Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Digital Media Solutions, Inc.DMS · Entity 91995 | Interim CFO | April 22, 2023 | May 01, 2023 |
| Greenlane Holdings, Inc.GNLN · Entity 8520 | Chief Financial Officer | October 20, 2025 | March 17, 2026 |
| Legacy Education Alliance, Inc.LEAI · Entity 115173 | CFO | April 20, 2021 | April 22, 2021 |
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.
Digital Media Solutions, Inc.
Report date April 22, 2023 · Filed May 01, 2023
This filing explicitly reported no securities owned.
Greenlane Holdings, Inc.
Report date October 20, 2025 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.84 · Expires 2030-10-20 | Direct | 81,500 |
Reported balance
After 2025-10-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-10-20 · Grant · Acquired 81,500 · Balance 81,500 F1: The exercise price equals the closing price of Greenlane Holdings, Inc. (the "Company") Class A Common Stock on October 17, 2025. F2: The option allocation is from the Company's 3,000,000 share ESOP distribution approved and ratified by the Board of Directors of the Company on October 14, 2025. F3: Options vest in full upon grant in consideration of executive service and expire five (5) years from the grant date, unless earlier terminated under the Company's 2019 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise price equals the closing price of Greenlane Holdings, Inc. (the "Company") Class A Common Stock on October 17, 2025.
F2: The option allocation is from the Company's 3,000,000 share ESOP distribution approved and ratified by the Board of Directors of the Company on October 14, 2025.
F3: Options vest in full upon grant in consideration of executive service and expire five (5) years from the grant date, unless earlier terminated under the Company's 2019 Equity Incentive Plan.
Legacy Education Alliance, Inc.
Report date April 20, 2021 · Filed April 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 335,000 |
Reported balance
After 2021-04-20 transaction · row 1
1 source rowRow 1 · 2021-04-20 · Grant · Acquired 315,000 · Balance 335,000 |
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 |
|---|---|---|---|---|---|---|
| October 20, 2025 Filed Mar 17, 2026 20:29 UTC | Greenlane Holdings, Inc. GNLN · Entity 8520 | GrantStock Option (right to buy) · Derivative | 81,500 | $0.01 Strike: $3.84 | $815.00 |
DisclosureSEC source: 0001493152-26-010581 · ownership.xml · derivative · entry 1 Guzman-Clark Vanessa · CIK 0001790934 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,500 Underlying: Class A Common Stock · 81,500 shares Expires 2030-10-20 F1 · derivative.exercise_price: The exercise price equals the closing price of Greenlane Holdings, Inc. (the "Company") Class A Common Stock on October 17, 2025. F2 · shares: The option allocation is from the Company's 3,000,000 share ESOP distribution approved and ratified by the Board of Directors of the Company on October 14, 2025. F3 · derivative.exercise_date: Options vest in full upon grant in consideration of executive service and expire five (5) years from the grant date, unless earlier terminated under the Company's 2019 Equity Incentive Plan. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 11:19 UTC | Legacy Education Alliance, Inc. LEAI · Entity 115173 | GrantCommon Stock | 315,000 | $0.06 | $19,876.50 |
DisclosureSEC source: 0001790934-21-000001 · primary_doc.xml · nonDerivative · entry 1 Guzman-Clark Vanessa · CIK 0001790934 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,000 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.