Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Triangle, Inc.HCTI · Entity 7909 | Vice President, Sales | March 20, 2023 | March 21, 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.
Healthcare Triangle, Inc.
Report date March 20, 2023 · Filed March 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 150,000 |
Reported balance
After 2020-04-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-27 · Disposition to issuer · Acquired 150,000 · Balance 150,000 F1: These shares were inadvertently omitted from the reporting person's original Form 3, and the subsequent Form 5 filed by the reporting person after the original Form 3 was filed. |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.40 · Expires 2031-01-01 | Direct | 67,000 |
Reported balance
Holding disclosure · report date 2023-03-20 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 67,000 F2: Incentive stock option granted on January 1, 2021 of which 25% vested on December 31, 2021, the remaining balance of which vests monthly over 36 months. |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.33 · Expires 2028-03-19 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2023-03-20 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 50,000 F3: Incentive stock option granted 03/20/2023 under the Company's 2020 Plan. All options expire within a 5-year period, with all 50,000 options vesting equally over the next 36 months of the issuance herein, i.e., 1,389 options, every month. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were inadvertently omitted from the reporting person's original Form 3, and the subsequent Form 5 filed by the reporting person after the original Form 3 was filed.
F2: Incentive stock option granted on January 1, 2021 of which 25% vested on December 31, 2021, the remaining balance of which vests monthly over 36 months.
F3: Incentive stock option granted 03/20/2023 under the Company's 2020 Plan. All options expire within a 5-year period, with all 50,000 options vesting equally over the next 36 months of the issuance herein, i.e., 1,389 options, every month.
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 |
|---|---|---|---|---|---|---|
| April 27, 2020 Filed Mar 21, 2023 09:08 UTC | Healthcare Triangle, Inc. HCTI · Entity 7909 | Disposition to issuerCommon Stock | 150,000 | $0.00 | $150.00 |
DisclosureSEC source: 0001607062-23-000137 · primary_doc.xml · nonDerivative · entry 1 Kumar Anand · CIK 0001464716 · Vice President, Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 F1 · ownership.direct: These shares were inadvertently omitted from the reporting person's original Form 3, and the subsequent Form 5 filed by the reporting person after the original Form 3 was filed. 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.