Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Forza X1, Inc.FRZA · Entity 85653 | Director | November 26, 2024 | November 26, 2024 |
| Twin Vee PowerCats, Co.VEEE · Entity 8235 | Director | May 19, 2025 | May 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.
Forza X1, Inc.
Report date November 26, 2024 · Filed November 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-11-26 transaction · row 1
1 source rowRow 1 · 2024-11-26 · Disposition to issuer · Disposed 4,605 · Balance 0 F1: Disposed of pursuant to the merger (the "Merger") of Twin Vee Merger Sub, Inc. a Delaware corporation and wholly owned subsidiary of Twin Vee PowerCats Co., a Delaware corporation ("Twin Vee"), into Forza X1, Inc. ("Forza"), in exchange for 2,816 shares of Twin Vee common stock. Each share of Forza common stock was exchanged for 0.611666275 shares of Twin Vee common stock on the effective date of the Merger. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2032-09-01 | Direct | 0 |
Reported balance
After 2024-11-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-26 · Disposition to issuer · Disposed 5,500 · Balance 0 F2: Consists of options to purchase shares of common stock that are fully vested and exercisable for a period of ten years from the date of grant, commencing on September 1, 2022. F3: This option was assumed by Twin Vee in the Merger and replaced with an option to purchase 3,364 shares of Twin Vee common stock for $8.17 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the merger (the "Merger") of Twin Vee Merger Sub, Inc. a Delaware corporation and wholly owned subsidiary of Twin Vee PowerCats Co., a Delaware corporation ("Twin Vee"), into Forza X1, Inc. ("Forza"), in exchange for 2,816 shares of Twin Vee common stock. Each share of Forza common stock was exchanged for 0.611666275 shares of Twin Vee common stock on the effective date of the Merger.
F2: Consists of options to purchase shares of common stock that are fully vested and exercisable for a period of ten years from the date of grant, commencing on September 1, 2022.
F3: This option was assumed by Twin Vee in the Merger and replaced with an option to purchase 3,364 shares of Twin Vee common stock for $8.17 per share.
Twin Vee PowerCats, Co.
Report date May 19, 2025 · Filed May 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.71 · Expires 2035-05-19 | Direct | 1,000 |
Reported balance
After 2025-05-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-19 · Grant · Acquired 1,000 · Balance 1,000 F1: Consists of options to purchase shares of common stock that vest pro rata on a monthly basis over nine months commencing on May 19, 2025 and are exercisable for a period of ten years from the date of grant (subject to earlier expiration in connection with the termination of service with the Corporation). |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of options to purchase shares of common stock that vest pro rata on a monthly basis over nine months commencing on May 19, 2025 and are exercisable for a period of ten years from the date of grant (subject to earlier expiration in connection with the termination of service with the Corporation).
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 |
|---|---|---|---|---|---|---|
| May 19, 2025 Filed May 21, 2025 12:52 UTC | Twin Vee PowerCats, Co. VEEE · Entity 8235 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $2.71 | $0.00 |
DisclosureSEC source: 0001731122-25-000792 · ownership.xml · derivative · entry 1 Kull Marcia · CIK 0001941043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2035-05-19 F1 · shares: Consists of options to purchase shares of common stock that vest pro rata on a monthly basis over nine months commencing on May 19, 2025 and are exercisable for a period of ten years from the date of grant (subject to earlier expiration in connection with the termination of service with the Corporation). F1 · derivative.exercise_date: Consists of options to purchase shares of common stock that vest pro rata on a monthly basis over nine months commencing on May 19, 2025 and are exercisable for a period of ten years from the date of grant (subject to earlier expiration in connection with the termination of service with the Corporation). Read SEC document |
| November 26, 2024 Filed Nov 26, 2024 17:00 UTC | Forza X1, Inc. FRZA · Entity 85653 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,500 | Not disclosed Strike: $5.00 | Not disclosed |
DisclosureSEC source: 0001731122-24-001895 · ownership.xml · derivative · entry 2 Kull Marcia · CIK 0001941043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,500 shares Expires 2032-09-01 F2 · shares: Consists of options to purchase shares of common stock that are fully vested and exercisable for a period of ten years from the date of grant, commencing on September 1, 2022. F3 · price: This option was assumed by Twin Vee in the Merger and replaced with an option to purchase 3,364 shares of Twin Vee common stock for $8.17 per share. F2 · derivative.exercise_date: Consists of options to purchase shares of common stock that are fully vested and exercisable for a period of ten years from the date of grant, commencing on September 1, 2022. Read SEC document |
| November 26, 2024 Filed Nov 26, 2024 17:00 UTC | Forza X1, Inc. FRZA · Entity 85653 | Disposition to issuerCommon Stock | 4,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001731122-24-001895 · ownership.xml · nonDerivative · entry 1 Kull Marcia · CIK 0001941043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to the merger (the "Merger") of Twin Vee Merger Sub, Inc. a Delaware corporation and wholly owned subsidiary of Twin Vee PowerCats Co., a Delaware corporation ("Twin Vee"), into Forza X1, Inc. ("Forza"), in exchange for 2,816 shares of Twin Vee common stock. Each share of Forza common stock was exchanged for 0.611666275 shares of Twin Vee common stock on the effective date of the Merger. F1 · price: Disposed of pursuant to the merger (the "Merger") of Twin Vee Merger Sub, Inc. a Delaware corporation and wholly owned subsidiary of Twin Vee PowerCats Co., a Delaware corporation ("Twin Vee"), into Forza X1, Inc. ("Forza"), in exchange for 2,816 shares of Twin Vee common stock. Each share of Forza common stock was exchanged for 0.611666275 shares of Twin Vee common stock on the effective date of the Merger. Read SEC document |
| November 26, 2024 Filed Nov 26, 2024 21:56 UTC | Twin Vee PowerCats, Co. VEEE · Entity 8235 | GrantStock Option (Right to Buy) · Derivative | 3,364 | Not disclosed Strike: $8.17 | Not disclosed |
DisclosureSEC source: 0001731122-24-001887 · ownership.xml · derivative · entry 2 Kull Marcia · CIK 0001941043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,364 Underlying: Common Stock · 3,364 shares Expires 2032-09-01 F2 · shares: Consists of options to purchase shares of common stock that are fully vested and exercisable for a period of ten years from the date of grant, commencing on September 1, 2022. F3 · price: Received in the Merger in exchange for a stock option to acquire 5,500 shares of Forza common stock. F2 · derivative.exercise_date: Consists of options to purchase shares of common stock that are fully vested and exercisable for a period of ten years from the date of grant, commencing on September 1, 2022. Read SEC document |
| November 26, 2024 Filed Nov 26, 2024 21:56 UTC | Twin Vee PowerCats, Co. VEEE · Entity 8235 | GrantCommon Stock | 2,816 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001731122-24-001887 · ownership.xml · nonDerivative · entry 1 Kull Marcia · CIK 0001941043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,816 F1 · shares: Received in exchange for 4,605 shares of Forza X1, Inc. ("Forza") common stock issued in connection with the merger (the "Merger") of Twin Vee Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Twin Vee PowerCats Co., a Delaware corporation ("Twin Vee"), into Forza. Each share of Forza common stock was exchanged for 0.611666275 shares of Twin Vee common stock on the effective date of the Merger. F1 · price: Received in exchange for 4,605 shares of Forza X1, Inc. ("Forza") common stock issued in connection with the merger (the "Merger") of Twin Vee Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Twin Vee PowerCats Co., a Delaware corporation ("Twin Vee"), into Forza. Each share of Forza common stock was exchanged for 0.611666275 shares of Twin Vee common stock on the effective date of the Merger. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 18:08 UTC | Forza X1, Inc. FRZA · Entity 85653 | PurchaseCommon Stock | 4,605 | $1.42 | $6,517.92 |
DisclosureSEC source: 0001731122-22-002130 · ownership.xml · nonDerivative · entry 1 Kull Marcia · CIK 0001941043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,605 Read SEC document |
| August 11, 2022 Filed Aug 12, 2022 06:06 UTC | Forza X1, Inc. FRZA · Entity 85653 | GrantStock Options (right to purchase) · Derivative | 5,500 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001731122-22-001359 · ownership.xml · derivative · entry 1 Kull Marcia · CIK 0001941043 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 5,500 shares Expires 2032-08-11 F1 · shares: Consists of options to purchase 5,500 shares of common stock that will vest pro rata on a monthly basis over a twelve-month period and exercisable for a period of ten years from the date of grant, commencing on September 1, 2022. 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.