Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 20/20 Biolabs, Inc.AIDX · Entity 8097 | Chief Financial Officer | April 02, 2026 | April 06, 2026 |
| SMART FOR LIFE, INC.SMFL · Entity 87580 | Chief Financial Officer | September 05, 2023 | September 07, 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.
20/20 Biolabs, Inc.
Report date April 02, 2026 · Filed April 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.88 · Expires 2036-04-02 | Direct | 100,000 |
Reported balance
After 2026-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-02 · Grant · Acquired 100,000 · Balance 100,000 F1: 25,000 of the shares subject to the stock option will vest on the first anniversary of the date of grant and the remaining shares will vest in equal monthly installments over the following 36 months, subject to the Reporting Person's continuous service to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: 25,000 of the shares subject to the stock option will vest on the first anniversary of the date of grant and the remaining shares will vest in equal monthly installments over the following 36 months, subject to the Reporting Person's continuous service to the Issuer.
SMART FOR LIFE, INC.
Report date September 05, 2023 · Filed September 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.11 · Expires 2033-09-05 | Direct | 20,000 |
Reported balance
After 2023-09-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-09-05 · Grant · Acquired 20,000 · Balance 20,000 F1: The shares underlying the stock option shall vest in full on the date that the Issuer's stockholders approve Amendment No. 2 to the Smart for Life, Inc. 2022 Equity Incentive Plan, subject to the reporting person's continuous service (as defined in the Smart for Life, Inc. 2022 Equity Incentive Plan, as amended). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.99 · Expires 2033-09-06 | Direct | 20,000 |
Reported balance
After 2023-09-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-06 · Grant · Acquired 20,000 · Balance 20,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying the stock option shall vest in full on the date that the Issuer's stockholders approve Amendment No. 2 to the Smart for Life, Inc. 2022 Equity Incentive Plan, subject to the reporting person's continuous service (as defined in the Smart for Life, Inc. 2022 Equity Incentive Plan, as amended).
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 |
|---|---|---|---|---|---|---|
| April 02, 2026 Filed Apr 6, 2026 21:56 UTC | 20/20 Biolabs, Inc. AIDX · Entity 8097 | GrantStock Option · Derivative | 100,000 | $0.00 Strike: $1.88 | $0.00 |
DisclosureSEC source: 0001213900-26-040583 · ownership.xml · derivative · entry 1 Bergman Alan B. · CIK 0001907908 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2036-04-02 F1 · security: 25,000 of the shares subject to the stock option will vest on the first anniversary of the date of grant and the remaining shares will vest in equal monthly installments over the following 36 months, subject to the Reporting Person's continuous service to the Issuer. F1 · kind: 25,000 of the shares subject to the stock option will vest on the first anniversary of the date of grant and the remaining shares will vest in equal monthly installments over the following 36 months, subject to the Reporting Person's continuous service to the Issuer. F1 · derivative.exercise_date: 25,000 of the shares subject to the stock option will vest on the first anniversary of the date of grant and the remaining shares will vest in equal monthly installments over the following 36 months, subject to the Reporting Person's continuous service to the Issuer. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 16:57 UTC | SMART FOR LIFE, INC. SMFL · Entity 87580 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $0.99 | $0.00 |
DisclosureSEC source: 0001213900-23-075040 · ownership.xml · derivative · entry 2 Bergman Alan B. · CIK 0001907908 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2033-09-06 Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 16:57 UTC | SMART FOR LIFE, INC. SMFL · Entity 87580 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $1.11 | $0.00 |
DisclosureSEC source: 0001213900-23-075040 · ownership.xml · derivative · entry 1 Bergman Alan B. · CIK 0001907908 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2033-09-05 F1 · derivative.exercise_date: The shares underlying the stock option shall vest in full on the date that the Issuer's stockholders approve Amendment No. 2 to the Smart for Life, Inc. 2022 Equity Incentive Plan, subject to the reporting person's continuous service (as defined in the Smart for Life, Inc. 2022 Equity Incentive Plan, as amended). Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 16:16 UTC | SMART FOR LIFE, INC. SMFL · Entity 87580 | GrantStock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $0.63 | $0.00 |
DisclosureSEC source: 0001213900-22-048634 · ownership.xml · derivative · entry 1 Bergman Alan B. · CIK 0001907908 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-08-12 F1 · derivative.exercise_date: 1/36 of the shares underlying the stock option shall vest on the last day of each quarter (March 31, June 30, September 30 and December 31) commencing on September 30, 2022, subject to the reporting person's continuous service (as defined in the Smart for Life, Inc. 2022 Equity Incentive Plan). Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 16:13 UTC | SMART FOR LIFE, INC. SMFL · Entity 87580 | GrantCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-012158 · ownership.xml · nonDerivative · entry 1 Bergman Alan B. · CIK 0001907908 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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.