Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AYTU BIOPHARMA, INCAYTU · Entity 7560 | Director | July 28, 2026 | July 30, 2026 |
| TALPHERA, INC.TLPH · Entity 7102 | Director | June 22, 2026 | June 24, 2026 |
| Xtant Medical Holdings, Inc.XTNT · Entity 7196 | Director | August 15, 2026 | August 18, 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.
AYTU BIOPHARMA, INC
Report date July 28, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,500 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 10,000 · Balance 29,500 F1: Grant of restricted stock, which vest on July 28, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock, which vest on July 28, 2027.
TALPHERA, INC.
Report date June 22, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,412 |
Reported balance
After 2026-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 5,100 · Balance 12,412 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: 100% of the restricted stock units shall vest on the first anniversary of the grant date, subject to Reporting Person's continuous service to the Company. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.98 · Expires 2036-06-21 | Direct | 30,700 |
Reported balance
After 2026-06-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-22 · Grant · Acquired 30,700 · Balance 30,700 F3: 100% of the shares subject to the option shall vest on the one-year anniversary of the grant date, subject to the Reporting Person's continuous service to the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: 100% of the restricted stock units shall vest on the first anniversary of the grant date, subject to Reporting Person's continuous service to the Company.
F3: 100% of the shares subject to the option shall vest on the one-year anniversary of the grant date, subject to the Reporting Person's continuous service to the Company.
Xtant Medical Holdings, Inc.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 373,745 |
Reported balance
After 2026-08-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 215,517 · Balance 373,745 F1: These shares are subject to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and will vest on August 15, 2027, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. The settlement of the vested shares underlying the DSU award has been deferred and will occur at a later date pursuant to the terms of the DSU award agreement. Each DSU represents a contingent right to receive one share of the Issuer's common stock. F2: Includes 373,745 shares issuable upon settlement of DSUs granted under the Xtant Medial Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the respective vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are subject to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and will vest on August 15, 2027, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. The settlement of the vested shares underlying the DSU award has been deferred and will occur at a later date pursuant to the terms of the DSU award agreement. Each DSU represents a contingent right to receive one share of the Issuer's common stock.
F2: Includes 373,745 shares issuable upon settlement of DSUs granted under the Xtant Medial Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the respective vesting date.
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 15, 2026 Filed Aug 18, 2026 22:15 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 215,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001981291-26-000003 · primary_doc.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,745 F1 · shares: These shares are subject to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and will vest on August 15, 2027, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. The settlement of the vested shares underlying the DSU award has been deferred and will occur at a later date pursuant to the terms of the DSU award agreement. Each DSU represents a contingent right to receive one share of the Issuer's common stock. F2 · balance_after: Includes 373,745 shares issuable upon settlement of DSUs granted under the Xtant Medial Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the respective vesting date. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 20:31 UTC | AYTU BIOPHARMA, INC AYTU · Entity 7560 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-025077 · rdgdoc.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,500 F1 · shares: Grant of restricted stock, which vest on July 28, 2027. Read SEC document |
| June 22, 2026 Filed Jun 24, 2026 21:13 UTC | TALPHERA, INC. TLPH · Entity 7102 | GrantStock Option (Right to Buy) · Derivative | 30,700 | $0.00 Strike: $0.98 | $0.00 |
DisclosureSEC source: 0001981291-26-000002 · form4-06242026_090644.xml · derivative · entry 2 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,700 Underlying: Common Stock · 30,700 shares Expires 2036-06-21 F3 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the one-year anniversary of the grant date, subject to the Reporting Person's continuous service to the Company. Read SEC document |
| June 22, 2026 Filed Jun 24, 2026 21:13 UTC | TALPHERA, INC. TLPH · Entity 7102 | GrantCommon Stock | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001981291-26-000002 · form4-06242026_090644.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,412 F1 · security: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · shares: 100% of the restricted stock units shall vest on the first anniversary of the grant date, subject to Reporting Person's continuous service to the Company. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 22:11 UTC | Xtant Medical Holdings, Inc. XTNT · Entity 7196 | GrantCommon Stock | 158,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001981291-25-000007 · primary_doc.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,228 F1 · shares: These shares are subject to a deferred stock unit (DSU) award granted under the Xtant Medical Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan and will vest on November 15, 2026, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. The settlement of the vested shares underlying the DSU award has been deferred and will occur at a later date pursuant to the terms of the DSU award agreement. Each DSU represents a contingent right to receive one share of the Issuer's common stock. F2 · balance_after: Includes 158,228 shares issuable upon settlement of deferred stock units granted under the Xtant Medial Holdings, Inc. Amended and Restated 2023 Equity Incentive Plan, conditioned upon the Reporting Person remaining a director of Xtant through the vesting date. Read SEC document |
| October 23, 2025 Filed Oct 24, 2025 20:41 UTC | TALPHERA, INC. TLPH · Entity 7102 | GrantStock Option (Right to Buy) · Derivative | 25,600 | $0.00 Strike: $1.14 | $0.00 |
DisclosureSEC source: 0001981291-25-000006 · form4-10242025_081013.xml · derivative · entry 2 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,600 Underlying: Common Stock · 25,600 shares Expires 2035-10-22 F3 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the one-year anniversary of the grant date, subject to the Reporting Person's continuous service to the Company. Read SEC document |
| October 23, 2025 Filed Oct 24, 2025 20:41 UTC | TALPHERA, INC. TLPH · Entity 7102 | GrantCommon Stock | 4,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001981291-25-000006 · form4-10242025_081013.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,312 F1 · security: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · shares: 100% of the restricted stock units shall vest on the first anniversary of the grant date, subject to Reporting Person's continuous service to the Company. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 20:09 UTC | AYTU BIOPHARMA, INC AYTU · Entity 7560 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-030636 · rdgdoc.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,500 F1 · shares: Grant of restricted stock, which vest on October 3, 2026. Read SEC document |
| November 06, 2024 Filed Nov 9, 2024 01:27 UTC | AYTU BIOPHARMA, INC AYTU · Entity 7560 | GrantCommon Shares | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000912282-24-000760 · form4.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,500 F1 · shares: Grant of restricted shares, which vest on the earlier of November 6, 2025, or at the Issuer's next annual stockholder meeting. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 23:10 UTC | TALPHERA, INC. TLPH · Entity 7102 | GrantStock Option (Right to Buy) · Derivative | 13,044 | $0.00 Strike: $0.89 | $0.00 |
DisclosureSEC source: 0001415889-24-018072 · form4-06242024_110607.xml · derivative · entry 2 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,044 Underlying: Common Stock · 13,044 shares Expires 2034-06-23 F3 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the one-year anniversary of the grant date, subject to the Reporting Person's continuous service to the Company. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 23:10 UTC | TALPHERA, INC. TLPH · Entity 7102 | GrantCommon Stock | 2,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018072 · form4-06242024_110607.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,045 F1 · security: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · shares: 100% of the restricted stock units shall vest on the first anniversary of the grant date, subject to Reporting Person's continuous service to the Company. Read SEC document |
| January 22, 2024 Filed Jan 23, 2024 22:22 UTC | TALPHERA, INC. TLPH · Entity 7102 | GrantStock Option (Right to Buy) · Derivative | 5,228 | $0.00 Strike: $0.91 | $0.00 |
DisclosureSEC source: 0001209191-24-002098 · doc4.xml · derivative · entry 2 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,228 Underlying: Common Stock · 5,228 shares Expires 2034-01-22 F3 · derivative.exercise_date: The shares subject to the option vest as follows: 33% of the shares subject to the option vest on the one year anniversary of the Vesting Commencement Date and the remaining shares subject to the option vest on an equal monthly basis over the following 24 months. Read SEC document |
| January 22, 2024 Filed Jan 23, 2024 22:22 UTC | TALPHERA, INC. TLPH · Entity 7102 | GrantCommon Stock | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002098 · doc4.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 871 F1 · security: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · shares: The restricted stock units shall vest in three equal consecutive annual installments on January 22, 2025, January 22, 2026 and January 22, 2027. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 22:27 UTC | AYTU BIOPHARMA, INC AYTU · Entity 7560 | GrantCommon Shares | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000912282-23-000317 · form4.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,000 F1 · shares: Grant of restricted shares, which vest as follows: 1/3 on June 14, 2024, with the remaining restricted shares vesting in eight equal installments every three months, beginning on September 14, 2024. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 23:49 UTC | AYTU BIOPHARMA, INC AYTU · Entity 7560 | GrantCommon Shares | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000912282-23-000303 · form4.xml · nonDerivative · entry 1 JAIN ABHINAV · CIK 0001981291 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 F1 · shares: Grant of restricted shares, which vest as follows: 1/3 on August 11, 2024, with the remaining restricted shares vesting in eight equal installments every three months, beginning on November 11, 2024. 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.