07 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 3,641 | $1.68 | $6,116.88 |
DisclosureSEC source: 0001628280-25-052982 · wk-form4_1763503671.xml · nonDerivative · entry 2 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 287,880 Read SEC document |
| July 31, 2025 Filed Nov 18, 2025 22:07 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 2,072 | $1.41 | $2,921.52 |
DisclosureSEC source: 0001628280-25-052982 · wk-form4_1763503671.xml · nonDerivative · entry 1 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 284,239 Read SEC document |
| May 07, 2025 Filed May 9, 2025 21:10 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-024368 · wk-form4_1746825042.xml · nonDerivative · entry 1 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,359,474 F1 · shares: The shares represent a restricted stock award (RSA) granted under the 2023 Stock Incentive Plan. The RSA vested immediately. The award of the RSA is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3(d)(1) promulgated thereunder. Read SEC document |
| February 25, 2025 Filed May 9, 2025 21:10 UTC | Volato Group, Inc. SOAR · Entity 7868 | Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 2,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-024368 · wk-form4_1746825042.xml · derivative · entry 4 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 4,742 Underlying: Common Stock · 2,903 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 late filing is due to an inadvertent administrative error and not any error of the reporting person. F3 · derivative.exercise_price: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon Ms. Liotta completing consulting related services. F3 · derivative.exercise_date: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon Ms. Liotta completing consulting related services. F3 · derivative.expiration_date: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon Ms. Liotta completing consulting related services. F3 · derivative.underlying_shares: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon Ms. Liotta completing consulting related services. Read SEC document |
| February 25, 2025 Filed May 9, 2025 21:10 UTC | Volato Group, Inc. SOAR · Entity 7868 | Exercise / conversionCommon Stock | 2,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-024368 · wk-form4_1746825042.xml · nonDerivative · entry 2 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 282,167 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 · shares: The late filing is due to an inadvertent administrative error and not any error of the reporting person. Read SEC document |
| January 01, 2025 Filed May 9, 2025 21:10 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantPerformance-Based Restricted Stock Unit · Derivative | 7,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-024368 · wk-form4_1746825042.xml · derivative · entry 3 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 7,645 Underlying: Common Stock · 7,645 shares Expires not disclosed F2 · derivative.exercise_price: The late filing is due to an inadvertent administrative error and not any error of the reporting person. F3 · derivative.exercise_price: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon Ms. Liotta completing consulting related services. F3 · derivative.exercise_date: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon Ms. Liotta completing consulting related services. F3 · derivative.expiration_date: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon Ms. Liotta completing consulting related services. F3 · derivative.underlying_shares: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon Ms. Liotta completing consulting related services. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 19:11 UTC | Volato Group, Inc. SOAR · Entity 7868 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 146,910 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0001628280-24-051001 · wk-form4_1734030707.xml · derivative · entry 3 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 146,910 shares Expires 2032-03-10 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. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 19:11 UTC | Volato Group, Inc. SOAR · Entity 7868 | Exercise / conversionCommon Stock | 146,910 | $0.16 | $23,505.60 |
DisclosureSEC source: 0001628280-24-051001 · wk-form4_1734030707.xml · nonDerivative · entry 1 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,314,474 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. Read SEC document |
| December 05, 2024 Filed Dec 12, 2024 19:11 UTC | Volato Group, Inc. SOAR · Entity 7868 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 88,140 | $0.00 Strike: $0.75 | $0.00 |
DisclosureSEC source: 0001628280-24-051001 · wk-form4_1734030707.xml · derivative · entry 4 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 0 Underlying: Common Stock · 88,140 shares Expires 2034-06-07 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_date: On December 15, 2022, Ms. Liotta was granted 88,140 options that fully vested as of December 1, 2023. Read SEC document |
| December 05, 2024 Filed Dec 12, 2024 19:11 UTC | Volato Group, Inc. SOAR · Entity 7868 | Exercise / conversionCommon Stock | 88,140 | $0.75 | $66,105.00 |
DisclosureSEC source: 0001628280-24-051001 · wk-form4_1734030707.xml · nonDerivative · entry 2 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 279,264 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. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:46 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $0.75 | $0.00 |
DisclosureSEC source: 0001628280-24-027727 · wk-form4_1718145967.xml · derivative · entry 4 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 138,140 Underlying: Common Stock · 50,000 shares Expires 2034-06-07 F5 · derivative.exercise_date: The stock option vests as to 25% of the shares subject to 12 months of continuous employment on the vesting commencement date and 1/48th shall vest subject to continuous employment thereafter. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:46 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantPerformance-Based Restricted Stock Unit · Derivative | 183,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027727 · wk-form4_1718145967.xml · derivative · entry 3 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,580 Underlying: Common Stock · 183,580 shares Expires not disclosed F4 · derivative.exercise_price: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon SOAR's common stock achieving a specified price per share. F4 · derivative.exercise_date: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon SOAR's common stock achieving a specified price per share. F4 · derivative.expiration_date: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon SOAR's common stock achieving a specified price per share. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:46 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 191,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027727 · wk-form4_1718145967.xml · nonDerivative · entry 2 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Spouse Disclosed balance after: 191,124 F3 · shares: The shares represent RSU's granted on June 7, 2024. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. 1/48th of the Award shall vest when the executive completes each month of continuous service. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:46 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 370,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027727 · wk-form4_1718145967.xml · nonDerivative · entry 1 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,167,573 F1 · shares: The shares represent Restricted Stock Units ("RSUs") granted on June 7, 2024. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSU shall vest 25% of the shares subject to 12 months of continuous employment on the vesting commencement date and 1/48th shall vest subject to continuous employment thereafter. F2 · balance_after: Mr. Liotta beneficially owns (i) 9,000 shares of Common Stock held individually, (ii) 3,466,153 shares of Common Stock held by Argand Group LLC and (iii) 1,322,118 shares of Common Stock held by PDK Capital, LLC in which Mr. Liotta has sole voting power and shares dispositive power with Ms. Jennifer Liotta. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 22:35 UTC | Volato Group, Inc. SOAR · Entity 7868 | PurchaseCommon Stock | 6,000 | $0.81 | $4,860.00 |
DisclosureSEC source: 0001628280-24-027591 · wk-form4_1718058928.xml · nonDerivative · entry 1 Liotta Matthew · CIK 0002003587 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,797,271 F1 · balance_after: Mr. Liotta beneficially owns (i) 9,000 shares of Common Stock held individually, (ii) 3,466,153 shares of Common Stock held by Argand Group LLC and (iii) 1,322,118 shares of Common Stock held by PDK Capital, LLC in which Mr. Liotta has sole voting power and shares dispositive power with Ms. Jennifer Liotta. Read SEC document |
| March 28, 2024 Filed Apr 2, 2024 16:39 UTC | Volato Group, Inc. SOAR · Entity 7868 | PurchaseCommon Stock | 3,000 | $3.53 | $10,580.10 |
DisclosureSEC source: 0001140361-24-017201 · form4.xml · nonDerivative · entry 1 Liotta Matthew · CIK 0002003587 · Director · CEO and Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,791,217 F1 · balance_after: Mr. Liotta beneficially owns (i) 3,000 shares of Common Stock held individually, (ii) 3,466,153 shares of Common Stock held by Argand Group LLC and (iii) 1,322,118 shares of Common Stock held by PDK Capital, LLC in which Mr. Liotta has sole voting power and shares dispositive power with Ms. Jennifer Liotta. 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.