Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Services of America CORPESOA · Entity 6286 | Director | September 18, 2024 | September 19, 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.
Energy Services of America CORP
Report date September 18, 2024 · Filed September 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 714,191 |
Reported balance
After 2024-09-18 transaction · row 1
1 source rowRow 1 · 2024-09-18 · Sale · Disposed 50,000 · Balance 714,191 F1: Weighted average price |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price
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 |
|---|---|---|---|---|---|---|
| September 18, 2024 Filed Sep 19, 2024 11:49 UTC | Energy Services of America CORP ESOA · Entity 6286 | SaleCommon Stock | 50,000 | $10.10 | $505,000.00 |
DisclosureSEC source: 0001104659-24-101199 · tm2424356-2_4seq1.xml · nonDerivative · entry 1 Kapourales Samuel G · CIK 0001543336 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 714,191 F1 · price: Weighted average price Read SEC document |
| October 06, 2021 Filed Oct 13, 2021 20:25 UTC | Energy Services of America CORP ESOA · Entity 6286 | ConversionSeries A Convertible Preferred Stock · Derivative | 16 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-125812 · tm2129672d6_4.xml · derivative · entry 2 Kapourales Samuel G · CIK 0001543336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 269,384 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Series A Preferred Stock was converted to common shares at $25,000 per share plus accrued but unpaid dividends divided by a $1.50 redemption price. F2 · price: Series A Preferred Stock was converted to common shares at $25,000 per share plus accrued but unpaid dividends divided by a $1.50 redemption price. F1 · derivative.expiration_date: Series A Preferred Stock will be converted into shares of common stock, at the option of the holders, only in the event that the issuer elects to redeem the Series A Preferred Stock, and only during the period provided by the issuers Notice of Redemption. Read SEC document |
| October 06, 2021 Filed Oct 13, 2021 20:25 UTC | Energy Services of America CORP ESOA · Entity 6286 | ConversionCommon Stock | 269,384 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-125812 · tm2129672d6_4.xml · nonDerivative · entry 1 Kapourales Samuel G · CIK 0001543336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 764,191 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Series A Preferred Stock was converted to common shares at $25,000 per share plus accrued but unpaid dividends divided by a $1.50 redemption price. 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.