Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIOVIE INC.BIVI · Entity 7702 | EVP Liver Cirrhosis Programs | February 02, 2022 | February 16, 2022 |
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.
BIOVIE INC.
Report date February 02, 2022 · Filed February 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,630 |
Reported balance
After 2022-02-02 transaction · row 1
1 source rowRow 1 · 2022-02-02 · Gift · Disposed 1,000 · Balance 48,630 |
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 |
|---|---|---|---|---|---|---|
| February 02, 2022 Filed Feb 16, 2022 22:24 UTC | BIOVIE INC. BIVI · Entity 7702 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001520138-22-000078 · ownership.xml · nonDerivative · entry 1 Adams Jonathan M · CIK 0001749582 · EVP Liver Cirrhosis Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,630 Read SEC document |
| August 20, 2021 Filed Sep 16, 2021 16:50 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 124,167 | $0.00 Strike: $7.74 | $0.00 |
DisclosureSEC source: 0001520138-21-000550 · ownership.xml · derivative · entry 1 Adams Jonathan M · CIK 0001749582 · EVP Liver Cirrhosis Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,167 Underlying: COMMON STOCK · 124,167 shares Expires 2031-08-19 F1 · derivative.exercise_date: This option was 20% vested upon grant, with an additional 16% on each of the first five anniversaries of the grant. Read SEC document |
| June 16, 2021 Filed Oct 29, 2021 21:09 UTC | BIOVIE INC. BIVI · Entity 7702 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001520138-21-000689 · ownership.xml · nonDerivative · entry 1 Adams Jonathan M · CIK 0001749582 · EVP Liver Cirrhosis Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,630 Read SEC document |
| January 19, 2020 Filed Oct 21, 2020 23:40 UTC | BIOVIE INC. bivi · Entity 7702 | Grantoptions · Derivative | 800 | $2.80 Strike: $2.80 | $2,240.00 |
DisclosureSEC source: 0001771317-20-000002 · primary_doc.xml · derivative · entry 1 Adams Jonathan M · CIK 0001749582 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,364 Underlying: common stock · 800 shares Expires 2025-01-19 F1 · balance_after: On 11/21/2019 a reverse stock split was effected; derivative securities are post-split calculations. Read SEC document |
| January 02, 2019 Filed Feb 5, 2019 21:05 UTC | BIOVIE INC. bivi · Entity 7702 | GrantCommon Stock | 200,000 | $0.04 | $7,000.00 |
DisclosureSEC source: 0001674006-19-000004 · primary_doc.xml · nonDerivative · entry 1 Adams Jonathan M · CIK 0001749582 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,303,521 Read SEC document |
| July 03, 2018 Filed Nov 1, 2018 19:50 UTC | BIOVIE INC. bivi · Entity 7702 | GrantWarrants · Derivative | 1,000,000 | $0.02 Strike: $0.02 | $18,000.00 |
DisclosureSEC source: 0001749582-18-000006 · primary_doc.xml · derivative · entry 2 Adams Jonathan M · CIK 0001749582 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,022,727 Underlying: Common Stock · 1,000,000 shares Expires 2024-07-02 Read SEC document |
| July 03, 2018 Filed Nov 1, 2018 19:50 UTC | BIOVIE INC. bivi · Entity 7702 | GrantPreferred Stock | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0001749582-18-000006 · primary_doc.xml · nonDerivative · entry 1 Adams Jonathan M · CIK 0001749582 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| January 02, 2018 Filed Aug 9, 2018 22:36 UTC | BIOVIE INC. bivi · Entity 7702 | Grantcommon stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001749582-18-000005 · primary_doc.xml · nonDerivative · entry 3 Adams Jonathan M · CIK 0001749582 · Director · chief operating officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,103,521 F3 · price: Board compensation grant, 2018. Read SEC document |
| July 27, 2017 Filed Aug 9, 2018 22:36 UTC | BIOVIE INC. bivi · Entity 7702 | GrantWarrants · Derivative | 22,727 | $0.60 Strike: $0.60 | $13,636.20 |
DisclosureSEC source: 0001749582-18-000005 · primary_doc.xml · derivative · entry 4 Adams Jonathan M · CIK 0001749582 · Director · chief operating officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,022,727 Underlying: common stock · 22,727 shares Expires 2022-07-27 Read SEC document |
| July 27, 2017 Filed Aug 9, 2018 22:36 UTC | BIOVIE INC. bivi · Entity 7702 | Grantcommon stock | 45,454 | $0.22 | $9,999.88 |
DisclosureSEC source: 0001749582-18-000005 · primary_doc.xml · nonDerivative · entry 2 Adams Jonathan M · CIK 0001749582 · Director · chief operating officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,903,521 Read SEC document |
| April 11, 2016 Filed Aug 9, 2018 22:36 UTC | BIOVIE INC. bivi · Entity 7702 | Othercommon stock | 310,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001749582-18-000005 · primary_doc.xml · nonDerivative · entry 1 Adams Jonathan M · CIK 0001749582 · Director · chief operating officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,858,067 F1 · kind: Gift of shares to sons, following initial issuance of stock to Mr. Adams on 4/11/2016. F2 · price: Because these shares were a gift, there was no price. 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.