Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expion Energy, Inc.XPON · Entity 8198 | 10% owner | June 04, 2024 | June 07, 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.
Expion Energy, Inc.
Report date June 04, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,721,909 |
Reported balance
After 2024-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-04 · Sale · Disposed 5,273 · Balance 1,721,909 F1: Reflects the weighted average price at which the shares of the Issuer's common stock, par value $0.001 per share ("Common Stock"), were sold. The shares were sold in multiple transactions at prices ranging from $1.64 to $1.71, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Common StockSEC Table I · non-derivative | Direct | 1,692,182 |
Reported balance
After 2024-06-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-06-05 · Sale · Disposed 29,727 · Balance 1,692,182 F2: Reflects the weighted average price at which the shares of Common Stock, were sold. The shares were sold in multiple transactions at prices ranging from $1.53 to $1.62, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Includes 1,442,182 shares of Common Stock and 250,000 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Issuer's 2021 Incentive Award Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average price at which the shares of the Issuer's common stock, par value $0.001 per share ("Common Stock"), were sold. The shares were sold in multiple transactions at prices ranging from $1.64 to $1.71, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: Reflects the weighted average price at which the shares of Common Stock, were sold. The shares were sold in multiple transactions at prices ranging from $1.53 to $1.62, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: Includes 1,442,182 shares of Common Stock and 250,000 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Issuer's 2021 Incentive Award Plan.
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 |
|---|---|---|---|---|---|---|
| June 05, 2024 Filed Jun 7, 2024 01:51 UTC | Expion Energy, Inc. XPON · Entity 8198 | SaleCommon Stock | 29,727 | $1.57 | $46,671.39 |
DisclosureSEC source: 0001903596-24-000378 · ownership.xml · nonDerivative · entry 2 Yozamp John Henry · CIK 0001921762 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,692,182 F2 · price: Reflects the weighted average price at which the shares of Common Stock, were sold. The shares were sold in multiple transactions at prices ranging from $1.53 to $1.62, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 1,442,182 shares of Common Stock and 250,000 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Read SEC document |
| June 04, 2024 Filed Jun 7, 2024 01:51 UTC | Expion Energy, Inc. XPON · Entity 8198 | SaleCommon Stock | 5,273 | $1.67 | $8,805.91 |
DisclosureSEC source: 0001903596-24-000378 · ownership.xml · nonDerivative · entry 1 Yozamp John Henry · CIK 0001921762 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,721,909 F1 · price: Reflects the weighted average price at which the shares of the Issuer's common stock, par value $0.001 per share ("Common Stock"), were sold. The shares were sold in multiple transactions at prices ranging from $1.64 to $1.71, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 01:59 UTC | Expion Energy, Inc. XPON · Entity 8198 | SaleCommon Stock | 23,035 | $4.72 | $108,725.20 |
DisclosureSEC source: 0001903596-24-000020 · ownership.xml · nonDerivative · entry 1 Yozamp John Henry · CIK 0001921762 · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,727,182 F1 · price: Reflects the weighted average price at which the shares of the Issuer's common stock, par value $0.001 per share ("Common Stock"), were sold. The shares were sold in multiple transactions at prices ranging from $4.52 to $5.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Reflects 1,477,182 shares of Common Stock and 250,000 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 00:39 UTC | Expion Energy, Inc. XPON · Entity 8198 | SaleCommon Stock | 23,035 | $4.60 | $105,961.00 |
DisclosureSEC source: 0001903596-23-000961 · ownership.xml · nonDerivative · entry 1 Yozamp John Henry · CIK 0001921762 · Business Development Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,685,552 F1 · shares: Reflects the weighted average price at which the shares of the Issuer's common stock, par value $0.001 per share ("Common Stock"), were sold. The shares were sold in multiple transactions at prices ranging from $4.50 to $4.70, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Reflects 1,500,177 shares of Common Stock and 185,375 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 23:07 UTC Amendment | Expion Energy, Inc. XPON · Entity 8198 | SaleCommon Stock | 23,035 | $3.92 | $90,297.20 |
DisclosureSEC source: 0001903596-23-000901 · ownership.xml · nonDerivative · entry 1 Yozamp John Henry · CIK 0001921762 · Business Development Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,708,587 F1 · shares: Reflects the weighted average price at which the shares of common stock were sold. The shares were sold in multiple transactions at prices ranging from $3.80 to $4.105, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Reflects 1,523,252 shares of common stock and 185,375 shares of common stock issuable upon exercise of vested options issued to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 22:01 UTC | Expion Energy, Inc. XPON · Entity 8198 | SaleCommon Stock | 23,035 | $3.92 | $90,297.20 |
DisclosureSEC source: 0001903596-23-000899 · ownership.xml · nonDerivative · entry 1 Yozamp John Henry · CIK 0001921762 · Business Development Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,708,587 F1 · shares: Reflects the weighted average price at which the shares of common stock were sold. The shares were sold in multiple transactions at prices ranging from $3.80 to $4.105, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Reflects 1,523,252 shares of common stock and 185,375 shares of common stock issuable upon exercise of vested options issued to the Reporting Person under the Issuer's 2021 Incentive Award Plan. Read SEC document |
| August 23, 2023 Filed Aug 28, 2023 12:09 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantStock Option (Right to Buy) · Derivative | 70,500 | $0.00 Strike: $4.92 | $0.00 |
DisclosureSEC source: 0001903596-23-000672 · ownership.xml · derivative · entry 1 Yozamp John Henry · CIK 0001921762 · Business Development Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,500 Underlying: Common Stock · 70,500 shares Expires 2033-08-23 F1 · shares: Reflects a grant of stock options ("Options") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. The Options vest and become exercisable in 12 equal quarterly installments through June 30, 2026, with the first installment vesting commencing on September 30, 2023, subject to the Reporting Person's continued service to the Issuer through each such vesting date. F1 · derivative.exercise_date: Reflects a grant of stock options ("Options") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. The Options vest and become exercisable in 12 equal quarterly installments through June 30, 2026, with the first installment vesting commencing on September 30, 2023, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| May 02, 2022 Filed May 5, 2022 20:59 UTC | Expion Energy, Inc. xpon · Entity 8198 | GrantOption | 250,000 | $3.69 | $922,500.00 |
DisclosureSEC source: 0001921762-22-000002 · primary_doc.xml · nonDerivative · entry 1 Yozamp John Henry · CIK 0001921762 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796,287 F1 · balance_after: 1,546,287 shares of common stock and options to purchase 250,000 shares of common stock Read SEC document |
| May 02, 2022 Filed Dec 28, 2022 23:38 UTC Amendment | Expion Energy, Inc. [XPON] · Entity 8198 | GrantOptions · Derivative | 179,500 | $0.00 Strike: $3.70 | $0.00 |
DisclosureSEC source: 0001903596-22-000973 · ownership.xml · derivative · entry 1 Yozamp John Henry · CIK 0001921762 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,500 Underlying: Common Stock · 179,500 shares Expires 2027-05-02 F1 · derivative.exercise_price: This Form 4 is being filed to amend the number of options previously reported as being granted from 250,000 to 179,500 and to amend the exercise price of the granted options previously reported as being $3.69 to $3.70. In addition, the original Form 4 also inadvertently reported the grant of options in Table I and this Form 4 correctly reports the grant of options in Table II. 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.