Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Endovia Health Sciences, Inc.SBEV · Entity 8508 | Interim CFO | May 02, 2022 | October 16, 2023 |
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.
Endovia Health Sciences, Inc.
Report date May 02, 2022 · Filed October 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock optionsSEC Table II · derivative / convertible security · Conversion / exercise price $1.12 · Expires 2032-05-02 | Direct | 35,000 |
Reported balance
After 2022-05-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-02 · Grant · Acquired 35,000 · Balance 35,000 F1: The options were issued in connection with serving as the interim chief financial officer of SBEV, pursuant to the 2020 Long-Term Incentive Compensation Plan. All 35,000 options vested on May 2, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The options were issued in connection with serving as the interim chief financial officer of SBEV, pursuant to the 2020 Long-Term Incentive Compensation Plan. All 35,000 options vested on May 2, 2022.
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 |
|---|---|---|---|---|---|---|
| May 02, 2022 Filed Oct 16, 2023 21:54 UTC | Endovia Health Sciences, Inc. SBEV · Entity 8508 | GrantStock options · Derivative | 35,000 | $0.00 Strike: $1.12 | $0.00 |
DisclosureSEC source: 0001731122-23-001907 · ownership.xml · derivative · entry 1 Dhalla Fatima · CIK 0001913908 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Underlying: Common stock · 35,000 shares Expires 2032-05-02 F1 · derivative.exercise_date: The options were issued in connection with serving as the interim chief financial officer of SBEV, pursuant to the 2020 Long-Term Incentive Compensation Plan. All 35,000 options vested on May 2, 2022. 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.