Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Oncotelic Therapeutics, Inc.OTLC · Entity 7822 | CBO | July 10, 2026 | July 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.
Oncotelic Therapeutics, Inc.
Report date July 10, 2026 · Filed July 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,500 |
Reported balance
After 2026-07-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-10 · Grant · Acquired 1,500 · Balance 1,500 F1: On July 10, 2026, the reporting person was granted 1,500 restricted stock units ("RSUs"), subject to performance and time-based vesting. On vesting each RSU will immediately be settled by delivery of, and each RSU represents the contingent right to receive, one share of the issuer's Series A Convertible Preferred Stock, par value $0.01. Each share of Series A Convertible Preferred Stock, in turn, is convertible into 1,000 shares of the issuer's common stock, par value $0.01 per share. F2: The RSU's will vest upon (a) achievement of an uplisting of the issuer's common stock to a national securities exchange on or before June 30, 2027 (or such later date as the Board of Directors may approve), subject to the reporting person's continued service for a period of six months following the uplisting. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 10, 2026, the reporting person was granted 1,500 restricted stock units ("RSUs"), subject to performance and time-based vesting. On vesting each RSU will immediately be settled by delivery of, and each RSU represents the contingent right to receive, one share of the issuer's Series A Convertible Preferred Stock, par value $0.01. Each share of Series A Convertible Preferred Stock, in turn, is convertible into 1,000 shares of the issuer's common stock, par value $0.01 per share.
F2: The RSU's will vest upon (a) achievement of an uplisting of the issuer's common stock to a national securities exchange on or before June 30, 2027 (or such later date as the Board of Directors may approve), subject to the reporting person's continued service for a period of six months following the uplisting.
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 |
|---|---|---|---|---|---|---|
| July 10, 2026 Filed Jul 14, 2026 20:00 UTC | Oncotelic Therapeutics, Inc. OTLC · Entity 7822 | GrantRestricted stock Units · Derivative | 1,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-033168 · ownership.xml · derivative · entry 1 Saund Saran · CIK 0001834417 · CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Series A Preferred Stock · 1,500 shares Expires not disclosed F1 · security: On July 10, 2026, the reporting person was granted 1,500 restricted stock units ("RSUs"), subject to performance and time-based vesting. On vesting each RSU will immediately be settled by delivery of, and each RSU represents the contingent right to receive, one share of the issuer's Series A Convertible Preferred Stock, par value $0.01. Each share of Series A Convertible Preferred Stock, in turn, is convertible into 1,000 shares of the issuer's common stock, par value $0.01 per share. F2 · derivative.exercise_date: The RSU's will vest upon (a) achievement of an uplisting of the issuer's common stock to a national securities exchange on or before June 30, 2027 (or such later date as the Board of Directors may approve), subject to the reporting person's continued service for a period of six months following the uplisting. F2 · derivative.expiration_date: The RSU's will vest upon (a) achievement of an uplisting of the issuer's common stock to a national securities exchange on or before June 30, 2027 (or such later date as the Board of Directors may approve), subject to the reporting person's continued service for a period of six months following the uplisting. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 21:00 UTC | Oncotelic Therapeutics, Inc. OTLC · Entity 7822 | GrantStock Options · Derivative | 675,000 | $0.00 Strike: $0.14 | $0.00 |
DisclosureSEC source: 0001493152-21-022217 · ownership.xml · derivative · entry 1 Saund Saran · CIK 0001834417 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,000 Underlying: Common Stock · 675,000 shares Expires 2031-09-03 F1 · derivative.exercise_date: Stock Options vest as follows: (i) 50% of the options will vest upon the consummation of a qualifying joint venture agreement, licensing agreement, or acquisition transaction (a "Corporate Transaction"); (ii) The remaining 50% on the one-year anniversary of the consummation of a Corporate Transaction. Read SEC document |
| July 08, 2021 Filed Jul 16, 2021 21:35 UTC | Oncotelic Therapeutics, Inc. OTLC · Entity 7822 | GrantStock Options · Derivative | 216,279 | $0.00 Strike: $0.16 | $0.00 |
DisclosureSEC source: 0001493152-21-017102 · ownership.xml · derivative · entry 4 Saund Saran · CIK 0001834417 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,279 Underlying: Common Stock · 216,279 shares Expires 2031-07-08 F4 · shares: Stock options granted pursuant to the Issuer's 2015 Equity Incentive Plan, which vest immediately on the date of grant. Read SEC document |
| July 08, 2021 Filed Jul 16, 2021 21:35 UTC | Oncotelic Therapeutics, Inc. OTLC · Entity 7822 | GrantCommon Stock | 102,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-017102 · ownership.xml · nonDerivative · entry 2 Saund Saran · CIK 0001834417 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,457,480 F2 · shares: Shares were issued in settlement of Restricted Stock Units granted pursuant to the Issuer's 2015 Equity Incentive Plan that vested immediately upon grant. Read SEC document |
| March 31, 2021 Filed Jul 16, 2021 21:35 UTC | Oncotelic Therapeutics, Inc. OTLC · Entity 7822 | ConversionSeries A Convertible Preferred Stock · Derivative | 16,355 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-21-017102 · ownership.xml · derivative · entry 3 Saund Saran · CIK 0001834417 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,354,961 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. F1 · derivative.exercise_price: Pursuant to the Agreement and Plan of Merger dated August 17, 2019, as amended November 1, 2019, between the Issuer and PointR Data Inc., (the "Merger"), shares of the Issuer's Series A Convertible Preferred Stock ("Series A Preferred") held by the reporting person converted into shares of the Issuer's common stock, following a recapitalization by the Issuer. F1 · price: Pursuant to the Agreement and Plan of Merger dated August 17, 2019, as amended November 1, 2019, between the Issuer and PointR Data Inc., (the "Merger"), shares of the Issuer's Series A Convertible Preferred Stock ("Series A Preferred") held by the reporting person converted into shares of the Issuer's common stock, following a recapitalization by the Issuer. F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger dated August 17, 2019, as amended November 1, 2019, between the Issuer and PointR Data Inc., (the "Merger"), shares of the Issuer's Series A Convertible Preferred Stock ("Series A Preferred") held by the reporting person converted into shares of the Issuer's common stock, following a recapitalization by the Issuer. F3 · derivative.expiration_date: Shares of the Series A Convertible Preferred Stock does not expire. Read SEC document |
| March 31, 2021 Filed Jul 16, 2021 21:35 UTC | Oncotelic Therapeutics, Inc. OTLC · Entity 7822 | ConversionCommon Stock | 16,354,961 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-21-017102 · ownership.xml · nonDerivative · entry 1 Saund Saran · CIK 0001834417 · CHIEF BUSINESS OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,354,961 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. F1 · price: Pursuant to the Agreement and Plan of Merger dated August 17, 2019, as amended November 1, 2019, between the Issuer and PointR Data Inc., (the "Merger"), shares of the Issuer's Series A Convertible Preferred Stock ("Series A Preferred") held by the reporting person converted into shares of the Issuer's common stock, following a recapitalization by the Issuer. 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.