Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PDS Biotechnology CorpPDSB · Entity 7939 | Chief Medical Officer | January 12, 2026 | March 03, 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.
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 | 300,000 |
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 300,000 · Balance 300,000 F1: The option will vest over four years, as follows: 25% of the shares underlying the option will vest and become exercisable on January 12, 2027, with the remaining 75% vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option will vest over four years, as follows: 25% of the shares underlying the option will vest and become exercisable on January 12, 2027, with the remaining 75% vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each 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 |
|---|---|---|---|---|---|---|
| January 12, 2026 Filed Mar 3, 2026 18:47 UTC | PDS Biotechnology Corp PDSB · Entity 7939 | GrantEmployee Stock Option (Right to Buy) · Derivative | 300,000 | $0.00 Strike: $0.98 | $0.00 |
DisclosureSEC source: 0001140361-26-007647 · form4.xml · derivative · entry 1 Shepard Kirk V. · CIK 0002009007 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2036-01-12 F1 · derivative.exercise_date: The option will vest over four years, as follows: 25% of the shares underlying the option will vest and become exercisable on January 12, 2027, with the remaining 75% vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| June 12, 2025 Filed Jul 25, 2025 18:12 UTC | PDS Biotechnology Corp PDSB · Entity 7939 | GrantEmployee Stock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $1.79 | $0.00 |
DisclosureSEC source: 0001140361-25-027404 · form4.xml · derivative · entry 1 Shepard Kirk V. · CIK 0002009007 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2035-06-12 F1 · derivative.exercise_date: The option will vest over four years, as follows: 25% of the shares underlying the option will vest and become exercisable on June 12, 2026, with the remaining 75% vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| January 22, 2024 Filed Jan 23, 2024 16:33 UTC | PDS Biotechnology Corp PDSB · Entity 7939 | GrantEmployee Stock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $4.49 | $0.00 |
DisclosureSEC source: 0001140361-24-003434 · form4.xml · derivative · entry 1 Shepard Kirk V. · CIK 0002009007 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2034-01-22 F1 · derivative.exercise_date: The option was granted by the Issuer as an inducement material to the Reporting Person entering into employment with the Issuer in accordance with Nasdaq Rule 5635(c)(4) and the Issuer's 2019 Inducement Plan, as amended. The option will vest over four years, as follows: 25% of the shares underlying the option will vest and become exercisable on January 22,2025, with the remaining 75% vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service to the Issuer through each vesting 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.