Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CorMedix Inc.CRMD · Entity 5280 | Director | May 15, 2017 | May 17, 2017 |
| Statera Biopharma, Inc.STAB · Entity 128906 | Director · Chief Operating Officer | September 28, 2021 | September 30, 2021 |
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.
CorMedix Inc.
Report date May 15, 2017 · Filed May 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,100 |
Reported balance
After 2017-05-15 transaction · row 1
1 source rowRow 1 · 2017-05-15 · Purchase · Acquired 14,500 · Balance 37,100 |
| Stock Option (Right to Buy Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $2.24 · Expires 2027-02-21 | Direct | 40,000 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 40,000 F1: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board. |
| Stock Option (Right to Buy Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $2.05 · Expires 2024-04-03 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 30,000 F3: These shares vest 1/3 on date of grant, 1/3 on first anniversary of date of grant and 1/3 on second anniversary of date of grant. |
| Stock Option (Right to Buy Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $5.62 · Expires 2025-03-01 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 50,000 F1: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board. |
| Stock Option (Right to Buy Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $1.91 · Expires 2026-02-21 | Direct | 90,000 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 90,000 F1: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,571 |
Reported balance
Holding disclosure · report date 2017-05-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 13,571 F2: Each restricted stock unit represents the right to receive one share of CorMedix Inc. common stock. The restricted stock units vest in full on the first anniversary of the date of grant, subject to continued service on the board. |
Filing footnotes · ownership attribution and instrument terms
F1: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board.
F2: Each restricted stock unit represents the right to receive one share of CorMedix Inc. common stock. The restricted stock units vest in full on the first anniversary of the date of grant, subject to continued service on the board.
F3: These shares vest 1/3 on date of grant, 1/3 on first anniversary of date of grant and 1/3 on second anniversary of date of grant.
Statera Biopharma, Inc.
Report date September 28, 2021 · Filed September 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.005 per shareSEC Table I · non-derivative | Direct | 100,000 |
Reported balance
After 2021-09-28 transaction · row 1
1 source rowRow 1 · 2021-09-28 · Grant · Acquired 100,000 · Balance 100,000 |
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 |
|---|---|---|---|---|---|---|
| September 28, 2021 Filed Sep 30, 2021 16:41 UTC | Statera Biopharma, Inc. STAB · Entity 128906 | GrantCommon Stock, par value $0.005 per share | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-022936 · rdgdoc.xml · nonDerivative · entry 1 Markvicka Taunia · CIK 0001545282 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:08 UTC | CorMedix Inc. CRMD · Entity 5280 | PurchaseCommon Stock | 14,500 | $0.51 | $7,395.00 |
DisclosureSEC source: 0001354488-17-000516 · issuerdirect_section16.xml · nonDerivative · entry 1 Markvicka Taunia · CIK 0001545282 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,100 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:07 UTC | CorMedix Inc. CRMD · Entity 5280 | GrantRestricted Stock Units · Derivative | 13,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001354488-17-000311 · issuerdirect_section16.xml · derivative · entry 3 Markvicka Taunia · CIK 0001545282 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,571 Underlying: Common Stock · 13,571 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of CorMedix Inc. common stock. The restricted stock units vest in full on the first anniversary of the date of grant, subject to continued service on the board. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive one share of CorMedix Inc. common stock. The restricted stock units vest in full on the first anniversary of the date of grant, subject to continued service on the board. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive one share of CorMedix Inc. common stock. The restricted stock units vest in full on the first anniversary of the date of grant, subject to continued service on the board. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:07 UTC | CorMedix Inc. CRMD · Entity 5280 | GrantStock Option (Right to Buy Common Stock) · Derivative | 40,000 | $0.00 Strike: $2.24 | $0.00 |
DisclosureSEC source: 0001354488-17-000311 · issuerdirect_section16.xml · derivative · entry 2 Markvicka Taunia · CIK 0001545282 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2027-02-21 F1 · derivative.exercise_date: These options vest in full on the first anniversary of the date of grant, subject to continued service on the board. 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.