Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vicarious Surgical Inc.RBOT · Entity 8714 | Director | May 10, 2023 | May 12, 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.
Vicarious Surgical Inc.
Report date May 10, 2023 · Filed May 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy E15 Fund III, LP | 730,332 |
Reported balance
After 2023-05-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-05-10 · Purchase · Acquired 7,000 · Balance 730,332 F1: The Reporting Person's purchase of the Issuer's Class A common stock reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended. The Reporting Person has agreed to pay to the Issuer, upon confirmation of settlement of the transaction, the full amount of the profit realized in connection with the transaction. F2: This figure is the weighted average purchase price of multiple transactions ranging from $1.9584 to $2.0450 per share. The Reporting Person undertakes to provide the staff of the Securities Exchange Commission, Vicarious Surgical Inc. or any security holder of Vicarious Surgical Inc. full information about the number of shares purchased at each separate price upon request. F3: Shares held directly by E15 Fund III, LP. The Reporting Person, as the managing partner of E15 Fund III, LP, may be deemed to share voting and dispositive power over the shares held by E15 Fund III, LP. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund III, LP, except to the extent of any pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Chelvey International Limited | 43,888 |
Reported balance
Holding disclosure · report date 2023-05-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,888 F4: Shares held directly by Chelvey International Limited. E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. The Reporting Person, as the managing partner of E15 Fund II, LP, may be deemed to share voting and dispositive power over the shares held by E15 Fund II, LP. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund II, LP, except to the extent of any pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy E15 Fund Advisors (HK) Limited | 330,001 |
Reported balance
Holding disclosure · report date 2023-05-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 330,001 F5: Shares held directly by E15 Fund Advisors (HK) Limited. The Reporting Person, as the managing partner of E15 Fund Advisors (HK) Limited, may be deemed to share voting and dispositive power over the shares held by E15 Fund Advisors (HK) Limited. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund Advisors (HK) Limited, except to the extent of any pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,153,019 |
Reported balance
Holding disclosure · report date 2023-05-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,153,019 |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person's purchase of the Issuer's Class A common stock reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended. The Reporting Person has agreed to pay to the Issuer, upon confirmation of settlement of the transaction, the full amount of the profit realized in connection with the transaction.
F2: This figure is the weighted average purchase price of multiple transactions ranging from $1.9584 to $2.0450 per share. The Reporting Person undertakes to provide the staff of the Securities Exchange Commission, Vicarious Surgical Inc. or any security holder of Vicarious Surgical Inc. full information about the number of shares purchased at each separate price upon request.
F3: Shares held directly by E15 Fund III, LP. The Reporting Person, as the managing partner of E15 Fund III, LP, may be deemed to share voting and dispositive power over the shares held by E15 Fund III, LP. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund III, LP, except to the extent of any pecuniary interest therein.
F4: Shares held directly by Chelvey International Limited. E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. The Reporting Person, as the managing partner of E15 Fund II, LP, may be deemed to share voting and dispositive power over the shares held by E15 Fund II, LP. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund II, LP, except to the extent of any pecuniary interest therein.
F5: Shares held directly by E15 Fund Advisors (HK) Limited. The Reporting Person, as the managing partner of E15 Fund Advisors (HK) Limited, may be deemed to share voting and dispositive power over the shares held by E15 Fund Advisors (HK) Limited. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund Advisors (HK) Limited, except to the extent of any pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| February 25, 2022 Filed Mar 1, 2022 00:25 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | OtherClass A Common Stock | 265,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-009861 · ownership.xml · nonDerivative · entry 1 Liang Philip · CIK 0001883781 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Chelvey International Limited Disclosed balance after: 2,456,141 F1 · kind: Chelvey International Limited distributed these shares to its sole shareholder, E15 Fund II, LP, on a pro rata basis, for no consideration. In connection with such distribution, E15 Fund II, LP subsequently distributed these shares to its limited partners on a pro rata basis, for no consideration. F2 · ownership.nature: Shares held directly by Chelvey International Limited. E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. The Reporting Person, as the managing partner of E15 Fund II, LP, may be deemed to share voting and dispositive power over the shares held by E15 Fund II, LP. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund II, LP, except to the extent of any pecuniary interest therein. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:55 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | OtherClass A Common Stock | 265,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-008500 · ownership.xml · nonDerivative · entry 1 Liang Philip · CIK 0001883781 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Chelvey International Limited Disclosed balance after: 2,722,131 F1 · kind: Chelvey International Limited distributed these shares to its sole shareholder, E15 Fund II, LP, on a pro rata basis, for no consideration. In connection with such distribution, E15 Fund II, LP subsequently distributed these shares to its limited partners on a pro rata basis, for no consideration. F2 · ownership.nature: Shares held directly by Chelvey International Limited. E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. The Reporting Person, as the managing partner of E15 Fund II, LP, may be deemed to share voting and dispositive power over the shares held by E15 Fund II, LP. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund II, LP, except to the extent of any pecuniary interest therein. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 18:05 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | OtherClass A Common Stock | 6,649,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-006211 · ownership.xml · nonDerivative · entry 1 Chelvey International Ltd · CIK 0001884829 · Former 10% Owner E15 Fund II, LP · CIK 0001885992 · Former 10% Owner Liang Philip · CIK 0001883781 · Director · Former 10% Owner Patnaik Shrikant · CIK 0001885980 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,988,121 F1 · kind: Chelvey International Limited distributed these shares to its sole shareholder, E15 Fund II, LP, on a pro rata basis, for no consideration. In connection with such distribution, E15 Fund II, LP subsequently distributed these shares to its limited partners on a pro rata basis, for no consideration. F2 · balance_after: E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. Philip Liang is the managing partner of E15 Fund II, LP and Shrikant Patnaik is a principal of E15 Fund II, LP and may be deemed to share voting and dispositive power over the shares held by Chelvey International Limited. Such persons and entities disclaim beneficial ownership of shares held by Chelvey International Limited, except to the extent of any pecuniary interest therein. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 23:07 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | OtherClass A Common Stock | 6,649,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-006213 · ownership.xml · nonDerivative · entry 1 Liang Philip · CIK 0001883781 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Chelvey International Limited Disclosed balance after: 2,988,121 F1 · kind: Chelvey International Limited distributed these shares to its sole shareholder, E15 Fund II, LP, on a pro rata basis, for no consideration. In connection with such distribution, E15 Fund II, LP subsequently distributed these shares to its limited partners on a pro rata basis, for no consideration. F2 · ownership.nature: Shares held directly by Chelvey International Limited. E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. The Reporting Person, as the managing partner of E15 Fund II, LP, may be deemed to share voting and dispositive power over the shares held by E15 Fund II, LP. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund II, LP, except to the extent of any pecuniary interest therein. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 19:10 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | OtherClass A Common Stock | 398,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-005113 · ownership.xml · nonDerivative · entry 1 Chelvey International Ltd · CIK 0001884829 · 10% owner E15 Fund II, LP · CIK 0001885992 · 10% owner Liang Philip · CIK 0001883781 · Director · 10% owner Patnaik Shrikant · CIK 0001885980 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,637,865 F1 · kind: Chelvey International Limited distributed these shares to its sole shareholder, E15 Fund II, LP, on a pro rata basis, for no consideration. In connection with such distribution, E15 Fund II, LP subsequently distributed these shares to its limited partners on a pro rata basis, for no consideration. F2 · balance_after: E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. Philip Liang is the managing partner of E15 Fund II, LP and Shrikant Patnaik is a principal of E15 Fund II, LP and may be deemed to share voting and dispositive power over the shares held by Chelvey International Limited. Such persons and entities disclaim beneficial ownership of shares held by Chelvey International Limited, except to the extent of any pecuniary interest therein. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 00:08 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | OtherClass A Common Stock | 398,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-005111 · ownership.xml · nonDerivative · entry 1 Liang Philip · CIK 0001883781 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Chelvey International Limited Disclosed balance after: 9,637,865 F1 · kind: Chelvey International Limited distributed these shares to its sole shareholder, E15 Fund II, LP, on a pro rata basis, for no consideration. In connection with such distribution, E15 Fund II, LP subsequently distributed these shares to its limited partners on a pro rata basis, for no consideration. F2 · ownership.nature: Shares held directly by Chelvey International Limited. E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. The Reporting Person, as the managing partner of E15 Fund II, LP, may be deemed to share voting and dispositive power over the shares held by E15 Fund II, LP. The Reporting Person disclaims beneficial ownership of shares held by E15 Fund II, LP, except to the extent of any pecuniary interest therein. Read SEC document |
| December 31, 2021 Filed May 4, 2022 22:32 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-22-024032 · ownership.xml · nonDerivative · entry 1 Liang Philip · CIK 0001883781 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,309,999 F1 · price: Restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy in lieu of $13,237 of cash retainer fees earned during the third and fourth quarters of 2021. The RSUs were fully vested on the grant date. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 18:37 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 9,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-062139 · ownership.xml · nonDerivative · entry 2 Liang Philip · CIK 0001883781 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,624 F2 · price: Consists of RSUs. Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest in 36 equal monthly installments beginning on September 20, 2021, provided that the initial three months of vesting will not occur until December 20, 2021, subject to Mr. Liang's continued service through the applicable vesting date. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 18:37 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 26,085 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-062139 · ownership.xml · nonDerivative · entry 1 Liang Philip · CIK 0001883781 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,085 F1 · price: Consists of restricted stock units ("RSUs"). Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest in 36 equal monthly installments beginning on September 20, 2021, provided that the initial three months of vesting will not occur until December 20, 2021, subject to Mr. Liang's continued service through the applicable vesting date. Read SEC document |
| September 17, 2021 Filed Oct 1, 2021 18:51 UTC | Vicarious Surgical Inc. RBOT · Entity 8714 | GrantClass A Common Stock | 10,036,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-051193 · ownership.xml · nonDerivative · entry 1 Chelvey International Ltd · CIK 0001884829 · 10% owner E15 Fund II, LP · CIK 0001885992 · Sole Shareholder Liang Philip · CIK 0001883781 · Managing Partner Patnaik Shrikant · CIK 0001885980 · Principal Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,036,850 F1 · price: In connection with the closing of the transactions contemplated by the Agreement and Plan of Merger, dated as of April 15, 2021, by and among D8 Holdings Corp. ("D8"), Snowball Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of D8 ("Merger Sub"), and Vicarious Surgical Inc., a Delaware corporation ("Vicarious"), pursuant to which Merger Sub merged with and into Vicarious, with Vicarious surviving as a wholly-owned subsidiary of D8 (which changed its name to "Vicarious Surgical Inc.", the "Issuer"), these shares were received in exchange for 3,043,028 Series A3 Preferred Stock of Vicarious. F2 · ownership.direct: E15 Fund II, LP, the sole shareholder of Chelvey International Limited, may be deemed to have sole voting and dispositive power over the shares held by Chelvey International Limited. Philip Liang is the managing partner of E15 Fund II, LP and Shrikant Patnaik is a principal of E15 Fund II, LP and may be deemed to share voting and dispositive power over the shares held by Chelvey International Limited. Such persons and entities disclaim beneficial ownership of shares held by Chelvey International Limited, except to the extent of any pecuniary interest therein. 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.