Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cyclo Therapeutics, Inc.CYTH · Entity 82635 | Director | February 27, 2025 | March 03, 2025 |
| IDT CORPIDT · Entity 816 | Director | June 09, 2026 | June 11, 2026 |
| Protara Therapeutics, Inc.TARA · Entity 6203 | Chief Commercial Officer | June 02, 2026 | June 03, 2026 |
| Rafael Holdings, Inc.RFL · Entity 6620 | Chief Executive Officer | March 25, 2025 | April 24, 2025 |
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.
Cyclo Therapeutics, Inc.
Report date February 27, 2025 · Filed March 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,884 |
Reported balance
After 2025-02-27 transaction · row 1
1 source rowRow 1 · 2025-02-27 · Grant · Acquired 27,654 · Balance 77,884 F1: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the issuer's non-employee director compensation policy. Grant reflects director compensation for the fourth quarter of 2024 and from January 1, 2025 through March 25, 2025. The number of shares received in lieu of cash was calculated based on the closing price of $0.77 per share of common stock on February 26, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the issuer's non-employee director compensation policy. Grant reflects director compensation for the fourth quarter of 2024 and from January 1, 2025 through March 25, 2025. The number of shares received in lieu of cash was calculated based on the closing price of $0.77 per share of common stock on February 26, 2025.
IDT CORP
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common Stock, $.01 par value per shareSEC Table I · non-derivative | Direct | 673 |
Reported balance
After 2026-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 673 · Balance 673 F1: Grant of Restricted Stock that vests in full immediately. F2: Consists of fully vested shares of Restricted Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock that vests in full immediately.
F2: Consists of fully vested shares of Restricted Stock.
Protara Therapeutics, Inc.
Report date June 02, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,992 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Tax withholding · Disposed 6,008 · Balance 69,992 F1: 1. Represents shares withheld by the Issuer to satisfy income tax obligations associated with the vesting of Restricted Stock Unit Awards granted to the Reporting Person on June 2, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: 1. Represents shares withheld by the Issuer to satisfy income tax obligations associated with the vesting of Restricted Stock Unit Awards granted to the Reporting Person on June 2, 2025.
Rafael Holdings, Inc.
Report date March 25, 2025 · Filed April 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 564,455 |
Reported balance
After 2025-03-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-25 · Grant · Acquired 27,454 · Balance 564,455 F1: The Reporting Person received these shares in exchange for 77,884 shares of Cyclo Therapeutics, Inc. ("Cyclo") common stock in connection with the business combination between Cyclo and the Issuer (the "Merger") based upon an exchange ratio of 0.3525. F2: Consists of 174,409 shares of stock held directly, 183,094 fully vested shares of Restricted Stock and 206,952 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, June 21, 2025 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; 10,000 shares to vest on each of October 25, 2025, October 25, 2026 and October 25, 2027; and 15,000 shares to vest on each of January 13, 2026, January 13, 2027, January 13, 2028 and January 13, 2029. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.89 · Expires 2033-06-06 | Direct | 2,362 |
Reported balance
After 2025-03-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-03-25 · Grant · Acquired 2,362 · Balance 2,362 F3: The Reporting Person received this option to purchase shares of stock in the Merger in exchange for an employee stock option granted to Mr. Conkling on June 6, 2023 to purchase 6,700 shares of Cyclo common stock at an exercise price of $1.37. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.63 · Expires 2034-06-03 | Direct | 5,485 |
Reported balance
After 2025-03-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-25 · Grant · Acquired 5,485 · Balance 5,485 F4: The Reporting Person received this option to purchase shares of stock in the Merger in exchange for an employee stock option granted to Mr. Conkling on June 3, 2024 to purchase 15,562 shares of Cyclo common stock at an exercise price of $1.28. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received these shares in exchange for 77,884 shares of Cyclo Therapeutics, Inc. ("Cyclo") common stock in connection with the business combination between Cyclo and the Issuer (the "Merger") based upon an exchange ratio of 0.3525.
F2: Consists of 174,409 shares of stock held directly, 183,094 fully vested shares of Restricted Stock and 206,952 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, June 21, 2025 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; 10,000 shares to vest on each of October 25, 2025, October 25, 2026 and October 25, 2027; and 15,000 shares to vest on each of January 13, 2026, January 13, 2027, January 13, 2028 and January 13, 2029.
F3: The Reporting Person received this option to purchase shares of stock in the Merger in exchange for an employee stock option granted to Mr. Conkling on June 6, 2023 to purchase 6,700 shares of Cyclo common stock at an exercise price of $1.37.
F4: The Reporting Person received this option to purchase shares of stock in the Merger in exchange for an employee stock option granted to Mr. Conkling on June 3, 2024 to purchase 15,562 shares of Cyclo common stock at an exercise price of $1.28.
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 09, 2026 Filed Jun 11, 2026 19:37 UTC | IDT CORP IDT · Entity 816 | GrantClass B Common Stock, $.01 par value per share | 673 | $55.75 | $37,519.75 |
DisclosureSEC source: 0001193125-26-267388 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 673 F1 · shares: Grant of Restricted Stock that vests in full immediately. F2 · balance_after: Consists of fully vested shares of Restricted Stock. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 20:55 UTC | Protara Therapeutics, Inc. TARA · Entity 6203 | Tax withholdingCommon Stock | 6,008 | $4.34 | $26,074.72 |
DisclosureSEC source: 0001213900-26-064792 · marketforms-73188.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,992 F1 · shares: 1. Represents shares withheld by the Issuer to satisfy income tax obligations associated with the vesting of Restricted Stock Unit Awards granted to the Reporting Person on June 2, 2025. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:37 UTC | Protara Therapeutics, Inc. TARA · Entity 6203 | GrantStock Option (Right to Buy) · Derivative | 158,000 | $0.00 Strike: $5.01 | $0.00 |
DisclosureSEC source: 0001213900-26-006231 · marketforms-71898.xml · derivative · entry 2 CONKLING WILLIAM · CIK 0001852018 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,000 Underlying: Common Stock · 158,000 shares Expires 2036-01-15 F2 · derivative.exercise_date: 25% of the shares vest on the one year anniversary of January 16, 2026 and 1/48th of the shares vest monthly thereafter over the next three years, subject to the Reporting Person's continuous service with the Issuer as of each such date. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:37 UTC | Protara Therapeutics, Inc. TARA · Entity 6203 | GrantCommon Stock | 26,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-006231 · marketforms-71898.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,000 F1 · shares: The shares being reported are being issued pursuant to restricted stock unit awards (RSUs), each of which represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in equal one third installments on the first, second and third anniversaries of January 16, 2026, subject to the Reporting Person's continuous service with the Issuer as of each such date. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:10 UTC | Protara Therapeutics, Inc. TARA · Entity 6203 | GrantStock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $3.30 | $0.00 |
DisclosureSEC source: 0001213900-25-051157 · ownership.xml · derivative · entry 2 CONKLING WILLIAM · CIK 0001852018 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2035-06-01 F2 · derivative.exercise_date: 25% of the shares vest on the one year anniversary of June 2, 2025 and 1/48th of the shares vest monthly thereafter over the next three years, subject to the Reporting Person's continuous service with the Issuer as of each such date. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:10 UTC | Protara Therapeutics, Inc. TARA · Entity 6203 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-051157 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 F1 · shares: The shares being reported are being issued pursuant to restricted stock unit awards (RSUs), each of which represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in equal one third installments on the first, second and third anniversaries of June 2, 2025. Read SEC document |
| March 25, 2025 Filed Apr 24, 2025 19:18 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | GrantEmployee Stock Option (right to buy) · Derivative | 5,485 | Not disclosed Strike: $3.63 | Not disclosed |
DisclosureSEC source: 0000950170-25-057934 · ownership.xml · derivative · entry 3 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,485 Underlying: Class B Common Stock · 5,485 shares Expires 2034-06-03 F4 · price: The Reporting Person received this option to purchase shares of stock in the Merger in exchange for an employee stock option granted to Mr. Conkling on June 3, 2024 to purchase 15,562 shares of Cyclo common stock at an exercise price of $1.28. Read SEC document |
| March 25, 2025 Filed Apr 24, 2025 19:18 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | GrantEmployee Stock Option (right to buy) · Derivative | 2,362 | Not disclosed Strike: $3.89 | Not disclosed |
DisclosureSEC source: 0000950170-25-057934 · ownership.xml · derivative · entry 2 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,362 Underlying: Class B Common Stock · 2,362 shares Expires 2033-06-06 F3 · price: The Reporting Person received this option to purchase shares of stock in the Merger in exchange for an employee stock option granted to Mr. Conkling on June 6, 2023 to purchase 6,700 shares of Cyclo common stock at an exercise price of $1.37. Read SEC document |
| March 25, 2025 Filed Apr 24, 2025 19:18 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | GrantClass B Common Stock, par value $.01 per share | 27,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-057934 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 564,455 F1 · price: The Reporting Person received these shares in exchange for 77,884 shares of Cyclo Therapeutics, Inc. ("Cyclo") common stock in connection with the business combination between Cyclo and the Issuer (the "Merger") based upon an exchange ratio of 0.3525. F2 · balance_after: Consists of 174,409 shares of stock held directly, 183,094 fully vested shares of Restricted Stock and 206,952 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, June 21, 2025 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; 10,000 shares to vest on each of October 25, 2025, October 25, 2026 and October 25, 2027; and 15,000 shares to vest on each of January 13, 2026, January 13, 2027, January 13, 2028 and January 13, 2029. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:39 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 14,814 | $1.93 | $28,591.02 |
DisclosureSEC source: 0000950170-25-044469 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 537,001 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly, 183,094 fully vested shares of Restricted Stock and 206,952 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, June 21, 2025 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; 10,000 shares to vest on each of October 25, 2025, October 25, 2026 and October 25, 2027; and 15,000 shares to vest on each of January 13, 2026, January 13, 2027, January 13, 2028 and January 13, 2029. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 11:45 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantCommon Stock | 27,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-005852 · rdgdoc.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,884 F1 · price: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the issuer's non-employee director compensation policy. Grant reflects director compensation for the fourth quarter of 2024 and from January 1, 2025 through March 25, 2025. The number of shares received in lieu of cash was calculated based on the closing price of $0.77 per share of common stock on February 26, 2025. Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 19:22 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | GrantClass B Common Stock, par value $.01 per share | 60,000 | $1.95 | $117,240.00 |
DisclosureSEC source: 0000950170-25-005759 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,815 F1 · shares: Grant of Restricted Stock that vests as follows: 15,000 shares to vest on each of January 13, 2026, January 13, 2027, January 13, 2028 and January 13, 2029. F2 · balance_after: Consists of 146,955 shares of stock held directly, 158,925 fully vested shares of Restricted Stock and 245,935 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, March 21, 2025 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; 10,000 shares to vest on each of October 25, 2025, October 25, 2026 and October 25, 2027; and 15,000 shares to vest on each of January 13, 2026, January 13, 2027, January 13, 2028 and January 13, 2029. Read SEC document |
| December 21, 2024 Filed Dec 23, 2024 20:27 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 12,807 | $1.84 | $23,500.85 |
DisclosureSEC source: 0000950170-24-139519 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,815 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly, 158,925 fully vested shares of Restricted Stock and 185,935 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, March 21, 2024 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; and 10,000 shares to vest on each of October 25, 2025, October 25, 2026 and October 25, 2027. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 14:11 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantCommon Stock | 16,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-035589 · rdgdoc.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,230 F1 · price: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the issuer's non-employee director compensation policy. Grant reflects director compensation for the third quarter of 2024. The number of shares received in lieu of cash was calculated based on the closing price of $0.66 per share of common stock on November 14, 2024. Read SEC document |
| October 25, 2024 Filed Oct 29, 2024 21:15 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 3,431 | $1.84 | $6,313.04 |
DisclosureSEC source: 0000950170-24-118362 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 504,622 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly, 132,749 fully vested shares of Restricted Stock and 224,918 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, December 21, 2024 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; and 10,000 shares to vest on each of October 25, 2025, October 25, 2026 and October 25, 2027. Read SEC document |
| September 21, 2024 Filed Sep 24, 2024 17:03 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 12,696 | $1.73 | $21,900.60 |
DisclosureSEC source: 0000950170-24-108970 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 508,053 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly, 126,180 fully vested shares of Restricted Stock and 234,918 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, December 21, 2024 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; and 10,000 shares to vest on each of October 25, 2024, October 25, 2025, October 25, 2026 and October 25, 2027. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 13:49 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantCommon Stock | 8,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-027331 · rdgdoc.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,570 F1 · price: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the issuer's non-employee director compensation policy. Grant reflects director compensation for the second quarter of 2024. The number of shares received in lieu of cash was calculated based on the closing price of $1.26 per share of common stock on August 16, 2024. Read SEC document |
| June 21, 2024 Filed Jun 25, 2024 18:50 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 13,295 | $1.46 | $19,344.23 |
DisclosureSEC source: 0000950170-24-077206 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 520,749 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly, 99,893 fully vested shares of Restricted Stock and 273,901 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, September 21, 2024 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; and 10,000 shares to vest on each of October 25, 2024, October 25, 2025, October 25, 2026 and October 25, 2027. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 17:07 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantStock Option (Right to Buy) · Derivative | 15,562 | $0.00 Strike: $1.28 | $0.00 |
DisclosureSEC source: 0001437749-24-019341 · rdgdoc.xml · derivative · entry 2 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,562 Underlying: Common Stock · 15,562 shares Expires 2034-06-03 F2 · derivative.exercise_date: The option vests over a one year period in equal quarterly installments. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 17:07 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantCommon Stock | 8,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-019341 · rdgdoc.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,839 F1 · price: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the issuer's non-employee director compensation policy. Grant reflects director compensation for the first quarter of 2024. The number of shares received in lieu of cash was calculated based on the closing price of $1.28 per share of common stock on June 3, 2024. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 13:40 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 15,473 | $1.71 | $26,381.47 |
DisclosureSEC source: 0000950170-24-035671 · ownership.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 534,044 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly, 74,205 fully vested shares of Restricted Stock and 312,884 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, June 21, 2024 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; and 10,000 shares to vest on each of October 25, 2024, October 25, 2025, October 25, 2026 and October 25, 2027. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 16:41 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantCommon Stock | 6,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-004379 · rdgdoc.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,245 F1 · price: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's non-employee director compensation policy. Grant reflects director compensation for the fourth quarter of 2023. The number of shares received in lieu of cash was calculated based on the closing price of $1.58 per share of common stock on February 13, 2024. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 19:23 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 13,602 | $1.82 | $24,755.64 |
DisclosureSEC source: 0001209191-23-059658 · doc4.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 549,517 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly, 50,695 fully vested shares of Restricted Stock and 351,867 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, March 21, 2024 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; and 10,000 shares to vest on each of October 25, 2024, October 25, 2025, October 25, 2026 and October 25, 2027. Read SEC document |
| November 28, 2023 Filed Nov 30, 2023 09:08 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantCommon Stock | 7,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-033221 · rdgdoc.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,915 F1 · price: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's non-employee directorcompensation policy. Grant reflects director compensation for the third quarter of 2023. The number of shares received in lieu of cash was calculated based on the closing price of $1.34per share of common stock on November 28, 2023. Read SEC document |
| October 25, 2023 Filed Oct 26, 2023 20:10 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | GrantClass B Common Stock, par value $.01 per share | 40,000 | $1.52 | $60,600.00 |
DisclosureSEC source: 0001209191-23-053663 · doc4.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 563,119 F1 · shares: Grant of Restricted Stock that vests as follows: 10,000 shares on each of October 25, 2024, October 25, 2025, October 25, 2026 and October 25, 2027. F2 · balance_after: Consists of 146,955 shares of stock held directly, 25,314 fully vested shares of Restricted Stock and 390,850 shares of unvested Restricted Stock that vest as follows: 38,983 shares to vest quarterly, December 21, 2023 through September 21, 2025, and 38,986 shares to vest on December 21, 2025; and 10,000 shares to vest on each of October 25, 2024, October 25, 2025, October 25, 2026 and October 25, 2027. Read SEC document |
| September 21, 2023 Filed Sep 22, 2023 13:10 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 13,669 | $2.21 | $30,140.15 |
DisclosureSEC source: 0001209191-23-050342 · doc4.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,119 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly, 25,314 fully vested shares of Restricted Stock and 350,850 shares of Restricted Stock that vest as follows: 38,983 shares to vest quarterly, December 21, 2023 through September 21, 2025; and 38,986 shares to vest on December 21, 2025. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 16:07 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantCommon Stock | 2,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-024418 · rdgdoc.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,449 F1 · price: Represents the grant of fully-vested shares of common stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's non-employee director compensation policy. Grant reflects director compensation for the second quarter of 2023. The number of shares received in lieu of cash was calculated based on the closing price of $1.36 per share of common stock on August 18, 2023. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 17:21 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 15,170 | $2.15 | $32,615.50 |
DisclosureSEC source: 0001209191-23-039011 · doc4.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536,788 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon vesting of Restricted Stock. F2 · balance_after: Consists of 146,955 shares of stock held directly and 389,833 shares of Restricted Stock that vest as follows: 38,983 shares to vest quarterly, September 21, 2023, through September 21, 2025; and 38,986 shares to vest on December 21, 2025. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 20:46 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantStock Option (Right to buy) · Derivative | 6,700 | $0.00 Strike: $1.37 | $0.00 |
DisclosureSEC source: 0001437749-23-016914 · rdgdoc.xml · derivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,700 Underlying: Common Stock · 6,700 shares Expires 2033-06-06 Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 13:26 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 15,625 | $1.67 | $26,093.75 |
DisclosureSEC source: 0001209191-23-020694 · doc4.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,958 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon vesting of Restricted Stock. F2 · balance_after: Consists of 123,142 shares of stock held directly and 428,816 shares of Restricted Stock that vest as follows: 38,983 shares to vest quarterly, June 21, 2023, through September 21, 2025; and 38,986 shares to vest on December 21, 2025. Read SEC document |
| December 21, 2022 Filed Dec 23, 2022 15:02 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | Tax withholdingClass B Common Stock, par value $.01 per share | 56,149 | $1.76 | $98,822.24 |
DisclosureSEC source: 0001209191-22-062549 · doc4.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567,583 F1 · shares: Represents shares withheld by the Issuer for tax purposes upon vesting of Restricted Stock. F2 · balance_after: Consists of 99,784 shares of stock held directly and 467,799 shares of Restricted Stock that vest as follows: 38,983 shares to vest quarterly, commencing March 21, 2023, through September 21, 2025; 38,986 shares to vest on December 21, 2025. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 13:48 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | GrantClass B Common Stock, par value $.01 per share | 623,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006648 · doc4.xml · nonDerivative · entry 1 CONKLING WILLIAM · CIK 0001852018 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,732 F1 · shares: Grant of Restricted Stock that vests as follows: 155,933 to vest on December 21, 2022; 38,983 shares to vest quarterly, commencing March 21, 2023, through September 21, 2025; and 38,986 shares to vest on December 21, 2025. F2 · balance_after: Consists of shares of Restricted Stock that vest as follows: 155,933 to vest on December 21, 2022; 38,983 shares to vest quarterly, commencing March 21, 2023, through September 21, 2025; and 38,986 shares to vest on December 21, 2025. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 13:17 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | GrantEmployee Stock Option (right to buy) · Derivative | 118,409 | $0.00 Strike: $40.85 | $0.00 |
DisclosureSEC source: 0001209191-21-027152 · doc4.xml · derivative · entry 2 CONKLING WILLIAM · CIK 0001852018 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,409 Underlying: Class B Common Stock · 118,409 shares Expires 2031-04-14 F1 · derivative.exercise_date: Options vest as follows: 29,602 on April 15, 2022; 2,467 monthly for thirty-five months commencing on May 15, 2022; and 2,462 on April 15, 2025. 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.