Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health In Tech, Inc.HIT · Entity 7078 | Chief Strategy Officer | May 20, 2026 | May 22, 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.
Health In Tech, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 143,539 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 50,000 · Balance 143,539 F1: Represents restricted shares of Class A Common Stock granted pursuant to the Health In Tech Equity Incentive Plan which shall be automatically forfeited without consideration unless certain performance-based milestones are achieved. 20,000 shares shall vest in equal monthly installments over 12 months, commencing on or before July 1, 2026, if the first milestone is achieved by such date. The remaining 30,000 shares shall vest in equal monthly installments over 12 months, commencing on or before August 15, 2026, if the second milestone is achieved by such date. F2: Includes 78,985 unrestricted shares of Class A Common Stock and 64,554 restricted shares of Class A Common Stock. Excludes 165,085 options to purchase shares of Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares of Class A Common Stock granted pursuant to the Health In Tech Equity Incentive Plan which shall be automatically forfeited without consideration unless certain performance-based milestones are achieved. 20,000 shares shall vest in equal monthly installments over 12 months, commencing on or before July 1, 2026, if the first milestone is achieved by such date. The remaining 30,000 shares shall vest in equal monthly installments over 12 months, commencing on or before August 15, 2026, if the second milestone is achieved by such date.
F2: Includes 78,985 unrestricted shares of Class A Common Stock and 64,554 restricted shares of Class A Common Stock. Excludes 165,085 options to purchase shares of Class A Common 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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 20:38 UTC | Health In Tech, Inc. HIT · Entity 7078 | GrantClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-060621 · ownership.xml · nonDerivative · entry 1 Lockett Jonathan Del · CIK 0001994792 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,539 F1 · shares: Represents restricted shares of Class A Common Stock granted pursuant to the Health In Tech Equity Incentive Plan which shall be automatically forfeited without consideration unless certain performance-based milestones are achieved. 20,000 shares shall vest in equal monthly installments over 12 months, commencing on or before July 1, 2026, if the first milestone is achieved by such date. The remaining 30,000 shares shall vest in equal monthly installments over 12 months, commencing on or before August 15, 2026, if the second milestone is achieved by such date. F2 · balance_after: Includes 78,985 unrestricted shares of Class A Common Stock and 64,554 restricted shares of Class A Common Stock. Excludes 165,085 options to purchase shares of Class A Common Stock. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 23:00 UTC | Health In Tech, Inc. HIT · Entity 7078 | GrantClass A Common Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-078628 · ownership.xml · nonDerivative · entry 1 Lockett Jonathan Del · CIK 0001994792 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,539 F1 · shares: Represent restricted shares of Class A Common Stock granted to the reporting person pursuant to the Health in Tech Equity Incentive Plan. Fifty percent (50%) of the shares of restricted stock granted to the reporting person shall vest in equal monthly installments over a twelve (12) month period commencing on the date that the first of two specified programs being developed by the Company is successfully launched and fully operational in the marketplace, and the remaining fifty percent (50%) shall vest in equal monthly installments over a twelve (12) month period commencing on the date that the other specified program being developed by the Company is successfully launched and fully operational in the marketplace. F2 · balance_after: Includes 71,434 shares of Class A Common Stock and 22,105 shares of restricted stock. Excludes 165,085 options to purchase shares of Class A Common Stock. 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.