Socket Mobile's top three insider shareholders as of July 01, 2026 are Charlie Bass (Director, 1.70Mn shares), Kevin J Mills (Chief Executive Officer, 182.44K shares), Lynn Zhao (Chief Financial Officer, 154.06K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Kevin J Mills | Chief Executive Officer | 182,444 | 0 | 03 Feb, 2025 |
| Charlie Bass | - | 1,703,202 | 0 | 11 Feb, 2026 |
| Leonard L Ott | Chief Information Officer | 135,084 | 0 | 03 Feb, 2025 |
| Giacomo Marini | - | 7,000 | 0 | 13 Jun, 2023 |
| Felix Marx | - | 8,643 | 0 | 26 Feb, 2026 |
| William L. Jr Parnell | - | 91,600 | 0 | 11 Feb, 2026 |
| Lynn Zhao | Chief Financial Officer | 154,060 | 0 | 03 Feb, 2025 |
| Ivan Lazarev | - | 92,560 | 0 | 11 Feb, 2026 |
| David A. Holmes | Chief Business Officer | 117,330 | 0 | 03 Feb, 2025 |
| Laura Weinstein | - | 7,000 | 0 | 08 Jun, 2023 |
| Alexis Hartmann | - | 5,250 | 0 | 23 Aug, 2024 |
| Eric Glaenzer | Chief Technology Officer | 88,763 | 0 | 03 Feb, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 27 Mar, 2026 | Charlie Bass | Subordinated Convertible Note | A | 444,444 | $400,000.00 | 3,267,826 | D | P |
| 27 Feb, 2026 | Lynn Zhao | Common Stock Option | A | 23,800 | $0.00 | 91,060 | D | A |
| 27 Feb, 2026 | Lynn Zhao | Common Stock Option | A | 23,800 | $0.00 | 91,060 | D | A |
| 27 Feb, 2026 | William L. Jr Parnell | Common Stock Option | A | 16,000 | $0.00 | 62,000 | D | A |
| 27 Feb, 2026 | Leonard L Ott | Common Stock Option | A | 21,900 | $0.00 | 110,850 | D | A |
| 27 Feb, 2026 | David A. Holmes | Common Stock Option | A | 48,300 | $0.00 | 173,300 | D | A |
| 27 Feb, 2026 | Charlie Bass | Common Stock Option | A | 16,000 | $0.00 | 159,000 | D | A |
| 27 Feb, 2026 | Kevin J Mills | Common Stock Option | A | 54,750 | $0.00 | 211,950 | D | A |
| 27 Feb, 2026 | Lynn Zhao | Common Stock Option | A | 23,800 | $0.00 | 91,060 | D | A |
| 27 Feb, 2026 | Ivan Lazarev | Common Stock Option | A | 12,400 | $0.00 | 33,400 | D | A |
| 24 Feb, 2026 | Felix Marx | Common Stock | A | 3,000 | $1.00 | 8,643 | D | S |
| 04 Feb, 2026 | Charlie Bass | Common Stock | A | 6,250 | $1.12 | 1,703,202 | D | A |
| 04 Feb, 2026 | Ivan Lazarev | Common Stock | A | 4,643 | $1.12 | 92,560 | D | A |
| 04 Feb, 2026 | William L. Jr Parnell | Common Stock | A | 6,250 | $1.12 | 91,600 | D | A |
| 04 Feb, 2026 | Felix Marx | Common Stock | A | 4,643 | $1.12 | 11,643 | D | A |
| 26 Nov, 2025 | Charlie Bass | Common Stock | A | 5,000 | $1.33 | 1,691,952 | D | P |
| 25 Nov, 2025 | Ivan Lazarev | Common Stock | A | 7,286 | $1.28 | 78,924 | D | P |
| 26 Nov, 2025 | Ivan Lazarev | Common Stock | A | 8,993 | $1.31 | 87,917 | D | P |
| 28 Nov, 2025 | Charlie Bass | Common Stock | A | 5,000 | $1.33 | 1,696,952 | D | P |
| 21 Nov, 2025 | Charlie Bass | Common Stock | A | 5,000 | $1.24 | 1,676,952 | D | P |