Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PSQ Holdings, Inc.PSQH · Entity 7679 | General Counsel | March 13, 2025 | March 17, 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 13, 2025 · Filed March 17, 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 | 82,230 |
Last balance in matching sequence
After 2025-03-13 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2025-03-13 · Exercise / conversion · Acquired 50,000 · Balance 100,000 F1: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). F2: 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, the Issuer's 2023 Stock Incentive Plan and the reporting person's continued employment with the Issuer. Row 2 · 2025-03-13 · Tax withholding · Disposed 17,770 · Balance 82,230 F2: 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, the Issuer's 2023 Stock Incentive Plan and the reporting person's continued employment with the Issuer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2025-03-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-13 · Exercise / conversion · Disposed 50,000 · Balance 100,000 F1: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). |
Filing footnotes · ownership attribution and instrument terms
F1: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock").
F2: 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, 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 13, 2025 Filed Mar 17, 2025 21:25 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000058 · primary_doc.xml · derivative · entry 3 Giudice James · CIK 0002015575 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock, par value $0.0001 per share · 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. F1 · derivative.exercise_price: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). F1 · kind: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). F1 · price: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). F1 · derivative.exercise_date: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). F1 · derivative.expiration_date: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 21:25 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 17,770 | $2.33 | $41,404.10 |
DisclosureSEC source: 0001474506-25-000058 · primary_doc.xml · nonDerivative · entry 2 Giudice James · CIK 0002015575 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,230 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, 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 21:25 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionClass A Common Stock, par value $0.0001 per share | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000058 · primary_doc.xml · nonDerivative · entry 1 Giudice James · CIK 0002015575 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 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 · kind: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). F1 · shares: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). F1 · price: The grant of 150,000 restricted stock units ("RSUs") made to the reporting person on March 13, 2024 vest in three equal installments beginning on March 13, 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. Each RSU represents a contingent right to receive one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"). 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, 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 18:02 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: 0001474506-25-000026 · primary_doc.xml · nonDerivative · entry 1 Giudice James · CIK 0002015575 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 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: 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 |
| March 13, 2024 Filed Mar 15, 2024 17:05 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantRestricted Stock Unit · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002015575-24-000005 · primary_doc.xml · derivative · entry 1 Giudice James · CIK 0002015575 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Class A Common Stock, par value $0.0001 per share · 150,000 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock unit ("RSU") award will vest in three equal installments beginning on March 13, 2025. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock, par value $0.0001 per share. F1 · kind: The restricted stock unit ("RSU") award will vest in three equal installments beginning on March 13, 2025. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock, par value $0.0001 per share. F1 · price: The restricted stock unit ("RSU") award will vest in three equal installments beginning on March 13, 2025. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock, par value $0.0001 per share. F1 · derivative.exercise_date: The restricted stock unit ("RSU") award will vest in three equal installments beginning on March 13, 2025. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock, par value $0.0001 per share. F1 · derivative.expiration_date: The restricted stock unit ("RSU") award will vest in three equal installments beginning on March 13, 2025. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock, par value $0.0001 per share. 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.