Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMAZE HOLDINGS, INC.VINE · Entity 8599 | Director | April 01, 2023 | April 04, 2023 |
| Amergent Hospitality Group Inc.AMHG · Entity 113007 | Director · CEO | April 24, 2023 | May 30, 2023 |
| Forward Industries, Inc.FWDI · Entity 5540 | Director · Chief Executive Officer | May 19, 2026 | May 19, 2026 |
| IMAC Holdings, Inc.BACK · Entity 81795 | Director | December 31, 2024 | January 02, 2025 |
| INTEGRAL TECHNOLOGIES INCITKG · Entity 42923 | Director | May 20, 2026 | June 01, 2026 |
| Sonnet BioTherapeutics Holdings, Inc.BURG · Entity 72220 | Director · CEO, Chairman | January 31, 2020 | March 24, 2020 |
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.
AMAZE HOLDINGS, INC.
Report date April 01, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
After 2023-04-01 transaction · row 1
1 source rowRow 1 · 2023-04-01 · Grant · Acquired 20,000 · Balance 30,000 F1: Represents a restricted stock grant with transfer and forfeiture restrictions on the shares that lapse as follows: 5,000 shares on April 1, 2023 (date of grant), 5,000 shares on July 1, 2023, 5,000 shares on October 1, 2023 and 5,000 shares on January 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock grant with transfer and forfeiture restrictions on the shares that lapse as follows: 5,000 shares on April 1, 2023 (date of grant), 5,000 shares on July 1, 2023, 5,000 shares on October 1, 2023 and 5,000 shares on January 1, 2024.
Amergent Hospitality Group Inc.
Report date April 24, 2023 · Filed May 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| ISOSEC Table II · derivative / convertible security · Conversion / exercise price $0.60 · Expires 2033-04-24 | Direct | 1 |
Reported balance
After 2023-04-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-04-24 · Grant · Acquired 1 · Balance 1 F1: Incentive stock option grant under the Issuer's 2021 Equity Incentive Plan for services. |
| ISOSEC Table II · derivative / convertible security · Conversion / exercise price $1.00 · Expires 2033-04-24 | Direct | 1 |
Reported balance
After 2023-04-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-24 · Grant · Acquired 1 · Balance 1 F1: Incentive stock option grant under the Issuer's 2021 Equity Incentive Plan for services. |
| ISOSEC Table II · derivative / convertible security · Conversion / exercise price $1.60 · Expires 2033-04-24 | Direct | 1 |
Reported balance
After 2023-04-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-04-24 · Grant · Acquired 1 · Balance 1 F1: Incentive stock option grant under the Issuer's 2021 Equity Incentive Plan for services. |
Filing footnotes · ownership attribution and instrument terms
F1: Incentive stock option grant under the Issuer's 2021 Equity Incentive Plan for services.
Forward Industries, Inc.
Report date May 19, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,500 |
Reported balance
After 2026-05-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-19 · Purchase · Acquired 500 · Balance 1,500 F1: The shares were purchased through the Reporting Person's IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were purchased through the Reporting Person's IRA.
IMAC Holdings, Inc.
Report date December 31, 2024 · Filed January 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 12,141 |
Reported balance
After 2024-12-31 transaction · row 1
1 source rowRow 1 · 2024-12-31 · Grant · Acquired 3,333 · Balance 12,141 F1: The Reporting Person received shares of common stock granted under the Issuer's 2018 Incentive Compensation Plan constituting annual board compensation with respect Reporting Person's service as a director during 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received shares of common stock granted under the Issuer's 2018 Incentive Compensation Plan constituting annual board compensation with respect Reporting Person's service as a director during 2024.
INTEGRAL TECHNOLOGIES INC
Report date May 20, 2026 · Filed June 01, 2026
This filing explicitly reported no securities owned.
Sonnet BioTherapeutics Holdings, Inc.
Report date January 31, 2020 · Filed March 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 10,429 |
Reported balance
After 2020-03-23 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-23 · Purchase · Acquired 5,000 · Balance 10,429 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 10,223 |
Reported balance
After 2020-01-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-01-31 · Purchase · Acquired 206 · Balance 10,223 F1: Dividend on Series 1 Preferred Stock |
| Common StockSEC Table I · non-derivative | IndirectBy Avenel Financial Group, Inc. | 35,462 |
Reported balance
After 2020-03-23 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-03-23 · Purchase · Acquired 2,000 · Balance 35,462 |
| Common StockSEC Table I · non-derivative | Direct | 17,256 |
Reported balance
Holding disclosure · report date 2020-01-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 17,256 |
| Series 1 Preferred StockSEC Table I · non-derivative | IndirectBy IRA | 340 |
Reported balance
Holding disclosure · report date 2020-01-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 340 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend on Series 1 Preferred Stock
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 |
|---|---|---|---|---|---|---|
| September 15, 2016 Filed Sep 16, 2016 11:10 UTC | Sonnet BioTherapeutics Holdings, Inc. HOTR · Entity 72220 | PurchaseCommon Stock | 800 | $0.58 | $467.20 |
DisclosureSEC source: 0001493152-16-013388 · form4.xml · nonDerivative · entry 1 Pruitt Michael D · CIK 0001124144 · Director · CEO, Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,800 Read SEC document |
| September 07, 2016 Filed Sep 7, 2016 16:04 UTC | Sonnet BioTherapeutics Holdings, Inc. HOTR · Entity 72220 | PurchaseCommon Stock | 500 | $0.41 | $204.90 |
DisclosureSEC source: 0001493152-16-013159 · form4.xml · nonDerivative · entry 1 Pruitt Michael D · CIK 0001124144 · Director · CEO, Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,000 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.