Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DevvStream Corp.DEVS · Entity 8119 | Chief Financial Officer | March 26, 2025 | March 28, 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.
DevvStream Corp.
Report date March 26, 2025 · Filed March 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.23 · Expires 2035-03-26 | Direct | 50,000 |
Reported balance
After 2025-03-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-26 · Grant · Acquired 50,000 · Balance 50,000 F1: Represents options granted under the Company's 2024 Equity Incentive Plan. One third of the shares vest on the first anniversary of the grant date and the remainder of the shares subsequently vest in equal monthly installments over the second and third year after the grant date, subject to the Reporting Person's continued service as an officer. The option exercise price is the closing price on the date of the grant, March 26, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents options granted under the Company's 2024 Equity Incentive Plan. One third of the shares vest on the first anniversary of the grant date and the remainder of the shares subsequently vest in equal monthly installments over the second and third year after the grant date, subject to the Reporting Person's continued service as an officer. The option exercise price is the closing price on the date of the grant, March 26, 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 |
|---|---|---|---|---|---|---|
| March 26, 2025 Filed Mar 28, 2025 17:10 UTC | DevvStream Corp. DEVS · Entity 8119 | GrantStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $0.23 | $0.00 |
DisclosureSEC source: 0002037033-25-000001 · primary_doc.xml · derivative · entry 1 Goertz David · CIK 0002037033 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Shares · 50,000 shares Expires 2035-03-26 F1 · derivative.exercise_date: Represents options granted under the Company's 2024 Equity Incentive Plan. One third of the shares vest on the first anniversary of the grant date and the remainder of the shares subsequently vest in equal monthly installments over the second and third year after the grant date, subject to the Reporting Person's continued service as an officer. The option exercise price is the closing price on the date of the grant, March 26, 2025. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 17:19 UTC | DevvStream Corp. FIAC · Entity 8119 | GrantRestricted Stock Unit · Derivative | 27,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-018616 · form4.xml · derivative · entry 2 Goertz David · CIK 0002037033 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By DJG Enterprises Inc. Disclosed balance after: 58,356 Underlying: Common Shares · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Consists of securities acquired in connection with transactions consummated on November 6, 2024 pursuant to that certain Business Combination Agreement, dated September 12, 2023 (as it has been and may be amended, supplemented or otherwise modified from time to time, the "Business Combination Agreement"), by and among DevvStream Corp. (f/k/a Focus Impact Acquisition Corp.) (the "Issuer"), Focus Impact Amalco Sub Ltd., a wholly owned subsidiary of the Issuer ("Amalco Sub"), and DevvStream Holdings Inc. ("DevvStream"), pursuant to which DevvStream and Amalco Sub amalgamated to form one corporate entity ("Amalco"), with Amalco as the surviving company and continuing as a wholly owned subsidiary of the Issuer (the "Business Combination"). F2 · shares: In connection with the closing of the Business Combination, each outstanding restricted stock unit of DevvStream was converted into restricted stock units of the Issuer based on an exchange ratio calculated at closing. Each restricted stock unit represents the right to receive, at settlement, one common share of the Issuer. F5 · derivative.exercise_date: Consists of restricted stock units granted on June 6, 2024. 10% of the restricted stock units vest on the six month anniversary of the grant date and 15% of the restricted stock units vest every six months thereafter for a period of 36 months. F5 · derivative.expiration_date: Consists of restricted stock units granted on June 6, 2024. 10% of the restricted stock units vest on the six month anniversary of the grant date and 15% of the restricted stock units vest every six months thereafter for a period of 36 months. F2 · derivative.underlying_shares: In connection with the closing of the Business Combination, each outstanding restricted stock unit of DevvStream was converted into restricted stock units of the Issuer based on an exchange ratio calculated at closing. Each restricted stock unit represents the right to receive, at settlement, one common share of the Issuer. F4 · ownership.nature: Consists of restricted stock units granted to DJG Enterprises Inc. ("DJG") Mr. Goertz is the sole director of DJG and as a result, may be deemed to indirectly beneficially own the common shares issuable upon exercise of the restricted stock units that are directly beneficially owned by DJG. Mr. Goertz disclaims beneficial ownership other than to the extent of any pecuniary interest he may have therein. The business address of DJG is 1500 - 1140 West Pender Street, BC V6E 4G1. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 17:19 UTC | DevvStream Corp. FIAC · Entity 8119 | GrantRestricted Stock Unit · Derivative | 30,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-018616 · form4.xml · derivative · entry 1 Goertz David · CIK 0002037033 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By DJG Enterprises Inc. Disclosed balance after: 30,587 Underlying: Common Shares · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Consists of securities acquired in connection with transactions consummated on November 6, 2024 pursuant to that certain Business Combination Agreement, dated September 12, 2023 (as it has been and may be amended, supplemented or otherwise modified from time to time, the "Business Combination Agreement"), by and among DevvStream Corp. (f/k/a Focus Impact Acquisition Corp.) (the "Issuer"), Focus Impact Amalco Sub Ltd., a wholly owned subsidiary of the Issuer ("Amalco Sub"), and DevvStream Holdings Inc. ("DevvStream"), pursuant to which DevvStream and Amalco Sub amalgamated to form one corporate entity ("Amalco"), with Amalco as the surviving company and continuing as a wholly owned subsidiary of the Issuer (the "Business Combination"). F2 · shares: In connection with the closing of the Business Combination, each outstanding restricted stock unit of DevvStream was converted into restricted stock units of the Issuer based on an exchange ratio calculated at closing. Each restricted stock unit represents the right to receive, at settlement, one common share of the Issuer. F3 · derivative.exercise_date: Consists of restricted stock units granted on January 17, 2022. 10% of the restricted stock units vested on January 17, 2023 and 15% of the restricted stock units vest every six months thereafter. F3 · derivative.expiration_date: Consists of restricted stock units granted on January 17, 2022. 10% of the restricted stock units vested on January 17, 2023 and 15% of the restricted stock units vest every six months thereafter. F2 · derivative.underlying_shares: In connection with the closing of the Business Combination, each outstanding restricted stock unit of DevvStream was converted into restricted stock units of the Issuer based on an exchange ratio calculated at closing. Each restricted stock unit represents the right to receive, at settlement, one common share of the Issuer. F4 · ownership.nature: Consists of restricted stock units granted to DJG Enterprises Inc. ("DJG") Mr. Goertz is the sole director of DJG and as a result, may be deemed to indirectly beneficially own the common shares issuable upon exercise of the restricted stock units that are directly beneficially owned by DJG. Mr. Goertz disclaims beneficial ownership other than to the extent of any pecuniary interest he may have therein. The business address of DJG is 1500 - 1140 West Pender Street, BC V6E 4G1. 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.