Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTELLINETICS, INC.INLX · Entity 7575 | CHIEF FINANCIAL OFFICER | April 08, 2026 | April 11, 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.
INTELLINETICS, INC.
Report date April 08, 2026 · Filed April 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,907 |
Reported balance
After 2026-04-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-08 · Tax withholding · Disposed 843 · Balance 30,907 F1: Stock remitted by Mr. Spain to the Company for payment of withholding taxes for currently vesting portion of restricted stock grant originally awarded on March 28, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock remitted by Mr. Spain to the Company for payment of withholding taxes for currently vesting portion of restricted stock grant originally awarded on March 28, 2025.
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 08, 2026 Filed Apr 11, 2026 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Tax withholdingCommon Stock | 843 | $7.25 | $6,111.75 |
DisclosureSEC source: 0001493152-26-016256 · ownership.xml · nonDerivative · entry 1 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,907 F1 · security: Stock remitted by Mr. Spain to the Company for payment of withholding taxes for currently vesting portion of restricted stock grant originally awarded on March 28, 2025. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:39 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Tax withholdingCommon Stock | 2,471 | $14.28 | $35,285.88 |
DisclosureSEC source: 0001641172-25-002791 · ownership.xml · nonDerivative · entry 1 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,750 F1 · security: Stock remitted by Mr. Spain to the Company for payment of withholding taxes for currently vesting portion of restricted stock grant originally awarded on April 2, 2024. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 23:56 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Tax withholdingCommon Stock | 599 | $12.12 | $7,259.88 |
DisclosureSEC source: 0001641172-25-002206 · ownership.xml · nonDerivative · entry 3 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,221 F3 · security: Stock remitted by Mr. Spain to the Company for payment of withholding taxes for vested portion of grant. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 23:56 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantCommon Stock | 6,057 | $12.12 | $73,410.84 |
DisclosureSEC source: 0001641172-25-002206 · ownership.xml · nonDerivative · entry 2 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,820 F2 · security: Restricted stock granted in exchange for services pursuant to the Company's 2024 Equity Incentive Plan. The stock is 1/3 vested upon grant, 1/3 vested upon the first anniversary, and the remainder vests upon the second anniversary of grant. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 23:56 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantCommon Stock | 1,443 | $12.12 | $17,489.16 |
DisclosureSEC source: 0001641172-25-002206 · ownership.xml · nonDerivative · entry 1 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,763 F1 · security: Restricted stock granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. The stock is 1/3 vested upon grant, 1/3 vested upon the first anniversary, and the remainder vests upon the second anniversary of grant. Read SEC document |
| April 02, 2024 Filed Apr 4, 2024 22:50 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantCommon Stock | 25,000 | $6.74 | $168,500.00 |
DisclosureSEC source: 0001493152-24-013234 · ownership.xml · nonDerivative · entry 1 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,247 F1 · security: Restricted stock granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. The stock is 1/3 vested upon grant, 1/3 vested upon the first anniversary, and the remainder vests upon the second anniversary of grant. Read SEC document |
| April 14, 2022 Filed Apr 19, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Option · Derivative | 12,976 | Not disclosed Strike: $6.08 | Not disclosed |
DisclosureSEC source: 0001493152-22-010284 · ownership.xml · derivative · entry 3 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,927 Underlying: COMMON STOCK · 12,976 shares Expires 2032-04-14 F1 · price: Granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. Read SEC document |
| April 14, 2022 Filed Apr 19, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Option · Derivative | 12,976 | Not disclosed Strike: $6.08 | Not disclosed |
DisclosureSEC source: 0001493152-22-010284 · ownership.xml · derivative · entry 2 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,951 Underlying: COMMON STOCK · 12,976 shares Expires 2032-04-14 F1 · price: Granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. Read SEC document |
| April 14, 2022 Filed Apr 19, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Option · Derivative | 12,975 | Not disclosed Strike: $6.08 | Not disclosed |
DisclosureSEC source: 0001493152-22-010284 · ownership.xml · derivative · entry 1 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,975 Underlying: COMMON STOCK · 12,975 shares Expires 2032-04-14 F1 · price: Granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. Read SEC document |
| September 02, 2020 Filed Sep 4, 2020 21:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantINCENTIVE STOCK OPTION · Derivative | 20,000 | Not disclosed Strike: $4.00 | Not disclosed |
DisclosureSEC source: 0001493152-20-017316 · ownership.xml · derivative · entry 1 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: COMMON STOCK · 20,000 shares Expires 2030-09-01 F2 · price: Options were issued under the 2015 Intellinetics Inc. Equity Incentive Plan in exchange for Mr. Spain's services as an officer of the Company. F1 · derivative.exercise_date: Options vest annually over a 4-year period, ending September 2, 2024. In addition, 50% of the Options (12,500 Options) are also subject to performance-based vesting, which will be determined on March 31, 2021. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:31 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCOMMON STOCK | 16,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-20-003378 · ownership.xml · nonDerivative · entry 2 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,000 F1 · price: Mr. Spain purchased 8 "Units," with each Unit consisting of $1,000 in 12% Subordinated Promissory Notes and 2,000 shares of Common Stock, for a price of $1,000 per Unit. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:31 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCOMMON STOCK | 100,000 | $0.08 | $8,000.00 |
DisclosureSEC source: 0001493152-20-003378 · ownership.xml · nonDerivative · entry 1 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:55 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Option · Derivative | 150,000 | Not disclosed Strike: $0.13 | Not disclosed |
DisclosureSEC source: 0001493152-19-003277 · ownership.xml · derivative · entry 3 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 150,000 shares Expires 2029-03-10 F5 · price: Options were issued as incentive compensation under the 2015 Intellinetics Inc. Equity Incentive Plan. F4 · derivative.exercise_date: Options vest annually over a 4-year period, ending March 11, 2023. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:55 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Option · Derivative | 100,000 | Not disclosed Strike: $0.13 | Not disclosed |
DisclosureSEC source: 0001493152-19-003277 · ownership.xml · derivative · entry 2 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2029-03-10 F3 · price: Options were issued under the 2015 Intellinetics Inc. Equity Incentive Plan in exchange for an equal number of cancelled options. F1 · derivative.exercise_date: Options vest annually over a 4-year period, ending December 1, 2020. Read SEC document |
| December 06, 2016 Filed Mar 13, 2019 21:55 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Disposition to issuerIncentive Stock Option · Derivative | 100,000 | Not disclosed Strike: $0.76 | Not disclosed |
DisclosureSEC source: 0001493152-19-003277 · ownership.xml · derivative · entry 1 Spain Joseph D · CIK 0001691969 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2026-12-07 F2 · price: Options were cancelled and exchanged for newly issued incentive stock options at a price of $0.13. F1 · derivative.exercise_date: Options vest annually over a 4-year period, ending December 1, 2020. 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.