SEC ownership of NextPlat Corp

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001058307.

Comparable stake leader

Charles M. Fernandez

Disclosed value leader

Charles M. Fernandez

Comparable rows

0/30

Latest evidence

14 Oct 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
14 Oct 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001058307
Issuer location
Hallandale Beach, FL

Ownership snapshot

Top shareholders of NextPlat Corp (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
Charles M. Fernandez
Disclosed value leader
Charles M. Fernandez
Comparable rows
0/30
Latest evidence
14 Oct 2026
3/4/5 13F Highest disclosed value: $11,915,641 30 rows are not safely comparable across share classes. Showing 1-8 of 30 holder rows.

Quick read

Charles M. Fernandez has the largest disclosed position value at $11.92M.

0 of 30 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 Charles M. Fernandez's linked filing trail.
Disclosed position value Top 5
Charles M. Fernandez $11.92M
Frost Phillip MD Et al $11.11M
Lauren Sturges Fernandez $3.17M
David Phipps $494K
EverSource Wealth Advisors, LLC $392K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 30 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Charles M. Fernandez
3/4/5
Chairman & CEO, Director, 10%+ Owner
—
mixed-class rows
$11,915,641
5,565,532 shares
mixed-class rows
— 01 Oct 2024
Frost Phillip MD Et al
3/4/5
10%+ Owner
—
denominator unverified
$11,108,570
3,428,571 shares
— 11 Apr 2023
Lauren Sturges Fernandez
3/4/5
Director, 10%+ Owner
—
denominator unverified
$3,168,375
4,591,850 shares
— 13 Aug 2025
David Phipps
3/4/5
Chief Executive Officer, Director
—
denominator unverified
$493,951
73,178 shares
— 14 Oct 2026
EverSource Wealth Advisors, LLC
13F
Company
13F
—
denominator unverified
$391,952
58,067 shares
— 30 Jun 2026
Rodney Barreto
3/4/5
Director
—
denominator unverified
$338,843
50,199 shares
— 30 Sep 2026
Douglas Ellenoff
3/4/5
Director
—
denominator unverified
$150,248
22,259 shares
— 30 Sep 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$148,456
21,992 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

No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 21 Oct 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 1-20 of 21 reporting-owner rows connected to NextPlat Corp. Open a relationship link for the CIK-to-CIK filing trail.

Rows
21
Largest Forms 3/4/5 holder
Charles M. Fernandez
Net 12M change
$0
Latest report
14 Oct 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Charles M. Fernandez Chairman & CEO, Director, 10%+ Owner $11,915,641 Mixed 01 Oct 2024
Frost Phillip MD Et al 10%+ Owner $11,108,570 Mixed 11 Apr 2023
Lauren Sturges Fernandez Director, 10%+ Owner $3,168,375 Mixed 13 Aug 2025
David Phipps Chief Executive Officer, Director $493,951 Median 14 Oct 2026
Rodney Barreto Director $338,843 Median 30 Sep 2026
Douglas Ellenoff Director $150,248 Median 30 Sep 2026
Paul R. Thomson Exec VP and CFO $114,803 Filing P/S 05 Jan 2022
John E. Miller Director $90,720 Mixed 16 Apr 2024
Theresa Carlise Chief Accounting Officer $88,896 Mixed 16 Dec 2021
Anthony Armas Director $87,311 Median 30 Sep 2026
Andrew Scott Cohen SVP of Operations $81,000 Mixed 08 Oct 2021
Hector Delgado Director $45,568 Mixed 15 Oct 2025
Amanda Ferrio Chief Financial Officer $45,562 Median 14 Oct 2026
Robert Phillip Bedwell Jr. Chief Compliance Officer $25,332 Median 14 Oct 2026
Cecile Munnik Cfo $16,200 Mixed 01 Oct 2024
Louis Cusimano Director Mixed 31 Dec 2023
Elizabeth Alcaine Director Mixed 01 Oct 2024
Jervis Hough Director Mixed 01 Oct 2024
Maria Cristina Fernandez Director Mixed 31 Dec 2023
Kendall W. Carpenter Director Mixed 31 Dec 2023

Recent insider transactions for NextPlat Corp

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
Robert Phillip Bedwell Jr. NXPL Common Stock Award 49.9% 1,250 3,753 14 Oct 2026 Direct
Amanda Ferrio NXPL Common Stock Award 80% 3,000 6,750 14 Oct 2026 Direct
David Phipps NXPL Common Stock Award 8.93% 6,000 73,178 14 Oct 2026 Direct
Anthony Armas NXPL Common Stock Award 5.39% 661 12,935 30 Sep 2026 By Apollo Two MSO, LLC
Rodney Barreto NXPL Common Stock Award 2.71% 1,323 50,199 30 Sep 2026 Direct
Douglas Ellenoff NXPL Common Stock Award 6.32% 1,323 22,259 30 Sep 2026 Direct
Rodney Barreto NXPL Common Stock Award 0.4% 1,886 471,795 30 Jun 2026 Direct
Anthony Armas NXPL Common Stock Award 0.83% 943 114,259 30 Jun 2026 By Apollo Two MSO, LLC
Douglas Ellenoff NXPL Common Stock Award 0.99% 1,886 192,386 30 Jun 2026 Direct
Anthony Armas NXPL Common Stock Award 12% 12,162 113,316 06 Apr 2026 By Apollo Two MSO, LLC
Rodney Barreto NXPL Common Stock Award 5.46% 24,324 469,909 06 Apr 2026 Direct
Douglas Ellenoff NXPL Common Stock Award 14.6% 24,324 190,500 06 Apr 2026 Direct
Rodney Barreto NXPL Common Stock Award 4.99% 21,176 445,585 31 Dec 2025 Direct
Anthony Armas NXPL Common Stock Award 11.7% 10,588 101,154 31 Dec 2025 By Apollo Two MSO LLC
Douglas Ellenoff NXPL Common Stock Award 14.6% 21,176 166,176 31 Dec 2025 Direct
Robert Phillip Bedwell Jr. NXPL Common Stock Award 795.1% 40,000 45,031 05 Dec 2025 Direct
Amanda Ferrio NXPL Common Stock Award 75,000 75,000 05 Dec 2025 Direct
David Phipps NXPL Common Stock Award 16.1% 100,000 721,788 05 Dec 2025 Direct
* marks a reported price that did not pass the local price check.
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