Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Longeveron Inc.LGVN · Entity 7608 | Chief Financial Officer | October 01, 2026 | October 05, 2026 |
| Opus Genetics, Inc.IRD · Entity 5892 | Chief Financial Officer | March 13, 2025 | March 18, 2025 |
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.
Longeveron Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 29,258 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 742 · Balance 29,258 F1: Shares withheld to satisfy tax obligations in connection with the vesting of a restricted stock unit (RSU) award. F2: Includes RSUs subject to future vesting. F3: Amounts reflect the one-for-ten reverse stock split undertaken by Issuer in August 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax obligations in connection with the vesting of a restricted stock unit (RSU) award.
F2: Includes RSUs subject to future vesting.
F3: Amounts reflect the one-for-ten reverse stock split undertaken by Issuer in August 2026.
Opus Genetics, Inc.
Report date March 13, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 194,293 |
Reported balance
After 2025-03-13 transaction · row 1
1 source rowRow 1 · 2025-03-13 · Grant · Acquired 52,500 · Balance 194,293 F1: Represents a grant of restricted stock units which vest in four equal installments on the first, second, third and fourth anniversary of the grant date of March 13, 2025, subject to the Reporting Person's continuing service. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.93 · Expires 2035-03-12 | Direct | 52,500 |
Reported balance
After 2025-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-03-13 · Grant · Acquired 52,500 · Balance 52,500 F2: The option will vest with respect to 25% on March 13, 2026, with the remaining shares vesting quarterly in 12 equal installments thereafter at the end of each quarter, subject to the Reporting Person's continuing service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units which vest in four equal installments on the first, second, third and fourth anniversary of the grant date of March 13, 2025, subject to the Reporting Person's continuing service.
F2: The option will vest with respect to 25% on March 13, 2026, with the remaining shares vesting quarterly in 12 equal installments thereafter at the end of each quarter, subject to the Reporting Person's continuing service.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 22:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 742 | $2.59 | $1,921.78 |
DisclosureSEC source: 0001214659-26-012570 · marketforms-74101.xml · nonDerivative · entry 1 Jhaveri Nirav S. · CIK 0002011481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,258 F1 · shares: Shares withheld to satisfy tax obligations in connection with the vesting of a restricted stock unit (RSU) award. F2 · balance_after: Includes RSUs subject to future vesting. F3 · balance_after: Amounts reflect the one-for-ten reverse stock split undertaken by Issuer in August 2026. Read SEC document |
| August 17, 2026 Filed Aug 25, 2026 22:05 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantClass A Common Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-010852 · marketforms-73885.xml · nonDerivative · entry 1 Jhaveri Nirav S. · CIK 0002011481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 F1 · shares: Represents the award of time-based vesting Restricted Stock Units (RSUs). F2 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| March 13, 2025 Filed Mar 18, 2025 00:52 UTC | Opus Genetics, Inc. IRD · Entity 5892 | GrantEmployee Stock Option (right to buy) · Derivative | 52,500 | $0.00 Strike: $0.93 | $0.00 |
DisclosureSEC source: 0000905148-25-000939 · form4.xml · derivative · entry 2 Jhaveri Nirav S. · CIK 0002011481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,500 Underlying: Common Stock · 52,500 shares Expires 2035-03-12 F2 · derivative.exercise_date: The option will vest with respect to 25% on March 13, 2026, with the remaining shares vesting quarterly in 12 equal installments thereafter at the end of each quarter, subject to the Reporting Person's continuing service. Read SEC document |
| March 13, 2025 Filed Mar 18, 2025 00:52 UTC | Opus Genetics, Inc. IRD · Entity 5892 | GrantCommon Stock | 52,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000939 · form4.xml · nonDerivative · entry 1 Jhaveri Nirav S. · CIK 0002011481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,293 F1 · shares: Represents a grant of restricted stock units which vest in four equal installments on the first, second, third and fourth anniversary of the grant date of March 13, 2025, subject to the Reporting Person's continuing service. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:05 UTC | Opus Genetics, Inc. IRD · Entity 5892 | Tax withholdingCommon Stock | 8,207 | $1.15 | $9,438.05 |
DisclosureSEC source: 0000905148-25-000713 · form4.xml · nonDerivative · entry 1 Jhaveri Nirav S. · CIK 0002011481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,793 Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:40 UTC | Opus Genetics, Inc. OCUP · Entity 5892 | PurchaseCommon Stock | 10,000 | $2.10 | $21,000.00 |
DisclosureSEC source: 0000905148-24-000997 · form4.xml · nonDerivative · entry 1 Jhaveri Nirav S. · CIK 0002011481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:37 UTC | Opus Genetics, Inc. OCUP · Entity 5892 | GrantEmployee Stock Option (right to buy) · Derivative | 210,000 | $0.00 Strike: $2.66 | $0.00 |
DisclosureSEC source: 0000905148-24-000743 · form4.xml · derivative · entry 2 Jhaveri Nirav S. · CIK 0002011481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,000 Underlying: Common Stock · 210,000 shares Expires 2034-02-11 F2 · derivative.exercise_date: The option will vest with respect to 25% on February 12, 2025, with the remaining shares vesting quarterly in 12 equal installments thereafter, subject to the Reporting Person's continuing service. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:37 UTC | Opus Genetics, Inc. OCUP · Entity 5892 | GrantCommon Stock | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-000743 · form4.xml · nonDerivative · entry 1 Jhaveri Nirav S. · CIK 0002011481 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,000 F1 · shares: Represents a grant of restricted stock units which vest in four equal installments on the first, second, third and fourth anniversary of the grant date of February 12, 2024, subject to the Reporting Person's continuing service. 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.