Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Annovis Bio, Inc.ANVS · Entity 7001 | Director | November 17, 2023 | July 03, 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.
Annovis Bio, Inc.
Report date November 17, 2023 · Filed July 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.07 · Expires 2033-11-17 | Direct | 26,200 |
Reported balance
After 2023-11-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-11-17 · Grant · Acquired 26,200 · Balance 26,200 F1: On June 12, 2024, stockholders of Annovis Bio, Inc. ("the Company") approved an amendment to the 2019 Equity Incentive Plan to increase the number of shares issuable thereunder from 2,000,000 to 3,000,000. 50% of the stock option grant listed was contingent upon the approval of such amendment and would have been forfeited if the amendment had not been approved. F2: The stock option shall vest immediately upon grant date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.39 · Expires 2033-11-27 | Direct | 2,146 |
Reported balance
After 2023-11-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-11-27 · Grant · Acquired 2,146 · Balance 2,146 F3: The stock option was granted in consideration for consulting services that reporting person will perform for the Company. F2: The stock option shall vest immediately upon grant date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.27 · Expires 2034-07-01 | Direct | 20,000 |
Reported balance
After 2024-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-07-01 · Grant · Acquired 20,000 · Balance 20,000 F3: The stock option was granted in consideration for consulting services that reporting person will perform for the Company. F4: The stock option shall vest in quarterly increments, based upon the services performed by the reporting person under the related Consulting Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 12, 2024, stockholders of Annovis Bio, Inc. ("the Company") approved an amendment to the 2019 Equity Incentive Plan to increase the number of shares issuable thereunder from 2,000,000 to 3,000,000. 50% of the stock option grant listed was contingent upon the approval of such amendment and would have been forfeited if the amendment had not been approved.
F2: The stock option shall vest immediately upon grant date.
F3: The stock option was granted in consideration for consulting services that reporting person will perform for the Company.
F4: The stock option shall vest in quarterly increments, based upon the services performed by the reporting person under the related Consulting Agreement.
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 |
|---|---|---|---|---|---|---|
| July 01, 2024 Filed Jul 3, 2024 21:18 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $5.27 | $0.00 |
DisclosureSEC source: 0001104659-24-077836 · tm2417696-5_4seq1.xml · derivative · entry 3 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2034-07-01 F3 · security: The stock option was granted in consideration for consulting services that reporting person will perform for the Company. F4 · derivative.exercise_date: The stock option shall vest in quarterly increments, based upon the services performed by the reporting person under the related Consulting Agreement. Read SEC document |
| November 27, 2023 Filed Jul 3, 2024 21:18 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 2,146 | $0.00 Strike: $7.39 | $0.00 |
DisclosureSEC source: 0001104659-24-077836 · tm2417696-5_4seq1.xml · derivative · entry 2 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,146 Underlying: Common Stock · 2,146 shares Expires 2033-11-27 F3 · security: The stock option was granted in consideration for consulting services that reporting person will perform for the Company. F2 · derivative.exercise_date: The stock option shall vest immediately upon grant date. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 19:31 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantCommon Stock | 2,000 | $6.07 | $12,140.00 |
DisclosureSEC source: 0001104659-23-120303 · tm2331305-4_4seq1.xml · nonDerivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,177 Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 21:27 UTC Amendment | Annovis Bio, Inc. ANVS · Entity 7001 | GrantCommon Stock | 1,990 | $6.10 | $12,139.00 |
DisclosureSEC source: 0001104659-23-120769 · tm2331305-10_4aseq1.xml · nonDerivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,167 Read SEC document |
| November 17, 2023 Filed Jul 3, 2024 21:18 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 26,200 | $0.00 Strike: $6.07 | $0.00 |
DisclosureSEC source: 0001104659-24-077836 · tm2417696-5_4seq1.xml · derivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,200 Underlying: Common Stock · 26,200 shares Expires 2033-11-17 F1 · security: On June 12, 2024, stockholders of Annovis Bio, Inc. ("the Company") approved an amendment to the 2019 Equity Incentive Plan to increase the number of shares issuable thereunder from 2,000,000 to 3,000,000. 50% of the stock option grant listed was contingent upon the approval of such amendment and would have been forfeited if the amendment had not been approved. F2 · derivative.exercise_date: The stock option shall vest immediately upon grant date. Read SEC document |
| April 07, 2023 Filed Apr 12, 2023 01:14 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantCommon Stock | 3,000 | $12.61 | $37,830.00 |
DisclosureSEC source: 0001104659-23-044209 · tm2312464-6_4seq1.xml · nonDerivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,177 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 22:40 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 5,967 | $0.00 Strike: $13.17 | $0.00 |
DisclosureSEC source: 0001104659-23-005478 · tm234043-4_4seq1.xml · derivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,967 Underlying: Common Stock · 5,967 shares Expires 2033-01-18 F1 · derivative.exercise_date: The stock option shall vest in eight consecutive equal quarterly installments each on the 18th day of April, July, October and January of each year, commencing April 18, 2023, and continuing through January 18, 2025. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:44 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $19.78 | $0.00 |
DisclosureSEC source: 0001104659-22-001644 · tm221949-6_4seq1.xml · derivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2032-01-03 F1 · derivative.exercise_date: The stock option shall vest in eight consecutive quarterly installments of 1,000 shares each on the 3rd day of April, July, October and January of each year, commencing April 3, 2022, and continuing through January 3, 2024. Read SEC document |
| October 12, 2021 Filed Oct 13, 2021 20:02 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | PurchaseCommon Stock | 5,000 | $27.40 | $137,000.00 |
DisclosureSEC source: 0001415889-21-004863 · form4-10132021_011054.xml · nonDerivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,177 F1 · price: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $27.25 to $27.55, inclusive. Upon request of the SEC staff or the issuer, the reporting person will provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 22:28 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $102.85 | $0.00 |
DisclosureSEC source: 0001104659-21-090746 · tm2121908-6_4seq1.xml · derivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2031-07-07 F1 · derivative.exercise_date: The stock option shall vest in eight substantially equal quarterly installments beginning October 7, 2021, provided that the reporting person continues to serve as a director of the issuer on the applicable vesting date. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:31 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $4.39 | $0.00 |
DisclosureSEC source: 0001104659-20-081243 · a4.xml · derivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2030-07-01 Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 11:02 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | ConversionConvertible Note · Derivative | 3,252 | $4.80 | $15,609.60 |
DisclosureSEC source: 0001104659-20-010935 · a4.xml · derivative · entry 7 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,252 shares Expires not disclosed 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. F4 · derivative.exercise_price: The convertible notes have a maturity date of December 31, 2023. The Convertible Notes automatically converted into common stock of Annovis upon the closing of the IPO at a conversion rate equal to the principal amount of the note, plus accrued and unpaid interest, divided by $4.80 (80% of the IPO price). F4 · shares: The convertible notes have a maturity date of December 31, 2023. The Convertible Notes automatically converted into common stock of Annovis upon the closing of the IPO at a conversion rate equal to the principal amount of the note, plus accrued and unpaid interest, divided by $4.80 (80% of the IPO price). F4 · derivative.exercise_date: The convertible notes have a maturity date of December 31, 2023. The Convertible Notes automatically converted into common stock of Annovis upon the closing of the IPO at a conversion rate equal to the principal amount of the note, plus accrued and unpaid interest, divided by $4.80 (80% of the IPO price). F4 · derivative.expiration_date: The convertible notes have a maturity date of December 31, 2023. The Convertible Notes automatically converted into common stock of Annovis upon the closing of the IPO at a conversion rate equal to the principal amount of the note, plus accrued and unpaid interest, divided by $4.80 (80% of the IPO price). Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 11:02 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | ConversionSeries A Preferred Stock · Derivative | 48,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-010935 · a4.xml · derivative · entry 6 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,643 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each share of Series A Preferred Stock automatically converted into common stock of Annovis upon the closing of the IPO at a conversion ratio of one for 0.7143. F3 · derivative.exercise_date: Each share of Series A Preferred Stock automatically converted into common stock of Annovis upon the closing of the IPO at a conversion ratio of one for 0.7143. F3 · derivative.expiration_date: Each share of Series A Preferred Stock automatically converted into common stock of Annovis upon the closing of the IPO at a conversion ratio of one for 0.7143. Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 11:02 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | ConversionSeries A-1 Preferred Stock · Derivative | 16,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-010935 · a4.xml · derivative · entry 5 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,548 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each share of Series A-1 Preferred Stock automatically converted into common stock of Annovis upon the closing of the IPO at a conversion ratio of one for 0.7143. F2 · derivative.exercise_date: Each share of Series A-1 Preferred Stock automatically converted into common stock of Annovis upon the closing of the IPO at a conversion ratio of one for 0.7143. F2 · derivative.expiration_date: Each share of Series A-1 Preferred Stock automatically converted into common stock of Annovis upon the closing of the IPO at a conversion ratio of one for 0.7143. Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 11:02 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | ConversionCommon Stock | 3,252 | $4.80 | $15,609.60 |
DisclosureSEC source: 0001104659-20-010935 · a4.xml · nonDerivative · entry 4 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,177 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. F4 · price: The convertible notes have a maturity date of December 31, 2023. The Convertible Notes automatically converted into common stock of Annovis upon the closing of the IPO at a conversion rate equal to the principal amount of the note, plus accrued and unpaid interest, divided by $4.80 (80% of the IPO price). Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 11:02 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | ConversionCommon Stock | 34,643 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-010935 · a4.xml · nonDerivative · entry 3 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,925 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. F3 · price: Each share of Series A Preferred Stock automatically converted into common stock of Annovis upon the closing of the IPO at a conversion ratio of one for 0.7143. Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 11:02 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | ConversionCommon Stock | 11,548 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-010935 · a4.xml · nonDerivative · entry 2 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,282 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. F2 · price: Each share of Series A-1 Preferred Stock automatically converted into common stock of Annovis upon the closing of the IPO at a conversion ratio of one for 0.7143. Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 11:02 UTC | Annovis Bio, Inc. ANVS · Entity 7001 | PurchaseCommon Stock | 1,734 | $6.00 | $10,404.00 |
DisclosureSEC source: 0001104659-20-010935 · a4.xml · nonDerivative · entry 1 White Mark K. · CIK 0001786183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,734 F1 · shares: The reporting person acquired these shares in the initial public offering ("IPO") of Annovis Bio, Inc. ("Annovis"). 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.