Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Outlook Therapeutics, Inc.OTLK · Entity 608 | Director · Chief Executive Officer | August 14, 2026 | August 15, 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.
Outlook Therapeutics, Inc.
Report date August 14, 2026 · Filed August 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 151,515 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Purchase · Acquired 151,515 · Balance 151,515 F1: On August 14, 2026, the reporting person acquired 151,515 shares of common stock and accompanying warrants to purchase 151,515 shares of common stock in the Issuer's underwritten public offering of shares of common stock and accompanying warrants for a combined public offering price of $0.99 per share of common stock and accompanying warrant. |
| Warrants (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.10 · Expires 2031-08-14 | Direct | 151,515 |
Reported balance
After 2026-08-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-14 · Purchase · Acquired 151,515 · Balance 151,515 F2: The warrants were exercisable immediately upon issuance and expire five years from the date of issuance, on August 14, 2031. F1: On August 14, 2026, the reporting person acquired 151,515 shares of common stock and accompanying warrants to purchase 151,515 shares of common stock in the Issuer's underwritten public offering of shares of common stock and accompanying warrants for a combined public offering price of $0.99 per share of common stock and accompanying warrant. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 14, 2026, the reporting person acquired 151,515 shares of common stock and accompanying warrants to purchase 151,515 shares of common stock in the Issuer's underwritten public offering of shares of common stock and accompanying warrants for a combined public offering price of $0.99 per share of common stock and accompanying warrant.
F2: The warrants were exercisable immediately upon issuance and expire five years from the date of issuance, on August 14, 2031.
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 14, 2026 Filed Aug 15, 2026 00:57 UTC | Outlook Therapeutics, Inc. OTLK · Entity 608 | PurchaseWarrants (right to buy) · Derivative | 151,515 | Not disclosed Strike: $1.10 | Not disclosed |
DisclosureSEC source: 0001104659-26-097406 · tm2623340-2_4seq1.xml · derivative · entry 2 Jahr Robert Charles · CIK 0002076177 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,515 Underlying: Common Stock · 151,515 shares Expires 2031-08-14 F2 · security: The warrants were exercisable immediately upon issuance and expire five years from the date of issuance, on August 14, 2031. F1 · price: On August 14, 2026, the reporting person acquired 151,515 shares of common stock and accompanying warrants to purchase 151,515 shares of common stock in the Issuer's underwritten public offering of shares of common stock and accompanying warrants for a combined public offering price of $0.99 per share of common stock and accompanying warrant. Read SEC document |
| August 14, 2026 Filed Aug 15, 2026 00:57 UTC | Outlook Therapeutics, Inc. OTLK · Entity 608 | PurchaseCommon Stock | 151,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-097406 · tm2623340-2_4seq1.xml · nonDerivative · entry 1 Jahr Robert Charles · CIK 0002076177 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,515 F1 · price: On August 14, 2026, the reporting person acquired 151,515 shares of common stock and accompanying warrants to purchase 151,515 shares of common stock in the Issuer's underwritten public offering of shares of common stock and accompanying warrants for a combined public offering price of $0.99 per share of common stock and accompanying warrant. Read SEC document |
| July 21, 2026 Filed Jul 23, 2026 23:34 UTC | Outlook Therapeutics, Inc. OTLK · Entity 608 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0001649989-26-000006 · primary_doc.xml · derivative · entry 1 Jahr Robert Charles · CIK 0002076177 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2036-07-21 F1 · derivative.exercise_date: The option was granted to Mr. Jahr on July 21, 2026, pursuant to the Issuer's 2024 Equity Incentive Plan and the Issuer's standard form of stock option agreement thereunder. The option vests and becomes exercisable in full on July 21, 2027, subject to Mr. Jahr's continuing service with the Issuer through such vesting date. Read SEC document |
| July 01, 2025 Filed Jul 9, 2025 21:17 UTC | Outlook Therapeutics, Inc. OTLK · Entity 608 | GrantStock Option (Right to Buy) · Derivative | 800,000 | $0.00 Strike: $1.58 | $0.00 |
DisclosureSEC source: 0001415889-25-019586 · form4-07092025_090745.xml · derivative · entry 1 Jahr Robert Charles · CIK 0002076177 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800,000 Underlying: Common Stock · 800,000 shares Expires 2035-07-01 F1 · derivative.exercise_date: 25% of the shares subject to the option will vest on July 1, 2026, with the remaining shares vesting in 36 equal monthly installments over the following three (3) years, subject to the Reporting Person's Continuous Service to the Issuer through each such vesting 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.