Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AIM ImmunoTech Inc.AIM · Entity 8131 | Director | July 17, 2025 | July 21, 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.
AIM ImmunoTech Inc.
Report date July 17, 2025 · Filed July 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Kelvest LP | 34,255 |
Reported balance
Holding disclosure · report date 2025-07-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 34,255 F1: The reporting person transferred all of his shares owned beneficially to Kelvest I LP. The shares listed here include these shares. F2: Shares held by Kelvest I LP, for which the reporting person serves as Manager of T&M Partners LLC, General Partner of Kelvest I LP. |
| Common StockSEC Table I · non-derivative | IndirectBy Beta Fund Investment Club | 2,700 |
Reported balance
Holding disclosure · report date 2025-07-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,700 F3: Shares held by the Beta Fund Investment Club, for which the reporting person serves as the manager and is an investor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Kellner,Ted Combined Profit Sharing/Money Purchase Plan | 250 |
Reported balance
Holding disclosure · report date 2025-07-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 250 F4: Shares held by the Kellner, Ted Combined Profit Sharing/Money Purchase Plan, for which the reporting person serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person transferred all of his shares owned beneficially to Kelvest I LP. The shares listed here include these shares.
F2: Shares held by Kelvest I LP, for which the reporting person serves as Manager of T&M Partners LLC, General Partner of Kelvest I LP.
F3: Shares held by the Beta Fund Investment Club, for which the reporting person serves as the manager and is an investor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
F4: Shares held by the Kellner, Ted Combined Profit Sharing/Money Purchase Plan, for which the reporting person serves as trustee.
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 |
|---|---|---|---|---|---|---|
| April 11, 2025 Filed Apr 23, 2025 20:35 UTC | AIM ImmunoTech Inc. AIM · Entity 8131 | PurchaseCommon Stock | 1,968,504 | $0.03 | $50,000.00 |
DisclosureSEC source: 0001641172-25-005860 · ownership.xml · nonDerivative · entry 1 KELLNER TED D · CIK 0001187524 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,969,504 F1 · date: Shares purchased pursuant to a purchase agreement executed on April 11, 2025, but first required approval from the NYSE American which was received on April 21, 2025. 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.