Comparable stake leader
Morgan Stephen L.
SEC ownership of TOMI Environmental Solutions, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000314227.
Disclosed value leader
Dr. Halden S. Shane
Comparable rows
25/29
Latest evidence
30 Jun 2026
- Public ticker
- TOMZ on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Morgan Stephen L.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
25 of 29
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Morgan Stephen L.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000314227
- Issuer location
- Frederick, MD
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of TOMI Environmental Solutions, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Morgan Stephen L.
Disclosed value leader
Dr. Halden S. Shane
Comparable rows
25/29
Latest evidence
30 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 7.3%
4 rows are not safely comparable across share classes.
13D/G row: Morgan Stephen L.
Showing 1-8 of 29 holder rows.
Quick read
Morgan Stephen L. leads the comparable SEC ownership view at 7.3%.
25 of 29 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Morgan Stephen L.'s linked filing trail.
Comparable ownership
Top 5
Morgan Stephen L.
7.3%
Boh Soon Lim
1%
Kelly Anderson
0.65%
Walter C. Johnsen
0.65%
David Cecil Vanston
0.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 29 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Morgan Stephen L. |
13D/G
|
7.3%
|
$1,565,486
1,469,664 shares
|
$0 | 30 Jun 2025 |
| Boh Soon Lim |
3/4/5
Director
|
1%
|
$115,334
208,524 shares
|
— | 22 Apr 2026 |
| Kelly Anderson |
3/4/5
Director
|
0.65%
|
$110,818
130,375 shares
|
— | 12 May 2025 |
| Walter C. Johnsen |
3/4/5
Director
|
0.65%
|
$110,818
130,375 shares
|
— | 12 May 2025 |
| David Cecil Vanston |
3/4/5
Chief Financial Officer
|
0.5%
|
$94,000
100,000 shares
|
— | 06 Oct 2025 |
| Francesco Fragasso |
3/4/5
Director
|
0.15%
|
$16,593
30,000 shares
|
— | 22 Apr 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
3%
|
$494,504
600,855 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.62%
|
$103,307
125,428 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 13 Sep 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-11 of 11 reporting-owner rows connected to TOMI Environmental Solutions, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
Dr. Halden S. Shane
Net 12M change
$0
Latest report
16 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Dr. Halden S. Shane | Chief Executive Officer, Director, 10%+ Owner | $3,045,799 | Filing P/S | 15 May 2024 | ||
| Boh Soon Lim | Director | $115,334 | Mixed | 22 Apr 2026 | ||
| Walter C. Johnsen | Director | $110,818 | Mixed | 12 May 2025 | ||
| Kelly Anderson | Director | $110,818 | Mixed | 12 May 2025 | ||
| David Cecil Vanston | Chief Financial Officer | $94,000 | Mixed | 06 Oct 2025 | ||
| Harold W. Paul | Director | $52,935 | Mixed | 22 Apr 2026 | ||
| Francesco Fragasso | Director | $16,593 | Mixed | 22 Apr 2026 | ||
| Niroshan Srirathan | Interim CFO | Mixed | 16 May 2026 | |||
| Nick Jennings | Chief Financial Officer | Mixed | 26 Jan 2023 | |||
| Elissa Jessica Shane | Chief Operating Officer, Director | Mixed | 15 May 2024 | |||
| Joseph Frank Rzepka Jr. | Chief Financial Officer | Mixed | 15 May 2024 |
Recent insider transactions for TOMI Environmental Solutions, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Boh Soon Lim | TOMZ | Common Stock | Award | 5.04% | 10,000 | 208,524 | 22 Apr 2026 | Direct | ||
| Francesco Fragasso | TOMZ | Common Stock | Award | 50% | 10,000 | 30,000 | 22 Apr 2026 | Direct | ||
| Harold W. Paul | TOMZ | Common Stock | Award | 12.3% | 10,000 | 91,300 | 22 Apr 2026 | Direct | ||
| Boh Soon Lim | TOMZ | Common Stock | Award | 5.3% | 10,000 | 198,524 | 09 Jan 2026 | Direct | ||
| Harold Paul | TOMZ | Common Stock | Award | 32.6% | 20,000 | 81,300 | 09 Jan 2026 | Direct | ||
| Francesco Fragasso | TOMZ | Common Stock | Award | 20,000 | 20,000 | 09 Jan 2026 | Direct | |||
| David Cecil Vanston | TOMZ | Common Stock | Award | 100,000 | 100,000 | 06 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.