Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expion Energy, Inc.XPON · Entity 8198 | Chief Operating Officer | October 16, 2025 | November 20, 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.
Expion Energy, Inc.
Report date October 16, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 148,925 |
Reported balance
After 2025-10-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-10-16 · Grant · Acquired 100,000 · Balance 148,925 F1: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The RSUs vested in full on October 16, 2025. F2: Includes (i) 115,000 shares of Common Stock, and (ii) 33,925 shares of Common Stock, which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of November 20, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The RSUs vested in full on October 16, 2025.
F2: Includes (i) 115,000 shares of Common Stock, and (ii) 33,925 shares of Common Stock, which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of November 20, 2025.
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 16, 2025 Filed Nov 20, 2025 19:55 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-25-000554 · ownership.xml · nonDerivative · entry 1 Heagen Carson E. · CIK 0002064217 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,925 F1 · shares: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The RSUs vested in full on October 16, 2025. F2 · balance_after: Includes (i) 115,000 shares of Common Stock, and (ii) 33,925 shares of Common Stock, which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of November 20, 2025. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 21:56 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantStock Option (Right to Buy) · Derivative | 32,966 | $0.00 Strike: $0.77 | $0.00 |
DisclosureSEC source: 0001903596-25-000377 · ownership.xml · derivative · entry 1 Heagen Carson E. · CIK 0002064217 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,966 Underlying: Common Stock · 32,966 shares Expires 2035-07-31 F1 · derivative.exercise_price: The exercise price of the Options (as defined below) was determined based on the closing price of the Issuer's common stock, par value $0.001 per share, on the date the Options were conditionally approved by the compensation committee of the board of directors. F2 · shares: Reflects a grant of stock options (the "Options") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan (the "Plan"). The Options were approved by the compensation committee of the board of directors on April 9, 2025, subject to stockholder approval of an increase in the number of shares available for issuance under the Plan under which the Options were granted (the "Plan Amendment"). The Plan Amendment was approved by stockholders on July 31, 2025. The Options vested in full and became immediately exercisable on July 31, 2025. Read SEC document |
| April 09, 2025 Filed Apr 10, 2025 18:58 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-25-000181 · ownership.xml · nonDerivative · entry 1 Heagen Carson E. · CIK 0002064217 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,897 F1 · shares: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The RSUs vested in full on April 9, 2025. F2 · balance_after: Includes (i) 15,000 RSUs, which were granted to the Reporting Person on April 9, 2025 as reported herein, and (ii) 897 shares of Common Stock, which the Reporting Person has the right to acquire upon the exercise of stock options exercisable within 60 days of April 10, 2025. 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.