Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PharmaCyte Biotech, Inc.
Report date December 28, 2022 · Filed December 30, 2022
Section 16 reporting ended · disclosed 2022-12-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.97 · Expires 2032-11-14 | Direct | 125,000 |
Reported balance
After 2022-12-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-12-28 · Grant · Acquired 125,000 · Balance 125,000 F1: The option grant was approved by the Issuer's board of directors on November 14, 2022, subject to stockholder approval of the PharmaCyte Biotech, Inc. 2022 Equity Incentive Plan (the "2022 Plan"), under which the option was granted. The Issuer's stockholders approved the 2022 Plan on December 28, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The option grant was approved by the Issuer's board of directors on November 14, 2022, subject to stockholder approval of the PharmaCyte Biotech, Inc. 2022 Equity Incentive Plan (the "2022 Plan"), under which the option was granted. The Issuer's stockholders approved the 2022 Plan on December 28, 2022.
SharpSpring, Inc.
Report date July 24, 2019 · Filed July 26, 2019
Section 16 reporting ended · disclosed 2019-06-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 585 |
Reported balance
After 2019-07-24 transaction · row 1
1 source rowRow 1 · 2019-07-24 · Grant · Acquired 585 · Balance 585 F1: Acquired directly from issuer for director services. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired directly from issuer for director services.
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 |
|---|---|---|---|---|---|---|
| December 28, 2022 Filed Dec 30, 2022 21:05 UTC | PharmaCyte Biotech, Inc. PMCB · Entity 8256 | GrantStock Option (Right to Buy) · Derivative | 125,000 | $0.00 Strike: $2.97 | $0.00 |
DisclosureSEC source: 0001683168-22-008706 · ownership.xml · derivative · entry 1 Allen Daniel · CIK 0001736605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2032-11-14 F1 · date: The option grant was approved by the Issuer's board of directors on November 14, 2022, subject to stockholder approval of the PharmaCyte Biotech, Inc. 2022 Equity Incentive Plan (the "2022 Plan"), under which the option was granted. The Issuer's stockholders approved the 2022 Plan on December 28, 2022. F1 · derivative.exercise_date: The option grant was approved by the Issuer's board of directors on November 14, 2022, subject to stockholder approval of the PharmaCyte Biotech, Inc. 2022 Equity Incentive Plan (the "2022 Plan"), under which the option was granted. The Issuer's stockholders approved the 2022 Plan on December 28, 2022. Read SEC document |
| July 24, 2019 Filed Jul 26, 2019 13:41 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon stock | 585 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-008542 · section16.xml · nonDerivative · entry 1 Allen Daniel · CIK 0001736605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| June 17, 2019 Filed Jun 18, 2019 16:21 UTC | SharpSpring, Inc. SHSP · Entity 135727 | Salecommon stock | 1,241,635 | $12.25 | $15,210,028.75 |
DisclosureSEC source: 0001104659-19-036156 · a4.xml · nonDerivative · entry 3 Allen Daniel · CIK 0001736605 · Director · 10% owner Corona Investment Partners, LLC · CIK 0001736632 · 10% owner SHSP Holdings, LLC · CIK 0001736707 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By SHSP Holdings, LLC Disclosed balance after: 0 F2 · price: Pursuant to an underwriting agreement dated June 13, 2019 (the "Underwriting Agreement") by and among the Issuer, Canaccord Genuity LLC, Roth Capital Partners, LLC, Daniel C. Allen, North Peak Capital Partners, L.P., North Peak Capital Partners II, L.P., SHSP Holdings, LLC, and Evercel Holdings, LLC, as discussed in the Issuer's prospectus supplement dated June 13, 2019, supplementing the Issuer's registration statement on Form S-3 (File No. 333-231758) filed with the Securities and Exchange Commission on May 24, 2019, Daniel C. Allen, Evercel Holdings, LLC, and SHSP Holdings, LLC sold 2,515 shares, 519,304 shares, and 1,241,635 shares, respectively, of the Issuer's common stock on June 17, 2019. F3 · price: The price per share reflects the public offering price of $13.00 less an underwriting discount of $0.7475 per share pursuant to the Underwriting Agreement. Following the sale of the shares pursuant to the Underwriting Agreement, Daniel C. Allen, Evercel Holdings, LLC, and SHSP Holdings, LLC no longer own any shares of common stock of the Issuer. F5 · ownership.nature: The reported securities are owned directly by SHSP Holdings, LLC. Allen is the manager of CPIP and CPIP has sole voting and dispositive power over the securities held by SHSP Holdings, LLC. Allen and CPIP disclaim beneficial ownership of the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| June 17, 2019 Filed Jun 18, 2019 16:21 UTC | SharpSpring, Inc. SHSP · Entity 135727 | Salecommon stock | 519,304 | $12.25 | $6,361,474.00 |
DisclosureSEC source: 0001104659-19-036156 · a4.xml · nonDerivative · entry 2 Allen Daniel · CIK 0001736605 · Director · 10% owner Corona Investment Partners, LLC · CIK 0001736632 · 10% owner SHSP Holdings, LLC · CIK 0001736707 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Evercel Holdings LLC Disclosed balance after: 0 F2 · price: Pursuant to an underwriting agreement dated June 13, 2019 (the "Underwriting Agreement") by and among the Issuer, Canaccord Genuity LLC, Roth Capital Partners, LLC, Daniel C. Allen, North Peak Capital Partners, L.P., North Peak Capital Partners II, L.P., SHSP Holdings, LLC, and Evercel Holdings, LLC, as discussed in the Issuer's prospectus supplement dated June 13, 2019, supplementing the Issuer's registration statement on Form S-3 (File No. 333-231758) filed with the Securities and Exchange Commission on May 24, 2019, Daniel C. Allen, Evercel Holdings, LLC, and SHSP Holdings, LLC sold 2,515 shares, 519,304 shares, and 1,241,635 shares, respectively, of the Issuer's common stock on June 17, 2019. F3 · price: The price per share reflects the public offering price of $13.00 less an underwriting discount of $0.7475 per share pursuant to the Underwriting Agreement. Following the sale of the shares pursuant to the Underwriting Agreement, Daniel C. Allen, Evercel Holdings, LLC, and SHSP Holdings, LLC no longer own any shares of common stock of the Issuer. F4 · ownership.nature: The reported securities are owned directly by Evercel Holdings LLC. Daniel Allen ("Allen") is the manager of Corona Park Investment Partners, LLC ("CPIP") and CPIP has shared dispositive power over the securities held by Evercel Holdings LLC. Allen and CPIP disclaim beneficial ownership of the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| June 17, 2019 Filed Jun 18, 2019 16:21 UTC | SharpSpring, Inc. SHSP · Entity 135727 | Salecommon stock | 2,515 | $12.25 | $30,808.75 |
DisclosureSEC source: 0001104659-19-036156 · a4.xml · nonDerivative · entry 1 Allen Daniel · CIK 0001736605 · Director · 10% owner Corona Investment Partners, LLC · CIK 0001736632 · 10% owner SHSP Holdings, LLC · CIK 0001736707 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Acquired directly from SharpSpring, Inc. (the "Issuer") for service as a director of the Issuer. F2 · price: Pursuant to an underwriting agreement dated June 13, 2019 (the "Underwriting Agreement") by and among the Issuer, Canaccord Genuity LLC, Roth Capital Partners, LLC, Daniel C. Allen, North Peak Capital Partners, L.P., North Peak Capital Partners II, L.P., SHSP Holdings, LLC, and Evercel Holdings, LLC, as discussed in the Issuer's prospectus supplement dated June 13, 2019, supplementing the Issuer's registration statement on Form S-3 (File No. 333-231758) filed with the Securities and Exchange Commission on May 24, 2019, Daniel C. Allen, Evercel Holdings, LLC, and SHSP Holdings, LLC sold 2,515 shares, 519,304 shares, and 1,241,635 shares, respectively, of the Issuer's common stock on June 17, 2019. F3 · price: The price per share reflects the public offering price of $13.00 less an underwriting discount of $0.7475 per share pursuant to the Underwriting Agreement. Following the sale of the shares pursuant to the Underwriting Agreement, Daniel C. Allen, Evercel Holdings, LLC, and SHSP Holdings, LLC no longer own any shares of common stock of the Issuer. Read SEC document |
| May 09, 2019 Filed May 13, 2019 18:55 UTC | SharpSpring, Inc. SHSP · Entity 135727 | Conversion5% Convertible Promissory Note · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-029041 · a4.xml · derivative · entry 4 Allen Daniel · CIK 0001736605 · Director · 10% owner Corona Investment Partners, LLC · CIK 0001736632 · 10% owner SHSP Holdings, LLC · CIK 0001736707 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By SHSP Holdings, LLC Disclosed balance after: 0 Underlying: Common Stock · 1,241,635 shares Expires 2023-03-28 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_price: The 5% convertible promissory note in the principal amount of $8,000,000 (the "Note") was originally convertible for 1,066,667 shares of common stock at an effective conversion price of $7.50 per share. Pursuant to a Note Conversion Agreement entered into between the Registrant, Evercel Holdings LLC and SHSP Holdings, LLC on May 9, 2019, the parties thereto agreed to convert the Note into 1,241,635 shares of common stock. F3 · shares: The 5% convertible promissory note in the principal amount of $8,000,000 (the "Note") was originally convertible for 1,066,667 shares of common stock at an effective conversion price of $7.50 per share. Pursuant to a Note Conversion Agreement entered into between the Registrant, Evercel Holdings LLC and SHSP Holdings, LLC on May 9, 2019, the parties thereto agreed to convert the Note into 1,241,635 shares of common stock. F4 · ownership.nature: The reported securities are owned directly by SHSP Holdings, LLC. Allen is the manager of CPIP and CPIP has sole voting and dispositive power over the securities held by SHSP Holdings, LLC. Allen and CPIP disclaim beneficial ownership of the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| May 09, 2019 Filed May 13, 2019 18:55 UTC | SharpSpring, Inc. SHSP · Entity 135727 | Conversioncommon stock | 1,241,635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-029041 · a4.xml · nonDerivative · entry 3 Allen Daniel · CIK 0001736605 · Director · 10% owner Corona Investment Partners, LLC · CIK 0001736632 · 10% owner SHSP Holdings, LLC · CIK 0001736707 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By SHSP Holdings, LLC Disclosed balance after: 1,241,635 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 · price: The 5% convertible promissory note in the principal amount of $8,000,000 (the "Note") was originally convertible for 1,066,667 shares of common stock at an effective conversion price of $7.50 per share. Pursuant to a Note Conversion Agreement entered into between the Registrant, Evercel Holdings LLC and SHSP Holdings, LLC on May 9, 2019, the parties thereto agreed to convert the Note into 1,241,635 shares of common stock. F4 · ownership.nature: The reported securities are owned directly by SHSP Holdings, LLC. Allen is the manager of CPIP and CPIP has sole voting and dispositive power over the securities held by SHSP Holdings, LLC. Allen and CPIP disclaim beneficial ownership of the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 17:07 UTC | SharpSpring, Inc. SHSP · Entity 135727 | Grantcommon stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-004738 · section16.xml · nonDerivative · entry 1 Allen Daniel · CIK 0001736605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,515 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| January 21, 2019 Filed Jan 23, 2019 17:58 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-000706 · section16.xml · nonDerivative · entry 1 Allen Daniel · CIK 0001736605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,027 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| October 17, 2018 Filed Oct 22, 2018 09:13 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 562 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-011432 · section16.xml · nonDerivative · entry 1 Allen Daniel · CIK 0001736605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| July 20, 2018 Filed Jul 23, 2018 13:39 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon stock | 864 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-007928 · section16.xml · nonDerivative · entry 1 Allen Daniel · CIK 0001736605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 864 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| April 27, 2018 Filed May 2, 2018 10:13 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantStock option (Right to buy) · Derivative | 16,000 | $0.00 Strike: $6.38 | $0.00 |
DisclosureSEC source: 0001654954-18-004632 · section16.xml · derivative · entry 1 Allen Daniel · CIK 0001736605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 16,000 shares Expires 2028-04-27 F1 · security: The options vest over a 4 year period, with 25% vesting on the first anniversary of the grant date and an additional 1/48 of the original number of options vesting every month thereafter, until becoming fully vested on the fourth anniversary of the grant date. F1 · derivative.exercise_date: The options vest over a 4 year period, with 25% vesting on the first anniversary of the grant date and an additional 1/48 of the original number of options vesting every month thereafter, until becoming fully vested on the fourth anniversary of the grant date. F1 · derivative.expiration_date: The options vest over a 4 year period, with 25% vesting on the first anniversary of the grant date and an additional 1/48 of the original number of options vesting every month thereafter, until becoming fully vested on the fourth anniversary of the grant date. F1 · derivative.underlying_shares: The options vest over a 4 year period, with 25% vesting on the first anniversary of the grant date and an additional 1/48 of the original number of options vesting every month thereafter, until becoming fully vested on the fourth anniversary of the grant date. F1 · balance_after: The options vest over a 4 year period, with 25% vesting on the first anniversary of the grant date and an additional 1/48 of the original number of options vesting every month thereafter, until becoming fully vested on the fourth anniversary of the grant date. 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.