Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INOVIO PHARMACEUTICALS, INC.INO · Entity 6589 | Director | May 11, 2018 | May 14, 2018 |
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.
INOVIO PHARMACEUTICALS, INC.
Report date May 11, 2018 · Filed May 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,669 |
Reported balance
After 2018-05-12 transaction · row 1
1 source rowRow 1 · 2018-05-12 · Exercise / conversion · Acquired 7,669 · Balance 22,669 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 12, 2018. |
| Common Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $4.56 · Expires 2028-05-11 | Direct | 12,500 |
Reported balance
After 2018-05-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-11 · Grant · Acquired 12,500 · Balance 12,500 F2: Options to vest 100% on May 11, 2019. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 8,170 |
Reported balance
After 2018-05-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-05-11 · Grant · Acquired 8,170 · Balance 8,170 F3: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 11, 2019. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-05-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-05-12 · Exercise / conversion · Disposed 7,669 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 12, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 12, 2018.
F2: Options to vest 100% on May 11, 2019.
F3: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 11, 2019.
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 12, 2018 Filed May 14, 2018 22:10 UTC | INOVIO PHARMACEUTICALS, INC. INO · Entity 6589 | Exercise / conversionRestricted Stock Unit · Derivative | 7,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001055726-18-000032 · wf-form4_152633577791982.xml · derivative · entry 4 MAHMOUD ADEL · CIK 0001181181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,669 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 12, 2018. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 12, 2018. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 12, 2018. Read SEC document |
| May 12, 2018 Filed May 14, 2018 22:10 UTC | INOVIO PHARMACEUTICALS, INC. INO · Entity 6589 | Exercise / conversionCommon Stock | 7,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001055726-18-000032 · wf-form4_152633577791982.xml · nonDerivative · entry 1 MAHMOUD ADEL · CIK 0001181181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,669 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 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 12, 2018. Read SEC document |
| May 11, 2018 Filed May 14, 2018 22:10 UTC | INOVIO PHARMACEUTICALS, INC. INO · Entity 6589 | GrantRestricted Stock Unit · Derivative | 8,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001055726-18-000032 · wf-form4_152633577791982.xml · derivative · entry 3 MAHMOUD ADEL · CIK 0001181181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,170 Underlying: Common Stock · 8,170 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 11, 2019. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 11, 2019. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 11, 2019. Read SEC document |
| May 11, 2018 Filed May 14, 2018 22:10 UTC | INOVIO PHARMACEUTICALS, INC. INO · Entity 6589 | GrantCommon Stock Options · Derivative | 12,500 | $0.00 Strike: $4.56 | $0.00 |
DisclosureSEC source: 0001055726-18-000032 · wf-form4_152633577791982.xml · derivative · entry 2 MAHMOUD ADEL · CIK 0001181181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2028-05-11 F2 · derivative.exercise_date: Options to vest 100% on May 11, 2019. Read SEC document |
| May 13, 2017 Filed May 15, 2017 21:09 UTC | INOVIO PHARMACEUTICALS, INC. INO · Entity 6589 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001055726-17-000029 · wf-form4_149488256223835.xml · derivative · entry 4 MAHMOUD ADEL · CIK 0001181181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 13, 2017. F1 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 13, 2017. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 13, 2017. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 13, 2017. Read SEC document |
| May 13, 2017 Filed May 15, 2017 21:09 UTC | INOVIO PHARMACEUTICALS, INC. INO · Entity 6589 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001055726-17-000029 · wf-form4_149488256223835.xml · nonDerivative · entry 1 MAHMOUD ADEL · CIK 0001181181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units vested 100% on May 13, 2017. Read SEC document |
| May 12, 2017 Filed May 15, 2017 21:09 UTC | INOVIO PHARMACEUTICALS, INC. INO · Entity 6589 | GrantCommon Stock Options · Derivative | 12,500 | $0.00 Strike: $7.14 | $0.00 |
DisclosureSEC source: 0001055726-17-000029 · wf-form4_149488256223835.xml · derivative · entry 3 MAHMOUD ADEL · CIK 0001181181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2027-05-12 F3 · derivative.exercise_date: Options to vest 100% on May 12, 2018. Read SEC document |
| May 12, 2017 Filed May 15, 2017 21:09 UTC | INOVIO PHARMACEUTICALS, INC. INO · Entity 6589 | GrantRestricted Stock Unit · Derivative | 7,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001055726-17-000029 · wf-form4_149488256223835.xml · derivative · entry 2 MAHMOUD ADEL · CIK 0001181181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,669 Underlying: Common Stock · 7,669 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 12, 2018. F2 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 12, 2018. F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 12, 2018. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of common stock. These restricted stock units will vest 100% on May 12, 2018. 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.