Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| iSpecimen Inc.ISPC · Entity 8372 | Director | September 25, 2024 | September 30, 2024 |
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.
iSpecimen Inc.
Report date September 25, 2024 · Filed September 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $5.12 · Expires 2034-09-24 | Direct | 168 |
Reported balance
After 2024-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-09-25 · Grant · Acquired 168 · Balance 168 F1: Represents stock options granted to the reporting person on September 25, 2024, pursuant to the Issuer's Amended and Restated Stock Incentive Plan, and reflects the Issuer's 20-for-1 reverse stock split effective as of 4:30 p.m., Eastern Time, on September 13, 2024. The stock options vest in respect to 84 shares on each of September 30, 2024 and December 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock options granted to the reporting person on September 25, 2024, pursuant to the Issuer's Amended and Restated Stock Incentive Plan, and reflects the Issuer's 20-for-1 reverse stock split effective as of 4:30 p.m., Eastern Time, on September 13, 2024. The stock options vest in respect to 84 shares on each of September 30, 2024 and December 31, 2024.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADVENT TECHNOLOGIES HOLDINGS, INC.
Report date December 31, 2024 · Filed April 02, 2025
Section 16 reporting ended · disclosed 2025-04-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 25, 2024 Filed Sep 30, 2024 06:02 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantOption · Derivative | 168 | $5.12 Strike: $5.12 | $860.16 |
DisclosureSEC source: 0001104659-24-103842 · tm2425111-4_4seq1.xml · derivative · entry 1 Dhaliwal Avtar · CIK 0002038577 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168 Underlying: Common Stock · 168 shares Expires 2034-09-24 F1 · derivative.exercise_date: Represents stock options granted to the reporting person on September 25, 2024, pursuant to the Issuer's Amended and Restated Stock Incentive Plan, and reflects the Issuer's 20-for-1 reverse stock split effective as of 4:30 p.m., Eastern Time, on September 13, 2024. The stock options vest in respect to 84 shares on each of September 30, 2024 and December 31, 2024. 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.