Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cannaisseur Group Inc.TCRG · Entity 9077 | Director | July 23, 2025 | August 15, 2025 |
| Mitesco, Inc.MITI · Entity 8540 | Director | June 30, 2025 | August 06, 2025 |
| UNLOCKD, Inc.BFCH · Entity 8711 | Chief Executive Officer · 10% owner | September 05, 2025 | September 05, 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.
Cannaisseur Group Inc.
Report date July 23, 2025 · Filed August 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,500,000 |
Reported balance
After 2025-07-23 transaction · row 1
1 source rowRow 1 · 2025-07-23 · Grant · Acquired 1,500,000 · Balance 2,500,000 |
Mitesco, Inc.
Report date June 30, 2025 · Filed August 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 268,178 |
Reported balance
After 2025-06-30 transaction · row 1
1 source rowRow 1 · 2025-06-30 · Grant · Acquired 4,063 · Balance 268,178 |
UNLOCKD, Inc.
Report date September 05, 2025 · Filed September 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Pref D (super-voting)SEC Table I · non-derivative | Direct | 51 |
Reported balance
Holding disclosure · report date 2025-09-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 51 |
| Common StockSEC Table I · non-derivative | Direct | 10,323,750 |
Reported balance
Holding disclosure · report date 2025-09-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,323,750 |
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 |
|---|---|---|---|---|---|---|
| July 23, 2025 Filed Aug 15, 2025 13:11 UTC | Cannaisseur Group Inc. TCRG · Entity 9077 | GrantCommon Stock | 1,500,000 | $0.27 | $408,600.00 |
DisclosureSEC source: 0001185185-25-001004 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500,000 Read SEC document |
| June 30, 2025 Filed Aug 6, 2025 15:39 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 4,063 | $0.37 | $1,516.72 |
DisclosureSEC source: 0001185185-25-000902 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,178 Read SEC document |
| April 24, 2025 Filed Apr 29, 2025 20:51 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 847 | $0.59 | $499.73 |
DisclosureSEC source: 0001185185-25-000362 · ownership.xml · nonDerivative · entry 2 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,115 Read SEC document |
| April 24, 2025 Filed Apr 29, 2025 20:51 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 1,136 | $0.44 | $499.84 |
DisclosureSEC source: 0001185185-25-000362 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,268 Read SEC document |
| January 15, 2025 Filed Jan 21, 2025 15:18 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 1,471 | $0.34 | $500.14 |
DisclosureSEC source: 0001185185-25-000035 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,132 Read SEC document |
| December 15, 2024 Filed Dec 30, 2024 17:36 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 1,250 | $0.40 | $500.00 |
DisclosureSEC source: 0001185185-24-001225 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,661 Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 13:02 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 909 | $0.55 | $499.95 |
DisclosureSEC source: 0001185185-24-001160 · ownership.xml · nonDerivative · entry 3 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,411 Read SEC document |
| November 13, 2024 Filed Nov 20, 2024 13:02 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 877 | $0.57 | $499.89 |
DisclosureSEC source: 0001185185-24-001160 · ownership.xml · nonDerivative · entry 2 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,502 Read SEC document |
| November 13, 2024 Filed Nov 20, 2024 13:02 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 150,000 | $4.00 | $600,000.00 |
DisclosureSEC source: 0001185185-24-001160 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,625 Read SEC document |
| September 16, 2024 Filed Nov 5, 2024 18:10 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 1,875 | $0.80 | $1,500.00 |
DisclosureSEC source: 0001185185-24-001077 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,625 Read SEC document |
| July 29, 2024 Filed Aug 6, 2024 16:21 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 100,000 | $0.25 | $25,000.00 |
DisclosureSEC source: 0001185185-24-000760 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,750 Read SEC document |
| June 26, 2024 Filed Jul 12, 2024 14:33 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 1,875 | $0.80 | $1,500.00 |
DisclosureSEC source: 0001185185-24-000686 · ownership.xml · nonDerivative · entry 2 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,750 Read SEC document |
| March 19, 2024 Filed Jul 12, 2024 14:33 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantCommon Stock | 1,875 | $0.80 | $1,500.00 |
DisclosureSEC source: 0001185185-24-000686 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,875 Read SEC document |
| January 16, 2024 Filed Jan 17, 2024 02:23 UTC | Mitesco, Inc. MITI · Entity 8540 | GrantSeries X Preferred | 2,400 | $25.00 | $60,000.00 |
DisclosureSEC source: 0001185185-24-000083 · ownership.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,400 Read SEC document |
| January 24, 2017 Filed Feb 22, 2017 02:53 UTC | Mitesco, Inc. TNTY · Entity 8540 | GrantCommon Stock | 25,000 | $0.10 | $2,500.00 |
DisclosureSEC source: 0001696942-17-000002 · primary_doc.xml · nonDerivative · entry 2 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 F2 · shares: Restricted common stock granted as consideration for advances against certain of the Company's expenses. Read SEC document |
| December 30, 2016 Filed Feb 22, 2017 02:53 UTC | Mitesco, Inc. TNTY · Entity 8540 | GrantCommon Stock | 100,000 | $0.19 | $19,000.00 |
DisclosureSEC source: 0001696942-17-000002 · primary_doc.xml · nonDerivative · entry 1 Balencic Jordan Paul · CIK 0001696942 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 F1 · shares: Restricted common stock issued as additional compensation for services rendered during the prior 90 days. 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.