Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CapsoVision, IncCV · Entity 5974 | Director · See Remarks | June 01, 2026 | June 03, 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.
CapsoVision, Inc
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.90 · Expires 2036-06-01 | Direct | 629,304 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 358,344 · Balance 629,304 F1: The options vest as to 25% of the shares subject to the option on June 1, 2027 and as to the remaining 75% of the shares in 36 equal monthly installments thereafter through June 1, 2030, subject to continued service to the Issuer on each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest as to 25% of the shares subject to the option on June 1, 2027 and as to the remaining 75% of the shares in 36 equal monthly installments thereafter through June 1, 2030, subject to continued service to the Issuer on each such date.
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 01, 2026 Filed Jun 3, 2026 14:16 UTC | CapsoVision, Inc CV · Entity 5974 | GrantStock Option (right to buy) · Derivative | 358,344 | $0.00 Strike: $6.90 | $0.00 |
DisclosureSEC source: 0002075513-26-000002 · wk-form4_1780510579.xml · derivative · entry 1 Wang Kang-Huai · CIK 0002075513 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 629,304 Underlying: Common Stock · 358,344 shares Expires 2036-06-01 F1 · derivative.exercise_date: The options vest as to 25% of the shares subject to the option on June 1, 2027 and as to the remaining 75% of the shares in 36 equal monthly installments thereafter through June 1, 2030, subject to continued service to the Issuer on each such date. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 17:25 UTC | CapsoVision, Inc CV · Entity 5974 | ConversionSeries H Preferred Stock · Derivative | 35,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-094308 · ownership.xml · derivative · entry 5 Wang Kang-Huai · CIK 0002075513 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,794 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.exercise_date: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.expiration_date: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.underlying_shares: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 17:25 UTC | CapsoVision, Inc CV · Entity 5974 | ConversionSeries D Preferred Stock · Derivative | 11,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-094308 · ownership.xml · derivative · entry 4 Wang Kang-Huai · CIK 0002075513 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,336 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.exercise_date: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.expiration_date: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.underlying_shares: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 17:25 UTC | CapsoVision, Inc CV · Entity 5974 | ConversionSeries C-1 Preferred Stock · Derivative | 33,707 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-094308 · ownership.xml · derivative · entry 3 Wang Kang-Huai · CIK 0002075513 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,122 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.exercise_date: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.expiration_date: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.underlying_shares: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 17:25 UTC | CapsoVision, Inc CV · Entity 5974 | ConversionSeries A Preferred Stock · Derivative | 1,407,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-094308 · ownership.xml · derivative · entry 2 Wang Kang-Huai · CIK 0002075513 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 422,644 shares Expires not disclosed 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 · derivative.exercise_price: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.exercise_date: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.expiration_date: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · derivative.underlying_shares: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. Read SEC document |
| July 03, 2025 Filed Jul 7, 2025 17:25 UTC | CapsoVision, Inc CV · Entity 5974 | ConversionCommon Stock | 446,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-094308 · ownership.xml · nonDerivative · entry 1 Wang Kang-Huai · CIK 0002075513 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 721,732 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 · price: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. F1 · balance_after: Each share of Series A preferred stock, Series C-1 preferred stock, Series D preferred stock and Series H preferred stock automatically converted into approximately 0.3003 shares of the Issuer's common stock upon the closing of the Issuer's initial public offering. The number of shares reported herein gives effect to a 1-for-3.33 reverse stock split of the Issuer's common stock effected by the Issuer on July 2, 2025 in connection with its initial public offering. 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.