Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NeoVolta Inc.NEOV · Entity 6227 | Director | October 18, 2024 | October 22, 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.
NeoVolta Inc.
Report date October 18, 2024 · Filed October 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,966 |
Reported balance
After 2024-10-18 transaction · row 1
1 source rowRow 1 · 2024-10-18 · Grant · Acquired 36,609 · Balance 134,966 F1: Issued in connection with Board of Director services. |
Filing footnotes · ownership attribution and instrument terms
F1: Issued in connection with Board of Director services.
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 18, 2024 Filed Oct 22, 2024 13:50 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantCommon Stock | 36,609 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-24-007285 · ownership.xml · nonDerivative · entry 1 Amos James F · CIK 0001933222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,966 F1 · price: Issued in connection with Board of Director services. Read SEC document |
| October 11, 2023 Filed Oct 13, 2023 16:34 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantCommon Stock | 20,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-23-007136 · ownership.xml · nonDerivative · entry 1 Amos James F · CIK 0001933222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,357 F1 · price: Issued in connection with Board of Director services. Read SEC document |
| October 28, 2022 Filed Nov 2, 2022 21:00 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-22-007225 · ownership.xml · nonDerivative · entry 1 Amos James F · CIK 0001933222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,000 F1 · price: Issued in connection with Board of Director services. 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.