Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dominari Holdings Inc.DOMH · Entity 7162 | Director · President | September 10, 2026 | September 14, 2026 |
| New America Acquisition I Corp.NWAX · Entity 5457 | Director | April 07, 2026 | April 10, 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.
Dominari Holdings Inc.
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,311,828 |
Ending reported balance
After 2026-09-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-10 · Purchase · Acquired 50,000 · Balance 4,261,828 F1: On September 10, 2026, the Reporting Person purchased 50,000 shares of Class A common stock of the issuer in an open market transaction. F2: The price reported in Column 4 is a weighted average price. 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 sold at each separate price in each separate transaction. Row 2 · 2026-09-11 · Purchase · Acquired 50,000 · Balance 4,311,828 F3: On September 11, 2026, the Reporting Person purchased 50,000 shares of Class A common stock of the issuer in an open market transaction. F2: The price reported in Column 4 is a weighted average price. 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 sold at each separate price in each separate transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 10, 2026, the Reporting Person purchased 50,000 shares of Class A common stock of the issuer in an open market transaction.
F2: The price reported in Column 4 is a weighted average price. 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 sold at each separate price in each separate transaction.
F3: On September 11, 2026, the Reporting Person purchased 50,000 shares of Class A common stock of the issuer in an open market transaction.
New America Acquisition I Corp.
Report date April 07, 2026 · Filed April 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 1,900,000 |
Reported balance
After 2026-04-07 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-04-07 · Purchase · Acquired 200,000 · Balance 1,900,000 F3: The reported securities are held by American Ventures LLC, Series XLIV DBC ("Series XLIV DBC"). Mr. Wool may be deemed to beneficially own 50% of the shares held by Series XLIV DBC. On April 7, 2026, Series XLIV DBC purchased 200,000 shares of Class A common stock of the issuer in a private transaction. Mr. Wool disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 1,100,000 |
Reported balance
Holding disclosure · report date 2026-04-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,100,000 F1: As described in the issuer's registration statement on Form S-1 (File No. 333-289204), the issuer issued 1,100,000 shares of Class A common stock to Dominari Securities LLC or its designees upon the closing of the issuer's initial public offering. Mr. Wool serves as the Chief Executive Officer of Dominari Securities LLC. As such, he may be deemed to have or share beneficial ownership of shares of Class A common stock held directly by Dominari Securities LLC. Mr. Wool disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have therein, directly or indirectly. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 600,000 |
Reported balance
Holding disclosure · report date 2026-04-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 600,000 F2: New America Sponsor I LLC is the record holder of 12,500,000 shares of Class B common stock ("founder shares") and 600,000 private shares. The founder shares will automatically convert into shares of Class A common stock concurrently with or immediately following the consummation of the initial business combination of the issuer or such earlier time at the option of the holder on a one-for-one basis, subject to adjustment. Mr. Wool is the co-manager of New America Sponsor I LLC and accordingly, Mr. Wool has the voting and investment discretion with respect to the shares of common stock held of record by New America Sponsor I LLC. Mr. Wool does not have any direct economic interest in the shares held by New America Sponsor I LLC. |
| Class B common stockSEC Table II · derivative / convertible security | IndirectSee Footnote | 12,500,000 |
Reported balance
Holding disclosure · report date 2026-04-07 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 12,500,000 F2: New America Sponsor I LLC is the record holder of 12,500,000 shares of Class B common stock ("founder shares") and 600,000 private shares. The founder shares will automatically convert into shares of Class A common stock concurrently with or immediately following the consummation of the initial business combination of the issuer or such earlier time at the option of the holder on a one-for-one basis, subject to adjustment. Mr. Wool is the co-manager of New America Sponsor I LLC and accordingly, Mr. Wool has the voting and investment discretion with respect to the shares of common stock held of record by New America Sponsor I LLC. Mr. Wool does not have any direct economic interest in the shares held by New America Sponsor I LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-289204), the issuer issued 1,100,000 shares of Class A common stock to Dominari Securities LLC or its designees upon the closing of the issuer's initial public offering. Mr. Wool serves as the Chief Executive Officer of Dominari Securities LLC. As such, he may be deemed to have or share beneficial ownership of shares of Class A common stock held directly by Dominari Securities LLC. Mr. Wool disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have therein, directly or indirectly.
F2: New America Sponsor I LLC is the record holder of 12,500,000 shares of Class B common stock ("founder shares") and 600,000 private shares. The founder shares will automatically convert into shares of Class A common stock concurrently with or immediately following the consummation of the initial business combination of the issuer or such earlier time at the option of the holder on a one-for-one basis, subject to adjustment. Mr. Wool is the co-manager of New America Sponsor I LLC and accordingly, Mr. Wool has the voting and investment discretion with respect to the shares of common stock held of record by New America Sponsor I LLC. Mr. Wool does not have any direct economic interest in the shares held by New America Sponsor I LLC.
F3: The reported securities are held by American Ventures LLC, Series XLIV DBC ("Series XLIV DBC"). Mr. Wool may be deemed to beneficially own 50% of the shares held by Series XLIV DBC. On April 7, 2026, Series XLIV DBC purchased 200,000 shares of Class A common stock of the issuer in a private transaction. Mr. Wool disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have therein.
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 |
|---|---|---|---|---|---|---|
| December 09, 2022 Filed Dec 13, 2022 14:00 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | PurchaseCommon Stock | 5,000 | $3.68 | $18,415.00 |
DisclosureSEC source: 0001213900-22-079303 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director Yu Soo · CIK 0001933417 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,822 F1 · balance_after: Of the 260,822 shares reported as beneficially owned directly, 178,598 shares are beneficially owned directly by Mr. Wool and 82,224 shares are beneficially owned directly by Ms. Yu. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 14:00 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | PurchaseCommon Stock | 5,000 | $3.56 | $17,810.00 |
DisclosureSEC source: 0001213900-22-078919 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director Yu Soo · CIK 0001933417 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,822 F1 · balance_after: Of the 255,822 shares reported as beneficially owned directly, 173,598 shares are beneficially owned directly by Mr. Wool and 82,224 shares are beneficially owned directly by Ms. Yu. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 14:40 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | PurchaseCommon Stock | 5,000 | $3.48 | $17,383.00 |
DisclosureSEC source: 0001213900-22-078601 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director Yu Soo · CIK 0001933417 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,822 F1 · balance_after: Of the 250,822 shares reported as beneficially owned directly, 168,598 shares are beneficially owned directly by Mr. Wool and 82,224 shares are beneficially owned directly by Ms. Yu. Read SEC document |
| September 16, 2022 Filed Sep 19, 2022 13:00 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | PurchaseCommon Stock | 3,559 | $6.54 | $23,286.54 |
DisclosureSEC source: 0001213900-22-056768 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director Yu Soo · CIK 0001933417 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · WOOL C/F ALISON COTTONE UTMA/NY UNTIL AGE 18. Disclosed balance after: 230,281 F1 · ownership.nature: Mr. Wool controls Ms. Cottone's account until she is 18. He and Ms. Yu disclaim beneficial ownership of such shares. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 13:00 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | PurchaseCommon Stock | 1,476 | $6.12 | $9,027.22 |
DisclosureSEC source: 0001213900-22-056374 · ownership.xml · nonDerivative · entry 2 Wool Kyle Michael · CIK 0001856536 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Tioga 22 LLC Disclosed balance after: 143,021 F2 · ownership.nature: Mr. Wool is the sole member of Tioga 22, LLC. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 13:00 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | PurchaseCommon Stock | 1,477 | $6.12 | $9,033.33 |
DisclosureSEC source: 0001213900-22-056374 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Catatonk Creek LLC Disclosed balance after: 141,545 F1 · ownership.nature: Mr. Wool is the sole member of Catatonk Creek, LLC. Read SEC document |
| September 13, 2022 Filed Sep 15, 2022 13:00 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | PurchaseCommon Stock | 23,712 | $6.32 | $149,930.98 |
DisclosureSEC source: 0001213900-22-056071 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,068 Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 15:21 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | PurchaseCommon Stock | 36,298 | $6.33 | $229,584.85 |
DisclosureSEC source: 0001213900-22-055810 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,356 Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 21:16 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | GrantCommon Stock | 78,588 | $6.00 | $471,528.00 |
DisclosureSEC source: 0001213900-22-052345 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,058 F1 · shares: On August 26, 2022, the reporting person was granted 78,588 shares of restricted stock at $6.00 per share pursuant to the Company's 2014 Equity Incentive Plan (the "Plan"). Read SEC document |
| May 02, 2022 Filed May 5, 2022 01:05 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | GrantNon-Qualified Stock Options · Derivative | 1,200,000 | $0.00 Strike: $0.35 | $0.00 |
DisclosureSEC source: 0001213900-22-024065 · ownership.xml · derivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200,000 Underlying: Common Stock · 1,200,000 shares Expires 2032-05-02 F1 · derivative.exercise_date: The non-qualified stock options were issued to the Reporting person on May 2, 2022, pursuant to the Issuer's 2014 Equity Incentive Plan (the "Plan"). The award is subject to time-based vesting and will vest and be exercisable as follows (i) 400,000 on May 2, 2023, and (ii) 1/36 of the remaining grant on a monthly basis thereafter. Read SEC document |
| July 30, 2021 Filed Jul 30, 2021 20:17 UTC | Dominari Holdings Inc. AIKI · Entity 7162 | GrantCommon Stock | 25,000 | $0.88 | $22,000.00 |
DisclosureSEC source: 0001213900-21-039570 · ownership.xml · nonDerivative · entry 1 Wool Kyle Michael · CIK 0001856536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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.