Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amesite Inc.AMST · Entity 8151 | CHIEF FINANCIAL OFFICER | May 14, 2021 | June 02, 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.
Amesite Inc.
Report date May 14, 2021 · Filed June 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.19 · Expires 2031-05-14 | Direct | 40,000 |
Reported balance
After 2021-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-05-14 · Grant · Acquired 40,000 · Balance 40,000 F1: 25% of the stock options will vest on the first anniversary of the date of grant; the remaining stock options will vest in equal monthly installments thereafter over the following 36 months. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the stock options will vest on the first anniversary of the date of grant; the remaining stock options will vest in equal monthly installments thereafter over the following 36 months.
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 |
|---|---|---|---|---|---|---|
| May 14, 2021 Filed Jun 2, 2021 20:12 UTC | Amesite Inc. AMST · Entity 8151 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $2.19 | $0.00 |
DisclosureSEC source: 0001213900-21-030521 · ownership.xml · derivative · entry 1 Kern Matthew · CIK 0001846882 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2031-05-14 F1 · derivative.exercise_date: 25% of the stock options will vest on the first anniversary of the date of grant; the remaining stock options will vest in equal monthly installments thereafter over the following 36 months. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 00:32 UTC | Amesite Inc. AMST · Entity 8151 | GrantEmployee Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001213900-21-010922 · ownership.xml · derivative · entry 1 Kern Matthew · CIK 0001846882 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2031-02-22 F1 · derivative.exercise_date: 50% of the shares of Common Stock underlying the stock option vest on the one year anniversary of the grant date. The remaining 50% of the shares of Common Stock underlying the stock option vest and become exercisable in twelve (12) successive equal monthly installments thereafter. 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.