Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INNOVATIVE FOOD HOLDINGS INCIVFH · Entity 7870 | Director · Chief Operating Officer | 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.
INNOVATIVE FOOD HOLDINGS INC
Report date May 19, 2025 · Filed May 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 367,867 |
Ending reported balance
After 2025-05-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-05-19 · Grant · Acquired 41,476 · Balance 326,391 F1: The shares were issued to the Reporting Person as compensation for the services provided to the Issuer. The shares were earned as of January 22, 2024. Row 2 · 2025-05-19 · Grant · Acquired 41,476 · Balance 367,867 F2: The shares were issued to the Reporting Person as compensation for the services provided to the Issuer. The shares were earned as of March 20, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were issued to the Reporting Person as compensation for the services provided to the Issuer. The shares were earned as of January 22, 2024.
F2: The shares were issued to the Reporting Person as compensation for the services provided to the Issuer. The shares were earned as of March 20, 2025.
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 01:16 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | GrantCommon Stock | 41,476 | $2.02 | $83,781.52 |
DisclosureSEC source: 0001185185-25-000534 · ownership.xml · nonDerivative · entry 2 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,867 F2 · shares: The shares were issued to the Reporting Person as compensation for the services provided to the Issuer. The shares were earned as of March 20, 2025. Read SEC document |
| May 19, 2025 Filed May 21, 2025 01:16 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | GrantCommon Stock | 41,476 | $1.95 | $80,878.20 |
DisclosureSEC source: 0001185185-25-000534 · ownership.xml · nonDerivative · entry 1 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 326,391 F1 · shares: The shares were issued to the Reporting Person as compensation for the services provided to the Issuer. The shares were earned as of January 22, 2024. Read SEC document |
| March 14, 2025 Filed Mar 20, 2025 00:30 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | OtherCommon Stock | 4,621 | $1.00 | $4,621.00 |
DisclosureSEC source: 0001185185-25-000201 · ownership.xml · nonDerivative · entry 3 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,915 F3 · shares: The shares were returned to the Issuer to adjust for net withholding of income taxes of the Reporting Person and were reported as earned as of April 17, 2024. Read SEC document |
| March 14, 2025 Filed Mar 20, 2025 00:30 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | GrantCommon Stock | 55,301 | $1.60 | $88,481.60 |
DisclosureSEC source: 0001185185-25-000201 · ownership.xml · nonDerivative · entry 2 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,536 F2 · shares: The shares were issued to the Reporting Person as compensation for the services provided to the Issuer. The shares were earned as of November 15, 2024. Read SEC document |
| March 14, 2025 Filed Mar 20, 2025 00:30 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | GrantCommon Stock | 82,952 | $1.40 | $116,132.80 |
DisclosureSEC source: 0001185185-25-000201 · ownership.xml · nonDerivative · entry 1 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,235 F1 · shares: The shares were issued to the Reporting Person as compensation for the services provided to the Issuer. The shares were earned as of August 24, 2024. Read SEC document |
| July 23, 2024 Filed Jul 23, 2024 20:31 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 56,344 | $1.20 | $67,612.80 |
DisclosureSEC source: 0001185185-24-000728 · ownership.xml · nonDerivative · entry 1 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,283 F1 · shares: The Reporting Person entered into a stock purchase agreement (the "Stock Purchase Agreement") with a member of the Issuer's board of directors. Pursuant to the Stock Purchase Agreement, the Reporting Person agreed to sell 56,344 shares of the Issuer's common stock to the purchaser at a price of $1.20 per share. The transaction is expected to close in the near future. Read SEC document |
| July 09, 2024 Filed Jul 11, 2024 20:05 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | GrantCommon Stock | 196,627 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001185185-24-000684 · ownership.xml · nonDerivative · entry 1 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,627 F1 · price: On July 9, 2024, the Reporting Person received shares of the Issuer's common stock pursuant to the terms of an executive employment agreement, as amended, by and between the Reporting Person and the Issuer. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 21:27 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | PurchaseCommon Stock | 12,000 | $0.57 | $6,840.00 |
DisclosureSEC source: 0001185185-23-000895 · ownership.xml · nonDerivative · entry 1 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 F1 · shares: On August 17, 2023, the reporting person purchased 12,000 shares of common stock in the public market. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.5706 to $0.5710, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| July 07, 2023 Filed Jul 11, 2023 20:03 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | GrantStock Appreciation Rights · Derivative | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-23-000710 · ownership.xml · derivative · entry 1 Smallwood Brady · CIK 0001978635 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500,000 Underlying: Common Stock · 1,500,000 shares Expires 2026-12-31 F1 · derivative.exercise_price: On July 7, 2023, the Reporting Person was granted 1,500,000 fully vested Stock Appreciation Rights ("SARs"). The exercise price per SAR is $2.00 with respect to 750,000 SARs and $1.50 with respect to 750,000 SARs. Upon exercise, the SARs may be settled in cash, in shares of the Issuer's common stock, or in some combination thereof. F1 · derivative.exercise_date: On July 7, 2023, the Reporting Person was granted 1,500,000 fully vested Stock Appreciation Rights ("SARs"). The exercise price per SAR is $2.00 with respect to 750,000 SARs and $1.50 with respect to 750,000 SARs. Upon exercise, the SARs may be settled in cash, in shares of the Issuer's common stock, or in some combination thereof. 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.