Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AppTech Payments Corp.APCX · Entity 2043 | Director | December 29, 2023 | December 29, 2023 |
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.
AppTech Payments Corp.
Report date December 29, 2023 · Filed December 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,983 |
Reported balance
After 2023-12-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-29 · Grant · Acquired 27,500 · Balance 76,983 F1: Stock award was granted in association with services provided to the Company as Director. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock award was granted in association with services provided to the Company as Director.
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 |
|---|---|---|---|---|---|---|
| December 29, 2023 Filed Dec 29, 2023 23:15 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-009165 · ownership.xml · nonDerivative · entry 1 O'Neal Michael A. · CIK 0001641293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,983 F1 · security: Stock award was granted in association with services provided to the Company as Director. Read SEC document |
| July 28, 2023 Filed Aug 8, 2023 20:40 UTC | AppTech Payments Corp. APCX · Entity 2043 | Exercise / conversionStock Option (right to buy) · Derivative | 2,632 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001683168-23-005422 · ownership.xml · derivative · entry 2 O'Neal Michael A. · CIK 0001641293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,483 Underlying: Common Stock · 2,632 shares Expires 2023-07-28 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. Read SEC document |
| July 28, 2023 Filed Aug 8, 2023 20:40 UTC | AppTech Payments Corp. APCX · Entity 2043 | Exercise / conversionCommon Stock | 2,632 | $1.43 | $3,764.81 |
DisclosureSEC source: 0001683168-23-005422 · ownership.xml · nonDerivative · entry 1 O'Neal Michael A. · CIK 0001641293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,483 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 · security: Contingent Stock Option Grant was repriced at the 2023 annual shareholder meeting and exercised in association with services provided to the Company as Director. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 17:09 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 6,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-23-000002 · ownership.xml · nonDerivative · entry 1 O'Neal Michael A. · CIK 0001641293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,851 F1 · security: Stock award was granted in association with services provided to the Company as Director. Read SEC document |
| September 30, 2022 Filed Nov 16, 2022 21:59 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 6,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001903596-22-000826 · ownership.xml · nonDerivative · entry 1 O'Neal Michael A. · CIK 0001641293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,976 F1 · security: Stock award was granted in association with services provided to the Company as Director. Read SEC document |
| July 06, 2022 Filed Jul 7, 2022 16:46 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 6,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001575705-22-000480 · ownership.xml · nonDerivative · entry 1 O'Neal Michael A. · CIK 0001641293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,101 F1 · security: Stock award was granted in association with services provided to the Company as Director. Read SEC document |
| May 18, 2022 Filed May 19, 2022 13:18 UTC | AppTech Payments Corp. APCX · Entity 2043 | GrantCommon Stock | 18,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001575705-22-000370 · ownership.xml · nonDerivative · entry 1 O'Neal Michael A. · CIK 0001641293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,226 F1 · security: Stock award was granted in association with services provided to the Company as Director. 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.