Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cryoport, Inc.CYRX · Entity 5125 | Chief Digital and Tech Officer | June 10, 2026 | June 12, 2026 |
| Ontrak, Inc.OTRK · Entity 78207 | Director | July 19, 2022 | July 21, 2022 |
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.
Cryoport, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,719 |
Ending reported balance
After 2026-06-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-06-10 · Exercise / conversion · Acquired 1,400 · Balance 111,119 Row 2 · 2026-06-10 · Sale · Disposed 1,400 · Balance 109,719 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.20 to $15.26, inclusive. Row 3 · 2026-06-11 · Exercise / conversion · Acquired 33,600 · Balance 143,319 Row 4 · 2026-06-11 · Sale · Disposed 33,600 · Balance 109,719 F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.33 to $14.615, inclusive. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.80 · Expires 2027-06-23 | Direct | 33,600 |
Reported balance
After 2026-06-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-10 · Exercise / conversion · Disposed 1,400 · Balance 33,600 F3: 1/12 of options vested on the 23rd of each month for twelve months beginning July 23, 2017. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.80 · Expires 2027-06-23 | Direct | 0 |
Reported balance
After 2026-06-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-11 · Exercise / conversion · Disposed 33,600 · Balance 0 F3: 1/12 of options vested on the 23rd of each month for twelve months beginning July 23, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.20 to $15.26, inclusive.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.33 to $14.615, inclusive.
F3: 1/12 of options vested on the 23rd of each month for twelve months beginning July 23, 2017.
Ontrak, Inc.
Report date July 19, 2022 · Filed July 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 10,000 |
Reported balance
After 2022-07-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-07-19 · Grant · Acquired 10,000 · Balance 10,000 F1: These securities were granted to Mr. Zecchini for his services as a member of the Company's Board of Directors. F2: Each restricted stock unit ("RSU") represents the right to receive one share of common stock upon vesting, or, in the complete and sole discretion of the Company, a cash payment equal to the fair market value of one share of common stock for each vested RSU. F3: On July 19, 2022, Mr. Zecchini was granted 10,000 RSU's, subject to Mr. Zecchini's continued Service with the Company through and until the election of directors at the 2022 Annual Meeting of Stockholders. The RSU's vest on the date of the Company's 2022 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were granted to Mr. Zecchini for his services as a member of the Company's Board of Directors.
F2: Each restricted stock unit ("RSU") represents the right to receive one share of common stock upon vesting, or, in the complete and sole discretion of the Company, a cash payment equal to the fair market value of one share of common stock for each vested RSU.
F3: On July 19, 2022, Mr. Zecchini was granted 10,000 RSU's, subject to Mr. Zecchini's continued Service with the Company through and until the election of directors at the 2022 Annual Meeting of Stockholders. The RSU's vest on the date of the Company's 2022 Annual Meeting of Stockholders.
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 |
|---|---|---|---|---|---|---|
| May 13, 2020 Filed May 14, 2020 22:25 UTC | Cryoport, Inc. CYRX · Entity 5125 | SaleCommon Stock | 8,334 | $23.42 | $195,210.62 |
DisclosureSEC source: 0001104659-20-061753 · tm2019811-1_4.xml · nonDerivative · entry 2 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,313 Read SEC document |
| May 13, 2020 Filed May 14, 2020 22:25 UTC | Cryoport, Inc. CYRX · Entity 5125 | Exercise / conversionCommon Stock | 8,334 | $4.80 | $40,003.20 |
DisclosureSEC source: 0001104659-20-061753 · tm2019811-1_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,647 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. Read SEC document |
| May 01, 2020 Filed May 6, 2020 01:09 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantOptions to purchase common stock · Derivative | 35,000 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001104659-20-057097 · tm2018763d2_4.xml · derivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2030-05-01 F1 · derivative.exercise_date: 1/12 of these options vest and become exercisable on the 1st of each month for twelve (12) months beginning on 06/01/2020. Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 20:34 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 563 | $16.29 | $9,171.27 |
DisclosureSEC source: 0001104659-20-041884 · tm2014753-1_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,313 Read SEC document |
| March 11, 2020 Filed Mar 18, 2020 22:04 UTC | Cryoport, Inc. CYRX · Entity 5125 | SaleCommon Stock | 5,231 | $17.27 | $90,360.29 |
DisclosureSEC source: 0001104659-20-035494 · tm2013176d1_form4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,750 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $17.01 to $18.03 inclusive. The reporting person undertakes to provide 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 above. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 15:31 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 561 | $16.34 | $9,166.74 |
DisclosureSEC source: 0001104659-20-000619 · tm201102d2_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,981 Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 23:11 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 554 | $16.55 | $9,168.70 |
DisclosureSEC source: 0001144204-19-047045 · tv530453_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,420 Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 23:42 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 517 | $17.72 | $9,161.24 |
DisclosureSEC source: 0001144204-19-033664 · tv524715_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,866 Read SEC document |
| May 02, 2019 Filed May 3, 2019 23:56 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantOptions to purchase common stock · Derivative | 35,000 | $0.00 Strike: $14.35 | $0.00 |
DisclosureSEC source: 0001144204-19-023718 · tv520664_4.xml · derivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2029-05-02 F1 · derivative.exercise_date: 1/12 of these options vested and became exercisable in equal monthly installments on the 2nd of each month for the next twelve (12) months beginning on 05/02/2019. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 23:15 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 691 | $13.27 | $9,169.57 |
DisclosureSEC source: 0001144204-19-017847 · tv517945_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,349 Read SEC document |
| January 04, 2019 Filed Jan 11, 2019 21:24 UTC | Ontrak, Inc. CATS · Entity 78207 | GrantStock Option to purchase Common Stock · Derivative | 49,904 | Not disclosed Strike: $9.51 | Not disclosed |
DisclosureSEC source: 0001437749-19-000762 · rdgdoc.xml · derivative · entry 2 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,904 Underlying: Common Stock · 49,904 shares Expires 2024-01-03 F1 · kind: These options were granted to Mr. Zecchini for his services as a member of the Company's Board of Directors. F1 · price: These options were granted to Mr. Zecchini for his services as a member of the Company's Board of Directors. F3 · derivative.exercise_date: These options will vest equally over seven quarters beginning January 1, 2020, such that all shares shall vest on September 30, 2021. Quarterly vesting of the options will be subject to Mr. Zecchini attending board meetings, unless such absence is excused by the Chairman of the Board of Directors. All unvested options will immediately vest in the event of termination without cause. Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 00:35 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 915 | $10.02 | $9,168.30 |
DisclosureSEC source: 0001144204-19-000510 · tv510321_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,658 Read SEC document |
| December 19, 2018 Filed Jan 11, 2019 21:24 UTC | Ontrak, Inc. CATS · Entity 78207 | GrantStock Option to purchase Common Stock · Derivative | 35,647 | Not disclosed Strike: $10.11 | Not disclosed |
DisclosureSEC source: 0001437749-19-000762 · rdgdoc.xml · derivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,647 Underlying: Common Stock · 35,647 shares Expires 2023-12-19 F1 · kind: These options were granted to Mr. Zecchini for his services as a member of the Company's Board of Directors. F1 · price: These options were granted to Mr. Zecchini for his services as a member of the Company's Board of Directors. F2 · derivative.exercise_date: These options have a one-year vesting period out of which 7,130 shares vested on December 19, 2018, the grant date, and 28,517 shares shall vest at the end of each calendar quarter for the 2019 calendar year beginning January 1, 2019, such that all shares shall vest on December 31, 2019. Quarterly vesting of the options will be subject to Mr. Zecchini attending board meetings, unless such absence is excused by the Chairman of the Board of Directors. All unvested options will immediately vest in the event of termination without cause. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:21 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 726 | $12.63 | $9,169.38 |
DisclosureSEC source: 0001144204-18-052134 · tv504088_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,743 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 20:26 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 606 | $15.12 | $9,162.72 |
DisclosureSEC source: 0001144204-18-037240 · tv497996_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,017 Read SEC document |
| May 17, 2018 Filed May 22, 2018 01:00 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantOptions to purchase common stock · Derivative | 35,000 | $0.00 Strike: $9.29 | $0.00 |
DisclosureSEC source: 0001144204-18-030143 · tv494660_4.xml · derivative · entry 2 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2028-05-17 F2 · derivative.exercise_date: 1/12 of these options vest and become exercisable in equal monthly installments on the 17th of each month for the next twelve (12) months beginning on 06/17/2018. Options issued under the compensation plan for non-employee directors for services as director during the 2018/19 term. Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 18:25 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 1,015 | $9.03 | $9,165.45 |
DisclosureSEC source: 0001144204-18-018529 · tv490138_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,411 Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:32 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 1,046 | $8.76 | $9,162.96 |
DisclosureSEC source: 0001144204-18-000538 · tv482501_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,396 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 10:32 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 923 | $9.93 | $9,165.39 |
DisclosureSEC source: 0001144204-17-051050 · v476325_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,350 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:46 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 1,938 | $4.73 | $9,166.74 |
DisclosureSEC source: 0001144204-17-035801 · v470258_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,427 Read SEC document |
| June 23, 2017 Filed May 22, 2018 01:00 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantOptions to purchase common stock · Derivative | 35,000 | $0.00 Strike: $4.80 | $0.00 |
DisclosureSEC source: 0001144204-18-030143 · tv494660_4.xml · derivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2027-06-23 F1 · derivative.exercise_date: 1/12 of these options vested and became exercisable in equal monthly installments on the 23rd of each month for the next twelve (12) months beginning on 07/23/2017. Options issued under the compensation plan for non-employee directors for services as director during the 2017/18 term. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 15:01 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 4,407 | $2.08 | $9,166.56 |
DisclosureSEC source: 0001144204-17-018754 · v463378_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,489 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:41 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 2,753 | $3.34 | $9,195.02 |
DisclosureSEC source: 0001144204-17-000644 · v456150_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,082 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:09 UTC | Cryoport, Inc. CYRX · Entity 5125 | GrantCommon Stock | 4,212 | $1.97 | $8,297.64 |
DisclosureSEC source: 0001144204-16-126852 · v450008_4.xml · nonDerivative · entry 1 ZECCHINI EDWARD J · CIK 0001587502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,329 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.