Comparable stake leader
Donald P. Monaco
SEC ownership of NextTrip, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000788611.
Disclosed value leader
Donald P. Monaco
Comparable rows
22/34
Latest evidence
11 May 2026
- Public ticker
- NTRP on Nasdaq
- Parsed ownership sources
- 3/4/5, 13D/G, and 13F
- Largest SEC-reported holder
- Donald P. Monaco
- Latest 13D/G holder
- Donald P. Monaco
- Latest parsed ownership date
- 11 May 2026
- Issuer CIK
- 0000788611
- Issuer location
- Sante Fe, NM
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of NextTrip, 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
Donald P. Monaco
Disclosed value leader
Donald P. Monaco
Comparable rows
22/34
Latest evidence
11 May 2026
3/4/5
13D/G
13F
Lead comparable stake: 17%
12 rows are not safely comparable across share classes.
13D/G row: Donald P. Monaco
Showing 1-8 of 34 holder rows.
Quick read
Donald P. Monaco leads the comparable SEC ownership view at 17%.
22 of 34 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 Donald P. Monaco's linked filing trail.
Comparable ownership
Top 5
Donald P. Monaco
17%
William Kerby
15%
Jiang David T.
10%
Alumni Capital LP
10%
John Patrick McMahon
168414%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 34 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Donald P. Monaco |
3/4/5
13D/G
Director · Donald Monaco
|
17%
from 13D/G
|
$12,150,268
2,269,792 shares
mixed-class rows
|
— | 21 Nov 2025 |
| William Kerby |
3/4/5
13D/G
Director
|
15%
from 13D/G
|
$8,124,856
1,597,503 shares
mixed-class rows
|
— | 21 Nov 2025 |
| Jiang David T. |
3/4/5
13D/G
Director · David Jiang
|
10%
from 13D/G
|
$6,966,332
1,636,047 shares
mixed-class rows
|
— | 21 Nov 2025 |
| Alumni Capital LP |
13D/G
|
10%
|
$3,200,901
891,616 shares
|
$0 | 19 Sep 2024 |
| John Patrick McMahon |
3/4/5
Chief Operating Officer
|
168414%
|
$1,273,215
168,414 shares
mixed-class rows
|
— | 21 Nov 2025 |
| Jimmy Don Byrd |
3/4/5
Director
|
150000%
|
$829,000
150,000 shares
mixed-class rows
|
— | 21 Nov 2025 |
| Carmen L. Diges |
3/4/5
Director
|
13580%
|
$104,022
13,580 shares
mixed-class rows
|
— | 21 Nov 2025 |
| ARMISTICE CAPITAL, LLC |
13F
Company
|
675117%
|
$2,194,130
675,117 shares
|
— | 31 Mar 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
Net insider flow leans to buying over the last 12 months. Net value: +$170,800.
Buys
$170,800
Insiders: 1
Sells
$0
Insiders: 0
Net
+$170,800
Shares: +56,582
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 56,582
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 18,182 | 0 | $50,000 | $0 | +$50,000 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 33,400 | 0 | $100,200 | $0 | +$100,200 |
| 9-12 | 5,000 | 0 | $20,600 | $0 | +$20,600 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to NextTrip, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Largest Forms 3/4/5 holder
Donald P. Monaco
Net 12M change
+$170,801
Latest report
11 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Donald P. Monaco | Director | $12,150,268 | Mixed | 21 Nov 2025 | ||
| William Kerby | Director | $8,124,856 | Mixed | 21 Nov 2025 | ||
| Jiang David T. | Director | $6,966,332 | Mixed | 21 Nov 2025 | ||
| John Patrick McMahon | Chief Operating Officer | $1,273,215 | Mixed | 21 Nov 2025 | ||
| Jimmy Don Byrd | Director | $829,000 | Mixed | 21 Nov 2025 | ||
| Andrew Jay Kaplan | Director | $359,662 | +$170,801 | +90% | Mixed | 08 May 2026 |
| Stephen C. Kircher | Director | $321,367 | Mixed | 21 Nov 2025 | ||
| Carmen L. Diges | Director | $104,022 | Mixed | 21 Nov 2025 | ||
| Frank Orzechowski | Chief Financial Officer | $45,012 | Median | 11 May 2026 | ||
| Dennis Duitch | Director | Mixed | 25 Jun 2025 | |||
| Salvatore F. Battinelli | Director | Mixed | 25 Jun 2025 | |||
| Jacob Brunsberg | Director | Mixed | 25 Jun 2025 | |||
| Kent J. Summers | Director | Mixed | 25 Jun 2025 | |||
| Lyndsey North Zubarik | President of NextTrip Holdings | Mixed | 29 Dec 2023 | |||
| Stephan Kuehr | GM of European Operations | Mixed | 26 Jan 2023 | |||
| Mark Ruport | Director | Mixed | 26 Jan 2023 | |||
| Darren Beckett | Cto | Mixed | 09 Aug 2022 | |||
| John Reynolds Rice | Director | Mixed | 31 Mar 2022 | |||
| Ronald Kenneth Fisher Jr. | VP of Business Development | Mixed | 09 Aug 2022 |
Recent insider transactions for NextTrip, 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Frank Orzechowski | NTRP | Common Stock | Tax liability | -29.9% | -5,896 | 13,850 | 11 May 2026 | Direct | ||
| Frank Orzechowski | NTRP | Common stock | Award | 40381.6% | 19,787 | 19,836 | 11 May 2026 | Direct | ||
| Andrew Jay Kaplan | NTRP | Common stock | Purchase | 54.4% | $50,000 | $2.75 | 18,182 | 51,582 | 08 May 2026 | By KC Global Media Asia LLC |
| Andrew Jay Kaplan | NTRP | Warrants to purchase common stock | Other | 7.57% | 9,091 | 129,124 | 08 May 2026 | By KC Global Media Asia LLC | ||
| Andrew Jay Kaplan | NTRP | Warrant | Other | 7.46% | 8,333 | 120,033 | 15 Apr 2026 | By KC Global Media Asia LLC | ||
| Andrew Jay Kaplan | NTRP | Series A Nonvoting Convertible Preferred Stock | Other | 16,667 | 16,667 | 15 Apr 2026 | By KC Global Media Asia LLC | |||
| Stephen C. Kircher | NTRP | Common Stock | Conversion of derivative security | 257.7% | 34,223 | 47,501 | 21 Nov 2025 | By The Kircher Family Trust | ||
| Stephen C. Kircher | NTRP | Series Q Nonvoting Convertible Preferred Stock | Conversion of derivative security | 34,223 | 0 | 21 Nov 2025 | By The Kircher Family Trust | |||
| William Kerby | NTRP | Common Stock | Conversion of derivative security | 26.4% | 331,124 | 1,586,117 | 21 Nov 2025 | Direct | ||
| William Kerby | NTRP | Series L Nonvoting Convertible Preferred Stock | Conversion of derivative security | 331,124 | 0 | 21 Nov 2025 | Direct | |||
| Andrew Jay Kaplan | NTRP | Common stock | Conversion of derivative security | 625% | 31,250 | 36,250 | 21 Nov 2025 | By Kaplan Wright Family Trust | ||
| Andrew Jay Kaplan | NTRP | Series Q Nonvoting Convertible Preferred Stock | Conversion of derivative security | 31,250 | 0 | 21 Nov 2025 | By Kaplan Wright Family Trust | |||
| Jimmy Don Byrd | NTRP | Common Stock | Conversion of derivative security | 50% | 50,000 | 150,000 | 21 Nov 2025 | Direct | ||
| Jimmy Don Byrd | NTRP | Series Q Nonvoting Convertible Preferred Stock | Conversion of derivative security | 50,000 | 0 | 21 Nov 2025 | Direct | |||
| Donald P. Monaco | NTRP | Common Stock | Conversion of derivative security | 51% | 745,032 | 2,206,673 | 21 Nov 2025 | By Donald P. Monaco Insurance Trust | ||
| Donald P. Monaco | NTRP | Series L Nonvoting Convertible Preferred Stock | Conversion of derivative security | 745,032 | 0 | 21 Nov 2025 | By Donald P. Monaco Insurance Trust | |||
| Carmen L. Diges | NTRP | Common Stock | Conversion of derivative security | 13,580 | 13,580 | 21 Nov 2025 | Direct | |||
| Carmen L. Diges | NTRP | Series Q Nonvoting Convertible Preferred Stock | Conversion of derivative security | 13,580 | 0 | 21 Nov 2025 | Direct | |||
| John Patrick McMahon | NTRP | Common Stock | Conversion of derivative security | 168,414 | 168,414 | 21 Nov 2025 | Direct | |||
| John Patrick McMahon | NTRP | Series O Nonvoting Convertible Preferred Stock | Conversion of derivative security | 168,414 | 0 | 21 Nov 2025 | Direct | |||
| Jiang David T. | NTRP | Common Stock | Conversion of derivative security | 73% | 659,316 | 1,561,958 | 21 Nov 2025 | Direct | ||
| Jiang David T. | NTRP | Series J Nonvoting Convertible Preferred Stock | Conversion of derivative security | 231,788 | 0 | 21 Nov 2025 | Direct | |||
| Jiang David T. | NTRP | Series I Nonvoting Convertible Preferred Stock | Conversion of derivative security | 427,528 | 0 | 21 Nov 2025 | Direct | |||
| Jiang David T. | NTRP | Common stock | Other | 16.4% | 127,186 | 902,642 | 04 Nov 2025 | Direct | ||
| Andrew Jay Kaplan | NTRP | Common stock | Purchase | 44.5% | $100,200 | $3.00 | 33,400 | 108,400 | 04 Nov 2025 | By KC Global Media Asia LLC |
| Andrew Jay Kaplan | NTRP | Warrants to purchase common stock | Other | 16,700 | 16,700 | 04 Nov 2025 | By KC Global Media Asia LLC | |||
| Carmen L. Diges | NTRP | Series Q Nonvoting Convertible Preferred Stock | Other | 13,580 | 13,580 | 15 Sep 2025 | Direct | |||
| Stephen C. Kircher | NTRP | Series Q Nonvoting Convertible Preferred Stock | Other | 34,223 | 34,223 | 15 Sep 2025 | Direct | |||
| Andrew Jay Kaplan | NTRP | Series Q Nonvoting Convertible Preferred Stock | Other | 31,250 | 31,250 | 12 Sep 2025 | By Kaplan Wright Family Trust | |||
| Jimmy Don Byrd | NTRP | Series Q Nonvoting Convertible Preferred Stock | Other | 50,000 | 50,000 | 10 Sep 2025 | Direct | |||
| Donald P. Monaco | NTRP | Common Stock | Other | -7.29% | -102,579 | 1,304,290 | 29 Aug 2025 | By Donald P. Monaco Insurance Trust | ||
| William Kerby | NTRP | Common Stock | Other | -7.68% | -102,579 | 1,233,673 | 29 Aug 2025 | Direct | ||
| Andrew Jay Kaplan | NTRP | Common Stock | Purchase | $20,600 | $4.12 | 5,000 | 5,000 | 23 Jul 2025 | By Kaplan Wright Family Trust | |
| Dennis Duitch | NTRP | Stock Option (right to buy) | Award | 50,000 | 50,000 | 25 Jun 2025 | Direct | |||
| Donald P. Monaco | NTRP | Stock Option (right to buy) | Award | 50,000 | 50,000 | 25 Jun 2025 | By Donald P. Monaco Insurance Trust | |||
| Kent J. Summers | NTRP | Stock Option (right to buy) | Award | 50,000 | 50,000 | 25 Jun 2025 | Direct | |||
| Salvatore F. Battinelli | NTRP | Stock Option (right to buy) | Award | 50,000 | 50,000 | 25 Jun 2025 | Direct | |||
| Jacob Brunsberg | NTRP | Stock Option (right to buy) | Award | 50,000 | 50,000 | 25 Jun 2025 | Direct |
* marks a reported price that did not pass the local price check.