Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NuCana plcNCNA · Entity 8214 | Director | March 18, 2026 | March 20, 2026 |
| Pearl Diver Credit Co Inc.PDCC · Entity 7107 | Director | July 16, 2024 | July 16, 2024 |
| Spectral AI, Inc.MDAI · Entity 7203 | Director | June 04, 2025 | June 06, 2025 |
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.
NuCana plc
Report date March 18, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 28 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 28 |
| American Depositary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Each American Depositary Share ("ADS") represents 5,000 ordinary shares, nominal value 0.0004 Pounds Sterling per share (the "Ordinary Shares"), of NuCana plc (the "Company"). ADSs have no expiration date. |
| OptionsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-18 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: The Ordinary Shares underlying this option have an exercise price of 0.004 Pounds Sterling, completed vesting on June 20, 2025 and expire June 20, 2035. |
| OptionsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-18 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: The Ordinary Shares underlying this option have an exercise price of 0.0004 Pounds Sterling and will vest in full on June 20, 2026, subject to the Reporting Person's continued service with the Company through the applicable vesting date. |
| OptionsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-18 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F4: The Ordinary Shares underlying this option have an exercise price of 0.0005 Pounds Sterling, completed vesting on January 14, 2026 and expire January 14, 2036. |
| OptionsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-18 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F5: The Ordinary Shares underlying this option have an exercise price of 0.0004 Pounds Sterling and will vest in full on January 14, 2027, subject to the Reporting Person's continued service with the Company through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each American Depositary Share ("ADS") represents 5,000 ordinary shares, nominal value 0.0004 Pounds Sterling per share (the "Ordinary Shares"), of NuCana plc (the "Company"). ADSs have no expiration date.
F2: The Ordinary Shares underlying this option have an exercise price of 0.004 Pounds Sterling, completed vesting on June 20, 2025 and expire June 20, 2035.
F3: The Ordinary Shares underlying this option have an exercise price of 0.0004 Pounds Sterling and will vest in full on June 20, 2026, subject to the Reporting Person's continued service with the Company through the applicable vesting date.
F4: The Ordinary Shares underlying this option have an exercise price of 0.0005 Pounds Sterling, completed vesting on January 14, 2026 and expire January 14, 2036.
F5: The Ordinary Shares underlying this option have an exercise price of 0.0004 Pounds Sterling and will vest in full on January 14, 2027, subject to the Reporting Person's continued service with the Company through the applicable vesting date.
Pearl Diver Credit Co Inc.
Report date July 16, 2024 · Filed July 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-07-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Spectral AI, Inc.
Report date June 04, 2025 · Filed June 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,398 |
Reported balance
After 2025-06-04 transaction · row 1
1 source rowRow 1 · 2025-06-04 · Grant · Acquired 5,000 · Balance 24,398 F1: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 purchased at each separate price within the range set forth in this footnote. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $4.48 · Expires 2033-04-13 | Direct | 9,700 |
Reported balance
Holding disclosure · report date 2025-06-04 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 9,700 F2: 100% of the restricted units vested on 4/13/2026. |
| ISOSEC Table II · derivative / convertible security · Conversion / exercise price $1.67 · Expires 2034-05-15 | Direct | 28,764 |
Reported balance
Holding disclosure · report date 2025-06-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 28,764 F3: 100% of the stock options vested on the date of issuance. |
| ISOSEC Table II · derivative / convertible security · Conversion / exercise price $1.67 · Expires 2034-05-15 | Direct | 22,613 |
Reported balance
Holding disclosure · report date 2025-06-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 22,613 F4: 100% of the stock options were vested as if the date hereof. |
| NQSOSEC Table II · derivative / convertible security · Conversion / exercise price $1.25 · Expires 2035-04-23 | Direct | 75,000 |
Reported balance
Holding disclosure · report date 2025-06-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 75,000 F5: 25,000 of the stock options vest monthly over a 12 month period beginning on April 23, 2025. The remaining 50,000 stock options vest upon the achievement of certain milestones. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 purchased at each separate price within the range set forth in this footnote.
F2: 100% of the restricted units vested on 4/13/2026.
F3: 100% of the stock options vested on the date of issuance.
F4: 100% of the stock options were vested as if the date hereof.
F5: 25,000 of the stock options vest monthly over a 12 month period beginning on April 23, 2025. The remaining 50,000 stock options vest upon the achievement of certain milestones.
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 04, 2025 Filed Jun 6, 2025 20:00 UTC | Spectral AI, Inc. MDAI · Entity 7203 | GrantCommon Stock | 5,000 | $1.73 | $8,650.00 |
DisclosureSEC source: 0001213900-25-052072 · ownership.xml · nonDerivative · entry 1 Mellish Martin C.B. · CIK 0001992320 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,398 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| April 30, 2025 Filed Apr 30, 2025 21:02 UTC | Spectral AI, Inc. MDAI · Entity 7203 | GrantCommon Stock | 9,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-037721 · ownership.xml · nonDerivative · entry 1 Mellish Martin C.B. · CIK 0001992320 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,398 F1 · shares: The total includes 9,699 restricted stock units ("RSUs"), which are fully vested and were issued on 4/28/2025. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 21:21 UTC | Spectral AI, Inc. MDAI · Entity 7203 | OtherRESTRICTED STOCK UNITS · Derivative | 19,398 | Not disclosed Strike: $4.49 | Not disclosed |
DisclosureSEC source: 0001213900-23-076423 · ownership.xml · derivative · entry 1 Mellish Martin C.B. · CIK 0001992320 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,398 Underlying: COMMON STOCK · 19,398 shares Expires not disclosed F1 · kind: On September 11, 2023, Spectral AI, Inc., a Delaware corporation formerly known as Rosecliff Acquisition Corp. I (the "Issuer") and Spectral MD Holdings Ltd ("Spectral") consummated the business combination (the "Business Combination") pursuant to that certain business combination agreement, dated April 11, 2023 (as amended, the "Business Combination Agreement"). In connection with the closing of the Business Combination (the "Closing"), each 10.31 shares of common stock of Spectral outstanding immediately prior to the Closing were exchanged for one share of common stock of the Issuer, par value $0.0001 (the "Common Stock"). F2 · shares: Each restricted stock unit ("RSUs") represents a contingent right to receive one share of Common Stock. In connection with the Closing, the Issuer assumed the obligations of Spectral with respect to Spectral's outstanding RSUs. F4 · price: The RSUs do not expire, as they convert to shares of Common Stock once vested. F3 · derivative.exercise_date: The RSUs vest as follows: 50% of the RSUs vest on 4/13/2024, 25% vest on 4/13/2025, and the remainder vest on 4/13/2026. F5 · derivative.expiration_date: The Reporting Person received these securities in connection with the Closing, for no additional consideration. 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.