Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| iSpecimen Inc.ISPC · Entity 8372 | Director · CEO, CFO and Treasurer | May 31, 2023 | June 01, 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.
iSpecimen Inc.
Report date May 31, 2023 · Filed June 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,541 |
Reported balance
After 2023-05-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-31 · Purchase · Acquired 4,400 · Balance 49,541 F1: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person.
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 31, 2023 Filed Jun 1, 2023 21:56 UTC | iSpecimen Inc. ISPC · Entity 8372 | PurchaseCommon Stock | 4,400 | $1.25 | $5,500.00 |
DisclosureSEC source: 0001104659-23-067152 · tm2317620-1_4seq1.xml · nonDerivative · entry 1 Curley Tracy · CIK 0001857028 · Director · CEO, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,541 F1 · security: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person. F1 · shares: Reflects an open market purchase of shares of the Issuer's common stock by the Reporting Person. Read SEC document |
| November 01, 2022 Filed Nov 4, 2022 21:27 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantOption · Derivative | 100,000 | $1.61 | $161,000.00 |
DisclosureSEC source: 0001104659-22-114982 · tm2229745-2_4seq1.xml · derivative · entry 1 Curley Tracy · CIK 0001857028 · Interim CEO, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-11-01 F1 · derivative.exercise_price: Represents 91,235 and 8,765 options granted on November 1, 2022 under the Issuer's 2013 Stock Incentive Plan and the 2021 Stock Incentive Plan, respectively, 25% of which were subject to a one-year cliff with the remaining 75% vested/to be vested quarterly over three years. The vesting commence date is October 24, 2022. The stock options were awarded as compensation to the Reporting Person for her service as an officer of the Company. F1 · derivative.exercise_date: Represents 91,235 and 8,765 options granted on November 1, 2022 under the Issuer's 2013 Stock Incentive Plan and the 2021 Stock Incentive Plan, respectively, 25% of which were subject to a one-year cliff with the remaining 75% vested/to be vested quarterly over three years. The vesting commence date is October 24, 2022. The stock options were awarded as compensation to the Reporting Person for her service as an officer of the Company. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 21:14 UTC | iSpecimen Inc. ISPC · Entity 8372 | Tax withholdingCommon Stock | 2,738 | $2.36 | $6,461.68 |
DisclosureSEC source: 0001104659-22-074371 · tm2219397-4_4seq1.xml · nonDerivative · entry 1 Curley Tracy · CIK 0001857028 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,141 F1 · kind: The shares were sold and the proceeds were paid to the Issuer to satisfy tax withholding obligations. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 01:01 UTC | iSpecimen Inc. ISPC · Entity 8372 | PurchaseCommon Stock | 2,000 | $5.12 | $10,240.00 |
DisclosureSEC source: 0001104659-21-140720 · tm2133335-1_4seq1.xml · nonDerivative · entry 2 Curley Tracy · CIK 0001857028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 01:01 UTC | iSpecimen Inc. ISPC · Entity 8372 | PurchaseCommon Stock | 8,000 | $5.23 | $41,840.00 |
DisclosureSEC source: 0001104659-21-140720 · tm2133335-1_4seq1.xml · nonDerivative · entry 1 Curley Tracy · CIK 0001857028 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| July 30, 2021 Filed Feb 14, 2022 20:25 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantCommon Stock | 37,879 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-022544 · tm226491-1_5seq1.xml · nonDerivative · entry 1 Curley Tracy · CIK 0001857028 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,879 F1 · security: Represents shares underlying certain restricted stock units ("RSUs"), each of which is a contingent right to receive one share of common stock at settlement subject to the terms and conditions set forth in the award of such RSUs by the Company to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement (the "RSU Agreement"). The RSUs vest in five equal installments, on June 21, 2021, June 21, 2022, June 21, 2023, June 21, 2024 and June 21, 2025, subject to the terms and conditions set forth in the RSU Agreement. 7,575 RSUs were settled for shares of common stock on June 21, 2021, and the Reporting Person was issued 7,575 shares of common stock. F1 · shares: Represents shares underlying certain restricted stock units ("RSUs"), each of which is a contingent right to receive one share of common stock at settlement subject to the terms and conditions set forth in the award of such RSUs by the Company to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement (the "RSU Agreement"). The RSUs vest in five equal installments, on June 21, 2021, June 21, 2022, June 21, 2023, June 21, 2024 and June 21, 2025, subject to the terms and conditions set forth in the RSU Agreement. 7,575 RSUs were settled for shares of common stock on June 21, 2021, and the Reporting Person was issued 7,575 shares of common stock. F2 · price: The RSUs were awarded as compensation to the Reporting Person for her service as an officer of the Company. F1 · balance_after: Represents shares underlying certain restricted stock units ("RSUs"), each of which is a contingent right to receive one share of common stock at settlement subject to the terms and conditions set forth in the award of such RSUs by the Company to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement (the "RSU Agreement"). The RSUs vest in five equal installments, on June 21, 2021, June 21, 2022, June 21, 2023, June 21, 2024 and June 21, 2025, subject to the terms and conditions set forth in the RSU Agreement. 7,575 RSUs were settled for shares of common stock on June 21, 2021, and the Reporting Person was issued 7,575 shares of common stock. 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.