Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOINT CorpJYNT · Entity 6666 | Director · President and CEO | March 04, 2024 | May 24, 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.
JOINT Corp
Report date March 04, 2024 · Filed May 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,632 |
Reported balance
After 2024-03-04 transaction · row 1
1 source rowRow 1 · 2024-03-04 · Grant · Acquired 29,103 · Balance 125,632 F1: All of the shares are restricted shares, with 25% vesting on each of the first four anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: All of the shares are restricted shares, with 25% vesting on each of the first four anniversaries of the grant date.
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 |
|---|---|---|---|---|---|---|
| March 04, 2024 Filed May 24, 2024 16:40 UTC | JOINT Corp JYNT · Entity 6666 | GrantCommon Stock | 29,103 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064667 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,632 F1 · shares: All of the shares are restricted shares, with 25% vesting on each of the first four anniversaries of the grant date. Read SEC document |
| May 25, 2023 Filed May 26, 2023 19:03 UTC | JOINT Corp JYNT · Entity 6666 | GrantCommon Stock | 2,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-23-003607 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,529 F1 · shares: All of the shares are restricted shares, with 25% vesting on each of the first four anniversaries of the grant date. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 18:01 UTC | JOINT Corp JYNT · Entity 6666 | GrantCommon Stock | 14,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-23-001568 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,538 F1 · shares: All of the shares are restricted shares, with 25% vesting on each of the first four anniversaries of the grant date. Read SEC document |
| March 16, 2022 Filed Mar 16, 2022 15:37 UTC | JOINT Corp JYNT · Entity 6666 | PurchaseCommon Stock | 1,500 | $33.24 | $49,853.10 |
DisclosureSEC source: 0001171843-22-001924 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,223 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in the open market in multiple transactions at prices ranging from $32.9498 to $33.7786, inclusive. The reporting person undertakes to provide to The Joint Corp. (the "Company"), any security holder of the Company or the staff of Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price with the range set forth in this footnote. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 19:03 UTC | JOINT Corp JYNT · Entity 6666 | GrantCommon Stock | 6,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-22-001572 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,723 F1 · shares: All of the shares are restricted shares, with 25% vesting on each of the first four anniversaries of the grant date. Read SEC document |
| March 02, 2021 Filed Mar 15, 2021 20:02 UTC | JOINT Corp JYNT · Entity 6666 | GrantStock Option (right to buy) · Derivative | 8,327 | $0.00 Strike: $45.39 | $0.00 |
DisclosureSEC source: 0001171843-21-001798 · ownership.xml · derivative · entry 2 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,327 Underlying: Common Stock · 8,327 shares Expires 2031-03-02 F2 · derivative.exercise_date: 25% of options will become exercisable on each of the first four anniversaries of the grant date. Read SEC document |
| March 02, 2021 Filed Mar 15, 2021 20:02 UTC | JOINT Corp JYNT · Entity 6666 | GrantCommon Stock | 2,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-21-001798 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,093 F1 · shares: All of the shares are restricted shares, with 25% vesting on each of the first four anniversaries of the grant date. Read SEC document |
| March 17, 2020 Filed Mar 17, 2020 13:46 UTC | JOINT Corp JYNT · Entity 6666 | PurchaseCommon Stock | 3,100 | $9.47 | $29,352.35 |
DisclosureSEC source: 0001171843-20-001778 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,092 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in the open market in multiple transactions at prices ranging from $9.43 to $9.51, inclusive. The reporting person undertakes to provide to The Joint Corp. (the "Company"), any security holder of the Company or the staff of Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price with the range set forth in this footnote. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 18:53 UTC | JOINT Corp JYNT · Entity 6666 | GrantStock Option (right to buy) · Derivative | 21,992 | $0.00 Strike: $14.68 | $0.00 |
DisclosureSEC source: 0001171843-20-001526 · ownership.xml · derivative · entry 2 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,992 Underlying: Common Stock · 21,992 shares Expires 2030-03-03 F2 · derivative.exercise_date: 25% of options will become exercisable on each of the first four anniversaries of the grant date. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 18:53 UTC | JOINT Corp JYNT · Entity 6666 | GrantCommon Stock | 5,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-20-001526 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,992 F1 · shares: All of the shares are restricted shares, with 25% vesting on each of the first four anniversaries of the grant date. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 16:05 UTC | JOINT Corp JYNT · Entity 6666 | PurchaseCommon Stock | 850 | $15.73 | $13,370.50 |
DisclosureSEC source: 0001171843-19-002178 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,965 Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:55 UTC | JOINT Corp JYNT · Entity 6666 | GrantStock Option (right to buy) · Derivative | 34,718 | $0.00 Strike: $12.02 | $0.00 |
DisclosureSEC source: 0001171843-19-001590 · ownership.xml · derivative · entry 2 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,718 Underlying: Common Stock · 34,718 shares Expires 2029-03-04 F2 · derivative.exercise_date: 8,680 options will become exercisable on the first two anniversaries of the grant and 8,679 options will become exercisable on the third and fourth anniversaries of the grant. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:55 UTC | JOINT Corp JYNT · Entity 6666 | GrantCommon Stock | 6,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-19-001590 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,115 F1 · security: Restricted stock. 1,535 shares will vest on each of the first four anniversaries of the grant. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 14:59 UTC | JOINT Corp JYNT · Entity 6666 | GrantStock Option (right to buy) · Derivative | 21,614 | $0.00 Strike: $8.25 | $0.00 |
DisclosureSEC source: 0001171843-18-005936 · ownership.xml · derivative · entry 2 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,614 Underlying: Common Stock · 21,614 shares Expires 2028-08-06 F2 · derivative.exercise_date: 5,404 options will become exercisable on the first two anniversaries of the grant and 5,403 options will become exercisable on the third and fourth anniversaries of the grant. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 14:59 UTC | JOINT Corp JYNT · Entity 6666 | GrantCommon Stock | 3,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-18-005936 · ownership.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,975 F1 · security: Restricted stock. 758 shares will vest on the first and second anniversaries of the grant and 757 shares will vest on the third and fourth anniversaries of the grant. Read SEC document |
| May 15, 2018 Filed May 16, 2018 16:05 UTC | JOINT Corp JYNT · Entity 6666 | PurchaseCommon | 7,125 | $7.74 | $55,147.50 |
DisclosureSEC source: 0001171843-18-004010 · formfour.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,945 Read SEC document |
| November 11, 2017 Filed Nov 14, 2017 15:31 UTC | JOINT Corp JYNT · Entity 6666 | GrantStock option (right to buy) · Derivative | 15,000 | $0.00 Strike: $5.51 | $0.00 |
DisclosureSEC source: 0001171843-17-006987 · f4_111417holt.xml · derivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2027-11-11 F1 · derivative.exercise_date: 3,750 options will become exercisable on each of the first 4 anniversaries of the grant date. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 17:50 UTC | JOINT Corp JYNT · Entity 6666 | PurchaseCommon | 3,820 | $3.76 | $14,361.67 |
DisclosureSEC source: 0001171843-17-003957 · f4_holt070517.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,820 F1 · price: This transaction was executed in multiple trades at prices ranging from $3.74 to $3.78. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 09, 2017 Filed May 11, 2017 16:05 UTC | JOINT Corp JYNT · Entity 6666 | GrantStock Option (right to buy) · Derivative | 20,003 | $0.00 Strike: $3.88 | $0.00 |
DisclosureSEC source: 0001171843-17-002990 · f4_holt051117.xml · derivative · entry 1 Holt Peter D · CIK 0001673437 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,003 Underlying: Common Stock · 20,003 shares Expires 2027-05-09 Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 18:21 UTC | JOINT Corp JYNT · Entity 6666 | PurchaseCommon stock | 10,000 | $3.52 | $35,165.00 |
DisclosureSEC source: 0001171843-17-001778 · f4_holt032717.xml · nonDerivative · entry 1 Holt Peter D · CIK 0001673437 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $3.46 to $3.62. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes upon request to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. 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.