Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PSQ Holdings, Inc.PSQH · Entity 7679 | Chief Product Officer | March 18, 2024 | January 31, 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 18, 2024 · Filed January 31, 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 | 142,879 |
Last balance in matching sequence
After 2025-01-29 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2024-03-18 · Grant · Acquired 11,786 · Balance 11,786 F1: The grant of 11,786 restricted stock units ("RSUs") made to the reporting person on March 18, 2024, vested in full on September 1, 2024. 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, par value $0.0001 per share (the "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 · 2024-09-01 · Tax withholding · Disposed 3,607 · Balance 8,179 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, par value $0.0001 per share (the "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 3 · 2024-09-25 · Exercise / conversion · Acquired 50,000 · Balance 58,179 F3: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. 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, par value $0.0001 per share (the "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 4 · 2024-09-25 · Tax withholding · Disposed 15,300 · Balance 42,879 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, par value $0.0001 per share (the "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 5 · 2025-01-29 · Grant · Acquired 100,000 · Balance 142,879 F4: The securities reported in Column 4 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock. The 100,000 RSUs vest as follows: 33,333 RSUs vest on February 1, 2026, 33,333 RSUs vest on February 1, 2027, and 33,334 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: 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, par value $0.0001 per share (the "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 2024-09-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-09-25 · Exercise / conversion · Disposed 50,000 · Balance 100,000 F3: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. |
Filing footnotes · ownership attribution and instrument terms
F1: The grant of 11,786 restricted stock units ("RSUs") made to the reporting person on March 18, 2024, vested in full on September 1, 2024.
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, par value $0.0001 per share (the "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.
F3: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit.
F4: The securities reported in Column 4 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock. The 100,000 RSUs vest as follows: 33,333 RSUs vest on February 1, 2026, 33,333 RSUs vest on February 1, 2027, and 33,334 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.
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 |
|---|---|---|---|---|---|---|
| January 29, 2025 Filed Jan 31, 2025 20:58 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000030 · primary_doc.xml · nonDerivative · entry 5 Weisbecker Andrew · CIK 0001985231 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,879 F4 · shares: The securities reported in Column 4 of Table I are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock. The 100,000 RSUs vest as follows: 33,333 RSUs vest on February 1, 2026, 33,333 RSUs vest on February 1, 2027, and 33,334 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: 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, par value $0.0001 per share (the "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 |
| September 25, 2024 Filed Jan 31, 2025 20:58 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000030 · primary_doc.xml · derivative · entry 6 Weisbecker Andrew · CIK 0001985231 · Chief Product Officer 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. F3 · derivative.exercise_price: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F3 · kind: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F3 · price: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F3 · derivative.exercise_date: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F3 · derivative.expiration_date: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. Read SEC document |
| September 25, 2024 Filed Jan 31, 2025 20:58 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 15,300 | $2.41 | $36,873.00 |
DisclosureSEC source: 0001474506-25-000030 · primary_doc.xml · nonDerivative · entry 4 Weisbecker Andrew · CIK 0001985231 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,879 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, par value $0.0001 per share (the "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 |
| September 25, 2024 Filed Jan 31, 2025 20:58 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: 0001474506-25-000030 · primary_doc.xml · nonDerivative · entry 3 Weisbecker Andrew · CIK 0001985231 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,179 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. F3 · kind: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F3 · shares: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. F3 · price: The grant of 150,000 RSUs made to the reporting person on September 25, 2023, vests as follows: one-third of the restricted stock unit award vested on September 25, 2024, one-third of the restricted stock unit award will vest on September 25, 2025 and one-third of the restricted stock unit award will vest on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock upon vesting of the unit. 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, par value $0.0001 per share (the "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 |
| September 01, 2024 Filed Jan 31, 2025 20:58 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | Tax withholdingClass A Common Stock, par value $0.0001 per share | 3,607 | $2.69 | $9,702.83 |
DisclosureSEC source: 0001474506-25-000030 · primary_doc.xml · nonDerivative · entry 2 Weisbecker Andrew · CIK 0001985231 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,179 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, par value $0.0001 per share (the "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 18, 2024 Filed Jan 31, 2025 20:58 UTC | PSQ Holdings, Inc. PSQH · Entity 7679 | GrantClass A Common Stock, par value $0.0001 per share | 11,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-25-000030 · primary_doc.xml · nonDerivative · entry 1 Weisbecker Andrew · CIK 0001985231 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,786 F1 · shares: The grant of 11,786 restricted stock units ("RSUs") made to the reporting person on March 18, 2024, vested in full on September 1, 2024. 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, par value $0.0001 per share (the "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 |
| September 25, 2023 Filed Oct 5, 2023 17:33 UTC | PSQ Holdings, Inc. PSQHX · Entity 7679 | GrantRestricted Stock Unit · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-23-000331 · primary_doc.xml · derivative · entry 1 Weisbecker Andrew · CIK 0001985231 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Class A Common Stock · 150,000 shares Expires not disclosed F1 · derivative.exercise_price: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · kind: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · price: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.exercise_date: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. F1 · derivative.expiration_date: One-third of the restricted stock unit award will vest in full on September 25, 2024, one-third of the restricted stock unit award will vest in full on September 25, 2025 and one-third of the restricted stock unit award will vest in full on September 25, 2026, subject to the Reporting Person's continued employment with the Issuer. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A common stock upon vesting of the unit. 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.