Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dominari Holdings Inc.DOMH · Entity 7162 | Director | February 18, 2025 | September 30, 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.
Dominari Holdings Inc.
Report date February 18, 2025 · Filed September 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 181,613 |
Reported balance
After 2025-02-18 transaction · row 1
1 source rowRow 1 · 2025-02-18 · Grant · Acquired 150,000 · Balance 181,613 F1: On February 18, 2025, the Reporting Person was issued an aggregate of 150,000 shares of restricted stock pursuant to the Advisory Board Agreement, by and between the Reporting Person and the Issuer. |
| Series A Warrants (right to buy)SEC Table II · derivative / convertible security | Direct | 21,613 |
Reported balance
Holding disclosure · report date 2025-02-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 21,613 F2: The Reporting Person holds Series A Warrants, which have an exercise price of $3.72 per share and expire February 14, 2030, and Series B Warrants, which have an exercise price of $4.22 and expire February 14, 2030, of the Issuer which were purchased in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. |
| Series B Warrants (right to buy)SEC Table II · derivative / convertible security | Direct | 21,613 |
Reported balance
Holding disclosure · report date 2025-02-18 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 21,613 F2: The Reporting Person holds Series A Warrants, which have an exercise price of $3.72 per share and expire February 14, 2030, and Series B Warrants, which have an exercise price of $4.22 and expire February 14, 2030, of the Issuer which were purchased in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 18, 2025, the Reporting Person was issued an aggregate of 150,000 shares of restricted stock pursuant to the Advisory Board Agreement, by and between the Reporting Person and the Issuer.
F2: The Reporting Person holds Series A Warrants, which have an exercise price of $3.72 per share and expire February 14, 2030, and Series B Warrants, which have an exercise price of $4.22 and expire February 14, 2030, of the Issuer which were purchased in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47.
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 |
|---|---|---|---|---|---|---|
| February 18, 2025 Filed Sep 30, 2025 20:30 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | GrantCommon Stock | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-093986 · ownership.xml · nonDerivative · entry 1 Lieberman Ronald Craig · CIK 0002086950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,613 F1 · shares: On February 18, 2025, the Reporting Person was issued an aggregate of 150,000 shares of restricted stock pursuant to the Advisory Board Agreement, by and between the Reporting Person and the Issuer. F1 · price: On February 18, 2025, the Reporting Person was issued an aggregate of 150,000 shares of restricted stock pursuant to the Advisory Board Agreement, by and between the Reporting Person and the Issuer. Read SEC document |
| February 10, 2025 Filed Sep 30, 2025 20:30 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | PurchaseSeries B Warrants (right to buy) · Derivative | 21,613 | Not disclosed Strike: $4.22 | Not disclosed |
DisclosureSEC source: 0001213900-25-093985 · ownership.xml · derivative · entry 4 Lieberman Ronald Craig · CIK 0002086950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,613 Underlying: Common Stock · 21,613 shares Expires 2030-02-12 F1 · price: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. F1 · derivative.underlying_shares: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. Read SEC document |
| February 10, 2025 Filed Sep 30, 2025 20:30 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | PurchaseSeries A Warrants (right to buy) · Derivative | 21,613 | Not disclosed Strike: $3.72 | Not disclosed |
DisclosureSEC source: 0001213900-25-093985 · ownership.xml · derivative · entry 3 Lieberman Ronald Craig · CIK 0002086950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,613 Underlying: Common Stock · 21,613 shares Expires 2030-02-12 F1 · price: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. F1 · derivative.underlying_shares: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. Read SEC document |
| February 10, 2025 Filed Sep 30, 2025 20:30 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | GrantCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-093985 · ownership.xml · nonDerivative · entry 2 Lieberman Ronald Craig · CIK 0002086950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,613 F2 · shares: On February 10, 2025, the Reporting Person was granted 10,000 shares of restricted stock at $3.22 per share pursuant to the Company's 2022 Equity Incentive Plan. F2 · price: On February 10, 2025, the Reporting Person was granted 10,000 shares of restricted stock at $3.22 per share pursuant to the Company's 2022 Equity Incentive Plan. Read SEC document |
| February 10, 2025 Filed Sep 30, 2025 20:30 UTC | Dominari Holdings Inc. DOMH · Entity 7162 | PurchaseCommon Stock | 21,613 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-093985 · ownership.xml · nonDerivative · entry 1 Lieberman Ronald Craig · CIK 0002086950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,613 F1 · shares: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. F1 · price: On February 10, 2025, the Reporting Person purchased shares of the Issuer's common stock together with Series A Warrants and Series B Warrants in the Issuer's private placement offering which closed on February 12, 2025, at a combined offering price of $3.47. 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.