Comparable stake leader
3i, LP
SEC ownership of Expion360 Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001894954.
Disclosed value leader
John Henry Yozamp
Comparable rows
14/23
Latest evidence
31 Mar 2026
- Public ticker
- XPON 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
-
3i, LP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
14 of 23
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
3i, LP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001894954
- Issuer location
- Redmond, OR
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 Expion360 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
3i, LP
Disclosed value leader
John Henry Yozamp
Comparable rows
14/23
Latest evidence
31 Mar 2026
13D/G
3/4/5
13F
Lead comparable stake: 4.9%
9 rows are not safely comparable across share classes.
13D/G row: 3i, LP
Showing 1-8 of 23 holder rows.
Quick read
3i, LP leads the comparable SEC ownership view at 4.9%.
14 of 23 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 3i, LP's linked filing trail.
Comparable ownership
Top 5
3i, LP
4.9%
L1 Capital Global Opportunities M...
4.4%
S.H.N. Financial Investments Ltd.
0.13%
Shawna Lee Bowin
1%
Scott R. Burell
0.39%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 23 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| 3i, LP |
13D/G
|
4.9%
|
$102,381
110,087 shares
|
$0 | 31 Dec 2024 |
| L1 Capital Global Opportunities Master Fund, Ltd. |
13D/G
|
4.4%
|
$417,749
449,193 shares
|
+$178,746 | 31 Dec 2025 |
| S.H.N. Financial Investments Ltd. |
13D/G
|
0.13%
|
$5,006
5,383 shares
|
$0 | 31 Dec 2024 |
| Shawna Lee Bowin |
3/4/5
Chief Financial Officer
|
1%
|
$150,292
104,370 shares
|
— | 17 Oct 2025 |
| Scott R. Burell |
3/4/5
Director
|
0.39%
|
$57,600
40,000 shares
|
— | 16 Oct 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
1.6%
|
$92,255
162,052 shares
|
— | 31 Mar 2026 |
| VANGUARD FIDUCIARY TRUST CO |
13F
Company
|
0.52%
|
$30,366
53,368 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
0.31%
|
$17,969
31,580 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
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 25 Jun 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 1-12 of 12 reporting-owner rows connected to Expion360 Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
John Henry Yozamp
Net 12M change
$0
Latest report
17 Oct 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John Henry Yozamp | 10%+ Owner | $2,656,726 | Filing P/S | 04 Jun 2024 | ||
| Gregory Scott Aydelott | Chief Financial Officer | $310,293 | Mixed | 16 Jan 2024 | ||
| Brian Paul Schaffner | Director | $219,875 | Mixed | 16 Oct 2025 | ||
| Carson E. Heagen | Chief Operating Officer | $204,027 | Mixed | 16 Oct 2025 | ||
| Shawna Lee Bowin | Chief Financial Officer | $150,292 | Mixed | 17 Oct 2025 | ||
| Scott R. Burell | Director | $57,600 | Mixed | 16 Oct 2025 | ||
| Paul Thomas Shoun | President, Director | $29,398 | Mixed | 31 Jul 2025 | ||
| Steve Shum | Director | $9,575 | Mixed | 31 Jul 2025 | ||
| George Lefevre | Director | $9,484 | Mixed | 31 Jul 2025 | ||
| Tien Q. Nguyen | Director | $9,211 | Mixed | 31 Jul 2025 | ||
| Joseph D. Hammer | Chief Executive Officer, Director | Mixed | 17 Oct 2025 | |||
| David Leigh Hendrickson | Director | Mixed | 02 May 2022 |
Recent insider transactions for Expion360 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Shawna Lee Bowin | XPON | Common Stock | Award | 2288.3% | 100,000 | 104,370 | 17 Oct 2025 | Direct | ||
| Carson E. Heagen | XPON | Common Stock | Award | 204.4% | 100,000 | 148,925 | 16 Oct 2025 | Direct | ||
| Brian Paul Schaffner | XPON | Common Stock | Award | 165.3% | 100,000 | 160,493 | 16 Oct 2025 | Direct | ||
| Shawna Lee Bowin | XPON | Common Stock | Award | 2288.3% | 100,000 | 104,370 | 16 Oct 2025 | Direct | ||
| Scott R. Burell | XPON | Common Stock | Award | 40,000 | 40,000 | 16 Oct 2025 | Direct | |||
| Tien Q. Nguyen | XPON | Common Stock | Award | 97.6% | 5,000 | 10,122 | 31 Jul 2025 | Direct | ||
| Tien Q. Nguyen | XPON | Stock Option (Right to Buy) | Award | 5,000 | 5,000 | 31 Jul 2025 | Direct | |||
| Steve Shum | XPON | Common Stock | Award | 90.6% | 5,000 | 10,522 | 31 Jul 2025 | Direct | ||
| Steve Shum | XPON | Stock Option (Right to Buy) | Award | 5,000 | 5,000 | 31 Jul 2025 | Direct | |||
| Paul Thomas Shoun | XPON | Stock Option (Right to Buy) | Award | 46,281 | 46,281 | 31 Jul 2025 | Direct | |||
| George Lefevre | XPON | Common Stock | Award | 92.2% | 5,000 | 10,422 | 31 Jul 2025 | Direct | ||
| George Lefevre | XPON | Stock Option (Right to Buy) | Award | 5,000 | 5,000 | 31 Jul 2025 | Direct | |||
| Carson E. Heagen | XPON | Stock Option (Right to Buy) | Award | 32,966 | 32,966 | 31 Jul 2025 | Direct | |||
| Brian Paul Schaffner | XPON | Stock Option (Right to Buy) | Award | 43,519 | 43,519 | 31 Jul 2025 | Direct |
* marks a reported price that did not pass the local price check.