Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LANTRONIX INCLTRX · Entity 1667 | VP of Engineering | March 01, 2024 | March 04, 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.
LANTRONIX INC
Report date March 01, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,855 |
Ending reported balance
After 2024-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-01 · Exercise / conversion · Acquired 14,816 · Balance 19,247 F1: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,816 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. Row 2 · 2024-03-01 · Tax withholding · Disposed 4,392 · Balance 14,855 F2: In accordance with the terms of the RSU Agreement, 4,392 shares of Lantronix, Inc. common stock were withheld at vesting to cover required tax withholding. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 44,451 |
Reported balance
After 2024-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-01 · Exercise / conversion · Disposed 14,816 · Balance 44,451 F1: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,816 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,816 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years.
F2: In accordance with the terms of the RSU Agreement, 4,392 shares of Lantronix, Inc. common stock were withheld at vesting to cover required tax withholding.
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 01, 2024 Filed Mar 4, 2024 22:54 UTC | LANTRONIX INC LTRX · Entity 1667 | Exercise / conversionRestricted Stock Units · Derivative | 14,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-001279 · ownership.xml · derivative · entry 3 Bass Eric · CIK 0001963606 · VP of Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,451 Underlying: Common Stock · 14,816 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. F1 · derivative.exercise_price: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,816 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. F1 · derivative.exercise_date: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,816 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. F1 · derivative.expiration_date: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,816 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 22:54 UTC | LANTRONIX INC LTRX · Entity 1667 | Tax withholdingCommon Stock | 4,392 | $4.15 | $18,226.80 |
DisclosureSEC source: 0001683168-24-001279 · ownership.xml · nonDerivative · entry 2 Bass Eric · CIK 0001963606 · VP of Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,855 F2 · kind: In accordance with the terms of the RSU Agreement, 4,392 shares of Lantronix, Inc. common stock were withheld at vesting to cover required tax withholding. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 22:54 UTC | LANTRONIX INC LTRX · Entity 1667 | Exercise / conversionCommon Stock | 14,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-001279 · ownership.xml · nonDerivative · entry 1 Bass Eric · CIK 0001963606 · VP of Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,247 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. F1 · kind: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,816 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. Read SEC document |
| November 15, 2023 Filed Dec 13, 2023 21:30 UTC | LANTRONIX INC LTRX · Entity 1667 | OtherCommon Stock | 4,431 | $4.18 | $18,530.44 |
DisclosureSEC source: 0001683168-23-008818 · ownership.xml · nonDerivative · entry 1 Bass Eric · CIK 0001963606 · VP of Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,431 F1 · kind: Represent shares of common stock acquired through the Lantronix, Inc. 2013 Employee Stock Purchase Plan. Read SEC document |
| February 01, 2023 Filed Feb 8, 2023 21:32 UTC | LANTRONIX INC LTRX · Entity 1667 | GrantRestricted Stock Units · Derivative | 59,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-000647 · ownership.xml · derivative · entry 2 Bass Eric · CIK 0001963606 · VP of Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,267 Underlying: Common Stock · 59,267 shares Expires not disclosed F2 · derivative.exercise_price: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,817 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. F2 · derivative.exercise_date: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,817 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. F2 · derivative.expiration_date: Represents inducement restricted stock units ("Inducement RSUs") granted on February 1, 2023. The shares subject to the Inducement RSUs shall vest according to the following schedule: 14,817 of the Inducement RSUs shall vest on March 1, 2024, and the remaining Inducement RSUs shall vest 1/12th each quarter thereafter for a period of 3 years. Read SEC document |
| February 01, 2023 Filed Feb 8, 2023 21:32 UTC | LANTRONIX INC LTRX · Entity 1667 | GrantStock Options · Derivative | 100,000 | $0.00 Strike: $4.95 | $0.00 |
DisclosureSEC source: 0001683168-23-000647 · ownership.xml · derivative · entry 1 Bass Eric · CIK 0001963606 · VP of Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2030-02-01 F1 · derivative.exercise_date: Represents inducement stock options ("Inducement Options") granted on February 1, 2023. The Inducement Options shall vest according to the following schedule: 25,000 of the options shall vest one year from date of grant, the remaining 75,000 options will vest 1/36th per month over the following 36 months so that 100% of options will be vested at the four year anniversary of the date of grant. 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.