Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NeoVolta Inc.NEOV · Entity 6227 | Chief Operating Officer | January 01, 2025 | January 15, 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.
NeoVolta Inc.
Report date January 01, 2025 · Filed January 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 150,000 |
Reported balance
After 2025-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-01 · Grant · Acquired 150,000 · Balance 150,000 F1: Each restricted stock unit represents a contingent right to receive one shares of Company common stock. F3: Issued in connection with the reporting person's employment with the Company. F2: The restricted stock units set forth in this table vests in three equal annual installments beginning on the first anniversary of the Transaction Date, subject to the grantee's continued service to the Company on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one shares of Company common stock.
F2: The restricted stock units set forth in this table vests in three equal annual installments beginning on the first anniversary of the Transaction Date, subject to the grantee's continued service to the Company on each vesting date.
F3: Issued in connection with the reporting person's employment with the Company.
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 01, 2025 Filed Jan 15, 2025 10:31 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantRestricted Stock Units · Derivative | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-25-000363 · ownership.xml · derivative · entry 1 Mendik Michael · CIK 0002051388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one shares of Company common stock. F3 · price: Issued in connection with the reporting person's employment with the Company. F2 · derivative.exercise_date: The restricted stock units set forth in this table vests in three equal annual installments beginning on the first anniversary of the Transaction Date, subject to the grantee's continued service to the Company on each vesting date. F2 · derivative.expiration_date: The restricted stock units set forth in this table vests in three equal annual installments beginning on the first anniversary of the Transaction Date, subject to the grantee's continued service to the Company on each vesting date. 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.