Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KonaTel, Inc.
Report date September 17, 2024 · Filed March 24, 2025
Section 16 reporting ended · disclosed 2025-03-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.37 · Expires 2028-09-22 | Direct | 250,000 |
Reported balance
Holding disclosure · report date 2024-09-17 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance 250,000 F1: On September 17, 2024, the Company's Board of Directors adopted resolutions to reprice the 750,000 ISO's from an exercise price of $0.809 to the closing price of $0.37 at September 16, 2024, with all other terms and conditions of the originally granted ISO's to remain the same. F2: Mr. Welch's Incentive Stock Option Agreement states that his options post employment would have expired 90 days from the reduction of force date, or November 15, 2024. Mr. Welch went from serving as an officer at the Company's subsidiary, IM Telecom, LLC to a consultant. The Board of Directors resolved to extend the "Expiration Date" an additional 180 days or until August 12, 2025. Mr. Welch is currently consulting in the same capacity as his previous officer position, pending growth initiatives to materialize. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.37 · Expires 2028-09-22 | Direct | 500,000 |
Reported balance
Holding disclosure · report date 2024-09-17 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 500,000 F1: On September 17, 2024, the Company's Board of Directors adopted resolutions to reprice the 750,000 ISO's from an exercise price of $0.809 to the closing price of $0.37 at September 16, 2024, with all other terms and conditions of the originally granted ISO's to remain the same. F2: Mr. Welch's Incentive Stock Option Agreement states that his options post employment would have expired 90 days from the reduction of force date, or November 15, 2024. Mr. Welch went from serving as an officer at the Company's subsidiary, IM Telecom, LLC to a consultant. The Board of Directors resolved to extend the "Expiration Date" an additional 180 days or until August 12, 2025. Mr. Welch is currently consulting in the same capacity as his previous officer position, pending growth initiatives to materialize. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.37 · Expires 2028-09-22 | Direct | 750,000 |
Reported balance
Holding disclosure · report date 2024-09-17 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 750,000 F1: On September 17, 2024, the Company's Board of Directors adopted resolutions to reprice the 750,000 ISO's from an exercise price of $0.809 to the closing price of $0.37 at September 16, 2024, with all other terms and conditions of the originally granted ISO's to remain the same. F2: Mr. Welch's Incentive Stock Option Agreement states that his options post employment would have expired 90 days from the reduction of force date, or November 15, 2024. Mr. Welch went from serving as an officer at the Company's subsidiary, IM Telecom, LLC to a consultant. The Board of Directors resolved to extend the "Expiration Date" an additional 180 days or until August 12, 2025. Mr. Welch is currently consulting in the same capacity as his previous officer position, pending growth initiatives to materialize. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 17, 2024, the Company's Board of Directors adopted resolutions to reprice the 750,000 ISO's from an exercise price of $0.809 to the closing price of $0.37 at September 16, 2024, with all other terms and conditions of the originally granted ISO's to remain the same.
F2: Mr. Welch's Incentive Stock Option Agreement states that his options post employment would have expired 90 days from the reduction of force date, or November 15, 2024. Mr. Welch went from serving as an officer at the Company's subsidiary, IM Telecom, LLC to a consultant. The Board of Directors resolved to extend the "Expiration Date" an additional 180 days or until August 12, 2025. Mr. Welch is currently consulting in the same capacity as his previous officer position, pending growth initiatives to materialize.
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 |
|---|---|---|---|---|---|---|
| September 22, 2023 Filed Sep 26, 2023 15:53 UTC | KonaTel, Inc. KTEL · Entity 8122 | GrantOption · Derivative | 250,000 | $0.81 Strike: $0.81 | $202,250.00 |
DisclosureSEC source: 0001010412-23-000023 · primary_doc.xml · derivative · entry 7 Welch Jason N. · CIK 0001917568 · President of IM Telecom (Sub.) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750,000 Underlying: Common Stock · 250,000 shares Expires 2028-09-22 F1 · shares: Effective September 22, 2023, Mr. Welch's previous 350,000 options were cancelled and he was granted 750,000 new options. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 15:53 UTC | KonaTel, Inc. KTEL · Entity 8122 | GrantOption · Derivative | 250,000 | $0.81 Strike: $0.81 | $202,250.00 |
DisclosureSEC source: 0001010412-23-000023 · primary_doc.xml · derivative · entry 6 Welch Jason N. · CIK 0001917568 · President of IM Telecom (Sub.) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 250,000 shares Expires 2028-09-22 F1 · shares: Effective September 22, 2023, Mr. Welch's previous 350,000 options were cancelled and he was granted 750,000 new options. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 15:53 UTC | KonaTel, Inc. KTEL · Entity 8122 | GrantOption · Derivative | 250,000 | $0.81 Strike: $0.81 | $202,250.00 |
DisclosureSEC source: 0001010412-23-000023 · primary_doc.xml · derivative · entry 5 Welch Jason N. · CIK 0001917568 · President of IM Telecom (Sub.) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2028-09-22 F1 · shares: Effective September 22, 2023, Mr. Welch's previous 350,000 options were cancelled and he was granted 750,000 new options. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 15:53 UTC | KonaTel, Inc. KTEL · Entity 8122 | Disposition to issuerOption · Derivative | 87,500 | $1.04 Strike: $1.04 | $91,000.00 |
DisclosureSEC source: 0001010412-23-000023 · primary_doc.xml · derivative · entry 4 Welch Jason N. · CIK 0001917568 · President of IM Telecom (Sub.) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 87,500 shares Expires 2027-02-14 F1 · shares: Effective September 22, 2023, Mr. Welch's previous 350,000 options were cancelled and he was granted 750,000 new options. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 15:53 UTC | KonaTel, Inc. KTEL · Entity 8122 | Disposition to issuerOption · Derivative | 87,500 | $1.04 Strike: $1.04 | $91,000.00 |
DisclosureSEC source: 0001010412-23-000023 · primary_doc.xml · derivative · entry 3 Welch Jason N. · CIK 0001917568 · President of IM Telecom (Sub.) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,500 Underlying: Common Stock · 87,500 shares Expires 2027-02-14 F1 · shares: Effective September 22, 2023, Mr. Welch's previous 350,000 options were cancelled and he was granted 750,000 new options. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 15:53 UTC | KonaTel, Inc. KTEL · Entity 8122 | Disposition to issuerOption · Derivative | 87,500 | $1.04 Strike: $1.04 | $91,000.00 |
DisclosureSEC source: 0001010412-23-000023 · primary_doc.xml · derivative · entry 2 Welch Jason N. · CIK 0001917568 · President of IM Telecom (Sub.) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 87,500 shares Expires 2027-02-14 F1 · shares: Effective September 22, 2023, Mr. Welch's previous 350,000 options were cancelled and he was granted 750,000 new options. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 15:53 UTC | KonaTel, Inc. KTEL · Entity 8122 | Disposition to issuerOption · Derivative | 87,500 | $1.04 Strike: $1.04 | $91,000.00 |
DisclosureSEC source: 0001010412-23-000023 · primary_doc.xml · derivative · entry 1 Welch Jason N. · CIK 0001917568 · President of IM Telecom (Sub.) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,500 Underlying: Common Stock · 87,500 shares Expires 2027-02-14 F1 · shares: Effective September 22, 2023, Mr. Welch's previous 350,000 options were cancelled and he was granted 750,000 new options. 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.