Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Teamshares IncTMS · Entity 5590 | Chief Operating Officer | June 18, 2026 | June 23, 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.
Teamshares Inc
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,587 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 13,587 · Balance 13,587 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.76 · Expires 2031-05-31 | Direct | 74,228 |
Reported balance
After 2026-06-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-18 · Grant · Acquired 74,228 · Balance 74,228 F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F2: The stock option is fully vested and exercisable. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.76 · Expires 2031-05-31 | Direct | 15,975 |
Reported balance
After 2026-06-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-18 · Grant · Acquired 15,975 · Balance 15,975 F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F2: The stock option is fully vested and exercisable. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $3.92 · Expires 2032-01-13 | Direct | 45,101 |
Reported balance
After 2026-06-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-18 · Grant · Acquired 45,101 · Balance 45,101 F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F2: The stock option is fully vested and exercisable. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $7.01 · Expires 2033-08-20 | Direct | 90,203 |
Reported balance
After 2026-06-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-18 · Grant · Acquired 90,203 · Balance 90,203 F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F3: The stock option vested as to 25% of the underlying shares on August 1, 2024 and will vest thereafter in 36 substantially equal monthly installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.
F2: The stock option is fully vested and exercisable.
F3: The stock option vested as to 25% of the underlying shares on August 1, 2024 and will vest thereafter in 36 substantially equal monthly installments.
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 18, 2026 Filed Jun 23, 2026 23:21 UTC | Teamshares Inc TMS · Entity 5590 | GrantStock Option · Derivative | 90,203 | Not disclosed Strike: $7.01 | Not disclosed |
DisclosureSEC source: 0001193125-26-279960 · ownership.xml · derivative · entry 5 Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,203 Underlying: Common Stock · 90,203 shares Expires 2033-08-20 F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F3 · derivative.exercise_date: The stock option vested as to 25% of the underlying shares on August 1, 2024 and will vest thereafter in 36 substantially equal monthly installments. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 23:21 UTC | Teamshares Inc TMS · Entity 5590 | GrantStock Option · Derivative | 45,101 | Not disclosed Strike: $3.92 | Not disclosed |
DisclosureSEC source: 0001193125-26-279960 · ownership.xml · derivative · entry 4 Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,101 Underlying: Common Stock · 45,101 shares Expires 2032-01-13 F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F2 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 23:21 UTC | Teamshares Inc TMS · Entity 5590 | GrantStock Option · Derivative | 15,975 | Not disclosed Strike: $0.76 | Not disclosed |
DisclosureSEC source: 0001193125-26-279960 · ownership.xml · derivative · entry 3 Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,975 Underlying: Common Stock · 15,975 shares Expires 2031-05-31 F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F2 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 23:21 UTC | Teamshares Inc TMS · Entity 5590 | GrantStock Option · Derivative | 74,228 | Not disclosed Strike: $0.76 | Not disclosed |
DisclosureSEC source: 0001193125-26-279960 · ownership.xml · derivative · entry 2 Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,228 Underlying: Common Stock · 74,228 shares Expires 2031-05-31 F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement. F2 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 23:21 UTC | Teamshares Inc TMS · Entity 5590 | GrantCommon Stock | 13,587 | $9.20 | $125,000.40 |
DisclosureSEC source: 0001193125-26-279960 · ownership.xml · nonDerivative · entry 1 Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,587 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.