Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Insight Molecular Diagnostics Inc.OCX · Entity 6631 | Director | June 23, 2023 | June 27, 2023 |
| Lineage Cell Therapeutics, Inc.LCTX · Entity 6045 | Director · Chairman | July 01, 2023 | July 03, 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.
Insight Molecular Diagnostics Inc.
Report date June 23, 2023 · Filed June 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 489,111 |
Reported balance
After 2023-06-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-23 · Grant · Acquired 20,000 · Balance 489,111 F1: The Restricted Stock Units shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.20 · Expires 2033-06-23 | Direct | 90,000 |
Reported balance
After 2023-06-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-06-23 · Grant · Acquired 90,000 · Balance 90,000 F4: Options shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders. |
| Common Stock, no par valueSEC Table I · non-derivative | IndirectSee Footnote | 75,345 |
Reported balance
Holding disclosure · report date 2023-06-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 75,345 F2: The shares of common stock are held by Greenbelt Corp. The Reporting Person is the President of Greenbelt Corp. and in such capacity has the right to vote and dispose of the securities held by such entity. |
| Common Stock, no par valueSEC Table I · non-derivative | IndirectSee Footnote | 18,767 |
Reported balance
Holding disclosure · report date 2023-06-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,767 F3: The shares of common stock are held by Greenway Partners, LP. The Reporting Person is the General Partner of Greenway Partners, LP and in such capacity has the right to vote and dispose of the securities held by such entity. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders.
F2: The shares of common stock are held by Greenbelt Corp. The Reporting Person is the President of Greenbelt Corp. and in such capacity has the right to vote and dispose of the securities held by such entity.
F3: The shares of common stock are held by Greenway Partners, LP. The Reporting Person is the General Partner of Greenway Partners, LP and in such capacity has the right to vote and dispose of the securities held by such entity.
F4: Options shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders.
Lineage Cell Therapeutics, Inc.
Report date July 01, 2023 · Filed July 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.41 · Expires 2033-07-01 | Direct | 50,000 |
Reported balance
After 2023-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-01 · Grant · Acquired 50,000 · Balance 50,000 F1: Will vest and become exercisable on July 1, 2024, subject to the reporting person's continuous service with the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Will vest and become exercisable on July 1, 2024, subject to the reporting person's continuous service with the issuer.
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 |
|---|---|---|---|---|---|---|
| December 01, 2016 Filed Jan 7, 2017 02:47 UTC | Lineage Cell Therapeutics, Inc. BTX · Entity 6045 | GiftCommon Shares, no par value | 69,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-002813 · doc5.xml · nonDerivative · entry 2 KINGSLEY ALFRED D · CIK 0001229339 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Greenbelt Corp. Disclosed balance after: 1,381,805 F2 · date: During December 2016, Greenbelt Corp. gifted a total of 69,300 common shares to certain charitable organizations. F2 · price: During December 2016, Greenbelt Corp. gifted a total of 69,300 common shares to certain charitable organizations. 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.