Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACTUATE THERAPEUTICS, INC.ACTU · Entity 7370 | Director · President, CEO and Director | August 14, 2026 | August 14, 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.
ACTUATE THERAPEUTICS, INC.
Report date August 14, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 422,237 |
Reported balance
After 2026-08-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-14 · Exercise / conversion · Acquired 272,056 · Balance 422,237 F3: Represents the issuance of 272,056 shares of common stock from the vesting and settlement of 272,056 RSUs, which number excludes the withholding of 120,521 shares by Issuer to satisfy federal and state withholding taxes due at settlement (see Note 1). F4: Each restricted stock unit represents a contingent right to receive one share of common stock. |
| Common StockSEC Table I · non-derivative | Direct | 301,716 |
Reported balance
After 2026-08-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-14 · Tax withholding · Disposed 120,521 · Balance 301,716 F1: Represents 120,521 shares of common stock withheld by Issuer to satisfy federal and state withholding taxes owed by holder upon the settlement of restricted stock units ("RSUs"). F2: Represents the closing price of Issuer's common stock on August 14, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-14 · Exercise / conversion · Disposed 272,056 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of common stock. F5: 544,111 restricted stock units were granted upon the closing of the issuer's initial public offering on August 14, 2024, of which, 272,055 vested on August 14, 2025 (and settled on February 13, 2026) and 272,056 vested on August 14, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy The Schmitt Family Irrevocable Trust, dated December 31, 2019 | 564,071 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 564,071 F6: Represents shares held by The Schmitt Family Irrevocable Trust, dated December 31, 2019, of which the reporting person is trustee (the "Schmitt Family Trust"). |
| Common StockSEC Table I · non-derivative | IndirectBy The Andrew Schmitt Irrevocable Trust, dated December 31, 2019 | 22,223 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 22,223 F7: Represents shares held by The Andrew Schmitt Irrevocable Trust, dated December 31, 2019, of which the reporting person is trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy The Anna Schmitt Irrevocable Trust, dated December 31, 2019 | 22,223 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 22,223 F8: Represents shares held by The Anna Schmitt Irrevocable Trust, dated December 31, 2019, of which the reporting person is trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy The Edward Schmitt Irrevocable Trust, dated December 31, 2019 | 22,223 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 22,223 F9: Represents shares held by The Edward Schmitt Irrevocable Trust, dated December 31, 2019, of which the reporting person is trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 120,521 shares of common stock withheld by Issuer to satisfy federal and state withholding taxes owed by holder upon the settlement of restricted stock units ("RSUs").
F2: Represents the closing price of Issuer's common stock on August 14, 2026.
F3: Represents the issuance of 272,056 shares of common stock from the vesting and settlement of 272,056 RSUs, which number excludes the withholding of 120,521 shares by Issuer to satisfy federal and state withholding taxes due at settlement (see Note 1).
F4: Each restricted stock unit represents a contingent right to receive one share of common stock.
F5: 544,111 restricted stock units were granted upon the closing of the issuer's initial public offering on August 14, 2024, of which, 272,055 vested on August 14, 2025 (and settled on February 13, 2026) and 272,056 vested on August 14, 2026.
F6: Represents shares held by The Schmitt Family Irrevocable Trust, dated December 31, 2019, of which the reporting person is trustee (the "Schmitt Family Trust").
F7: Represents shares held by The Andrew Schmitt Irrevocable Trust, dated December 31, 2019, of which the reporting person is trustee.
F8: Represents shares held by The Anna Schmitt Irrevocable Trust, dated December 31, 2019, of which the reporting person is trustee.
F9: Represents shares held by The Edward Schmitt Irrevocable Trust, dated December 31, 2019, of which the reporting person is trustee.
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 14, 2026 21:00 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | Exercise / conversionRestricted Stock Units · Derivative | 272,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-006493 · ownership.xml · derivative · entry 7 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 272,056 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F4 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. F5 · derivative.exercise_date: 544,111 restricted stock units were granted upon the closing of the issuer's initial public offering on August 14, 2024, of which, 272,055 vested on August 14, 2025 (and settled on February 13, 2026) and 272,056 vested on August 14, 2026. F5 · derivative.expiration_date: 544,111 restricted stock units were granted upon the closing of the issuer's initial public offering on August 14, 2024, of which, 272,055 vested on August 14, 2025 (and settled on February 13, 2026) and 272,056 vested on August 14, 2026. Read SEC document |
| August 14, 2026 Filed Aug 14, 2026 21:00 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | Tax withholdingCommon Stock | 120,521 | $1.01 | $121,726.21 |
DisclosureSEC source: 0001683168-26-006493 · ownership.xml · nonDerivative · entry 2 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,716 F1 · shares: Represents 120,521 shares of common stock withheld by Issuer to satisfy federal and state withholding taxes owed by holder upon the settlement of restricted stock units ("RSUs"). F2 · price: Represents the closing price of Issuer's common stock on August 14, 2026. F1 · balance_after: Represents 120,521 shares of common stock withheld by Issuer to satisfy federal and state withholding taxes owed by holder upon the settlement of restricted stock units ("RSUs"). Read SEC document |
| August 14, 2026 Filed Aug 14, 2026 21:00 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | Exercise / conversionCommon Stock | 272,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-006493 · ownership.xml · nonDerivative · entry 1 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 422,237 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents the issuance of 272,056 shares of common stock from the vesting and settlement of 272,056 RSUs, which number excludes the withholding of 120,521 shares by Issuer to satisfy federal and state withholding taxes due at settlement (see Note 1). F4 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. F3 · balance_after: Represents the issuance of 272,056 shares of common stock from the vesting and settlement of 272,056 RSUs, which number excludes the withholding of 120,521 shares by Issuer to satisfy federal and state withholding taxes due at settlement (see Note 1). Read SEC document |
| April 01, 2026 Filed Apr 1, 2026 21:19 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | GrantEmployee Stock Option (right to buy) · Derivative | 237,000 | $0.00 Strike: $2.49 | $0.00 |
DisclosureSEC source: 0001683168-26-002582 · ownership.xml · derivative · entry 1 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,000 Underlying: Common Stock · 237,000 shares Expires 2036-04-01 F1 · derivative.exercise_date: Options will vest as to 25% on April 1, 2027 with the remaining 75% vesting in equal monthly installments during the 36 months following the first anniversary of the grant date. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 23:10 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | Exercise / conversionRestricted Stock Units · Derivative | 272,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-001039 · ownership.xml · derivative · entry 7 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,056 Underlying: Common Stock · 272,055 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F4 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. F5 · derivative.exercise_date: 544,111 restricted stock units were granted upon the closing of the issuer's initial public offering on August 14, 2024, of which, 272,055 vested on August 14, 2025 (and settled on February 13, 2026) and 272,056 vest on August 14, 2026. F5 · derivative.expiration_date: 544,111 restricted stock units were granted upon the closing of the issuer's initial public offering on August 14, 2024, of which, 272,055 vested on August 14, 2025 (and settled on February 13, 2026) and 272,056 vest on August 14, 2026. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 23:10 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | Tax withholdingCommon Stock | 121,874 | $4.33 | $527,714.42 |
DisclosureSEC source: 0001683168-26-001039 · ownership.xml · nonDerivative · entry 2 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,181 F1 · shares: Represents 121,874 shares of common stock withheld by Issuer to satisfy federal and state withholding taxes owed by holder upon the settlement of restricted stock units ("RSUs"). F2 · price: Represents the closing price of Issuer's common stock on February 13, 2026. F1 · balance_after: Represents 121,874 shares of common stock withheld by Issuer to satisfy federal and state withholding taxes owed by holder upon the settlement of restricted stock units ("RSUs"). Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 23:10 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | Exercise / conversionCommon Stock | 272,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-001039 · ownership.xml · nonDerivative · entry 1 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,055 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents the issuance of 272,055 shares of common stock from the vesting and settlement of 272,055 RSUs, which number excludes the withholding of 121,874 shares by Issuer to satisfy federal and state withholding taxes due at settlement (see Note 1). F4 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. F3 · balance_after: Represents the issuance of 272,055 shares of common stock from the vesting and settlement of 272,055 RSUs, which number excludes the withholding of 121,874 shares by Issuer to satisfy federal and state withholding taxes due at settlement (see Note 1). Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 17:44 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | GrantEmployee Stock Option (right to buy) · Derivative | 204,285 | $0.00 Strike: $6.70 | $0.00 |
DisclosureSEC source: 0001683168-25-002212 · ownership.xml · derivative · entry 2 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,285 Underlying: Common Stock · 204,285 shares Expires 2035-03-31 F2 · derivative.exercise_date: Options will vest as to 25% on August 14, 2025 with the remaining 75% vesting in equal monthly installments during the 36 months thereafter. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 17:44 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | GrantEmployee Stock Option (right to buy) · Derivative | 66,503 | $0.00 Strike: $6.70 | $0.00 |
DisclosureSEC source: 0001683168-25-002212 · ownership.xml · derivative · entry 1 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,503 Underlying: Common Stock · 66,503 shares Expires 2035-03-31 F1 · derivative.exercise_date: Options will vest as to 25% on April 1, 2026 with the remaining 75% vesting in equal monthly installments during the 36 months following the first anniversary of the grant date. Read SEC document |
| August 14, 2024 Filed Aug 14, 2024 23:29 UTC | ACTUATE THERAPEUTICS, INC. ACTU · Entity 7370 | GrantRestricted Stock Units · Derivative | 544,111 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-089795 · tm2421559-7_4seq1.xml · derivative · entry 1 SCHMITT DANIEL M · CIK 0001318470 · Director · President, CEO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 544,111 shares Expires not disclosed F1 · derivative.exercise_date: 544,111 restricted stock units granted upon the closing of the issuer's initial public offering on August 14, 2024, 50% of which vest on the first anniversary of the closing of such transaction and 50% of which vest on the second anniversary of the closing of such transaction. F1 · derivative.expiration_date: 544,111 restricted stock units granted upon the closing of the issuer's initial public offering on August 14, 2024, 50% of which vest on the first anniversary of the closing of such transaction and 50% of which vest on the second anniversary of the closing of such transaction. 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.