Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Akso Health GroupAHG · Entity 5159 | Director | March 18, 2026 | March 18, 2026 |
| SolarMax Technology, Inc.SMXT · Entity 7834 | Chief Financial Officer | February 12, 2024 | February 20, 2024 |
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.
Akso Health Group
Report date March 18, 2026 · Filed March 18, 2026
This filing explicitly reported no securities owned.
SolarMax Technology, Inc.
Report date February 12, 2024 · Filed February 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-02-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $5.01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-02-12 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: The stock option is a non-qualified stock option granted pursuant to the Company's 2016 Equity Incentive Plan, and is exercisable as to 149,802 shares and becomes exercisable as to the remaining shares on the closing date of the Company's initial public offering. The option expires on April 30, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option is a non-qualified stock option granted pursuant to the Company's 2016 Equity Incentive Plan, and is exercisable as to 149,802 shares and becomes exercisable as to the remaining shares on the closing date of the Company's initial public offering. The option expires on April 30, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STAAR SURGICAL CO
Report date April 28, 2017 · Filed April 28, 2017
Section 16 reporting ended · disclosed 2017-04-28. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 21, 2017 Filed Mar 21, 2017 20:46 UTC | STAAR SURGICAL CO STAA · Entity 4851 | GrantCommon Stock Options · Derivative | 22,500 | $0.00 Strike: $9.30 | $0.00 |
DisclosureSEC source: 0001209191-17-022063 · doc4.xml · derivative · entry 3 Brown Stephen P · CIK 0001586456 · VP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 22,500 shares Expires 2027-03-20 F2 · security: The options granted become exercisable as follows: 1/3 on 3/21/2018 and the remaining 2/3 of such options shall become exercisable over the following 24 months in equal amounts on a monthly basis. In the event the options do not evenly divide into 24 months, the remaining balance of options granted shall become exercisable on 3/21/2020. Read SEC document |
| March 21, 2017 Filed Mar 21, 2017 20:46 UTC | STAAR SURGICAL CO STAA · Entity 4851 | GrantCommon Stock | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022063 · doc4.xml · nonDerivative · entry 2 Brown Stephen P · CIK 0001586456 · VP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,881 F1 · security: Award of 12,500 Restricted Stock Units of Common Stock (RSU), subject to forfeiture rights, which lapse as to 1/3 of the RSUs on 3/18/17, 1/3 of the RSUs on 3/18/18, and 1/3 of the RSUs on 3/18/19. Read SEC document |
| March 18, 2017 Filed Mar 21, 2017 20:46 UTC | STAAR SURGICAL CO STAA · Entity 4851 | Tax withholdingCommon Stock | 1,822 | $9.90 | $18,037.80 |
DisclosureSEC source: 0001209191-17-022063 · doc4.xml · nonDerivative · entry 1 Brown Stephen P · CIK 0001586456 · VP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,631 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.