person · Reporting owner
Nicholas & Melinda Gerber Living Trust
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marygold Companies, Inc.MGLD · Entity 7257 | Director · Chief Executive Officer · 10% owner | December 10, 2025 | December 12, 2025 |
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.
Marygold Companies, Inc.
Report date December 10, 2025 · Filed December 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,751,125 |
Reported balance
After 2025-12-10 transaction · row 1
1 source rowRow 1 · 2025-12-10 · Purchase · Acquired 25,000 · Balance 18,751,125 |
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 10, 2025 Filed Dec 12, 2025 17:12 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 25,000 | $0.93 | $23,175.00 |
DisclosureSEC source: 0001171200-25-000281 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,751,125 Read SEC document |
| December 03, 2025 Filed Dec 4, 2025 14:00 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 15,352 | $1.03 | $15,735.80 |
DisclosureSEC source: 0001171200-25-000279 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,726,125 Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 16:26 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 20,000 | $1.05 | $20,960.00 |
DisclosureSEC source: 0001171200-25-000277 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,710,773 Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 19:06 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 50,000 | $1.00 | $49,845.00 |
DisclosureSEC source: 0001171200-25-000259 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,690,773 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 19:34 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 50,000 | $1.05 | $52,550.00 |
DisclosureSEC source: 0001171200-25-000026 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,640,773 Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:09 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 47,600 | $1.10 | $52,407.60 |
DisclosureSEC source: 0001171200-25-000024 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,590,773 Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 20:58 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 32,258 | $1.06 | $34,032.19 |
DisclosureSEC source: 0001171200-25-000019 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,543,173 Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 16:28 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 42,149 | $1.72 | $72,538.43 |
DisclosureSEC source: 0001171200-24-000365 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,510,915 Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 15:58 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 50,000 | $1.51 | $75,350.00 |
DisclosureSEC source: 0001171200-24-000343 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,468,766 Read SEC document |
| May 21, 2024 Filed May 22, 2024 19:05 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 80,000 | $1.35 | $107,760.00 |
DisclosureSEC source: 0001171200-24-000212 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,418,766 Read SEC document |
| March 18, 2024 Filed Mar 19, 2024 18:48 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 50,000 | $1.36 | $68,000.00 |
DisclosureSEC source: 0001171200-24-000052 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,338,766 Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 19:27 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 25,000 | $1.11 | $27,667.50 |
DisclosureSEC source: 0001171200-24-000049 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,288,766 Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 19:54 UTC | Marygold Companies, Inc. MGLD · Entity 7257 | PurchaseCommon Stock | 13,751 | $1.11 | $15,236.11 |
DisclosureSEC source: 0001171200-24-000021 · ownership.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,263,766 Read SEC document |
| February 08, 2019 Filed Feb 8, 2019 23:11 UTC | Marygold Companies, Inc. CNCG · Entity 7257 | ConversionSeries B Voting, Convertible Preferred Stock · Derivative | 383,919 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-002174 · rdgdoc.xml · derivative · entry 2 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,678,380 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each share of the Series B Voting, Convertible Preferred Stock is convertible into 20 shares of common stock. F1 · kind: On February 7, 2019, the Reporting Person converted an aggregate 383,919 Series B Voting, Convertible Preferred Stock into 7,678,380 shares of common stock. The cost basis of the conversion is $0.00 per share. The Company completed a 1:30 reverse stock split on December 15, 2017 (the "Reverse Split"). The amount of securities beneficially owned reflects the Reverse Split. F1 · price: On February 7, 2019, the Reporting Person converted an aggregate 383,919 Series B Voting, Convertible Preferred Stock into 7,678,380 shares of common stock. The cost basis of the conversion is $0.00 per share. The Company completed a 1:30 reverse stock split on December 15, 2017 (the "Reverse Split"). The amount of securities beneficially owned reflects the Reverse Split. F4 · derivative.expiration_date: These derivatives do not expire. F2 · ownership.direct: Nicholas Gerber and Melinda Gerber have voting dispositive control over the shares beneficially owned by the Nicholas and Melinda Gerber Living Trust. Read SEC document |
| February 07, 2019 Filed Feb 8, 2019 23:11 UTC | Marygold Companies, Inc. CNCG · Entity 7257 | ConversionCommon Stock | 7,678,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002174 · rdgdoc.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,130,015 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: On February 7, 2019, the Reporting Person converted an aggregate 383,919 Series B Voting, Convertible Preferred Stock into 7,678,380 shares of common stock. The cost basis of the conversion is $0.00 per share. The Company completed a 1:30 reverse stock split on December 15, 2017 (the "Reverse Split"). The amount of securities beneficially owned reflects the Reverse Split. F1 · kind: On February 7, 2019, the Reporting Person converted an aggregate 383,919 Series B Voting, Convertible Preferred Stock into 7,678,380 shares of common stock. The cost basis of the conversion is $0.00 per share. The Company completed a 1:30 reverse stock split on December 15, 2017 (the "Reverse Split"). The amount of securities beneficially owned reflects the Reverse Split. F1 · price: On February 7, 2019, the Reporting Person converted an aggregate 383,919 Series B Voting, Convertible Preferred Stock into 7,678,380 shares of common stock. The cost basis of the conversion is $0.00 per share. The Company completed a 1:30 reverse stock split on December 15, 2017 (the "Reverse Split"). The amount of securities beneficially owned reflects the Reverse Split. F2 · ownership.direct: Nicholas Gerber and Melinda Gerber have voting dispositive control over the shares beneficially owned by the Nicholas and Melinda Gerber Living Trust. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 22:24 UTC | Marygold Companies, Inc. cncg · Entity 7257 | OtherSeries B Voting, Convertible, Preferred Stock · Derivative | 9,354,119 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001632685-16-000001 · primary_doc.xml · derivative · entry 2 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,517,552 Underlying: Common Stock · 187,082,380 shares Expires not disclosed F1 · date: On September 19, 2016, Concierge Technologies, Inc., a Nevada corporation (the "Company"), entered into a conditional Stock Purchase Agreement (the "Agreement"), dated September 19, 2016, with Wainwright Holdings, Inc., a Delaware corporation ("Wainwright") and certain shareholders of Wainwright (the "Sellers"). The Agreement closed on December 9, 2016, resulting in the acquisition of shares as reported on this Form 4. A copy of the Agreement can be found on the Company's Form 8-K filed with the Commission on September 20, 2016. F1 · kind: On September 19, 2016, Concierge Technologies, Inc., a Nevada corporation (the "Company"), entered into a conditional Stock Purchase Agreement (the "Agreement"), dated September 19, 2016, with Wainwright Holdings, Inc., a Delaware corporation ("Wainwright") and certain shareholders of Wainwright (the "Sellers"). The Agreement closed on December 9, 2016, resulting in the acquisition of shares as reported on this Form 4. A copy of the Agreement can be found on the Company's Form 8-K filed with the Commission on September 20, 2016. F5 · derivative.exercise_date: Each share of the Series B Voting, Convertible, Preferred Stock is convertible into 20 shares of common stock at any time (except as restricted below), at the holder's election, and has no expiration date. A holder of shares of Series B Voting, Convertible, Preferred Stock may not exercise its conversion rights until after 270 days after the date of issuance of the shares and, if exercised, must be exercised with regard to all shares of the series held by such holder and, provided further, no conversion shall take place until the Company has amended its Articles of Incorporation to ensure there are authorized shares of common stock at least sufficient to allow all shares of this Series to be converted into common stock. F5 · derivative.expiration_date: Each share of the Series B Voting, Convertible, Preferred Stock is convertible into 20 shares of common stock at any time (except as restricted below), at the holder's election, and has no expiration date. A holder of shares of Series B Voting, Convertible, Preferred Stock may not exercise its conversion rights until after 270 days after the date of issuance of the shares and, if exercised, must be exercised with regard to all shares of the series held by such holder and, provided further, no conversion shall take place until the Company has amended its Articles of Incorporation to ensure there are authorized shares of common stock at least sufficient to allow all shares of this Series to be converted into common stock. F4 · ownership.direct: Nicholas Gerber and Melinda Gerber have voting dispositive control over the shares beneficially owned by the Nicholas Melinda Gerber Living Trust. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 22:24 UTC | Marygold Companies, Inc. cncg · Entity 7257 | OtherCommon stock | 286,882,373 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001632685-16-000001 · primary_doc.xml · nonDerivative · entry 1 Nicholas & Melinda Gerber Living Trust · CIK 0001632685 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,549,040 F1 · security: On September 19, 2016, Concierge Technologies, Inc., a Nevada corporation (the "Company"), entered into a conditional Stock Purchase Agreement (the "Agreement"), dated September 19, 2016, with Wainwright Holdings, Inc., a Delaware corporation ("Wainwright") and certain shareholders of Wainwright (the "Sellers"). The Agreement closed on December 9, 2016, resulting in the acquisition of shares as reported on this Form 4. A copy of the Agreement can be found on the Company's Form 8-K filed with the Commission on September 20, 2016. F1 · kind: On September 19, 2016, Concierge Technologies, Inc., a Nevada corporation (the "Company"), entered into a conditional Stock Purchase Agreement (the "Agreement"), dated September 19, 2016, with Wainwright Holdings, Inc., a Delaware corporation ("Wainwright") and certain shareholders of Wainwright (the "Sellers"). The Agreement closed on December 9, 2016, resulting in the acquisition of shares as reported on this Form 4. A copy of the Agreement can be found on the Company's Form 8-K filed with the Commission on September 20, 2016. F2 · price: The shares were issued at a cost basis of $0.085 per share. F3 · balance_after: The Holder previously reported beneficial ownership on Form 3, filed with the Commission on February 5, 2015. The Company completed a 1:10 reverse stock split on December 15, 2015 (the "Reverse Split"). The amount of securities beneficially owned reflects the Reverse Split. F4 · ownership.direct: Nicholas Gerber and Melinda Gerber have voting dispositive control over the shares beneficially owned by the Nicholas Melinda Gerber Living Trust. 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.