Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bridgeline Digital, Inc.BLIN · Entity 7897 | Director · President and CEO · 10% owner | March 10, 2026 | March 11, 2026 |
| INTELLINETICS, INC.INLX · Entity 7575 | Director | August 16, 2024 | August 21, 2024 |
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.
Bridgeline Digital, Inc.
Report date March 10, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,773,736 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Purchase · Acquired 10,000 · Balance 1,773,736 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 544 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 544 F1: The Reporting Person disclaims beneficial ownership of the securities held by his spouse, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for the purpose of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person disclaims beneficial ownership of the securities held by his spouse, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for the purpose of Section 16 or for any other purpose.
INTELLINETICS, INC.
Report date August 16, 2024 · Filed August 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $8.78 · Expires 2034-08-15 | Direct | 6,000 |
Reported balance
After 2024-08-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-08-16 · Grant · Acquired 6,000 · Balance 6,000 F1: Granted in exchange for director services to the Company, in accordance with the Company's 2023 Non-Employee Director Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted in exchange for director services to the Company, in accordance with the Company's 2023 Non-Employee Director Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| August 18, 2017 Filed Aug 21, 2017 17:44 UTC | Bridgeline Digital, Inc. BLIN · Entity 7897 | PurchaseCommon Stock (BLIN) | 12,125 | $2.59 | $31,403.75 |
DisclosureSEC source: 0001437749-17-015124 · rdgdoc.xml · nonDerivative · entry 1 Kahn Roger E. · CIK 0001651542 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,869 F1 · price: The price reported is an average price. The shares were purchased in multiple transactions at prices ranging from $2.48 to $2.64, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares purchased at each price within the range provided herein. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 17:31 UTC Amendment | Bridgeline Digital, Inc. BLIN · Entity 7897 | PurchaseCommon Stock (BLIN) | 12,125 | $2.59 | $31,403.75 |
DisclosureSEC source: 0001437749-17-015181 · rdgdoc.xml · nonDerivative · entry 1 Kahn Roger E. · CIK 0001651542 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,674 F1 · price: The price reported is an average price. The shares were purchased in multiple transactions at prices ranging from $2.48 to $2.64, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Commission, upon request, full information regarding the number of shares purchased at each price within the range provided herein. F2 · balance_after: The previously submitted Form 4 inadvertently included shares beneficially owned prior the reverse stock split effectuated on July 24, 2017. The number of shares beneficially owned as been adjusted accordingly herein. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 17:20 UTC | Bridgeline Digital, Inc. BLIN · Entity 7897 | PurchaseCommon Stock (BLIN) | 42,170 | $0.60 | $25,302.00 |
DisclosureSEC source: 0001437749-17-011148 · rdgdoc.xml · nonDerivative · entry 2 Kahn Roger E. · CIK 0001651542 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,744 Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 17:20 UTC | Bridgeline Digital, Inc. BLIN · Entity 7897 | PurchaseCommon Stock (BLIN) | 20,560 | $0.59 | $12,130.40 |
DisclosureSEC source: 0001437749-17-011148 · rdgdoc.xml · nonDerivative · entry 1 Kahn Roger E. · CIK 0001651542 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,574 Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 16:08 UTC | Bridgeline Digital, Inc. BLIN · Entity 7897 | GrantCommon Stock | 36,363 | $0.55 | $19,999.65 |
DisclosureSEC source: 0001437749-17-011078 · rdgdoc.xml · nonDerivative · entry 1 Kahn Roger E. · CIK 0001651542 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,363 F1 · shares: The stock award was granted by the Company's Compensation Committee of the Board of Directors and represents compensation in accordance with Mr. Kahn's compensation plan for FY2017, for which Mr. Kahn elected to receive a stock grant in lieu of a cash bonus. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 09:33 UTC | Bridgeline Digital, Inc. BLIN · Entity 7897 | PurchaseCommon Stock (BLIN) | 95,783 | $0.67 | $64,366.18 |
DisclosureSEC source: 0001437749-17-003483 · rdgdoc.xml · nonDerivative · entry 2 Kahn Roger E. · CIK 0001651542 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,651 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 09:33 UTC | Bridgeline Digital, Inc. BLIN · Entity 7897 | PurchaseCommon Stock (BLIN) | 45,505 | $0.66 | $29,896.79 |
DisclosureSEC source: 0001437749-17-003483 · rdgdoc.xml · nonDerivative · entry 1 Kahn Roger E. · CIK 0001651542 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,868 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 18:00 UTC | Bridgeline Digital, Inc. BLIN · Entity 7897 | GrantWarrant · Derivative | 43,000 | $0.00 Strike: $0.70 | $0.00 |
DisclosureSEC source: 0001415889-16-007405 · form4-11142016_021151.xml · derivative · entry 2 Kahn Roger E. · CIK 0001651542 · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 Underlying: Common Stock · 43,000 shares Expires 2022-05-09 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 18:00 UTC | Bridgeline Digital, Inc. BLIN · Entity 7897 | GrantCommon Stock | 86,000 | $0.65 | $55,900.00 |
DisclosureSEC source: 0001415889-16-007405 · form4-11142016_021151.xml · nonDerivative · entry 1 Kahn Roger E. · CIK 0001651542 · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,000 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.