Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calidi Biotherapeutics, Inc.CLDI · Entity 8408 | Director | August 17, 2026 | August 19, 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.
Calidi Biotherapeutics, Inc.
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.36 · Expires 2036-08-17 | Direct | 4,000 |
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 4,000 · Balance 4,000 F1: On August 17, 2026, the Reporting Person was issued a non-qualified stock option to purchase 4,000 shares of common stock (the "Options") at an exercise price of $1.36 per share (equal to the closing price on the grant date, August 17, 2026) and shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the grant date. The stock options were granted pursuant to the Issuer's non-employee director compensation policy and issued under the Issuer's 2023 Equity Incentive Plan. F2: Does not include the stock options previously granted to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 17, 2026, the Reporting Person was issued a non-qualified stock option to purchase 4,000 shares of common stock (the "Options") at an exercise price of $1.36 per share (equal to the closing price on the grant date, August 17, 2026) and shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the grant date. The stock options were granted pursuant to the Issuer's non-employee director compensation policy and issued under the Issuer's 2023 Equity Incentive Plan.
F2: Does not include the stock options previously granted to the Reporting Person.
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 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 4,000 | $0.00 Strike: $1.36 | $0.00 |
DisclosureSEC source: 0001493152-26-039292 · ownership.xml · derivative · entry 1 Peoples George · CIK 0002029803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Common stock · 4,000 shares Expires 2036-08-17 F1 · security: On August 17, 2026, the Reporting Person was issued a non-qualified stock option to purchase 4,000 shares of common stock (the "Options") at an exercise price of $1.36 per share (equal to the closing price on the grant date, August 17, 2026) and shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the grant date. The stock options were granted pursuant to the Issuer's non-employee director compensation policy and issued under the Issuer's 2023 Equity Incentive Plan. F1 · derivative.exercise_date: On August 17, 2026, the Reporting Person was issued a non-qualified stock option to purchase 4,000 shares of common stock (the "Options") at an exercise price of $1.36 per share (equal to the closing price on the grant date, August 17, 2026) and shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the grant date. The stock options were granted pursuant to the Issuer's non-employee director compensation policy and issued under the Issuer's 2023 Equity Incentive Plan. F2 · balance_after: Does not include the stock options previously granted to the Reporting Person. Read SEC document |
| July 09, 2025 Filed Jul 16, 2025 00:42 UTC | Calidi Biotherapeutics, Inc. CLDI · Entity 8408 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 137,078 | $0.00 Strike: $0.70 | $0.00 |
DisclosureSEC source: 0001641172-25-019801 · ownership.xml · derivative · entry 1 Peoples George · CIK 0002029803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,078 Underlying: Common stock · 137,078 shares Expires 2035-07-09 F1 · security: On July 15, 2025, the Reporting Person was issued a non-qualified stock option to purchase 137,078 shares of common stock (the "Options") at an exercise price of $0.70 per share (equal to the closing price on the grant date, July 9, 2025) and shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the grant date. The stock options were granted pursuant to the Issuer's non-employee director compensation policy and issued under the Issuer's 2023 Equity Incentive Plan. F1 · derivative.exercise_date: On July 15, 2025, the Reporting Person was issued a non-qualified stock option to purchase 137,078 shares of common stock (the "Options") at an exercise price of $0.70 per share (equal to the closing price on the grant date, July 9, 2025) and shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the grant date. The stock options were granted pursuant to the Issuer's non-employee director compensation policy and issued under the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| September 20, 2024 Filed Oct 16, 2024 01:14 UTC | Calidi Biotherapeutics, Inc. CLDI · Entity 8408 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 20,217 | Not disclosed Strike: $1.09 | Not disclosed |
DisclosureSEC source: 0001493152-24-041200 · ownership.xml · derivative · entry 1 Peoples George · CIK 0002029803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,217 Underlying: Common stock · 20,217 shares Expires 2034-09-20 F1 · deemedExecutionDate: On October 11, 2024, pursuant to the issuer's 2023 Equity Incentive Plan, the reporting person was issued a non-qualified stock option to purchase 20,217 shares of common stock (the "Options") at an exercise price of $1.09, which is the closing price of the issuer's common stock on the grant date, September 20, 2024 (the "Grant Date"). The Options shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the Grant Date. F1 · kind: On October 11, 2024, pursuant to the issuer's 2023 Equity Incentive Plan, the reporting person was issued a non-qualified stock option to purchase 20,217 shares of common stock (the "Options") at an exercise price of $1.09, which is the closing price of the issuer's common stock on the grant date, September 20, 2024 (the "Grant Date"). The Options shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the Grant Date. F1 · price: On October 11, 2024, pursuant to the issuer's 2023 Equity Incentive Plan, the reporting person was issued a non-qualified stock option to purchase 20,217 shares of common stock (the "Options") at an exercise price of $1.09, which is the closing price of the issuer's common stock on the grant date, September 20, 2024 (the "Grant Date"). The Options shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the Grant Date. F1 · derivative.exercise_date: On October 11, 2024, pursuant to the issuer's 2023 Equity Incentive Plan, the reporting person was issued a non-qualified stock option to purchase 20,217 shares of common stock (the "Options") at an exercise price of $1.09, which is the closing price of the issuer's common stock on the grant date, September 20, 2024 (the "Grant Date"). The Options shall vest, and become exercisable, in 1/12th per month installments over one year commencing on the Grant Date. Read SEC document |
| July 01, 2024 Filed Jul 11, 2024 20:53 UTC | Calidi Biotherapeutics, Inc. CLDI · Entity 8408 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 30,904 | Not disclosed Strike: $0.19 | Not disclosed |
DisclosureSEC source: 0001493152-24-026971 · ownership.xml · derivative · entry 1 Peoples George · CIK 0002029803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,904 Underlying: Common stock · 30,904 shares Expires 2034-07-01 F1 · price: Pursuant to the Issuer's 2023 Equity Incentive Plan (the "2023 Plan"), on July 1, 2024 (the "Grant Date"), the Reporting Person was granted 30,904 non-qualified stock options (the "Options") at the exercise price of $0.193, which is the closing price of the Issuer's common stock on the Grant Date. The Options shall vest in 1/36 per month over three years, commencing on the Grant Date. F1 · derivative.exercise_date: Pursuant to the Issuer's 2023 Equity Incentive Plan (the "2023 Plan"), on July 1, 2024 (the "Grant Date"), the Reporting Person was granted 30,904 non-qualified stock options (the "Options") at the exercise price of $0.193, which is the closing price of the Issuer's common stock on the Grant Date. The Options shall vest in 1/36 per month over three years, commencing on the Grant Date. 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.