Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vivakor, Inc.VIVK · Entity 8503 | Director · CEO · 10% owner | November 10, 2025 | November 18, 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.
Vivakor, Inc.
Report date November 10, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Par Value $0.001SEC Table I · non-derivative | IndirectBeneficial Ownership thru Jorgan Development, LLC and JBAH Holdings, LLC | 17,878,560 |
Reported balance
After 2025-11-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-11-10 · Other · Disposed 2,979,456 · Balance 17,878,560 F1: Transaction Code J-Shares were transferred to a financial institution as collateral under the terms of the loan agreement. Shares were valued based on closing price of the Issuer's common stock on 11/10/2025. Value to be applied against the loan balance. |
| Common Stock Par Value $0.001SEC Table I · non-derivative | IndirectBeneficial ownership thru Jorgan Development, LLC and JBAH Holdings, LLC | 17,848,464 |
Reported balance
After 2025-11-10 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-11-10 · Other · Disposed 30,096 · Balance 17,848,464 F1: Transaction Code J-Shares were transferred to a financial institution as collateral under the terms of the loan agreement. Shares were valued based on closing price of the Issuer's common stock on 11/10/2025. Value to be applied against the loan balance. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction Code J-Shares were transferred to a financial institution as collateral under the terms of the loan agreement. Shares were valued based on closing price of the Issuer's common stock on 11/10/2025. Value to be applied against the loan balance.
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 |
|---|---|---|---|---|---|---|
| November 10, 2025 Filed Nov 18, 2025 23:42 UTC | Vivakor, Inc. VIVK · Entity 8503 | OtherCommon Stock Par Value $0.001 | 30,096 | $0.17 | $5,116.32 |
DisclosureSEC source: 0001829126-25-009285 · ownership.xml · nonDerivative · entry 2 Ballengee James H. · CIK 0001646366 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Beneficial ownership thru Jorgan Development, LLC and JBAH Holdings, LLC Disclosed balance after: 17,848,464 F1 · kind: Transaction Code J-Shares were transferred to a financial institution as collateral under the terms of the loan agreement. Shares were valued based on closing price of the Issuer's common stock on 11/10/2025. Value to be applied against the loan balance. F1 · price: Transaction Code J-Shares were transferred to a financial institution as collateral under the terms of the loan agreement. Shares were valued based on closing price of the Issuer's common stock on 11/10/2025. Value to be applied against the loan balance. Read SEC document |
| November 10, 2025 Filed Nov 18, 2025 23:42 UTC | Vivakor, Inc. VIVK · Entity 8503 | OtherCommon Stock Par Value $0.001 | 2,979,456 | $0.17 | $506,507.52 |
DisclosureSEC source: 0001829126-25-009285 · ownership.xml · nonDerivative · entry 1 Ballengee James H. · CIK 0001646366 · Director · CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Beneficial Ownership thru Jorgan Development, LLC and JBAH Holdings, LLC Disclosed balance after: 17,878,560 F1 · kind: Transaction Code J-Shares were transferred to a financial institution as collateral under the terms of the loan agreement. Shares were valued based on closing price of the Issuer's common stock on 11/10/2025. Value to be applied against the loan balance. F1 · price: Transaction Code J-Shares were transferred to a financial institution as collateral under the terms of the loan agreement. Shares were valued based on closing price of the Issuer's common stock on 11/10/2025. Value to be applied against the loan balance. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 23:17 UTC | Vivakor, Inc. VIVK · Entity 8503 | GrantCommon stock, par value $0.001 | 50,500 | $1.00 | $50,500.00 |
DisclosureSEC source: 0002031476-24-000004 · primary_doc.xml · nonDerivative · entry 3 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Mr. Ballengee has beneficial ownership of shares owned by JBAH Holdings, LLC (80,596 shares). Disclosed balance after: 17,767,867 Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 23:17 UTC | Vivakor, Inc. VIVK · Entity 8503 | GrantCommon stock, par value $0.001 | 4,999,500 | $1.00 | $4,999,500.00 |
DisclosureSEC source: 0002031476-24-000004 · primary_doc.xml · nonDerivative · entry 2 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Mr. Ballengee has beneficial ownership of shares owned by Jorgan Development, LLC (15,021,210). Disclosed balance after: 17,717,367 Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 23:17 UTC | Vivakor, Inc. VIVK · Entity 8503 | GrantCommon stock, par value $0.001 | 369,740 | $0.60 | $223,138.09 |
DisclosureSEC source: 0002031476-24-000004 · primary_doc.xml · nonDerivative · entry 1 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,717,867 Read SEC document |
| June 18, 2024 Filed Aug 6, 2024 20:22 UTC | Vivakor, Inc. VIVK · Entity 8503 | GrantCommon Stock, par value $0.001 | 422,199 | $0.59 | $249,984.03 |
DisclosureSEC source: 0002031476-24-000003 · primary_doc.xml · nonDerivative · entry 6 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,348,127 F5 · price: The average purchase price per share of $0.5921 based on the total price of $250,000.00. Read SEC document |
| June 03, 2024 Filed Aug 6, 2024 20:22 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 1,000 | $1.57 | $1,570.00 |
DisclosureSEC source: 0002031476-24-000003 · primary_doc.xml · nonDerivative · entry 5 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,925,928 Read SEC document |
| May 31, 2024 Filed Aug 6, 2024 20:22 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 12,612 | $1.53 | $19,340.50 |
DisclosureSEC source: 0002031476-24-000003 · primary_doc.xml · nonDerivative · entry 4 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,924,928 F4 · price: The average purchase price per share of $1.5335 based on the total price of $19,340.76. Read SEC document |
| May 30, 2024 Filed Aug 6, 2024 20:22 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 15,139 | $1.52 | $23,064.27 |
DisclosureSEC source: 0002031476-24-000003 · primary_doc.xml · nonDerivative · entry 3 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,912,316 F3 · price: The average purchase price per share of $1.5235 based on the total price of $23,064.46. Read SEC document |
| May 29, 2024 Filed Aug 6, 2024 20:22 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 42,098 | $1.35 | $56,731.26 |
DisclosureSEC source: 0002031476-24-000003 · primary_doc.xml · nonDerivative · entry 2 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,897,177 F2 · price: The average purchase price per share of $1.3476 based on the total price of $56,731.22. Read SEC document |
| May 28, 2024 Filed May 30, 2024 00:41 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 15,277 | $1.37 | $20,929.49 |
DisclosureSEC source: 0001829126-24-003847 · ownership.xml · nonDerivative · entry 3 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,381,074 F3 · kind: The average purchase price per share of $1.37 based on the total price of $20,893.57. F3 · price: The average purchase price per share of $1.37 based on the total price of $20,893.57. Read SEC document |
| May 24, 2024 Filed May 30, 2024 00:41 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 41,381 | $1.27 | $52,553.87 |
DisclosureSEC source: 0001829126-24-003847 · ownership.xml · nonDerivative · entry 2 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,365,797 F2 · kind: The average purchase price per share of $1.27 based on the total price of $52,537.80. F2 · price: The average purchase price per share of $1.27 based on the total price of $52,537.80. Read SEC document |
| May 23, 2024 Filed May 30, 2024 00:41 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 30,744 | $1.29 | $39,659.76 |
DisclosureSEC source: 0001829126-24-003847 · ownership.xml · nonDerivative · entry 1 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,324,416 F1 · kind: The average purchase price per share of $1.29 based on the total price of $39,804.00. F1 · price: The average purchase price per share of $1.29 based on the total price of $39,804.00. Read SEC document |
| April 24, 2024 Filed Apr 25, 2024 21:08 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 47,500 | $1.59 | $75,525.00 |
DisclosureSEC source: 0001829126-24-002785 · ownership.xml · nonDerivative · entry 2 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,293,672 F2 · kind: The average purchase price per share of $1.59 based on the total price of $75,443.10. F2 · price: The average purchase price per share of $1.59 based on the total price of $75,443.10. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 21:08 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 54,500 | $1.44 | $78,480.00 |
DisclosureSEC source: 0001829126-24-002785 · ownership.xml · nonDerivative · entry 1 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,246,172 F1 · kind: The average purchase price per share of $1.44 based on the total price of $78,389.23. F1 · price: The average purchase price per share of $1.44 based on the total price of $78,389.23. Read SEC document |
| April 22, 2024 Filed Apr 23, 2024 23:39 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 138,000 | $1.37 | $189,060.00 |
DisclosureSEC source: 0001829126-24-002728 · ownership.xml · nonDerivative · entry 2 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,191,672 F2 · kind: The average purchase price per share of $1.37 based on the total price of $189,550. F2 · price: The average purchase price per share of $1.37 based on the total price of $189,550. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 23:39 UTC | Vivakor, Inc. VIVK · Entity 8503 | PurchaseCommon Stock, par value $0.001 | 30,000 | $1.12 | $33,600.00 |
DisclosureSEC source: 0001829126-24-002728 · ownership.xml · nonDerivative · entry 1 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,053,672 F1 · kind: The average purchase price per share of $1.12 based on the total price of $33,529. F1 · price: The average purchase price per share of $1.12 based on the total price of $33,529. Read SEC document |
| April 04, 2024 Filed Aug 6, 2024 20:22 UTC | Vivakor, Inc. VIVK · Entity 8503 | GrantCommon Stock, par value $0.001 | 422,199 | $0.59 | $249,984.03 |
DisclosureSEC source: 0002031476-24-000003 · primary_doc.xml · nonDerivative · entry 1 Ballengee James H. · CIK 0001646366 · Director · Chairman, President, & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,497,677 F1 · price: The average purchase price per share of $0.5921 based on the total price of $250,000.00. Read SEC document |
| November 10, 2023 Filed Nov 15, 2023 01:49 UTC | Vivakor, Inc. VIVK · Entity 8503 | OtherCommon Stock, par value $0.001 | 923,672 | $1.08 | $999,967.31 |
DisclosureSEC source: 0001683168-23-008151 · ownership.xml · nonDerivative · entry 2 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,023,672 F2 · kind: The shares issued to James Ballengee pursuant to his employment agreement with the Issuer, pursuant to which $1,000,000 in shares were to be issued priced at the volume weighted average price (VWAP) for the five trading days preceding the effective date of the employment agreement, which was $1.082635 per share. Read SEC document |
| November 10, 2023 Filed Nov 15, 2023 01:49 UTC | Vivakor, Inc. VIVK · Entity 8503 | OtherCommon Stock, par value $0.001 | 7,042,254 | $1.42 | $10,000,000.68 |
DisclosureSEC source: 0001683168-23-008151 · ownership.xml · nonDerivative · entry 1 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,051,806 F1 · kind: Shares issued to Jorgan Development, LLC ("Jorgan"), in exchange for forgiveness and cancellation of the note payable in the amount of $10,000,000.68 per the terms of a Membership Interest Purchase Agreement between Jorgan and the Issuer dated August 1, 2022. F3 · ownership.nature: Mr. Ballengee has beneficial ownership of shares owned by Jorgan Development, LLC (10,021,710 shares) and JBAH Holdings, LLC (30,096 shares). Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 01:16 UTC | Vivakor, Inc. VIVK · Entity 8503 | GrantCommon Stock, par value $0.001 | 44,700 | $1.02 | $45,638.70 |
DisclosureSEC source: 0001683168-22-008092 · ownership.xml · nonDerivative · entry 2 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,109,552 F3 · shares: 32 transactions were executed on November 28, 2022 to purchase an aggregate amount of 44,700 shares with the weighted average share price of $1.021. F2 · ownership.nature: Mr. Ballengee has beneficial ownership of shares owned by Jorgan Development, LLC (2,979,456 shares) and JBAH Holdings, LLC (30,096 shares). Read SEC document |
| November 25, 2022 Filed Nov 30, 2022 01:16 UTC | Vivakor, Inc. VIVK · Entity 8503 | GrantCommon Stock, par value $0.001 | 55,300 | $0.99 | $54,885.25 |
DisclosureSEC source: 0001683168-22-008092 · ownership.xml · nonDerivative · entry 1 Ballengee James H. · CIK 0001646366 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,064,852 F1 · shares: 45 transactions were executed on November 25, 2022 to purchase an aggregate amount of 55,300 shares with the weighted average share price of $0.9925. F2 · ownership.nature: Mr. Ballengee has beneficial ownership of shares owned by Jorgan Development, LLC (2,979,456 shares) and JBAH Holdings, LLC (30,096 shares). 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.