SEC ownership of Massimo Group

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001952853.

Comparable stake leader

David Shan

Disclosed value leader

David Shan

Comparable rows

18/18

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
18 of 18
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
David Shan
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001952853
Issuer location
Garland, TX

Ownership snapshot

Top shareholders of Massimo Group (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
David Shan
Disclosed value leader
David Shan
Comparable rows
18/18
Latest evidence
31 Mar 2026
3/4/5 13D/G 13F Lead comparable stake: 77% 13D/G row: David Shan Showing 1-8 of 18 holder rows.

Quick read

David Shan leads the comparable SEC ownership view at 77%.

18 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 David Shan's linked filing trail.
Comparable ownership Top 5
David Shan 77%
Asia International Securities Exc... 1%
Yunhao Chen 0.33%
Michael Glenn Smith 0.13%
Mark Sheffield 0.02%

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
David Shan
3/4/5 13D/G
Chief Executive Officer, Director, 10%+ Owner
77%
from 13D/G
$74,289,600
32,160,000 shares
29 May 2025
Asia International Securities Exchange Co., Ltd.
13D/G
1%
$1,559,996
399,999 shares
$0 20 Jun 2025
Yunhao Chen
3/4/5
Chief Financial Officer
0.33%
$308,001
133,334 shares
29 May 2025
Michael Glenn Smith
3/4/5
Former Officer
0.13%
$115,500
50,000 shares
29 May 2025
Mark Sheffield
3/4/5
Director
0.02%
$20,790
9,000 shares
29 May 2025
Paolo Pietrogrande
3/4/5
Director
0.02%
$20,790
9,000 shares
29 May 2025
Ting Zhu
3/4/5
Director
0.02%
$20,790
9,000 shares
29 May 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.31%
$121,968
122,434 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 14 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 1-8 of 8 reporting-owner rows connected to Massimo Group. Open a relationship link for the CIK-to-CIK filing trail.

Rows
8
Largest Forms 3/4/5 holder
David Shan
Net 12M change
$0
Latest report
02 Mar 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
David Shan Chief Executive Officer, Director, 10%+ Owner $74,289,600 Mixed 29 May 2025
Yunhao Chen Chief Financial Officer $308,001 Mixed 29 May 2025
Michael Glenn Smith Former Officer $115,500 Mixed 29 May 2025
Paolo Pietrogrande Director $20,790 Mixed 29 May 2025
Mark Sheffield Director $20,790 Mixed 29 May 2025
Ting Zhu Director $20,790 Mixed 29 May 2025
Quenton Petersen Vice President Mixed 01 Mar 2025
Mingqiu Xu Chief Financial Officer Mixed 02 Mar 2026

Recent insider transactions for Massimo Group

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
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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