Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BioXcel Therapeutics, Inc.BTAI · Entity 8380 | Director | August 12, 2026 | August 14, 2026 |
| Jefferson Capital, Inc. / DEJCAP · Entity 4848 | Director | March 18, 2026 | March 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.
BioXcel Therapeutics, Inc.
Report date August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.06 · Expires 2036-08-12 | Direct | 17,000 |
Reported balance
After 2026-08-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-12 · Grant · Acquired 17,000 · Balance 17,000 F1: The option vests and becomes exercisable as to 33% of the underlying shares on the first anniversary of the grant date, and the remaining shares vest in two equal annual installments thereafter on the second and third anniversary of the grant date, subject to the Reporting Person's continuous service with the Issuer through the relevant vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests and becomes exercisable as to 33% of the underlying shares on the first anniversary of the grant date, and the remaining shares vest in two equal annual installments thereafter on the second and third anniversary of the grant date, subject to the Reporting Person's continuous service with the Issuer through the relevant vesting dates.
Jefferson Capital, Inc. / DE
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.13 · Expires 2036-03-17 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The stock options vest as to 1/3rd of the shares annually, subject to continued service through the vest date. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.13 · Expires 2036-03-17 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: The stock options vest as to 1/3rd of the shares annually, subject to continued service through the vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options vest as to 1/3rd of the shares annually, subject to continued service through the vest 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 12, 2026 Filed Aug 14, 2026 23:00 UTC | BioXcel Therapeutics, Inc. BTAI · Entity 8380 | GrantStock Option (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $1.06 | $0.00 |
DisclosureSEC source: 0001104659-26-097388 · tm2623296-2_4seq1.xml · derivative · entry 1 Atkins Susan E. · CIK 0002111494 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,000 Underlying: Common Stock · 17,000 shares Expires 2036-08-12 F1 · derivative.exercise_date: The option vests and becomes exercisable as to 33% of the underlying shares on the first anniversary of the grant date, and the remaining shares vest in two equal annual installments thereafter on the second and third anniversary of the grant date, subject to the Reporting Person's continuous service with the Issuer through the relevant vesting dates. 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.