Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Neurotrope, Inc.NTRP · Entity 144906 | See Remarks | December 01, 2020 | December 04, 2020 |
| Petros Pharmaceuticals, Inc.PTPI · Entity 8730 | Chief Accounting Officer | June 18, 2026 | June 25, 2026 |
| PharmaCyte Biotech, Inc.PMCB · Entity 8256 | Director | March 31, 2026 | July 17, 2026 |
| TAO Synergies Inc.TAOX · Entity 7482 | Chief Financial Officer | May 18, 2026 | May 19, 2026 |
| TaoWeave, Inc.OBLG · Entity 8246 | Director | May 29, 2023 | June 01, 2023 |
| XWELL, Inc.XWEL · Entity 1233 | Director | August 25, 2026 | September 03, 2026 |
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.
Neurotrope, Inc.
Report date December 01, 2020 · Filed December 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-01 transaction · row 1
1 source rowRow 1 · 2020-12-01 · Disposition to issuer · Disposed 3,953 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of May 17, 2020, by and among Petros Pharmaceuticals, Inc. ("Petros"), Neurotrope, Inc. ("Neurotrope"), PM Merger Sub 1, LLC, PN Merger Sub 2, Inc. and Metuchen Pharmaceuticals LLC, as amended, (the "Merger Agreement") the common stock was disposed of as follows: the reporting person received one (1) share of Petros Common Stock for every five (5) shares of Neurotrope common stock held. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.00 | Direct | 0 |
Reported balance
After 2020-12-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-12-01 · Disposition to issuer · Disposed 20,313 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, the stock options or warrants, as applicable, were disposed of as follows: the reporting person received an option or warrant, as applicable, to purchase one (1) share of Petros Common Stock for every option or warrant, as applicable, to purchase five (5) shares of Neurotrope common stock held. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.60 | Direct | 0 |
Reported balance
After 2020-12-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-12-01 · Disposition to issuer · Disposed 3,125 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, the stock options or warrants, as applicable, were disposed of as follows: the reporting person received an option or warrant, as applicable, to purchase one (1) share of Petros Common Stock for every option or warrant, as applicable, to purchase five (5) shares of Neurotrope common stock held. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.56 | Direct | 0 |
Reported balance
After 2020-12-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-12-01 · Disposition to issuer · Disposed 7,768 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, the stock options or warrants, as applicable, were disposed of as follows: the reporting person received an option or warrant, as applicable, to purchase one (1) share of Petros Common Stock for every option or warrant, as applicable, to purchase five (5) shares of Neurotrope common stock held. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.62 | Direct | 0 |
Reported balance
After 2020-12-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-12-01 · Disposition to issuer · Disposed 18,945 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, the stock options or warrants, as applicable, were disposed of as follows: the reporting person received an option or warrant, as applicable, to purchase one (1) share of Petros Common Stock for every option or warrant, as applicable, to purchase five (5) shares of Neurotrope common stock held. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.93 | Direct | 0 |
Reported balance
After 2020-12-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-12-01 · Disposition to issuer · Disposed 25,000 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, the stock options or warrants, as applicable, were disposed of as follows: the reporting person received an option or warrant, as applicable, to purchase one (1) share of Petros Common Stock for every option or warrant, as applicable, to purchase five (5) shares of Neurotrope common stock held. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.97 | Direct | 0 |
Reported balance
After 2020-12-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-12-01 · Disposition to issuer · Disposed 135,000 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, the stock options or warrants, as applicable, were disposed of as follows: the reporting person received an option or warrant, as applicable, to purchase one (1) share of Petros Common Stock for every option or warrant, as applicable, to purchase five (5) shares of Neurotrope common stock held. |
| Warrant to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $25.00 | Direct | 0 |
Reported balance
After 2020-12-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-12-01 · Disposition to issuer · Disposed 1,303 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, the stock options or warrants, as applicable, were disposed of as follows: the reporting person received an option or warrant, as applicable, to purchase one (1) share of Petros Common Stock for every option or warrant, as applicable, to purchase five (5) shares of Neurotrope common stock held. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of May 17, 2020, by and among Petros Pharmaceuticals, Inc. ("Petros"), Neurotrope, Inc. ("Neurotrope"), PM Merger Sub 1, LLC, PN Merger Sub 2, Inc. and Metuchen Pharmaceuticals LLC, as amended, (the "Merger Agreement") the common stock was disposed of as follows: the reporting person received one (1) share of Petros Common Stock for every five (5) shares of Neurotrope common stock held.
F2: Pursuant to the terms of the Merger Agreement, the stock options or warrants, as applicable, were disposed of as follows: the reporting person received an option or warrant, as applicable, to purchase one (1) share of Petros Common Stock for every option or warrant, as applicable, to purchase five (5) shares of Neurotrope common stock held.
Petros Pharmaceuticals, Inc.
Report date June 18, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 636,004 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 636,004 F1: Includes (i) 6,004 restricted shares of common stock, par value $0.0001, of the Issuer, of which 3,004 shares are vested and the remainder of which will vest on February 2, 2027, (ii) 315,000 vested restricted stock units ("RSUs"), and (iii) 315,000 unvested RSUs, 2,500 of which will vest on July 2, 2026 and the remainder of which will vest on December 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes (i) 6,004 restricted shares of common stock, par value $0.0001, of the Issuer, of which 3,004 shares are vested and the remainder of which will vest on February 2, 2027, (ii) 315,000 vested restricted stock units ("RSUs"), and (iii) 315,000 unvested RSUs, 2,500 of which will vest on July 2, 2026 and the remainder of which will vest on December 5, 2026.
PharmaCyte Biotech, Inc.
Report date March 31, 2026 · Filed July 17, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-31 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-03-31 · Other · Acquired 0 · Balance 0 F1: The reported grant was made in error and has been cancelled. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported grant was made in error and has been cancelled.
TAO Synergies Inc.
Report date May 18, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.80 · Expires 2036-05-18 | Direct | 30,000 |
Reported balance
After 2026-05-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 30,000 · Balance 30,000 F1: All of the holder's options shall vest and become immediately exercisable upon the holder's completion of one year of service following May 18, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: All of the holder's options shall vest and become immediately exercisable upon the holder's completion of one year of service following May 18, 2026.
TaoWeave, Inc.
Report date May 29, 2023 · Filed June 01, 2023
This filing explicitly reported no securities owned.
XWELL, Inc.
Report date August 25, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 265,231 |
Reported balance
After 2026-08-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-25 · Grant · Acquired 50,000 · Balance 265,231 F1: Represents restricted shares of the Issuer's common stock, par value $0.01 which vested fully on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares of the Issuer's common stock, par value $0.01 which vested fully on the date of grant.
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 |
|---|---|---|---|---|---|---|
| November 21, 2016 Filed Nov 23, 2016 22:03 UTC | Neurotrope, Inc. NTRP · Entity 144906 | GrantStock Option · Derivative | 248,548 | $0.00 Strike: $0.33 | $0.00 |
DisclosureSEC source: 0001144204-16-136408 · v453764_4.xml · derivative · entry 1 WEINSTEIN ROBERT · CIK 0001213709 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,548 Underlying: Common Stock · 248,548 shares Expires 2026-11-21 F2 · price: These options were granted in connection with the Issuer's grant to certain officers, directors and employees following the final closing of a private placement on November 21, 2016. F1 · derivative.exercise_date: One half of the stock options vest immediately upon grant and the remaining one half vest in equal daily installments over a four-year period beginning on the date of grant. Read SEC document |
| November 17, 2016 Filed Nov 22, 2016 01:55 UTC | Neurotrope, Inc. NTRP · Entity 144906 | ConversionSeries B Convertible Preferred Stock · Derivative | 41,667 | $0.00 Strike: $0.58 | $0.00 |
DisclosureSEC source: 0001144204-16-135758 · v453579_4.xml · derivative · entry 2 WEINSTEIN ROBERT · CIK 0001213709 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,667 shares Expires not disclosed 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. F2 · derivative.exercise_date: The Series B Convertible Preferred Stock was convertible into common stock at any time and had no expiration date. Pursuant to the Certificate of Designation, Preferences and Rights of Series B Convertible Preferred Stock, as amended, the Series B Convertible Preferred Stock converted automatically on November 17, 2016. F2 · derivative.expiration_date: The Series B Convertible Preferred Stock was convertible into common stock at any time and had no expiration date. Pursuant to the Certificate of Designation, Preferences and Rights of Series B Convertible Preferred Stock, as amended, the Series B Convertible Preferred Stock converted automatically on November 17, 2016. Read SEC document |
| November 17, 2016 Filed Nov 22, 2016 01:55 UTC | Neurotrope, Inc. NTRP · Entity 144906 | ConversionCommon Stock | 43,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-16-135758 · v453579_4.xml · nonDerivative · entry 1 WEINSTEIN ROBERT · CIK 0001213709 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,105 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. F1 · price: The Reporting Person's shares of Series B Convertible Preferred Stock were automatically converted into an aggregate of 43,104 shares of common stock. This includes 1,437 shares received by the Reporting Person as the result of a reduction in the conversion price from $0.60 per 1/100 of one share of Series B Convertible Preferred Stock to $0.58. 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.