Filings
41 Form D and Form C filings inside the thesisEvery day Scout reads the SEC's daily filing index, drops pooled funds and oil and gas, and keeps the companies inside the thesis by industry group, name, website and keyword rules. "Before any press" means a news search finds nothing on the name yet. Filers named Holdings or Group stay in, tagged Possible Roll-Up Vehicle.
| Company | Sold | Industry · Fit | Notes | Filed | Source | |
|---|---|---|---|---|---|---|
| AngioInsightPeople named: Scott Burger, Laurence Betterley, Shlomi Nachman, Serafin Samson, Mark Summers | $16.3M of $20.0M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-09-25 | 11-10-26 | SEC EDGAR | 0 |
| Bloodless Diagnostics IncPeople named: Randy Allen, Alan Staple | $1.3M of $2.5M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-28-26 | 11-10-26 | SEC EDGAR | 0 |
| Qb EnterprisesPeople named: Charles Finch, III, Charles Finch, Jr., Taylor Hanes | $260K of $5.5M | Consumer Health · 45% | Industry group: Other Health CareFirst sale 09-22-26 | 11-10-26 | SEC EDGAR | 0 |
| Happy Cow Foods IncPeople named: Brian Gibb, Joshua Haddox | $7.1M of $7.1M | Premium Consumer Brands · 45% | Before any pressIndustry group: RetailingFirst sale 10-23-26 | 11-09-26 | SEC EDGAR | 0 |
| Intelligent Wellness Solutions IncPeople named: David Lefkovits, Chaitanya Gharpure, Paul Edge | $225K of $2.0M | Consumer Health · 42% | Before any pressIndustry group: Other TechnologyFirst sale 11-01-26 | 11-09-26 | SEC EDGAR | |
| ColoWatchPeople named: Bikram Bakshi, Mark Klein | $1.4M of $3.0M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 09-24-26 | 11-09-26 | SEC EDGAR | 0 |
| Instant Hydration IncPeople named: Zachary Gordan, Jonathan Jue, Shawnt Karakozian | — of $350K | Premium Consumer Brands · 45% | Before any pressIndustry group: RetailingFirst sale 10-27-26 | 11-06-26 | SEC EDGAR | 0 |
| Sunshine BunsPeople named: Christiana Hammer, Matthew Hammer, Brian Martin, Kathryn Martin, Paul Campbell, Robert Campbell, Jeff Durham | $7.0M of $7.0M | Premium Consumer Brands · 45% | Industry group: RetailingFirst sale 10-23-26 | 11-06-26 | SEC EDGAR | 0 |
| Helande InnovationsPeople named: Kabir Gambhir | $50K of $50K | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 04-09-25 | 11-06-26 | SEC EDGAR | |
| HAWKEYE GROUPPeople named: Jon Holder | $1.6M of $3.5M | Consumer Health · 45% | Before any pressPossible Roll-Up VehicleIndustry group: Other Health CareFirst sale 09-30-26 | 11-06-26 | SEC EDGAR | 0 |
| LuminoahPeople named: JOSEPH PIPER, GARRETT MARIN, THOMAS HAWES, JOSEPH ANDRASKO, BRIAN HANSEN | $25.4M of $25.4M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-22-26 | 11-06-26 | SEC EDGAR | 0 |
| EndogenexPeople named: Stacey Pugh, Juliet Bakker, Gerald Brunk, James Eadie, Doug Reed, Thomas Shehab, Krissy Wright | $132.4M of $144.6M | Consumer Health · 45% | Industry group: Other Health CareFirst sale 06-13-24 | 11-06-26 | SEC EDGAR | 0 |
| GiftWellSoonPeople named: Amy Steinhour, Kristen Beck, Christina Rowell | $75K of $500K | Consumer Health · 45% | Industry group: Other Health CareFirst sale 10-20-26 | 11-06-26 | SEC EDGAR | |
| TREASURE VALLEY HOSPITAL LIMITED PARTNERSHIPPeople named: N/A Surgical Health, LLC, Jordan Jones, John Fain, Oren Shill | — of $3.1M | Consumer Health · 45% | Before any pressIndustry group: Other Health Care | 11-05-26 | SEC EDGAR | 0 |
| Ictero MedicalPeople named: Manish Ahuja, John Fichthorn, Ashok Gowda, Dr. Raymond Kirk | $344K of $696K | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-01-26 | 11-05-26 | SEC EDGAR | 0 |
| Helande InnovationsPeople named: Kabir Gambhir | $70K of $1.0M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 07-26-26 | 11-05-26 | SEC EDGAR | |
| Frequency Exchange CorpPeople named: Stephen Davis, Hari Varshney, Keith Pyne, Nicole Sullivan, Scott Owen, Bradley Aelicks, Sammy Chow | $297K of $297K | Consumer Health · 45% | Industry group: Other Health CareFirst sale 09-11-26 | 11-05-26 | SEC EDGAR | 0 |
| Better SciencePeople named: Jody Hall, Greg Bullington | $3.0M of $5.0M | Premium Consumer Brands · 45% | Industry group: RetailingFirst sale 07-31-24 | 11-05-26 | SEC EDGAR | 0 |
| Inner GrandmaPeople named: Alice James | $250K of $500K | Premium Consumer Brands · 45% | Industry group: RetailingFirst sale 10-20-26 | 11-05-26 | SEC EDGAR | 0 |
| Lift Managing Partners LLCPeople named: Mary Dobson | — of $250K | Consumer Health · 45% | Before any pressIndustry group: Other Health Care | 11-05-26 | SEC EDGAR | 0 |
| PulsePoint Lake Norman ASCPeople named: Kevin Connor | — of $1.8M | Consumer Health · 45% | Before any pressIndustry group: Other Health Care | 11-04-26 | SEC EDGAR | 0 |
| Allina Health Surgery Center - Brooklyn ParkPeople named: Kristin Bellicot, Kyle Grunder, Nate Schularick, Dean Tortorelis, Christina Worner | $135K of $585K | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-19-26 | 11-04-26 | SEC EDGAR | |
| Original WatermenPeople named: Daniel Levine, William Fradin, Jeffrey Brotman, Yuliana Songchan | $2.9M of $4.0M | Premium Consumer Brands · 45% | Before any pressIndustry group: RetailingFirst sale 10-22-26 | 11-04-26 | SEC EDGAR | 0 |
| ANSTRA INCPeople named: Grace McCleary | $35K of $250K | Premium Consumer Brands · 45% | Before any pressIndustry group: RetailingFirst sale 10-27-26 | 11-04-26 | SEC EDGAR | |
| Giraffe Gold Holdings LLCPeople named: Matthew Shuman, Fredrick Rice, Thomas Miller | $80K of $400K | Premium Consumer Brands · 45% | Before any pressPossible Roll-Up VehicleIndustry group: RetailingFirst sale 10-20-26 | 11-04-26 | SEC EDGAR | |
| House Fly Home ServicesPeople named: Christopher Cannizzaro, Kristie Cannizzaro | $600K of $750K | Tech-Enabled Roll-Ups + AI Services · 50% | Before any pressIndustry group: Other TechnologyFirst sale 02-11-26 | 11-04-26 | SEC EDGAR | 0 |
| LadyBitsPeople named: Shanique Cartwright | $320K of $807K | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-20-26 | 11-04-26 | SEC EDGAR | 0 |
| NocionixPeople named: Robert Picarel, Arun Sridhar, Claudio Rumazza, Anthony Caparso, Alain Garcinuno Collet, James Blouzard, Tony Artiga | $2.7M of $10.0M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-23-26 | 11-04-26 | SEC EDGAR | 0 |
| MotoRove LLCPeople named: Alexander Coates | — of $480K | Premium Consumer Brands · 45% | Before any pressIndustry group: Retailing | 11-03-26 | SEC EDGAR | 0 |
| ZT Motors HoldingPeople named: N/A ZT Motors Holding GP, LLC, Taseer Badar | $44.0M of $140.0M | Premium Consumer Brands · 45% | Before any pressIndustry group: RetailingFirst sale 02-09-26 | 11-03-26 | SEC EDGAR | 0 |
| Vesalius Longevity Labs IncPeople named: PRADEEP ALBERT, CHRISTOPHER COOPER, TIMMI STUMP, JAMES MCROBERTS, KEVIN SERRE, ROBERT MCCUE, JOEL LEONOFF, KEVIN MAYER | $30.1M of $30.1M | Consumer Health · 42% | Industry group: PharmaceuticalsFirst sale 10-28-26 | 11-03-26 | SEC EDGAR | 0 |
| NextVein LLCPeople named: Ron Goldman | $1.2M of $2.0M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 01-24-25 | 11-03-26 | SEC EDGAR | 0 |
| Veterinary Care LogisticsPeople named: Emmitt Nantz, Roberto Munoz, Marshall Everson | — of $2.0M | Vertical SaaS + Embedded Payments · 42% | Before any pressIndustry group: Other Technology | 11-03-26 | SEC EDGAR | 0 |
| PanteraPeople named: Michael Cantor, Tracy Moody, Emily Webb | $4.0M of $4.5M | Consumer Health · 45% | Industry group: Other Health CareFirst sale 03-31-26 | 11-02-26 | SEC EDGAR | 0 |
| ADVOCATE SOUTHWEST AMBULATORY SURGERY CENTERPeople named: Amy Sinder, Jeffrey Singh, Benjamin Ticho, Silvio Marra, Samuel Multack, Musa Shannarah, Jeffrey Ziegler | — of $189K | Consumer Health · 45% | Before any pressIndustry group: Other Health Care | 11-02-26 | SEC EDGAR | |
| ChemoMouthpiecePeople named: David Yoskowitz, Frank Ardizzone, Jeffrey Schwab, Shlomo Lehrman | $400K of $10.0M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-08-26 | 10-30-26 | SEC EDGAR | 0 |
| CCH PartnersPeople named: David Curlin, Andrew Hilts, D. Curlin | $494K of $1.0M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 10-15-26 | 10-30-26 | SEC EDGAR | 0 |
| Valley Center Wellness Corp | — of $10K | Consumer Health · 42% | Before any press | 10-30-26 | SEC EDGAR | |
| Tenora StudiosPeople named: Mark Whitaker | $1.5M of $10.0M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 08-01-26 | 10-30-26 | SEC EDGAR | 0 |
| Teos HealthPeople named: Christopher Gallagher | $3.1M of $3.1M | Consumer Health · 45% | Before any pressIndustry group: Other Health CareFirst sale 09-24-26 | 10-30-26 | SEC EDGAR | 0 |
| Scheels All SportsPeople named: Matthew Hanson, Michelle Killoran, Trevor Klein, Jason Mack, Jill Staffne, Pete Philippi, Robert Magdefrau, Jonelle Joyce | $2.7M | Premium Consumer Brands · 45% | Industry group: RetailingFirst sale 07-01-26 | 10-30-26 | SEC EDGAR | 0 |