organization · Reporting owner
OBF Investments, LLC
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| iSpecimen Inc.ISPC · Entity 8372 | 10% owner | June 21, 2021 | June 23, 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.
iSpecimen Inc.
Report date June 21, 2021 · Filed June 23, 2021
Jointly reported with Scholl George H.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 841,981 |
Last balance in matching sequence
After 2021-06-21 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2021-06-21 · Conversion · Acquired 250,456 · Balance 250,456 F1: Shares were issued to the reporting person upon conversion of the Issuer's Series B Preferred Stock owned through the date of conversion. F4: Mr. George "Bud" Scholl is the President and Chief Executive Officer of OBF Investments, and therefore, may be deemed to hold voting and dispositive power of the securities held by OBF Investments. Row 2 · 2021-06-21 · Conversion · Acquired 472,490 · Balance 722,946 F2: Shares were issued to the reporting person upon conversion of an aggregate of $2,645,945 in principal and accrued interest through June 21, 2021 under a convertible note owed to the reporting person. F4: Mr. George "Bud" Scholl is the President and Chief Executive Officer of OBF Investments, and therefore, may be deemed to hold voting and dispositive power of the securities held by OBF Investments. Row 3 · 2021-06-21 · Conversion · Acquired 119,035 · Balance 841,981 F3: Shares were issued to the reporting person upon conversion of an aggregate of $666,603 in principal and accrued interest through June 21, 2021 under a bridge note owed to the reporting person. F4: Mr. George "Bud" Scholl is the President and Chief Executive Officer of OBF Investments, and therefore, may be deemed to hold voting and dispositive power of the securities held by OBF Investments. |
| Series B Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-06-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-06-21 · Conversion · Disposed 250,456 · Balance 0 F5: Shares of Series B Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering (the "IPO) and has no expiration date. |
| Convertible NoteSEC Table II · derivative / convertible security · Expires 2021-06-30 | Direct | 472,490 |
Reported balance
After 2021-06-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-06-21 · Other · Acquired 307 · Balance 472,490 F6: The convertible note has a maturity date of June 30, 2021 and automatically converted into 472,490 shares of common stock at $5.60 upon the closing of the IPO. F8: Represents accrued interest from June 17, 2021 to June 21, 2021 under the convertible note. |
| Convertible NoteSEC Table II · derivative / convertible security · Conversion / exercise price $5.60 · Expires 2021-06-30 | Direct | 0 |
Reported balance
After 2021-06-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-06-21 · Conversion · Disposed 472,490 · Balance 0 F6: The convertible note has a maturity date of June 30, 2021 and automatically converted into 472,490 shares of common stock at $5.60 upon the closing of the IPO. |
| Bridge NoteSEC Table II · derivative / convertible security · Expires 2021-06-30 | Direct | 119,035 |
Reported balance
After 2021-06-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-06-21 · Other · Acquired 364 · Balance 119,035 F7: The bridge note has a maturity date of June 30, 2021 and automatically converted into 119,035 shares of common stock at $5.60 upon the closing of the IPO. F9: Represents accrued interest from June 17, 2021 to June 21, 2021 under the bridge note |
| Bridge NoteSEC Table II · derivative / convertible security · Conversion / exercise price $5.60 · Expires 2021-06-30 | Direct | 0 |
Reported balance
After 2021-06-21 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-06-21 · Conversion · Disposed 119,035 · Balance 0 F7: The bridge note has a maturity date of June 30, 2021 and automatically converted into 119,035 shares of common stock at $5.60 upon the closing of the IPO. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were issued to the reporting person upon conversion of the Issuer's Series B Preferred Stock owned through the date of conversion.
F2: Shares were issued to the reporting person upon conversion of an aggregate of $2,645,945 in principal and accrued interest through June 21, 2021 under a convertible note owed to the reporting person.
F3: Shares were issued to the reporting person upon conversion of an aggregate of $666,603 in principal and accrued interest through June 21, 2021 under a bridge note owed to the reporting person.
F4: Mr. George "Bud" Scholl is the President and Chief Executive Officer of OBF Investments, and therefore, may be deemed to hold voting and dispositive power of the securities held by OBF Investments.
F5: Shares of Series B Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering (the "IPO) and has no expiration date.
F6: The convertible note has a maturity date of June 30, 2021 and automatically converted into 472,490 shares of common stock at $5.60 upon the closing of the IPO.
F7: The bridge note has a maturity date of June 30, 2021 and automatically converted into 119,035 shares of common stock at $5.60 upon the closing of the IPO.
F8: Represents accrued interest from June 17, 2021 to June 21, 2021 under the convertible note.
F9: Represents accrued interest from June 17, 2021 to June 21, 2021 under the bridge note
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 |
|---|---|---|---|---|---|---|
| June 21, 2021 Filed Jun 23, 2021 23:58 UTC | iSpecimen Inc. ISPC · Entity 8372 | ConversionBridge Note · Derivative | 119,035 | Not disclosed Strike: $5.60 | Not disclosed |
DisclosureSEC source: 0001104659-21-084748 · tm2120463-4_4seq1.xml · derivative · entry 8 OBF Investments, LLC · CIK 0001857012 · 10% owner Scholl George H. · CIK 0001857026 · Director · 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 Underlying: Common Stock · 119,035 shares Expires 2021-06-30 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. F7 · price: The bridge note has a maturity date of June 30, 2021 and automatically converted into 119,035 shares of common stock at $5.60 upon the closing of the IPO. F7 · derivative.exercise_date: The bridge note has a maturity date of June 30, 2021 and automatically converted into 119,035 shares of common stock at $5.60 upon the closing of the IPO. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:58 UTC | iSpecimen Inc. ISPC · Entity 8372 | OtherBridge Note · Derivative | 364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-084748 · tm2120463-4_4seq1.xml · derivative · entry 7 OBF Investments, LLC · CIK 0001857012 · 10% owner Scholl George H. · CIK 0001857026 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,035 Underlying: Common Stock · 364 shares Expires 2021-06-30 F7 · derivative.exercise_price: The bridge note has a maturity date of June 30, 2021 and automatically converted into 119,035 shares of common stock at $5.60 upon the closing of the IPO. F9 · shares: Represents accrued interest from June 17, 2021 to June 21, 2021 under the bridge note F7 · price: The bridge note has a maturity date of June 30, 2021 and automatically converted into 119,035 shares of common stock at $5.60 upon the closing of the IPO. F7 · derivative.exercise_date: The bridge note has a maturity date of June 30, 2021 and automatically converted into 119,035 shares of common stock at $5.60 upon the closing of the IPO. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:58 UTC | iSpecimen Inc. ISPC · Entity 8372 | ConversionConvertible Note · Derivative | 472,490 | Not disclosed Strike: $5.60 | Not disclosed |
DisclosureSEC source: 0001104659-21-084748 · tm2120463-4_4seq1.xml · derivative · entry 6 OBF Investments, LLC · CIK 0001857012 · 10% owner Scholl George H. · CIK 0001857026 · Director · 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 Underlying: Common Stock · 472,490 shares Expires 2021-06-30 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. F6 · price: The convertible note has a maturity date of June 30, 2021 and automatically converted into 472,490 shares of common stock at $5.60 upon the closing of the IPO. F6 · derivative.exercise_date: The convertible note has a maturity date of June 30, 2021 and automatically converted into 472,490 shares of common stock at $5.60 upon the closing of the IPO. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:58 UTC | iSpecimen Inc. ISPC · Entity 8372 | OtherConvertible Note · Derivative | 307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-084748 · tm2120463-4_4seq1.xml · derivative · entry 5 OBF Investments, LLC · CIK 0001857012 · 10% owner Scholl George H. · CIK 0001857026 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,490 Underlying: Common Stock · 307 shares Expires 2021-06-30 F6 · derivative.exercise_price: The convertible note has a maturity date of June 30, 2021 and automatically converted into 472,490 shares of common stock at $5.60 upon the closing of the IPO. F8 · shares: Represents accrued interest from June 17, 2021 to June 21, 2021 under the convertible note. F6 · price: The convertible note has a maturity date of June 30, 2021 and automatically converted into 472,490 shares of common stock at $5.60 upon the closing of the IPO. F6 · derivative.exercise_date: The convertible note has a maturity date of June 30, 2021 and automatically converted into 472,490 shares of common stock at $5.60 upon the closing of the IPO. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:58 UTC | iSpecimen Inc. ISPC · Entity 8372 | ConversionSeries B Preferred Stock · Derivative | 250,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-084748 · tm2120463-4_4seq1.xml · derivative · entry 4 OBF Investments, LLC · CIK 0001857012 · 10% owner Scholl George H. · CIK 0001857026 · Director · 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 Underlying: Common Stock · 250,456 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. F5 · derivative.exercise_price: Shares of Series B Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering (the "IPO) and has no expiration date. F5 · price: Shares of Series B Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering (the "IPO) and has no expiration date. F5 · derivative.exercise_date: Shares of Series B Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering (the "IPO) and has no expiration date. F5 · derivative.expiration_date: Shares of Series B Preferred Stock automatically converted into shares of common stock upon the closing of the Issuer's initial public offering (the "IPO) and has no expiration date. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:58 UTC | iSpecimen Inc. ISPC · Entity 8372 | ConversionCommon Stock | 119,035 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-084748 · tm2120463-4_4seq1.xml · nonDerivative · entry 3 OBF Investments, LLC · CIK 0001857012 · 10% owner Scholl George H. · CIK 0001857026 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 841,981 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 · kind: Shares were issued to the reporting person upon conversion of an aggregate of $666,603 in principal and accrued interest through June 21, 2021 under a bridge note owed to the reporting person. F3 · price: Shares were issued to the reporting person upon conversion of an aggregate of $666,603 in principal and accrued interest through June 21, 2021 under a bridge note owed to the reporting person. F4 · ownership.direct: Mr. George "Bud" Scholl is the President and Chief Executive Officer of OBF Investments, and therefore, may be deemed to hold voting and dispositive power of the securities held by OBF Investments. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:58 UTC | iSpecimen Inc. ISPC · Entity 8372 | ConversionCommon Stock | 472,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-084748 · tm2120463-4_4seq1.xml · nonDerivative · entry 2 OBF Investments, LLC · CIK 0001857012 · 10% owner Scholl George H. · CIK 0001857026 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722,946 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 · kind: Shares were issued to the reporting person upon conversion of an aggregate of $2,645,945 in principal and accrued interest through June 21, 2021 under a convertible note owed to the reporting person. F2 · price: Shares were issued to the reporting person upon conversion of an aggregate of $2,645,945 in principal and accrued interest through June 21, 2021 under a convertible note owed to the reporting person. F4 · ownership.direct: Mr. George "Bud" Scholl is the President and Chief Executive Officer of OBF Investments, and therefore, may be deemed to hold voting and dispositive power of the securities held by OBF Investments. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 23:58 UTC | iSpecimen Inc. ISPC · Entity 8372 | ConversionCommon Stock | 250,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-084748 · tm2120463-4_4seq1.xml · nonDerivative · entry 1 OBF Investments, LLC · CIK 0001857012 · 10% owner Scholl George H. · CIK 0001857026 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,456 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 · kind: Shares were issued to the reporting person upon conversion of the Issuer's Series B Preferred Stock owned through the date of conversion. F1 · price: Shares were issued to the reporting person upon conversion of the Issuer's Series B Preferred Stock owned through the date of conversion. F4 · ownership.direct: Mr. George "Bud" Scholl is the President and Chief Executive Officer of OBF Investments, and therefore, may be deemed to hold voting and dispositive power of the securities held by OBF Investments. 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.