Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PSQ Holdings, Inc.PSQH · Entity 7679 | Pres. of Financial Technology | March 31, 2025 | April 03, 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 March 31, 2025 · Filed April 03, 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 | 183,216 |
Reported balance
After 2025-03-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-31 · Tax withholding · Disposed 241 · Balance 183,216 F1: Certain of the securities reported in Column 5 of Table I are restricted stock units ("RSU"). 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, the Issuer's 2023 Stock Incentive Plan and the reporting person's continued employment with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Certain of the securities reported in Column 5 of Table I are restricted stock units ("RSU"). 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, the Issuer's 2023 Stock Incentive Plan and the reporting person's continued employment with the Issuer.
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 |
|---|---|---|---|---|---|---|
| March 31, 2025 Filed Apr 3, 2025 20:25 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 241 | $2.07 | $498.87 |
DisclosureSEC source: 0001474506-25-000074 · primary_doc.xml · nonDerivative · entry 1 Billingsley Brian · CIK 0002044568 · Pres. of Financial Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,216 F1 · balance_after: Certain of the securities reported in Column 5 of Table I are restricted stock units ("RSU"). 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, the Issuer's 2023 Stock Incentive Plan and the reporting person's continued employment with the Issuer. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 21:32 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 17,653 | $2.33 | $41,131.49 |
DisclosureSEC source: 0001474506-25-000059 · primary_doc.xml · nonDerivative · entry 1 Billingsley Brian · CIK 0002044568 · Pres. of Financial Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,430 F1 · balance_after: Certain of the securities reported in Column 5 of Table I are restricted stock units ("RSU"). 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, the Issuer's 2023 Stock Incentive Plan and the reporting person's continued employment with the Issuer. Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 18:10 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: 0001474506-25-000027 · primary_doc.xml · nonDerivative · entry 2 Billingsley Brian · CIK 0002044568 · Pres. of Financial Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,083 F3 · shares: The securities reported in Column 4 of Table I are RSUs. Each RSU represents a contingent right to receive one share of 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: 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 |
| January 29, 2025 Filed Jan 31, 2025 18:10 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 1,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000027 · primary_doc.xml · nonDerivative · entry 1 Billingsley Brian · CIK 0002044568 · Pres. of Financial Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,083 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 1,083 RSUs vest as follows: 541 RSUs vest on March 31, 2025 and 542 RSUs vest on September 30, 2025, 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: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.