Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vocodia Holdings CorpVHAI · Entity 8609 | Director · Chief Executive Officer | May 29, 2024 | May 30, 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.
Vocodia Holdings Corp
Report date May 29, 2024 · Filed May 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,147,583 |
Reported balance
After 2024-05-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-29 · Disposition to issuer · Disposed 94,117 · Balance 1,147,583 F1: Mr. Podolak indirectly owns 150,000 shares of common stock as beneficiary of The Brian Podolak Irrevocable Trust. |
| Series A WarrantSEC Table II · derivative / convertible security · Conversion / exercise price $5.53 · Expires 2029-02-26 | Direct | 0 |
Reported balance
After 2024-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-29 · Disposition to issuer · Disposed 94,117 · Balance 0 |
| Series B WarrantSEC Table II · derivative / convertible security · Conversion / exercise price $8.50 · Expires 2029-02-26 | Direct | 0 |
Reported balance
After 2024-05-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-29 · Disposition to issuer · Disposed 94,117 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Podolak indirectly owns 150,000 shares of common stock as beneficiary of The Brian Podolak Irrevocable Trust.
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 |
|---|---|---|---|---|---|---|
| May 29, 2024 Filed May 30, 2024 16:16 UTC | Vocodia Holdings Corp VHAI · Entity 8609 | Disposition to issuerSeries B Warrant · Derivative | 94,117 | $3.00 Strike: $8.50 | $282,351.00 |
DisclosureSEC source: 0001213900-24-047993 · ownership.xml · derivative · entry 3 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 94,117 shares Expires 2029-02-26 Read SEC document |
| May 29, 2024 Filed May 30, 2024 16:16 UTC | Vocodia Holdings Corp VHAI · Entity 8609 | Disposition to issuerSeries A Warrant · Derivative | 94,117 | $0.62 Strike: $5.53 | $58,352.54 |
DisclosureSEC source: 0001213900-24-047993 · ownership.xml · derivative · entry 2 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 94,117 shares Expires 2029-02-26 Read SEC document |
| May 29, 2024 Filed May 30, 2024 16:16 UTC | Vocodia Holdings Corp VHAI · Entity 8609 | Disposition to issuerCommon Stock | 94,117 | $0.10 | $9,411.70 |
DisclosureSEC source: 0001213900-24-047993 · ownership.xml · nonDerivative · entry 1 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,147,583 F1 · balance_after: Mr. Podolak indirectly owns 150,000 shares of common stock as beneficiary of The Brian Podolak Irrevocable Trust. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | Vocodia Holdings Corp VOCO · Entity 8609 | GrantSeries B Warrant · Derivative | 94,117 | $0.13 Strike: $5.53 | $11,764.63 |
DisclosureSEC source: 0001213900-24-017715 · ownership.xml · derivative · entry 6 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,117 Underlying: Common Stock · 94,117 shares Expires 2029-02-26 Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | Vocodia Holdings Corp VOCO · Entity 8609 | GrantSeries A Warrant · Derivative | 94,117 | $0.13 Strike: $5.53 | $11,764.63 |
DisclosureSEC source: 0001213900-24-017715 · ownership.xml · derivative · entry 5 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,117 Underlying: Common Stock · 94,117 shares Expires 2029-02-26 Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | Vocodia Holdings Corp VOCO · Entity 8609 | Disposition to issuerSeries A Preferred Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-017715 · ownership.xml · nonDerivative · entry 4 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Mr Podolak acquired 100,000 shares of Common Stock pursuant to the conversion of Series A Preferred Stock held by him. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | Vocodia Holdings Corp VOCO · Entity 8609 | OtherCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-017715 · ownership.xml · nonDerivative · entry 3 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,241,700 F2 · kind: Mr Podolak acquired 100,000 shares of Common Stock pursuant to the conversion of Series A Preferred Stock held by him. F1 · balance_after: Mr. Podolak indirectly owns 150,000 shares of common stock as beneficiary of The Brian Podolak Irrevocable Trust. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | Vocodia Holdings Corp VOCO · Entity 8609 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-017715 · ownership.xml · nonDerivative · entry 2 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,141,700 F1 · balance_after: Mr. Podolak indirectly owns 150,000 shares of common stock as beneficiary of The Brian Podolak Irrevocable Trust. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:58 UTC | Vocodia Holdings Corp VOCO · Entity 8609 | GrantCommon Stock | 94,117 | $4.00 | $376,468.00 |
DisclosureSEC source: 0001213900-24-017715 · ownership.xml · nonDerivative · entry 1 Podolak Brian · CIK 0002002997 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,041,700 F1 · balance_after: Mr. Podolak indirectly owns 150,000 shares of common stock as beneficiary of The Brian Podolak Irrevocable Trust. 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.