Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CitroTech Inc.CITR · Entity 6600 | General Counsel | April 21, 2026 | April 24, 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 April 21, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | IndirectSee footnote | 166,667 |
Reported balance
After 2026-04-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-21 · Conversion · Acquired 166,667 · Balance 166,667 F1: These shares are held directly by the NewShell Family Trust (the "Trust"), a family trust of which the reporting person's spouse is a trustee and beneficiary. The reporting person disclaims beneficial ownership of the securities held by the Trust, except to the extent of his pecuniary interest therein. |
| Series C Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2026-04-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-21 · Conversion · Disposed 50,000 · Balance 0 F2: 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. F1: These shares are held directly by the NewShell Family Trust (the "Trust"), a family trust of which the reporting person's spouse is a trustee and beneficiary. The reporting person disclaims beneficial ownership of the securities held by the Trust, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held directly by the NewShell Family Trust (the "Trust"), a family trust of which the reporting person's spouse is a trustee and beneficiary. The reporting person disclaims beneficial ownership of the securities held by the Trust, except to the extent of his pecuniary interest therein.
F2: 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.
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 21, 2026 Filed Apr 24, 2026 20:56 UTC | CitroTech Inc. CITR · Entity 6600 | ConversionSeries C Convertible Preferred Stock · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-003200 · ownership.xml · derivative · entry 2 Newton Anthony F · CIK 0002112278 · General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common · 166,667 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. F2 · derivative.exercise_price: 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 · derivative.exercise_date: 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 · derivative.expiration_date: 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. F1 · ownership.nature: These shares are held directly by the NewShell Family Trust (the "Trust"), a family trust of which the reporting person's spouse is a trustee and beneficiary. The reporting person disclaims beneficial ownership of the securities held by the Trust, except to the extent of his pecuniary interest therein. Read SEC document |
| April 21, 2026 Filed Apr 24, 2026 20:56 UTC | CitroTech Inc. CITR · Entity 6600 | ConversionCommon | 166,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-003200 · ownership.xml · nonDerivative · entry 1 Newton Anthony F · CIK 0002112278 · General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 166,667 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 · ownership.nature: These shares are held directly by the NewShell Family Trust (the "Trust"), a family trust of which the reporting person's spouse is a trustee and beneficiary. The reporting person disclaims beneficial ownership of the securities held by the Trust, except to the extent of his pecuniary interest therein. Read SEC document |
| April 01, 2025 Filed Mar 18, 2026 12:13 UTC | CitroTech Inc. CITR · Entity 6600 | PurchaseSeries C Convertible Preferred Stock · Derivative | 25,000 | $22.00 | $550,000.00 |
DisclosureSEC source: 0001683168-26-001949 · ownership.xml · derivative · entry 1 Newton Anthony F · CIK 0002112278 · General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 50,000 Underlying: Common Stock · 83,333 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration date. F1 · derivative.exercise_date: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration date. F1 · derivative.expiration_date: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration date. F2 · ownership.nature: These shares are held directly by the Newshell Family Trust (the "Trust"), a family trust of which the reporting person's spouse is a trustee and beneficiary. The reporting person disclaims beneficial ownership of the securities held by the Trust, except to the extent of his pecuniary interest therein. 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.