Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Longeveron Inc.LGVN · Entity 7608 | CFO and Treasurer | June 27, 2023 | June 29, 2023 |
| MANNATECH INCMTEX · Entity 7845 | Chief Financial Officer | June 03, 2025 | August 28, 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.
Longeveron Inc.
Report date June 27, 2023 · Filed June 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,303 |
Ending reported balance
After 2023-06-29 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-06-27 · Sale · Disposed 8,532 · Balance 62,303 F1: The trade was executed in a series of transactions with a price range of $3.48 to $3.50, inclusive. The reporting person undertakes to provide to Longeveron Inc., any security holder of Longeveron Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Row 2 · 2023-06-28 · Sale · Disposed 10,000 · Balance 52,303 F2: The trade was executed in a series of transactions with a price range of $3.41 to $3.50, inclusive. The reporting person undertakes to provide to Longeveron Inc., any security holder of Longeveron Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Row 3 · 2023-06-29 · Sale · Disposed 5,000 · Balance 47,303 |
Filing footnotes · ownership attribution and instrument terms
F1: The trade was executed in a series of transactions with a price range of $3.48 to $3.50, inclusive. The reporting person undertakes to provide to Longeveron Inc., any security holder of Longeveron Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F2: The trade was executed in a series of transactions with a price range of $3.41 to $3.50, inclusive. The reporting person undertakes to provide to Longeveron Inc., any security holder of Longeveron Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
MANNATECH INC
Report date June 03, 2025 · Filed August 28, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Right to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $10.60 · Expires 2035-06-03 | Direct | 14,500 |
Reported balance
After 2025-06-03 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-06-03 · Grant · Acquired 10,000 · Balance 14,500 F1: The Form 4 that was filed on 6/5/2025 was filed with the incorrect vesting schedule. The correct vesting schedule is one-third of the stock options vest on the first anniversary of the date of grant, another one-third of the stock options vest on the second anniversary of the date of grant and the remaining one-third of the stock options vest on the third anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Form 4 that was filed on 6/5/2025 was filed with the incorrect vesting schedule. The correct vesting schedule is one-third of the stock options vest on the first anniversary of the date of grant, another one-third of the stock options vest on the second anniversary of the date of grant and the remaining one-third of the stock options vest on the third anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| June 03, 2025 Filed Jun 5, 2025 18:33 UTC | MANNATECH INC MTEX · Entity 7845 | GrantRight to Purchase Common Stock · Derivative | 10,000 | $0.00 Strike: $10.60 | $0.00 |
DisclosureSEC source: 0001056358-25-000059 · wk-form4_1749148418.xml · derivative · entry 1 Clavijo James · CIK 0001306908 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,500 Underlying: Common Stock, par value $0.0001 per share · 10,000 shares Expires 2035-06-03 F1 · derivative.exercise_date: One-third of the stock options vest on the date of grant, another one-third of the stock options vest on the first anniversary of the date of grant, and the remaining one-third of the stock options vest on the second anniversary of the date of grant. Read SEC document |
| June 03, 2025 Filed Aug 28, 2025 20:22 UTC Amendment | MANNATECH INC MTEX · Entity 7845 | GrantRight to Purchase Common Stock · Derivative | 10,000 | $0.00 Strike: $10.60 | $0.00 |
DisclosureSEC source: 0001056358-25-000083 · wk-form4a_1756412526.xml · derivative · entry 1 Clavijo James · CIK 0001306908 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,500 Underlying: Common Stock, par value $0.0001 per share · 10,000 shares Expires 2035-06-03 F1 · derivative.exercise_date: The Form 4 that was filed on 6/5/2025 was filed with the incorrect vesting schedule. The correct vesting schedule is one-third of the stock options vest on the first anniversary of the date of grant, another one-third of the stock options vest on the second anniversary of the date of grant and the remaining one-third of the stock options vest on the third anniversary of the date of grant. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:31 UTC | MANNATECH INC MTEX · Entity 7845 | GrantRight to Purchase Common Stock · Derivative | 4,500 | $0.00 Strike: $6.79 | $0.00 |
DisclosureSEC source: 0001056358-24-000059 · wk-form4_1720042305.xml · derivative · entry 1 Clavijo James · CIK 0001306908 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock, par value $0.0001 per share · 4,500 shares Expires 2034-07-01 F1 · derivative.exercise_date: One-third of the stock options vest on the date of grant, another one-third of the stock options vest on the first anniversary of the date of grant, and the remaining one-third of the stock options vest on the second anniversary of the date of grant. Read SEC document |
| June 29, 2023 Filed Jun 29, 2023 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | SaleCommon Stock | 5,000 | $3.51 | $17,550.00 |
DisclosureSEC source: 0001214659-23-008993 · marketforms-62000.xml · nonDerivative · entry 3 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,303 Read SEC document |
| June 28, 2023 Filed Jun 29, 2023 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | SaleCommon Stock | 10,000 | $3.43 | $34,300.00 |
DisclosureSEC source: 0001214659-23-008993 · marketforms-62000.xml · nonDerivative · entry 2 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,303 F2 · price: The trade was executed in a series of transactions with a price range of $3.41 to $3.50, inclusive. The reporting person undertakes to provide to Longeveron Inc., any security holder of Longeveron Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | SaleCommon Stock | 8,532 | $3.48 | $29,691.36 |
DisclosureSEC source: 0001214659-23-008993 · marketforms-62000.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,303 F1 · price: The trade was executed in a series of transactions with a price range of $3.48 to $3.50, inclusive. The reporting person undertakes to provide to Longeveron Inc., any security holder of Longeveron Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 02, 2023 Filed Jun 9, 2023 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 3,247 | $3.25 | $10,552.75 |
DisclosureSEC source: 0001214659-23-008395 · marketforms-61794.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,587 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| June 02, 2023 Filed Jun 12, 2023 17:15 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 752 | $3.42 | $2,571.84 |
DisclosureSEC source: 0001214659-23-008429 · marketforms-61801.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,835 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 16:58 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 815 | $2.61 | $2,127.15 |
DisclosureSEC source: 0001214659-23-004987 · marketforms-61182.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,834 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 1,288 | $3.37 | $4,340.56 |
DisclosureSEC source: 0001214659-23-000205 · marketforms-58084.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,649 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| November 11, 2022 Filed Jan 17, 2023 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000715 · marketforms-58182.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,649 Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 17:01 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 1,256 | $3.75 | $4,710.00 |
DisclosureSEC source: 0001214659-22-012063 · marketforms-57294.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,937 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:01 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 1,426 | $5.94 | $8,470.44 |
DisclosureSEC source: 0001214659-22-008624 · marketforms-56618.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,193 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | SaleCommon stock | 36,955 | $8.26 | $305,248.30 |
DisclosureSEC source: 0001214659-22-007877 · marketforms-56412.xml · nonDerivative · entry 2 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,619 F2 · price: Represents the weighted average of multiple open-market sales transactions ranging from $8.25 to $8.26. The reporting person agrees to provide full information regarding the number of shares purchased at each separate price paid if requested by the SEC staff, the Company or a security holder of the Company. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantCommon stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-007877 · marketforms-56412.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,574 F1 · shares: Time-based restricted stock units subject to vesting Read SEC document |
| April 04, 2022 Filed Apr 8, 2022 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon stock | 1,288 | $15.61 | $20,105.68 |
DisclosureSEC source: 0001214659-22-004989 · marketforms-55975.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,574 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon Stock | 1,736 | $12.09 | $20,988.24 |
DisclosureSEC source: 0001214659-22-000338 · marketforms-54970.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,862 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| October 07, 2021 Filed Oct 12, 2021 09:30 UTC | Longeveron Inc. LGVN · Entity 7608 | PurchaseCommon stock | 5,000 | $3.34 | $16,700.00 |
DisclosureSEC source: 0001214659-21-010372 · marketforms-53997.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,598 F1 · price: Represents the weighted average of open-market purchase transactions ranging from $3.33 to $3.35. The reporting person agrees to provide full information regarding the number of shares purchased at each separate price paid if requested by the SEC staff, the Company or a security holder of the Company. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 20:00 UTC | Longeveron Inc. LGVN · Entity 7608 | Tax withholdingCommon stock | 19,052 | $3.65 | $69,539.80 |
DisclosureSEC source: 0001214659-21-010077 · marketforms-53934.xml · nonDerivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,598 F1 · shares: Shares withheld to satisfy the tax obligations in connection with the vesting of a restricted stock unit award. Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 17:00 UTC | Longeveron Inc. LGVN · Entity 7608 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $6.08 | $0.00 |
DisclosureSEC source: 0001214659-21-007760 · marketforms-53459.xml · derivative · entry 1 Clavijo James · CIK 0001306908 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2031-07-20 F1 · derivative.exercise_date: One-eighth of Option vests July 22, 2021, with remainder to vest quarterly in equal amounts through January 22, 2025. 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.