Quick Takeaways
- UPXI - UPEXI, INC. has 8 insiders with reported activity on this page.
- Net insider value flow over the last year: +$4,221,772.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 8 Insiders of UPEXI, INC.
- Symbol
- UPXI on Nasdaq
- Location
- Tampa, FL
What Changed
- Buy value: $4,221,772; sell value: $0.
- Net share flow: +1,591,170.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$4,221,772.
Buys
$4,221,772
Shares: 1,591,170
Insiders: 4
Sells
$0
Shares: 0
Insiders: 0
Net
+$4,221,772
Shares: +1,591,170
Insiders: 4
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 450,000 | 0 | $1,074,000 | $0 | +$1,074,000 |
| 6-9 | 15,000 | 0 | $92,600 | $0 | +$92,600 |
| 9-12 | 1,126,170 | 0 | $3,055,172 | $0 | +$3,055,172 |
UPEXI, INC. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Allan Marshall | Chief Executive Officer, Director | $7,608,269 | +$2,700,499 | +55% | Filing P/S | 23 Dec 2025 |
| Brian Benjamin Rudick | Cso | $2,500,025 | Mixed | 16 Jul 2025 | ||
| Robert Hackett | President, Director, 10%+ Owner | $1,415,555 | Mixed | 24 Jun 2021 | ||
| Lawrence Dugan | Director | $872,917 | +$97,770 | +13% | Filing P/S | 15 Jul 2025 |
| Gene Salkind | Director | $557,812 | +$1,323,503 | +237% | Filing P/S | 20 Nov 2025 |
| Thomas Charles Williams | Director | $298,120 | Mixed | 16 Jul 2025 | ||
| Andrew James Norstrud | Chief Financial Officer, Director | +$100,001 | Mixed | 01 Oct 2025 | ||
| Anthony P. Bazan | Chief Operations Officer | Mixed | 29 Aug 2022 |
Top shareholders of UPEXI, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| GSR Growth Investments LP |
13D/G
|
CNC Inversiones Ltd. |
7.4%
|
4,385,965
|
$25,307,018 | $0 | 30 Sep 2025 | |
| MMCAP International Inc. SPC |
13D/G
13F
|
MM Asset Management Inc. · Company |
10%
|
6,276,888
|
$13,997,460 | -$14,861,362 | 31 Dec 2025 | |
| Polar Asset Management Partners Inc. |
13D/G
|
— |
6.7%
|
4,539,473
|
$10,123,025 | -$3,814,473 | 31 Dec 2025 | |
| Allan Marshall |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
4,671,261
mixed-class rows
|
$7,608,269 | +$2,700,499 | 23 Dec 2025 | |
| Marex Securities Products Inc. |
13D/G
|
— |
5.2%
|
3,297,966
|
$5,540,583 | $0 | 05 Jan 2026 | |
| Arrington Capital Management, LLC |
13F
|
Company |
4.1%
|
2,760,107
|
$4,636,980 | — | 31 Dec 2025 | |
| Marex Group plc |
13F
|
Company |
3.7%
|
2,507,176
|
$4,212,056 | — | 31 Dec 2025 | |
| Brian Benjamin Rudick |
3/4/5
|
CSO |
1.2%
|
838,597
|
$2,500,025 | — | 16 Jul 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
1.3%
|
899,826
|
$1,511,707 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.2%
|
846,545
|
$1,422,196 | — | 31 Dec 2025 | |
| Robert Hackett |
3/4/5
|
President, Director, 10%+ Owner |
—
class O/S missing
|
1,444,444
|
$1,415,555 | — | 24 Jun 2021 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
1.1%
|
769,732
|
$1,293,150 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
1.1%
|
744,441
|
$1,250,661 | — | 31 Dec 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
1.1%
|
728,927
|
$1,224,597 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
1%
|
710,744
|
$1,194,051 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
1%
|
681,308
|
$1,144,597 | — | 31 Dec 2025 | |
| Kathmere Capital Management, LLC |
13D/G
|
— |
0.07%
|
417,983
|
$932,102 | -$3,958,250 | 30 Sep 2025 | |
| Lawrence Dugan |
3/4/5
|
Director |
—
mixed-class rows
|
141,389
mixed-class rows
|
$872,917 | +$97,770 | 15 Jul 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.74%
|
499,610
|
$839,819 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.71%
|
479,885
|
$806,207 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.66%
|
444,951
|
$747,515 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.6%
|
406,258
|
$682,513 | — | 31 Dec 2025 | |
| Quadrature Capital Ltd |
13F
|
Company |
0.53%
|
361,657
|
$607,584 | — | 31 Dec 2025 | |
| Gene Salkind |
3/4/5
|
Director |
—
mixed-class rows
|
253,750
mixed-class rows
|
$557,812 | +$1,323,503 | 20 Nov 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.41%
|
279,579
|
$469,693 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.29%
|
197,180
|
$331,262 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.28%
|
192,022
|
$322,597 | — | 31 Dec 2025 | |
| Thomas Charles Williams |
3/4/5
|
Director |
—
mixed-class rows
|
125,000
mixed-class rows
|
$298,120 | — | 16 Jul 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.26%
|
174,767
|
$293,609 | — | 31 Dec 2025 | |
| Caitong International Asset Management Co., Ltd |
13F
|
Company |
0.24%
|
159,800
|
$268,464 | — | 31 Dec 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.23%
|
152,873
|
$256,827 | — | 31 Dec 2025 | |
| J. Derek Lewis & Associates Inc. |
13F
|
Company |
0.22%
|
152,000
|
$255,360 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.2%
|
137,788
|
$231,483 | — | 31 Dec 2025 | |
| Engineers Gate Manager LP |
13F
|
Company |
0.18%
|
120,389
|
$202,254 | — | 31 Dec 2025 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
0.16%
|
111,300
|
$186,984 | — | 31 Dec 2025 | |
| OMERS ADMINISTRATION Corp |
13F
|
Company |
0.15%
|
101,200
|
$170,016 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.13%
|
89,590
|
$150,511 | — | 31 Dec 2025 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.13%
|
87,203
|
$146,501 | — | 31 Dec 2025 | |
| SHARIAPORTFOLIO, INC. |
13F
|
Company |
0.12%
|
79,828
|
$134,111 | — | 31 Dec 2025 | |
| Pinnacle Financial Partners, Inc. |
13F
|
Company |
0.1%
|
70,720
|
$118,810 | — | 31 Dec 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0.1%
|
69,086
|
$116,064 | — | 31 Dec 2025 | |
| Aristides Capital LLC |
13F
|
Company |
0.09%
|
59,342
|
$99,695 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.08%
|
57,455
|
$96,524 | — | 31 Dec 2025 | |
| Phoenix Financial Ltd. |
13F
|
Company |
0.08%
|
52,000
|
$87,283 | — | 31 Dec 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.05%
|
33,881
|
$56,920 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.05%
|
32,625
|
$54,810 | — | 31 Dec 2025 | |
| Keystone Financial Group |
13F
|
Company |
0.04%
|
27,325
|
$45,906 | — | 31 Dec 2025 | |
| Millington Financial Advisors, LLC |
13F
|
Company |
0.06%
|
40,000
|
$45,600 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
24,913
|
$41,854 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.04%
|
24,367
|
$40,937 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for UPEXI, INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Allan Marshall | UPXI | Common Stock | Purchase | 1.25% | $90,000 | $1.80 | 50,000 | 4,046,261 | 23 Dec 2025 | Direct |
| Allan Marshall | UPXI | Common Stock | Purchase | 1.27% | $103,500 | $2.07 | 50,000 | 3,996,261 | 16 Dec 2025 | Direct |
| Allan Marshall | UPXI | Common Stock | Purchase | 2.6% | $207,000 | $2.07 | 100,000 | 3,946,261 | 15 Dec 2025 | Direct |
| Gene Salkind | UPXI | Common Stock | Purchase | 29.6% | $127,500 | $2.55 | 50,000 | 218,750 | 20 Nov 2025 | Trustee |
| Gene Salkind | UPXI | Common Stock | Purchase | 145.4% | $281,000 | $2.81 | 100,000 | 168,750 | 17 Nov 2025 | Trustee |
| Gene Salkind | UPXI | Common Stock | Purchase | 21.3% | $265,000 | $2.65 | 100,000 | 569,470 | 17 Nov 2025 | Direct |
| Andrew James Norstrud | UPXI | Common Stock | Award | 240,000 | $649,138 | 01 Oct 2025 | Direct | |||
| Allan Marshall | UPXI | Common Stock | Award | 71.2% | 1,600,000 | 3,846,261 | 01 Oct 2025 | Direct | ||
| Lawrence Dugan | UPXI | Common Stock | Purchase | 3.56% | $30,000 | $7.50 | 4,000 | 116,389 | 22 Jul 2025 | Direct |
| Andrew James Norstrud | UPXI | Common Stock | Award | 157.1% | 250,000 | 409,138 | 16 Jul 2025 | Direct | ||
| Gene Salkind | UPXI | Common Stock | Award | 51.9% | 200,000 | 585,370 | 16 Jul 2025 | Direct | ||
| Brian Benjamin Rudick | UPXI | Common Stock | Award | 91.2% | 400,000 | 838,597 | 16 Jul 2025 | Direct | ||
| Lawrence Dugan | UPXI | Common Stock | Purchase | 10.8% | $62,600 | $5.69 | 11,000 | 112,389 | 16 Jul 2025 | Direct |
| Lawrence Dugan | UPXI | Common Stock | Award | 7199.4% | 100,000 | 101,389 | 16 Jul 2025 | Direct | ||
| Thomas Charles Williams | UPXI | Common Stock | Award | 100,000 | 100,000 | 16 Jul 2025 | Direct | |||
| Allan Marshall | UPXI | Common Stock | Award | 114.7% | 1,200,000 | 2,246,261 | 16 Jul 2025 | Direct | ||
| Lawrence Dugan | UPXI | Common Stock | Purchase | 257.1% | $5,170 | $5.17 | 1,000 | 1,389 | 15 Jul 2025 | Direct |
| Gene Salkind | UPXI | Common Stock | Purchase | 5.54% | $100,000 | $4.94 | 20,243 | 385,370 | 11 Jul 2025 | Direct |
| Allan Marshall | UPXI | Common Stock | Purchase | 18.3% | $799,998 | $4.94 | 161,943 | 1,046,261 | 11 Jul 2025 | Direct |
| Andrew James Norstrud | UPXI | Common Stock | Award | 169.1% | 100,000 | 159,138 | 17 Apr 2025 | Direct | ||
| Andrew James Norstrud | UPXI | Common Stock | Purchase | 287.1% | $100,001 | $2.28 | 43,860 | 59,138 | 17 Apr 2025 | Direct |
| Allan Marshall | UPXI | Common Stock | Award | 9.27% | 75,000 | 884,318 | 17 Apr 2025 | Direct | ||
| Allan Marshall | UPXI | Common Stock | Purchase | 434.5% | $1,500,001 | $2.28 | 657,895 | 809,318 | 17 Apr 2025 | Direct |
| Allan Marshall | UPXI | Warrants to purchase Common Stock | Award | 500,000 | 500,000 | 17 Apr 2025 | Direct | |||
| Gene Salkind | UPXI | Common Stock | Purchase | 194.7% | $550,002 | $2.28 | 241,229 | 365,127 | 17 Apr 2025 | Direct |
| Gene Salkind | UPXI | Options to buy common stock | Award | 35,000 | 35,000 | 17 Apr 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.