Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aardvark Therapeutics, Inc.AARD · Entity 6598 | Director · Chief Executive Officer · 10% owner | February 09, 2026 | February 11, 2026 |
| Scilex Holding CoSCLX · Entity 7345 | Director | January 17, 2023 | January 17, 2023 |
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.
Aardvark Therapeutics, Inc.
Report date February 09, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.48 · Expires 2036-02-09 | Direct | 203,851 |
Reported balance
After 2026-02-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-09 · Grant · Disposed 203,851 · Balance 203,851 F1: 1/4th of the shares subject to the option shall vest on February 9, 2027, and 1/48th of the shares subject to the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service through each vesting date, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/4th of the shares subject to the option shall vest on February 9, 2027, and 1/48th of the shares subject to the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service through each vesting date, inclusive.
Scilex Holding Co
Report date January 17, 2023 · Filed January 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Nonstatutory Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.08 · Expires 2033-01-17 | Direct | 250,000 |
Reported balance
After 2023-01-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-01-17 · Grant · Acquired 250,000 · Balance 250,000 F1: 1/48th of the shares subject to the option shall vest on a monthly basis following the grant date, subject to the Reporting Party's continued service to the Issuer through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/48th of the shares subject to the option shall vest on a monthly basis following the grant date, subject to the Reporting Party's continued service to the Issuer through 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 |
|---|---|---|---|---|---|---|
| February 09, 2026 Filed Feb 11, 2026 21:00 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | GrantStock option (right to buy) · Derivative | 203,851 | $0.00 Strike: $13.48 | $0.00 |
DisclosureSEC source: 0001193125-26-047316 · ownership.xml · derivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,851 Underlying: Common Stock · 203,851 shares Expires 2036-02-09 F1 · derivative.exercise_date: 1/4th of the shares subject to the option shall vest on February 9, 2027, and 1/48th of the shares subject to the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service through each vesting date, inclusive. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 20:30 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | PurchaseCommon Stock | 7,000 | $14.49 | $101,395.00 |
DisclosureSEC source: 0001193125-25-318069 · ownership.xml · nonDerivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,551,613 Read SEC document |
| October 15, 2025 Filed Oct 16, 2025 18:14 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | Exercise / conversionStock option (right to buy) · Derivative | 1,229 | $0.00 Strike: $4.24 | $0.00 |
DisclosureSEC source: 0001193125-25-241647 · ownership.xml · derivative · entry 3 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,566 Underlying: Common Stock · 1,229 shares Expires 2034-07-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 1/48th of the original number of shares subject to the option vested on July 27, 2024, and 1/48th of the original number of shares subject to the option vested or shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service through each vesting date, inclusive. Read SEC document |
| October 15, 2025 Filed Oct 16, 2025 18:14 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | Exercise / conversionCommon Stock | 1,229 | $4.24 | $5,210.96 |
DisclosureSEC source: 0001193125-25-241647 · ownership.xml · nonDerivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,544,613 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 06:15 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | PurchaseCommon Stock | 3,500 | $9.94 | $34,804.70 |
DisclosureSEC source: 0001193125-25-204233 · ownership.xml · nonDerivative · entry 2 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,543,384 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $9.93 to $9.9798 per share, inclusive. The reporting person undertakes to provide Aardvark, any security holder of Aardvark, 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. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 06:15 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | PurchaseCommon Stock | 6,500 | $9.51 | $61,818.90 |
DisclosureSEC source: 0001193125-25-204233 · ownership.xml · nonDerivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,539,884 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $8.9045 to $9.89 per share, inclusive. The reporting person undertakes to provide Aardvark Therapeutics, Inc. ("Aardvark"), any security holder of Aardvark, 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. Read SEC document |
| September 12, 2025 Filed Sep 12, 2025 20:28 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | PurchaseCommon Stock | 5,000 | $8.50 | $42,515.50 |
DisclosureSEC source: 0001193125-25-202490 · ownership.xml · nonDerivative · entry 3 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,533,384 F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $8.4199 to $8.69 per share, inclusive. The reporting person undertakes to provide Aardvark Therapeutics, Inc. ("Aardvark"), any security holder of Aardvark, 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. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 20:28 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | PurchaseCommon Stock | 6,000 | $7.82 | $46,926.00 |
DisclosureSEC source: 0001193125-25-202490 · ownership.xml · nonDerivative · entry 2 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,528,384 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $7.8135 to $7.825 per share, inclusive. The reporting person undertakes to provide Aardvark Therapeutics, Inc. ("Aardvark"), any security holder of Aardvark, 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. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 20:28 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | PurchaseCommon Stock | 9,000 | $7.91 | $71,212.50 |
DisclosureSEC source: 0001193125-25-202490 · ownership.xml · nonDerivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,522,384 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $7.84 to $7.95 per share, inclusive. The reporting person undertakes to provide Aardvark Therapeutics, Inc. ("Aardvark"), any security holder of Aardvark, 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. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 16:05 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | Exercise / conversionStock option (right to buy) · Derivative | 17,209 | $0.00 Strike: $4.24 | $0.00 |
DisclosureSEC source: 0001193125-25-192747 · ownership.xml · derivative · entry 3 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,795 Underlying: Common Stock · 17,209 shares Expires 2034-07-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 1/48th of the original number of shares subject to the option vested on July 27, 2024, and 1/48th of the original number of shares subject to the option vested or shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service through each vesting date, inclusive. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 16:05 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | Exercise / conversionCommon Stock | 17,209 | $4.24 | $72,966.16 |
DisclosureSEC source: 0001193125-25-192747 · ownership.xml · nonDerivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,513,384 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 16:05 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | GrantStock option (right to buy) · Derivative | 549,534 | $0.00 Strike: $11.29 | $0.00 |
DisclosureSEC source: 0000950170-25-086147 · ownership.xml · derivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 549,534 Underlying: Common Stock · 549,534 shares Expires 2035-06-11 F1 · derivative.exercise_date: 1/4th of the shares subject to the option shall vest on June 11, 2026, and 1/48th of the shares subject to the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service through each vesting date, inclusive. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:35 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | ConversionSeries A Convertible Preferred Stock · Derivative | 350,002 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023253 · ownership.xml · derivative · entry 4 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,303 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Series A Convertible Preferred Stock of Aardvark Therapeutics, Inc. (the "Issuer") automatically converted on an 8.474-for-1 basis into shares of the Issuer's common stock ("Common Stock") immediately prior to the closing of the Issuer's initial public offering of its Common Stock. The Series A Convertible Preferred Stock had no expiration date. F1 · derivative.exercise_date: The Series A Convertible Preferred Stock of Aardvark Therapeutics, Inc. (the "Issuer") automatically converted on an 8.474-for-1 basis into shares of the Issuer's common stock ("Common Stock") immediately prior to the closing of the Issuer's initial public offering of its Common Stock. The Series A Convertible Preferred Stock had no expiration date. F1 · derivative.expiration_date: The Series A Convertible Preferred Stock of Aardvark Therapeutics, Inc. (the "Issuer") automatically converted on an 8.474-for-1 basis into shares of the Issuer's common stock ("Common Stock") immediately prior to the closing of the Issuer's initial public offering of its Common Stock. The Series A Convertible Preferred Stock had no expiration date. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:35 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | PurchaseCommon Stock | 16,542 | $16.00 | $264,672.00 |
DisclosureSEC source: 0000950170-25-023253 · ownership.xml · nonDerivative · entry 2 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,496,175 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:35 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | ConversionCommon Stock | 41,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-023253 · ownership.xml · nonDerivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,479,633 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Series A Convertible Preferred Stock of Aardvark Therapeutics, Inc. (the "Issuer") automatically converted on an 8.474-for-1 basis into shares of the Issuer's common stock ("Common Stock") immediately prior to the closing of the Issuer's initial public offering of its Common Stock. The Series A Convertible Preferred Stock had no expiration date. Read SEC document |
| January 17, 2023 Filed Jan 17, 2023 17:31 UTC | Scilex Holding Co SCLX · Entity 7345 | GrantNonstatutory Stock Option (right to buy) · Derivative | 250,000 | $0.00 Strike: $8.08 | $0.00 |
DisclosureSEC source: 0000899243-23-001880 · doc4.xml · derivative · entry 1 Lee Tien-Li · CIK 0001940120 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2033-01-17 F1 · derivative.exercise_date: 1/48th of the shares subject to the option shall vest on a monthly basis following the grant date, subject to the Reporting Party's continued service to the Issuer through each such 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.