Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BTC Development Corp.BDCI · Entity 5773 | Director | September 29, 2025 | October 01, 2025 |
| Bancorp, Inc.TBBK · Entity 4314 | Director | May 27, 2026 | May 28, 2026 |
| vTv Therapeutics Inc.VTVT · Entity 6614 | Director | June 19, 2023 | June 21, 2023 |
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.
BTC Development Corp.
Report date September 29, 2025 · Filed October 01, 2025
This filing explicitly reported no securities owned.
Bancorp, Inc.
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,830 |
Reported balance
After 2026-05-27 transaction · row 1
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 3,600 · Balance 123,830 F1: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant.
vTv Therapeutics Inc.
Report date June 19, 2023 · Filed June 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.80 · Expires 2033-06-19 | Direct | 75,000 |
Reported balance
After 2023-06-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-19 · Grant · Acquired 75,000 · Balance 75,000 F1: This option vests in full on the one-year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests in full on the one-year anniversary of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RESOURCE AMERICA, INC.
Report date September 08, 2016 · Filed September 12, 2016
Section 16 reporting ended · disclosed 2016-09-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-09-08 transaction · row 1
1 source rowRow 1 · 2016-09-08 · Disposition to issuer · Disposed 60,200 · Balance 0 F1: In connection with the merger (the "Merger") of the Issuer with and into Regent Acquisition Inc. ("Regent"), a subsidiary of C-III Capital Partners LLC ("C-III"), pursuant to that certain Agreement and Plan of Merger dated as of May 22, 2016, by and among the Issuer, C-III and Regent, the Reporting Person received $9.78 in cash for each share of common stock and each restricted stock award and deferred stock unit award of the Issuer owned by the Reporting Person. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-08 · Disposition to issuer · Disposed 33,025 · Balance 0 F1: In connection with the merger (the "Merger") of the Issuer with and into Regent Acquisition Inc. ("Regent"), a subsidiary of C-III Capital Partners LLC ("C-III"), pursuant to that certain Agreement and Plan of Merger dated as of May 22, 2016, by and among the Issuer, C-III and Regent, the Reporting Person received $9.78 in cash for each share of common stock and each restricted stock award and deferred stock unit award of the Issuer owned by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the merger (the "Merger") of the Issuer with and into Regent Acquisition Inc. ("Regent"), a subsidiary of C-III Capital Partners LLC ("C-III"), pursuant to that certain Agreement and Plan of Merger dated as of May 22, 2016, by and among the Issuer, C-III and Regent, the Reporting Person received $9.78 in cash for each share of common stock and each restricted stock award and deferred stock unit award of the Issuer owned by the Reporting Person.
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 27, 2026 Filed May 28, 2026 22:58 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 3,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039852-26-000093 · ownership.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,830 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:13 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 3,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039852-25-000095 · ownership.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,230 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 30, 2024 Filed May 31, 2024 20:01 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 5,105 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950159-24-000199 · ownership.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,369 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 07, 2024 Filed May 7, 2024 20:00 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 1,000 | $32.53 | $32,530.00 |
DisclosureSEC source: 0000950159-24-000146 · ownership.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,264 Read SEC document |
| June 19, 2023 Filed Jun 21, 2023 20:15 UTC | vTv Therapeutics Inc. VTVT · Entity 6614 | GrantDirector stock option (right to buy) · Derivative | 75,000 | $0.00 Strike: $0.80 | $0.00 |
DisclosureSEC source: 0001641489-23-000028 · wk-form4_1687378498.xml · derivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A Common Stock · 75,000 shares Expires 2033-06-19 F1 · derivative.exercise_date: This option vests in full on the one-year anniversary of the date of grant. Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:11 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 2,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950159-23-000191 · ownership.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,264 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:13 UTC | vTv Therapeutics Inc. VTVT · Entity 6614 | GrantDirector stock option (right to buy) · Derivative | 105,128 | $0.00 Strike: $0.72 | $0.00 |
DisclosureSEC source: 0000950142-22-002107 · es220267481_4-kozlov.xml · derivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,128 Underlying: Class A Common Stock · 105,128 shares Expires 2032-07-01 F1 · derivative.exercise_date: An option to purchase 80,128 shares vested immediately on July 1, 2022. The remaining option to purchase 25,000 shares vests on June 1, 2023. Read SEC document |
| May 25, 2022 Filed May 26, 2022 20:03 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 4,598 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950159-22-000164 · ownership.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,482 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:41 UTC | vTv Therapeutics Inc. VTVT · Entity 6614 | GrantDirector stock option (right to buy) · Derivative | 15,000 | $0.00 Strike: $2.54 | $0.00 |
DisclosureSEC source: 0001562180-21-003227 · primarydocument.xml · derivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,250 Underlying: Class A Common Stock · 15,000 shares Expires 2031-05-03 F1 · derivative.exercise_date: The option vests in monthly installments over the three year period beginning May 3, 2021. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:03 UTC | vTv Therapeutics Inc. VTVT · Entity 6614 | PurchaseClass A common stock | 10,000 | $2.74 | $27,400.00 |
DisclosureSEC source: 0001562180-21-001762 · primarydocument.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · price: The price reported in column 4 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $2.7298 to $2.7399, inclusive. The reporting person undertakes to provide to vTv Therapeutics Inc. (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 acquired at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 09, 2021 Filed Mar 19, 2021 20:01 UTC Amendment | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 4,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001295401-21-000003 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,884 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 20:26 UTC | vTv Therapeutics Inc. VTVT · Entity 6614 | GrantDirector stock option (right to buy) · Derivative | 26,250 | $2.65 Strike: $2.65 | $69,562.50 |
DisclosureSEC source: 0001562180-20-004484 · primarydocument.xml · derivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,250 Underlying: Class A common stock · 26,250 shares Expires 2030-06-11 F1 · derivative.exercise_date: An option to acquire 2,812 shares is immediately vested on June 11, 2020. The remaining portion of the option grant (an option to acquire 23,438 shares) vests in monthly equal installments over the three year period beginning on June 11, 2020. Read SEC document |
| May 20, 2020 Filed May 21, 2020 20:58 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 13,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001295401-20-000034 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,100 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:28 UTC | vTv Therapeutics Inc. VTVT · Entity 6614 | PurchaseClass A common stock | 10,000 | $3.00 | $30,000.00 |
DisclosureSEC source: 0001562180-20-003677 · primarydocument.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · price: The price reported in column 4 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $2.94 to $3.01, inclusive. The reporting person undertakes to provide to vTv Therapeutics Inc. (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 acquired at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 09, 2020 Filed Feb 9, 2021 21:57 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 4,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950159-21-000040 · ownership.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,884 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 20:30 UTC | vTv Therapeutics Inc. VTVT · Entity 6614 | PurchaseClass A common stock | 5,000 | $1.65 | $8,250.00 |
DisclosureSEC source: 0001562180-19-004847 · primarydocument.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · price: The price reported in column 4 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $1.6473 to $1.6475, inclusive. The reporting person undertakes to provide to vTv Therapeutics Inc. (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 acquired at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 11, 2019 Filed Feb 11, 2019 23:44 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001295401-19-000037 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,000 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in one installment on the first anniversary of the date of grant. Read SEC document |
| May 16, 2018 Filed May 17, 2018 22:13 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001295401-18-000031 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,500 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:03 UTC Amendment | Bancorp, Inc. TBBK · Entity 4314 | SaleCommon Stock | 5,000 | $10.58 | $52,909.00 |
DisclosureSEC source: 0001295401-18-000007 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 F1 · price: Reporting Person sold 5,000 shares at prices ranging from $10.58 to $10.60 for an average price of $10.5818. Read SEC document |
| February 15, 2018 Filed Feb 15, 2018 21:04 UTC | Bancorp, Inc. TBBK · Entity 4314 | SaleCommon Stock | 500 | $10.59 | $5,296.50 |
DisclosureSEC source: 0001228774-18-000001 · primary_doc.xml · nonDerivative · entry 2 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Read SEC document |
| February 15, 2018 Filed Feb 15, 2018 21:04 UTC | Bancorp, Inc. TBBK · Entity 4314 | SaleCommon Stock | 4,500 | $10.60 | $47,677.50 |
DisclosureSEC source: 0001228774-18-000001 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,500 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 19:03 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001228774-17-000001 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 F1 · price: The reporting person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. The restricted stock units vest in three equal annual installments beginning on February 3, 2018. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 20:15 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001228774-16-000003 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F1 · price: The Reporting Person purchased an aggregate of 10,000 shares of common stock of the Issuer at prices ranging from $7.00 to $7.04 per share. Read SEC document |
| November 03, 2016 Filed Nov 3, 2016 21:06 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 7,500 | $6.65 | $49,902.75 |
DisclosureSEC source: 0001228774-16-000002 · primary_doc.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 10:39 UTC | RESOURCE AMERICA, INC. REXI · Entity 105983 | Disposition to issuerDeferred Stock Units · Derivative | 33,025 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-079414 · doc1.xml · derivative · entry 2 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,025 shares Expires not disclosed F1 · derivative.exercise_price: In connection with the merger (the "Merger") of the Issuer with and into Regent Acquisition Inc. ("Regent"), a subsidiary of C-III Capital Partners LLC ("C-III"), pursuant to that certain Agreement and Plan of Merger dated as of May 22, 2016, by and among the Issuer, C-III and Regent, the Reporting Person received $9.78 in cash for each share of common stock and each restricted stock award and deferred stock unit award of the Issuer owned by the Reporting Person. F1 · price: In connection with the merger (the "Merger") of the Issuer with and into Regent Acquisition Inc. ("Regent"), a subsidiary of C-III Capital Partners LLC ("C-III"), pursuant to that certain Agreement and Plan of Merger dated as of May 22, 2016, by and among the Issuer, C-III and Regent, the Reporting Person received $9.78 in cash for each share of common stock and each restricted stock award and deferred stock unit award of the Issuer owned by the Reporting Person. F1 · derivative.exercise_date: In connection with the merger (the "Merger") of the Issuer with and into Regent Acquisition Inc. ("Regent"), a subsidiary of C-III Capital Partners LLC ("C-III"), pursuant to that certain Agreement and Plan of Merger dated as of May 22, 2016, by and among the Issuer, C-III and Regent, the Reporting Person received $9.78 in cash for each share of common stock and each restricted stock award and deferred stock unit award of the Issuer owned by the Reporting Person. F1 · derivative.expiration_date: In connection with the merger (the "Merger") of the Issuer with and into Regent Acquisition Inc. ("Regent"), a subsidiary of C-III Capital Partners LLC ("C-III"), pursuant to that certain Agreement and Plan of Merger dated as of May 22, 2016, by and among the Issuer, C-III and Regent, the Reporting Person received $9.78 in cash for each share of common stock and each restricted stock award and deferred stock unit award of the Issuer owned by the Reporting Person. Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 10:39 UTC | RESOURCE AMERICA, INC. REXI · Entity 105983 | Disposition to issuerCommon Stock | 60,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-079414 · doc1.xml · nonDerivative · entry 1 KOZLOV HERSH · CIK 0001228774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: In connection with the merger (the "Merger") of the Issuer with and into Regent Acquisition Inc. ("Regent"), a subsidiary of C-III Capital Partners LLC ("C-III"), pursuant to that certain Agreement and Plan of Merger dated as of May 22, 2016, by and among the Issuer, C-III and Regent, the Reporting Person received $9.78 in cash for each share of common stock and each restricted stock award and deferred stock unit award of the Issuer owned by the Reporting Person. 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.