Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| iSpecimen Inc.ISPC · Entity 8372 | Director | December 31, 2022 | February 11, 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 December 31, 2022 · Filed February 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,125 |
Reported balance
After 2022-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-10-01 · Grant · Acquired 625 · Balance 3,125 F1: 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 vests in one installment, on December 31, 2022, subject to the terms and conditions set forth in the RSU Agreement. 625 RSUs were settled for shares of common stock on December 31, 2022, and the Reporting Person was issued 625 shares of common stock. 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: 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 vests in one installment, on December 31, 2022, subject to the terms and conditions set forth in the RSU Agreement. 625 RSUs were settled for shares of common stock on December 31, 2022, and the Reporting Person was issued 625 shares of common stock.
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 |
|---|---|---|---|---|---|---|
| October 01, 2022 Filed Feb 11, 2023 00:45 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantCommon Stock | 625 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-018759 · tm236233-5_5seq1.xml · nonDerivative · entry 1 Lawrence Margaret H. · CIK 0001857015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125 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 vests in one installment, on December 31, 2022, subject to the terms and conditions set forth in the RSU Agreement. 625 RSUs were settled for shares of common stock on December 31, 2022, and the Reporting Person was issued 625 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 vests in one installment, on December 31, 2022, subject to the terms and conditions set forth in the RSU Agreement. 625 RSUs were settled for shares of common stock on December 31, 2022, and the Reporting Person was issued 625 shares of common stock. F2 · price: The RSUs were awarded as compensation to the Reporting Person for his service as a director of the Company. Read SEC document |
| July 30, 2021 Filed Feb 14, 2022 20:31 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantNon-Qualified Stock Options · Derivative | 13,525 | Not disclosed Strike: $8.00 | Not disclosed |
DisclosureSEC source: 0001104659-22-022572 · tm226491-7_5seq1.xml · derivative · entry 2 Lawrence Margaret H. · CIK 0001857015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,525 Underlying: Common Stock · 13,525 shares Expires not disclosed F3 · security: Each non-qualified stock option ("NSO") represents a contingent right to receive one share of common stock upon exercise subject to the terms and conditions set forth in the award of such NSOs by iSpecimen Inc. (the "Company") to the Reporting Person pursuant to a Nonqualified Stock Option Award Agreement (the "NSO Agreement") under the iSpecimen Inc. 2021 Amended and Restated Stock Incentive Plan, as amended. The NSOs has a vesting term of three years with a one-year cliff (i.e. 33.33% of the NSOs vest on June 21, 2022, and the rest of the NSOs vest in equal quarterly installments on September 21, 2022 and each December 21, March 21, June 21 and September 21 until June 21, 2024), subject to the terms and conditions set forth in the NSO Agreement. F4 · price: The NSOs were awarded as compensation to the Reporting Person for her service as a director of the Company. F3 · derivative.exercise_date: Each non-qualified stock option ("NSO") represents a contingent right to receive one share of common stock upon exercise subject to the terms and conditions set forth in the award of such NSOs by iSpecimen Inc. (the "Company") to the Reporting Person pursuant to a Nonqualified Stock Option Award Agreement (the "NSO Agreement") under the iSpecimen Inc. 2021 Amended and Restated Stock Incentive Plan, as amended. The NSOs has a vesting term of three years with a one-year cliff (i.e. 33.33% of the NSOs vest on June 21, 2022, and the rest of the NSOs vest in equal quarterly installments on September 21, 2022 and each December 21, March 21, June 21 and September 21 until June 21, 2024), subject to the terms and conditions set forth in the NSO Agreement. F3 · derivative.expiration_date: Each non-qualified stock option ("NSO") represents a contingent right to receive one share of common stock upon exercise subject to the terms and conditions set forth in the award of such NSOs by iSpecimen Inc. (the "Company") to the Reporting Person pursuant to a Nonqualified Stock Option Award Agreement (the "NSO Agreement") under the iSpecimen Inc. 2021 Amended and Restated Stock Incentive Plan, as amended. The NSOs has a vesting term of three years with a one-year cliff (i.e. 33.33% of the NSOs vest on June 21, 2022, and the rest of the NSOs vest in equal quarterly installments on September 21, 2022 and each December 21, March 21, June 21 and September 21 until June 21, 2024), subject to the terms and conditions set forth in the NSO Agreement. Read SEC document |
| July 30, 2021 Filed Feb 14, 2022 20:31 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-022572 · tm226491-7_5seq1.xml · nonDerivative · entry 1 Lawrence Margaret H. · CIK 0001857015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · security: Represents shares underlying certain restricted stock units ("RSUs") each of which represents 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 four equal quarterly installments on September 21, 2021, December 21, 2021, March 21, 2022 and June 21, 2022, subject to the terms and conditions set forth in the RSU Agreement. 625 RSUs and 625 RSUs were settled for shares of common stock on June 30, 2021 and December 31, 2021, respectively, and the Reporting Person was issued 1,250 shares of common stock. F1 · shares: Represents shares underlying certain restricted stock units ("RSUs") each of which represents 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 four equal quarterly installments on September 21, 2021, December 21, 2021, March 21, 2022 and June 21, 2022, subject to the terms and conditions set forth in the RSU Agreement. 625 RSUs and 625 RSUs were settled for shares of common stock on June 30, 2021 and December 31, 2021, respectively, and the Reporting Person was issued 1,250 shares of common stock. F2 · price: The RSUs were awarded as compensation to the Reporting Person for her service as the director of the Company. F1 · balance_after: Represents shares underlying certain restricted stock units ("RSUs") each of which represents 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 four equal quarterly installments on September 21, 2021, December 21, 2021, March 21, 2022 and June 21, 2022, subject to the terms and conditions set forth in the RSU Agreement. 625 RSUs and 625 RSUs were settled for shares of common stock on June 30, 2021 and December 31, 2021, respectively, and the Reporting Person was issued 1,250 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.