Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| cbdMD, Inc.YCBD · Entity 8230 | Director | April 14, 2026 | April 17, 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.
cbdMD, Inc.
Report date April 14, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,144 |
Reported balance
After 2026-04-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-14 · Grant · Acquired 1,572 · Balance 3,144 F1: Represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The grant was exempt from Section 16(b) under the Securities Exchange Act of 1934 by virtue of Rule 16b-3 promulgated thereunder as it was approved in advance by the Issuer's Compensation, Corporate Governance and Nominating Committee, which is comprised of three non-employee directors. The restricted stock units vest quarterly on June 30, 2026, September 30, 2026, December 31, 2026 and March 31, 2027. The restricted stock units were issued under the 2021 or 2025 Equity Compensation Plan as compensation to the Reporting Person for services on the Issuer's Board of Directors. |
| Common StockSEC Table I · non-derivative | IndirectBy Porter Partners L.P. | 465,955 |
Reported balance
Holding disclosure · report date 2026-04-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 465,955 F2: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. |
| Common StockSEC Table I · non-derivative | IndirectBy Ben Joseph Partners | 61,750 |
Reported balance
Holding disclosure · report date 2026-04-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 61,750 F2: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. |
| Common StockSEC Table I · non-derivative | IndirectBy Jeff Porter IRA-Beneficiary | 41,275 |
Reported balance
Holding disclosure · report date 2026-04-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 41,275 F2: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. |
| Common StockSEC Table I · non-derivative | IndirectBy Beneficiary of Trust | 4,550 |
Reported balance
Holding disclosure · report date 2026-04-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,550 F2: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The grant was exempt from Section 16(b) under the Securities Exchange Act of 1934 by virtue of Rule 16b-3 promulgated thereunder as it was approved in advance by the Issuer's Compensation, Corporate Governance and Nominating Committee, which is comprised of three non-employee directors. The restricted stock units vest quarterly on June 30, 2026, September 30, 2026, December 31, 2026 and March 31, 2027. The restricted stock units were issued under the 2021 or 2025 Equity Compensation Plan as compensation to the Reporting Person for services on the Issuer's Board of Directors.
F2: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control.
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 14, 2026 Filed Apr 17, 2026 00:16 UTC | cbdMD, Inc. YCBD · Entity 8230 | GrantCommon Stock | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-012591 · rdgdoc.xml · nonDerivative · entry 1 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,144 F1 · security: Represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The grant was exempt from Section 16(b) under the Securities Exchange Act of 1934 by virtue of Rule 16b-3 promulgated thereunder as it was approved in advance by the Issuer's Compensation, Corporate Governance and Nominating Committee, which is comprised of three non-employee directors. The restricted stock units vest quarterly on June 30, 2026, September 30, 2026, December 31, 2026 and March 31, 2027. The restricted stock units were issued under the 2021 or 2025 Equity Compensation Plan as compensation to the Reporting Person for services on the Issuer's Board of Directors. Read SEC document |
| May 16, 2025 Filed May 20, 2025 21:23 UTC | cbdMD, Inc. YCBD · Entity 8230 | GrantCommon Stock | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-017870 · rdgdoc.xml · nonDerivative · entry 1 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,572 F1 · security: Represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The grant was exempt from Section 16(b) under the Securities Exchange Act of 1934 by virtue of Rule 16b-3 promulgated thereunder as it was approved in advance by the Issuer's Compensation, Corporate Governance and Nominating Committee, which is comprised of three non-employee directors. The restricted stock units vest quarterly on June 30, 2025, September 30, 2025, December 31, 2025 and March 31, 2026. The restricted stock units were issued under the 2021 Equity Compensation Plan as compensation to the Reporting Person for her services on the Issuer's Board of Directors. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:14 UTC | cbdMD, Inc. YCBD · Entity 8230 | Conversion8% Series A Cumulative Convertible Preferred Stock · Derivative | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-015504 · rdgdoc.xml · derivative · entry 8 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Beneficiary of Trust Disclosed balance after: 0 Underlying: Common Stock · 4,550 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. F1 · derivative.exercise_price: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F2 · derivative.exercise_price: The price gives effect to the one-for-8 reverse stock split of the Company's issued and outstanding shares of common stock, effective May 6, 2025 at 4:02 p.m. Eastern Time. F3 · price: Open market purchases. F1 · derivative.exercise_date: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F1 · derivative.expiration_date: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F4 · ownership.nature: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:14 UTC | cbdMD, Inc. YCBD · Entity 8230 | Conversion8% Series A Cumulative Convertible Preferred Stock · Derivative | 25,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-015504 · rdgdoc.xml · derivative · entry 7 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Jeff Porter IRA- Beneficiary Disclosed balance after: 0 Underlying: Common Stock · 41,275 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. F1 · derivative.exercise_price: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F2 · derivative.exercise_price: The price gives effect to the one-for-8 reverse stock split of the Company's issued and outstanding shares of common stock, effective May 6, 2025 at 4:02 p.m. Eastern Time. F3 · price: Open market purchases. F1 · derivative.exercise_date: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F1 · derivative.expiration_date: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F4 · ownership.nature: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:14 UTC | cbdMD, Inc. YCBD · Entity 8230 | Conversion8% Series A Cumulative Convertible Preferred Stock · Derivative | 38,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-015504 · rdgdoc.xml · derivative · entry 6 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Ben Joseph Partners Disclosed balance after: 0 Underlying: Common Stock · 61,750 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. F1 · derivative.exercise_price: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F2 · derivative.exercise_price: The price gives effect to the one-for-8 reverse stock split of the Company's issued and outstanding shares of common stock, effective May 6, 2025 at 4:02 p.m. Eastern Time. F3 · price: Open market purchases. F1 · derivative.exercise_date: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F1 · derivative.expiration_date: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F4 · ownership.nature: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:14 UTC | cbdMD, Inc. YCBD · Entity 8230 | Conversion8% Series A Cumulative Convertible Preferred Stock · Derivative | 286,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-015504 · rdgdoc.xml · derivative · entry 5 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Porter Partners L.P. Disclosed balance after: 0 Underlying: Common Stock · 465,955 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. F1 · derivative.exercise_price: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F2 · derivative.exercise_price: The price gives effect to the one-for-8 reverse stock split of the Company's issued and outstanding shares of common stock, effective May 6, 2025 at 4:02 p.m. Eastern Time. F3 · price: Open market purchases. F1 · derivative.exercise_date: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F1 · derivative.expiration_date: The 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F4 · ownership.nature: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:14 UTC | cbdMD, Inc. YCBD · Entity 8230 | ConversionCommon Stock | 4,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-015504 · rdgdoc.xml · nonDerivative · entry 4 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Beneficiary of Trust Disclosed balance after: 4,550 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 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F2 · price: The price gives effect to the one-for-8 reverse stock split of the Company's issued and outstanding shares of common stock, effective May 6, 2025 at 4:02 p.m. Eastern Time. F4 · ownership.nature: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:14 UTC | cbdMD, Inc. YCBD · Entity 8230 | ConversionCommon Stock | 41,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-015504 · rdgdoc.xml · nonDerivative · entry 3 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Jeff Porter IRA- Beneficiary Disclosed balance after: 41,275 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 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F2 · price: The price gives effect to the one-for-8 reverse stock split of the Company's issued and outstanding shares of common stock, effective May 6, 2025 at 4:02 p.m. Eastern Time. F4 · ownership.nature: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:14 UTC | cbdMD, Inc. YCBD · Entity 8230 | ConversionCommon Stock | 61,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-015504 · rdgdoc.xml · nonDerivative · entry 2 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Ben Joseph Partners Disclosed balance after: 61,750 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 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F2 · price: The price gives effect to the one-for-8 reverse stock split of the Company's issued and outstanding shares of common stock, effective May 6, 2025 at 4:02 p.m. Eastern Time. F4 · ownership.nature: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:14 UTC | cbdMD, Inc. YCBD · Entity 8230 | ConversionCommon Stock | 465,955 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-015504 · rdgdoc.xml · nonDerivative · entry 1 Porter Jeffrey H · CIK 0002065626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Porter Partners L.P. Disclosed balance after: 465,955 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 8% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock") automatically converted into shares of common stock without any action on the part of the Reporting Person. The automatic conversion converts each share of the Preferred Stock into thirteen shares of the Company's common stock on May 6, 2025 at 4:01 p.m. Eastern Time. F2 · price: The price gives effect to the one-for-8 reverse stock split of the Company's issued and outstanding shares of common stock, effective May 6, 2025 at 4:02 p.m. Eastern Time. F4 · ownership.nature: Represents shares of common stock held by an entity for which the Reporting Person holds voting and dispositive control. 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.