Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NeoVolta Inc.NEOV · Entity 6227 | Director · CEO & President | February 23, 2026 | February 25, 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.
NeoVolta Inc.
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-23 · Disposition to issuer · Disposed 1,280,000 · Balance 0 F1: Each restricted stock unit represented a contingent right to receive one shares of Company common stock. F3: Issued in connection with the reporting person's employment with the Company. F2: The restricted stock units set forth in this table were scheduled to vest in four equal annual installments beginning on April 19, 2025, subject to the grantee's continued service to the Company on each vesting date. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.54 · Expires 2031-02-23 | Direct | 1,880,166 |
Reported balance
After 2026-02-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-23 · Grant · Acquired 1,880,166 · Balance 1,880,166 F3: Issued in connection with the reporting person's employment with the Company. F4: Employee Stock Options vest as follows: 25% on issuance and 25% on each of April 19, 2026; April 19, 2027; and April 19, 2028, subject to reporting person's continued service to the Company on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represented a contingent right to receive one shares of Company common stock.
F2: The restricted stock units set forth in this table were scheduled to vest in four equal annual installments beginning on April 19, 2025, subject to the grantee's continued service to the Company on each vesting date.
F3: Issued in connection with the reporting person's employment with the Company.
F4: Employee Stock Options vest as follows: 25% on issuance and 25% on each of April 19, 2026; April 19, 2027; and April 19, 2028, subject to reporting person's continued service to the Company on each vesting date.
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 |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 25, 2026 17:23 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantEmployee Stock Option (Right to buy) · Derivative | 1,880,166 | Not disclosed Strike: $3.54 | Not disclosed |
DisclosureSEC source: 0001683168-26-001304 · ownership.xml · derivative · entry 2 Johnson Henry Ardes · CIK 0002020512 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,880,166 Underlying: Common Stock · 1,880,166 shares Expires 2031-02-23 F3 · price: Issued in connection with the reporting person's employment with the Company. F4 · derivative.exercise_date: Employee Stock Options vest as follows: 25% on issuance and 25% on each of April 19, 2026; April 19, 2027; and April 19, 2028, subject to reporting person's continued service to the Company on each vesting date. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 17:23 UTC | NeoVolta Inc. NEOV · Entity 6227 | Disposition to issuerRestricted Stock Units · Derivative | 1,280,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-001304 · ownership.xml · derivative · entry 1 Johnson Henry Ardes · CIK 0002020512 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,280,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one shares of Company common stock. F3 · price: Issued in connection with the reporting person's employment with the Company. F2 · derivative.exercise_date: The restricted stock units set forth in this table were scheduled to vest in four equal annual installments beginning on April 19, 2025, subject to the grantee's continued service to the Company on each vesting date. F2 · derivative.expiration_date: The restricted stock units set forth in this table were scheduled to vest in four equal annual installments beginning on April 19, 2025, subject to the grantee's continued service to the Company on each vesting date. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 16:01 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantRestricted Stock Units · Derivative | 1,280,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-24-002736 · ownership.xml · derivative · entry 1 Johnson Henry Ardes · CIK 0002020512 · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,280,000 Underlying: Common Stock · 1,280,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one shares of Company common stock. F3 · price: Issued in connection with the reporting person's employment with the Company. F2 · derivative.exercise_date: The restricted stock units set forth in this table vests in four equal annual installments beginning on the first anniversary of the Transaction Date, subject to the grantee's continued service to the Company on each vesting date.. F2 · derivative.expiration_date: The restricted stock units set forth in this table vests in four equal annual installments beginning on the first anniversary of the Transaction Date, subject to the grantee's continued service to the Company on each vesting date.. 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.