Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CREATIVE MEDICAL TECHNOLOGY HOLDINGS, INC.CELZ · Entity 8127 | Director | December 02, 2021 | January 05, 2022 |
| 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.
CREATIVE MEDICAL TECHNOLOGY HOLDINGS, INC.
Report date December 02, 2021 · Filed January 05, 2022
This filing explicitly reported no securities owned.
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 | IndirectBy The Susan Hegarty Snow Trust | 25,626 |
Reported balance
After 2024-10-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-10-18 · Grant · Acquired 25,626 · Balance 25,626 F1: Issued in connection with Board of Director services. |
| Common StockSEC Table I · non-derivative | Direct | 14,250 |
Reported balance
After 2023-10-11 transaction · row 2
1 source rowRow 2 · 2023-10-11 · Grant · Acquired 14,250 · Balance 14,250 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 09:52 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantCommon Stock | 25,626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-24-007289 · ownership.xml · nonDerivative · entry 1 Snow Susan H · CIK 0001434953 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Susan Hegarty Snow Trust Disclosed balance after: 25,626 F1 · price: Issued in connection with Board of Director services. Read SEC document |
| October 11, 2023 Filed Oct 13, 2023 12:35 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantCommon Stock | 14,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-23-007140 · ownership.xml · nonDerivative · entry 1 Snow Susan H · CIK 0001434953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,250 F1 · price: Issued in connection with Board of Director services. Read SEC document |
| October 11, 2023 Filed Oct 22, 2024 09:52 UTC | NeoVolta Inc. NEOV · Entity 6227 | GrantCommon Stock | 14,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-24-007289 · ownership.xml · nonDerivative · entry 2 Snow Susan H · CIK 0001434953 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,250 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.