Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORUM MARKETS IncATNF · Entity 7020 | CFO | September 04, 2023 | September 06, 2023 |
| Niagen Bioscience, Inc.NAGE · Entity 6146 | Chief Financial Officer | June 30, 2026 | July 08, 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.
FORUM MARKETS Inc
Report date September 04, 2023 · Filed September 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.67 · Expires 2033-09-04 | Direct | 15,000 |
Reported balance
After 2023-09-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-04 · Grant · Acquired 15,000 · Balance 15,000 F1: The Stock Options were granted to the Reporting Person pursuant to the Issuer's First Amended and Restated 2022 Omnibus Incentive Plan in consideration for services to be rendered as Chief Financial Officer. Exempt from Section 16(b) pursuant to Rule 16b-3. F2: The options vest at the rate of 1/12th of such options ratably on a monthly basis over the following 12 months on the last day of each calendar month (beginning September 30, 2023), subject to the Reporting Person's continued service to the Company on such vesting dates. |
| Common StockSEC Table I · non-derivative | Direct | 8,983.077 |
Reported balance
Holding disclosure · report date 2023-09-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,983.077 |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Options were granted to the Reporting Person pursuant to the Issuer's First Amended and Restated 2022 Omnibus Incentive Plan in consideration for services to be rendered as Chief Financial Officer. Exempt from Section 16(b) pursuant to Rule 16b-3.
F2: The options vest at the rate of 1/12th of such options ratably on a monthly basis over the following 12 months on the last day of each calendar month (beginning September 30, 2023), subject to the Reporting Person's continued service to the Company on such vesting dates.
Niagen Bioscience, Inc.
Report date June 30, 2026 · Filed July 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,627.159 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 4,255 · Balance 11,627.159 F1: Shares acquired pursuant to the Issuer's Employee Stock Purchase Plan. The acquisition is exempt under Rule 16b-3(c) and 16b-3(d). |
| Common StockSEC Table I · non-derivative | IndirectThe reported securities are held by the reporting person's spouse. | 2,220.443 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,220.443 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the Issuer's Employee Stock Purchase Plan. The acquisition is exempt under Rule 16b-3(c) and 16b-3(d).
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 8, 2026 21:17 UTC | Niagen Bioscience, Inc. NAGE · Entity 6146 | GrantCommon Stock | 4,255 | $2.71 | $11,531.05 |
DisclosureSEC source: 0001834681-26-000001 · wk-form4_1783545455.xml · nonDerivative · entry 1 Pamir Ozan · CIK 0001834681 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,627.159 F1 · kind: Shares acquired pursuant to the Issuer's Employee Stock Purchase Plan. The acquisition is exempt under Rule 16b-3(c) and 16b-3(d). Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 21:46 UTC | Niagen Bioscience, Inc. NAGE · Entity 6146 | GrantEmployee Stock Options (right to buy) · Derivative | 62,131 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001628280-26-011160 · wk-form4_1771969576.xml · derivative · entry 1 Pamir Ozan · CIK 0001834681 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,131 Underlying: Common Stock · 62,131 shares Expires 2036-02-18 F1 · derivative.exercise_date: One-fourth of the shares subject to the option shall vest on each anniversary of the grant date. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 13:23 UTC | Niagen Bioscience, Inc. NAGE · Entity 6146 | PurchaseCommon Stock | 2,220.443 | $6.85 | $15,210.03 |
DisclosureSEC source: 0001834681-25-000005 · wk-form4_1763385804.xml · nonDerivative · entry 2 Pamir Ozan · CIK 0001834681 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · The reported securities are held by the reporting person's spouse. Disclosed balance after: 2,220.443 Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 13:23 UTC | Niagen Bioscience, Inc. NAGE · Entity 6146 | PurchaseCommon Stock | 4,464.962 | $6.81 | $30,406.39 |
DisclosureSEC source: 0001834681-25-000005 · wk-form4_1763385804.xml · nonDerivative · entry 1 Pamir Ozan · CIK 0001834681 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,372.159 F1 · price: The weighted average purchase price for the transaction reported was $6.81, and the range of prices were between $6.7975 and $6.82, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased at each separate price within the range above will be provided. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 23:18 UTC | Niagen Bioscience, Inc. CDXC · Entity 6146 | GrantEmployee Stock Options (right to buy) · Derivative | 17,230 | $0.00 Strike: $5.48 | $0.00 |
DisclosureSEC source: 0001628280-25-005854 · wk-form4_1739575087.xml · derivative · entry 1 Pamir Ozan · CIK 0001834681 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,230 Underlying: Common Stock · 17,230 shares Expires 2035-02-11 F1 · derivative.exercise_date: One-third of the shares subject to the option shall vest on February 12, 2026 and the remaining shares subject to the option shall vest in a series of 24 equal monthly installments thereafter. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 12:28 UTC | Niagen Bioscience, Inc. CDXC · Entity 6146 | PurchaseCommon Stock | 2,907.197 | $7.36 | $21,396.97 |
DisclosureSEC source: 0001628280-24-049079 · wk-form4_1732537730.xml · nonDerivative · entry 1 Pamir Ozan · CIK 0001834681 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,907.197 F1 · price: The weighted average purchase price for the transaction reported was $7.36, and the range of prices were between $7.345 and $7.36, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased at each separate price within the range above will be provided. Read SEC document |
| October 21, 2024 Filed Oct 23, 2024 21:04 UTC | Niagen Bioscience, Inc. CDXC · Entity 6146 | GrantEmployee Stock Options (right to buy) · Derivative | 146,544 | $0.00 Strike: $3.46 | $0.00 |
DisclosureSEC source: 0001628280-24-043462 · wk-form4_1729717442.xml · derivative · entry 1 Pamir Ozan · CIK 0001834681 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,544 Underlying: Common Stock · 146,544 shares Expires 2034-10-20 F1 · derivative.exercise_date: One-third of the shares subject to the option shall vest on October 21, 2025 and the remaining shares subject to the option shall vest in a series of 24 equal monthly installments thereafter. Read SEC document |
| September 04, 2023 Filed Sep 6, 2023 22:30 UTC | FORUM MARKETS Inc ATNF · Entity 7020 | GrantStock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $0.67 | $0.00 |
DisclosureSEC source: 0001213900-23-074485 · ownership.xml · derivative · entry 2 Pamir Ozan · CIK 0001834681 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2033-09-04 F1 · kind: The Stock Options were granted to the Reporting Person pursuant to the Issuer's First Amended and Restated 2022 Omnibus Incentive Plan in consideration for services to be rendered as Chief Financial Officer. Exempt from Section 16(b) pursuant to Rule 16b-3. F2 · derivative.exercise_date: The options vest at the rate of 1/12th of such options ratably on a monthly basis over the following 12 months on the last day of each calendar month (beginning September 30, 2023), subject to the Reporting Person's continued service to the Company on such vesting dates. Read SEC document |
| May 18, 2023 Filed May 19, 2023 12:30 UTC | FORUM MARKETS Inc ATNF · Entity 7020 | PurchaseCommon Stock | 5,162.077 | $1.01 | $5,213.70 |
DisclosureSEC source: 0001213900-23-041328 · ownership.xml · nonDerivative · entry 1 Pamir Ozan · CIK 0001834681 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,983.077 F1 · price: This transaction was executed in multiple trades at prices ranging from $0.9801 to $1.02, inclusive. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 13:31 UTC | FORUM MARKETS Inc ATNF · Entity 7020 | PurchaseCommon Stock | 3,800 | $3.87 | $14,706.00 |
DisclosureSEC source: 0001213900-21-064876 · ownership.xml · nonDerivative · entry 1 Pamir Ozan · CIK 0001834681 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,408 Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 21:31 UTC | FORUM MARKETS Inc ATNF · Entity 7020 | GrantStock Option (Right to Buy) · Derivative | 180,000 | $0.00 Strike: $4.43 | $0.00 |
DisclosureSEC source: 0001213900-21-013186 · ownership.xml · derivative · entry 2 Pamir Ozan · CIK 0001834681 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 180,000 shares Expires 2031-02-26 F1 · kind: The Stock Options were granted to the Reporting Person pursuant to the Issuer's 2020 Omnibus Incentive Plan in consideration for services to be rendered as Interim Chief Financial Officer. Exempt from Section 16(b) pursuant to Rule 16b-3. F2 · derivative.exercise_date: The options vest at the rate of (a) 1/5th of such options on the grant date; and (b) 4/5th of such options vesting ratably on a monthly basis over the following 36 months on the last day of each calendar month, subject to the Reporting Person's continued service to the Company on such vesting dates. 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.