Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CitroTech Inc.CITR · Entity 6600 | Director · 10% owner | May 28, 2026 | June 02, 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.
CitroTech Inc.
Report date May 28, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001SEC Table I · non-derivative | Direct | 215,703 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Conversion · Acquired 44,447 · Balance 215,703 F1: Each share of Series C Convertible Preferred Stock is convertible at any time at the option of the holder into 3.3333 shares of Common Stock. The Series C Convertible Preferred Stock has no expiration date. |
| Common Stock, par value $0.0001SEC Table I · non-derivative | IndirectBy virtue of sole member of TC Special Investments LLC | 1,574,328 |
Last balance in matching sequence
After 2026-05-29 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2026-05-29 · Gift · Disposed 105,000 · Balance 2,174,328 F2: These shares are held by TC Special Investments LLC, of which the reporting person is the sole member, and the reporting person has voting and dispositive control over these shares. Row 3 · 2026-05-29 · Other · Disposed 600,000 · Balance 1,574,328 F3: The shares reported in this transaction were disposed of pursuant to the terms of a settlement agreement resolving litigation, at a price of $0.28 per share. F2: These shares are held by TC Special Investments LLC, of which the reporting person is the sole member, and the reporting person has voting and dispositive control over these shares. |
| Series A Preferred Stock, par value $0.0001SEC Table I · non-derivative | IndirectBy virtue of sole member of TC Special Investments LLC | 0 |
Reported balance
After 2026-05-28 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-05-28 · Disposition to issuer · Disposed 1,364,141 · Balance 0 F4: On May 28, 2026, the Issuer and TC Special Investments LLC entered into a Stock Exchange and Stockholder Agreement (the "TCSI Exchange Agreement"), pursuant to which the Issuer reacquired 1,364,141 shares of Series A Preferred Stock from TC Special Investments LLC. Under the TCSI Exchange Agreement, the Issuer agreed to issue 467,012 shares of Series C Convertible Preferred Stock to TC Special Investments LLC on the date that is 18 months after closing, or earlier in connection with a change of control of the Issuer (which, as defined in the TCSI Exchange Agreement, includes the appointment of Theodore S. Ralston to the Issuer's board of directors). F2: These shares are held by TC Special Investments LLC, of which the reporting person is the sole member, and the reporting person has voting and dispositive control over these shares. |
| Series C Convertible Preferred Stock, par value $0.0001SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-29 · Conversion · Disposed 13,334 · Balance 0 F1: Each share of Series C Convertible Preferred Stock is convertible at any time at the option of the holder into 3.3333 shares of Common Stock. The Series C Convertible Preferred Stock has no expiration date. |
| Common Stock, par value $0.0001SEC Table I · non-derivative | IndirectBy spouse | 390,604 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 390,604 |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Series C Convertible Preferred Stock is convertible at any time at the option of the holder into 3.3333 shares of Common Stock. The Series C Convertible Preferred Stock has no expiration date.
F2: These shares are held by TC Special Investments LLC, of which the reporting person is the sole member, and the reporting person has voting and dispositive control over these shares.
F3: The shares reported in this transaction were disposed of pursuant to the terms of a settlement agreement resolving litigation, at a price of $0.28 per share.
F4: On May 28, 2026, the Issuer and TC Special Investments LLC entered into a Stock Exchange and Stockholder Agreement (the "TCSI Exchange Agreement"), pursuant to which the Issuer reacquired 1,364,141 shares of Series A Preferred Stock from TC Special Investments LLC. Under the TCSI Exchange Agreement, the Issuer agreed to issue 467,012 shares of Series C Convertible Preferred Stock to TC Special Investments LLC on the date that is 18 months after closing, or earlier in connection with a change of control of the Issuer (which, as defined in the TCSI Exchange Agreement, includes the appointment of Theodore S. Ralston to the Issuer's board of directors).
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 |
|---|---|---|---|---|---|---|
| April 02, 2024 Filed Feb 18, 2026 02:01 UTC | CitroTech Inc. CITR · Entity 6600 | PurchaseCommon Stock, par value $0.0001 | 417 | $4.50 | $1,876.50 |
DisclosureSEC source: 0001683168-26-001122 · ownership.xml · nonDerivative · entry 2 Ralston Theodore · CIK 0001011076 · 10% owner · SEE REMARKS BELOW 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 333,697 F2 · shares: All amounts and prices in this Form 5 have been adjusted to reflect the 1-for-6 reverse stock split of the issuer's Series A Preferred Stock and Common Stock which was effective on August 28, 2025. F2 · price: All amounts and prices in this Form 5 have been adjusted to reflect the 1-for-6 reverse stock split of the issuer's Series A Preferred Stock and Common Stock which was effective on August 28, 2025. F1 · balance_after: Reflects the amount of securities beneficially owned following the reported transaction. F2 · balance_after: All amounts and prices in this Form 5 have been adjusted to reflect the 1-for-6 reverse stock split of the issuer's Series A Preferred Stock and Common Stock which was effective on August 28, 2025. F3 · ownership.direct: These shares were held by the reporting person's spouse, Janis Ralston. Read SEC document |
| April 01, 2024 Filed Feb 18, 2026 02:01 UTC | CitroTech Inc. CITR · Entity 6600 | PurchaseCommon Stock, par value $0.0001 | 333 | $4.50 | $1,498.50 |
DisclosureSEC source: 0001683168-26-001122 · ownership.xml · nonDerivative · entry 1 Ralston Theodore · CIK 0001011076 · 10% owner · SEE REMARKS BELOW 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 333,280 F2 · shares: All amounts and prices in this Form 5 have been adjusted to reflect the 1-for-6 reverse stock split of the issuer's Series A Preferred Stock and Common Stock which was effective on August 28, 2025. F2 · price: All amounts and prices in this Form 5 have been adjusted to reflect the 1-for-6 reverse stock split of the issuer's Series A Preferred Stock and Common Stock which was effective on August 28, 2025. F1 · balance_after: Reflects the amount of securities beneficially owned following the reported transaction. F2 · balance_after: All amounts and prices in this Form 5 have been adjusted to reflect the 1-for-6 reverse stock split of the issuer's Series A Preferred Stock and Common Stock which was effective on August 28, 2025. F3 · ownership.direct: These shares were held by the reporting person's spouse, Janis Ralston. 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.