Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LifeMD, Inc.LFMD · Entity 6521 | COO | June 13, 2023 | June 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.
LifeMD, Inc.
Report date June 13, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 247,632 |
Reported balance
After 2023-06-13 transaction · row 1
1 source rowRow 1 · 2023-06-13 · Grant · Acquired 150,000 · Balance 247,632 F1: The options are being cancelled in exchange for 150,000 restricted shares vesting on January 1, 2024 and performance shares to be reported until settlement. 35,000 of the stock options vested on January 8, 2021, with the remaining stock options scheduled to vest in equal monthly tranches, based on the passage of time, over the following 30 months. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.50 | Direct | 0 |
Reported balance
After 2023-06-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-13 · Disposition to issuer · Disposed 200,000 · Balance 0 F1: The options are being cancelled in exchange for 150,000 restricted shares vesting on January 1, 2024 and performance shares to be reported until settlement. 35,000 of the stock options vested on January 8, 2021, with the remaining stock options scheduled to vest in equal monthly tranches, based on the passage of time, over the following 30 months. |
Filing footnotes · ownership attribution and instrument terms
F1: The options are being cancelled in exchange for 150,000 restricted shares vesting on January 1, 2024 and performance shares to be reported until settlement. 35,000 of the stock options vested on January 8, 2021, with the remaining stock options scheduled to vest in equal monthly tranches, based on the passage of time, over the following 30 months.
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 |
|---|---|---|---|---|---|---|
| June 13, 2023 Filed Jun 16, 2023 01:12 UTC | LifeMD, Inc. LFMD · Entity 6521 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 200,000 | Not disclosed Strike: $7.50 | Not disclosed |
DisclosureSEC source: 0001362118-23-000041 · primary_doc.xml · derivative · entry 2 Roberts Brad Michael · CIK 0001844066 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires not disclosed F1 · price: The options are being cancelled in exchange for 150,000 restricted shares vesting on January 1, 2024 and performance shares to be reported until settlement. 35,000 of the stock options vested on January 8, 2021, with the remaining stock options scheduled to vest in equal monthly tranches, based on the passage of time, over the following 30 months. F1 · derivative.exercise_date: The options are being cancelled in exchange for 150,000 restricted shares vesting on January 1, 2024 and performance shares to be reported until settlement. 35,000 of the stock options vested on January 8, 2021, with the remaining stock options scheduled to vest in equal monthly tranches, based on the passage of time, over the following 30 months. F1 · derivative.expiration_date: The options are being cancelled in exchange for 150,000 restricted shares vesting on January 1, 2024 and performance shares to be reported until settlement. 35,000 of the stock options vested on January 8, 2021, with the remaining stock options scheduled to vest in equal monthly tranches, based on the passage of time, over the following 30 months. Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:12 UTC | LifeMD, Inc. LFMD · Entity 6521 | GrantCommon Stock | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001362118-23-000041 · primary_doc.xml · nonDerivative · entry 1 Roberts Brad Michael · CIK 0001844066 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,632 F1 · price: The options are being cancelled in exchange for 150,000 restricted shares vesting on January 1, 2024 and performance shares to be reported until settlement. 35,000 of the stock options vested on January 8, 2021, with the remaining stock options scheduled to vest in equal monthly tranches, based on the passage of time, over the following 30 months. Read SEC document |
| May 26, 2023 Filed May 30, 2023 19:30 UTC | LifeMD, Inc. LFMD · Entity 6521 | PurchaseCommon Stock, par value $0.01 | 30,000 | $2.19 | $65,706.00 |
DisclosureSEC source: 0001362118-23-000034 · primary_doc.xml · nonDerivative · entry 1 Roberts Brad Michael · CIK 0001844066 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,632 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.1798 to $2.20 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| February 25, 2021 Filed Feb 25, 2021 23:13 UTC | LifeMD, Inc. LFMD · Entity 6521 | PurchaseCommon Stock, par value $0.001 | 5,000 | $20.50 | $102,500.00 |
DisclosureSEC source: 0001493152-21-004847 · ownership.xml · nonDerivative · entry 1 Roberts Brad Michael · CIK 0001844066 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| February 25, 2021 Filed Apr 30, 2021 21:50 UTC Amendment | LifeMD, Inc. LFMD · Entity 6521 | PurchaseCommon Stock, par value $0.001 | 5,000 | $20.50 | $102,500.00 |
DisclosureSEC source: 0001493152-21-010259 · ownership.xml · nonDerivative · entry 1 Roberts Brad Michael · CIK 0001844066 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,632 F1 · balance_after: This Form 4 amendment is being filed to correct the number of shares directly owned Mr. Roberts as of February 25, 2021. 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.