Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Celsius Holdings, Inc.CELH · Entity 3658 | Director | March 01, 2024 | March 05, 2024 |
| GP-Act III Acquisition Corp.GPAT · Entity 6395 | Director | May 08, 2024 | May 09, 2024 |
| Zevia PBCZVIA · Entity 6762 | Director · President & CEO | June 15, 2026 | June 17, 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.
Celsius Holdings, Inc.
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par value per shareSEC Table I · non-derivative | Direct | 48,991 |
Reported balance
After 2024-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-01 · Grant · Acquired 1,576 · Balance 48,991 F1: Consists of restricted stock units ("RSUs"), with each RSU providing for the right to receive one share of common stock, par value $0.001 per share, of Celsius Holdings, Inc. The RSUs vest on the first anniversary of the grant date. |
| Common Stock, $0.001 par value per shareSEC Table I · non-derivative | Direct | 25,991 |
Reported balance
After 2024-03-04 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-03-04 · Sale · Disposed 23,000 · Balance 25,991 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs"), with each RSU providing for the right to receive one share of common stock, par value $0.001 per share, of Celsius Holdings, Inc. The RSUs vest on the first anniversary of the grant date.
GP-Act III Acquisition Corp.
Report date May 08, 2024 · Filed May 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-05-08 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-278825) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-278825) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date.
Zevia PBC
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,214,410 |
Reported balance
After 2026-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 1,013,133 · Balance 1,214,410 F1: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan") in connection with the Reporting Person's appointment as Chief Executive Officer, effective June 15, 2026. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of June 15, 2026, and are settled within 30 days following each vesting date. F2: Includes 1,085,597 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 72,464 RSUs vest on the earlier to occur of (i) June 10, 2027, or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such vesting date.1,013,133 RSUs begin vesting in 1/4 increments on each anniversary of June 15, 2026, and will be settled within 30 days following each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan") in connection with the Reporting Person's appointment as Chief Executive Officer, effective June 15, 2026. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of June 15, 2026, and are settled within 30 days following each vesting date.
F2: Includes 1,085,597 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 72,464 RSUs vest on the earlier to occur of (i) June 10, 2027, or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such vesting date.1,013,133 RSUs begin vesting in 1/4 increments on each anniversary of June 15, 2026, and will be settled within 30 days following each vesting date.
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 15, 2026 Filed Jun 17, 2026 21:22 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 1,013,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001847944-26-000004 · form4-06172026_090612.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,214,410 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan (the "2021 Plan") in connection with the Reporting Person's appointment as Chief Executive Officer, effective June 15, 2026. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest in 1/4 increments on each anniversary of June 15, 2026, and are settled within 30 days following each vesting date. F2 · balance_after: Includes 1,085,597 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 72,464 RSUs vest on the earlier to occur of (i) June 10, 2027, or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such vesting date.1,013,133 RSUs begin vesting in 1/4 increments on each anniversary of June 15, 2026, and will be settled within 30 days following each vesting date. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 22:51 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 72,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001847944-26-000002 · form4-06122026_100654.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,277 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the earlier to occur of (i) June 10, 2027 or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such vesting date. F2 · balance_after: Includes 72,464 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 72,464 RSUs vest on the earlier to occur of (i) June 10, 2027, or (ii) the Issuer's 2027 annual meeting of stockholders and are settled within 30 days following such vesting date. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 23:45 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 34,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017438 · form4-06162025_110602.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,813 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the earlier to occur of (i) June 12, 2026 or (ii) the Issuer's 2026 annual meeting of stockholders and are settled within 30 days following such vesting date. F2 · balance_after: Includes 34,722 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 34,722 RSUs vest on the earlier to occur of (i) June 12, 2026 or (ii) the Issuer's 2026 annual meeting of stockholders and are settled within 30 days following such vesting date Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 23:17 UTC | Zevia PBC ZVIA · Entity 6762 | PurchaseClass A Common Stock | 10,000 | $0.98 | $9,842.00 |
DisclosureSEC source: 0001415889-24-022815 · form4-09042024_090901.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,091 F1 · balance_after: Includes 84,091 restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 84,091 RSUs vest on the earlier to occur of (i) August 20, 2024 or (ii) the Issuer's 2024 annual meeting of stockholders and are settled within 30 days following such vesting date. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 20:05 UTC | Zevia PBC ZVIA · Entity 6762 | GrantClass A Common Stock | 84,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021997 · form4-08222024_040801.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,091 F1 · shares: Represents restricted stock units ("RSUs") granted under the Zevia PBC 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest on the earlier to occur of (i) August 20, 2024 or (ii) the Issuer's 2024 annual meeting of stockholders and are settled within 30 days following such vesting date. F2 · balance_after: Includes 84,091 RSUs. Each RSU represents the right to receive one share of Class A Common Stock of the Issuer. 84,091 RSUs vest on the earlier to occur of (i) August 20, 2024 or (ii) the Issuer's 2024 annual meeting of stockholders and are settled within 30 days following such vesting date. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 18:04 UTC | Celsius Holdings, Inc. CELH · Entity 3658 | SaleCommon Stock, $0.001 par value per share | 23,000 | $83.17 | $1,912,910.00 |
DisclosureSEC source: 0001628280-24-009098 · wk-form4_1709679835.xml · nonDerivative · entry 2 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,991 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:04 UTC | Celsius Holdings, Inc. CELH · Entity 3658 | GrantCommon Stock, $0.001 par value per share | 1,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-009098 · wk-form4_1709679835.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,991 F1 · security: Consists of restricted stock units ("RSUs"), with each RSU providing for the right to receive one share of common stock, par value $0.001 per share, of Celsius Holdings, Inc. The RSUs vest on the first anniversary of the grant date. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 17:31 UTC | Celsius Holdings, Inc. CELH · Entity 3658 | SaleCommon Stock | 4,000 | $175.25 | $701,000.00 |
DisclosureSEC source: 0001628280-23-029455 · wk-form4_1692048672.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,805 Read SEC document |
| January 01, 2023 Filed Jan 6, 2023 16:35 UTC | Celsius Holdings, Inc. CELH · Entity 3658 | GrantCommon Stock | 1,105 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829126-23-000575 · ownership.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 F1 · price: The reporting person was granted 1,105 RSUs for shares of common stock to be issued under the Issuer's 2015 Stock Incentive Plan. The RSUs shall vest on January 1, 2024. Read SEC document |
| January 01, 2022 Filed Feb 22, 2023 19:53 UTC | Celsius Holdings, Inc. CELH · Entity 3658 | GrantCommon Stock | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829126-23-001636 · ownership.xml · nonDerivative · entry 2 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,805 F2 · price: The reporting person was granted 2,200 RSUs, all of which vest on January 1, 2023. F2 · balance_after: The reporting person was granted 2,200 RSUs, all of which vest on January 1, 2023. Read SEC document |
| April 22, 2021 Filed Feb 22, 2023 19:53 UTC | Celsius Holdings, Inc. CELH · Entity 3658 | GrantCommon Stock | 16,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001829126-23-001636 · ownership.xml · nonDerivative · entry 1 Ruberti Alexandre · CIK 0001847944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,605 F1 · price: The reporting person was granted 16,500 restricted stock units ("RSUs"), [which vest in equal installments over a three year period from the date of grant]. 5,500 of these shares were reported on the reporting person's Form 3 filed on July 7, 2021. F1 · balance_after: The reporting person was granted 16,500 restricted stock units ("RSUs"), [which vest in equal installments over a three year period from the date of grant]. 5,500 of these shares were reported on the reporting person's Form 3 filed on July 7, 2021. 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.