Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENESIS FINANCIAL INCGFNL · Entity 146109 | Chief Financial Officer | June 13, 2018 | June 20, 2018 |
| Meridian Holdings Inc./NVGMGI · Entity 6418 | Director | March 24, 2025 | March 26, 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.
GENESIS FINANCIAL INC
Report date June 13, 2018 · Filed June 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.001 per shareSEC Table I · non-derivative | Direct | 800,000 |
Reported balance
Holding disclosure · report date 2018-06-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 800,000 |
| Common Stock Purchase Warrant (right to buy)SEC Table II · derivative / convertible security · Expires 2023-02-12 | Indirect(2) See foot note | Not disclosed |
Reported balance
Holding disclosure · report date 2018-06-13 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: The reporting person is the Chief Financial Officer and holder of approximately 4.6% of the currently outstanding share capital of Whitestone Investment Network, Inc. ("Whitestone"), which is the record holder and owner of the reported securities. The reporting person disclaims beneficial ownership of the securities owned by Whitestone, except to the extent of his pecuniary interest in Whitestone. The inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. F1: The warrants are currently exercisable through February 12, 2023 at a per share exercise price of $3.00. |
Filing footnotes · ownership attribution and instrument terms
F1: The warrants are currently exercisable through February 12, 2023 at a per share exercise price of $3.00.
F2: The reporting person is the Chief Financial Officer and holder of approximately 4.6% of the currently outstanding share capital of Whitestone Investment Network, Inc. ("Whitestone"), which is the record holder and owner of the reported securities. The reporting person disclaims beneficial ownership of the securities owned by Whitestone, except to the extent of his pecuniary interest in Whitestone. The inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.
Meridian Holdings Inc./NV
Report date March 24, 2025 · Filed March 26, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,000 |
Reported balance
After 2025-03-24 transaction · row 1
1 source rowRow 1 · 2025-03-24 · Exercise / conversion · Acquired 50,000 · Balance 125,000 F1: Represents the vesting of 50,000 restricted stock units (RSUs) upon the Issuer meeting a revenue and AEBITDA target as of the end of fiscal 2024, which were settled in shares of common stock. F2: Each RSU represented the contingent right to receive, at settlement, one share of common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-03-24 · Exercise / conversion · Disposed 50,000 · Balance 0 F2: Each RSU represented the contingent right to receive, at settlement, one share of common stock. F3: The RSUs were to vest, if at all, at the rate of 1/2 of such RSUs, upon the Issuer meeting certain (1) revenue and (2) Adjusted EBITDA (AEBITDA) targets, as of the end of fiscal 2024, and upon the public disclosure of such operating results in the Issuer's Annual Report on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. All of such RSUs vested as described in Footnote (1), above. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of 50,000 restricted stock units (RSUs) upon the Issuer meeting a revenue and AEBITDA target as of the end of fiscal 2024, which were settled in shares of common stock.
F2: Each RSU represented the contingent right to receive, at settlement, one share of common stock.
F3: The RSUs were to vest, if at all, at the rate of 1/2 of such RSUs, upon the Issuer meeting certain (1) revenue and (2) Adjusted EBITDA (AEBITDA) targets, as of the end of fiscal 2024, and upon the public disclosure of such operating results in the Issuer's Annual Report on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. All of such RSUs vested as described in Footnote (1), above.
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 24, 2025 Filed Mar 26, 2025 21:06 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-25-002028 · form4.xml · derivative · entry 2 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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. F2 · derivative.exercise_price: Each RSU represented the contingent right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: The RSUs were to vest, if at all, at the rate of 1/2 of such RSUs, upon the Issuer meeting certain (1) revenue and (2) Adjusted EBITDA (AEBITDA) targets, as of the end of fiscal 2024, and upon the public disclosure of such operating results in the Issuer's Annual Report on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. All of such RSUs vested as described in Footnote (1), above. F3 · derivative.expiration_date: The RSUs were to vest, if at all, at the rate of 1/2 of such RSUs, upon the Issuer meeting certain (1) revenue and (2) Adjusted EBITDA (AEBITDA) targets, as of the end of fiscal 2024, and upon the public disclosure of such operating results in the Issuer's Annual Report on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. All of such RSUs vested as described in Footnote (1), above. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 21:06 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477932-25-002028 · form4.xml · nonDerivative · entry 1 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 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 · shares: Represents the vesting of 50,000 restricted stock units (RSUs) upon the Issuer meeting a revenue and AEBITDA target as of the end of fiscal 2024, which were settled in shares of common stock. F2 · price: Each RSU represented the contingent right to receive, at settlement, one share of common stock. Read SEC document |
| January 12, 2025 Filed Jan 15, 2025 02:49 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | GrantRestricted Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-25-000259 · form4.xml · derivative · entry 2 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the contingent right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: The RSUs vest, if at all, upon the Issuer meeting certain (1) revenue (2024 revenue x 1.1 and 2024 revenue x 1.2)(1/4 of the RSUs each) and (2) Adjusted EBITDA (AEBITDA) (2024 AEBITDA x 1.1 and 2024 AEBITDA x 1.2)(1/4 of the RSUs each) targets, as of the end of fiscal 2025, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Report on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to the vesting date. Issued under the Issuer's 2023 Equity Incentive Plan. F2 · derivative.expiration_date: The RSUs vest, if at all, upon the Issuer meeting certain (1) revenue (2024 revenue x 1.1 and 2024 revenue x 1.2)(1/4 of the RSUs each) and (2) Adjusted EBITDA (AEBITDA) (2024 AEBITDA x 1.1 and 2024 AEBITDA x 1.2)(1/4 of the RSUs each) targets, as of the end of fiscal 2025, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Report on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to the vesting date. Issued under the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:01 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | OtherRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-24-002766 · form4.xml · derivative · entry 3 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the contingent right to receive, at settlement, one share of common stock. F1 · kind: Effective on May 9, 2024, the Board of Directors approved an amendment to the terms of the restricted stock units (RSUs) previously granted to the Reporting Person to adjust such RSUs (discussed in footnote 3 below), from vesting, if at all, based on the financial results of the Issuer as of October 31, 2024, to be based on the Issuer's financial results for the year ended December 31, 2024 (discussed in footnote 4), as a result of the Issuer's recent change in fiscal year from October 31st to December 31st. All other terms of the RSUs remained the same. F4 · derivative.exercise_date: The RSUs vest, if at all, at the rate of 1/2 of such RSUs, upon the Issuer meeting certain (1) revenue and (2) Adjusted EBITDA targets, as of December 31, 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Report on Form 10-K, subject to the Reporting Person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. F4 · derivative.expiration_date: The RSUs vest, if at all, at the rate of 1/2 of such RSUs, upon the Issuer meeting certain (1) revenue and (2) Adjusted EBITDA targets, as of December 31, 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Report on Form 10-K, subject to the Reporting Person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:01 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | OtherRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-24-002766 · form4.xml · derivative · entry 2 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the contingent right to receive, at settlement, one share of common stock. F1 · kind: Effective on May 9, 2024, the Board of Directors approved an amendment to the terms of the restricted stock units (RSUs) previously granted to the Reporting Person to adjust such RSUs (discussed in footnote 3 below), from vesting, if at all, based on the financial results of the Issuer as of October 31, 2024, to be based on the Issuer's financial results for the year ended December 31, 2024 (discussed in footnote 4), as a result of the Issuer's recent change in fiscal year from October 31st to December 31st. All other terms of the RSUs remained the same. F3 · derivative.exercise_date: The RSUs vest, if at all, at the rate of 1/2 of such RSUs, upon the Issuer meeting certain (1) revenue and (2) Adjusted EBITDA targets, as of October 31, 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Report on Form 10-K, subject to the Reporting Person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. F3 · derivative.expiration_date: The RSUs vest, if at all, at the rate of 1/2 of such RSUs, upon the Issuer meeting certain (1) revenue and (2) Adjusted EBITDA targets, as of October 31, 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Report on Form 10-K, subject to the Reporting Person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. Read SEC document |
| January 17, 2024 Filed Feb 6, 2024 14:10 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-24-000559 · form4.xml · derivative · entry 2 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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. F2 · derivative.exercise_price: Each RSU represents the contingent right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: The RSUs vest, if at all, at the rate of 25,000 RSUs, upon the Issuer meeting certain (1) revenue and (2) EBITDA targets (50,000 per year in total), as of the end of fiscal 2022 (vested), 2023 (vested as to 25,000) and 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Reports on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. F3 · derivative.expiration_date: The RSUs vest, if at all, at the rate of 25,000 RSUs, upon the Issuer meeting certain (1) revenue and (2) EBITDA targets (50,000 per year in total), as of the end of fiscal 2022 (vested), 2023 (vested as to 25,000) and 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Reports on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. Read SEC document |
| January 17, 2024 Filed Feb 6, 2024 14:10 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477932-24-000559 · form4.xml · nonDerivative · entry 1 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 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 · shares: Represents the vesting of 25,000 restricted stock units (RSUs) upon the Issuer meeting certain (1) revenue and (2) EBITDA targets, as of the end of fiscal 2023. F2 · price: Each RSU represents the contingent right to receive, at settlement, one share of common stock. Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 22:31 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-23-000710 · form4.xml · derivative · entry 2 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 50,000 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. F2 · derivative.exercise_price: Each RSU represents the contingent right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: The RSUs vest, if all, at the rate of 1/6th of such RSUs (25,000), upon the Issuer meeting certain (1) revenue and (2) EBITDA targets (50,000 per year in total), as of the end of fiscal 2022 (vested), 2023 and 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Reports on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. F3 · derivative.expiration_date: The RSUs vest, if all, at the rate of 1/6th of such RSUs (25,000), upon the Issuer meeting certain (1) revenue and (2) EBITDA targets (50,000 per year in total), as of the end of fiscal 2022 (vested), 2023 and 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Reports on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 22:31 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477932-23-000710 · form4.xml · nonDerivative · entry 1 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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 · shares: Represents the vesting of restricted stock units (RSUs) upon the Issuer meeting certain (1) revenue and (2) EBITDA targets, as of the end of fiscal 2022. F2 · price: Each RSU represents the contingent right to receive, at settlement, one share of common stock. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 13:22 UTC | Meridian Holdings Inc./NV GMGI · Entity 6418 | GrantRestricted Stock Unit · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001477932-22-007049 · form4.xml · derivative · entry 1 Smith Murray George · CIK 0001472311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the contingent right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: The RSUs vest, if all, at the rate of 1/6th of such RSUs, upon the Issuer meeting certain (1) revenue and (2) EBITDA targets, as of the end of fiscal 2022, 2023 and 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Reports on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity Incentive Plan. F2 · derivative.expiration_date: The RSUs vest, if all, at the rate of 1/6th of such RSUs, upon the Issuer meeting certain (1) revenue and (2) EBITDA targets, as of the end of fiscal 2022, 2023 and 2024, and upon the public disclosure of such operating results in the Issuer's subsequently filed Annual Reports on Form 10-K, subject to the reporting person's continued service through the applicable vesting date. Restricted stock units do not expire; they either vest or are canceled prior to vesting date. Issued under the Issuer's 2022 Equity 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.