person · Reporting owner
Lundquist Kevin Michael
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CapsoVision, IncCV · Entity 5974 | Chief Financial Officer | July 01, 2025 | July 01, 2025 |
| Outlook Therapeutics, Inc.OTLK · Entity 608 | Chief Financial Officer | September 01, 2026 | September 02, 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.
CapsoVision, Inc
Report date July 01, 2025 · Filed July 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.17 · Expires 2034-11-12 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-07-01 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The options vest as to 25% of the shares subject to the option on November 1, 2025 and as to the remaining 75% of the shares in 36 equal monthly installments thereafter through November 1, 2028, subject to continued service to the Issuer on each such date. The options, to the extent then outstanding and unvested, will vest in full upon a change in control of the Issuer. The number of underlying shares of common stock reported in Column 3 and the exercise price reported in Column 4 do not reflect a one-for-3.33 reverse stock split, to be effective immediately prior to the closing to the Issuer's initial public offering. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest as to 25% of the shares subject to the option on November 1, 2025 and as to the remaining 75% of the shares in 36 equal monthly installments thereafter through November 1, 2028, subject to continued service to the Issuer on each such date. The options, to the extent then outstanding and unvested, will vest in full upon a change in control of the Issuer. The number of underlying shares of common stock reported in Column 3 and the exercise price reported in Column 4 do not reflect a one-for-3.33 reverse stock split, to be effective immediately prior to the closing to the Issuer's initial public offering.
Outlook Therapeutics, Inc.
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.63 · Expires 2036-09-01 | Direct | 500,000 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 500,000 · Balance 500,000 F1: The option was granted by Outlook Therapeutics, Inc. (the "Issuer") as an inducement material to the Reporting Person's entry into employment with the Issuer in accordance with Nasdaq Listing Rule 5635(c)(4). 25% of the shares subject to the option shall vest on September 1, 2027, with the remaining shares vesting in equal monthly installments over the following three years thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was granted by Outlook Therapeutics, Inc. (the "Issuer") as an inducement material to the Reporting Person's entry into employment with the Issuer in accordance with Nasdaq Listing Rule 5635(c)(4). 25% of the shares subject to the option shall vest on September 1, 2027, with the remaining shares vesting in equal monthly installments over the following three years thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 20:32 UTC | Outlook Therapeutics, Inc. OTLK · Entity 608 | GrantEmployee Stock Option (Right to Buy) · Derivative | 500,000 | $0.00 Strike: $0.63 | $0.00 |
DisclosureSEC source: 0002074701-26-000005 · form4-09022026_080957.xml · derivative · entry 1 Lundquist Kevin Michael · CIK 0002074701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 shares Expires 2036-09-01 F1 · derivative.exercise_date: The option was granted by Outlook Therapeutics, Inc. (the "Issuer") as an inducement material to the Reporting Person's entry into employment with the Issuer in accordance with Nasdaq Listing Rule 5635(c)(4). 25% of the shares subject to the option shall vest on September 1, 2027, with the remaining shares vesting in equal monthly installments over the following three years thereafter, subject to the Reporting Person's continuous service with the Issuer on each such date. 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.