Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CitroTech Inc.CITR · Entity 6600 | Director · Chief Executive Officer | October 01, 2025 | October 05, 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.
CitroTech Inc.
Report date October 01, 2025 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001SEC Table I · non-derivative | Direct | 300,000 |
Reported balance
After 2025-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-10-01 · Grant · Acquired 300,000 · Balance 300,000 F1: The securities reported in Column 5 of Table I are shares of common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest with one-fourth of the RSUs vested on October 1, 2026 and the remaining three-fourths vesting equally on a monthly basis over the following 36 months until fully vested on October 1, 2029. |
| Common Stock, par value $0.0001SEC Table I · non-derivative | Direct | 600,000 |
Reported balance
After 2025-10-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-10-01 · Grant · Acquired 300,000 · Balance 600,000 F2: The securities reported in Column 5 of Table I are shares of common stock underlying RSUs. Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest in four annual installments, with up to one-fourth of the RSUs vesting on each anniversary of October 1, 2025, subject to the reporting person's continued service with the Issuer through each applicable vesting date and achievement of annual KPIs mutually agreed upon between the reporting person and the Issuer. |
| Common Stock, par value $0.0001SEC Table I · non-derivative | Direct | 900,000 |
Reported balance
After 2025-10-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-10-01 · Grant · Acquired 300,000 · Balance 900,000 F3: The securities reported in Column 5 of Table I are shares of common stock underlying RSUs. Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest in four installments upon achieving certain market capitalization thresholds and are subject to the reporting person's continued service with the Issuer through each applicable vesting date. F4: 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $150,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $200,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $250,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $300,000,000. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities reported in Column 5 of Table I are shares of common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest with one-fourth of the RSUs vested on October 1, 2026 and the remaining three-fourths vesting equally on a monthly basis over the following 36 months until fully vested on October 1, 2029.
F2: The securities reported in Column 5 of Table I are shares of common stock underlying RSUs. Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest in four annual installments, with up to one-fourth of the RSUs vesting on each anniversary of October 1, 2025, subject to the reporting person's continued service with the Issuer through each applicable vesting date and achievement of annual KPIs mutually agreed upon between the reporting person and the Issuer.
F3: The securities reported in Column 5 of Table I are shares of common stock underlying RSUs. Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest in four installments upon achieving certain market capitalization thresholds and are subject to the reporting person's continued service with the Issuer through each applicable vesting date.
F4: 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $150,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $200,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $250,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $300,000,000.
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 01, 2025 Filed Oct 5, 2026 22:42 UTC | CitroTech Inc. CITR · Entity 6600 | GrantCommon Stock, par value $0.0001 | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-007631 · ownership.xml · nonDerivative · entry 3 Bolsen Wesley James · CIK 0002089737 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900,000 F3 · balance_after: The securities reported in Column 5 of Table I are shares of common stock underlying RSUs. Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest in four installments upon achieving certain market capitalization thresholds and are subject to the reporting person's continued service with the Issuer through each applicable vesting date. F4 · balance_after: 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $150,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $200,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $250,000,000. 75,000 RSUs vest for the reporting person when the Issuer's market capitalization reaches and sustains a market capitalization for 30 consecutive days above $300,000,000. Read SEC document |
| October 01, 2025 Filed Oct 5, 2026 22:42 UTC | CitroTech Inc. CITR · Entity 6600 | GrantCommon Stock, par value $0.0001 | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-007631 · ownership.xml · nonDerivative · entry 2 Bolsen Wesley James · CIK 0002089737 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,000 F2 · balance_after: The securities reported in Column 5 of Table I are shares of common stock underlying RSUs. Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest in four annual installments, with up to one-fourth of the RSUs vesting on each anniversary of October 1, 2025, subject to the reporting person's continued service with the Issuer through each applicable vesting date and achievement of annual KPIs mutually agreed upon between the reporting person and the Issuer. Read SEC document |
| October 01, 2025 Filed Oct 5, 2026 22:42 UTC | CitroTech Inc. CITR · Entity 6600 | GrantCommon Stock, par value $0.0001 | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-007631 · ownership.xml · nonDerivative · entry 1 Bolsen Wesley James · CIK 0002089737 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 F1 · balance_after: The securities reported in Column 5 of Table I are shares of common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock, subject to the applicable vesting schedule and conditions of the applicable RSU award. The 300,000 RSUs reported in Column 5 vest with one-fourth of the RSUs vested on October 1, 2026 and the remaining three-fourths vesting equally on a monthly basis over the following 36 months until fully vested on October 1, 2029. Read SEC document |
| September 30, 2025 Filed Feb 18, 2026 01:21 UTC | CitroTech Inc. CITR · Entity 6600 | PurchaseWarrants · Derivative | 555 | Not disclosed Strike: $6.00 | Not disclosed |
DisclosureSEC source: 0001683168-26-001121 · ownership.xml · derivative · entry 3 Bolsen Wesley James · CIK 0002089737 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 555 Underlying: Common Stock · 555 shares Expires 2030-09-30 F4 · price: connection with the execution of the Securities Purchase Agreement, the Reporting Person also executed a common stock purchase warrant agreement (the "Warrant Agreement"), pursuant to which the Issuer issued a warrant to the Reporting Person. The Warrant Agreement entitles the Reporting Person to purchase from the Issuer up to 50% of the number of shares of Common Stock issuable upon full conversion of all the Series C Shares purchased by the Reporting Person, subject to the terms and conditions of the Warrant Agreement. F3 · derivative.exercise_date: The Warrant is exercisable at any time by the Reporting Person prior to its expiration. Read SEC document |
| September 30, 2025 Filed Feb 18, 2026 01:21 UTC | CitroTech Inc. CITR · Entity 6600 | PurchaseSeries C Convertible Preferred Stock · Derivative | 333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-001121 · ownership.xml · derivative · entry 2 Bolsen Wesley James · CIK 0002089737 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333 Underlying: Common Stock · 1,110 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration date. F2 · price: On September 30, 2025, the Reporting Person entered into a securities purchase agreement (the "Securities Purchase Agreement") with the Issuer, pursuant to which the Reporting Person purchased 333 shares of Series C Convertible Preferred Stock (the "Series C Shares") for an aggregate purchase price of $4,995 ($15.00 per Series C Share). F1 · derivative.exercise_date: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration date. F1 · derivative.expiration_date: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration date. Read SEC document |
| September 22, 2025 Filed Feb 18, 2026 01:21 UTC | CitroTech Inc. CITR · Entity 6600 | OtherSeries C Convertible Preferred Stock · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-001121 · ownership.xml · derivative · entry 1 Bolsen Wesley James · CIK 0002089737 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 20,834 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration date. F1 · derivative.exercise_date: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration date. F1 · derivative.expiration_date: Each share of Series C Convertible Preferred Stock is convertible at any time and from time to time at the option of the holder into 3.3333 shares of common stock, par value $0.0001 per share, of the Issuer. The Series C Convertible Preferred Stock has no expiration 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.