Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cyclo Therapeutics, Inc.CYTH · Entity 82635 | Chief Financial Officer | June 03, 2024 | June 05, 2024 |
| Rafael Holdings, Inc.RFL · Entity 6620 | Chief Operating Officer | September 03, 2025 | September 05, 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.
Cyclo Therapeutics, Inc.
Report date June 03, 2024 · Filed June 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.28 · Expires 2034-06-03 | Direct | 110,732 |
Reported balance
After 2024-06-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-06-03 · Grant · Acquired 110,732 · Balance 110,732 F1: The option vests over a one year period in equal quarterly installments. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests over a one year period in equal quarterly installments.
Rafael Holdings, Inc.
Report date September 03, 2025 · Filed September 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.38 · Expires 2035-09-02 | Direct | 24,558 |
Reported balance
After 2025-09-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-09-03 · Grant · Acquired 24,558 · Balance 24,558 F2: The options shall vest as follows: 12,279 shares on each of September 3, 2026 and September 3, 2027, subject to the Reporting Person's continuous service with the Issuer as of each such date. |
| Class B Common Stock, per value $.01 per shareSEC Table I · non-derivative | Direct | 9,380 |
Reported balance
Holding disclosure · report date 2025-09-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,380 F1: These shares of Class B common stock are held jointly by the Reporting Person and his wife. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of Class B common stock are held jointly by the Reporting Person and his wife.
F2: The options shall vest as follows: 12,279 shares on each of September 3, 2026 and September 3, 2027, subject to the Reporting Person's continuous service with the Issuer as of each such 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 |
|---|---|---|---|---|---|---|
| September 03, 2025 Filed Sep 5, 2025 14:33 UTC | Rafael Holdings, Inc. RFL · Entity 6620 | GrantStock Options (right to buy) · Derivative | 24,558 | $0.00 Strike: $1.38 | $0.00 |
DisclosureSEC source: 0000950170-25-113221 · ownership.xml · derivative · entry 2 Fine Joshua M · CIK 0001779940 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,558 Underlying: Class B Common Stock · 24,558 shares Expires 2035-09-02 F2 · derivative.exercise_date: The options shall vest as follows: 12,279 shares on each of September 3, 2026 and September 3, 2027, subject to the Reporting Person's continuous service with the Issuer as of each such date. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 17:12 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantStock Option (Right to Buy) · Derivative | 110,732 | $0.00 Strike: $1.28 | $0.00 |
DisclosureSEC source: 0001437749-24-019351 · rdgdoc.xml · derivative · entry 1 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,732 Underlying: Common Stock · 110,732 shares Expires 2034-06-03 F1 · derivative.exercise_date: The option vests over a one year period in equal quarterly installments. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 17:10 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantStock Option (Right to buy) · Derivative | 41,036 | $0.00 Strike: $1.28 | $0.00 |
DisclosureSEC source: 0001437749-23-006005 · rdgdoc.xml · derivative · entry 1 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,036 Underlying: Common Stock · 41,036 shares Expires 2033-03-07 F1 · derivative.exercise_date: The option vests over a four year period in equal monthly installments. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 16:33 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantStock Options (Right to buy) · Derivative | 31,141 | $0.00 Strike: $3.26 | $0.00 |
DisclosureSEC source: 0001437749-22-005025 · rdgdoc.xml · derivative · entry 1 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,141 Underlying: Common Stock · 31,141 shares Expires 2032-02-28 F1 · derivative.exercise_date: The option vests over a four year period in equal monthly installments. Read SEC document |
| August 27, 2021 Filed Aug 30, 2021 19:51 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantStock Option (Right to buy) · Derivative | 23,800 | $0.00 Strike: $7.46 | $0.00 |
DisclosureSEC source: 0001437749-21-021218 · rdgdoc.xml · derivative · entry 1 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,800 Underlying: Common Stock · 23,800 shares Expires 2031-08-27 F1 · derivative.exercise_date: The option vests over a four year period in equal monthly installments. Read SEC document |
| March 29, 2021 Filed Mar 30, 2021 13:25 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | PurchaseCommon Stock | 50 | $7.40 | $370.00 |
DisclosureSEC source: 0001437749-21-007618 · rdgdoc.xml · nonDerivative · entry 1 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,900 Read SEC document |
| January 13, 2021 Filed Jan 25, 2021 20:01 UTC | Cyclo Therapeutics, Inc. CYTH · Entity 82635 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-001215 · rdgdoc.xml · nonDerivative · entry 1 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,850 Read SEC document |
| November 25, 2020 Filed Nov 25, 2020 18:48 UTC | Cyclo Therapeutics, Inc. CTDH · Entity 82635 | PurchaseCommon Stock | 15,000 | $0.08 | $1,125.00 |
DisclosureSEC source: 0001437749-20-024481 · rdgdoc.xml · nonDerivative · entry 2 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,000 Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 18:48 UTC | Cyclo Therapeutics, Inc. CTDH · Entity 82635 | PurchaseCommon Stock | 10,000 | $0.08 | $799.00 |
DisclosureSEC source: 0001437749-20-024481 · rdgdoc.xml · nonDerivative · entry 1 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,000 Read SEC document |
| September 27, 2019 Filed Sep 30, 2019 11:02 UTC | Cyclo Therapeutics, Inc. CTDH · Entity 82635 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-019215 · rdgdoc.xml · nonDerivative · entry 1 Fine Joshua M · CIK 0001779940 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648,000 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.