SEC ownership of AppTech Payments Corp.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001070050.

Comparable stake leader

Albert L. Lord

Disclosed value leader

Luke Damian D'Angelo

Comparable rows

4/18

Latest evidence

08 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
4 of 18
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Albert L. Lord
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
08 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001070050
Issuer location
Carlsbad, CA

Ownership snapshot

Top shareholders of AppTech Payments 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
Albert L. Lord
Disclosed value leader
Luke Damian D'Angelo
Comparable rows
4/18
Latest evidence
08 Jun 2026
3/4/5 13D/G 13F Lead comparable stake: 8.5% 14 rows are not safely comparable across share classes. 13D/G row: Albert L. Lord Showing 1-8 of 18 holder rows.

Quick read

Albert L. Lord leads the comparable SEC ownership view at 8.5%.

4 of 18 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 Albert L. Lord's linked filing trail.
Comparable ownership Top 4
Albert L. Lord 8.5%
Robert J. Lipstein 0.33%
Thomas J. DeRosa 0.17%
Geneos Wealth Management Inc. 0.01%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 18 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Albert L. Lord
3/4/5 13D/G
Director
8.5%
from 13D/G
$2,183,560
28,827,120 shares
mixed-class rows
+$272,892 08 Jun 2026
Robert J. Lipstein
3/4/5
Director
0.33%
$38,500
110,000 shares
+$35,445 04 May 2026
Thomas J. DeRosa
3/4/5
Chief Executive Officer
0.17%
$18,506
56,096 shares
+$10,053 04 Mar 2026
Geneos Wealth Management Inc.
13F
Company
13F
0.01%
$980
2,000 shares
31 Mar 2026
nDigital Ventures
3/4/5
10%+ Owner
class O/S missing
2,347,905 shares
06 May 2022
Luke Damian D'Angelo
3/4/5
Chief Executive Officer, Director
mixed-class rows
$13,348,539
10,772,032 shares
mixed-class rows
14 Jul 2017
Michael B. Gross
3/4/5
Former Director
mixed-class rows
$9,684,788
13,070,953 shares
mixed-class rows
28 Aug 2020
Jeffrey Moriarty
3/4/5
Secretary
mixed-class rows
$1,251,600
1,175,000 shares
mixed-class rows
31 Dec 2020
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: +$333,755.

Buys
$333,755
Insiders: 4
Sells
$0
Insiders: 0
Net
+$333,755
Shares: +859,694
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 859,694 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 329,120 0 $139,226 $0 +$139,226
3-6 313,806 0 $103,685 $0 +$103,685
6-9 216,768 0 $90,843 $0 +$90,843
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-18 of 18 reporting-owner rows connected to AppTech Payments Corp.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
18
Largest Forms 3/4/5 holder
Luke Damian D'Angelo
Net 12M change
+$333,754
Latest report
08 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Luke Damian D'Angelo Chief Executive Officer, Director $13,348,539 Mixed 14 Jul 2017
Michael B. Gross Former Director $9,684,788 Mixed 28 Aug 2020
Albert L. Lord Director $2,183,560 +$272,892 +14% Mixed 08 Jun 2026
Jeffrey Moriarty Secretary $1,251,600 Mixed 31 Dec 2020
Calvin D. Walsh Director $517,670 +$15,364 +3.1% Mixed 24 Nov 2025
Thomas J. Kozlowski Jr. Director $447,674 Mixed 13 Jun 2025
Felipe Amilcar Corrado IV CFO & Treasurer $269,168 Mixed 24 Dec 2024
Christopher S. Williams Director $234,666 Mixed 29 Dec 2023
William Huff Director $136,798 Mixed 29 Dec 2023
Marc D. Evans Corporate Secretary $132,466 Mixed 10 May 2022
Mengyin H. Liang Director $125,897 Mixed 29 Dec 2023
Benjamin D. Jenkins Cto $123,396 Mixed 21 Jul 2022
Michael A. O'Neal Director $110,116 Mixed 29 Dec 2023
Robert J. Lipstein Director $38,500 +$35,445 +1160% Filing P/S 04 May 2026
Thomas J. DeRosa Chief Executive Officer $18,506 +$10,053 +119% Filing P/S 04 Mar 2026
Chad Nelley Coo $10,363 Mixed 16 Sep 2022
Michael Yadgar Director Mixed 28 Apr 2021
nDigital Ventures 10%+ Owner Mixed 06 May 2022

Recent insider transactions for AppTech Payments 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
Albert L. Lord APCX Common Stock Purchase 0.49% $8,560 $0.5000 17,120 3,527,120 08 Jun 2026 Direct
Albert L. Lord APCX Common Stock Purchase 2.03% $34,342 $0.4906 70,000 3,510,000 04 Jun 2026 Direct
Albert L. Lord APCX Common Stock Purchase 2.08% $33,544 $0.4792 70,000 3,440,000 03 Jun 2026 Direct
Albert L. Lord APCX Common Stock Purchase 2.12% $27,335 $0.3905 70,000 3,370,000 02 Jun 2026 Direct
Robert J. Lipstein APCX Common Stock Purchase 6.8% $2,450 $0.3500 7,000 110,000 27 May 2026 Direct
Robert J. Lipstein APCX Common Stock Purchase 1187.5% $32,995 $0.3473 95,000 103,000 26 May 2026 Direct
Thomas J. DeRosa APCX Common Stock Purchase 21.7% $3,299 $0.3299 10,000 56,096 04 Mar 2026 Direct
Albert L. Lord APCX Common Stock Purchase 0.91% $9,578 $0.3235 29,606 3,300,000 04 Mar 2026 Direct
Albert L. Lord APCX Common Stock Purchase 1.55% $15,560 $0.3112 50,000 3,270,394 02 Mar 2026 Direct
Albert L. Lord APCX Common Stock Purchase 1.58% $15,790 $0.3158 50,000 3,220,394 27 Feb 2026 Direct
Thomas J. DeRosa APCX Common Stock Purchase 76.6% $6,754 $0.3377 20,000 46,096 26 Feb 2026 Direct
Albert L. Lord APCX Common Stock Purchase 1.6% $16,920 $0.3384 50,000 3,170,394 26 Feb 2026 Direct
Albert L. Lord APCX Common Stock Purchase 1.63% $18,370 $0.3674 50,000 3,120,394 25 Feb 2026 Direct
Albert L. Lord APCX Common Stock Purchase 1.66% $15,750 $0.3150 50,000 3,070,394 24 Feb 2026 Direct
Albert L. Lord APCX Common Stock Purchase 0.14% $1,665 $0.3964 4,200 3,020,394 12 Feb 2026 Direct
Albert L. Lord APCX Common Stock Purchase 1.34% $17,660 $0.4415 40,000 3,016,194 04 Dec 2025 Direct
Albert L. Lord APCX Common Stock Purchase 1.36% $16,928 $0.4232 40,000 2,976,194 03 Dec 2025 Direct
Albert L. Lord APCX Common Stock Purchase 1.38% $17,544 $0.4386 40,000 2,936,194 02 Dec 2025 Direct
Calvin D. Walsh APCX Common Stock Purchase 44% $5,400 $0.4500 12,000 39,268 01 Dec 2025 By IRA
Calvin D. Walsh APCX Common Stock Purchase 57.9% $3,800 $0.3800 10,000 27,268 26 Nov 2025 By IRA
Albert L. Lord APCX Common Stock Purchase 1.4% $17,360 $0.4340 40,000 2,896,194 26 Nov 2025 Direct
Calvin D. Walsh APCX Common Stock Purchase 590.7% $5,464 $0.3700 14,768 17,268 25 Nov 2025 By IRA
Albert L. Lord APCX Common Stock Purchase 0.62% $5,987 $0.3421 17,500 2,856,194 25 Nov 2025 Direct
Calvin D. Walsh APCX Common Stock Purchase $700 $0.2800 2,500 2,500 24 Nov 2025 By IRA
Albert L. Lord APCX Common Stock Purchase 1,000,000 1,000,000 31 Oct 2025 Suzanne D. Lord 2025 Spousal Estate Reduction Trust
Albert L. Lord APCX Firm Warrant 7 Award 1,500,000 1,500,000 31 Oct 2025 Suzanne D. Lord 2025 Spousal Estate Reduction Trust
Albert L. Lord APCX Firm Warrant 6 Award 1,000,000 1,000,000 31 Oct 2025 Suzanne D. Lord 2025 Spousal Estate Reduction Trust
Thomas J. Kozlowski Jr. APCX Common Stock Award 0.82% 10,955 1,344,631 16 Jun 2025 Direct
* marks a reported price that did not pass the local price check.
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