Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beard Energy Transition Acquisition Corp.BRD · Entity 129622 | Director | November 23, 2021 | November 23, 2021 |
| Comera Life Sciences Holdings, Inc.CMRA · Entity 94670 | 10% owner | December 27, 2023 | January 03, 2024 |
| Ernexa Therapeutics Inc.ERNA · Entity 8278 | 10% owner | February 10, 2026 | February 18, 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.
Beard Energy Transition Acquisition Corp.
Report date November 23, 2021 · Filed November 23, 2021
This filing explicitly reported no securities owned.
Comera Life Sciences Holdings, Inc.
Report date December 27, 2023 · Filed January 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 12.0% Senior Secured Convertible NotesSEC Table II · derivative / convertible security · Conversion / exercise price $0.06 · Expires 2024-12-29 | Direct | Not disclosed |
Reported balance
After 2023-12-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-29 · Purchase · Acquired Not disclosed · Balance Not disclosed F1: The reporting person entered into a Securities Purchase Agreement with the Issuer on December 29, 2023, pursuant to which the reporting person acquired (i) $567,900 principal amount of the Issuer's 12.0% Senior Secured Convertible Notes (the "Notes") and (ii) 20,650,908 warrants, each exercisable to purchase one share of the Company's common stock, par value $0.0001 per share ("Common Stock"), at an exercise price of $0.055 per share (the "Warrants"), representing 200% of the number of shares of Common Stock issuable upon conversion of the Notes immediately after the issuance thereof. |
| Warrants to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.06 · Expires 2028-12-29 | Direct | 20,650,908 |
Reported balance
After 2023-12-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-29 · Purchase · Acquired 20,650,908 · Balance 20,650,908 F1: The reporting person entered into a Securities Purchase Agreement with the Issuer on December 29, 2023, pursuant to which the reporting person acquired (i) $567,900 principal amount of the Issuer's 12.0% Senior Secured Convertible Notes (the "Notes") and (ii) 20,650,908 warrants, each exercisable to purchase one share of the Company's common stock, par value $0.0001 per share ("Common Stock"), at an exercise price of $0.055 per share (the "Warrants"), representing 200% of the number of shares of Common Stock issuable upon conversion of the Notes immediately after the issuance thereof. |
| Series A Convertible Perpetual Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $12.56 | IndirectBy LLC | 3,895.53 |
Reported balance
After 2023-12-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-27 · Purchase · Acquired 3,895.53 · Balance 3,895.53 F2: The preferred stock was acquired by Comera SPV LLC ("SPV") in a private transaction pursuant to a purchase agreement, dated as of December 27, 2023, with an unaffiliated, institutional investor. F3: The preferred stock is perpetual and therefore has no expiration date. F4: The reporting person is the General Partner of SPV. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person entered into a Securities Purchase Agreement with the Issuer on December 29, 2023, pursuant to which the reporting person acquired (i) $567,900 principal amount of the Issuer's 12.0% Senior Secured Convertible Notes (the "Notes") and (ii) 20,650,908 warrants, each exercisable to purchase one share of the Company's common stock, par value $0.0001 per share ("Common Stock"), at an exercise price of $0.055 per share (the "Warrants"), representing 200% of the number of shares of Common Stock issuable upon conversion of the Notes immediately after the issuance thereof.
F2: The preferred stock was acquired by Comera SPV LLC ("SPV") in a private transaction pursuant to a purchase agreement, dated as of December 27, 2023, with an unaffiliated, institutional investor.
F3: The preferred stock is perpetual and therefore has no expiration date.
F4: The reporting person is the General Partner of SPV. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
Ernexa Therapeutics Inc.
Report date February 10, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,779,440 |
Reported balance
After 2026-02-10 transaction · row 1
1 source rowRow 1 · 2026-02-10 · Purchase · Acquired 4,000,000 · Balance 6,779,440 F1: These shares and warrants were purchased by the reporting person in the Issuer's follow-on offering pursuant to a prospectus supplement dated February 6, 2026, which closed on February 10, 2026. F2: The combined purchase price in the Offering per share of Common Stock and accompanying warrant was $0.50. |
| Warrants to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.68 | Direct | 4,000,000 |
Reported balance
After 2026-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-10 · Purchase · Acquired 4,000,000 · Balance 4,000,000 F1: These shares and warrants were purchased by the reporting person in the Issuer's follow-on offering pursuant to a prospectus supplement dated February 6, 2026, which closed on February 10, 2026. F2: The combined purchase price in the Offering per share of Common Stock and accompanying warrant was $0.50. F3: The warrants will expire on the earlier of (i) February 10, 2031 or (ii) the 180th calendar day following the public release by the Company of clinical trial data from the first cohort of the Phase 1 study of ERNA-101. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares and warrants were purchased by the reporting person in the Issuer's follow-on offering pursuant to a prospectus supplement dated February 6, 2026, which closed on February 10, 2026.
F2: The combined purchase price in the Offering per share of Common Stock and accompanying warrant was $0.50.
F3: The warrants will expire on the earlier of (i) February 10, 2031 or (ii) the 180th calendar day following the public release by the Company of clinical trial data from the first cohort of the Phase 1 study of ERNA-101.
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 |
|---|---|---|---|---|---|---|
| October 21, 2022 Filed Oct 24, 2022 16:03 UTC | Comera Life Sciences Holdings, Inc. CMRA · Entity 94670 | PurchaseCommon Stock | 11,691 | $1.59 | $18,631.95 |
DisclosureSEC source: 0001062993-22-021051 · form4.xml · nonDerivative · entry 2 Cherington Charles · CIK 0001448698 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649,937 F2 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.46 to $1.65 inclusive. The report person undertakes to provide to Comera Life Sciences Holdings, Inc. ("Comera"), any security holder of Comera, 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 2. Read SEC document |
| October 20, 2022 Filed Oct 24, 2022 16:03 UTC | Comera Life Sciences Holdings, Inc. CMRA · Entity 94670 | PurchaseCommon Stock | 3,316 | $1.52 | $5,048.28 |
DisclosureSEC source: 0001062993-22-021051 · form4.xml · nonDerivative · entry 1 Cherington Charles · CIK 0001448698 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,246 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.52 to $1.54 inclusive. The report person undertakes to provide to Comera Life Sciences Holdings, Inc. ("Comera"), any security holder of Comera, 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 1. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 16:04 UTC | Comera Life Sciences Holdings, Inc. CMRA · Entity 94670 | PurchaseCommon Stock | 15,266 | $1.66 | $25,344.61 |
DisclosureSEC source: 0001062993-22-020905 · form4.xml · nonDerivative · entry 2 Cherington Charles · CIK 0001448698 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634,930 F2 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.66 to $1.70 inclusive. The report person undertakes to provide to Comera Life Sciences Holdings, Inc. ("Comera"), any security holder of Comera, 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 2. Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 16:04 UTC | Comera Life Sciences Holdings, Inc. CMRA · Entity 94670 | PurchaseCommon Stock | 4,253 | $1.60 | $6,822.66 |
DisclosureSEC source: 0001062993-22-020905 · form4.xml · nonDerivative · entry 1 Cherington Charles · CIK 0001448698 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,664 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.56 to $1.64 inclusive. The report person undertakes to provide to Comera Life Sciences Holdings, Inc. ("Comera"), any security holder of Comera, 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 1. Read SEC document |
| October 13, 2022 Filed Oct 14, 2022 16:03 UTC | Comera Life Sciences Holdings, Inc. CMRA · Entity 94670 | PurchaseCommon Stock | 10,481 | $1.66 | $17,386.93 |
DisclosureSEC source: 0001062993-22-020800 · form4.xml · nonDerivative · entry 1 Cherington Charles · CIK 0001448698 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,411 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.58 to $1.70 inclusive. The report person undertakes to provide to Comera Life Sciences Holdings, Inc. ("Comera"), any security holder of Comera, 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 1. Read SEC document |
| September 29, 2022 Filed Sep 30, 2022 16:04 UTC | Comera Life Sciences Holdings, Inc. CMRA · Entity 94670 | PurchaseCommon Stock | 17,900 | $1.87 | $33,476.58 |
DisclosureSEC source: 0001062993-22-020096 · form4.xml · nonDerivative · entry 1 Cherington Charles · CIK 0001448698 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,930 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.77 to $1.88 inclusive. The report person undertakes to provide to Comera Life Sciences Holdings, Inc. ("Comera"), any security holder of Comera, 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 1. Read SEC document |
| September 27, 2022 Filed Sep 29, 2022 16:02 UTC | Comera Life Sciences Holdings, Inc. CMRA · Entity 94670 | PurchaseCommon Stock | 12,000 | $1.69 | $20,221.20 |
DisclosureSEC source: 0001062993-22-020051 · form4.xml · nonDerivative · entry 1 Cherington Charles · CIK 0001448698 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587,030 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.59 to $1.78 inclusive. The report person undertakes to provide to Comera Life Sciences Holdings, Inc. ("Comera"), any security holder of Comera, 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 1. Read SEC document |
| August 01, 2022 Filed Aug 4, 2022 00:01 UTC | Ernexa Therapeutics Inc. BTX · Entity 8278 | GrantStock Option (right to buy) · Derivative | 165,800 | $0.00 Strike: $0.49 | $0.00 |
DisclosureSEC source: 0001140361-22-028095 · form4.xml · derivative · entry 2 Cherington Charles · CIK 0001448698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,800 Underlying: Common Stock, par value $0.005 per share · 165,800 shares Expires 2032-08-01 F2 · derivative.exercise_date: The stock option vests and becomes exercisable over two years (subject to continued service), with 1/3 of the shares vesting on the grant date and the remaining shares vesting in 24 substantially equal monthly installments thereafter. Read SEC document |
| August 01, 2022 Filed Aug 4, 2022 00:01 UTC | Ernexa Therapeutics Inc. BTX · Entity 8278 | GrantStock Option (right to buy) · Derivative | 215,100 | $0.00 Strike: $0.49 | $0.00 |
DisclosureSEC source: 0001140361-22-028095 · form4.xml · derivative · entry 1 Cherington Charles · CIK 0001448698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,100 Underlying: Common Stock, par value $0.005 per share · 215,100 shares Expires 2032-08-01 F1 · derivative.exercise_date: The stock option vests and becomes exercisable over one year (subject to continued service), with 25% of the shares vesting every three months from the grant date. Read SEC document |
| December 08, 2021 Filed Dec 11, 2021 02:00 UTC | Ernexa Therapeutics Inc. BTX · Entity 8278 | GrantStock Option · Derivative | 67,000 | $0.00 Strike: $5.94 | $0.00 |
DisclosureSEC source: 0001140361-21-041286 · form4.xml · derivative · entry 2 Cherington Charles · CIK 0001448698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,000 Underlying: Common Stock · 67,000 shares Expires 2031-12-07 F2 · derivative.exercise_date: A total of 22,336 of the shares subject to the option vest and become exercisable as of 12:01 a.m. Eastern time on the date of the issuer's 2022 Annual Meeting of Stockholders and the remaining 44,664 shares vest and become exercisable in equal monthly installments over the following 24 months, subject to continued service through each vesting date. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 22:00 UTC | Ernexa Therapeutics Inc. BTX · Entity 8278 | SaleCommon Stock | 2,000 | $16.30 | $32,594.80 |
DisclosureSEC source: 0001140361-21-021772 · form4.xml · nonDerivative · entry 3 Cherington Charles · CIK 0001448698 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,894,101 F3 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.25 to $16.35, inclusive. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 22:00 UTC | Ernexa Therapeutics Inc. BTX · Entity 8278 | SaleCommon Stock | 198,000 | $15.74 | $3,117,213.00 |
DisclosureSEC source: 0001140361-21-021772 · form4.xml · nonDerivative · entry 2 Cherington Charles · CIK 0001448698 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,896,101 F2 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.25 to $16.24, inclusive. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 22:00 UTC | Ernexa Therapeutics Inc. BTX · Entity 8278 | SaleCommon Stock | 200,000 | $15.73 | $3,146,760.00 |
DisclosureSEC source: 0001140361-21-021772 · form4.xml · nonDerivative · entry 1 Cherington Charles · CIK 0001448698 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,094,101 F1 · price: The price reported in Column 4 represents a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.53 to $16.11, inclusive. Read SEC document |
| June 01, 2021 Filed Dec 11, 2021 02:00 UTC | Ernexa Therapeutics Inc. BTX · Entity 8278 | OtherCommon Stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-041286 · form4.xml · nonDerivative · entry 1 Cherington Charles · CIK 0001448698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,894,193 F1 · kind: Represents a stock dividend declared on shares of the Issuer's Series A Preferred Stock. F1 · price: Represents a stock dividend declared on shares of the Issuer's Series A Preferred Stock. 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.