Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PSQ Holdings, Inc.PSQH · Entity 7679 | Chief People Officer | November 13, 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.
PSQ Holdings, Inc.
Report date November 13, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 239,843 |
Reported balance
After 2025-11-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-13 · Sale · Disposed 23,310 · Balance 239,843 F1: The shares were sold to cover taxes associated with the settlement of stock units. F2: Reflects the weighted average price of 23,310 shares of common stock of PSQ Holdings, Inc. sold by the reporting person in multiple transactions on November 13, 2025 with sale prices ranging from $1.425 to $1.745 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. F3: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. |
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 252,876 |
Reported balance
After 2025-11-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-11-14 · Purchase · Acquired 9,400 · Balance 252,876 F4: The Reporting Person has agreed to disgorge to the Issuer all statutory "profits" pursuant to Section 16(b) of the Securities Exchange Act of 1934, as amended, that resulted from the transactions reported herein. F5: Reflects the weighted average price of 9,400 shares of common stock of PSQ Holdings, Inc. purchased by the reporting person in multiple transactions on November 14, 2025 with purchase prices ranging from $1.60 to $1.61 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold to cover taxes associated with the settlement of stock units.
F2: Reflects the weighted average price of 23,310 shares of common stock of PSQ Holdings, Inc. sold by the reporting person in multiple transactions on November 13, 2025 with sale prices ranging from $1.425 to $1.745 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F3: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan.
F4: The Reporting Person has agreed to disgorge to the Issuer all statutory "profits" pursuant to Section 16(b) of the Securities Exchange Act of 1934, as amended, that resulted from the transactions reported herein.
F5: Reflects the weighted average price of 9,400 shares of common stock of PSQ Holdings, Inc. purchased by the reporting person in multiple transactions on November 14, 2025 with purchase prices ranging from $1.60 to $1.61 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price.
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 14, 2025 Filed Nov 18, 2025 01:08 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | PurchaseClass A Common Stock, par value $0.0001 per share | 9,400 | $1.61 | $15,102.04 |
DisclosureSEC source: 0001985192-25-000007 · form4-11182025_011125.xml · nonDerivative · entry 2 Hebert Michael Robert · CIK 0001985192 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,876 F4 · shares: The Reporting Person has agreed to disgorge to the Issuer all statutory "profits" pursuant to Section 16(b) of the Securities Exchange Act of 1934, as amended, that resulted from the transactions reported herein. F5 · price: Reflects the weighted average price of 9,400 shares of common stock of PSQ Holdings, Inc. purchased by the reporting person in multiple transactions on November 14, 2025 with purchase prices ranging from $1.60 to $1.61 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| November 13, 2025 Filed Nov 18, 2025 01:08 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | SaleClass A Common Stock, par value $0.0001 per share | 23,310 | $1.55 | $36,130.50 |
DisclosureSEC source: 0001985192-25-000007 · form4-11182025_011125.xml · nonDerivative · entry 1 Hebert Michael Robert · CIK 0001985192 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,843 F1 · shares: The shares were sold to cover taxes associated with the settlement of stock units. F2 · price: Reflects the weighted average price of 23,310 shares of common stock of PSQ Holdings, Inc. sold by the reporting person in multiple transactions on November 13, 2025 with sale prices ranging from $1.425 to $1.745 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| January 29, 2025 Filed Feb 1, 2025 01:38 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000029 · primary_doc.xml · nonDerivative · entry 7 Hebert Michael Robert · CIK 0001985192 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,153 F6 · shares: The securities reported in Column 4 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock. The 150,000 RSUs vest as follows: 50,000 RSUs vest on February 1, 2026, 50,000 RSUs vest on February 1, 2027, and 50,000 RSUs vest on February 1, 2028, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan and subject to the Reporting Person's continued employment with the Issuer. F2 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| September 25, 2024 Filed Feb 1, 2025 01:38 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 12,177 | $2.41 | $29,346.57 |
DisclosureSEC source: 0001474506-25-000029 · primary_doc.xml · nonDerivative · entry 6 Hebert Michael Robert · CIK 0001985192 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,153 F2 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| September 25, 2024 Filed Feb 1, 2025 01:38 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionClass A Common Stock, par value $0.0001 per share | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000029 · primary_doc.xml · nonDerivative · entry 5 Hebert Michael Robert · CIK 0001985192 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,330 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. F5 · kind: The grant of 50,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F5 · shares: The grant of 50,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F5 · price: The grant of 50,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F2 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| September 24, 2024 Filed Feb 1, 2025 01:38 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionRestricted Stock Unit · Derivative | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000029 · primary_doc.xml · derivative · entry 8 Hebert Michael Robert · CIK 0001985192 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,334 Underlying: Class A Common Stock, par value $0.0001 per share · 16,666 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. F5 · derivative.exercise_price: The grant of 50,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F5 · kind: The grant of 50,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F5 · price: The grant of 50,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F5 · derivative.exercise_date: The grant of 50,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F5 · derivative.expiration_date: The grant of 50,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. Read SEC document |
| September 01, 2024 Filed Feb 1, 2025 01:38 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 2,789 | $2.69 | $7,502.41 |
DisclosureSEC source: 0001474506-25-000029 · primary_doc.xml · nonDerivative · entry 4 Hebert Michael Robert · CIK 0001985192 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,664 F2 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| March 18, 2024 Filed Feb 1, 2025 01:38 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000029 · primary_doc.xml · nonDerivative · entry 3 Hebert Michael Robert · CIK 0001985192 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,453 F4 · shares: The grant of 50,000 RSUs made to the reporting person on March 18, 2024, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F2 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| March 18, 2024 Filed Feb 1, 2025 01:38 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 11,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000029 · primary_doc.xml · nonDerivative · entry 2 Hebert Michael Robert · CIK 0001985192 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,453 F3 · shares: The grant of 11,453 RSUs made to the reporting person on March 18, 2024, vested in full on September 1, 2024. F2 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| January 26, 2024 Filed Feb 1, 2025 01:38 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000029 · primary_doc.xml · nonDerivative · entry 1 Hebert Michael Robert · CIK 0001985192 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 F1 · shares: The grant of 50,000 restricted stock units ("RSUs") made to the reporting person on January 26, 2024, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock, par value $0.0001 per share (the "Class A Common Stock") upon vesting of the unit. F2 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| September 25, 2023 Filed Oct 5, 2023 23:15 UTC | PSQ Holdings, Inc. PSQHX · Entity 7679 | GrantRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-23-000340 · primary_doc.xml · derivative · entry 1 Hebert Michael Robert · CIK 0001985192 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · derivative.exercise_price: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · kind: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · price: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.exercise_date: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.expiration_date: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. 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.