Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIOVIE INC.BIVI · Entity 7702 | Director | January 05, 2026 | January 09, 2026 |
| HALOZYME THERAPEUTICS, INC.HALO · Entity 793 | Director | May 05, 2026 | May 07, 2026 |
| OptimizeRx CorpOPRX · Entity 213 | Director | June 09, 2026 | June 10, 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.
BIOVIE INC.
Report date January 05, 2026 · Filed January 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.31 · Expires 2031-01-05 | Direct | 90,000 |
Reported balance
After 2026-01-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-05 · Grant · Acquired 90,000 · Balance 90,000 F1: The options vest in four equal installments on February 10, 2026, May 11, 2026, August 11, 2026 and the earlier of November 11, 2026 and the date of the registrant's 2026 annual shareholders' meeting. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.31 · Expires 2031-01-05 | Direct | 330,500 |
Reported balance
After 2026-01-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-05 · Grant · Acquired 330,500 · Balance 330,500 F2: 75% of the options vested on January 5, 2026 and the remainder of the options vest in three equal installments on January 5, 2027, January 5, 2028 and January 5, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest in four equal installments on February 10, 2026, May 11, 2026, August 11, 2026 and the earlier of November 11, 2026 and the date of the registrant's 2026 annual shareholders' meeting.
F2: 75% of the options vested on January 5, 2026 and the remainder of the options vest in three equal installments on January 5, 2027, January 5, 2028 and January 5, 2029.
HALOZYME THERAPEUTICS, INC.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,685 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 3,796 · Balance 4,685 F1: Represents annual restricted stock unit ("RSU") grant under the Issuer's director compensation program. Each RSU represents the right to receive one share of common stock of the Issuer. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders. These stock units are subject to a written deferral election under the Issuer's Directors Deferred Equity Compensation Plan pursuant to which shares of common stock are released to the reporting person upon completion of service as a director. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $65.87 · Expires 2036-05-05 | Direct | 6,040 |
Reported balance
After 2026-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-05 · Grant · Acquired 6,040 · Balance 6,040 F2: Represents annual stock option grant under the Issuer's director compensation program. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents annual restricted stock unit ("RSU") grant under the Issuer's director compensation program. Each RSU represents the right to receive one share of common stock of the Issuer. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders. These stock units are subject to a written deferral election under the Issuer's Directors Deferred Equity Compensation Plan pursuant to which shares of common stock are released to the reporting person upon completion of service as a director.
F2: Represents annual stock option grant under the Issuer's director compensation program. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders.
OptimizeRx Corp
Report date June 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 433,837 |
Reported balance
After 2026-06-09 transaction · row 1
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 34,517 · Balance 433,837 F1: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders.
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 |
|---|---|---|---|---|---|---|
| January 10, 2018 Filed Jan 12, 2018 21:32 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-18-000485 · f4011018lang_optimizerx.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| January 02, 2018 Filed Aug 15, 2018 19:48 UTC | BIOVIE INC. bivi · Entity 7702 | GrantWarrants · Derivative | 166,667 | $0.15 Strike: $0.15 | $25,000.05 |
DisclosureSEC source: 0001703090-18-000004 · primary_doc.xml · derivative · entry 6 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,485 Underlying: common stock · 166,667 shares Expires 2025-01-01 Read SEC document |
| January 02, 2018 Filed Aug 15, 2018 19:48 UTC | BIOVIE INC. bivi · Entity 7702 | Grantcommon stock | 200,000 | $0.15 | $30,000.00 |
DisclosureSEC source: 0001703090-18-000004 · primary_doc.xml · nonDerivative · entry 3 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730,303 Read SEC document |
| January 02, 2018 Filed Aug 15, 2018 19:48 UTC | BIOVIE INC. bivi · Entity 7702 | Grantcommon stock | 166,667 | $0.15 | $25,000.05 |
DisclosureSEC source: 0001703090-18-000004 · primary_doc.xml · nonDerivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,303 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 19:08 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-17-010181 · f4092917lang_optimizerx.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| July 28, 2017 Filed Aug 15, 2018 19:48 UTC | BIOVIE INC. bivi · Entity 7702 | GrantWarrants · Derivative | 56,818 | $0.60 Strike: $0.60 | $34,090.80 |
DisclosureSEC source: 0001703090-18-000004 · primary_doc.xml · derivative · entry 5 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,818 Underlying: common stock · 56,818 shares Expires 2022-07-28 Read SEC document |
| July 28, 2017 Filed Aug 15, 2018 19:48 UTC | BIOVIE INC. bivi · Entity 7702 | Grantcommon stock | 113,636 | $0.22 | $24,999.92 |
DisclosureSEC source: 0001703090-18-000004 · primary_doc.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,636 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 20:46 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-17-007052 · f4063017lang_optimizerx.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| March 31, 2017 Filed Apr 6, 2017 20:07 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-17-003442 · f4033117lang_optimizerx.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| December 08, 2016 Filed Aug 15, 2018 19:48 UTC | BIOVIE INC. bivi · Entity 7702 | Grantoptions · Derivative | 100,000 | $0.21 Strike: $0.21 | $21,000.00 |
DisclosureSEC source: 0001703090-18-000004 · primary_doc.xml · derivative · entry 4 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: common stock · 100,000 shares Expires 2021-12-08 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.