Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Annovis Bio, Inc.ANVS · Entity 7001 | Chief Financial Officer | November 20, 2023 | November 22, 2023 |
| Organogenesis Holdings Inc.ORGO · Entity 6275 | Interim CFO | January 13, 2021 | January 16, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Annovis Bio, Inc.
Report date November 20, 2023 · Filed November 22, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,820 |
Reported balance
After 2023-11-20 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-11-20 · Grant · Acquired 820 · Balance 1,820 |
Organogenesis Holdings Inc.
Report date January 13, 2021 · Filed January 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,073 |
Reported balance
After 2021-01-13 transaction · row 1
1 source rowRow 1 · 2021-01-13 · Grant · Acquired 10,700 · Balance 12,073 F1: Represents a grant of restricted stock units ("RSUs") under the Organogenesis Holdings Inc. ("Organogenesis") 2018 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the unit, one share of Organogenesis Class A common stock. The RSUs vest in equal annual installments over four years from the date of grant. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.34 · Expires 2031-01-13 | Direct | 64,198 |
Reported balance
After 2021-01-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-13 · Grant · Acquired 64,198 · Balance 64,198 F2: The option becomes exercisable in equal yearly installments over four years from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") under the Organogenesis Holdings Inc. ("Organogenesis") 2018 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the unit, one share of Organogenesis Class A common stock. The RSUs vest in equal annual installments over four years from the date of grant.
F2: The option becomes exercisable in equal yearly installments over four years from the date of grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 20, 2023 Filed Nov 21, 2023 19:29 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantCommon Stock | 824 | $6.07 | $5,001.68 |
DisclosureSEC source: 0001104659-23-120301 · tm2331305-2_4seq1.xml · nonDerivative · entry 1 Hagopian Henry III · CIK 0001821822 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,824 Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 21:21 UTC Amendment | Annovis Bio, Inc. ANVS · Entity 7001 | GrantCommon Stock | 820 | $6.10 | $5,002.00 |
DisclosureSEC source: 0001104659-23-120760 · tm2331305d8_4a.xml · nonDerivative · entry 1 Hagopian Henry III · CIK 0001821822 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,820 Read SEC document |
| April 07, 2023 Filed Apr 12, 2023 01:08 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantCommon Stock | 1,000 | $12.61 | $12,610.00 |
DisclosureSEC source: 0001104659-23-044206 · tm2312464-4_4seq.xml · nonDerivative · entry 1 Hagopian Henry III · CIK 0001821822 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 22:42 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 7,672 | $0.00 Strike: $13.17 | $0.00 |
DisclosureSEC source: 0001104659-23-005480 · tm234043-5_4seq1.xml · derivative · entry 1 Hagopian Henry III · CIK 0001821822 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,672 Underlying: Common Stock · 7,672 shares Expires 2033-01-18 F1 · derivative.exercise_date: The stock option shall vest in eight consecutive quarterly installments of 1,918 shares each on the 18th day of April, July, October and January of each year, commencing April 18, 2023, and continuing through January 18, 2025. Read SEC document |
| August 29, 2022 Filed Sep 1, 2022 00:14 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 120,000 | $0.00 Strike: $11.55 | $0.00 |
DisclosureSEC source: 0001104659-22-096653 · tm2224852-2_4seq1.xml · derivative · entry 1 Hagopian Henry III · CIK 0001821822 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 shares Expires 2032-08-29 F1 · derivative.exercise_date: The stock option vests one-third on August 29, 2023 and the remaining two-thirds will vest in eight consecutive quarterly installments beginning the fifteenth month after August 29, 2022, and will vest in full upon a Change of Control (as defined in the Company's 2019 Equity Incentive Plan), with vesting conditioned on continued employment on the applicable vesting dates. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:34 UTC | Organogenesis Holdings Inc. ORGO · Entity 6275 | GrantStock Option (Right to Buy) · Derivative | 64,198 | $0.00 Strike: $7.34 | $0.00 |
DisclosureSEC source: 0001661181-21-000003 · edgar.xml · derivative · entry 2 Hagopian Henry III · CIK 0001821822 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,198 Underlying: Class A Common Stock · 64,198 shares Expires 2031-01-13 F2 · derivative.exercise_date: The option becomes exercisable in equal yearly installments over four years from the date of grant. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:34 UTC | Organogenesis Holdings Inc. ORGO · Entity 6275 | GrantClass A Common Stock | 10,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001661181-21-000003 · edgar.xml · nonDerivative · entry 1 Hagopian Henry III · CIK 0001821822 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,073 F1 · kind: Represents a grant of restricted stock units ("RSUs") under the Organogenesis Holdings Inc. ("Organogenesis") 2018 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the unit, one share of Organogenesis Class A common stock. The RSUs vest in equal annual installments over four years from the date of grant. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 20:34 UTC | Organogenesis Holdings Inc. ORGO · Entity 6275 | GrantStock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $4.46 | $0.00 |
DisclosureSEC source: 0001661181-20-000029 · edgar.xml · derivative · entry 1 Hagopian Henry III · CIK 0001821822 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2030-08-21 F1 · derivative.exercise_date: The option becomes exercisable in equal yearly installments over four years from the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.