Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SRX Global Inc.BTTR · Entity 7412 | Director | December 21, 2018 | February 05, 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.
SRX Global Inc.
Report date December 21, 2018 · Filed February 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,019,540 |
Reported balance
After 2024-02-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-02-01 · Grant · Acquired 370,370 · Balance 2,019,540 |
| Common StockSEC Table I · non-derivative | Direct | 1,649,170 |
Reported balance
After 2023-09-05 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2023-09-05 · Grant · Acquired 750,000 · Balance 1,649,170 F1: Shares of Common Stock issued under the Company's Amended and Restated 2019 Incentive Plan with no vesting conditions. |
| Common StockSEC Table I · non-derivative | IndirectShares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. | 112,500 |
Reported balance
After 2023-09-07 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-09-07 · Purchase · Acquired 10,000 · Balance 112,500 |
| Common StockSEC Table I · non-derivative | IndirectShares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. | 102,500 |
Reported balance
After 2023-09-07 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2023-09-07 · Purchase · Acquired 10,000 · Balance 102,500 |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $3.60 · Expires 2028-12-21 | Direct | 3,206 |
Reported balance
After 2018-12-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-12-21 · Grant · Acquired 0 · Balance 3,206 |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $3.60 · Expires 2029-05-02 | Direct | 86,540 |
Reported balance
After 2019-05-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-05-02 · Grant · Acquired 0 · Balance 86,540 |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $7.74 · Expires 2031-01-08 | Direct | 103,207 |
Reported balance
After 2021-01-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-01-08 · Grant · Acquired 0 · Balance 103,207 F2: Options exercisable according to the vesting terms in the related option agreement. |
| Stock Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $5.00 · Expires 2031-07-08 | Direct | 133,207 |
Reported balance
After 2021-07-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-07-08 · Grant · Acquired 0 · Balance 133,207 F2: Options exercisable according to the vesting terms in the related option agreement. |
| Purchase Warrants - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $10.92 · Expires 2023-06-30 | Direct | 54,167 |
Reported balance
After 2019-12-19 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-12-19 · Grant · Acquired 0 · Balance 54,167 |
| Purchase Warrants - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $7.50 · Expires 2027-01-22 | Direct | 60,834 |
Reported balance
After 2021-01-22 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-01-22 · Grant · Acquired 0 · Balance 60,834 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Common Stock issued under the Company's Amended and Restated 2019 Incentive Plan with no vesting conditions.
F2: Options exercisable according to the vesting terms in the related option agreement.
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 01, 2024 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantCommon Stock | 370,370 | $0.27 | $99,999.90 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,019,540 Read SEC document |
| September 07, 2023 Filed Sep 7, 2023 16:06 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 10,000 | $0.13 | $1,280.00 |
DisclosureSEC source: 0001628280-23-031705 · wk-form4_1694117175.xml · nonDerivative · entry 4 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 112,500 Read SEC document |
| September 07, 2023 Filed Sep 7, 2023 16:06 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 10,000 | $0.13 | $1,298.00 |
DisclosureSEC source: 0001628280-23-031705 · wk-form4_1694117175.xml · nonDerivative · entry 3 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 102,500 Read SEC document |
| September 07, 2023 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 10,000 | $0.13 | $1,298.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · nonDerivative · entry 4 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 102,500 Read SEC document |
| September 07, 2023 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 10,000 | $0.13 | $1,280.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · nonDerivative · entry 3 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 112,500 Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 16:06 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantCommon Stock | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-031705 · wk-form4_1694117175.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,649,170 F1 · shares: Shares of Common Stock issued under the Company's Amended and Restated 2019 Incentive Plan with no vesting conditions. Read SEC document |
| September 05, 2023 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantCommon Stock | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · nonDerivative · entry 2 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,649,170 F1 · shares: Shares of Common Stock issued under the Company's Amended and Restated 2019 Incentive Plan with no vesting conditions. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 16:18 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantCommon Stock | 178,572 | $0.56 | $100,000.32 |
DisclosureSEC source: 0001870120-23-000004 · wf-form4_167295351549619.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 899,170 F1 · shares: Annual restricted stock grant under the Company's Amended and Restated 2019 Plan for board service with no vesting conditions. Read SEC document |
| May 27, 2022 Filed May 27, 2022 17:13 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 2,500 | $2.68 | $6,700.00 |
DisclosureSEC source: 0001870120-22-000018 · wf-form4_165368599087780.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 92,500 Read SEC document |
| May 27, 2022 Filed Sep 7, 2023 16:06 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 0 | $2.68 | $0.00 |
DisclosureSEC source: 0001628280-23-031705 · wk-form4_1694117175.xml · nonDerivative · entry 2 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 92,500 Read SEC document |
| May 26, 2022 Filed May 27, 2022 07:34 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 1,000 | $2.47 | $2,470.00 |
DisclosureSEC source: 0001870120-22-000016 · wf-form4_165365128060404.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 90,000 Read SEC document |
| May 25, 2022 Filed May 25, 2022 17:03 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 5,500 | $2.48 | $13,640.00 |
DisclosureSEC source: 0001870120-22-000014 · wf-form4_165351260360360.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 89,000 Read SEC document |
| May 20, 2022 Filed May 20, 2022 17:02 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 500 | $2.40 | $1,200.00 |
DisclosureSEC source: 0001870120-22-000012 · wf-form4_165308052876307.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 83,500 Read SEC document |
| May 19, 2022 Filed May 19, 2022 16:48 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 452 | $2.14 | $967.28 |
DisclosureSEC source: 0001870120-22-000010 · wf-form4_165299327007083.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 83,000 Read SEC document |
| May 17, 2022 Filed May 18, 2022 07:41 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 12,800 | $2.12 | $27,136.00 |
DisclosureSEC source: 0001870120-22-000008 · wf-form4_165287404713720.xml · nonDerivative · entry 2 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 82,548 Read SEC document |
| May 17, 2022 Filed May 18, 2022 07:41 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 10,000 | $2.20 | $22,000.00 |
DisclosureSEC source: 0001870120-22-000008 · wf-form4_165287404713720.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 720,598 Read SEC document |
| May 16, 2022 Filed May 17, 2022 10:07 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 7,000 | $2.34 | $16,380.00 |
DisclosureSEC source: 0001870120-22-000006 · wf-form4_165279644721133.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 69,748 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:07 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantCommon Stock | 43,669 | $2.29 | $100,002.01 |
DisclosureSEC source: 0001870120-22-000004 · wf-form4_164392602070252.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710,598 F1 · shares: Annual restricted stock grant under the Company's Amended and Restated 2019 Plan for board service with no vesting conditions. Read SEC document |
| November 24, 2021 Filed Nov 26, 2021 13:09 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 10,000 | $3.84 | $38,440.00 |
DisclosureSEC source: 0001870120-21-000011 · wf-form4_163795015341906.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,762 Read SEC document |
| November 24, 2021 Filed Jan 14, 2022 16:49 UTC Amendment | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 10,000 | $3.84 | $38,440.00 |
DisclosureSEC source: 0001870120-22-000002 · wf-form4a_164219695912327.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,929 F1 · balance_after: The number of shares directly owned has been reduced by 23,833 to correct an administrative error in previous reports. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 07:36 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 19,748 | $4.03 | $79,584.44 |
DisclosureSEC source: 0001870120-21-000009 · wf-form4_163723900295821.xml · nonDerivative · entry 2 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Cottingham Capital Partners, LLC. of which Mr. Young is a manager. Disclosed balance after: 38,915 Read SEC document |
| August 26, 2021 Filed Aug 27, 2021 07:28 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 4,000 | $3.66 | $14,640.00 |
DisclosureSEC source: 0001870120-21-000007 · wf-form4_163006370786095.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680,762 Read SEC document |
| August 19, 2021 Filed Aug 20, 2021 08:15 UTC | SRX Global Inc. BTTR · Entity 7412 | PurchaseCommon Stock | 9,833 | $3.45 | $33,923.85 |
DisclosureSEC source: 0001471727-21-000087 · wf-form4_162946169564230.xml · nonDerivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,762 Read SEC document |
| July 08, 2021 Filed Jul 12, 2021 08:19 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options · Derivative | 30,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001870120-21-000005 · wf-form4_162609234159370.xml · derivative · entry 1 Young Michael · CIK 0001870120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2031-07-08 F1 · derivative.exercise_date: Options granted on July 8, 2021 and are to vest as to 1/3rd of the shares on the first annual anniversary of the grant date and 1/36th of the shares to vest on each monthly anniversary thereafter. Read SEC document |
| July 08, 2021 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 0 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · derivative · entry 8 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,207 Underlying: Common Stock · 30,000 shares Expires 2031-07-08 F2 · derivative.exercise_date: Options exercisable according to the vesting terms in the related option agreement. Read SEC document |
| January 22, 2021 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantPurchase Warrants - Right to Buy · Derivative | 0 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · derivative · entry 10 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,834 Underlying: Common Stock · 6,667 shares Expires 2027-01-22 Read SEC document |
| January 08, 2021 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 0 | $0.00 Strike: $7.74 | $0.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · derivative · entry 7 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,207 Underlying: Common Stock · 16,667 shares Expires 2031-01-08 F2 · derivative.exercise_date: Options exercisable according to the vesting terms in the related option agreement. Read SEC document |
| December 19, 2019 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantPurchase Warrants - Right to Buy · Derivative | 0 | $0.00 Strike: $10.92 | $0.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · derivative · entry 9 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,167 Underlying: Common Stock · 54,167 shares Expires 2023-06-30 Read SEC document |
| May 02, 2019 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 0 | $0.00 Strike: $3.60 | $0.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · derivative · entry 6 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,540 Underlying: Common Stock · 83,334 shares Expires 2029-05-02 Read SEC document |
| December 21, 2018 Filed Feb 5, 2024 21:59 UTC | SRX Global Inc. BTTR · Entity 7412 | GrantStock Options - Right to Buy · Derivative | 0 | $0.00 Strike: $3.60 | $0.00 |
DisclosureSEC source: 0001493152-24-005000 · ownership.xml · derivative · entry 5 Young Michael · CIK 0001870120 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,206 Underlying: Common Stock · 3,206 shares Expires 2028-12-21 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.