Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACETO CORPACET · Entity 154617 | CHIEF FINANCIAL OFFICER | February 21, 2018 | February 22, 2018 |
| CareMax, Inc.CMAX · Entity 87127 | Director | September 24, 2024 | October 02, 2024 |
| GridAI Technologies Corp.GRDX · Entity 7534 | Director | January 01, 2026 | January 08, 2026 |
| MIMEDX GROUP, INC.MDXG · Entity 5271 | EVP & Interim CFO | February 21, 2019 | February 25, 2019 |
| TherapeuticsMD, Inc.TXMD · Entity 7541 | EVP, Operations | July 01, 2021 | July 02, 2021 |
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.
ACETO CORP
Report date February 21, 2018 · Filed February 22, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 60,000 |
Reported balance
After 2018-02-21 transaction · row 1
1 source rowRow 1 · 2018-02-21 · Grant · Acquired 60,000 · Balance 60,000 F1: Common Stock vests 100% after three years from grant - 02/21/2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock vests 100% after three years from grant - 02/21/2021.
CareMax, Inc.
Report date September 24, 2024 · Filed October 02, 2024
This filing explicitly reported no securities owned.
GridAI Technologies Corp.
Report date January 01, 2026 · Filed January 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,248 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 40,000 · Balance 60,248 F1: On January 1, 2026, the Reporting Person was granted 40,000 restricted stock units, which will be settled in shares of common stock, par value $0.0001. The restricted stock units vested immediately upon issuance on January 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 1, 2026, the Reporting Person was granted 40,000 restricted stock units, which will be settled in shares of common stock, par value $0.0001. The restricted stock units vested immediately upon issuance on January 1, 2026.
MIMEDX GROUP, INC.
Report date February 21, 2019 · Filed February 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 191,166 |
Ending reported balance
After 2019-02-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-02-21 · Grant · Acquired 100,000 · Balance 100,000 F1: Grant of restricted stock. One-third vests on date of grant. One-third vests on first anniversary. One-third vests on second anniversary. Row 2 · 2019-02-21 · Tax withholding · Disposed 12,139 · Balance 87,861 F2: This transaction represents the netting of shares to pay applicable withholding upon vesting of restricted stock. Row 3 · 2019-02-21 · Grant · Acquired 103,305 · Balance 191,166 F3: Grant of restricted stock. One-half vests on first anniversary. One-half vests on second anniversary. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock. One-third vests on date of grant. One-third vests on first anniversary. One-third vests on second anniversary.
F2: This transaction represents the netting of shares to pay applicable withholding upon vesting of restricted stock.
F3: Grant of restricted stock. One-half vests on first anniversary. One-half vests on second anniversary.
TherapeuticsMD, Inc.
Report date July 01, 2021 · Filed July 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 373,333 |
Reported balance
After 2021-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-07-01 · Grant · Acquired 373,333 · Balance 373,333 F1: One half of the performance stock units (PSUs) vest based on the issuer achieving certain revenue milestones over the period from 2021 through 2023, and one half of the PSUs vest based on the issuer achieving certain earnings before interest, taxes, depreciation and amortization (EBITDA) milestones no later than December 31, 2023. In the event that any of the foregoing are not achieved, the corresponding portion of the PSUs will be forfeited. The number of PSUs listed is the base number of PSUs that may vest. The actual number of PSUs that will vest will be between zero and two times the base number of PSUs depending on the milestones achieved. In accordance with the terms of the issuer's 2019 Stock Incentive Plan, no PSUs will vest prior to the one-year anniversary of the grant date. Each PSU represents a contingent right to receive one share of common stock of the issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 186,667 |
Reported balance
After 2021-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-01 · Grant · Acquired 186,667 · Balance 186,667 F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of common stock of the issuer. The RSUs will vest in three equal installments annually beginning July 1, 2022, becoming fully vested on July 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: One half of the performance stock units (PSUs) vest based on the issuer achieving certain revenue milestones over the period from 2021 through 2023, and one half of the PSUs vest based on the issuer achieving certain earnings before interest, taxes, depreciation and amortization (EBITDA) milestones no later than December 31, 2023. In the event that any of the foregoing are not achieved, the corresponding portion of the PSUs will be forfeited. The number of PSUs listed is the base number of PSUs that may vest. The actual number of PSUs that will vest will be between zero and two times the base number of PSUs depending on the milestones achieved. In accordance with the terms of the issuer's 2019 Stock Incentive Plan, no PSUs will vest prior to the one-year anniversary of the grant date. Each PSU represents a contingent right to receive one share of common stock of the issuer.
F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of common stock of the issuer. The RSUs will vest in three equal installments annually beginning July 1, 2022, becoming fully vested on July 1, 2024.
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 19, 2017 Filed Nov 1, 2017 22:03 UTC | GridAI Technologies Corp. AZRX · Entity 7534 | GrantCommon Stock | 22,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-17-001743 · form4-11012017_031119.xml · nonDerivative · entry 1 BORKOWSKI EDWARD · CIK 0001197542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,626 F1 · price: Shares issued in connection with the Reporting Person's service on the Issuer's Board of Directors for the quarters ending March 31, 2017, June 30, 2017, and September 30, 2017. F2 · balance_after: Amount includes 103,126 shares previously issued to the Reporting Person upon the automatic conversion of an outstanding note in connection with the Issuer's initial public offering in October 2016. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:43 UTC | GridAI Technologies Corp. AZRX · Entity 7534 | GrantOptions · Derivative | 30,000 | $0.00 Strike: $4.48 | $0.00 |
DisclosureSEC source: 0001415889-17-000215 · form4-02072017_010212.xml · derivative · entry 1 BORKOWSKI EDWARD · CIK 0001197542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2027-02-03 F1 · derivative.exercise_date: 10,000 options vest immediately. The balance vests 1/24 per month. 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.