Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOLESENCE, INC.NANX · Entity 7041 | Director · President, CEO | December 31, 2024 | January 13, 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.
SOLESENCE, INC.
Report date December 31, 2024 · Filed January 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $2.44 · Expires 2031-12-31 | Direct | 22,500 |
Reported balance
After 2024-12-31 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2024-12-31 · Grant · Acquired 22,500 · Balance 22,500 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $0.42 · Expires 2026-02-23 | Direct | 69,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 69,000 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $0.68 · Expires 2027-02-21 | Direct | 81,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 81,000 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $0.82 · Expires 2028-05-23 | Direct | 90,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 90,000 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $0.51 · Expires 2029-05-22 | Direct | 16,500 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 16,500 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $0.45 · Expires 2027-06-18 | Direct | 90,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 90,000 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $4.17 · Expires 2028-12-28 | Direct | 90,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 90,000 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $1.17 · Expires 2029-12-20 | Direct | 72,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 72,000 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common Stock (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $0.61 · Expires 2030-12-27 | Direct | 12,600 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 12,600 F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. |
| Common StockSEC Table I · non-derivative | IndirectSpouse's IRA | 1,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | Direct | 207,450 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 207,450 |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments.
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 18, 2020 Filed Jun 19, 2020 21:51 UTC | SOLESENCE, INC. NANX · Entity 7041 | GrantCommon Stock (right to purchase) · Derivative | 90,000 | $0.45 Strike: $0.45 | $40,500.00 |
DisclosureSEC source: 0001209191-20-038024 · doc4.xml · derivative · entry 12 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2027-06-18 F2 · derivative.exercise_date: Subject to certain restrictions, beginning on this date, options vest in three equal installments. Read SEC document |
| May 22, 2019 Filed May 30, 2019 20:03 UTC | SOLESENCE, INC. NANX · Entity 7041 | GrantCommon Stock (right to purchase) · Derivative | 16,500 | $0.51 Strike: $0.51 | $8,415.00 |
DisclosureSEC source: 0001209191-19-033415 · doc4.xml · derivative · entry 13 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 Underlying: Common Stock · 16,500 shares Expires 2029-05-22 F2 · derivative.exercise_date: Subject to certain restrictions, beginning on this date, options vest in three equal installments. Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 17:35 UTC | SOLESENCE, INC. NANX · Entity 7041 | PurchaseCommon Stock | 1,605 | $0.80 | $1,284.00 |
DisclosureSEC source: 0001209191-18-064156 · doc4.xml · nonDerivative · entry 6 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 17:35 UTC | SOLESENCE, INC. NANX · Entity 7041 | PurchaseCommon Stock | 4,395 | $0.79 | $3,472.05 |
DisclosureSEC source: 0001209191-18-064156 · doc4.xml · nonDerivative · entry 5 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,395 Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 17:35 UTC | SOLESENCE, INC. NANX · Entity 7041 | PurchaseCommon Stock | 6,000 | $0.80 | $4,800.00 |
DisclosureSEC source: 0001209191-18-064156 · doc4.xml · nonDerivative · entry 4 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 17:35 UTC | SOLESENCE, INC. NANX · Entity 7041 | PurchaseCommon Stock | 8,199 | $0.84 | $6,887.16 |
DisclosureSEC source: 0001209191-18-064156 · doc4.xml · nonDerivative · entry 3 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 Read SEC document |
| May 23, 2018 Filed May 24, 2018 22:32 UTC | SOLESENCE, INC. NANX · Entity 7041 | GrantCommon Stock (right to purchase) · Derivative | 90,000 | $0.82 Strike: $0.82 | $73,800.00 |
DisclosureSEC source: 0001209191-18-033141 · doc4.xml · derivative · entry 12 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2028-05-23 F1 · derivative.exercise_date: Subject to certain restrictions, beginning on this date, options vest in three equal annual installments. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 21:33 UTC | SOLESENCE, INC. NANX · Entity 7041 | GrantCommon Stock (right to purchase) · Derivative | 81,000 | $0.68 Strike: $0.68 | $55,080.00 |
DisclosureSEC source: 0001209191-17-013285 · doc4.xml · derivative · entry 13 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,000 Underlying: Common Stock · 81,000 shares Expires 2027-02-21 F3 · derivative.exercise_date: Subject to certain restrictions, beginning on this date, the options vest in three equal annual installments. Read SEC document |
| November 17, 2012 Filed Nov 18, 2022 02:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | SaleCommon Stock | 1,000 | $1.45 | $1,450.00 |
DisclosureSEC source: 0001209191-22-057747 · doc4.xml · nonDerivative · entry 16 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Read SEC document |
| November 17, 2012 Filed Nov 18, 2022 02:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | Exercise / conversionCommon Stock | 1,000 | $0.42 | $415.00 |
DisclosureSEC source: 0001209191-22-057747 · doc4.xml · nonDerivative · entry 15 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: These stock options are set to expire on 02/14/2023. Mr. Jankowski established a 10b5-1 Plan with an independent broker with a goal of having his broker sell shares from this grant, under fixed guidleines, in a regular and measured manner designed to avoid both forfeiture of shares due to expiration, and impacting the stock price due to excessive trading volume. His Plan was approved in advance by the Compensation & Governance Committee of the Nanophase Board of Directors. Read SEC document |
| November 17, 2012 Filed Nov 18, 2022 02:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | SaleCommon Stock | 1,100 | $1.41 | $1,551.00 |
DisclosureSEC source: 0001209191-22-057747 · doc4.xml · nonDerivative · entry 14 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Read SEC document |
| November 17, 2012 Filed Nov 18, 2022 02:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | Exercise / conversionCommon Stock | 1,100 | $0.42 | $456.50 |
DisclosureSEC source: 0001209191-22-057747 · doc4.xml · nonDerivative · entry 13 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: These stock options are set to expire on 02/14/2023. Mr. Jankowski established a 10b5-1 Plan with an independent broker with a goal of having his broker sell shares from this grant, under fixed guidleines, in a regular and measured manner designed to avoid both forfeiture of shares due to expiration, and impacting the stock price due to excessive trading volume. His Plan was approved in advance by the Compensation & Governance Committee of the Nanophase Board of Directors. Read SEC document |
| November 17, 2012 Filed Nov 18, 2022 02:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | SaleCommon Stock | 5,800 | $1.40 | $8,120.00 |
DisclosureSEC source: 0001209191-22-057747 · doc4.xml · nonDerivative · entry 12 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Read SEC document |
| November 17, 2012 Filed Nov 18, 2022 02:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | Exercise / conversionCommon Stock | 5,800 | $0.42 | $2,407.00 |
DisclosureSEC source: 0001209191-22-057747 · doc4.xml · nonDerivative · entry 11 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: These stock options are set to expire on 02/14/2023. Mr. Jankowski established a 10b5-1 Plan with an independent broker with a goal of having his broker sell shares from this grant, under fixed guidleines, in a regular and measured manner designed to avoid both forfeiture of shares due to expiration, and impacting the stock price due to excessive trading volume. His Plan was approved in advance by the Compensation & Governance Committee of the Nanophase Board of Directors. Read SEC document |
| November 17, 2012 Filed Nov 18, 2022 02:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | SaleCommon Stock | 1,000 | $1.35 | $1,350.00 |
DisclosureSEC source: 0001209191-22-057747 · doc4.xml · nonDerivative · entry 10 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Read SEC document |
| November 17, 2012 Filed Nov 18, 2022 02:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | Exercise / conversionCommon Stock | 1,000 | $0.42 | $415.00 |
DisclosureSEC source: 0001209191-22-057747 · doc4.xml · nonDerivative · entry 9 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: These stock options are set to expire on 02/14/2023. Mr. Jankowski established a 10b5-1 Plan with an independent broker with a goal of having his broker sell shares from this grant, under fixed guidleines, in a regular and measured manner designed to avoid both forfeiture of shares due to expiration, and impacting the stock price due to excessive trading volume. His Plan was approved in advance by the Compensation & Governance Committee of the Nanophase Board of Directors. Read SEC document |
| November 11, 2012 Filed Nov 15, 2022 00:00 UTC | SOLESENCE, INC. NANX · Entity 7041 | Exercise / conversionCommon Stock | 4,986 | $0.42 | $2,069.19 |
DisclosureSEC source: 0001209191-22-056830 · doc4.xml · nonDerivative · entry 9 JANKOWSKI JESS · CIK 0001184478 · Director · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,986 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: These stock options are set to expire on 02/14/2023. Mr. Jankowski established a 10b5-1 Plan with an independent broker with a goal of having his broker sell shares from this grant, under fixed guidleines, in a regular and measured manner designed to avoid both forfeiture of shares due to expiration, and impacting the stock price due to excessive trading volume. His Plan was approved in advance by the Compensation & Governance Committee of the Nanophase Board of Directors. 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.