Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIOVIE INC.BIVI · Entity 7702 | Chief Financial Officer | August 28, 2026 | August 28, 2026 |
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.
BIOVIE INC.
Report date August 28, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,441 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Purchase · Acquired 2,500 · Balance 3,441 F1: The shares of Common Stock were purchased by the Reporting Person in an open market transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Common Stock were purchased by the Reporting Person in an open market transaction.
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 |
|---|---|---|---|---|---|---|
| August 28, 2026 Filed Aug 28, 2026 20:58 UTC | BIOVIE INC. BIVI · Entity 7702 | PurchaseCommon Stock | 2,500 | $2.18 | $5,450.00 |
DisclosureSEC source: 0001520138-26-000379 · ownership.xml · nonDerivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,441 F1 · shares: The shares of Common Stock were purchased by the Reporting Person in an open market transaction. Read SEC document |
| January 05, 2026 Filed Jan 9, 2026 22:03 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 110,100 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001520138-26-000023 · ownership.xml · derivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,100 Underlying: Common Stock · 110,100 shares Expires 2036-01-05 F1 · derivative.exercise_date: 55% of the options vested on January 5, 2026 and the remainder of the options vest in three equal installments on January 5, 2027, January 5, 2028 and January 5, 2029. Read SEC document |
| December 20, 2024 Filed Jan 7, 2025 22:03 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 14,417 | $0.00 Strike: $1.90 | $0.00 |
DisclosureSEC source: 0001520138-25-000012 · ownership.xml · derivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,417 Underlying: Common Stock · 14,417 shares Expires 2034-12-20 F1 · derivative.exercise_date: The options vest in three equal installments on December 20, 2024, December 20, 2025 and December 20, 2026. Read SEC document |
| June 24, 2024 Filed Jul 12, 2024 22:01 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 99,000 | $0.00 Strike: $0.47 | $0.00 |
DisclosureSEC source: 0001520138-24-000240 · ownership.xml · derivative · entry 5 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,000 Underlying: Common Stock · 99,000 shares Expires 2034-06-24 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on June 24, 2024. Read SEC document |
| June 24, 2024 Filed Jul 12, 2024 22:01 UTC | BIOVIE INC. BIVI · Entity 7702 | Tax withholdingCommon Stock | 18,250 | $0.47 | $8,650.50 |
DisclosureSEC source: 0001520138-24-000240 · ownership.xml · nonDerivative · entry 4 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,940 F1 · date: The restricted stock unit ("RSU") grant was approved by the compensation committee of the issuer's board of directors on June 10, 2024, which grant became effective on June 24, 2024. Each RSU represents a contingent right to receive one share of the issuer's Class A common stock. The RSUs vested in full on June, 24, 2024. Read SEC document |
| June 24, 2024 Filed Jul 12, 2024 22:01 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantCommon Stock | 73,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001520138-24-000240 · ownership.xml · nonDerivative · entry 3 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,196 F1 · date: The restricted stock unit ("RSU") grant was approved by the compensation committee of the issuer's board of directors on June 10, 2024, which grant became effective on June 24, 2024. Each RSU represents a contingent right to receive one share of the issuer's Class A common stock. The RSUs vested in full on June, 24, 2024. Read SEC document |
| February 15, 2024 Filed Jul 12, 2024 22:01 UTC | BIOVIE INC. BIVI · Entity 7702 | Tax withholdingCommon Stock | 2,476 | $1.18 | $2,921.68 |
DisclosureSEC source: 0001520138-24-000240 · ownership.xml · nonDerivative · entry 2 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,196 Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 22:15 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001520138-23-000547 · ownership.xml · nonDerivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,148 Read SEC document |
| June 07, 2023 Filed Jul 4, 2023 00:49 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $5.78 | $0.00 |
DisclosureSEC source: 0001520138-23-000277 · ownership.xml · derivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2033-06-06 F1 · derivative.exercise_date: The options vest 20% on grand date in four equal annual installments beginning on June 7, 2024 (the first anniversary of the grant date). Read SEC document |
| February 16, 2023 Filed Feb 22, 2023 22:49 UTC | BIOVIE INC. BIVI · Entity 7702 | Tax withholdingCOMMON STOCK | 2,476 | $6.12 | $15,153.12 |
DisclosureSEC source: 0001520138-23-000113 · ownership.xml · nonDerivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,148 F1 · kind: Transaction code F - Payment of tax liability by withholding securities incident to the receipt Read SEC document |
| February 16, 2023 Filed Jul 12, 2024 22:01 UTC | BIOVIE INC. BIVI · Entity 7702 | Tax withholdingCommon Stock | 2,476 | $5.51 | $13,642.76 |
DisclosureSEC source: 0001520138-24-000240 · ownership.xml · nonDerivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,672 Read SEC document |
| November 23, 2022 Filed Jan 18, 2023 21:21 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantCOMMON STOCK | 39,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001520138-23-000052 · ownership.xml · nonDerivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,624 Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:46 UTC | BIOVIE INC. BIVI · Entity 7702 | PurchaseClass A common stock, par value $0.0001 | 2,000 | $5.40 | $10,798.00 |
DisclosureSEC source: 0001520138-21-000777 · ownership.xml · nonDerivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| August 20, 2021 Filed Sep 16, 2021 16:47 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 124,167 | $0.00 Strike: $7.74 | $0.00 |
DisclosureSEC source: 0001520138-21-000548 · ownership.xml · derivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,167 Underlying: COMMON STOCK · 124,167 shares Expires 2031-08-19 F1 · derivative.exercise_date: This option was 20% vested upon grant, with an additional 16% on each of the first five anniversaries of the grant. Read SEC document |
| October 01, 2020 Filed Oct 22, 2020 00:35 UTC | BIOVIE INC. bivi · Entity 7702 | Grantoptions · Derivative | 800 | $9.54 Strike: $9.54 | $7,632.00 |
DisclosureSEC source: 0001771317-20-000006 · primary_doc.xml · derivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: common stock · 800 shares Expires 2025-10-01 Read SEC document |
| October 01, 2019 Filed Oct 21, 2020 23:30 UTC | BIOVIE INC. bivi · Entity 7702 | Grantoptions · Derivative | 800 | $8.75 Strike: $8.75 | $7,000.00 |
DisclosureSEC source: 0001771317-20-000001 · primary_doc.xml · derivative · entry 1 KIM JOANNE WENDY · CIK 0001771317 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: common stock · 800 shares Expires 2024-09-30 F1 · balance_after: On 11/21/2019 a 1:125 reverse stock split was effected; derivative securities are post-split calculations. 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.