Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expion Energy, Inc.XPON · Entity 8198 | Chief Financial Officer | January 16, 2024 | January 17, 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.
Expion Energy, Inc.
Report date January 16, 2024 · Filed January 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,758 |
Reported balance
After 2024-01-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-01-16 · Grant · Disposed 2,643 · Balance 63,758 F1: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan (the "Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The number of RSUs granted is equal to $12,000 divided by the closing price of the Common Stock on the grant date, which was January 16, 2024. The RSUs shall vest in four equal installments on January 16, 2024, April 1, 2024, July 1, 2024 and October 1, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date. |
| Common StockSEC Table I · non-derivative | Direct | 65,740 |
Reported balance
After 2024-01-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-01-16 · Grant · Disposed 1,982 · Balance 65,740 F2: Reflects a grant of RSUs made to the Reporting Person under the Plan. The number of RSUs granted is equal to $9,000 divided by the closing price of the Common Stock on the grant date, which was January 16, 2024. The RSUs vested in full on January 16, 2024. F3: Includes (i) 4,625 RSUs granted to the Reporting Person on January 16, 2024 under the Plan, which are subject to vesting as reported above, (ii) 58,332 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Plan, and (iii) 2,783 shares of Common Stock owned directly by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan (the "Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The number of RSUs granted is equal to $12,000 divided by the closing price of the Common Stock on the grant date, which was January 16, 2024. The RSUs shall vest in four equal installments on January 16, 2024, April 1, 2024, July 1, 2024 and October 1, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date.
F2: Reflects a grant of RSUs made to the Reporting Person under the Plan. The number of RSUs granted is equal to $9,000 divided by the closing price of the Common Stock on the grant date, which was January 16, 2024. The RSUs vested in full on January 16, 2024.
F3: Includes (i) 4,625 RSUs granted to the Reporting Person on January 16, 2024 under the Plan, which are subject to vesting as reported above, (ii) 58,332 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Plan, and (iii) 2,783 shares of Common Stock owned directly by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| January 16, 2024 Filed Jan 17, 2024 20:58 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 1,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-24-000017 · ownership.xml · nonDerivative · entry 2 Aydelott Gregory Scott · CIK 0001929418 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,740 F2 · shares: Reflects a grant of RSUs made to the Reporting Person under the Plan. The number of RSUs granted is equal to $9,000 divided by the closing price of the Common Stock on the grant date, which was January 16, 2024. The RSUs vested in full on January 16, 2024. F3 · balance_after: Includes (i) 4,625 RSUs granted to the Reporting Person on January 16, 2024 under the Plan, which are subject to vesting as reported above, (ii) 58,332 shares of Common Stock issuable upon exercise of vested options issued to the Reporting Person under the Plan, and (iii) 2,783 shares of Common Stock owned directly by the Reporting Person. Read SEC document |
| January 16, 2024 Filed Jan 17, 2024 20:58 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantCommon Stock | 2,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-24-000017 · ownership.xml · nonDerivative · entry 1 Aydelott Gregory Scott · CIK 0001929418 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,758 F1 · shares: Reflects a grant of restricted stock units ("RSUs") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan (the "Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.001 per share ("Common Stock"). The number of RSUs granted is equal to $12,000 divided by the closing price of the Common Stock on the grant date, which was January 16, 2024. The RSUs shall vest in four equal installments on January 16, 2024, April 1, 2024, July 1, 2024 and October 1, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| August 23, 2023 Filed Aug 28, 2023 08:06 UTC | Expion Energy, Inc. XPON · Entity 8198 | GrantStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $4.92 | $0.00 |
DisclosureSEC source: 0001903596-23-000670 · ownership.xml · derivative · entry 1 Aydelott Gregory Scott · CIK 0001929418 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2033-08-23 F1 · shares: Reflects a grant of stock options ("Options") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. The Options vest and become exercisable in 12 equal quarterly installments through June 30, 2026, with the first installment vesting commencing on September 30, 2023, subject to the Reporting Person's continued service to the Issuer through each such vesting date. F1 · derivative.exercise_date: Reflects a grant of stock options ("Options") made to the Reporting Person under the Issuer's 2021 Incentive Award Plan. The Options vest and become exercisable in 12 equal quarterly installments through June 30, 2026, with the first installment vesting commencing on September 30, 2023, subject to the Reporting Person's continued service to the Issuer through each such vesting date. 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.