Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardio Diagnostics Holdings, Inc.CDIO · Entity 8239 | Director | September 30, 2026 | October 02, 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.
Cardio Diagnostics Holdings, Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.90 · Expires 2036-09-30 | Direct | 16,607 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 3,286 · Balance 16,607 |
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 30, 2026 Filed Oct 2, 2026 21:32 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 3,286 | $1.90 Strike: $1.90 | $6,243.40 |
DisclosureSEC source: 0001950394-26-000004 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,607 Underlying: Common Stock · 3,286 shares Expires 2036-09-30 Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 16:24 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 2,854 | $2.19 Strike: $2.19 | $6,250.26 |
DisclosureSEC source: 0001950394-26-000003 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,318 Underlying: Common Stock · 2,854 shares Expires 2036-06-30 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 18:08 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 3,205 | $1.95 Strike: $1.95 | $6,249.75 |
DisclosureSEC source: 0001950394-26-000002 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,464 Underlying: Common Stock · 3,205 shares Expires 2036-03-31 Read SEC document |
| December 31, 2025 Filed Jan 6, 2026 19:13 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 2,306 | $2.71 Strike: $2.71 | $6,249.26 |
DisclosureSEC source: 0001950394-26-000001 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,259 Underlying: Common Stock · 2,306 shares Expires 2035-12-31 Read SEC document |
| September 30, 2025 Filed Oct 3, 2025 20:17 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 1,559 | $4.01 Strike: $4.01 | $6,251.59 |
DisclosureSEC source: 0001950394-25-000002 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,953 Underlying: Common Stock · 1,559 shares Expires 2035-09-30 Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 23:05 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 1,736 | $3.60 Strike: $3.60 | $6,249.60 |
DisclosureSEC source: 0001486189-25-000020 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,394 Underlying: Common Stock · 1,736 shares Expires 2035-06-30 Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 16:40 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 18,939 | $0.33 Strike: $0.33 | $6,249.87 |
DisclosureSEC source: 0001486189-25-000006 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,744 Underlying: Common Stock · 18,939 shares Expires 2035-03-31 Read SEC document |
| December 31, 2024 Filed Jan 15, 2025 21:59 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 4,544 | $0.92 Strike: $0.92 | $4,180.48 |
DisclosureSEC source: 0001486189-25-000002 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,805 Underlying: Common Stock · 4,544 shares Expires 2034-12-31 Read SEC document |
| September 30, 2024 Filed Oct 10, 2024 20:47 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 18,686 | $0.22 Strike: $0.22 | $4,110.92 |
DisclosureSEC source: 0001486189-24-000052 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,261 Underlying: Common Stock · 18,686 shares Expires 2034-09-30 Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:48 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantStock Options (Right to Buy) · Derivative | 7,575 | $0.55 Strike: $0.55 | $4,166.25 |
DisclosureSEC source: 0001486189-24-000038 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,575 Underlying: Common Stock · 7,575 shares Expires 2034-06-30 Read SEC document |
| March 31, 2024 Filed Apr 8, 2024 19:07 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionRestricted Stock Units · Derivative | Not disclosed | $0.00 Strike: $0.00 | $12,500.00 |
DisclosureSEC source: 0001486189-24-000022 · primary_doc.xml · derivative · entry 2 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed shares Expires 2024-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU is the economic equivalent of one share of Cardio Diagnostics Holdings, Inc. common stock. On March 31, 2024, $12,500 in value of RSUs vested and were settled at the price of $1.42, which was the closing price of the Company Common Stock on the vesting date. The settlement shares are reflected in Table I. F4 · price: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. F3 · derivative.exercise_date: On January 23, 2024, the reporting person was awarded $50,000 in value of RSUs, $12,500 in value of which vested on March 31, 2024. Subject to continued service with the Issuer on the vesting date, the RSUs will continue to vest $12,500 in value on June 30, 2024, $12,500 in value on September30, 2024 and $12,500 in value on December 31, 2024, based on the closing price of the Issuers common stock on the applicable vesting date. F3 · derivative.expiration_date: On January 23, 2024, the reporting person was awarded $50,000 in value of RSUs, $12,500 in value of which vested on March 31, 2024. Subject to continued service with the Issuer on the vesting date, the RSUs will continue to vest $12,500 in value on June 30, 2024, $12,500 in value on September30, 2024 and $12,500 in value on December 31, 2024, based on the closing price of the Issuers common stock on the applicable vesting date. F4 · valueOwnedAfter: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. Read SEC document |
| March 31, 2024 Filed Apr 8, 2024 19:07 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionCommon Stock | 8,803 | $1.42 | $12,500.26 |
DisclosureSEC source: 0001486189-24-000022 · primary_doc.xml · nonDerivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,596 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the settlement of restricted stock units (RSUs) that vested on March 31, 2024 through the issuance of shares of Common Stock. Read SEC document |
| January 23, 2024 Filed Feb 21, 2024 23:09 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantRestricted Stock Units · Derivative | Not disclosed | $0.00 Strike: $0.00 | $50,000.00 |
DisclosureSEC source: 0001486189-24-000017 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed shares Expires 2024-12-31 F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the RSU. F2 · reported_value: Subject to continued service with the Issuer on each respective vesting date, the RSUs will vest as follows based on the closing price of the Issuers common stock on each respective vesting date: (i) $12,500 in value on March 31, 2024; (ii) $12,500 in value on June 30, 2024; (iii) $12,500 in value on September 30, 2024; and (iv) $12,500 in value on December 31, 2024. F3 · price: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. F2 · valueOwnedAfter: Subject to continued service with the Issuer on each respective vesting date, the RSUs will vest as follows based on the closing price of the Issuers common stock on each respective vesting date: (i) $12,500 in value on March 31, 2024; (ii) $12,500 in value on June 30, 2024; (iii) $12,500 in value on September 30, 2024; and (iv) $12,500 in value on December 31, 2024. Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 22:58 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionRestricted Stock Units · Derivative | Not disclosed | $0.00 Strike: $0.00 | $12,500.00 |
DisclosureSEC source: 0001486189-24-000003 · primary_doc.xml · derivative · entry 2 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed shares Expires 2023-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU is the economic equivalent of one share of Cardio Diagnostics Holdings, Inc. common stock. On December 31, 2023, $12,500 in value of RSUs vested and were settled at the price of $2.49, which was the closing price of the Company Common Stock on the vesting date. The settlement shares are reflected in Table I. F4 · price: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. F3 · derivative.exercise_date: On June 19, 2023, the reporting person was awarded $50,000 in value of RSUs, of which $12,500 in value vested on December 31, 2023 F3 · derivative.expiration_date: On June 19, 2023, the reporting person was awarded $50,000 in value of RSUs, of which $12,500 in value vested on December 31, 2023 F4 · valueOwnedAfter: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 22:58 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionCommon Stock | 5,020 | $2.49 | $12,499.80 |
DisclosureSEC source: 0001486189-24-000003 · primary_doc.xml · nonDerivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,793 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the settlement of restricted stock units (RSUs) that vested on December 31, 2023 through the issuance of shares of Common Stock. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 21:53 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionRestricted Stock Units · Derivative | Not disclosed | $0.00 Strike: $0.00 | $12,500.00 |
DisclosureSEC source: 0001486189-23-000030 · primary_doc.xml · derivative · entry 2 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed shares Expires 2023-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU is the economic equivalent of one share of Cardio Diagnostics Holdings, Inc. common stock. On September 30, 2023, $12,500 in value of RSUs vested and were settled at the price of $0.34, which was the closing price of the Company Common Stock on the vesting date. The settlement shares are reflected in Table I. F4 · price: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. F3 · derivative.exercise_date: On June 19, 2023, the reporting person was awarded $50,000 in value of RSUs, $25,000 in value of which vested on June 30, 2023 and $12,500 in value of which vested on September 30, 2023. Subject to continued service with the Issuer on the vesting date, the RSUs will continue to vest $12,500 in value on December 31, 2023 based on the closing price of the Issuers common stock on the vesting date. F3 · derivative.expiration_date: On June 19, 2023, the reporting person was awarded $50,000 in value of RSUs, $25,000 in value of which vested on June 30, 2023 and $12,500 in value of which vested on September 30, 2023. Subject to continued service with the Issuer on the vesting date, the RSUs will continue to vest $12,500 in value on December 31, 2023 based on the closing price of the Issuers common stock on the vesting date. F4 · valueOwnedAfter: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 21:53 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionCommon Stock | 36,765 | $0.34 | $12,500.10 |
DisclosureSEC source: 0001486189-23-000030 · primary_doc.xml · nonDerivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,773 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the settlement of restricted stock units (RSUs) that vested on September 30, 2023 through the issuance of shares of Common Stock. Read SEC document |
| September 30, 2023 Filed Oct 4, 2023 15:34 UTC Amendment | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | PurchaseRestricted Stock Units · Derivative | Not disclosed | $0.00 Strike: $0.00 | $12,500.00 |
DisclosureSEC source: 0001486189-23-000033 · primary_doc.xml · derivative · entry 2 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed shares Expires 2023-12-31 F2 · derivative.exercise_price: Each RSU is the economic equivalent of one share of Cardio Diagnostics Holdings, Inc. common stock. On September 30, 2023, $12,500 in value of RSUs vested and were settled at the price of $0.34, which was the closing price of the Company Common Stock on the vesting date. The settlement shares are reflected in Table I. F4 · price: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. F3 · derivative.exercise_date: On June 19, 2023, the reporting person was awarded $50,000 in value of RSUs, of which $12,500 in value vested on September 30, 2023. Subject to continued service with the Issuer on the vesting date, the remaining $12,500 in value of RSUs will vest on December 31, 2023, based on the closing price of the Issuers common stock on the vesting date F3 · derivative.expiration_date: On June 19, 2023, the reporting person was awarded $50,000 in value of RSUs, of which $12,500 in value vested on September 30, 2023. Subject to continued service with the Issuer on the vesting date, the remaining $12,500 in value of RSUs will vest on December 31, 2023, based on the closing price of the Issuers common stock on the vesting date F4 · valueOwnedAfter: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. Read SEC document |
| September 30, 2023 Filed Oct 4, 2023 15:34 UTC Amendment | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionCommon Stock | 36,765 | $0.34 | $12,500.10 |
DisclosureSEC source: 0001486189-23-000033 · primary_doc.xml · nonDerivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,773 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the settlement of restricted stock units (RSUs) that vested on September 30, 2023 through the issuance of shares of Common Stock. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 17:19 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionRestricted Stock Units · Derivative | Not disclosed | $0.00 Strike: $0.00 | $25,000.00 |
DisclosureSEC source: 0001486189-23-000022 · primary_doc.xml · derivative · entry 2 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed shares Expires 2023-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU is the economic equivalent of one share of Cardio Diagnostics Holdings, Inc. common stock. On June 30, 2023, $25,000 in value of RSUs vested and were settled at the price of $1.19, which was the closing price of the Companys Common Stock on the vesting date. The settlement shares are reflected in Table I. F4 · price: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. F3 · derivative.exercise_date: On June 19, 2023, the reporting person was awarded $50,000 in value of RSUs, $25,000 in value of which vested on June 30, 2023. Subject to continued service with the Issuer on each respective vesting date, the RSUs will continue to vest as follows based on the closing price of the Issuers common stock on each respective vesting date: (i) $12,500 in value on September 30, 2023; and (ii) $12,500 in value on December 31, 2023. F3 · derivative.expiration_date: On June 19, 2023, the reporting person was awarded $50,000 in value of RSUs, $25,000 in value of which vested on June 30, 2023. Subject to continued service with the Issuer on each respective vesting date, the RSUs will continue to vest as follows based on the closing price of the Issuers common stock on each respective vesting date: (i) $12,500 in value on September 30, 2023; and (ii) $12,500 in value on December 31, 2023. F4 · valueOwnedAfter: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 17:19 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | Exercise / conversionCommon Stock | 21,008 | $1.19 | $24,999.52 |
DisclosureSEC source: 0001486189-23-000022 · primary_doc.xml · nonDerivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the settlement of restricted stock units (RSUs) that vested on June 30, 2023 through the issuance of shares of Common Stock. Read SEC document |
| June 19, 2023 Filed Jun 21, 2023 21:03 UTC | Cardio Diagnostics Holdings, Inc. CDIO · Entity 8239 | GrantRestricted Stock Units · Derivative | Not disclosed | $0.00 Strike: $0.00 | $50,000.00 |
DisclosureSEC source: 0001486189-23-000010 · primary_doc.xml · derivative · entry 1 Intrater James · CIK 0001950394 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed shares Expires 2023-12-31 F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the RSU. F2 · reported_value: Subject to continued service with the Issuer on each respective vesting date, the RSUs will vest as follows based on the closing price of the Issuers common stock on each respective vesting date: (i) $25,000 in value on June 30, 2023; (ii) $12,500 in value on September 30, 2023; and (iii) $12,500 in value on December 31, 2023. F3 · price: The RSUs were granted pursuant to the Issuers 2022 Equity Incentive Plan. F2 · valueOwnedAfter: Subject to continued service with the Issuer on each respective vesting date, the RSUs will vest as follows based on the closing price of the Issuers common stock on each respective vesting date: (i) $25,000 in value on June 30, 2023; (ii) $12,500 in value on September 30, 2023; and (iii) $12,500 in value on December 31, 2023. 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.