Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BioCardia, Inc.BCDA · Entity 7752 | Director | July 06, 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.
BioCardia, Inc.
Report date July 06, 2026 · Filed July 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.20 · Expires 2036-07-06 | Direct | 23,313 |
Reported balance
After 2026-07-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-06 · Grant · Acquired 8,000 · Balance 23,313 F1: One hundred percent of the shares are subject to the option vesting and becoming exercisable on the one-year anniversary of the date of grant, subject to the Reporting Person continuing as a service provider through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: One hundred percent of the shares are subject to the option vesting and becoming exercisable on the one-year anniversary of the date of grant, subject to the Reporting Person continuing as a service provider through such date.
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 06, 2026 Filed Jul 8, 2026 01:45 UTC | BioCardia, Inc. BCDA · Entity 7752 | GrantStock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $1.20 | $0.00 |
DisclosureSEC source: 0001437749-26-022964 · rdgdoc.xml · derivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,313 Underlying: Common stock · 8,000 shares Expires 2036-07-06 F1 · derivative.exercise_date: One hundred percent of the shares are subject to the option vesting and becoming exercisable on the one-year anniversary of the date of grant, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| December 08, 2025 Filed Dec 11, 2025 02:53 UTC | BioCardia, Inc. BCDA · Entity 7752 | GrantStock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $1.37 | $0.00 |
DisclosureSEC source: 0001437749-25-037472 · rdgdoc.xml · derivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,313 Underlying: Common Stock · 12,000 shares Expires 2035-12-08 F1 · derivative.exercise_date: One hundred percent of the shares are subject to the option vesting and becoming exercisable on the one-year anniversary of the date of grant, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| October 11, 2024 Filed Oct 17, 2024 01:54 UTC | BioCardia, Inc. BCDA · Entity 7752 | GrantStock Option (right to buy) · Derivative | 829 | $0.00 Strike: $2.65 | $0.00 |
DisclosureSEC source: 0001437749-24-031405 · rdgdoc.xml · derivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,313 Underlying: Common stock · 829 shares Expires 2034-10-11 F1 · derivative.exercise_date: One hundred percent of the shares subject to the option vest and become exercisable on the one-year anniversary of the date of grant, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| September 30, 2024 Filed Sep 5, 2024 16:40 UTC | BioCardia, Inc. BCDA · Entity 7752 | GrantWarrant (right to buy) · Derivative | 50,000 | Not disclosed Strike: $3.00 | Not disclosed |
DisclosureSEC source: 0001437749-24-028508 · rdgdoc.xml · derivative · entry 4 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2029-09-03 F1 · shares: These shares were purchased from the Issuer in a public offering that closed on September 3, 2024, wherein the Reporting Person received one share of common stock together with one warrant to purchase a share of common stock for each share of common stock purchased. F1 · price: These shares were purchased from the Issuer in a public offering that closed on September 3, 2024, wherein the Reporting Person received one share of common stock together with one warrant to purchase a share of common stock for each share of common stock purchased. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 16:40 UTC | BioCardia, Inc. BCDA · Entity 7752 | GrantCommon Stock | 50,000 | $3.00 | $150,000.00 |
DisclosureSEC source: 0001437749-24-028508 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,661 F1 · shares: These shares were purchased from the Issuer in a public offering that closed on September 3, 2024, wherein the Reporting Person received one share of common stock together with one warrant to purchase a share of common stock for each share of common stock purchased. Read SEC document |
| October 18, 2023 Filed Oct 19, 2023 21:02 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantStock Option (right to buy) · Derivative | 12,434 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0001437749-23-028620 · rdgdoc.xml · derivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,302 Underlying: Common stock · 12,434 shares Expires 2033-10-18 F1 · derivative.exercise_date: One hundred percent of the shares subject to the option vest and become exercisable on the one-year anniversary of the date of grant, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 00:29 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 64,212 | $2.34 | $149,999.23 |
DisclosureSEC source: 0001437749-23-018551 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 894,743 F1 · shares: These shares were purchased from the Issuer in a registered direct offering that closed on June 23, 2023. Read SEC document |
| December 16, 2022 Filed Dec 19, 2022 13:02 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 148,809 | $1.68 | $249,999.12 |
DisclosureSEC source: 0001437749-22-029318 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,531 F1 · shares: These shares were purchased from the Issuer in a private placement that closed on December 16, 2022. Read SEC document |
| June 10, 2022 Filed Sep 30, 2022 21:02 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantStock Option (right to buy) · Derivative | 12,434 | $0.00 Strike: $1.44 | $0.00 |
DisclosureSEC source: 0001437749-22-023325 · rdgdoc.xml · derivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,868 Underlying: Common stock · 12,434 shares Expires 2032-06-10 F1 · derivative.exercise_date: One hundred percent of the shares subject to the option vest and become exercisable on the one-year anniversary of the date of grant. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 00:48 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantStock Option (right to buy) · Derivative | 12,434 | $0.00 Strike: $4.43 | $0.00 |
DisclosureSEC source: 0001437749-21-014879 · rdgdoc.xml · derivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,434 Underlying: Common stock · 12,434 shares Expires 2031-06-15 F1 · derivative.exercise_date: One hundred percent of the shares subject to the option vest and become exercisable on the one-year anniversary of the date of grant. Read SEC document |
| March 31, 2021 Filed Apr 8, 2021 00:22 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 2,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-008504 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681,722 F1 · shares: The award relates to vested restricted stock units ("RSUs") granted March 31, 2021, each of which represents a contingent right to receive one share of the Issuer's common stock, but for which delivery of common stock will occur the earliest of (i) two years from the date of grant, (ii) the date the director ceases to be a service provider, or (iii) such other date as the administrator determines under the Issuer's 2016 Equity Incentive Plan. Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 02:53 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000193 · rdgdoc.xml · nonDerivative · entry 2 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679,202 F1 · shares: The award relates to vested restricted stock units ("RSUs") granted December 31, 2020, each of which represents a contingent right to receive one share of the Issuer's common stock, but for which delivery of common stock will occur the earliest of (i) two years from the date of grant, (ii) the date the director ceases to be a service provider, or (iii) such other date as the administrator determines under the Issuer's 2016 Equity Incentive Plan. Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 02:53 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000193 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,468 F1 · shares: The award relates to vested restricted stock units ("RSUs") granted December 31, 2020, each of which represents a contingent right to receive one share of the Issuer's common stock, but for which delivery of common stock will occur the earliest of (i) two years from the date of grant, (ii) the date the director ceases to be a service provider, or (iii) such other date as the administrator determines under the Issuer's 2016 Equity Incentive Plan. Read SEC document |
| September 30, 2020 Filed Oct 9, 2020 23:21 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-021027 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,668 F1 · shares: The award relates to vested restricted stock units ("RSUs") granted September 30, 2020, each of which represents a contingent right to receive one share of the Issuer's common stock, but for which delivery of common stock will occur the earliest of (i) two years from the date of grant, (ii) the date the director ceases to be a service provider, or (iii) such other date as the administrator determines under the Issuer's 2016 Equity Incentive Plan. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 20:52 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-014382 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,934 F1 · shares: The award relates to vested restricted stock units ("RSUs") granted June 30, 2020, each of which represents a contingent right to receive one share of the Issuer's common stock, but for which delivery of common stock will occur the earliest of (i) two years from the date of grant, (ii) the date the director ceases to be a service provider, or (iii) such other date as the administrator determines under the Issuer's 2016 Equity Incentive Plan. Read SEC document |
| June 19, 2020 Filed Jun 24, 2020 01:22 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | PurchaseCommon Stock | 142,850 | $2.10 | $299,985.00 |
DisclosureSEC source: 0001437749-20-013719 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,200 F1 · shares: These shares were purchased from the underwriters in a firm-commitment underwritten public offering of shares of the Issuer's common stock that closed on June 19, 2020. Read SEC document |
| May 08, 2020 Filed May 21, 2020 00:55 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 4,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-011480 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,350 F1 · shares: The award relates to restricted stock units ("RSUs") granted May 8, 2020, each of which represents a contingent right to receive one share of the Issuer's common stock. One-third of the RSUs will vest on May 8, 2021 and each one-year anniversary thereafter, subject to the Reporting Person continuing as a service provider through each such date. Read SEC document |
| April 30, 2020 Filed May 5, 2020 01:34 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-009341 · rdgdoc.xml · nonDerivative · entry 2 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,250 F1 · shares: The award relates to vested restricted stock units ("RSUs") granted April 30, 2020, each of which represents a contingent right to receive one share of the Issuer's common stock, but for which delivery of common stock will occur the earliest of (i) two years from the date of grant, (ii) the date the director ceases to be a service provider, or (iii) such other date as the administrator determines under the Issuer's 2016 Equity Incentive Plan. Read SEC document |
| April 30, 2020 Filed May 5, 2020 01:34 UTC | BioCardia, Inc. BCDA;BCDAW · Entity 7752 | GrantCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-009341 · rdgdoc.xml · nonDerivative · entry 1 Allen Jim L. · CIK 0001789590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,516 F1 · shares: The award relates to vested restricted stock units ("RSUs") granted April 30, 2020, each of which represents a contingent right to receive one share of the Issuer's common stock, but for which delivery of common stock will occur the earliest of (i) two years from the date of grant, (ii) the date the director ceases to be a service provider, or (iii) such other date as the administrator determines under the Issuer's 2016 Equity Incentive Plan. 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.