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 | 63 |
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 63 · Balance 63 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 03, 2023 Filed Jan 13, 2023 18:00 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantOption · Derivative | 10,000 | $1.41 Strike: $1.41 | $14,100.00 |
DisclosureSEC source: 0001104659-23-003746 · tm233286-4_4seq1.xml · derivative · entry 1 Basile Joseph J. · CIK 0001954843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,668 Underlying: Common Stock · 10,000 shares Expires 2033-01-03 F1 · 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 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 16:39 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantCommon Stock | 63 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-061742 · tm2315065-7_4seq1.xml · nonDerivative · entry 1 Basile Joseph J. · CIK 0001954843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.