Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sugarmade, Inc.SGMD · Entity 152499 | Chief Strategy Officer · 10% owner · Investor | October 31, 2019 | January 07, 2020 |
| iPower Inc.IPW · Entity 8399 | Director · CEO & Chairman · 10% owner | November 12, 2025 | November 13, 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.
Sugarmade, Inc.
Report date October 31, 2019 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Convertible Preferred StockSEC Table I · non-derivative | Direct | 294,448 |
Reported balance
After 2019-10-31 transaction · row 1
1 source rowRow 1 · 2019-10-31 · Grant · Acquired 294,448 · Balance 294,448 |
iPower Inc.
Report date November 12, 2025 · Filed November 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 207,866 |
Reported balance
After 2025-11-12 transaction · row 1
1 source rowRow 1 · 2025-11-12 · Grant · Acquired 81,136 · Balance 207,866 F1: On November 12, 2025, the Reporting Person was grated 81,136 RSUs calculated based on the closing price on the grate date. The RSUs vested immediately. F2: Settlement of the vested RSUs shall occur on the earliest of the following Code Section 409A-permitted payment events: (1) change of control of the Company that qualifies as a "change in control event" as defined under Code Section 409A; (2) Reporting Person's separation from service (subject to any required delay under the Amended and Restated 2020 Equity Incentive Plan; (3) upon Reporting Person's death or disability, or (4) in the event of an "unforeseeable financial emergency," as defined under Code Section 409A. |
| Common StockSEC Table I · non-derivative | IndirectHeld by TCL 23 NV Revocable Trust | 133,334 |
Reported balance
Holding disclosure · report date 2025-11-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 133,334 F3: Held by TCL 23 NV Revocable Trust, a trust beneficially owned by the Reporting Person, which shares were previously held by the Reporting Person directly. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 12, 2025, the Reporting Person was grated 81,136 RSUs calculated based on the closing price on the grate date. The RSUs vested immediately.
F2: Settlement of the vested RSUs shall occur on the earliest of the following Code Section 409A-permitted payment events: (1) change of control of the Company that qualifies as a "change in control event" as defined under Code Section 409A; (2) Reporting Person's separation from service (subject to any required delay under the Amended and Restated 2020 Equity Incentive Plan; (3) upon Reporting Person's death or disability, or (4) in the event of an "unforeseeable financial emergency," as defined under Code Section 409A.
F3: Held by TCL 23 NV Revocable Trust, a trust beneficially owned by the Reporting Person, which shares were previously held by the Reporting Person directly.
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 12, 2025 Filed Nov 13, 2025 21:40 UTC | iPower Inc. IPW · Entity 8399 | GrantCommon Stock | 81,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-008344 · ownership.xml · nonDerivative · entry 1 TAN CHENLONG · CIK 0001738954 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,866 F1 · shares: On November 12, 2025, the Reporting Person was grated 81,136 RSUs calculated based on the closing price on the grate date. The RSUs vested immediately. F2 · shares: Settlement of the vested RSUs shall occur on the earliest of the following Code Section 409A-permitted payment events: (1) change of control of the Company that qualifies as a "change in control event" as defined under Code Section 409A; (2) Reporting Person's separation from service (subject to any required delay under the Amended and Restated 2020 Equity Incentive Plan; (3) upon Reporting Person's death or disability, or (4) in the event of an "unforeseeable financial emergency," as defined under Code Section 409A. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 08:00 UTC | iPower Inc. IPW · Entity 8399 | PurchaseCommon Stock | 10,000 | $0.69 | $6,850.00 |
DisclosureSEC source: 0001683168-24-008411 · ownership.xml · nonDerivative · entry 1 TAN CHENLONG · CIK 0001738954 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,073,334 Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 19:38 UTC | iPower Inc. IPW · Entity 8399 | GrantStock Options · Derivative | 1,200,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001683168-24-006155 · ownership.xml · derivative · entry 1 TAN CHENLONG · CIK 0001738954 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200,000 Underlying: Common Stock · 1,200,000 shares Expires not disclosed F1 · derivative.exercise_date: The reporting person received 1,200,000 stock options ("Stock Options") under the Issuer's 2020 Equity Incentive Plan, of which 30,000 Stock Options vested on the grant date (August 29, 2024), and 32,500 Stock Options will vest on the first day of each month from September 1, 2024 to August 1, 2027. F1 · derivative.expiration_date: The reporting person received 1,200,000 stock options ("Stock Options") under the Issuer's 2020 Equity Incentive Plan, of which 30,000 Stock Options vested on the grant date (August 29, 2024), and 32,500 Stock Options will vest on the first day of each month from September 1, 2024 to August 1, 2027. Read SEC document |
| May 21, 2024 Filed May 21, 2024 20:57 UTC | iPower Inc. IPW · Entity 8399 | PurchaseCommon Stock | 20,000 | $1.55 | $30,900.00 |
DisclosureSEC source: 0001683168-24-003769 · ownership.xml · nonDerivative · entry 1 TAN CHENLONG · CIK 0001738954 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,063,334 Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 16:20 UTC | iPower Inc. IPW · Entity 8399 | PurchaseCommon Stock | 10,000 | $0.68 | $6,790.00 |
DisclosureSEC source: 0001683168-23-003861 · ownership.xml · nonDerivative · entry 2 TAN CHENLONG · CIK 0001738954 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,043,334 Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 16:20 UTC | iPower Inc. IPW · Entity 8399 | PurchaseCommon Stock | 10,000 | $0.66 | $6,560.00 |
DisclosureSEC source: 0001683168-23-003861 · ownership.xml · nonDerivative · entry 1 TAN CHENLONG · CIK 0001738954 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,033,334 Read SEC document |
| October 31, 2019 Filed Jan 7, 2020 15:01 UTC | Sugarmade, Inc. SGMD · Entity 152499 | GrantClass B Convertible Preferred Stock | 294,448 | $9.19 | $2,705,977.12 |
DisclosureSEC source: 0001520138-20-000011 · ownership.xml · nonDerivative · entry 1 TAN CHENLONG · CIK 0001738954 · Chief Strategy Officer · 10% owner · Investor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,448 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.