Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IZEA Worldwide, Inc.IZEA · Entity 7183 | Director · Chief Operating Officer | September 20, 2024 | September 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.
IZEA Worldwide, Inc.
Report date September 20, 2024 · Filed September 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 129,502 |
Ending reported balance
After 2024-09-20 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-09-20 · Exercise / conversion · Acquired 2,393 · Balance 128,950 F1: These purchase options were issued on August 14, 2019, under the Issuer's May 2011 Equity Incentive Plan and vest in 48 monthly installments. Row 2 · 2024-09-20 · Exercise / conversion · Acquired 1,667 · Balance 130,617 F2: These purchase options were issued on December 31, 2019, under the Issuer's May 2011 Equity Incentive Plan and vest in 48 monthly installments. Row 3 · 2024-09-20 · Exercise / conversion · Acquired 1,667 · Balance 132,284 F3: These purchase options were issued on April 1, 2020, under the Issuer's May 2011 Equity Incentive Plan and vest in 48 monthly installments. Row 4 · 2024-09-20 · Sale · Disposed 2,782 · Balance 129,502 F4: Proceeds of the sale of shares were used to cover the reporting person's liability from exercising the options. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.475 to $2.5101, inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, on request. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.68 · Expires 2029-08-14 | Direct | 0 |
Reported balance
After 2024-09-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-09-20 · Exercise / conversion · Disposed 2,393 · Balance 0 |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.69 · Expires 2030-04-01 | Direct | 0 |
Reported balance
After 2024-09-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-09-20 · Exercise / conversion · Disposed 1,667 · Balance 0 |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.95 · Expires 2030-01-01 | Direct | 0 |
Reported balance
After 2024-09-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-09-20 · Exercise / conversion · Disposed 1,667 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: These purchase options were issued on August 14, 2019, under the Issuer's May 2011 Equity Incentive Plan and vest in 48 monthly installments.
F2: These purchase options were issued on December 31, 2019, under the Issuer's May 2011 Equity Incentive Plan and vest in 48 monthly installments.
F3: These purchase options were issued on April 1, 2020, under the Issuer's May 2011 Equity Incentive Plan and vest in 48 monthly installments.
F4: Proceeds of the sale of shares were used to cover the reporting person's liability from exercising the options.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.475 to $2.5101, inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, on request.
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 |
|---|---|---|---|---|---|---|
| August 14, 2017 Filed Aug 16, 2017 10:41 UTC | IZEA Worldwide, Inc. IZEA · Entity 7183 | GrantCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001495231-17-000086 · wf-form4_150289450196330.xml · nonDerivative · entry 1 Schram Ryan S · CIK 0001667631 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,032 F1 · shares: Restricted Stock received for a Q2 2017 stock bonus valued at $1,291 based on the closing market price of $1.95 on the grant date of August 14, 2017. Award vests in 48 equal monthly installments. In the event the Reporting Person no longer serves as a director or employee at each vesting date, any unvested shares will be forfeited to the Issuer. Read SEC document |
| May 12, 2017 Filed May 16, 2017 17:20 UTC | IZEA Worldwide, Inc. IZEA · Entity 7183 | GrantOption (Right to Buy) · Derivative | 2,412 | $0.00 Strike: $2.75 | $0.00 |
DisclosureSEC source: 0001495231-17-000055 · wf-form4_149496959574061.xml · derivative · entry 1 Schram Ryan S · CIK 0001667631 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,463 Underlying: Common Stock · 2,412 shares Expires 2027-05-12 F1 · derivative.exercise_date: These options to purchase shares were issued under the Issuer's May 2011 Equity Incentive Plan and vest in 48 equal installments monthly starting on the grant date, May 12, 2017. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 08:23 UTC | IZEA Worldwide, Inc. IZEA · Entity 7183 | GrantOption (Right to Buy) · Derivative | 2,375 | $0.00 Strike: $4.20 | $0.00 |
DisclosureSEC source: 0001495231-17-000031 · wf-form4_149130861660738.xml · derivative · entry 1 Schram Ryan S · CIK 0001667631 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,051 Underlying: Common Stock · 2,375 shares Expires 2027-03-31 F1 · derivative.exercise_date: These options to purchase shares were issued under the Issuer's May 2011 Equity Incentive Plan and vest in 48 equal installments monthly starting on the grant date, March 31, 2017. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 07:35 UTC | IZEA Worldwide, Inc. IZEA · Entity 7183 | GrantOption (Right to Buy) · Derivative | 6,667 | $0.00 Strike: $4.51 | $0.00 |
DisclosureSEC source: 0001495231-17-000006 · wf-form4_148353328779204.xml · derivative · entry 1 Schram Ryan S · CIK 0001667631 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,676 Underlying: Common Stock · 6,667 shares Expires 2027-01-01 F1 · derivative.exercise_date: These options to purchase shares were issued under the Issuer's May 2011 Equity Incentive Plan and vest in 48 equal installments monthly starting on the grant date, January 1, 2017. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 07:30 UTC | IZEA Worldwide, Inc. IZEA · Entity 7183 | GrantCommon Stock | 1,000 | $3.83 | $3,833.50 |
DisclosureSEC source: 0001495231-17-000004 · wf-form4_148353299267816.xml · nonDerivative · entry 1 Schram Ryan S · CIK 0001667631 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,370 F1 · kind: Shares acquired at a 15% discount to the closing market price on December 31, 2016 pursuant to the Company's 2014 Employee Stock Purchase Plan. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 13:19 UTC | IZEA Worldwide, Inc. IZEA · Entity 7183 | GrantOption (Right to Buy) · Derivative | 1,050 | $0.00 Strike: $4.72 | $0.00 |
DisclosureSEC source: 0001495231-16-000150 · wf-form4_147949316276162.xml · derivative · entry 1 Schram Ryan S · CIK 0001667631 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,009 Underlying: Common Stock · 1,050 shares Expires 2026-11-17 F1 · derivative.exercise_date: These options to purchase shares were issued under the Issuer's May 2011 Equity Incentive Plan and vest in 48 equal installments monthly starting on the grant date, November 17, 2016. 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.