Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PSQ Holdings, Inc.PSQH · Entity 7679 | Chief Financial Officer | May 14, 2025 | May 16, 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.
PSQ Holdings, Inc.
Report date May 14, 2025 · Filed May 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 481,000 |
Reported balance
After 2025-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-14 · Purchase · Acquired 6,000 · Balance 481,000 F1: The price reported in Column 4 is a weighted average price. The reporting person undertakes to provide to PSQ Holdings, Inc. (the "Issuer"), any security holder of the Issuer, 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 set forth in footnote (2) to this Form 4. F2: These shares were purchased in multiple transactions at prices ranging from $1.997 to $2.008, inclusive. F3: Certain of the securities reported in Column 5 of Table I are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The reporting person undertakes to provide to PSQ Holdings, Inc. (the "Issuer"), any security holder of the Issuer, 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 set forth in footnote (2) to this Form 4.
F2: These shares were purchased in multiple transactions at prices ranging from $1.997 to $2.008, inclusive.
F3: Certain of the securities reported in Column 5 of Table I are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan.
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 14, 2025 Filed May 16, 2025 20:01 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | PurchaseClass A Common Stock, par value $0.0001 per share | 6,000 | $2.00 | $12,018.00 |
DisclosureSEC source: 0001474506-25-000097 · primary_doc.xml · nonDerivative · entry 1 Searle Bradley · CIK 0001985183 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481,000 F1 · price: The price reported in Column 4 is a weighted average price. The reporting person undertakes to provide to PSQ Holdings, Inc. (the "Issuer"), any security holder of the Issuer, 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 set forth in footnote (2) to this Form 4. F2 · price: These shares were purchased in multiple transactions at prices ranging from $1.997 to $2.008, inclusive. F3 · balance_after: Certain of the securities reported in Column 5 of Table I are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 22:47 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000025 · primary_doc.xml · nonDerivative · entry 1 Searle Bradley · CIK 0001985183 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,000 F1 · shares: The securities reported in Column 4 of Table I are restricted stock units ("RSU"). Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share (the "Class A Common Stock"). The 50,000 RSUs vest as follows: 16,666 RSUs vest on February 1, 2026, 16,667 RSUs vest on February 1, 2027, and 16,667 RSUs vest on February 1, 2028, subject to the terms and conditions of the RSU award, the Issuer's 2023 Stock Incentive Plan and the Reporting Person's continued employment with the Issuer. F2 · balance_after: Certain of the securities reported in Column 5 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 02:45 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | PurchaseClass A Common Stock, par value $0.0001 per share | 3,281 | $4.10 | $13,452.10 |
DisclosureSEC source: 0001474506-24-000284 · primary_doc.xml · nonDerivative · entry 1 Searle Bradley · CIK 0001985183 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,000 Read SEC document |
| September 25, 2024 Filed Dec 13, 2024 02:36 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionRestricted Stock Unit · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-24-000283 · primary_doc.xml · derivative · entry 3 Searle Bradley · CIK 0001985183 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,000 Underlying: Class A Common Stock, par value $0.0001 per share · 300,000 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.exercise_price: The grant of 900,000 restricted stock units ("RSUs") made to the reporting person on September 25, 2023, vests as follows: 300,000 RSUs vested on September 25, 2024, 300,000 RSUs vest on September 25, 2025, and 300,000 RSUs vest on September 25, 2026, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share. F1 · kind: The grant of 900,000 restricted stock units ("RSUs") made to the reporting person on September 25, 2023, vests as follows: 300,000 RSUs vested on September 25, 2024, 300,000 RSUs vest on September 25, 2025, and 300,000 RSUs vest on September 25, 2026, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share. F1 · price: The grant of 900,000 restricted stock units ("RSUs") made to the reporting person on September 25, 2023, vests as follows: 300,000 RSUs vested on September 25, 2024, 300,000 RSUs vest on September 25, 2025, and 300,000 RSUs vest on September 25, 2026, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share. F1 · derivative.exercise_date: The grant of 900,000 restricted stock units ("RSUs") made to the reporting person on September 25, 2023, vests as follows: 300,000 RSUs vested on September 25, 2024, 300,000 RSUs vest on September 25, 2025, and 300,000 RSUs vest on September 25, 2026, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share. F1 · derivative.expiration_date: The grant of 900,000 restricted stock units ("RSUs") made to the reporting person on September 25, 2023, vests as follows: 300,000 RSUs vested on September 25, 2024, 300,000 RSUs vest on September 25, 2025, and 300,000 RSUs vest on September 25, 2026, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share. Read SEC document |
| September 25, 2024 Filed Dec 13, 2024 02:36 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 73,050 | $2.41 | $176,050.50 |
DisclosureSEC source: 0001474506-24-000283 · primary_doc.xml · nonDerivative · entry 2 Searle Bradley · CIK 0001985183 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421,719 Read SEC document |
| September 25, 2024 Filed Dec 13, 2024 02:36 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionClass A Common Stock, par value $0.0001 per share | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-24-000283 · primary_doc.xml · nonDerivative · entry 1 Searle Bradley · CIK 0001985183 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 494,769 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 · kind: The grant of 900,000 restricted stock units ("RSUs") made to the reporting person on September 25, 2023, vests as follows: 300,000 RSUs vested on September 25, 2024, 300,000 RSUs vest on September 25, 2025, and 300,000 RSUs vest on September 25, 2026, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share. F1 · shares: The grant of 900,000 restricted stock units ("RSUs") made to the reporting person on September 25, 2023, vests as follows: 300,000 RSUs vested on September 25, 2024, 300,000 RSUs vest on September 25, 2025, and 300,000 RSUs vest on September 25, 2026, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share. F1 · price: The grant of 900,000 restricted stock units ("RSUs") made to the reporting person on September 25, 2023, vests as follows: 300,000 RSUs vested on September 25, 2024, 300,000 RSUs vest on September 25, 2025, and 300,000 RSUs vest on September 25, 2026, subject to the terms and conditions of the RSU award and the Issuer's 2023 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share. Read SEC document |
| September 25, 2023 Filed Oct 5, 2023 22:09 UTC | PSQ Holdings, Inc. PSQHX · Entity 7679 | GrantRestricted Stock Unit · Derivative | 900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-23-000333 · primary_doc.xml · derivative · entry 1 Searle Bradley · CIK 0001985183 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900,000 Underlying: Class A Common Stock · 900,000 shares Expires not disclosed F1 · derivative.exercise_price: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · kind: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · price: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.exercise_date: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.expiration_date: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. 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.