Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTELLINETICS, INC.INLX · Entity 7575 | Director · CHIEF EXECUTIVE OFFICER | June 23, 2025 | June 25, 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.
INTELLINETICS, INC.
Report date June 23, 2025 · Filed June 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,725 |
Ending reported balance
After 2025-06-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-23 · Exercise / conversion · Acquired 25,000 · Balance 83,055 Row 2 · 2025-06-23 · Tax withholding · Disposed 9,330 · Balance 73,725 F1: The reported transaction involved the exercise of a stock option by Mr. DeSocio. The Company withheld an amount of the common stock from the stock option having a fair market value equal to the sum of the exercise price and any amounts required to be withheld for tax purposes and issued the net shares to Mr. DeSocio. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $4.00 · Expires 2029-03-10 | Direct | 102,854 |
Reported balance
After 2025-06-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-23 · Exercise / conversion · Disposed 25,000 · Balance 102,854 F3: The option was granted under the 2015 Intellinetics, Inc. Equity Incentive Plan, and therefore the reporting person paid no price for the option. F2: Currently exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the exercise of a stock option by Mr. DeSocio. The Company withheld an amount of the common stock from the stock option having a fair market value equal to the sum of the exercise price and any amounts required to be withheld for tax purposes and issued the net shares to Mr. DeSocio.
F2: Currently exercisable.
F3: The option was granted under the 2015 Intellinetics, Inc. Equity Incentive Plan, and therefore the reporting person paid no price for the option.
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 |
|---|---|---|---|---|---|---|
| June 23, 2025 Filed Jun 25, 2025 21:06 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Exercise / conversionStock Option · Derivative | 25,000 | Not disclosed Strike: $4.00 | Not disclosed |
DisclosureSEC source: 0001641172-25-016500 · ownership.xml · derivative · entry 3 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,854 Underlying: Common Stock · 25,000 shares Expires 2029-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: The option was granted under the 2015 Intellinetics, Inc. Equity Incentive Plan, and therefore the reporting person paid no price for the option. F2 · derivative.exercise_date: Currently exercisable. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 21:06 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Tax withholdingCommon Stock | 9,330 | $12.88 | $120,170.40 |
DisclosureSEC source: 0001641172-25-016500 · ownership.xml · nonDerivative · entry 2 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,725 F1 · kind: The reported transaction involved the exercise of a stock option by Mr. DeSocio. The Company withheld an amount of the common stock from the stock option having a fair market value equal to the sum of the exercise price and any amounts required to be withheld for tax purposes and issued the net shares to Mr. DeSocio. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 21:06 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Exercise / conversionCommon Stock | 25,000 | $4.00 | $100,000.00 |
DisclosureSEC source: 0001641172-25-016500 · ownership.xml · nonDerivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,055 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:36 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Tax withholdingCommon Stock | 2,965 | $14.28 | $42,340.20 |
DisclosureSEC source: 0001641172-25-002788 · ownership.xml · nonDerivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,055 F1 · security: Stock remitted by Mr. DeSocio to the Company for payment of withholding taxes for currently vesting portion of restricted stock grant originally awarded on April 2, 2024. Read SEC document |
| March 28, 2025 Filed Apr 2, 2025 00:03 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Tax withholdingCommon Stock | 988 | $12.12 | $11,974.56 |
DisclosureSEC source: 0001641172-25-002210 · ownership.xml · nonDerivative · entry 2 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,020 F2 · security: Stock remitted by Mr. Chretien to the Company for payment of withholding taxes for vested portion of grant. Read SEC document |
| March 28, 2025 Filed Apr 2, 2025 00:03 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantCommon Stock | 10,000 | $12.12 | $121,200.00 |
DisclosureSEC source: 0001641172-25-002210 · ownership.xml · nonDerivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,008 F1 · security: Restricted stock granted in exchange for services pursuant to the Company's 2024 Equity Incentive Plan. The stock is 1/3 vested upon grant, 1/3 vested upon the first anniversary, and the remainder vests upon the second anniversary of grant. Read SEC document |
| April 02, 2024 Filed Apr 4, 2024 22:46 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Tax withholdingCommon Stock | 2,965 | $6.74 | $19,984.10 |
DisclosureSEC source: 0001493152-24-013231 · ownership.xml · nonDerivative · entry 2 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,862 F2 · security: Stock remitted by Mr. DeSocio to the Company for payment of withholding taxes for vested portion. Read SEC document |
| April 02, 2024 Filed Apr 4, 2024 22:46 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantCommon Stock | 30,000 | $6.74 | $202,200.00 |
DisclosureSEC source: 0001493152-24-013231 · ownership.xml · nonDerivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,827 F1 · security: Restricted stock granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. The stock is 1/3 vested upon grant, 1/3 vested upon the first anniversary, and the remainder vests upon the second anniversary of grant. Read SEC document |
| April 14, 2022 Filed Apr 19, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Options · Derivative | 25,952 | Not disclosed Strike: $6.08 | Not disclosed |
DisclosureSEC source: 0001493152-22-010286 · ownership.xml · derivative · entry 3 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,854 Underlying: COMMON STOCK · 25,952 shares Expires 2032-04-14 F1 · price: Granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. Read SEC document |
| April 14, 2022 Filed Apr 19, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Options · Derivative | 25,951 | Not disclosed Strike: $6.08 | Not disclosed |
DisclosureSEC source: 0001493152-22-010286 · ownership.xml · derivative · entry 2 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,902 Underlying: COMMON STOCK · 25,951 shares Expires 2032-04-14 F1 · price: Granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. Read SEC document |
| April 14, 2022 Filed Apr 19, 2022 01:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Options · Derivative | 25,951 | Not disclosed Strike: $6.08 | Not disclosed |
DisclosureSEC source: 0001493152-22-010286 · ownership.xml · derivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,951 Underlying: COMMON STOCK · 25,951 shares Expires 2032-04-14 F1 · price: Granted in exchange for services pursuant to the Company's 2015 Equity Incentive Plan. Read SEC document |
| September 02, 2020 Filed Sep 4, 2020 21:00 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantINCENTIVE STOCK OPTION · Derivative | 25,000 | Not disclosed Strike: $4.00 | Not disclosed |
DisclosureSEC source: 0001493152-20-017318 · ownership.xml · derivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: COMMON STOCK · 25,000 shares Expires 2030-09-01 F2 · price: Options were issued under the 2015 Intellinetics Inc. Equity Incentive Plan in exchange for Mr. DeSocio's services as an officer of the Company. F1 · derivative.exercise_date: Options vest annually over a 4-year period, ending September 2, 2024. In addition, 50% of the Options (12,500 Options) are also subject to performance-based vesting, which will be determined on March 31, 2021. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:31 UTC | INTELLINETICS, INC. INLX · Entity 7575 | ConversionCONVERTIBLE NOTE · Derivative | 40,000 | $0.08 Strike: $0.20 | $3,200.00 |
DisclosureSEC source: 0001493152-20-003380 · ownership.xml · derivative · entry 3 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250,000 Underlying: COMMON STOCK · 200,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.expiration_date: These are convertible notes that have been convertible since the date of issue, with no expiration dates. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:31 UTC | INTELLINETICS, INC. INLX · Entity 7575 | ConversionCOMMON STOCK | 600,967 | $0.08 | $48,077.36 |
DisclosureSEC source: 0001493152-20-003380 · ownership.xml · nonDerivative · entry 2 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248,695 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:31 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseCOMMON STOCK | 375,000 | $0.08 | $30,000.00 |
DisclosureSEC source: 0001493152-20-003380 · ownership.xml · nonDerivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,728 Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:52 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantIncentive Stock Option · Derivative | 1,250,000 | Not disclosed Strike: $0.13 | Not disclosed |
DisclosureSEC source: 0001493152-19-003273 · ownership.xml · derivative · entry 3 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450,000 Underlying: Common Stock · 1,250,000 shares Expires 2029-03-10 F3 · price: Options were issued under the 2015 Intellinetics Inc. Equity Incentive Plan in exchange for an equal number of cancelled options. F1 · derivative.exercise_date: Options vested quarterly over a 2-year period, ending December 25, 2019. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:52 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Disposition to issuerIncentive Stock Option · Derivative | 500,000 | Not disclosed Strike: $0.38 | Not disclosed |
DisclosureSEC source: 0001493152-19-003273 · ownership.xml · derivative · entry 2 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 500,000 shares Expires 2027-09-24 F2 · price: Options were cancelled and exchanged for newly issued incentive stock options at a price of $0.13. F1 · derivative.exercise_date: Options vested quarterly over a 2-year period, ending December 25, 2019. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:52 UTC | INTELLINETICS, INC. INLX · Entity 7575 | Disposition to issuerIncentive Stock Option · Derivative | 750,000 | Not disclosed Strike: $0.30 | Not disclosed |
DisclosureSEC source: 0001493152-19-003273 · ownership.xml · derivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,000 Underlying: Common Stock · 750,000 shares Expires 2027-09-24 F2 · price: Options were cancelled and exchanged for newly issued incentive stock options at a price of $0.13. F1 · derivative.exercise_date: Options vested quarterly over a 2-year period, ending December 25, 2019. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 22:08 UTC | INTELLINETICS, INC. INLX · Entity 7575 | GrantCOMMON STOCK | 272,728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-19-000328 · ownership.xml · nonDerivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,728 F1 · price: Grant of common stock as part of base salary compensation. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 22:47 UTC | INTELLINETICS, INC. INLX · Entity 7575 | PurchaseConvertible Note · Derivative | Not disclosed | $40,000.00 Strike: $0.20 | $40,000.00 |
DisclosureSEC source: 0001493152-17-013699 · form4.xml · derivative · entry 1 DESOCIO JAMES F · CIK 0001201579 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450,000 Underlying: Common stock · 200,000 shares Expires not disclosed F1 · derivative.expiration_date: N/A 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.