Comparable stake leader
Jason Daniel Ruegg
SEC ownership of NextBoat Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002067767.
Disclosed value leader
Jason Daniel Ruegg
Comparable rows
0/11
Latest evidence
23 Jul 2026
- Public ticker
- NXB on NYSE
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Jason Daniel Ruegg
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
23 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002067767
- Issuer location
- Wilmington, NC
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of NextBoat 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
Jason Daniel Ruegg
Disclosed value leader
Jason Daniel Ruegg
Comparable rows
0/11
Latest evidence
23 Jul 2026
3/4/5
Highest disclosed value: $28,542,700
11 rows are not safely comparable across share classes.
Showing 1-8 of 11 holder rows.
Quick read
Jason Daniel Ruegg has the largest disclosed position value at $28.54M.
0 of 11 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 Jason Daniel Ruegg's linked filing trail.
Disclosed position value
Top 4
Jason Daniel Ruegg
$28.54M
Brian S. John
$2.73M
Andrew James Simmons
$2.47M
Robert Rosario Gonnelli
$421.2K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 11 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jason Daniel Ruegg |
3/4/5
President and Chairman, Director, 10%+ Owner
|
—
mixed-class rows
|
$28,542,700
13,254,750 shares
mixed-class rows
|
-$942,906 | 16 Jun 2026 |
| Brian S. John |
3/4/5
CEO and Director, Director
|
—
mixed-class rows
|
$2,731,373
6,173,350 shares
mixed-class rows
|
-$179,352 | 15 May 2026 |
| Andrew James Simmons |
3/4/5
Vice President and Director, Director
|
—
mixed-class rows
|
$2,469,398
1,230,873 shares
mixed-class rows
|
+$20,144 | 31 Mar 2026 |
| Robert Rosario Gonnelli |
3/4/5
Director
|
—
mixed-class rows
|
$421,200
317,000 shares
mixed-class rows
|
+$48,881 | 16 Jan 2026 |
| Blake Randall Phillips |
3/4/5
Chief Operating Officer
|
—
class O/S missing
|
—
400,000 shares
|
— | 22 Dec 2025 |
| Chad Gregory Corbin |
3/4/5
Chief Financial Officer
|
—
mixed-class rows
|
—
183,767 shares
mixed-class rows
|
— | 26 May 2026 |
| George Louis Jousma Jr. |
3/4/5
Director
|
—
class O/S missing
|
—
55,000 shares
|
— | 09 Dec 2025 |
| Mary Elizabeth Reynolds |
3/4/5
Director
|
—
class O/S missing
|
—
55,000 shares
|
— | 09 Dec 2025 |
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 selling over the last 12 months. Net value: -$1,053,233.
Buys
$199,167
Insiders: 4
Sells
$1,252,400
Insiders: 2
Net
-$1,053,233
Shares: -509,650
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 90,350
Shares: 600,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 600,000 | $0 | $1,252,400 | -$1,252,400 |
| 3-6 | 73,350 | 0 | $150,286 | $0 | +$150,286 |
| 6-9 | 17,000 | 0 | $48,881 | $0 | +$48,881 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-11 of 11 reporting-owner rows connected to NextBoat Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
Jason Daniel Ruegg
Net 12M change
-$1,053,233
Latest report
23 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jason Daniel Ruegg | President and Chairman, Director, 10%+ Owner | $28,542,700 | -$942,906 | -3.2% | Mixed | 16 Jun 2026 |
| Brian S. John | CEO and Director, Director | $2,731,373 | -$179,352 | -6.2% | Filing P/S | 15 May 2026 |
| Andrew James Simmons | Vice President and Director, Director | $2,469,398 | +$20,144 | +0.82% | Filing P/S | 31 Mar 2026 |
| Robert Rosario Gonnelli | Director | $421,200 | +$48,881 | +13% | Filing P/S | 16 Jan 2026 |
| Hadley Zebulon Zachary | Director | Mixed | 23 Jul 2026 | |||
| Mary Elizabeth Reynolds | Director | Mixed | 09 Dec 2025 | |||
| Blake Randall Phillips | Chief Operating Officer | Mixed | 22 Dec 2025 | |||
| Chad Gregory Corbin | Chief Financial Officer | Mixed | 26 May 2026 | |||
| George Louis Jousma Jr. | Director | Mixed | 09 Dec 2025 | |||
| Thomas James Segrave Jr. | Director | Mixed | 10 Dec 2025 | |||
| Michael W. Kosloske | Director | Mixed | 09 Dec 2025 |
Recent insider transactions for NextBoat 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jason Daniel Ruegg | NXB | Common Stock | Other | -0.5% | -54,000 | 10,721,000 | 16 Jun 2026 | see footnote | ||
| Jason Daniel Ruegg | NXB | Common Stock | Gift | -4.71% | -125,000 | 2,528,750 | 16 Jun 2026 | Direct | ||
| Chad Gregory Corbin | OTH | Common Stock | Tax liability | -32.5% | -16,233 | 33,767 | 26 May 2026 | Direct | ||
| Chad Gregory Corbin | OTH | Common Stock | Options Exercise | 50,000 | 50,000 | 26 May 2026 | Direct | |||
| Brian S. John | OTH | Common Stock | Sale | -9.57% | $289,200 | $2.41 | -120,000 | 1,133,350 | 15 May 2026 | See Footnote |
| Jason Daniel Ruegg | OTH | Common Stock | Sale | -4.22% | $950,000 | $2.00 | -475,000 | 10,775,000 | 15 May 2026 | See Footnote |
| Jason Daniel Ruegg | OTH | Common Stock | Sale | -0.19% | $13,200 | $2.64 | -5,000 | 2,648,750 | 15 May 2026 | Direct |
| Jason Daniel Ruegg | OTH | Common Stock | Purchase | 0.07% | $20,294 | $2.03 | 10,000 | 13,903,750 | 31 Mar 2026 | Direct |
| Andrew James Simmons | OTH | Common Stock | Purchase | 0.82% | $20,144 | $2.01 | 10,000 | 1,225,873 | 31 Mar 2026 | Direct |
| Brian S. John | OTH | Common Stock | Purchase | 4.45% | $109,848 | $2.06 | 53,350 | 1,253,350 | 31 Mar 2026 | See Footenote |
| Robert Rosario Gonnelli | OTH | Common Stock | Purchase | 3.18% | $13,000 | $2.60 | 5,000 | 162,000 | 16 Jan 2026 | Direct |
| Andrew James Simmons | Common Stock | Award | 7560% | 1,200,000 | 1,215,873 | 30 Dec 2025 | Direct | |||
| Blake Randall Phillips | RSUs | Award | 400,000 | 400,000 | 22 Dec 2025 | Direct | ||||
| Chad Gregory Corbin | RSUs | Award | 150,000 | 150,000 | 17 Dec 2025 | Direct | ||||
| Robert Rosario Gonnelli | RSUs | Award | 155,000 | 155,000 | 15 Dec 2025 | Direct | ||||
| Robert Rosario Gonnelli | Common Stock | Purchase | 3.99% | $17,767 | $2.95 | 6,029 | 157,000 | 12 Dec 2025 | Direct | |
| Brian John | RSUs | Award | 5,000 | 5,000 | 11 Dec 2025 | Direct | ||||
| Jason Daniel Ruegg | RSUs | Award | 5,000 | 5,000 | 11 Dec 2025 | Direct | ||||
| Robert Rosario Gonnelli | Common Stock | Purchase | 0.65% | $2,864 | $2.95 | 971 | 150,971 | 11 Dec 2025 | Direct | |
| Robert Rosario Gonnelli | Common Stock | Purchase | 3.45% | $15,250 | $3.05 | 5,000 | 150,000 | 10 Dec 2025 | Direct | |
| Thomas James Segrave Jr. | RSUs | Award | 55,000 | 55,000 | 10 Dec 2025 | Direct | ||||
| Mary Elizabeth Reynolds | RSUs | Award | 55,000 | 55,000 | 09 Dec 2025 | Direct | ||||
| Andrew James Simmons | RSUs | Award | 5,000 | 5,000 | 09 Dec 2025 | Direct | ||||
| Michael W. Kosloske | RSUs | Award | 55,000 | 55,000 | 09 Dec 2025 | Direct | ||||
| George Louis Jousma Jr. | RSUs | Award | 55,000 | 55,000 | 09 Dec 2025 | Direct | ||||
| Robert Rosario Gonnelli | Common Stock | Purchase | 3.57% | 5,000 | 145,000 | 28 Nov 2025 | Direct | |||
| Chad Gregory Corbin | OTH | RSUs | Options Exercise | -50% | -100,000 | 100,000 | 26 Nov 2025 | Direct | ||
| Robert Rosario Gonnelli | Common Stock | Purchase | 3.7% | 5,000 | 140,000 | 26 Nov 2025 | Direct | |||
| Brian S. John | Common Stock | Purchase | 0.2% | 10,000 | 5,035,000 | 21 Nov 2025 | Direct | |||
| Andrew James Simmons | Common Stock | Purchase | 15,873 | 15,873 | 21 Nov 2025 | Direct | ||||
| Robert Rosario Gonnelli | Common Stock | Purchase | 8% | 10,000 | 135,000 | 15 Nov 2025 | Direct | |||
| Robert Rosario Gonnelli | Common Stock | Purchase | 125,000 | 125,000 | 14 Nov 2025 | Direct | ||||
| Brian S. John | Common Stock | Purchase | 0.5% | 25,000 | 5,025,000 | 14 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.