Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calidi Biotherapeutics, Inc.CLDI · Entity 8408 | Chief Financial Officer | August 17, 2026 | August 19, 2026 |
| Ernexa Therapeutics Inc.BTX · Entity 8278 | Chief Financial Officer | June 03, 2022 | June 06, 2022 |
| Flyte Aviation, Inc.RMED · Entity 8648 | CFO | May 20, 2022 | May 24, 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.
Calidi Biotherapeutics, Inc.
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.36 · Expires 2036-08-17 | Direct | 14,000 |
Reported balance
After 2026-08-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 14,000 · Balance 14,000 F1: Pursuant to the Issuer's 2023 Equity Incentive Plan (the "2023 Plan"), on August 17, 2026 (the "Grant Date"), the Reporting Person was granted 14,000 incentive stock options (the "Options") at an exercise price of $1.36, which is equal to the closing price of the Issuer's common stock on the Grant Date. 25% of the options will vest upon the one (1) year anniversary of 08/17/2026, and the remaining 75% of the options will vest in 1/36th installments on a monthly basis, subject to the Reporting Person's continued service to the Issuer. The Options were granted in a transaction exempt under Rule 16b-3 to the Reporting Person. F2: Does not include the incentive stock options previously granted to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Issuer's 2023 Equity Incentive Plan (the "2023 Plan"), on August 17, 2026 (the "Grant Date"), the Reporting Person was granted 14,000 incentive stock options (the "Options") at an exercise price of $1.36, which is equal to the closing price of the Issuer's common stock on the Grant Date. 25% of the options will vest upon the one (1) year anniversary of 08/17/2026, and the remaining 75% of the options will vest in 1/36th installments on a monthly basis, subject to the Reporting Person's continued service to the Issuer. The Options were granted in a transaction exempt under Rule 16b-3 to the Reporting Person.
F2: Does not include the incentive stock options previously granted to the Reporting Person.
Ernexa Therapeutics Inc.
Report date June 03, 2022 · Filed June 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.61 · Expires 2032-06-03 | Direct | 664,800 |
Reported balance
After 2022-06-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-03 · Grant · Acquired 664,800 · Balance 664,800 F1: The stock option vests and becomes exercisable over four years (subject to continued service), with 25% of the shares vesting on May 31, 2023 and the remaining shares vesting in 36 substantially equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option vests and becomes exercisable over four years (subject to continued service), with 25% of the shares vesting on May 31, 2023 and the remaining shares vesting in 36 substantially equal monthly installments thereafter.
Flyte Aviation, Inc.
Report date May 20, 2022 · Filed May 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,680 |
Reported balance
After 2022-05-20 transaction · row 1
1 source rowRow 1 · 2022-05-20 · Tax withholding · Disposed 1,361 · Balance 21,680 F1: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock awards. This is not an open market sale of securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock awards. This is not an open market sale of securities.
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 17, 2026 Filed Aug 19, 2026 23:00 UTC | Calidi Biotherapeutics, Inc. CLDI · Entity 8408 | GrantStock Options (right to buy) · Derivative | 14,000 | Not disclosed Strike: $1.36 | Not disclosed |
DisclosureSEC source: 0001493152-26-039289 · ownership.xml · derivative · entry 1 Jackson Andrew C. · CIK 0001636738 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,000 Underlying: Common stock · 14,000 shares Expires 2036-08-17 F1 · price: Pursuant to the Issuer's 2023 Equity Incentive Plan (the "2023 Plan"), on August 17, 2026 (the "Grant Date"), the Reporting Person was granted 14,000 incentive stock options (the "Options") at an exercise price of $1.36, which is equal to the closing price of the Issuer's common stock on the Grant Date. 25% of the options will vest upon the one (1) year anniversary of 08/17/2026, and the remaining 75% of the options will vest in 1/36th installments on a monthly basis, subject to the Reporting Person's continued service to the Issuer. The Options were granted in a transaction exempt under Rule 16b-3 to the Reporting Person. F2 · balance_after: Does not include the incentive stock options previously granted to the Reporting Person. Read SEC document |
| September 03, 2025 Filed Sep 5, 2025 23:56 UTC | Calidi Biotherapeutics, Inc. CLDI · Entity 8408 | GrantStock Options (right to buy) · Derivative | 30,000 | Not disclosed Strike: $1.58 | Not disclosed |
DisclosureSEC source: 0001641172-25-026781 · ownership.xml · derivative · entry 1 Jackson Andrew C. · CIK 0001636738 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common stock · 30,000 shares Expires 2035-09-03 F1 · price: Pursuant to the Issuer's 2023 Equity Incentive Plan (the "2023 Plan"), on September 3, 2025 (the "Grant Date"), the Reporting Person was granted 30,000 incentive stock options (the "Options") at an exercise price of $1.58, which is equal to the closing price of the Issuer's common stock on the Grant Date. 25% of the options will vest upon the one (1) year anniversary of 9/03/2025, and the remaining 75% of the options will vest in 1/36th installments on the last day of each monthly period subject to the Reporting Person's continued service to the Issuer. The Options were granted in a transaction exempt under Rule 16b-3 to the Reporting Person. Read SEC document |
| August 21, 2025 Filed Aug 26, 2025 00:47 UTC | Calidi Biotherapeutics, Inc. CLDI · Entity 8408 | PurchaseWarrant (right to buy) · Derivative | 2,500 | Not disclosed Strike: $2.00 | Not disclosed |
DisclosureSEC source: 0001641172-25-025445 · ownership.xml · derivative · entry 2 Jackson Andrew C. · CIK 0001636738 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Common stock · 2,500 shares Expires 2030-08-21 F1 · kind: The common stock and warrants were acquired by the reporting person in a public offering conducted by the Issuer that was closed on August 21, 2025. F2 · price: Each common share was purchased with an accompanying warrant for a purchase price of $2.00 per share and accompanying warrant. Read SEC document |
| August 21, 2025 Filed Aug 26, 2025 00:47 UTC | Calidi Biotherapeutics, Inc. CLDI · Entity 8408 | PurchaseCommon Stock | 2,500 | $2.00 | $5,000.00 |
DisclosureSEC source: 0001641172-25-025445 · ownership.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 F1 · kind: The common stock and warrants were acquired by the reporting person in a public offering conducted by the Issuer that was closed on August 21, 2025. F2 · price: Each common share was purchased with an accompanying warrant for a purchase price of $2.00 per share and accompanying warrant. Read SEC document |
| June 17, 2024 Filed Jun 21, 2024 00:56 UTC | Calidi Biotherapeutics, Inc. CLDI · Entity 8408 | GrantStock Options (right to buy) · Derivative | 300,000 | Not disclosed Strike: $0.20 | Not disclosed |
DisclosureSEC source: 0001493152-24-024599 · ownership.xml · derivative · entry 1 Jackson Andrew C. · CIK 0001636738 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common stock · 300,000 shares Expires 2034-06-17 F1 · price: Pursuant to the Issuer's 2023 Equity Incentive Plan (the "2023 Plan"), on June 17, 2024 (the "Grant Date"), the Reporting Person was granted 300,000 incentive stock options (the "Options") at an exercise price of $0.195, which is equal to the closing price of the Issuer's common stock on the Grant Date. 25% of the options will vest upon the one (1) year anniversary of 10/30/2023, and the remaining 75% of the options will vest in 1/36th installments on the last day of each monthly period subject to the Reporting Person's continued service to the Issuer. The Options were granted in a transaction exempt under Rule 16b-3 to the Reporting Person. F1 · derivative.exercise_date: Pursuant to the Issuer's 2023 Equity Incentive Plan (the "2023 Plan"), on June 17, 2024 (the "Grant Date"), the Reporting Person was granted 300,000 incentive stock options (the "Options") at an exercise price of $0.195, which is equal to the closing price of the Issuer's common stock on the Grant Date. 25% of the options will vest upon the one (1) year anniversary of 10/30/2023, and the remaining 75% of the options will vest in 1/36th installments on the last day of each monthly period subject to the Reporting Person's continued service to the Issuer. The Options were granted in a transaction exempt under Rule 16b-3 to the Reporting Person. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 21:01 UTC | Ernexa Therapeutics Inc. BTX · Entity 8278 | GrantStock Option (right to buy) · Derivative | 664,800 | $0.00 Strike: $0.61 | $0.00 |
DisclosureSEC source: 0001140361-22-022025 · form4.xml · derivative · entry 1 Jackson Andrew C. · CIK 0001636738 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664,800 Underlying: Common Stock, par value $0.005 per share · 664,800 shares Expires 2032-06-03 F1 · derivative.exercise_date: The stock option vests and becomes exercisable over four years (subject to continued service), with 25% of the shares vesting on May 31, 2023 and the remaining shares vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| May 20, 2022 Filed May 24, 2022 20:33 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | Tax withholdingCommon Stock | 1,361 | $0.30 | $410.07 |
DisclosureSEC source: 0001209191-22-031621 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,680 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock awards. This is not an open market sale of securities. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 21:03 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | SaleCommon Stock | 2,684 | $2.62 | $7,032.08 |
DisclosureSEC source: 0001209191-21-066775 · doc4.xml · nonDerivative · entry 2 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,041 F2 · kind: Shares sold to satisfy the tax withholding requirement upon vesting of restricted stock awards. Read SEC document |
| November 20, 2021 Filed Nov 24, 2021 21:03 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | Disposition to issuerCommon Stock | 11,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066775 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,725 F1 · kind: Represents forfeiture of shares underlying restricted stock award granted on November 17, 2020. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 21:34 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | GrantCommon Stock | 200 | $5.43 | $1,086.30 |
DisclosureSEC source: 0001209191-20-060215 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,484 F1 · shares: These shares were acquired through the issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:29 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | GrantCommon Stock | 35,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059388 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,284 F1 · shares: The reported shares were issued as a restricted stock award ("RSA"). 50% of the shares underlying the RSA shall vest and become non-forfeitable as follows: 1/3 of the number of shares will vest on November 20, 2021, and 1/6th of the number of shares will vest on each May 20 and November 20 thereafter, such that 50% of the RSA will be fully vested on November 20, 2023; provided, however, that if a vesting date would otherwise fall on a day when the national stock exchange upon which the shares are listed is not open for trading, vesting will occur on the first trading day thereafter. The remaining 50% of the shares underlying the RSA shall vest and become non-forfeitable upon certain performance milestones being met by November 20, 2021. Vesting in all instances is subject to the reporting person's continuous status as a Service Provider (as defined in the 2018 Equity Incentive Plan) through each vesting date. F2 · balance_after: On November 16, 2020, the common stock of the company reverse-split 25-for-1, resulting in the reporting persons ownership being reduced by 48,194. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:10 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | PurchaseWarrants (right to buy) · Derivative | 10,000 | $0.00 Strike: $0.35 | $0.00 |
DisclosureSEC source: 0001209191-20-045187 · doc4.xml · derivative · entry 2 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2025-08-04 Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:10 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | PurchaseCommon Stock | 10,000 | $0.35 | $3,500.00 |
DisclosureSEC source: 0001209191-20-045187 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,202 Read SEC document |
| May 22, 2020 Filed May 27, 2020 21:05 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | PurchaseCommon Stock | 10,000 | $0.46 | $4,648.00 |
DisclosureSEC source: 0001209191-20-032336 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,202 Read SEC document |
| May 20, 2020 Filed May 22, 2020 21:17 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | GrantCommon Stock | 5,000 | $0.42 | $2,112.50 |
DisclosureSEC source: 0001209191-20-031833 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,202 F1 · shares: These shares were acquired on May 20, 2020 through the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| December 20, 2019 Filed Dec 26, 2019 21:04 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | Tax withholdingCommon Stock | 4,641 | $0.90 | $4,181.54 |
DisclosureSEC source: 0001209191-19-061916 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO & Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,202 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| December 04, 2019 Filed Dec 5, 2019 23:20 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | Tax withholdingCommon Stock | 4,505 | $1.69 | $7,613.45 |
DisclosureSEC source: 0001209191-19-059368 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO & Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,843 F1 · kind: Shares withheld by the issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. This is not an open market sale of securities. F2 · balance_after: Of the reported shares 13,424 shares are represented by Restricted Stock Units. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 23:20 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | GrantStock Option (Right to Buy) · Derivative | 139,052 | $0.00 Strike: $1.22 | $0.00 |
DisclosureSEC source: 0001209191-19-059368 · doc4.xml · derivative · entry 2 Jackson Andrew C. · CIK 0001636738 · CFO & Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,052 Underlying: Common Stock · 139,052 shares Expires 2029-12-03 F3 · derivative.exercise_date: 1/12 of the total shares subject to the option shall vest every month after December 3, 2019, such that all shares subject to the option shall be fully vested on December 3, 2020, subject to the Reporting Person continuing to be a "Service Provider" (as defined in the Company's 2018 Equity Incentive Plan) through each vesting date. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 21:23 UTC | Flyte Aviation, Inc. RMED · Entity 8648 | SaleCommon Stock | 5,134 | $3.08 | $15,793.72 |
DisclosureSEC source: 0001209191-19-037442 · doc4.xml · nonDerivative · entry 1 Jackson Andrew C. · CIK 0001636738 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,348 F1 · shares: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Reporting Person's award agreement to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · balance_after: Of the reported shares 26,453 shares are represented by Restricted Stock Units. 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.