Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| VALUERICH INC | 3,791,865 | reported | 08 Jul 2010 | tx 32+438,207 |
| Twin Vee PowerCats, Co. | 262,914 | reported | 23 Feb 2026 | tx 10+1,380,909 |
| Forza X1, Inc. | 0 | reported | 26 Nov 2024 | tx 16+812,442−742,442 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Feb 2026 | PURCHASE | Twin Vee PowerCats, Co. | 20,000 | 0.47 USD | first after silence |
| 19 May 2025 | GRANT_AWARD | Twin Vee PowerCats, Co. | 44,000 | 0.00 USD | deriv |
| 26 Nov 2024 | GRANT_AWARD | Twin Vee PowerCats, Co. | 60,213 | — | |
| 26 Nov 2024 | GRANT_AWARD | Twin Vee PowerCats, Co. | 244,666 | — | deriv |
| 26 Nov 2024 | GRANT_AWARD | Twin Vee PowerCats, Co. | 61,166 | — | deriv |
| 26 Nov 2024 | GRANT_AWARD | Twin Vee PowerCats, Co. | 88,079 | — | deriv |
| 26 Nov 2024 | OTHER | Forza X1, Inc. | 98,442 | — | |
| 26 Nov 2024 | OTHER | Forza X1, Inc. | 400,000 | — | deriv |
| 26 Nov 2024 | OTHER | Forza X1, Inc. | 100,000 | — | deriv |
| 26 Nov 2024 | OTHER | Forza X1, Inc. | 144,000 | — | deriv |
| 13 Sept 2024 | PURCHASE | Forza X1, Inc. | 28,442 | 0.24 USD | |
| 11 Sept 2024 | PURCHASE | Twin Vee PowerCats, Co. | 40,785 | 0.40 USD | first after silence |
| 26 Jun 2024 | GRANT_AWARD | Twin Vee PowerCats, Co. | 300,000 | 0.00 USD | deriv |
| 04 Oct 2023 | GRANT_AWARD | Forza X1, Inc. | 144,000 | 0.00 USD | deriv |
| 17 Aug 2023 | GRANT_AWARD | Forza X1, Inc. | 49,730 | 1.00 USD | |
| 16 Aug 2023 | GRANT_AWARD | Forza X1, Inc. | 270 | 1.00 USD | |
| 15 Dec 2022 | GRANT_AWARD | Forza X1, Inc. | 100,000 | 0.00 USD | deriv |
| 08 Dec 2022 | GRANT_AWARD | Forza X1, Inc. | 10,000 | 1.41 USD | |
| 08 Dec 2022 | GRANT_AWARD | Forza X1, Inc. | 10,000 | 1.46 USD | |
| 20 Oct 2022 | GRANT_AWARD | Twin Vee PowerCats, Co. | 250,000 | 0.00 USD | deriv |
| 11 Aug 2022 | GRANT_AWARD | Forza X1, Inc. | 400,000 | 0.00 USD | deriv |
| 23 Jul 2021 | GRANT_AWARD | Twin Vee PowerCats, Co. | 272,000 | 0.00 USD | deriv |
| 08 Jul 2010 | SALE | VALUERICH INC | 8,000 | 0.12 USD | |
| 08 Jul 2010 | SALE | VALUERICH INC | 10,000 | 0.15 USD | |
| 08 Jul 2010 | SALE | VALUERICH INC | 6,000 | 0.16 USD |
2 purchases reported after at least 12 months of silence — most recent on 23 Feb 2026.