Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elicio Therapeutics, Inc.ANGN · Entity 299 | See Remarks | March 02, 2022 | March 04, 2022 |
| Serina Therapeutics, Inc.SER · Entity 9581 | Chief Financial Officer | May 21, 2026 | May 26, 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.
Elicio Therapeutics, Inc.
Report date March 02, 2022 · Filed March 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.99 · Expires 2032-03-01 | Direct | 100,000 |
Reported balance
After 2022-03-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-02 · Grant · Acquired 100,000 · Balance 100,000 F1: The total number of options vest in forty-eight (48) successive and equal monthly installments as measured from March 3, 2022 (the "Vesting Commencement Date"), such that 100% of the options will be fully vested and exercisable on the fourth anniversary of the Vesting Commencement Date. |
Filing footnotes · ownership attribution and instrument terms
F1: The total number of options vest in forty-eight (48) successive and equal monthly installments as measured from March 3, 2022 (the "Vesting Commencement Date"), such that 100% of the options will be fully vested and exercisable on the fourth anniversary of the Vesting Commencement Date.
Serina Therapeutics, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.89 · Expires 2036-05-21 | Direct | 123,019 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 123,019 · Balance 123,019 F1: Unless otherwise terminated as provided in the optionee's option agreement, 12/48ths of the shares subject to the option shall vest twelve months after the Vesting Commencement Date, and 1/48th of the shares subject to the option shall vest on the same calendar day of each subsequent month thereafter until the shares subject to the option are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Unless otherwise terminated as provided in the optionee's option agreement, 12/48ths of the shares subject to the option shall vest twelve months after the Vesting Commencement Date, and 1/48th of the shares subject to the option shall vest on the same calendar day of each subsequent month thereafter until the shares subject to the option are fully vested.
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 21, 2026 Filed May 26, 2026 23:35 UTC | Serina Therapeutics, Inc. SER · Entity 9581 | GrantStock Option (right to buy) · Derivative | 123,019 | $0.00 Strike: $1.89 | $0.00 |
DisclosureSEC source: 0001263244-26-000002 · wk-form4_1779838527.xml · derivative · entry 1 CURHAN GREGORY S · CIK 0001263244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,019 Underlying: Common Stock · 123,019 shares Expires 2036-05-21 F1 · derivative.exercise_date: Unless otherwise terminated as provided in the optionee's option agreement, 12/48ths of the shares subject to the option shall vest twelve months after the Vesting Commencement Date, and 1/48th of the shares subject to the option shall vest on the same calendar day of each subsequent month thereafter until the shares subject to the option are fully vested. Read SEC document |
| August 15, 2024 Filed Aug 21, 2024 01:01 UTC | Serina Therapeutics, Inc. SER · Entity 9581 | GrantStock Option (right to buy) · Derivative | 250,000 | $0.00 Strike: $6.66 | $0.00 |
DisclosureSEC source: 0001493152-24-033344 · ownership.xml · derivative · entry 1 CURHAN GREGORY S · CIK 0001263244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2024-08-15 F1 · derivative.exercise_date: The stock options vest in substantially equal monthly installments beginning on September 15, 2024 such that the stock options shall be fully vested on the fourth anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the applicable vesting dates. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:20 UTC | Elicio Therapeutics, Inc. ANGN · Entity 299 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0001601485-22-000011 · wf-form4_164642880552681.xml · derivative · entry 1 CURHAN GREGORY S · CIK 0001263244 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-03-01 F1 · derivative.exercise_date: The total number of options vest in forty-eight (48) successive and equal monthly installments as measured from March 3, 2022 (the "Vesting Commencement Date"), such that 100% of the options will be fully vested and exercisable on the fourth anniversary of the Vesting Commencement Date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 21:58 UTC | Elicio Therapeutics, Inc. ANGN · Entity 299 | PurchaseCommon Stock | 4,000 | $2.37 | $9,480.00 |
DisclosureSEC source: 0001601485-21-000085 · wf-form4_163969186318750.xml · nonDerivative · entry 1 CURHAN GREGORY S · CIK 0001263244 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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.