Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Axogen, Inc.AXGN · Entity 4297 | Director | June 04, 2024 | June 06, 2024 |
| PDS Biotechnology CorpPDSB · Entity 7939 | Director | January 12, 2026 | March 03, 2026 |
| ZyVersa Therapeutics, Inc.ZVSA · Entity 8639 | Director | July 11, 2025 | July 15, 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.
Axogen, Inc.
Report date June 04, 2024 · Filed June 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 283,498 |
Reported balance
After 2024-06-04 transaction · row 1
1 source rowRow 1 · 2024-06-04 · Exercise / conversion · Acquired 11,904 · Balance 283,498 F1: Effective June 4, 2024, the Board of Directors accelerated the vesting of outstanding and unvested equity totaling 11, 904 shares of common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-06-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-04 · Exercise / conversion · Disposed 11,904 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Axogen, Inc. common stock. F1: Effective June 4, 2024, the Board of Directors accelerated the vesting of outstanding and unvested equity totaling 11, 904 shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective June 4, 2024, the Board of Directors accelerated the vesting of outstanding and unvested equity totaling 11, 904 shares of common stock.
F2: Each restricted stock unit represents a contingent right to receive one share of Axogen, Inc. common stock.
PDS Biotechnology Corp
Report date January 12, 2026 · Filed March 03, 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 $0.98 · Expires 2036-01-12 | Direct | 54,876 |
Reported balance
After 2026-01-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-12 · Grant · Acquired 54,876 · Balance 54,876 F1: The Stock Option will vest in full and become fully exercisable on the first anniversary of the date of grant, subject to the Reporting Person's continued service to the Issuer as a director through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Option will vest in full and become fully exercisable on the first anniversary of the date of grant, subject to the Reporting Person's continued service to the Issuer as a director through such date.
ZyVersa Therapeutics, Inc.
Report date July 11, 2025 · Filed July 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.59 · Expires 2035-07-11 | Direct | 11,066 |
Reported balance
After 2025-07-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-07-11 · Grant · Acquired 11,066 · Balance 11,066 F1: The options were granted on July 11, 2025, and vest and become exercisable in equal annual installments on the first three anniversaries of the grant date, subject to the Reporting Person's continued service on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The options were granted on July 11, 2025, and vest and become exercisable in equal annual installments on the first three anniversaries of the grant date, subject to the Reporting Person's continued service on each such vesting 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 |
|---|---|---|---|---|---|---|
| December 29, 2016 Filed Jan 3, 2017 22:14 UTC | Axogen, Inc. AXGN · Entity 4297 | GrantEmployee Stock Option (right to purchase) · Derivative | 50,000 | $0.00 Strike: $8.95 | $0.00 |
DisclosureSEC source: 0001179110-17-000100 · edgar.xml · derivative · entry 1 Freitag Gregory Gene · CIK 0001492710 · Director · General Counsel & SVP BD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2026-12-29 F1 · derivative.exercise_date: All shares of Common Stock underlying the employee stock option will be fully vested on December 29, 2020(4 years from the option grant date) based upon a vesting schedule whereby 25% of the aggregate shares vest on December 29, 2017(12 months from the option grant date) and an additional 12.5% of the aggregate shares vest each 6 months thereafter. 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.