Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stran & Company, Inc.SWAG · Entity 9074 | Chief Operating Officer | February 15, 2024 | February 20, 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.
Stran & Company, Inc.
Report date February 15, 2024 · Filed February 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,000 |
Reported balance
After 2024-02-15 transaction · row 1
1 source rowRow 1 · 2024-02-15 · Grant · Acquired 5,000 · Balance 15,000 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.55 · Expires 2034-02-14 | Direct | 7,500 |
Reported balance
After 2024-02-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-02-15 · Grant · Acquired 7,500 · Balance 7,500 |
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 15, 2024 Filed Feb 20, 2024 16:15 UTC | Stran & Company, Inc. SWAG · Entity 9074 | GrantEmployee Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $1.55 | $0.00 |
DisclosureSEC source: 0001213900-24-015313 · ownership.xml · derivative · entry 2 Johnshoy Sheila · CIK 0001912007 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2034-02-14 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 16:15 UTC | Stran & Company, Inc. SWAG · Entity 9074 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-015313 · ownership.xml · nonDerivative · entry 1 Johnshoy Sheila · CIK 0001912007 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 16:30 UTC | Stran & Company, Inc. STRN · Entity 9074 | GrantEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $1.60 | $0.00 |
DisclosureSEC source: 0001213900-23-030677 · ownership.xml · derivative · entry 2 Johnshoy Sheila · CIK 0001912007 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2032-03-10 F1 · balance_after: On March 11, 2022, the reporting person was granted 5,000 shares of common stock and an option to purchase 40,000 shares for $1.60 per share, 5,000 of which vested and became exercisable immediately. Both the common stock and stock option were subject to a separate restriction on transfer which lapsed on September 11, 2022. The remaining 35,000 shares of common stock under the stock option vest subject to the issuer's attainment of certain performance-based conditions. On April 14, 2023, the Compensation Committee of the issuer determined that the performance-based conditions had been met for the vesting of the option as to 5,000 shares. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 16:30 UTC | Stran & Company, Inc. STRN · Entity 9074 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-030677 · ownership.xml · nonDerivative · entry 1 Johnshoy Sheila · CIK 0001912007 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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.