Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Tessera Defense & Homeland Security Inc.PHGE · Entity 8384 | Chief Financial Officer | April 14, 2025 | April 21, 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.
Tessera Defense & Homeland Security Inc.
Report date April 14, 2025 · Filed April 21, 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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,545 |
Reported balance
After 2025-04-14 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-04-14 · Grant · Acquired 68,545 · Balance 68,545 F1: Represents a grant of 68,545 Restricted Stock Units ("RSUs"). The RSUs are immediately vested and convert into the Issuer's shares of common stock on a one-for-one basis. |
| Common Stock Options - right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $0.54 · Expires 2035-04-14 | Direct | 95,000 |
Reported balance
After 2025-04-14 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2025-04-14 · Grant · Acquired 95,000 · Balance 95,000 F2: The options vest and become exercisable over four years, with 25% of the shares of common stock subject to the option vesting on April 14, 2026, and the reminder vesting in 12 equal quarterly installments over three years. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 68,545 Restricted Stock Units ("RSUs"). The RSUs are immediately vested and convert into the Issuer's shares of common stock on a one-for-one basis.
F2: The options vest and become exercisable over four years, with 25% of the shares of common stock subject to the option vesting on April 14, 2026, and the reminder vesting in 12 equal quarterly installments over three years.
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 |
|---|---|---|---|---|---|---|
| April 14, 2025 Filed Apr 18, 2025 20:01 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - right to Buy · Derivative | 95,000 | $0.00 Strike: $0.54 | $0.00 |
DisclosureSEC source: 0001213900-25-033360 · ownership.xml · derivative · entry 2 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,000 Underlying: Common Stock · 95,000 shares Expires 2035-04-14 F2 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares of common stock subject to the option vesting on April 14, 2026, and the reminder vesting in 12 equal quarterly installments over three years. Read SEC document |
| April 14, 2025 Filed Apr 18, 2025 20:01 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock | 68,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-033360 · ownership.xml · nonDerivative · entry 1 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,545 F1 · shares: Represents a grant of 68,545 Restricted Stock Units ("RSUs"). The RSUs are immediately vested and convert into the Issuer's shares of common stock on a one-for-one basis. Read SEC document |
| April 14, 2025 Filed Apr 21, 2025 11:44 UTC Amendment | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - right to Buy · Derivative | 95,000 | $0.00 Strike: $0.54 | $0.00 |
DisclosureSEC source: 0001213900-25-033466 · ownership.xml · derivative · entry 2 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,000 Underlying: Common Stock · 95,000 shares Expires 2035-04-14 F2 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares of common stock subject to the option vesting on April 14, 2026, and the reminder vesting in 12 equal quarterly installments over three years. Read SEC document |
| April 14, 2025 Filed Apr 21, 2025 11:44 UTC Amendment | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock | 68,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-033466 · ownership.xml · nonDerivative · entry 1 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,545 F1 · shares: Represents a grant of 68,545 Restricted Stock Units ("RSUs"). The RSUs are immediately vested and convert into the Issuer's shares of common stock on a one-for-one basis. Read SEC document |
| July 11, 2024 Filed Jul 15, 2024 22:45 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 950,000 | $0.00 Strike: $0.36 | $0.00 |
DisclosureSEC source: 0001213900-24-061460 · ownership.xml · derivative · entry 1 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 950,000 Underlying: Common Stock · 950,000 shares Expires 2034-07-11 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares subject to the option vesting on July 11, 2025, and the remainder vesting in 12 equal quarterly installments over three years. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 21:45 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 35,715 | Not disclosed Strike: $0.27 | Not disclosed |
DisclosureSEC source: 0001213900-23-095420 · ownership.xml · derivative · entry 6 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,715 Underlying: Common Stock · 35,715 shares Expires 2032-03-29 F5 · kind: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 50,000 shares of the Issuer's common stock granted to the Reporting Person on March 29, 2022. In exchange, the Reporting Person received a replacement option, for 35,715 shares, having an exercise price of $0.2749 per share. F5 · price: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 50,000 shares of the Issuer's common stock granted to the Reporting Person on March 29, 2022. In exchange, the Reporting Person received a replacement option, for 35,715 shares, having an exercise price of $0.2749 per share. F6 · derivative.exercise_date: The cancelled option provided for vesting over four years, with 25% of the shares subject to the option vested on March 29, 2023, and the remainder vested in 12 equal quarterly installments over three years. The replacement option vests according to the same vesting schedule applicable to the cancelled option; provided, however, that the replacement option may not be exercised prior to December 11, 2024. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 21:45 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | Disposition to issuerCommon Stock Options - Right to Buy · Derivative | 50,000 | Not disclosed Strike: $1.41 | Not disclosed |
DisclosureSEC source: 0001213900-23-095420 · ownership.xml · derivative · entry 5 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2032-03-29 F5 · kind: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 50,000 shares of the Issuer's common stock granted to the Reporting Person on March 29, 2022. In exchange, the Reporting Person received a replacement option, for 35,715 shares, having an exercise price of $0.2749 per share. F5 · price: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 50,000 shares of the Issuer's common stock granted to the Reporting Person on March 29, 2022. In exchange, the Reporting Person received a replacement option, for 35,715 shares, having an exercise price of $0.2749 per share. F6 · derivative.exercise_date: The cancelled option provided for vesting over four years, with 25% of the shares subject to the option vested on March 29, 2023, and the remainder vested in 12 equal quarterly installments over three years. The replacement option vests according to the same vesting schedule applicable to the cancelled option; provided, however, that the replacement option may not be exercised prior to December 11, 2024. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 21:45 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 8,750 | Not disclosed Strike: $0.27 | Not disclosed |
DisclosureSEC source: 0001213900-23-095420 · ownership.xml · derivative · entry 4 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 Underlying: Common Stock · 8,750 shares Expires 2031-03-30 F3 · kind: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 33,250 shares of the Issuer's common stock granted to the Reporting Person on March 30, 2021. In exchange, the Reporting Person received a replacement option, for 8,750 shares, having an exercise price of $0.2749 per share. F3 · price: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 33,250 shares of the Issuer's common stock granted to the Reporting Person on March 30, 2021. In exchange, the Reporting Person received a replacement option, for 8,750 shares, having an exercise price of $0.2749 per share. F4 · derivative.exercise_date: The cancelled option provided for vesting over four years, with 25% of the shares subject to the option vested on March 30, 2022, and the remainder vested in 12 equal quarterly installments over three years. The replacement option vests according to the same vesting schedule applicable to the cancelled option; provided, however, that the replacement option may not be exercised prior to December 11, 2024. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 21:45 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | Disposition to issuerCommon Stock Options - Right to Buy · Derivative | 33,250 | Not disclosed Strike: $7.02 | Not disclosed |
DisclosureSEC source: 0001213900-23-095420 · ownership.xml · derivative · entry 3 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,250 shares Expires 2031-03-30 F3 · kind: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 33,250 shares of the Issuer's common stock granted to the Reporting Person on March 30, 2021. In exchange, the Reporting Person received a replacement option, for 8,750 shares, having an exercise price of $0.2749 per share. F3 · price: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 33,250 shares of the Issuer's common stock granted to the Reporting Person on March 30, 2021. In exchange, the Reporting Person received a replacement option, for 8,750 shares, having an exercise price of $0.2749 per share. F4 · derivative.exercise_date: The cancelled option provided for vesting over four years, with 25% of the shares subject to the option vested on March 30, 2022, and the remainder vested in 12 equal quarterly installments over three years. The replacement option vests according to the same vesting schedule applicable to the cancelled option; provided, however, that the replacement option may not be exercised prior to December 11, 2024. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 21:45 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 9,474 | Not disclosed Strike: $0.27 | Not disclosed |
DisclosureSEC source: 0001213900-23-095420 · ownership.xml · derivative · entry 2 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,474 Underlying: Common Stock · 9,474 shares Expires 2030-03-25 F1 · kind: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 36,000 shares of the Issuer's common stock granted to the Reporting Person on March 25, 2020. In exchange, the Reporting Person received a replacement option, for 9,474 shares, having an exercise price of $0.2749 per share. F1 · price: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 36,000 shares of the Issuer's common stock granted to the Reporting Person on March 25, 2020. In exchange, the Reporting Person received a replacement option, for 9,474 shares, having an exercise price of $0.2749 per share. F2 · derivative.exercise_date: The cancelled option provided for vesting over four years, with 25% of the shares subject to the option vested on March 25, 2021, and the remainder vested in 12 equal quarterly installments over three years. The replacement option vests according to the same vesting schedule applicable to the cancelled option; provided, however, that the replacement option may not be exercised prior to December 11, 2024. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 21:45 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | Disposition to issuerCommon Stock Options - Right to Buy · Derivative | 36,000 | Not disclosed Strike: $6.21 | Not disclosed |
DisclosureSEC source: 0001213900-23-095420 · ownership.xml · derivative · entry 1 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2030-03-25 F1 · kind: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 36,000 shares of the Issuer's common stock granted to the Reporting Person on March 25, 2020. In exchange, the Reporting Person received a replacement option, for 9,474 shares, having an exercise price of $0.2749 per share. F1 · price: On December 11, 2023, the Issuer canceled, pursuant to the Issuer's option exchange program, an option for 36,000 shares of the Issuer's common stock granted to the Reporting Person on March 25, 2020. In exchange, the Reporting Person received a replacement option, for 9,474 shares, having an exercise price of $0.2749 per share. F2 · derivative.exercise_date: The cancelled option provided for vesting over four years, with 25% of the shares subject to the option vested on March 25, 2021, and the remainder vested in 12 equal quarterly installments over three years. The replacement option vests according to the same vesting schedule applicable to the cancelled option; provided, however, that the replacement option may not be exercised prior to December 11, 2024. Read SEC document |
| October 29, 2023 Filed Oct 31, 2023 21:10 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 59,800 | $0.00 Strike: $0.28 | $0.00 |
DisclosureSEC source: 0001213900-23-081861 · ownership.xml · derivative · entry 1 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,800 Underlying: Common Stock · 0 shares Expires 2033-10-29 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares subject to the option vesting on October 29, 2024, and the remainder vesting in 12 equal quarterly installments over three years. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:02 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 100,000 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0001213900-23-017216 · ownership.xml · derivative · entry 1 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2033-03-01 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares subject to the option vesting on March 1, 2024, and the remainder vesting in 12 equal quarterly installments over three years. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 20:04 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 75,000 | $0.00 Strike: $0.66 | $0.00 |
DisclosureSEC source: 0001213900-22-050774 · ownership.xml · derivative · entry 1 Wolfson Marina · CIK 0001797360 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2032-08-22 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares subject to the option vesting on August 22, 2023, and the remainder vesting in 12 equal quarterly installments over three years. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:29 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 50,000 | $0.00 Strike: $1.41 | $0.00 |
DisclosureSEC source: 0001213900-22-016986 · ownership.xml · derivative · entry 1 Wolfson Marina · CIK 0001797360 · SVP of Finance & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2032-03-29 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares subject to the option vesting on March 29, 2023, and the remainder vesting in 12 equal quarterly installments over three years. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 13:55 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | PurchaseCommon Stock Warrant · Derivative | 2,813 | Not disclosed Strike: $5.00 | Not disclosed |
DisclosureSEC source: 0001213900-21-039441 · ownership.xml · derivative · entry 2 Wolfson Marina · CIK 0001797360 · SVP of Finance & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,813 Underlying: Common Stock · 2,813 shares Expires 2027-01-28 F1 · price: The common stock and common stock warrant were acquired in the issuer's registered direct offering of units, in which each unit consisted of one share of common stock and one common stock warrant to purchase 0.75 of a share of common stock, at a price of $4.00 per unit. The price paid per unit is reflected in Table I. F2 · derivative.exercise_date: The common stock warrant will be exercisable six months after the date of issuance, at an exercise price of $5.00 per share and will expire five years from the date such warrant first becomes exercisable. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 13:55 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | PurchaseCommon Stock | 3,750 | $4.00 | $15,000.00 |
DisclosureSEC source: 0001213900-21-039441 · ownership.xml · nonDerivative · entry 1 Wolfson Marina · CIK 0001797360 · SVP of Finance & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 F1 · price: The common stock and common stock warrant were acquired in the issuer's registered direct offering of units, in which each unit consisted of one share of common stock and one common stock warrant to purchase 0.75 of a share of common stock, at a price of $4.00 per unit. The price paid per unit is reflected in Table I. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 20:29 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 33,250 | $0.00 Strike: $7.02 | $0.00 |
DisclosureSEC source: 0001213900-21-019670 · ownership.xml · derivative · entry 1 Wolfson Marina · CIK 0001797360 · SVP of Finance & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,250 Underlying: Common Stock · 33,250 shares Expires 2031-03-30 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares subject to the option vesting on March 30, 2022, and the remainder vesting in 12 equal quarterly installments over three years. Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 20:00 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 36,000 | $0.00 Strike: $6.21 | $0.00 |
DisclosureSEC source: 0001213900-20-007662 · ownership.xml · derivative · entry 1 Wolfson Marina · CIK 0001797360 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Common Stock · 36,000 shares Expires 2030-03-25 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares subject to the option vesting on March 25, 2021, and the remainder vesting in 12 equal quarterly installments over three years. 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.