Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GIFTIFY, INC.GIFT · Entity 7494 | CTO | April 01, 2022 | October 23, 2024 |
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.
GIFTIFY, INC.
Report date April 01, 2022 · Filed October 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 1,040,217 |
Ending reported balance
After 2024-10-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-09-09 · Purchase · Acquired 1,000 · Balance 1,005,217 Row 2 · 2024-10-10 · Purchase · Acquired 35,000 · Balance 1,040,217 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.50 · Expires 2032-04-01 | Direct | 679.217 |
Reported balance
After 2022-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-04-01 · Grant · Acquired 400,000 · Balance 679.217 F1: Mr. Wellisch received 279,217 shares of stock and 400,000 options for the sale of GameIQ and accepting the role as CTO. The options vest as follows: 160,000 shares vested on March 1, 2022, 10,000 shares vested on the first day of each month from April 1, 2022 through March 1, 2024. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $3.39 · Expires 2032-04-02 | Direct | 704,217 |
Reported balance
After 2022-04-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-04-02 · Grant · Acquired 25,000 · Balance 704,217 F2: Mr. Wellisch received 25,000 options as a performance bonus. The options vested as follows: 8,333 shares vested on April 2, 2023, 8,333 shares vested on April 2, 2024, and 8,334 shares will vest on April 2, 2025. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $3.15 · Expires 2033-11-05 | Direct | 1,004,217 |
Reported balance
After 2023-11-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-11-05 · Grant · Acquired 300,000 · Balance 1,004,217 F3: Mr. Wellisch received 300,000 vested options as a bonus for rebuilding RDC's infrastructure and operations. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Wellisch received 279,217 shares of stock and 400,000 options for the sale of GameIQ and accepting the role as CTO. The options vest as follows: 160,000 shares vested on March 1, 2022, 10,000 shares vested on the first day of each month from April 1, 2022 through March 1, 2024.
F2: Mr. Wellisch received 25,000 options as a performance bonus. The options vested as follows: 8,333 shares vested on April 2, 2023, 8,333 shares vested on April 2, 2024, and 8,334 shares will vest on April 2, 2025.
F3: Mr. Wellisch received 300,000 vested options as a bonus for rebuilding RDC's infrastructure and operations.
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 |
|---|---|---|---|---|---|---|
| October 10, 2024 Filed Oct 23, 2024 14:23 UTC | GIFTIFY, INC. GIFT · Entity 7494 | PurchaseCommon stock | 35,000 | $1.45 | $50,750.00 |
DisclosureSEC source: 0001493152-24-042216 · ownership.xml · nonDerivative · entry 2 Wellisch Balazs · CIK 0002042172 · CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040,217 Read SEC document |
| September 09, 2024 Filed Oct 23, 2024 14:23 UTC | GIFTIFY, INC. GIFT · Entity 7494 | PurchaseCommon stock | 1,000 | $2.95 | $2,950.00 |
DisclosureSEC source: 0001493152-24-042216 · ownership.xml · nonDerivative · entry 1 Wellisch Balazs · CIK 0002042172 · CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,005,217 Read SEC document |
| November 05, 2023 Filed Oct 23, 2024 14:23 UTC | GIFTIFY, INC. GIFT · Entity 7494 | GrantStock Option · Derivative | 300,000 | Not disclosed Strike: $3.15 | Not disclosed |
DisclosureSEC source: 0001493152-24-042216 · ownership.xml · derivative · entry 5 Wellisch Balazs · CIK 0002042172 · CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,004,217 Underlying: common stock · 300,000 shares Expires 2033-11-05 F3 · price: Mr. Wellisch received 300,000 vested options as a bonus for rebuilding RDC's infrastructure and operations. Read SEC document |
| April 02, 2022 Filed Oct 23, 2024 14:23 UTC | GIFTIFY, INC. GIFT · Entity 7494 | GrantStock Option · Derivative | 25,000 | Not disclosed Strike: $3.39 | Not disclosed |
DisclosureSEC source: 0001493152-24-042216 · ownership.xml · derivative · entry 4 Wellisch Balazs · CIK 0002042172 · CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704,217 Underlying: common stock · 25,000 shares Expires 2032-04-02 F2 · price: Mr. Wellisch received 25,000 options as a performance bonus. The options vested as follows: 8,333 shares vested on April 2, 2023, 8,333 shares vested on April 2, 2024, and 8,334 shares will vest on April 2, 2025. F2 · derivative.exercise_date: Mr. Wellisch received 25,000 options as a performance bonus. The options vested as follows: 8,333 shares vested on April 2, 2023, 8,333 shares vested on April 2, 2024, and 8,334 shares will vest on April 2, 2025. Read SEC document |
| April 01, 2022 Filed Oct 23, 2024 14:23 UTC | GIFTIFY, INC. GIFT · Entity 7494 | GrantStock Option · Derivative | 400,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0001493152-24-042216 · ownership.xml · derivative · entry 3 Wellisch Balazs · CIK 0002042172 · CTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 679.217 Underlying: common stock · 400,000 shares Expires 2032-04-01 F1 · price: Mr. Wellisch received 279,217 shares of stock and 400,000 options for the sale of GameIQ and accepting the role as CTO. The options vest as follows: 160,000 shares vested on March 1, 2022, 10,000 shares vested on the first day of each month from April 1, 2022 through March 1, 2024. F1 · derivative.exercise_date: Mr. Wellisch received 279,217 shares of stock and 400,000 options for the sale of GameIQ and accepting the role as CTO. The options vest as follows: 160,000 shares vested on March 1, 2022, 10,000 shares vested on the first day of each month from April 1, 2022 through March 1, 2024. 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.