Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Tevogen Inc.TVGN · Entity 7276 | Director · Chief Executive Officer · 10% owner | September 14, 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 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,705,689 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 8,000,000 · Balance 11,705,689 F1: Represents a grant of restricted stock under the Tevogen Inc. (the "Company") 2024 Omnibus Incentive Plan, which will vest only upon written certification by the Company's Board of Directors that the Company has achieved $1.0 billion in aggregate revenue during the period from September 14, 2026 through September 30, 2031 (the "Performance Period"). The shares will automatically be forfeited in the event such revenue threshold is not met during Performance Period, upon termination of the Reporting Person's service with the Company for any reason, if it is determined that the Reporting Person has engaged in certain misconduct or competitive activities with the Company, in the event of transfer or attempted transfer prior to vesting, or if the award is not assumed in connection with a change in control. |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 3,878 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,878 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock under the Tevogen Inc. (the "Company") 2024 Omnibus Incentive Plan, which will vest only upon written certification by the Company's Board of Directors that the Company has achieved $1.0 billion in aggregate revenue during the period from September 14, 2026 through September 30, 2031 (the "Performance Period"). The shares will automatically be forfeited in the event such revenue threshold is not met during Performance Period, upon termination of the Reporting Person's service with the Company for any reason, if it is determined that the Reporting Person has engaged in certain misconduct or competitive activities with the Company, in the event of transfer or attempted transfer prior to vesting, or if the award is not assumed in connection with a change in control.
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 14, 2026 Filed Sep 16, 2026 23:54 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 8,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-001313 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,705,689 F1 · shares: Represents a grant of restricted stock under the Tevogen Inc. (the "Company") 2024 Omnibus Incentive Plan, which will vest only upon written certification by the Company's Board of Directors that the Company has achieved $1.0 billion in aggregate revenue during the period from September 14, 2026 through September 30, 2031 (the "Performance Period"). The shares will automatically be forfeited in the event such revenue threshold is not met during Performance Period, upon termination of the Reporting Person's service with the Company for any reason, if it is determined that the Reporting Person has engaged in certain misconduct or competitive activities with the Company, in the event of transfer or attempted transfer prior to vesting, or if the award is not assumed in connection with a change in control. Read SEC document |
| July 10, 2026 Filed Jul 10, 2026 21:31 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 1,220,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000995 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,705,689 F1 · shares: Represents a grant of restricted stock under the Tevogen Bio Holdings Inc. 2024 Omnibus Incentive Plan, which will vest ratably in four equal annual installments commencing on July 10, 2033, provided that the reporting person remains in service with the Issuer at such dates. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 22:43 UTC | Tevogen Inc. TVGN · Entity 7276 | GiftCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-25-000765 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,284,453.322 F1 · kind: Represents a gift of 50,000 shares of common stock to Mount Bethel Volunteer Fire Company 1, which is a charitable entity. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 23:51 UTC | Tevogen Inc. TVGN · Entity 7276 | GiftCommon Stock | 460,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-25-000755 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,334,453.322 F1 · kind: Represents a gift of 230,000 shares of common stock to each of Shrimad Rajchandra Love and Care USA, Inc. and Warren Township Honorary P.B.A., Inc., which are charitable entities. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 20:59 UTC | Tevogen Inc. TVGN · Entity 7276 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-014586 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,794,453.322 F1 · kind: Represents a gift of 10,000 shares of common stock to each of Opportunity Project, Inc. and Warren Township Honorary P.B.A., Inc., which are charitable entities. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 20:49 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 8,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012333 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,814,453.322 F1 · shares: Represents a grant of restricted stock under the Tevogen Bio Holdings Inc. 2024 Omnibus Incentive Plan, which will vest ratably in four equal annual installments commencing on June 27, 2032, provided that the reporting person remains in service with the Issuer at such dates. Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 23:13 UTC | Tevogen Inc. TVGN · Entity 7276 | SaleCommon Stock | 1,438,206 | $1.23 | $1,768,993.38 |
DisclosureSEC source: 0001062993-25-011293 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,814,453.322 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.10 to $1.425, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:29 UTC | Tevogen Inc. TVGN · Entity 7276 | PurchaseCommon Stock | 2,607.322 | $0.77 | $2,000.08 |
DisclosureSEC source: 0001062993-24-012192 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,252,659.322 F1 · price: The price reported in Column 4 represents a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.7635 to $0.7671, inclusive. The reporting person undertakes to provide to Tevogen Bio Holdings Inc., any security holder of Tevogen Bio Holdings Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:28 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 193,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-003494 · form4.xml · nonDerivative · entry 3 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By wife Disclosed balance after: 193,923 F3 · price: On the Effective Date, each RSU with respect to shares of Tevogen common stock (each a "Tevogen RSU") that was then unvested was automatically canceled and converted into an award under the Tevogen Bio Holdings Inc. 2024 Omnibus Incentive Plan with respect to a number of RSUs to be settled in the common stock of the Issuer equal to the product, rounded up to the nearest whole number, of (i) the number of shares of Tevogen common stock subject to the Tevogen RSU as of immediately prior to the Effective Time, multiplied by (ii) the Exchange Ratio. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:28 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 19,348,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-003494 · form4.xml · nonDerivative · entry 2 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,250,052 F2 · kind: Represents an award of restricted stock units ("RSUs") on the Effective Date, which vested immediately upon grant into shares of restricted stock. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:28 UTC | Tevogen Inc. TVGN · Entity 7276 | GrantCommon Stock | 98,901,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-003494 · form4.xml · nonDerivative · entry 1 Saadi Ryan H. · CIK 0002011728 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,901,098 F1 · price: On February 14, 2024 (the "Effective Date"), 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 ("Tevogen common stock") was automatically cancelled and converted into approximately 4.8481 (the "Exchange Ratio") 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.