Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareMax, Inc.CMAX · Entity 87127 | Director | April 01, 2022 | April 05, 2022 |
| Insight Molecular Diagnostics Inc.OCX · Entity 6631 | Director | August 15, 2022 | August 17, 2022 |
| Starling Oncology, Inc.DFPH · Entity 5327 | Director | March 10, 2020 | March 12, 2020 |
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.
CareMax, Inc.
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 18,585 |
Reported balance
After 2022-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 18,585 · Balance 18,585 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on April 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on April 1, 2023.
Insight Molecular Diagnostics Inc.
Report date August 15, 2022 · Filed August 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2022-08-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-08-15 · Grant · Acquired 10,000 · Balance 20,000 F1: The Restricted Stock Units shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders. |
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 30,500 |
Reported balance
After 2022-08-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-08-16 · Purchase · Acquired 10,500 · Balance 30,500 |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.97 · Expires 2032-08-15 | Direct | 45,000 |
Reported balance
After 2022-08-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-15 · Grant · Acquired 45,000 · Balance 45,000 F2: Options shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders.
F2: Options shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders.
Starling Oncology, Inc.
Report date March 10, 2020 · Filed March 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-03-10 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The shares of Class B common stock are convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-236578) (the "Registration Statement") and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B common stock are convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-236578) (the "Registration Statement") and have no expiration date.
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 |
|---|---|---|---|---|---|---|
| August 16, 2022 Filed Aug 17, 2022 20:17 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | PurchaseCommon Stock, no par value | 10,500 | $0.95 | $9,975.00 |
DisclosureSEC source: 0001493152-22-023376 · ownership.xml · nonDerivative · entry 2 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,500 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:17 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 45,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001493152-22-023376 · ownership.xml · derivative · entry 3 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2032-08-15 F2 · derivative.exercise_date: Options shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:17 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantCommon Stock, no par value | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-023376 · ownership.xml · nonDerivative · entry 1 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · security: The Restricted Stock Units shall vest one year from the date of grant, subject to the Reporting Person's continued service as a director of the Issuer from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders. Read SEC document |
| June 24, 2022 Filed Jul 19, 2022 16:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-019821 · ownership.xml · derivative · entry 2 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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. F1 · derivative.exercise_date: The Restricted Stock Units vested on June 24, 2022. F1 · derivative.expiration_date: The Restricted Stock Units vested on June 24, 2022. Read SEC document |
| June 24, 2022 Filed Jul 19, 2022 16:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Exercise / conversionCommon Stock, no par value | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-019821 · ownership.xml · nonDerivative · entry 1 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:00 UTC | CareMax, Inc. CMAX · Entity 87127 | GrantRestricted Stock Units · Derivative | 18,585 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023357 · doc4.xml · derivative · entry 1 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,585 Underlying: Class A Common Stock · 18,585 shares Expires not disclosed F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on April 1, 2023. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on April 1, 2023. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:58 UTC | CareMax, Inc. CMAX · Entity 87127 | GrantRestricted Stock Units · Derivative | 15,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062533 · doc4.xml · derivative · entry 1 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,500 Underlying: Class A Common Stock · 15,500 shares Expires not disclosed F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on October 29, 2022. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on October 29, 2022. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 20:34 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-015450 · ownership.xml · derivative · entry 2 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2022-06-24 F2 · derivative.exercise_date: The Restricted Stock Units shall vest one year from the date of grant, subject to the director's continued service as a director of the Company from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 20:34 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 45,000 | $0.00 Strike: $5.46 | $0.00 |
DisclosureSEC source: 0001493152-21-015450 · ownership.xml · derivative · entry 1 Carter Jennifer L. · CIK 0001806505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2031-06-23 F1 · derivative.exercise_date: Options shall vest one year from the date of grant, subject to the director's continued service as a director of the Company from the date of grant until the vesting date or, if earlier, until the next annual meeting of shareholders. 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.