Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BATTERY METALS LTD.IBATF · Entity 7466 | Chief Financial Officer | June 02, 2026 | June 04, 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.
INTERNATIONAL BATTERY METALS LTD.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, no par valueSEC Table I · non-derivative | Direct | 252,708 |
Ending reported balance
After 2026-06-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-02 · Exercise / conversion · Acquired 450,000 · Balance 450,000 F1: The Restricted Share Units ("RSUs") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). Row 2 · 2026-06-02 · Sale · Disposed 197,292 · Balance 252,708 F2: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations incurred by the reporting person as a result of the shares received on June 2, 2026. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-02 · Exercise / conversion · Disposed 450,000 · Balance 0 F1: The Restricted Share Units ("RSUs") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). F3: Represents Restricted Share Units ("RSUs") granted on June 2, 2025, under International Battery Metals Ltd.'s (the "Issuer") Amended and Restated Restricted Share Unit Plan (as amended, the "Plan"), which vests in full on June 2, 2026. Each RSU represents a contingent right to receive one Common Share. |
| Performance Based Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 900,000 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 900,000 F4: The Performance Based Restricted Share Unit ("PBRSU") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). F5: Represents Performance Based Restricted Share Units ("PBRSUs") granted on June 2, 2025, under the Plan, which shall vest upon completion of and deployment of two additional Direct Lithium Extraction Plants, subject to the terms of the associated Restricted Share Unit Agreement. |
| Performance Based Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 1,937,036 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,937,036 F4: The Performance Based Restricted Share Unit ("PBRSU") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). F7: Represents Performance Based Restricted Share Units granted on February 4, 2026, of which, 50% shall vest upon the Issuer achieving an annualized EBITDA of $25 million and the remaining 50% shall vest upon the Issuer achieving an annualized EBITDA of $50 million. |
| Performance Based Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 1,076,131 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,076,131 F6: Represents Performance Based Restricted Share Units granted on February 4, 2026, which will vest in full 60 days following the Issuer's successful listing on a major stock exchange. F8: Represents Performance Based Restricted Share Units granted on February 4, 2026, of which, 50% shall vest upon the Issuer achieving a $750 million market capitalization over a 60 day volume weighted average trading price and the remaining 50% shall vest upon the Issuer achieving $1.5 billion market capitalization over a 60 day volume weighted average trading price. |
| Performance Based Restricted Shares UnitsSEC Table II · derivative / convertible security | Direct | 300,000 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 300,000 F4: The Performance Based Restricted Share Unit ("PBRSU") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). F6: Represents Performance Based Restricted Share Units granted on February 4, 2026, which will vest in full 60 days following the Issuer's successful listing on a major stock exchange. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Share Units ("RSUs") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer").
F2: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations incurred by the reporting person as a result of the shares received on June 2, 2026.
F3: Represents Restricted Share Units ("RSUs") granted on June 2, 2025, under International Battery Metals Ltd.'s (the "Issuer") Amended and Restated Restricted Share Unit Plan (as amended, the "Plan"), which vests in full on June 2, 2026. Each RSU represents a contingent right to receive one Common Share.
F4: The Performance Based Restricted Share Unit ("PBRSU") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer").
F5: Represents Performance Based Restricted Share Units ("PBRSUs") granted on June 2, 2025, under the Plan, which shall vest upon completion of and deployment of two additional Direct Lithium Extraction Plants, subject to the terms of the associated Restricted Share Unit Agreement.
F6: Represents Performance Based Restricted Share Units granted on February 4, 2026, which will vest in full 60 days following the Issuer's successful listing on a major stock exchange.
F7: Represents Performance Based Restricted Share Units granted on February 4, 2026, of which, 50% shall vest upon the Issuer achieving an annualized EBITDA of $25 million and the remaining 50% shall vest upon the Issuer achieving an annualized EBITDA of $50 million.
F8: Represents Performance Based Restricted Share Units granted on February 4, 2026, of which, 50% shall vest upon the Issuer achieving a $750 million market capitalization over a 60 day volume weighted average trading price and the remaining 50% shall vest upon the Issuer achieving $1.5 billion market capitalization over a 60 day volume weighted average trading price.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADDVANTAGE TECHNOLOGIES GROUP INC
Report date January 04, 2024 · Filed January 05, 2024
Section 16 reporting ended · disclosed 2024-01-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,285 |
Reported balance
After 2024-01-04 transaction · row 1
1 source rowRow 1 · 2024-01-04 · Other · Disposed 8,620 · Balance 9,285 F1: Shares were forfeited, not sold. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were forfeited, not sold.
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 02, 2026 Filed Jun 4, 2026 21:00 UTC | INTERNATIONAL BATTERY METALS LTD. IBATF · Entity 7466 | Exercise / conversionRestricted Share Units · Derivative | 450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-257668 · ownership.xml · derivative · entry 3 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, no par value · 450,000 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. F1 · derivative.exercise_price: The Restricted Share Units ("RSUs") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). F3 · derivative.exercise_date: Represents Restricted Share Units ("RSUs") granted on June 2, 2025, under International Battery Metals Ltd.'s (the "Issuer") Amended and Restated Restricted Share Unit Plan (as amended, the "Plan"), which vests in full on June 2, 2026. Each RSU represents a contingent right to receive one Common Share. F3 · derivative.expiration_date: Represents Restricted Share Units ("RSUs") granted on June 2, 2025, under International Battery Metals Ltd.'s (the "Issuer") Amended and Restated Restricted Share Unit Plan (as amended, the "Plan"), which vests in full on June 2, 2026. Each RSU represents a contingent right to receive one Common Share. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 21:00 UTC | INTERNATIONAL BATTERY METALS LTD. IBATF · Entity 7466 | SaleCommon Shares, no par value | 197,292 | $0.09 | $18,545.45 |
DisclosureSEC source: 0001193125-26-257668 · ownership.xml · nonDerivative · entry 2 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,708 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations incurred by the reporting person as a result of the shares received on June 2, 2026. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 21:00 UTC | INTERNATIONAL BATTERY METALS LTD. IBATF · Entity 7466 | Exercise / conversionCommon Shares, no par value | 450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-257668 · ownership.xml · nonDerivative · entry 1 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 450,000 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 · price: The Restricted Share Units ("RSUs") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). Read SEC document |
| February 04, 2026 Filed Feb 4, 2026 21:30 UTC | INTERNATIONAL BATTERY METALS LTD. IBATF · Entity 7466 | GrantPerformance Based Restricted Shares Units · Derivative | 1,076,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-037677 · ownership.xml · derivative · entry 5 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,076,131 Underlying: Common Stock, no par value · 1,076,131 shares Expires not disclosed F3 · derivative.exercise_price: The Performance Based Restricted Share Unit ("PBRSU") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). F7 · derivative.exercise_date: Represents Performance Based Restricted Share Units granted on February 4, 2026, of which, 50% shall vest upon the Issuer achieving a $750 million market capitalization over a 60 day volume weighted average trading price and the remaining 50% shall vest upon the Issuer achieving $1.5 billion market capitalization over a 60 day volume weighted average trading price. F7 · derivative.expiration_date: Represents Performance Based Restricted Share Units granted on February 4, 2026, of which, 50% shall vest upon the Issuer achieving a $750 million market capitalization over a 60 day volume weighted average trading price and the remaining 50% shall vest upon the Issuer achieving $1.5 billion market capitalization over a 60 day volume weighted average trading price. Read SEC document |
| February 04, 2026 Filed Feb 4, 2026 21:30 UTC | INTERNATIONAL BATTERY METALS LTD. IBATF · Entity 7466 | GrantPerformance Based Restricted Shares Units · Derivative | 1,937,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-037677 · ownership.xml · derivative · entry 4 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,937,036 Underlying: Common Stock, no par value · 1,937,036 shares Expires not disclosed F3 · derivative.exercise_price: The Performance Based Restricted Share Unit ("PBRSU") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). F6 · derivative.exercise_date: Represents Performance Based Restricted Share Units granted on February 4, 2026, of which, 50% shall vest upon the Issuer achieving an annualized EBITDA of $25 million and the remaining 50% shall vest upon the Issuer achieving an annualized EBITDA of $50 million. F6 · derivative.expiration_date: Represents Performance Based Restricted Share Units granted on February 4, 2026, of which, 50% shall vest upon the Issuer achieving an annualized EBITDA of $25 million and the remaining 50% shall vest upon the Issuer achieving an annualized EBITDA of $50 million. Read SEC document |
| February 04, 2026 Filed Feb 4, 2026 21:30 UTC | INTERNATIONAL BATTERY METALS LTD. IBATF · Entity 7466 | GrantPerformance Based Restricted Shares Units · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-037677 · ownership.xml · derivative · entry 3 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock, no par value · 300,000 shares Expires not disclosed F3 · derivative.exercise_price: The Performance Based Restricted Share Unit ("PBRSU") each represent a contingent right to receive one common share of International Battery Metals Ltd. (the "Issuer"). F5 · derivative.exercise_date: Represents Performance Based Restricted Share Units granted on February 4, 2026, which will vest in full 60 days following the Issuer's successful listing on a major stock exchange. F5 · derivative.expiration_date: Represents Performance Based Restricted Share Units granted on February 4, 2026, which will vest in full 60 days following the Issuer's successful listing on a major stock exchange. Read SEC document |
| January 04, 2024 Filed Jan 5, 2024 16:03 UTC | ADDVANTAGE TECHNOLOGIES GROUP INC AEY · Entity 95441 | OtherCommon Stock | 8,620 | $2.45 | $21,119.00 |
DisclosureSEC source: 0001628280-24-000652 · wk-form4_1704488597.xml · nonDerivative · entry 1 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,285 F1 · kind: Shares were forfeited, not sold. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 11:03 UTC | ADDVANTAGE TECHNOLOGIES GROUP INC AEY · Entity 95441 | GrantCommon Stock | 86,200 | $1.16 | $99,992.00 |
DisclosureSEC source: 0001628280-23-009108 · wf-form4_167967018985606.xml · nonDerivative · entry 1 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,057 F1 · shares: For the 86,200 shares acquired on 03/22/2023, the shares will vest annually over a two year period with the first installment vesting on 03/22/2024. Read SEC document |
| September 07, 2021 Filed Sep 16, 2021 16:08 UTC | ADDVANTAGE TECHNOLOGIES GROUP INC AEY · Entity 95441 | GrantCommon Stock | 17,857 | $2.52 | $44,999.64 |
DisclosureSEC source: 0001628280-21-018761 · wf-form4_163182288912248.xml · nonDerivative · entry 2 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,857 F2 · security: For the 17,857 shares acquired on 9/7/2021, there is a one year vesting period. Read SEC document |
| September 07, 2021 Filed Sep 16, 2021 16:08 UTC | ADDVANTAGE TECHNOLOGIES GROUP INC AEY · Entity 95441 | GrantCommon Stock | 75,000 | $2.52 | $189,000.00 |
DisclosureSEC source: 0001628280-21-018761 · wf-form4_163182288912248.xml · nonDerivative · entry 1 RUTLEDGE MICHAEL A · CIK 0001335852 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 F1 · security: For the 75,000 shares acquired on 9/7/2021, the shares will vest annually over a two year period with the first installment vesting on 9/7/2022. 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.