Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALPINE 4 HOLDINGS, INC.ALPP · Entity 88288 | CHIEF FINANCIAL OFFICER | October 31, 2023 | July 09, 2024 |
| MOBIVITY HOLDINGS CORP.MFON · Entity 8437 | CFO | May 15, 2017 | May 17, 2017 |
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.
ALPINE 4 HOLDINGS, INC.
Report date October 31, 2023 · Filed July 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
After 2023-10-31 transaction · row 1
1 source rowRow 1 · 2023-10-31 · Grant · Acquired 25,000 · Balance 25,000 |
| EMPLOYEE STOCK OPTION (RIGHT TO BUY)SEC Table II · derivative / convertible security · Conversion / exercise price $0.77 · Expires 2034-02-12 | Direct | 300,000 |
Reported balance
After 2024-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-02-12 · Grant · Acquired 300,000 · Balance 300,000 F1: THE OPTION VESTS AS FOLLOWS: 90,000 OPTIONS VEST ON THE FIRST ANNIVERSARY OF THE GRANT DATE; 90,000 OPTIONS VEST ON THE SECOND ANNIVERSARY OF THE GRANT DATE; AND 120,000 OPTIONS VEST ON THE THIRD ANNIVERSARY OF THE GRANT DATE. |
Filing footnotes · ownership attribution and instrument terms
F1: THE OPTION VESTS AS FOLLOWS: 90,000 OPTIONS VEST ON THE FIRST ANNIVERSARY OF THE GRANT DATE; 90,000 OPTIONS VEST ON THE SECOND ANNIVERSARY OF THE GRANT DATE; AND 120,000 OPTIONS VEST ON THE THIRD ANNIVERSARY OF THE GRANT DATE.
MOBIVITY HOLDINGS CORP.
Report date May 15, 2017 · Filed May 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.60 · Expires 2027-05-15 | Direct | 750,000 |
Reported balance
After 2017-05-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-15 · Grant · Acquired 450,000 · Balance 750,000 F1: 25% upon the first year and 1/36 monthly thereafter |
Filing footnotes · ownership attribution and instrument terms
F1: 25% upon the first year and 1/36 monthly thereafter
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 |
|---|---|---|---|---|---|---|
| February 12, 2024 Filed Jul 9, 2024 15:53 UTC | ALPINE 4 HOLDINGS, INC. ALPP · Entity 88288 | GrantEMPLOYEE STOCK OPTION (RIGHT TO BUY) · Derivative | 300,000 | $0.00 Strike: $0.77 | $0.00 |
DisclosureSEC source: 0001606576-24-000006 · primary_doc.xml · derivative · entry 2 Meinerz Christopher · CIK 0001606576 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: CLASS A COMMON STOCK · 300,000 shares Expires 2034-02-12 F1 · derivative.exercise_date: THE OPTION VESTS AS FOLLOWS: 90,000 OPTIONS VEST ON THE FIRST ANNIVERSARY OF THE GRANT DATE; 90,000 OPTIONS VEST ON THE SECOND ANNIVERSARY OF THE GRANT DATE; AND 120,000 OPTIONS VEST ON THE THIRD ANNIVERSARY OF THE GRANT DATE. Read SEC document |
| October 31, 2023 Filed Jul 9, 2024 15:53 UTC | ALPINE 4 HOLDINGS, INC. ALPP · Entity 88288 | GrantCLASS A COMMON STOCK | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001606576-24-000006 · primary_doc.xml · nonDerivative · entry 1 Meinerz Christopher · CIK 0001606576 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| May 15, 2017 Filed May 17, 2017 18:06 UTC | MOBIVITY HOLDINGS CORP. MFON · Entity 8437 | GrantStock Option · Derivative | 450,000 | $0.60 Strike: $0.60 | $270,000.00 |
DisclosureSEC source: 0001415889-17-000789 · form4-05172017_030538.xml · derivative · entry 1 Meinerz Christopher · CIK 0001606576 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,000 Underlying: Options · 450,000 shares Expires 2027-05-15 F1 · derivative.exercise_date: 25% upon the first year and 1/36 monthly thereafter 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.