| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| UWM Holdings Corp | Director | Class A Common Stock | 208,507 | $1,761,884 | $8.45 | 31 Oct 2024 | Direct |
| Investview, Inc. | Director | Stock Option (right to buy) | 25,000,000 | 28 Jan 2026 | Direct | ||
| Investview, Inc. | Director | Common Stock, par value $0.001 | 1,050,000 | 28 Jan 2026 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| INVU | Investview, Inc. | 28 Jan 2026 | 1 | $0 | 4 | Director | 30 Jan 2026, 15:39 |
| INVU | Investview, Inc. | 28 Jan 2026 | 0 | $0 | 3 | Director | 30 Jan 2026, 15:37 |
| UWMC | UWM Holdings Corp | 31 Oct 2024 | 1 | $0 | 4 | Director | 04 Nov 2024, 16:24 |
| UWMC | UWM Holdings Corp | 13 Sep 2023 | 1 | +$208,000 | 4 | Director | 14 Sep 2023, 11:18 |
| UWMC | UWM Holdings Corp | 07 Jun 2023 | 1 | $0 | 4 | Director | 09 Jun 2023, 15:00 |
| UWMC | UWM Holdings Corp | 08 Jun 2022 | 1 | $0 | 4 | Director | 10 Jun 2022, 16:19 |
| UWMC | UWM Holdings Corp | 07 Jun 2021 | 2 | +$456,250 | 4 | Director | 09 Jun 2021, 13:43 |