Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XBP Global Holdings, Inc.XBP · Entity 7388 | Director | September 17, 2026 | September 21, 2026 |
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.
XBP Global Holdings, Inc.
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 91,442 |
Reported balance
After 2026-09-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 66,823 · Balance 91,442 F1: Represents Restricted Stock Units ("RSUs") issued to the Reporting Person under the Company's 2024 Stock Incentive Plan, as amended (the "Plan"). The RSUs are scheduled to vest in full on August 1, 2027 subject to the terms of the Plan. Each RSU represents the right to receive one share of the Issuer's common stock on vesting. F2: On December 12, 2025, the Issuer's common stock reverse split 1-for-10 (the "Reverse Split"), resulting in a decrease of 221,562 shares in the reporting person's ownership of common stock. Includes RSUs previously granted to the Reporting Person under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units ("RSUs") issued to the Reporting Person under the Company's 2024 Stock Incentive Plan, as amended (the "Plan"). The RSUs are scheduled to vest in full on August 1, 2027 subject to the terms of the Plan. Each RSU represents the right to receive one share of the Issuer's common stock on vesting.
F2: On December 12, 2025, the Issuer's common stock reverse split 1-for-10 (the "Reverse Split"), resulting in a decrease of 221,562 shares in the reporting person's ownership of common stock. Includes RSUs previously granted to the Reporting Person under the Plan.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 21, 2026 22:01 UTC | XBP Global Holdings, Inc. XBP · Entity 7388 | GrantCommon Stock, par value $0.0001 per share | 66,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-109378 · tm2625819-5_4seq1.xml · nonDerivative · entry 1 Srivastava Sanjay · CIK 0002080117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,442 F1 · shares: Represents Restricted Stock Units ("RSUs") issued to the Reporting Person under the Company's 2024 Stock Incentive Plan, as amended (the "Plan"). The RSUs are scheduled to vest in full on August 1, 2027 subject to the terms of the Plan. Each RSU represents the right to receive one share of the Issuer's common stock on vesting. F2 · balance_after: On December 12, 2025, the Issuer's common stock reverse split 1-for-10 (the "Reverse Split"), resulting in a decrease of 221,562 shares in the reporting person's ownership of common stock. Includes RSUs previously granted to the Reporting Person under the Plan. Read SEC document |
| September 24, 2025 Filed Sep 27, 2025 00:31 UTC | XBP Global Holdings, Inc. XBP · Entity 7388 | GrantCommon Stock, par value $0.0001 per share | 40,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-093997 · tm2527058-2_4seq1.xml · nonDerivative · entry 1 Srivastava Sanjay · CIK 0002080117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,181 F1 · shares: Represents Restricted Stock Units ("RSUs") issued to the Reporting Person under the Company's 2024 Stock Incentive Plan, as amended (the "Plan"). The RSUs are scheduled to vest in full on September 24, 2026 subject to the terms of the Plan. Each RSU represents the right to receive one share of the Issuer's common stock on vesting. F2 · balance_after: Includes RSUs previously granted to the Reporting Person under the Plan. Read SEC document |
| September 09, 2025 Filed Sep 12, 2025 01:36 UTC | XBP Global Holdings, Inc. XBP · Entity 7388 | GrantCommon Stock, par value $0.0001 per share | 205,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001410578-25-002221 · tm2525959-5_4seq1.xml · nonDerivative · entry 1 Srivastava Sanjay · CIK 0002080117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,858 F1 · shares: Represents Restricted Stock Units ("RSUs") issued to the Reporting Person under the Company's 2024 Stock Incentive Plan, as amended. The RSUs are scheduled to vest in full on August 1, 2026. 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.