Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Envoy Medical, Inc.COCH · Entity 7161 | CAO & VP of Finance | August 24, 2026 | August 26, 2026 |
| FOXO TECHNOLOGIES INC.FOXO · Entity 8683 | Chief Financial Officer | September 15, 2022 | September 17, 2022 |
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.
Envoy Medical, Inc.
Report date August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.75 · Expires 2036-08-24 | Direct | 250,000 |
Reported balance
After 2026-08-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-24 · Grant · Acquired 250,000 · Balance 250,000 F2: Options to purchase 62,500 shares vest on 8/24/2027, and 187,500 shares vest pro rata on the 24th of each month thereafter for 36 consecutive months. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.53 · Expires 2036-02-05 | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 15,000 F1: Options to purchase 3,750 shares vest on 2/5/2027, and 11,250 shares vest pro rata on the 5th of each month thereafter for 36 consecutive months. |
| Class A Common StockSEC Table I · non-derivative | Direct | 212,500 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 212,500 |
| Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.40 | Direct | 127,500 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 127,500 F3: Exercisable upon shareholder approval of the issuance of shares of Class A Common Stock underlying the warrants. F4: The Series A-1 Warrants expire on the earlier of (i) two years from the initial exercise date and (ii) 30 days after the date on which the Company announces that it has submitted a Premarket Approval Application to the Food and Drug Administration (FDA) for its Acclaim CI Device. |
| Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.40 | Direct | 212,500 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 212,500 F3: Exercisable upon shareholder approval of the issuance of shares of Class A Common Stock underlying the warrants. F5: The Series A-2 Warrants expire on the earlier of (i) five years from the initial exercise date and (ii) 30 days after the date on which the Company announces that it has received FDA approval for its Acclaim CI Device. |
Filing footnotes · ownership attribution and instrument terms
F1: Options to purchase 3,750 shares vest on 2/5/2027, and 11,250 shares vest pro rata on the 5th of each month thereafter for 36 consecutive months.
F2: Options to purchase 62,500 shares vest on 8/24/2027, and 187,500 shares vest pro rata on the 24th of each month thereafter for 36 consecutive months.
F3: Exercisable upon shareholder approval of the issuance of shares of Class A Common Stock underlying the warrants.
F4: The Series A-1 Warrants expire on the earlier of (i) two years from the initial exercise date and (ii) 30 days after the date on which the Company announces that it has submitted a Premarket Approval Application to the Food and Drug Administration (FDA) for its Acclaim CI Device.
F5: The Series A-2 Warrants expire on the earlier of (i) five years from the initial exercise date and (ii) 30 days after the date on which the Company announces that it has received FDA approval for its Acclaim CI Device.
FOXO TECHNOLOGIES INC.
Report date September 15, 2022 · Filed September 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 510,000 |
Reported balance
After 2022-09-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-09-15 · Grant · Acquired 510,000 · Balance 510,000 F1: In connection with the Merger (as defined below), the reporting person received a restricted share award equal to 510,000 shares of Class A common stock of the Issuer pursuant to the terms and conditions of the FOXO Technologies Inc. Management Contingent Share Plan (the "MIP"). The restricted share award is subject to the following three service-based vesting conditions (i) 60% of the award will become vested on the 3rd anniversary of the Closing Date (as defined below) if the reporting person is still employed by the Issuer on such date, (ii) ) 20% of the award will become vested on the 4th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date, and (iii) the final 20% of the award will become vested on the 5th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date. In addition, 1/3 of the restricted share award will become vested upon the satisfaction of certain performance-based conditions as further described in the MIP. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.51 · Expires 2026-04-02 | Direct | 78,413 |
Reported balance
After 2022-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-09-15 · Grant · Acquired 78,413 · Balance 78,413 F2: The stock options were received in exchange for stock options to purchase 135,000 shares of Class A common stock of FOXO Technologies Operating Company ("FOXO") in connection with the merger of FOXO with and into a wholly owned subsidiary of the Issuer (the "Merger"), which closed on 9/15/2022 (the "Closing Date"). As of the Closing Date, 43,562.78 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 12/31/2023. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.51 · Expires 2026-08-09 | Direct | 3,571 |
Reported balance
After 2022-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-09-15 · Grant · Acquired 3,571 · Balance 3,571 F3: The stock options were received in exchange for stock options to purchase 6,148 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 1,289.54 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 8/9/2024. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.76 · Expires 2027-01-27 | Direct | 2 |
Reported balance
After 2022-09-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-09-15 · Grant · Acquired 2 · Balance 2 F4: The stock options were received in exchange for stock options to purchase 5 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 0.39 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 1/27/2025. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the Merger (as defined below), the reporting person received a restricted share award equal to 510,000 shares of Class A common stock of the Issuer pursuant to the terms and conditions of the FOXO Technologies Inc. Management Contingent Share Plan (the "MIP"). The restricted share award is subject to the following three service-based vesting conditions (i) 60% of the award will become vested on the 3rd anniversary of the Closing Date (as defined below) if the reporting person is still employed by the Issuer on such date, (ii) ) 20% of the award will become vested on the 4th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date, and (iii) the final 20% of the award will become vested on the 5th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date. In addition, 1/3 of the restricted share award will become vested upon the satisfaction of certain performance-based conditions as further described in the MIP.
F2: The stock options were received in exchange for stock options to purchase 135,000 shares of Class A common stock of FOXO Technologies Operating Company ("FOXO") in connection with the merger of FOXO with and into a wholly owned subsidiary of the Issuer (the "Merger"), which closed on 9/15/2022 (the "Closing Date"). As of the Closing Date, 43,562.78 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 12/31/2023.
F3: The stock options were received in exchange for stock options to purchase 6,148 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 1,289.54 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 8/9/2024.
F4: The stock options were received in exchange for stock options to purchase 5 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 0.39 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 1/27/2025.
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 24, 2026 Filed Aug 26, 2026 21:08 UTC | Envoy Medical, Inc. COCH · Entity 7161 | GrantStock Option (right to buy) · Derivative | 250,000 | $0.00 Strike: $0.75 | $0.00 |
DisclosureSEC source: 0000914190-26-000137 · form4.xml · derivative · entry 3 Potashnick Robert · CIK 0001939454 · CAO & VP of Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 shares Expires 2036-08-24 F2 · derivative.exercise_date: Options to purchase 62,500 shares vest on 8/24/2027, and 187,500 shares vest pro rata on the 24th of each month thereafter for 36 consecutive months. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:49 UTC | Envoy Medical, Inc. COCH · Entity 7161 | PurchaseWarrant (right to buy) · Derivative | 212,500 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0000914190-26-000027 · form4.xml · derivative · entry 4 Potashnick Robert · CIK 0001939454 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,500 Underlying: Class A Common Stock · 212,500 shares Expires not disclosed F2 · derivative.exercise_date: Exercisable upon shareholder approval of the issuance of shares of Class A Common Stock underlying the warrants. F4 · derivative.expiration_date: The Series A-2 Warrants expire on the earlier of (i) five years from the initial exercise date and (ii) 30 days after the date on which the Company announces that it has received FDA approval for its Acclaim CI Device. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:49 UTC | Envoy Medical, Inc. COCH · Entity 7161 | PurchaseWarrant (right to buy) · Derivative | 127,500 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0000914190-26-000027 · form4.xml · derivative · entry 3 Potashnick Robert · CIK 0001939454 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,500 Underlying: Class A Common Stock · 127,500 shares Expires not disclosed F2 · derivative.exercise_date: Exercisable upon shareholder approval of the issuance of shares of Class A Common Stock underlying the warrants. F3 · derivative.expiration_date: The Series A-1 Warrants expire on the earlier of (i) two years from the initial exercise date and (ii) 30 days after the date on which the Company announces that it has submitted a Premarket Approval Application to the Food and Drug Administration (FDA) for its Acclaim CI Device. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:49 UTC | Envoy Medical, Inc. COCH · Entity 7161 | PurchaseClass A Common Stock | 212,500 | $0.40 | $85,000.00 |
DisclosureSEC source: 0000914190-26-000027 · form4.xml · nonDerivative · entry 1 Potashnick Robert · CIK 0001939454 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,500 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:45 UTC | Envoy Medical, Inc. COCH · Entity 7161 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $0.53 | $0.00 |
DisclosureSEC source: 0000914190-26-000015 · form4.xml · derivative · entry 1 Potashnick Robert · CIK 0001939454 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2036-02-05 F1 · derivative.exercise_date: Options to purchase 3,750 shares vest on 2/5/2027, and 11,250 shares vest pro rata on the 5th of each month thereafter for 36 consecutive months. Read SEC document |
| September 15, 2022 Filed Sep 17, 2022 01:41 UTC | FOXO TECHNOLOGIES INC. FOXO · Entity 8683 | GrantStock Option (right to buy) · Derivative | 2 | $0.00 Strike: $15.76 | $0.00 |
DisclosureSEC source: 0001213900-22-056729 · ownership.xml · derivative · entry 4 Potashnick Robert · CIK 0001939454 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2 Underlying: Class A Common Stock · 2 shares Expires 2027-01-27 F4 · derivative.exercise_date: The stock options were received in exchange for stock options to purchase 5 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 0.39 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 1/27/2025. Read SEC document |
| September 15, 2022 Filed Sep 17, 2022 01:41 UTC | FOXO TECHNOLOGIES INC. FOXO · Entity 8683 | GrantStock Option (right to buy) · Derivative | 3,571 | $0.00 Strike: $6.51 | $0.00 |
DisclosureSEC source: 0001213900-22-056729 · ownership.xml · derivative · entry 3 Potashnick Robert · CIK 0001939454 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,571 Underlying: Class A Common Stock · 3,571 shares Expires 2026-08-09 F3 · derivative.exercise_date: The stock options were received in exchange for stock options to purchase 6,148 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 1,289.54 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 8/9/2024. Read SEC document |
| September 15, 2022 Filed Sep 17, 2022 01:41 UTC | FOXO TECHNOLOGIES INC. FOXO · Entity 8683 | GrantStock Option (right to buy) · Derivative | 78,413 | $0.00 Strike: $6.51 | $0.00 |
DisclosureSEC source: 0001213900-22-056729 · ownership.xml · derivative · entry 2 Potashnick Robert · CIK 0001939454 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,413 Underlying: Class A Common Stock · 78,413 shares Expires 2026-04-02 F2 · derivative.exercise_date: The stock options were received in exchange for stock options to purchase 135,000 shares of Class A common stock of FOXO Technologies Operating Company ("FOXO") in connection with the merger of FOXO with and into a wholly owned subsidiary of the Issuer (the "Merger"), which closed on 9/15/2022 (the "Closing Date"). As of the Closing Date, 43,562.78 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 12/31/2023. Read SEC document |
| September 15, 2022 Filed Sep 17, 2022 01:41 UTC | FOXO TECHNOLOGIES INC. FOXO · Entity 8683 | GrantCommon Stock | 510,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-22-056729 · ownership.xml · nonDerivative · entry 1 Potashnick Robert · CIK 0001939454 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,000 F1 · security: In connection with the Merger (as defined below), the reporting person received a restricted share award equal to 510,000 shares of Class A common stock of the Issuer pursuant to the terms and conditions of the FOXO Technologies Inc. Management Contingent Share Plan (the "MIP"). The restricted share award is subject to the following three service-based vesting conditions (i) 60% of the award will become vested on the 3rd anniversary of the Closing Date (as defined below) if the reporting person is still employed by the Issuer on such date, (ii) ) 20% of the award will become vested on the 4th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date, and (iii) the final 20% of the award will become vested on the 5th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date. In addition, 1/3 of the restricted share award will become vested upon the satisfaction of certain performance-based conditions as further described in the MIP. F1 · price: In connection with the Merger (as defined below), the reporting person received a restricted share award equal to 510,000 shares of Class A common stock of the Issuer pursuant to the terms and conditions of the FOXO Technologies Inc. Management Contingent Share Plan (the "MIP"). The restricted share award is subject to the following three service-based vesting conditions (i) 60% of the award will become vested on the 3rd anniversary of the Closing Date (as defined below) if the reporting person is still employed by the Issuer on such date, (ii) ) 20% of the award will become vested on the 4th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date, and (iii) the final 20% of the award will become vested on the 5th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date. In addition, 1/3 of the restricted share award will become vested upon the satisfaction of certain performance-based conditions as further described in the MIP. 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.