Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Tevogen Inc.TVGN · Entity 7276 | Director | September 11, 2026 | September 16, 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.
Tevogen Inc.
Report date September 11, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 139,192 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Grant · Acquired 75,000 · Balance 139,192 F1: Represents a grant of restricted stock under the Tevogen Inc. 2024 Omnibus Incentive Plan, which will vest ratably in three equal annual installments commencing on September 11, 2027, provided that the reporting person remains in service with the Issuer at such dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock under the Tevogen Inc. 2024 Omnibus Incentive Plan, which will vest ratably in three equal annual installments commencing on September 11, 2027, provided that the reporting person remains in service with the Issuer at such dates.
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 |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 16, 2026 00:04 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-001303 · form4.xml · nonDerivative · entry 1 Patton Curtis L. · CIK 0002011753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,192 F1 · shares: Represents a grant of restricted stock under the Tevogen Inc. 2024 Omnibus Incentive Plan, which will vest ratably in three equal annual installments commencing on September 11, 2027, provided that the reporting person remains in service with the Issuer at such dates. Read SEC document |
| July 10, 2026 Filed Jul 10, 2026 17:31 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000993 · form4.xml · nonDerivative · entry 1 Patton Curtis L. · CIK 0002011753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,192 F1 · shares: Represents a grant of restricted stock under the Tevogen Bio Holdings Inc. 2024 Omnibus Incentive Plan, which vests in three equal installments upon the earlier of each of (i) the first anniversary of the grant date and the Issuer having aggregate revenue of $50 million since the grant date, (ii) the second anniversary of the grant date and the Issuer having aggregate revenue of $100 million since the grant date, and (ii) the third anniversary of the grant date and the Issuer having aggregate revenue of $150 million since the grant date, provided that the reporting person remains in service with the Issuer on the applicable vesting date. Read SEC document |
| December 23, 2024 Filed Dec 26, 2024 18:35 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021221 · form4.xml · nonDerivative · entry 1 Patton Curtis L. · CIK 0002011753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,209,618 F1 · shares: Represents a grant of restricted stock units ("RSUs") under the Tevogen Bio Holdings Inc. 2024 Omnibus Incentive Plan, which will vest ratably in four equal annual installments beginning on January 1, 2025, provided that the reporting person remains in service with the Issuer at such dates. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 17:28 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 969,618 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-003495 · form4.xml · nonDerivative · entry 1 Patton Curtis L. · CIK 0002011753 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 969,618 F1 · price: On February 14, 2024, pursuant to that certain Agreement and Plan of Merger, dated as of June 28, 2023, by and among the Issuer, Semper Merger Sub, Inc., and Tevogen Bio Inc ("Tevogen"), each issued and outstanding share of common stock of Tevogen was automatically cancelled and converted into approximately 4.8481 shares of the common stock of 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.