Steve Shum
CIK 1578898 · Chief Executive Officer · last filed 2026-08-25
Steve Shum is a Chief Executive Officer who has filed 34 SEC Form 4 insider transactions across 6 companies since 2017. The most recent filing, for XPON, was dated Aug 25, 2026. Across all open-market trades the lifetime net is +$68.7K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $21.0K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
INVO price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
WILSONVILLE, OR 97070
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| XPON | Director | 5,876 | $3.57 | $21.0K | $0 | 5 | 2026-08-25 |
| INVO Fertility, Inc. (NAYA) Delisted | Chief Executive Officer | 674 | $2.20 | $1.5K | $0 | 1 | 2025-10-03 |
| INVO Fertility, Inc. (INVO) Delisted | Chief Executive Officer | 6,421 | $0.83 | $5.3K | $155.9K | 5 | 2023-05-22 |
| Beeline Holdings, Inc. (EAST) Delisted | Interim CEO and CFO | 2,145 | $0.89 | $1.9K | $0 | 3 | 2019-09-03 |
| Beeline Holdings, Inc. (EASTW) Delisted | Chief Financial Officer | 27,896 | — | — | -$87.2K | 5 | 2018-09-10 |
| Beeline Holdings, Inc. (ESDIW) Delisted | Chief Financial Officer | 25,000 | — | — | $0 | 2 | 2017-12-18 |
Recent Filings
34 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-08-25 | XPON | Grant (A) | +5,000 | $0 | EDGAR |
| 2026-02-04 | — | Notice (144) | −161,010 | -$50.0K | EDGAR |
| 2025-10-03 | INVO Fertility, Inc. (NAYA) Delisted | Grant (A) | — | $0 | EDGAR |
| 2025-08-01 | XPON | Grant (A) | +5,000 | $0 | EDGAR |
| 2025-04-01 | — | Gift (G) | −35,000 | $0 | |
| 2024-01-03 | — | Mixed | +196,010 | $98.0K | |
| 2023-08-28 | XPON | Grant (A) | +12,195 | $0 | EDGAR |
| 2023-05-22 | INVO Fertility, Inc. (INVO) Delisted | Grant (A) | — | $0 | EDGAR |
| 2022-12-28 | XPON | Grant (A) | — | $0 | EDGAR |
| 2022-06-03 | INVO Fertility, Inc. (INVO) Delisted | Buy (P) | +58,885 | $55.9K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.