Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EquipmentShare.com IncEQPT · Entity 1901 | Director | May 15, 2026 | May 15, 2026 |
| LifeMD, Inc.LFMD · Entity 6521 | Director · Consultant | April 04, 2024 | April 05, 2024 |
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.
EquipmentShare.com Inc
Report date May 15, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 312,000 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Purchase · Acquired 10,000 · Balance 312,000 F1: This reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $24.17 to $24.33 per share. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: This reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $24.17 to $24.33 per share. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
LifeMD, Inc.
Report date April 04, 2024 · Filed April 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 488,599 |
Reported balance
After 2024-04-04 transaction · row 1
1 source rowRow 1 · 2024-04-04 · Other · Acquired 500 · Balance 488,599 |
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 15, 2026 Filed May 15, 2026 20:30 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | PurchaseClass A Common Stock | 10,000 | $24.22 | $242,200.00 |
DisclosureSEC source: 0000950103-26-007285 · ownership.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,000 F1 · price: This reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $24.17 to $24.33 per share. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:43 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | OtherClass A Common Stock | 302,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-26-001014 · dp240399_4-bhatia.xml · nonDerivative · entry 2 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,000 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:43 UTC | EquipmentShare.com Inc EQPT · Entity 1901 | OtherCommon Stock | 302,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-26-001014 · dp240399_4-bhatia.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 14:46 UTC | LifeMD, Inc. LFMD · Entity 6521 | OtherCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-013270 · ownership.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director · Consultant 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488,599 Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 15:22 UTC | LifeMD, Inc. LFMD · Entity 6521 | OtherCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001362118-24-000007 · primary_doc.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director · Consultant 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488,099 Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 14:36 UTC | LifeMD, Inc. LFMD · Entity 6521 | GrantCommon Stock | 225,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001362118-23-000043 · primary_doc.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director · Consultant 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 487,349 F1 · shares: The shares vest in four equal installments with 1/4 at the time of grant and the remaining installments at the six month, twelve month and eighteen month anniversaries of the date of grant. Read SEC document |
| May 18, 2022 Filed May 19, 2022 15:57 UTC | LifeMD, Inc. LFMD · Entity 6521 | PurchaseCommon Stock | 50,000 | $2.14 | $106,800.00 |
DisclosureSEC source: 0001362118-22-000048 · primary_doc.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,349 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.11 to $2.18, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth above. Read SEC document |
| December 01, 2021 Filed Dec 1, 2021 19:07 UTC | LifeMD, Inc. LFMD · Entity 6521 | PurchaseCommon Stock, par value $0.01 | 50,000 | $4.26 | $213,165.00 |
DisclosureSEC source: 0001362118-21-000050 · primary_doc.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,349 Read SEC document |
| November 30, 2021 Filed Nov 30, 2021 19:43 UTC | LifeMD, Inc. LFMD · Entity 6521 | PurchaseCommon Stock, par value $0.01 | 50,000 | $3.88 | $193,800.00 |
DisclosureSEC source: 0001362118-21-000048 · primary_doc.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,349 F1 · price: The price reported is a weighted average price. Read SEC document |
| September 15, 2021 Filed Sep 20, 2021 18:29 UTC | LifeMD, Inc. LFMD · Entity 6521 | OtherWarrant (Right to Buy) · Derivative | 96,349 | $0.00 Strike: $1.75 | $0.00 |
DisclosureSEC source: 0000899243-21-036569 · doc4.xml · derivative · entry 5 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,349 shares Expires 2022-01-12 Read SEC document |
| September 15, 2021 Filed Sep 20, 2021 18:29 UTC | LifeMD, Inc. LFMD · Entity 6521 | GiftWarrant (Right to Buy) · Derivative | 96,349 | $0.00 Strike: $1.75 | $0.00 |
DisclosureSEC source: 0000899243-21-036569 · doc4.xml · derivative · entry 4 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,349 Underlying: Common Stock · 96,349 shares Expires 2022-01-12 Read SEC document |
| September 15, 2021 Filed Sep 20, 2021 18:29 UTC | LifeMD, Inc. LFMD · Entity 6521 | OtherCommon Stock | 96,349 | $1.75 | $168,610.75 |
DisclosureSEC source: 0000899243-21-036569 · doc4.xml · nonDerivative · entry 1 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,349 Read SEC document |
| September 08, 2021 Filed Sep 20, 2021 18:29 UTC | LifeMD, Inc. LFMD · Entity 6521 | GrantRestricted Stock Unit · Derivative | 8,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-036569 · doc4.xml · derivative · entry 3 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires not disclosed F1 · derivative.exercise_date: Pursuant to the Company's 2020 Equity and Incentive Plan, as amended, the Director received a one-time grant of 8,000 Restricted Stock Units ("RSUs"), vesting quarterly with 25% vesting on September 30, 2021 and the remaining vesting ratably on December 31, 2021, March 31, 2022 and on the earlier of the annual stockholders' meeting or June 30, 2022. The RSUs represent a contingent right to receive one share of Common Stock for each RSU. F1 · derivative.expiration_date: Pursuant to the Company's 2020 Equity and Incentive Plan, as amended, the Director received a one-time grant of 8,000 Restricted Stock Units ("RSUs"), vesting quarterly with 25% vesting on September 30, 2021 and the remaining vesting ratably on December 31, 2021, March 31, 2022 and on the earlier of the annual stockholders' meeting or June 30, 2022. The RSUs represent a contingent right to receive one share of Common Stock for each RSU. Read SEC document |
| September 08, 2021 Filed Sep 20, 2021 18:29 UTC | LifeMD, Inc. LFMD · Entity 6521 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $7.07 | $0.00 |
DisclosureSEC source: 0000899243-21-036569 · doc4.xml · derivative · entry 2 BHATIA NAVEEN · CIK 0001452171 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2021-09-08 F2 · security: Mr. Bhatia received an option to purchase 100,000 shares of Common Stock, at an exercise price of $7.07 per share, as compensation for services to be provided pursuant to a Consulting Agreement dated September 8, 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.