rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

Who

Steve Shum

Director

Company insider

Files Form 4 as: Director, Expion Energy; Chief Executive Officer, INVO Fertility; Director, CalEthos; Interim CEO and CFO, Beeline Holdings.

In numbers

Trades disclosed
71
Buys
2
Sells
3
Bought
$156K
Sold
$87K
Companies
4
Companies where not an officer
2
First trade
4 Apr 2016
Last trade
13 Aug 2026
Last filed
25 Aug 2026

Companies traded

Where they are an officer
IVF INVO FertilityDirector, Officer · Medical Devices · last 26 Aug 20252 buys · 0 sells
BLNE Beeline HoldingsOfficer · Consumer & Specialty Finance · last 29 Aug 20190 buys · 3 sells
Everywhere else they filed: board seats, 10% stakes, other companies
XPON Expion EnergyDirector · Electronic Components & EMS · last 13 Aug 20260 buys · 0 sells
CalEthosDirector · last 24 Jan 20250 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
101Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
13 Aug 2026filed 25 Aug 2026XPON Expion EnergyElectronic Components & EMSSEC FORM 4 Code A—5,000 at $0.00filing
13 Aug 2026filed 25 Aug 2026XPON Expion EnergyElectronic Components & EMSSEC FORM 4 Code A—5,000 at $0.00filing
26 Aug 2025filed 3 Oct 2025IVF INVO Fertilityoption or derivative · Medical DevicesSEC FORM 4 Code A—42,000 at $0.00filing
31 Jul 2025filed 1 Aug 2025XPON Expion Energyoption or derivative · Electronic Components & EMSSEC FORM 4 Code A—5,000 at $0.00filing
31 Jul 2025filed 1 Aug 2025XPON Expion EnergyElectronic Components & EMSSEC FORM 4 Code A—5,000 at $0.00filing
24 Jan 2025filed 1 Apr 2025CalEthosSEC FORM 4 Code G—35,000 at $0.00filing
11 Dec 2023filed 3 Jan 2024CalEthosSEC FORM 4 Code C$98K196,010 at $0.50filing
28 Nov 2023filed 3 Jan 2024CalEthosoption or derivativeSEC FORM 4 Code A—404,000 at $0.00filing
23 Aug 2023filed 28 Aug 2023XPON Expion EnergyElectronic Components & EMSSEC FORM 4 Code A—12,195 at $0.00filing
18 May 2023filed 22 May 2023IVF INVO Fertilityoption or derivative · Medical DevicesSEC FORM 4 Code A—100,000 at $0.00filing
1 Jun 2022filed 3 Jun 2022IVF INVO FertilityMedical DevicesSEC FORM 4 Bought$56K58,885 at $0.95filing
2 May 2022filed 28 Dec 2022XPON Expion Energyoption or derivative · Electronic Components & EMSSEC FORM 4 Code A—40,000 at $0.00filing
2 May 2022filed 6 May 2022XPON Expion Energyoption or derivative · Electronic Components & EMSSEC FORM 4 Code A—40,000 at $0.00filing
15 Jan 2022filed 18 Jan 2022IVF INVO Fertilityoption or derivative · Medical DevicesSEC FORM 4 Code A—57,018 at $0.00filing
15 Jan 2022filed 18 Jan 2022IVF INVO FertilityMedical DevicesSEC FORM 4 Code A—20,111 at $0.00filing
5 Oct 2021filed 7 Oct 2021IVF INVO FertilityMedical DevicesSEC FORM 4 Bought$100K30,674 at $3.26filing
31 Dec 2020filed 5 Jan 2021IVF INVO Fertilityoption or derivative · Medical DevicesSEC FORM 4 Code A—180,000 at $0.00filing
5 Feb 2020filed 7 Feb 2020IVF INVO Fertilityoption or derivative · Medical DevicesSEC FORM 4 Code A—99,112 at $0.00filing
16 Oct 2019filed 18 Oct 2019IVF INVO Fertilityoption or derivative · Medical DevicesSEC FORM 4 Code A—6,483,171 at $0.00filing
16 Oct 2019filed 18 Oct 2019IVF INVO FertilityMedical DevicesSEC FORM 4 Code A—400,000 at $0.00filing

Sectors

Financials3
Health Care2

Buys in green, sells in red, by the company’s sector.

Related people

Nicholas Reyland Liuzza Jr.Chief Executive Officer · Chief Executive Officer at Beeline Holdings, filing Form 4 there in the last year
Joseph CaltabianoDirector · Director at Beeline Holdings, filing Form 4 there in the last year
Stephen Michael RomanoDirector · Director at Beeline Holdings, filing Form 4 there in the last year
Knuettel Francis IIDirector · Director at Beeline Holdings, filing Form 4 there in the last year
Joseph David FreedmanDirector · Director at Beeline Holdings, filing Form 4 there in the last year