Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INVO Fertility, Inc.IVOB · Entity 8473 | Director | February 05, 2020 | February 07, 2020 |
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.
INVO Fertility, Inc.
Report date February 05, 2020 · Filed February 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.25 · Expires 2030-02-05 | Direct | 99,112 |
Reported balance
After 2020-02-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-02-05 · Grant · Acquired 99,112 · Balance 99,112 F1: 20% of the option vests upon grant and the remainder vests in monthly increments over a period of ten months from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: 20% of the option vests upon grant and the remainder vests in monthly increments over a period of ten months from the date of grant.
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 05, 2020 Filed Feb 7, 2020 21:12 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | GrantStock Option · Derivative | 99,112 | $0.00 Strike: $0.25 | $0.00 |
DisclosureSEC source: 0001185185-20-000146 · ownership.xml · derivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,112 Underlying: Common Stock · 99,112 shares Expires 2030-02-05 F1 · derivative.exercise_date: 20% of the option vests upon grant and the remainder vests in monthly increments over a period of ten months from the date of grant. Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 19:28 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | OtherStock Option · Derivative | 962,336 | $0.00 Strike: $0.29 | $0.00 |
DisclosureSEC source: 0001185185-19-001480 · ownership.xml · derivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,336 Underlying: Common Stock · 962,336 shares Expires 2029-10-29 F1 · security: The option was granted in consideration of the Reporting Person's waiver of rights to certain accrued and unpaid salary amounts. F2 · derivative.exercise_date: The option vests upon the earlier of (i) the Issuer generating $1.5 million in revenue in fiscal 2020 or 2021 or (ii) the Issuer raising at least $2.5 million in an equity financing. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 17:19 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | GrantCommon Stock | 1,040,183 | $0.39 | $405,671.37 |
DisclosureSEC source: 0001185185-18-001913 · ownership.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · Chairwoman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200,183 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 17:54 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | GrantCommon Stock | 200,000 | $0.12 | $23,000.00 |
DisclosureSEC source: 0001185185-18-000113 · form4-karloff012318.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · Chairwoman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,160,000 Read SEC document |
| December 27, 2017 Filed Jan 23, 2018 16:10 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | SaleCommon Stock Restricted | 100,000 | $0.15 | $15,000.00 |
DisclosureSEC source: 0001185185-18-000095 · form5-karloff012318.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · CEO / Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,960,000 Read SEC document |
| February 15, 2017 Filed Jul 3, 2017 14:58 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | SaleINVO Bioscience Common Stock Restricted | 400,000 | $0.15 | $60,000.00 |
DisclosureSEC source: 0001185185-17-001502 · form4-karloff062817.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · CEO / Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,760,000 Read SEC document |
| May 26, 2016 Filed Jul 3, 2017 15:21 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | GrantINVO Bioscience Common Stock Restricted | 1,000,000 | $0.36 | $360,000.00 |
DisclosureSEC source: 0001185185-17-001516 · form5-karloff123116.xml · nonDerivative · entry 2 Karloff Kathleen t · CIK 0001493763 · Director · CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,160,000 Read SEC document |
| March 04, 2016 Filed Jul 3, 2017 15:21 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | Disposition to issuerINVO Bioscience Common Stock Restricted | 1,000,000 | $0.30 | $300,000.00 |
DisclosureSEC source: 0001185185-17-001516 · form5-karloff123116.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,160,000 Read SEC document |
| November 05, 2014 Filed Jul 3, 2017 15:18 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | GrantINVO Bioscience Common Stock Restricted | 2,000,000 | $0.02 | $30,000.00 |
DisclosureSEC source: 0001185185-17-001514 · form5-karloff123114.xml · nonDerivative · entry 3 Karloff Kathleen t · CIK 0001493763 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,160,000 Read SEC document |
| June 26, 2014 Filed Jul 3, 2017 15:18 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | Disposition to issuerINVO Bioscience Common Stock Restricted | 400,000 | $0.03 | $12,000.00 |
DisclosureSEC source: 0001185185-17-001514 · form5-karloff123114.xml · nonDerivative · entry 2 Karloff Kathleen t · CIK 0001493763 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,160,000 Read SEC document |
| June 13, 2014 Filed Jul 3, 2017 15:18 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | Disposition to issuerINVO Bioscience Common Stock Restricted | 400,000 | $0.03 | $12,000.00 |
DisclosureSEC source: 0001185185-17-001514 · form5-karloff123114.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,560,000 Read SEC document |
| February 05, 2013 Filed Jul 3, 2017 15:17 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | GrantINVO Bioscience Common Stock (Restricted) | 4,000,000 | $0.01 | $20,000.00 |
DisclosureSEC source: 0001185185-17-001512 · form5-karloff123113.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,960,000 Read SEC document |
| December 27, 2010 Filed Jul 3, 2017 15:14 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | GrantINVO Bioscience Common Stock (Restricted) | 1,012,841 | $0.01 | $10,128.41 |
DisclosureSEC source: 0001185185-17-001510 · form5-karloff123110.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,960,000 Read SEC document |
| February 04, 2010 Filed Jul 3, 2017 15:14 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | GrantINVO Bioscience Common Stock | 325,000 | $0.01 | $3,250.00 |
DisclosureSEC source: 0001185185-17-001510 · form5-karloff123110.xml · nonDerivative · entry 2 Karloff Kathleen t · CIK 0001493763 · Director · CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,960,000 Read SEC document |
| May 08, 2009 Filed Jul 3, 2017 15:12 UTC | INVO Fertility, Inc. IVOB · Entity 8473 | Disposition to issuerINVO Bioscience Common Stock | 240,000 | $0.20 | $48,000.00 |
DisclosureSEC source: 0001185185-17-001508 · form5-karloff123109.xml · nonDerivative · entry 1 Karloff Kathleen t · CIK 0001493763 · Director · CEO/Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,622,159 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.