Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Coda Octopus Group, Inc.
Report date March 11, 2026 · Filed April 20, 2026
Section 16 reporting ended · disclosed 2026-04-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectEmerson 1993 Family Trust | 113,250 |
Reported balance
After 2026-03-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-11 · Gift · Disposed 100,000 · Balance 113,250 |
| Common StockSEC Table I · non-derivative | IndirectEmerson 1993 Family Trust | 33,996 |
Reported balance
After 2026-03-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-03-11 · Sale · Disposed 79,254 · Balance 33,996 |
| Common StockSEC Table I · non-derivative | IndirectEmerson Partners | 309,928 |
Reported balance
After 2026-03-11 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-03-11 · Sale · Disposed 1,000 · Balance 309,928 |
| Common StockSEC Table I · non-derivative | IndirectJill Meadows IRA | 5,286 |
Reported balance
After 2026-03-11 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2026-03-11 · Sale · Disposed 3,000 · Balance 5,286 |
| Common StockSEC Table I · non-derivative | IndirectAlleghany Meadows IRA | 5,286 |
Reported balance
After 2026-03-11 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2026-03-11 · Sale · Disposed 3,000 · Balance 5,286 |
| Common StockSEC Table I · non-derivative | IndirectSteven Emerson IRA R/O II | 217,081 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 217,081 |
| Common StockSEC Table I · non-derivative | IndirectJ. Steven Emerson Roth IRA | 350,000 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 350,000 |
| Common StockSEC Table I · non-derivative | IndirectBrian Emerson IRA | 49,328 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 49,328 |
| Common StockSEC Table I · non-derivative | IndirectEmerson Family Foundation | 144,073 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 144,073 |
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 |
|---|---|---|---|---|---|---|
| March 11, 2026 Filed Apr 20, 2026 20:56 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 3,000 | $14.45 | $43,350.00 |
DisclosureSEC source: 0001493152-26-018114 · ownership.xml · nonDerivative · entry 8 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Alleghany Meadows IRA Disclosed balance after: 5,286 Read SEC document |
| March 11, 2026 Filed Apr 20, 2026 20:56 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 3,000 | $14.45 | $43,350.00 |
DisclosureSEC source: 0001493152-26-018114 · ownership.xml · nonDerivative · entry 7 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Jill Meadows IRA Disclosed balance after: 5,286 Read SEC document |
| March 11, 2026 Filed Apr 20, 2026 20:56 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 1,000 | $14.45 | $14,450.00 |
DisclosureSEC source: 0001493152-26-018114 · ownership.xml · nonDerivative · entry 6 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Emerson Partners Disclosed balance after: 309,928 Read SEC document |
| March 11, 2026 Filed Apr 20, 2026 20:56 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 79,254 | $14.99 | $1,188,017.46 |
DisclosureSEC source: 0001493152-26-018114 · ownership.xml · nonDerivative · entry 2 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Emerson 1993 Family Trust Disclosed balance after: 33,996 Read SEC document |
| March 11, 2026 Filed Apr 20, 2026 20:56 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-018114 · ownership.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Emerson 1993 Family Trust Disclosed balance after: 113,250 Read SEC document |
| September 27, 2023 Filed Sep 29, 2023 10:09 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | PurchaseCommon Stock | 50,000 | $6.03 | $301,470.00 |
DisclosureSEC source: 0001493152-23-034731 · ownership.xml · nonDerivative · entry 3 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · J. Steven Emerson Roth IRA Disclosed balance after: 350,000 Read SEC document |
| September 27, 2023 Filed Sep 29, 2023 10:09 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | PurchaseCommon Stock | 50,000 | $6.03 | $301,470.00 |
DisclosureSEC source: 0001493152-23-034731 · ownership.xml · nonDerivative · entry 2 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Steven Emerson IRA R/O II Disclosed balance after: 217,081 Read SEC document |
| September 27, 2023 Filed Sep 29, 2023 10:09 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | PurchaseCommon Stock | 50,000 | $6.03 | $301,470.00 |
DisclosureSEC source: 0001493152-23-034731 · ownership.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Emerson 1993 Family Trust Disclosed balance after: 230,250 Read SEC document |
| September 27, 2023 Filed Dec 9, 2024 21:31 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | GiftCommon Stock | 17,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-049283 · ownership.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Emerson 1993 Family Trust Disclosed balance after: 213,250 Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 20:08 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-032267 · ownership.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Emerson 1993 Family Trust Disclosed balance after: 180,250 Read SEC document |
| May 15, 2019 Filed May 20, 2019 19:12 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 5,714 | $147,207.00 | $841,140,798.00 |
DisclosureSEC source: 0001493152-19-007849 · ownership.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,026 Read SEC document |
| May 14, 2019 Filed May 20, 2019 19:12 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 5,229 | $14.72 | $76,974.54 |
DisclosureSEC source: 0001493152-19-007849 · ownership.xml · nonDerivative · entry 7 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Emerson Partners Disclosed balance after: 306,069 Read SEC document |
| May 14, 2019 Filed May 20, 2019 19:12 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 5,714 | $14.72 | $84,114.08 |
DisclosureSEC source: 0001493152-19-007849 · ownership.xml · nonDerivative · entry 6 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Emerson Partners Disclosed balance after: 300,355 Read SEC document |
| May 14, 2019 Filed May 20, 2019 19:12 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 5,229 | $14.72 | $76,974.54 |
DisclosureSEC source: 0001493152-19-007849 · ownership.xml · nonDerivative · entry 2 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,740 Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:04 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 12,317 | $15.23 | $187,596.53 |
DisclosureSEC source: 0001493152-19-007115 · ownership.xml · nonDerivative · entry 5 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Emerson Partners Disclosed balance after: 311,298 Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:04 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 13,000 | $15.21 | $197,749.50 |
DisclosureSEC source: 0001493152-19-007115 · ownership.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,969 Read SEC document |
| May 09, 2019 Filed May 10, 2019 21:05 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 6,245 | $15.35 | $95,860.13 |
DisclosureSEC source: 0001493152-19-006817 · ownership.xml · nonDerivative · entry 6 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Emerson Partners Disclosed balance after: 323,615 Read SEC document |
| May 09, 2019 Filed May 10, 2019 21:05 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 24,977 | $15.35 | $383,394.45 |
DisclosureSEC source: 0001493152-19-006817 · ownership.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,969 Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:05 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 4,328 | $18.22 | $78,875.20 |
DisclosureSEC source: 0001493152-19-006817 · ownership.xml · nonDerivative · entry 7 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Emerson Partners Disclosed balance after: 329,860 Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:05 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | SaleCommon Stock | 18,247 | $18.22 | $332,540.63 |
DisclosureSEC source: 0001493152-19-006817 · ownership.xml · nonDerivative · entry 2 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,946 Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 18:41 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | ConversionCommon Stock | 14,600 | $5.00 | $73,000.00 |
DisclosureSEC source: 0001493152-18-015126 · ownership.xml · nonDerivative · entry 5 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Emerson Partners Disclosed balance after: 344,169 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 · price: The shares reported herewith by the reporting person were acquired as a result of the conversion of shares of Series C Convertible Preferred Stock at a conversion price of $5.00 per share of common stock. No cash was paid in connection with the conversion. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 18:41 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | ConversionCommon Stock | 14,600 | $5.00 | $73,000.00 |
DisclosureSEC source: 0001493152-18-015126 · ownership.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,895 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 · price: The shares reported herewith by the reporting person were acquired as a result of the conversion of shares of Series C Convertible Preferred Stock at a conversion price of $5.00 per share of common stock. No cash was paid in connection with the conversion. Read SEC document |
| May 16, 2018 Filed May 16, 2018 23:49 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | PurchaseCommon Stock | 17,324 | $4.00 | $69,296.00 |
DisclosureSEC source: 0001493152-18-007340 · form4.xml · nonDerivative · entry 2 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,295 Read SEC document |
| May 15, 2018 Filed May 16, 2018 23:49 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | PurchaseCommon Stock | 31,854 | $4.00 | $127,352.29 |
DisclosureSEC source: 0001493152-18-007340 · form4.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,971 Read SEC document |
| May 02, 2018 Filed May 2, 2018 22:43 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | PurchaseCommon Stock | 565 | $4.00 | $2,260.00 |
DisclosureSEC source: 0001493152-18-006151 · form4.xml · nonDerivative · entry 2 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,117 Read SEC document |
| April 30, 2018 Filed May 2, 2018 22:43 UTC | Coda Octopus Group, Inc. CODA · Entity 6690 | PurchaseCommon Stock | 11,450 | $3.92 | $44,884.00 |
DisclosureSEC source: 0001493152-18-006151 · form4.xml · nonDerivative · entry 1 Emerson John Steven · CIK 0001318264 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,552 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.