Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Better Therapeutics, Inc.BTTX · Entity 94385 | Chief Financial Officer | March 01, 2023 | April 21, 2023 |
| Volato Group, Inc.SOAR · Entity 7868 | Chief Financial Officer | March 27, 2026 | March 31, 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.
Better Therapeutics, Inc.
Report date March 01, 2023 · Filed April 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 139,723 |
Reported balance
After 2023-04-05 transaction · row 1
1 source rowRow 1 · 2023-04-05 · Grant · Acquired 54,000 · Balance 139,723 F1: The shares represent restricted stock units (each, an "RSU") granted on April 5, 2023, which vest as to 1/2 of the shares on March 24, 2024 and the remaining shares vest on March 24, 2025, provided the Reporting Person continues to have a service relationship with Issuer on each vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.14 · Expires 2033-02-28 | Direct | 28,550 |
Reported balance
After 2023-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-01 · Grant · Acquired 28,550 · Balance 28,550 F2: The stock option vests as to 1/4 of the shares subject to the stock option on March 1, 2024 and the remaining shares vest in 36 equal monthly installments thereafter, provided the Reporting Person continues to have a service relationship with Issuer on each vesting date. The stock option was granted on March 1, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 2,280.605 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,280.605 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares represent restricted stock units (each, an "RSU") granted on April 5, 2023, which vest as to 1/2 of the shares on March 24, 2024 and the remaining shares vest on March 24, 2025, provided the Reporting Person continues to have a service relationship with Issuer on each vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The stock option vests as to 1/4 of the shares subject to the stock option on March 1, 2024 and the remaining shares vest in 36 equal monthly installments thereafter, provided the Reporting Person continues to have a service relationship with Issuer on each vesting date. The stock option was granted on March 1, 2023.
Volato Group, Inc.
Report date March 27, 2026 · Filed March 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,919 |
Reported balance
After 2026-03-27 transaction · row 1
1 source rowRow 1 · 2026-03-27 · Grant · Acquired 10,000 · Balance 60,919 |
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 |
|---|---|---|---|---|---|---|
| March 27, 2026 Filed Mar 31, 2026 12:07 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 10,000 | $0.26 | $2,600.00 |
DisclosureSEC source: 0001628280-26-022229 · wk-form4_1774958825.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,919 Read SEC document |
| May 07, 2025 Filed May 9, 2025 21:10 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-024366 · wk-form4_1746825013.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,963 F1 · shares: The shares represent a restricted stock award (RSA) granted under the 2023 Stock Incentive Plan. The RSA vested immediately. The award of the RSA is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3(d)(1) promulgated thereunder. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:48 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantPerformance-Based Restricted Stock Unit · Derivative | 47,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027731 · wk-form4_1718146075.xml · derivative · entry 2 Heinen Mark · CIK 0001888531 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,840 Underlying: Common Stock · 47,840 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon SOAR's common stock achieving a specified price per share. F2 · derivative.exercise_date: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon SOAR's common stock achieving a specified price per share. F2 · derivative.expiration_date: Each Performance-Based RSU represents a contingent right to receive one share of SOAR common stock. The performance rights vest upon SOAR's common stock achieving a specified price per share. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:48 UTC | Volato Group, Inc. SOAR · Entity 7868 | GrantCommon Stock | 139,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027731 · wk-form4_1718146075.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,963 F1 · shares: The shares represent Restricted Stock Units ("RSUs") granted on June 7, 2024. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. 123,038 RSU's shall vest 25% of the shares subject to 12 months of continuous employment on the vesting commencement date and 1/48th shall vest subject to continuous employment thereafter. 16,425 RSU's shall vest 25% of the shares subject to 12 months of continuous employment the vesting commencement date and 1/48th shall vest subject to continuous employment thereafter. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 22:15 UTC | Volato Group, Inc. SOAR · Entity 7868 | PurchaseCommon Stock | 8,500 | $0.80 | $6,800.00 |
DisclosureSEC source: 0001628280-24-027587 · wk-form4_1718057726.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,500 Read SEC document |
| April 05, 2023 Filed Apr 21, 2023 18:14 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | GrantCommon Stock | 54,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-013898 · ownership.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,723 F1 · shares: The shares represent restricted stock units (each, an "RSU") granted on April 5, 2023, which vest as to 1/2 of the shares on March 24, 2024 and the remaining shares vest on March 24, 2025, provided the Reporting Person continues to have a service relationship with Issuer on each vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| March 01, 2023 Filed Apr 21, 2023 18:14 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | GrantStock Option (Right to Buy) · Derivative | 28,550 | $0.00 Strike: $1.14 | $0.00 |
DisclosureSEC source: 0000950170-23-013898 · ownership.xml · derivative · entry 3 Heinen Mark · CIK 0001888531 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,550 Underlying: Common Stock · 28,550 shares Expires 2033-02-28 F2 · derivative.exercise_date: The stock option vests as to 1/4 of the shares subject to the stock option on March 1, 2024 and the remaining shares vest in 36 equal monthly installments thereafter, provided the Reporting Person continues to have a service relationship with Issuer on each vesting date. The stock option was granted on March 1, 2023. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 16:15 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | GrantCommon Stock | 15,723 | $1.24 | $19,512.24 |
DisclosureSEC source: 0000899243-22-037417 · doc4.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,723 F1 · kind: These shares were acquired under the Better Therapeutics, Inc. 2021 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| September 13, 2022 Filed Sep 14, 2022 16:37 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | PurchaseCommon Stock | 26,132 | $1.94 | $50,696.08 |
DisclosureSEC source: 0000899243-22-031045 · doc4.xml · nonDerivative · entry 2 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 16:37 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | PurchaseCommon Stock | 23,868 | $1.94 | $46,303.92 |
DisclosureSEC source: 0000899243-22-031045 · doc4.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,868 Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 16:24 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | PurchaseCommon Stock | 2,280.605 | $1.75 | $3,999.95 |
DisclosureSEC source: 0000899243-22-024391 · doc4.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Disclosed balance after: 2,280.605 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.7539 to $1.7576, inclusive. The Reporting Person undertakes to provide to 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 sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 10, 2022 Filed Jun 10, 2022 18:23 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | PurchaseCommon Stock | 5,000 | $1.56 | $7,800.00 |
DisclosureSEC source: 0000899243-22-021998 · doc4.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 16:28 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | GrantStock Option (Right to Buy) · Derivative | 32,800 | $0.00 Strike: $1.97 | $0.00 |
DisclosureSEC source: 0000899243-22-013344 · doc4.xml · derivative · entry 2 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,800 Underlying: Common Stock · 32,800 shares Expires 2032-03-31 F1 · derivative.exercise_date: The stock option vests as to 1/4 of the shares subject to the stock option on April 1, 2023 and the remaining shares vest in 36 equal monthly installments thereafter, provided the Reporting Person continues to have a service relationship with Issuer on each vesting date. The stock option was granted on April 1, 2022. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 16:28 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | PurchaseCommon Stock | 5,000 | $1.98 | $9,900.00 |
DisclosureSEC source: 0000899243-22-013344 · doc4.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| December 15, 2021 Filed Dec 15, 2021 16:53 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | PurchaseCommon Stock | 2,333 | $4.70 | $10,953.44 |
DisclosureSEC source: 0000899243-21-048374 · doc4.xml · nonDerivative · entry 3 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 16:53 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | PurchaseCommon Stock | 500 | $5.44 | $2,721.20 |
DisclosureSEC source: 0000899243-21-048374 · doc4.xml · nonDerivative · entry 2 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,667 Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 16:53 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | PurchaseCommon Stock | 500 | $5.45 | $2,725.00 |
DisclosureSEC source: 0000899243-21-048374 · doc4.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,167 F1 · balance_after: Reflects the correction of an immaterial error in Column 5 reported in the Reporting Person's Form 4 filed on November 1, 2021. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 20:47 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | GrantStock Option (Right to Buy) · Derivative | 51,920 | $0.00 Strike: $10.97 | $0.00 |
DisclosureSEC source: 0000899243-21-042247 · doc4.xml · derivative · entry 2 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,920 Underlying: Common Stock · 51,920 shares Expires 2031-10-27 F3 · derivative.exercise_date: Following the Issuer's filing of Form S-8 to register the shares subject to the stock option, the stock option vests as to 1/4 of the shares subject to the stock option on May 10, 2022 and the remaining shares vest in 36 equal monthly installments thereafter, provided the Reporting Person continues to have a service relationship with Issuer on each vesting date. The stock option was granted on October 28, 2021. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 20:47 UTC | Better Therapeutics, Inc. BTTX · Entity 94385 | GrantCommon Stock | 6,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-042247 · doc4.xml · nonDerivative · entry 1 Heinen Mark · CIK 0001888531 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated April 6, 2021, as amended (the "Merger Agreement"), by and among Mountain Crest Acquisition Corp. II ("Issuer"), MCAD Merger Sub Inc. ("Merger Sub") and Better Therapeutics, Inc. ("BTX"), on October 28, 2021, Merger Sub merged with and into BTX, with BTX surviving the merger as a wholly-owned subsidiary of Issuer (such merger and the other transactions contemplated by the Merger Agreement, the "Business Combination"). F2 · kind: At the effective time of the Business Combination, each share of BTX common stock (including shares of BTX common stock resulting from the conversion of BTX preferred stock and BTX Simple Agreements for Future Equity) was converted into a right to receive the number of shares of Issuer common stock equal to the product of the number of shares of BTX common stock and 0.9475, with fractional shares rounded to the nearest whole share. Issuer subsequently changed its name to Better Therapeutics, Inc. F1 · price: Pursuant to the Agreement and Plan of Merger, dated April 6, 2021, as amended (the "Merger Agreement"), by and among Mountain Crest Acquisition Corp. II ("Issuer"), MCAD Merger Sub Inc. ("Merger Sub") and Better Therapeutics, Inc. ("BTX"), on October 28, 2021, Merger Sub merged with and into BTX, with BTX surviving the merger as a wholly-owned subsidiary of Issuer (such merger and the other transactions contemplated by the Merger Agreement, the "Business Combination"). F2 · price: At the effective time of the Business Combination, each share of BTX common stock (including shares of BTX common stock resulting from the conversion of BTX preferred stock and BTX Simple Agreements for Future Equity) was converted into a right to receive the number of shares of Issuer common stock equal to the product of the number of shares of BTX common stock and 0.9475, with fractional shares rounded to the nearest whole share. Issuer subsequently changed its name to Better Therapeutics, Inc. 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.