Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Longeveron Inc.LGVN · Entity 7608 | Chief Financial Officer | July 01, 2026 | July 07, 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.
Longeveron Inc.
Report date July 01, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 443,181 |
Reported balance
After 2026-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-01 · Tax withholding · Disposed 22,505 · Balance 443,181 F1: Shares withheld to satisfy tax obligations in connection with the vesting of a restricted stock unit (RSU) award. F2: Includes RSUs subject to future vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax obligations in connection with the vesting of a restricted stock unit (RSU) award.
F2: Includes RSUs subject to future vesting.
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 01, 2026 Filed Jul 7, 2026 00:55 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 22,505 | $0.73 | $16,408.40 |
DisclosureSEC source: 0001214659-26-008253 · marketforms-73588.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,181 F1 · shares: Shares withheld to satisfy tax obligations in connection with the vesting of a restricted stock unit (RSU) award. F2 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| May 01, 2026 Filed May 5, 2026 22:00 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantClass A Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-005617 · marketforms-73060.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,686 F1 · shares: Represents the award of time-based vesting Restricted Stock Units (RSUs). F2 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 13,145 | $1.12 | $14,722.40 |
DisclosureSEC source: 0001214659-26-004338 · marketforms-72888.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,686 F1 · shares: Shares withheld to satisfy tax obligations in connection with the vesting of a restricted stock unit (RSU) award. F2 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 10,250 | $0.59 | $6,078.25 |
DisclosureSEC source: 0001214659-26-000204 · marketforms-71780.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,831 F1 · shares: Shares withheld to satisfy tax obligations in connection with the vesting of a restricted stock unit (RSU) award. F2 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 22:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 11,883 | $0.74 | $8,821.94 |
DisclosureSEC source: 0001214659-25-014615 · marketforms-70934.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,081 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit (RSU) award. F2 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 22:00 UTC | Longeveron Inc. LGVN · Entity 7608 | PurchaseWarrant (right to buy) · Derivative | 29,415 | Not disclosed Strike: $0.85 | Not disclosed |
DisclosureSEC source: 0001214659-25-012014 · marketforms-70281.xml · derivative · entry 2 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,415 Underlying: Class A Common Stock · 29,415 shares Expires 2027-08-11 F1 · price: The combined purchase price for each share of Class A Common Stock and accompanying two and one-half Class A Common Warrants was $0.85. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 22:00 UTC | Longeveron Inc. LGVN · Entity 7608 | PurchaseClass A Common Stock | 11,766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-25-012014 · marketforms-70281.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,964 F1 · price: The combined purchase price for each share of Class A Common Stock and accompanying two and one-half Class A Common Warrants was $0.85. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 23:45 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantStock Option (right to buy) · Derivative | 34,000 | $0.00 Strike: $1.47 | $0.00 |
DisclosureSEC source: 0001214659-25-010572 · marketforms-70109.xml · derivative · entry 2 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,000 Underlying: Class A Common Stock · 34,000 shares Expires 2035-07-15 F3 · derivative.exercise_date: The option vests quarterly over a three year period beginning on October 1, 2025. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 23:45 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantClass A Common Stock | 102,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-010572 · marketforms-70109.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,198 F1 · shares: Represents the award of time-based vesting Restricted Stock Units (RSUs). F2 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 22:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 7,431 | $1.28 | $9,511.68 |
DisclosureSEC source: 0001214659-25-010061 · marketforms-70065.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,198 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit (RSU) award. F2 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 7,566 | $1.50 | $11,349.00 |
DisclosureSEC source: 0001214659-25-005399 · marketforms-69106.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,629 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. F2 · balance_after: Includes Restricted Stock Units subject to future vesting. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:15 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 6,120 | $1.79 | $10,954.80 |
DisclosureSEC source: 0001214659-25-000229 · marketforms-67758.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,195 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. F2 · balance_after: Includes Restricted Stock Units subject to future vesting. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:30 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 5,316 | $1.88 | $9,994.08 |
DisclosureSEC source: 0001214659-24-017155 · marketforms-67125.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,315 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. F2 · balance_after: Includes Restricted Stock Units subject to future vesting. Read SEC document |
| August 15, 2024 Filed Aug 20, 2024 00:30 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantStock Option (Right to Buy) · Derivative | 16,250 | $0.00 Strike: $2.46 | $0.00 |
DisclosureSEC source: 0001214659-24-014994 · marketforms-66806.xml · derivative · entry 3 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,250 Underlying: Class A Common Stock · 16,250 shares Expires 2034-08-15 F4 · derivative.exercise_date: The option vests quarterly over a three year period beginning on October 1, 2024. Read SEC document |
| August 15, 2024 Filed Aug 20, 2024 00:30 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 14,035 | $2.46 | $34,526.10 |
DisclosureSEC source: 0001214659-24-014994 · marketforms-66806.xml · nonDerivative · entry 2 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,631 F2 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of an RSU award. F3 · balance_after: Includes RSUs subject to future vesting. Read SEC document |
| August 15, 2024 Filed Aug 20, 2024 00:30 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantClass A Common Stock | 174,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-014994 · marketforms-66806.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,666 F1 · shares: Represents the award of time-based vesting Restricted Stock Units (RSUs). Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 23:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 357 | $1.57 | $560.49 |
DisclosureSEC source: 0001214659-24-011986 · marketforms-66508.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,916 Read SEC document |
| May 02, 2024 Filed May 6, 2024 22:59 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingClass A Common Stock | 410 | $2.83 | $1,160.30 |
DisclosureSEC source: 0001214659-24-008445 · marketforms-65772.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,273 F1 · balance_after: Amounts reflect the one-for-ten reverse stock split undertaken by Issuer in April 2024. Read SEC document |
| January 02, 2024 Filed Jan 25, 2024 23:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 4,098 | $1.32 | $5,409.36 |
DisclosureSEC source: 0001214659-24-001204 · marketforms-64497.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,824 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. F2 · balance_after: Includes Restricted Stock Units subject to future vesting. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 4,078 | $2.29 | $9,338.62 |
DisclosureSEC source: 0001214659-23-013143 · marketforms-62769.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,922 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. F2 · balance_after: Includes 30,000 Restricted Stock Units. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 21:55 UTC | Longeveron Inc. LGVN · Entity 7608 | OtherSubscription Rights (right to buy) · Derivative | 5,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012330 · marketforms-62590.xml · derivative · entry 3 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-09-21 Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 21:55 UTC | Longeveron Inc. LGVN · Entity 7608 | PurchaseSubscription Rights (right to buy) · Derivative | 5,000 | $0.02 Strike: $3.00 | $75.00 |
DisclosureSEC source: 0001214659-23-012330 · marketforms-62590.xml · derivative · entry 2 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2023-09-21 F3 · security: Subscription Rights are transferable until the expiration of the Longeveron Inc. Subscription Rights Offering, and are listed on The Nasdaq Capital Market under the symbol "LGVNR." Each Subscription Right entitles the holder to purchase one share of Class A common stock, at a subscription price per share equal to $3.00. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 21:55 UTC | Longeveron Inc. LGVN · Entity 7608 | OtherCommon Stock | 5,000 | $3.00 | $15,000.00 |
DisclosureSEC source: 0001214659-23-012330 · marketforms-62590.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 F1 · shares: Shares to be received following expiration of the Longeveron Inc. Subscription Rights Offering, which is currently scheduled for September 21, 2023, unless otherwise extended by Longeveron. F2 · balance_after: Includes 40,000 Restricted Stock Units. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 21:00 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-010672 · marketforms-62180.xml · nonDerivative · entry 1 Locklear Lisa · CIK 0001988416 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 F1 · shares: Represents the award of 40,000 Restricted Stock Units, which vest 25% on each of October 1, 2023, January 1, 2024, April 1, 2024, and July 1, 2024. F2 · balance_after: Includes 40,000 Restricted Stock Units. 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.