Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| iSpecimen Inc.ISPC · Entity 8372 | Director | January 01, 2023 | May 17, 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 January 01, 2023 · Filed May 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 425,451 |
Reported balance
After 2023-01-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-01-01 · Grant · Acquired 92 · Balance 425,451 F1: Reflects shares of common stock issued to the Reporting Person upon vesting and settlement of restricted stock units ("RSUs") on March 31, 2023, which RSUs were awarded to the Reporting Person as of January 1, 2023, subject to the terms and conditions set forth in the award of such RSUs by the Issuer to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement. F2: The RSUs were awarded as compensation to the Reporting Person for his service as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of common stock issued to the Reporting Person upon vesting and settlement of restricted stock units ("RSUs") on March 31, 2023, which RSUs were awarded to the Reporting Person as of January 1, 2023, subject to the terms and conditions set forth in the award of such RSUs by the Issuer to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement.
F2: The RSUs were awarded as compensation to the Reporting Person for his service as a director of the Company.
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 |
|---|---|---|---|---|---|---|
| January 06, 2023 Filed Jan 19, 2023 23:32 UTC | iSpecimen Inc. ISPC · Entity 8372 | Exercise / conversionOption · Derivative | 845 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001104659-23-005104 · tm233905-3_4seq1.xml · derivative · entry 3 Ianelli Christopher · CIK 0001857027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 845 shares Expires 2023-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents the stock options that were vested on the date of termination of employment of the Reporting Person and will expire if not exercised by the Reporting Person before January 22, 2023. F4 · balance_after: Represents remaining granted stock options across all grants. Read SEC document |
| January 06, 2023 Filed Jan 19, 2023 23:32 UTC | iSpecimen Inc. ISPC · Entity 8372 | Exercise / conversionCommon Stock | 845 | $1.00 | $845.00 |
DisclosureSEC source: 0001104659-23-005104 · tm233905-3_4seq1.xml · nonDerivative · entry 1 Ianelli Christopher · CIK 0001857027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,359 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Acquisition of shares of common stock by the Reporting Person upon the exercise of stock options. Read SEC document |
| January 03, 2023 Filed Jan 19, 2023 23:32 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantOption · Derivative | 10,000 | $1.41 Strike: $1.41 | $14,100.00 |
DisclosureSEC source: 0001104659-23-005104 · tm233905-3_4seq1.xml · derivative · entry 2 Ianelli Christopher · CIK 0001857027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,845 Underlying: Common Stock · 10,000 shares Expires 2033-01-03 F2 · derivative.exercise_date: Represents stock options granted to the reporting person on January 3, 2023, pursuant to the Issuer's Amended and Restated Stock Incentive Plan. The stock options vest with respect to 2,500 shares on each of March 31, 2023, June 30, 2023, September 30, 2023 and December 31, 2023. Read SEC document |
| January 01, 2023 Filed May 17, 2023 16:33 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantCommon Stock | 92 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-061739 · tm2315065-3_4seq1.xml · nonDerivative · entry 1 Ianelli Christopher · CIK 0001857027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,451 F1 · security: Reflects shares of common stock issued to the Reporting Person upon vesting and settlement of restricted stock units ("RSUs") on March 31, 2023, which RSUs were awarded to the Reporting Person as of January 1, 2023, subject to the terms and conditions set forth in the award of such RSUs by the Issuer to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement. F1 · shares: Reflects shares of common stock issued to the Reporting Person upon vesting and settlement of restricted stock units ("RSUs") on March 31, 2023, which RSUs were awarded to the Reporting Person as of January 1, 2023, subject to the terms and conditions set forth in the award of such RSUs by the Issuer to the Reporting Person pursuant to a Restricted Stock Unit Award Agreement. F2 · price: The RSUs were awarded as compensation to the Reporting Person for his service as a director of the Company. Read SEC document |
| October 24, 2022 Filed Nov 14, 2022 13:02 UTC | iSpecimen Inc. ISPC · Entity 8372 | OtherOption · Derivative | 564 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-117765 · tm2230264-2_4seq1.xml · derivative · entry 2 Ianelli Christopher · CIK 0001857027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845 Underlying: Common Stock · 564 shares Expires 2022-10-24 F3 · derivative.exercise_price: Represents unvested stock options that were forfeited upon the termination of employment of the reporting person with the issuer. Stock options exercisable for an aggregate of 845 shares that were vested on the date of termination of employment of the reporting person will expire on January 22, 2023, if not exercised by the reporting person before that date. F3 · price: Represents unvested stock options that were forfeited upon the termination of employment of the reporting person with the issuer. Stock options exercisable for an aggregate of 845 shares that were vested on the date of termination of employment of the reporting person will expire on January 22, 2023, if not exercised by the reporting person before that date. F3 · derivative.exercise_date: Represents unvested stock options that were forfeited upon the termination of employment of the reporting person with the issuer. Stock options exercisable for an aggregate of 845 shares that were vested on the date of termination of employment of the reporting person will expire on January 22, 2023, if not exercised by the reporting person before that date. Read SEC document |
| October 24, 2022 Filed Nov 14, 2022 13:02 UTC | iSpecimen Inc. ISPC · Entity 8372 | OtherCommon Stock | 18,229 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-117765 · tm2230264-2_4seq1.xml · nonDerivative · entry 1 Ianelli Christopher · CIK 0001857027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,514 F1 · security: Pursuant to certain separation agreement, dated October 24, 2022, by and between the issuer and the reporting person, (i) an aggregate of 13,021 restricted stock units of the issuer (the "RSUs"), which were previously awarded to the reporting person but not settled, were settled at an accelerated vesting schedule and as a result, 13,021 shares of common stock were issued to the reporting person; and (ii) 18,229 RSUs, which were previously awarded to the reporting person and not settled, were forfeited. F1 · kind: Pursuant to certain separation agreement, dated October 24, 2022, by and between the issuer and the reporting person, (i) an aggregate of 13,021 restricted stock units of the issuer (the "RSUs"), which were previously awarded to the reporting person but not settled, were settled at an accelerated vesting schedule and as a result, 13,021 shares of common stock were issued to the reporting person; and (ii) 18,229 RSUs, which were previously awarded to the reporting person and not settled, were forfeited. F2 · price: The RSUs were previously awarded as compensation to the reporting person for his former service as an officer of the issuer. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 21:13 UTC | iSpecimen Inc. ISPC · Entity 8372 | Tax withholdingCommon Stock | 3,903 | $2.36 | $9,211.08 |
DisclosureSEC source: 0001104659-22-074368 · tm2219397-2_4seq1.xml · nonDerivative · entry 1 Ianelli Christopher · CIK 0001857027 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,743 F1 · kind: The shares were sold and the proceeds were paid to the Issuer to satisfy tax withholding obligations. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 22:00 UTC | iSpecimen Inc. ISPC · Entity 8372 | Exercise / conversionOption · Derivative | 48,106 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001104659-22-026697 · tm227646-1_4seq1.xml · derivative · entry 4 Ianelli Christopher · CIK 0001857027 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,409 Underlying: Common Stock · 48,106 shares Expires 2029-07-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Represents the stock options granted to the Reporting Person on July 13, 2019, pursuant to the Issuer's 2010 Stock Incentive Plan, which were fully vested on July 14, 2019. F5 · balance_after: Represents remaining granted stock options across all grants. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 22:00 UTC | iSpecimen Inc. ISPC · Entity 8372 | Exercise / conversionCommon Stock | 48,106 | $1.00 | $48,106.00 |
DisclosureSEC source: 0001104659-22-026697 · tm227646-1_4seq1.xml · nonDerivative · entry 2 Ianelli Christopher · CIK 0001857027 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,646 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Acquisition of shares of common stock by the Reporting Person upon the exercise of stock options. F2 · price: Represents the $1.00 exercise price per share of the stock options exercised, which was paid by the Reporting Person upon exercise of such stock options. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:00 UTC | iSpecimen Inc. ISPC · Entity 8372 | Exercise / conversionOption · Derivative | 3,099 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001104659-22-026697 · tm227646-1_4seq1.xml · derivative · entry 3 Ianelli Christopher · CIK 0001857027 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,515 Underlying: Common Stock · 3,099 shares Expires 2029-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents a portion of the stock options granted to the Reporting Person on April 26, 2019, pursuant to the Issuer's 2013 Stock Incentive Plan, which were fully vested on November 30, 2021. F5 · balance_after: Represents remaining granted stock options across all grants. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:00 UTC | iSpecimen Inc. ISPC · Entity 8372 | Exercise / conversionCommon Stock | 3,099 | $1.00 | $3,099.00 |
DisclosureSEC source: 0001104659-22-026697 · tm227646-1_4seq1.xml · nonDerivative · entry 1 Ianelli Christopher · CIK 0001857027 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,540 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Acquisition of shares of common stock by the Reporting Person upon the exercise of stock options. F2 · price: Represents the $1.00 exercise price per share of the stock options exercised, which was paid by the Reporting Person upon exercise of such stock options. Read SEC document |
| July 30, 2021 Filed Feb 14, 2022 20:28 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantCommon Stock | 52,084 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-022560 · tm226491-4_5seq1.xml · nonDerivative · entry 1 Ianelli Christopher · CIK 0001857027 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,441 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. 10,416 RSUs were settled for shares of common stock on June 21, 2021, and the Reporting Person was issued 10,416 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. 10,416 RSUs were settled for shares of common stock on June 21, 2021, and the Reporting Person was issued 10,416 shares of common stock. F2 · price: The RSUs were awarded as compensation to the Reporting Person for his 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. 10,416 RSUs were settled for shares of common stock on June 21, 2021, and the Reporting Person was issued 10,416 shares of common stock. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:59 UTC | iSpecimen Inc. ISPC · Entity 8372 | ConversionSeries A Preferred Stock · Derivative | 2,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-084750 · tm2120463-2_4seq1.xml · derivative · entry 2 Ianelli Christopher · CIK 0001857027 · Director · CEO, President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,663 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Shares of Series A Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering and has no expiration date. F2 · price: Shares of Series A Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering and has no expiration date. F2 · derivative.exercise_date: Shares of Series A Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering and has no expiration date. F2 · derivative.expiration_date: Shares of Series A Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering and has no expiration date. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:59 UTC | iSpecimen Inc. ISPC · Entity 8372 | ConversionCommon Stock | 2,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-084750 · tm2120463-2_4seq1.xml · nonDerivative · entry 1 Ianelli Christopher · CIK 0001857027 · Director · CEO, President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,357 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Shares were issued to the reporting person upon conversion of the Issuer's Series A Preferred Stock owned through the date of conversion. F1 · price: Shares were issued to the reporting person upon conversion of the Issuer's Series A Preferred Stock owned through the date of conversion. 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.