Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CytoDyn Inc.CYDY · Entity 5856 | Chief Financial Officer | February 21, 2020 | February 25, 2020 |
| POWIN ENERGY CORPPWON · Entity 168346 | Chief Financial Officer | March 13, 2017 | March 27, 2017 |
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.
CytoDyn Inc.
Report date February 21, 2020 · Filed February 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.10 · Expires 2030-02-21 | Direct | 150,000 |
Reported balance
After 2020-02-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-02-21 · Grant · Acquired 150,000 · Balance 150,000 F1: The options will fully vest on February 21, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The options will fully vest on February 21, 2021.
POWIN ENERGY CORP
Report date March 13, 2017 · Filed March 27, 2017
This filing explicitly reported no securities owned.
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 21, 2020 Filed Feb 25, 2020 22:07 UTC | CytoDyn Inc. CYDY · Entity 5856 | GrantStock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0000899243-20-005791 · doc4.xml · derivative · entry 1 Eastwood Craig S. · CIK 0001701834 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2030-02-21 F1 · derivative.exercise_date: The options will fully vest on February 21, 2021. Read SEC document |
| November 13, 2019 Filed Nov 20, 2019 17:14 UTC | CytoDyn Inc. CYDY · Entity 5856 | GrantStock Option (right to buy) · Derivative | 250,000 | $0.00 Strike: $0.30 | $0.00 |
DisclosureSEC source: 0000899243-19-027662 · doc4.xml · derivative · entry 1 Eastwood Craig S. · CIK 0001701834 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2029-11-13 F1 · derivative.exercise_date: The options will vest in twelve equal monthly installments over the one-year period commencing on December 13, 2019. 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.