Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| G3 VRM Acquisition Corp.GGGV · Entity 137493 | Director | June 30, 2021 | June 30, 2021 |
| iSpecimen Inc.ISPC · Entity 8372 | Director | January 02, 2024 | May 20, 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.
G3 VRM Acquisition Corp.
Report date June 30, 2021 · Filed June 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common Stock, par value $0.0001 per shareSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-06-30 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the Issuer's registration statement on Form S-1 (File No. 333-255226) under the heading "Description of Securities--Founder Shares and Private Placement Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or at any time prior thereto at the option of the holder, on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. F2: These shares will be forfeited if Ms. Mock does not remain on the Board of Directors through the date of the Company's initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the Issuer's registration statement on Form S-1 (File No. 333-255226) under the heading "Description of Securities--Founder Shares and Private Placement Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or at any time prior thereto at the option of the holder, on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
F2: These shares will be forfeited if Ms. Mock does not remain on the Board of Directors through the date of the Company's initial business combination.
iSpecimen Inc.
Report date January 02, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.53 · Expires 2034-01-01 | Direct | 16,672 |
Reported balance
After 2024-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-01-02 · Grant · Acquired 10,000 · Balance 16,672 F1: Represents stock options granted to the reporting person on January 2, 2024, pursuant to the Issuer's Amended and Restated Stock Incentive Plan. The stock options vest respect to 2,500 shares on each of March 31, 2024, June 30, 2024, September 30, 2024 and December 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock options granted to the reporting person on January 2, 2024, pursuant to the Issuer's Amended and Restated Stock Incentive Plan. The stock options vest respect to 2,500 shares on each of March 31, 2024, June 30, 2024, September 30, 2024 and December 31, 2024.
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 |
|---|---|---|---|---|---|---|
| January 02, 2024 Filed May 20, 2024 15:25 UTC | iSpecimen Inc. ISPC · Entity 8372 | GrantOption · Derivative | 10,000 | $0.53 Strike: $0.53 | $5,300.00 |
DisclosureSEC source: 0001104659-24-063360 · tm2414962-4_4seq1.xml · derivative · entry 1 Mock Theresa L · CIK 0001870249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,672 Underlying: Common Stock · 10,000 shares Expires 2034-01-01 F1 · derivative.exercise_date: Represents stock options granted to the reporting person on January 2, 2024, pursuant to the Issuer's Amended and Restated Stock Incentive Plan. The stock options vest respect to 2,500 shares on each of March 31, 2024, June 30, 2024, 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.