Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INNOVATIVE FOOD HOLDINGS INCIVFH · Entity 7870 | Director | 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.
INNOVATIVE FOOD HOLDINGS INC
Report date March 13, 2025 · Filed March 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,303,101 |
Reported balance
After 2025-03-13 transaction · row 1
1 source rowRow 1 · 2025-03-13 · Sale · Disposed 100,000 · Balance 2,303,101 F1: Reflects an open market sale of the Issuer's securities. F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.95 to $1.85, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an open market sale of the Issuer's securities.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.95 to $1.85, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.
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 22:58 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 100,000 | $1.85 | $185,300.00 |
DisclosureSEC source: 0001185185-25-000191 · ownership.xml · nonDerivative · entry 1 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,303,101 F1 · shares: Reflects an open market sale of the Issuer's securities. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.95 to $1.85, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 21:15 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 6,134 | $1.63 | $9,998.42 |
DisclosureSEC source: 0001185185-24-001169 · ownership.xml · nonDerivative · entry 2 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,403,101 F1 · shares: Reflects an open market sale of the Issuer's securities. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:15 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 127,436 | $1.60 | $203,897.60 |
DisclosureSEC source: 0001185185-24-001169 · ownership.xml · nonDerivative · entry 1 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,409,235 F1 · shares: Reflects an open market sale of the Issuer's securities. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.56 to $1.60, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| July 23, 2024 Filed Jul 23, 2024 20:31 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 1,200,000 | $1.20 | $1,440,000.00 |
DisclosureSEC source: 0001185185-24-000726 · ownership.xml · nonDerivative · entry 1 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,536,671 F1 · shares: The Reporting Person entered into two stock purchase agreements (the "Stock Purchase Agreements") with an entity in which a member of the Issuer's board of directors is a managing member. Pursuant to the Stock Purchase Agreements, the Reporting Person agreed to sell shares of the Issuer's common stock to the entity at a price of $1.20 per share. The transactions are expected to close in the near future. Read SEC document |
| December 30, 2023 Filed Jan 4, 2024 00:23 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | Tax withholdingStock Option · Derivative | 90,000 | $0.00 Strike: $0.62 | $0.00 |
DisclosureSEC source: 0001185185-24-000020 · ownership.xml · derivative · entry 3 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,000 shares Expires 2023-12-31 F2 · kind: Reflects the cashless exercise of 90,000 stock options granted pursuant to Rule 16b-3. The reporting person received 14,390 shares of the registrant's common stock upon such cashless exercise. Read SEC document |
| December 30, 2023 Filed Jan 4, 2024 00:23 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | Tax withholdingCommon Stock | 14,390 | $0.74 | $10,648.60 |
DisclosureSEC source: 0001185185-24-000020 · ownership.xml · nonDerivative · entry 2 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,736,671 F2 · kind: Reflects the cashless exercise of 90,000 stock options granted pursuant to Rule 16b-3. The reporting person received 14,390 shares of the registrant's common stock upon such cashless exercise. Read SEC document |
| December 29, 2023 Filed Jan 4, 2024 00:23 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | GiftCommon Stock | 360,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-24-000020 · ownership.xml · nonDerivative · entry 1 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,722,281 F1 · kind: This transaction represents a charitable donation to a charity. No value was received for the gifted shares. Read SEC document |
| December 15, 2023 Filed Dec 15, 2023 21:01 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 139,800 | $0.70 | $97,860.00 |
DisclosureSEC source: 0001185185-23-001309 · ownership.xml · nonDerivative · entry 2 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,082,281 F1 · shares: Reflects an open market sale of the Issuer's securities. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.70 to $0.71, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. F3 · balance_after: Does not include an additional 450,000 shares underlying vested stock options. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 21:01 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 75,200 | $0.80 | $60,160.00 |
DisclosureSEC source: 0001185185-23-001309 · ownership.xml · nonDerivative · entry 1 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,222,081 F1 · shares: Reflects an open market sale of the Issuer's securities. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.75 to $0.81, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. F3 · balance_after: Does not include an additional 450,000 shares underlying vested stock options. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 21:01 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 168,662 | $0.60 | $101,197.20 |
DisclosureSEC source: 0001185185-23-000979 · ownership.xml · nonDerivative · entry 2 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,297,281 F1 · shares: Reflects an open market sale of the Issuer's securities. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.60 to $0.65, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. F3 · balance_after: Does not include an additional 450,000 shares underlying vested stock options. Read SEC document |
| September 14, 2023 Filed Sep 18, 2023 21:01 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 81,338 | $0.68 | $55,309.84 |
DisclosureSEC source: 0001185185-23-000979 · ownership.xml · nonDerivative · entry 1 klepfish samuel · CIK 0001309511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,465,943 F1 · shares: Reflects an open market sale of the Issuer's securities. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.65 to $0.75, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. F3 · balance_after: Does not include an additional 450,000 shares underlying vested stock options. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 02:30 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | SaleCommon Stock | 720,000 | $0.25 | $180,000.00 |
DisclosureSEC source: 0001185185-23-000159 · ownership.xml · nonDerivative · entry 1 klepfish samuel · CIK 0001309511 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,547,281 F1 · shares: Sold as restricted shares in a private transaction to other insiders. F2 · balance_after: Does not include an additional 450,000 shares underlying vested stock options. Read SEC document |
| March 02, 2018 Filed Feb 8, 2019 21:45 UTC | INNOVATIVE FOOD HOLDINGS INC IVFH · Entity 7870 | Exercise / conversionCommon Stock | 55,192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001185185-19-000196 · ownership.xml · nonDerivative · entry 1 klepfish samuel · CIK 0001309511 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,196,628 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 · price: 100,000 options at a price of $0.35 and an additional 100,000 options at a price of $0.57 were exercised in a cashless conversion and a net amount of 55,192 shares were issued. F2 · balance_after: Includes 300,000 shares of unvested restricted stock, originally issued as restricted stock units in 2014 which were cancelled and replaced with restricted stock awards in 2017, which vests as follows: 125,000 of the shares vest contingent upon market stock price of $2.00 or above for 20 straight trading days; and 175,000 of the shares vest contingent upon market stock price of $3.00 or above for 20 straight trading days. Also includes 16,250 shares of common stock held by Mr. Klepfish's spouse, ownership of which is disclaimed by Mr. Klepfish. 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.