Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADIAL PHARMACEUTICALS, INC.ADIL · Entity 7742 | Chief Financial Officer | March 25, 2024 | March 27, 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.
ADIAL PHARMACEUTICALS, INC.
Report date March 25, 2024 · Filed March 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.35 · Expires 2034-03-24 | Direct | 25,000 |
Reported balance
After 2024-03-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-25 · Grant · Acquired 25,000 · Balance 25,000 F1: The option vests pro rata on a monthly basis over 36 months commencing April 25, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests pro rata on a monthly basis over 36 months commencing April 25, 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 |
|---|---|---|---|---|---|---|
| March 25, 2024 Filed Mar 27, 2024 18:07 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $1.35 | $0.00 |
DisclosureSEC source: 0001213900-24-026714 · ownership.xml · derivative · entry 1 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2034-03-24 F1 · shares: The option vests pro rata on a monthly basis over 36 months commencing April 25, 2024. F1 · derivative.exercise_date: The option vests pro rata on a monthly basis over 36 months commencing April 25, 2024. Read SEC document |
| May 23, 2023 Filed May 25, 2023 16:50 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | GrantStock Option (Right to Buy) · Derivative | 125,000 | $0.00 Strike: $0.30 | $0.00 |
DisclosureSEC source: 0001213900-23-043133 · ownership.xml · derivative · entry 2 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2033-05-23 F1 · shares: The option vests pro rata on a monthly basis over 36 months commencing May 23, 2023. F1 · derivative.exercise_date: The option vests pro rata on a monthly basis over 36 months commencing May 23, 2023. Read SEC document |
| May 23, 2023 Filed May 25, 2023 16:50 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | GrantCommon Stock | 157,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-043133 · ownership.xml · nonDerivative · entry 1 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,139 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 15:02 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | GrantEmployee Stock Option · Derivative | 100,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001213900-22-009437 · ownership.xml · derivative · entry 1 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-02-22 F1 · shares: The option vests pro rata on a monthly basis over 36 months commencing March 23, 2022. F1 · derivative.exercise_date: The option vests pro rata on a monthly basis over 36 months commencing March 23, 2022. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 18:12 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | GrantEmployee Stock Option · Derivative | 125,000 | $0.00 Strike: $3.11 | $0.00 |
DisclosureSEC source: 0001213900-21-008175 · ownership.xml · derivative · entry 1 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2031-02-07 F1 · shares: The option vests pro rata on a monthly basis over 36 months. F1 · derivative.exercise_date: The option vests pro rata on a monthly basis over 36 months. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 19:19 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | GrantEmployee Stock Option · Derivative | 20,000 | $0.00 Strike: $1.44 | $0.00 |
DisclosureSEC source: 0001213900-20-005543 · ownership.xml · derivative · entry 2 Truluck Joseph · CIK 0001718091 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2030-03-02 F1 · shares: The option vests pro rata on a monthly basis over 36 months. F1 · derivative.exercise_date: The option vests pro rata on a monthly basis over 36 months. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 19:19 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | GrantCommon stock | 27,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-005543 · ownership.xml · nonDerivative · entry 1 Truluck Joseph · CIK 0001718091 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,639 Read SEC document |
| March 10, 2019 Filed Mar 12, 2019 18:46 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | GrantStock Option · Derivative | 180,000 | $0.00 Strike: $3.39 | $0.00 |
DisclosureSEC source: 0001213900-19-004003 · ownership.xml · derivative · entry 1 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 180,000 shares Expires 2029-03-09 F1 · shares: These options vest pro rata on a monthly basis over 36 months. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 16:16 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | ConversionWarrant · Derivative | 5,927 | Not disclosed Strike: $6.25 | Not disclosed |
DisclosureSEC source: 0001213900-18-010099 · ownership.xml · derivative · entry 3 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,927 Underlying: Common Stock · 5,927 shares Expires 2023-07-31 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 · security: The 5,927 shares of common stock and a warrant to purchase 5,927 shares of common stock were issued upon automatic conversion of a convertible note in the principal amount of $1,980 at a conversion price of $0.44 per share upon consummation of the initial public offering on July 31, 2018. F1 · price: The 5,927 shares of common stock and a warrant to purchase 5,927 shares of common stock were issued upon automatic conversion of a convertible note in the principal amount of $1,980 at a conversion price of $0.44 per share upon consummation of the initial public offering on July 31, 2018. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 16:16 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | ConversionConvertible Note · Derivative | 5,927 | Not disclosed Strike: $0.44 | Not disclosed |
DisclosureSEC source: 0001213900-18-010099 · ownership.xml · derivative · entry 2 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,927 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. F1 · price: The 5,927 shares of common stock and a warrant to purchase 5,927 shares of common stock were issued upon automatic conversion of a convertible note in the principal amount of $1,980 at a conversion price of $0.44 per share upon consummation of the initial public offering on July 31, 2018. F1 · derivative.exercise_date: The 5,927 shares of common stock and a warrant to purchase 5,927 shares of common stock were issued upon automatic conversion of a convertible note in the principal amount of $1,980 at a conversion price of $0.44 per share upon consummation of the initial public offering on July 31, 2018. F1 · derivative.expiration_date: The 5,927 shares of common stock and a warrant to purchase 5,927 shares of common stock were issued upon automatic conversion of a convertible note in the principal amount of $1,980 at a conversion price of $0.44 per share upon consummation of the initial public offering on July 31, 2018. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 16:16 UTC | ADIAL PHARMACEUTICALS, INC. ADIL · Entity 7742 | ConversionCommon Stock | 5,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-18-010099 · ownership.xml · nonDerivative · entry 1 Truluck Joseph · CIK 0001718091 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,555 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 · shares: The 5,927 shares of common stock and a warrant to purchase 5,927 shares of common stock were issued upon automatic conversion of a convertible note in the principal amount of $1,980 at a conversion price of $0.44 per share upon consummation of the initial public offering on July 31, 2018. F1 · price: The 5,927 shares of common stock and a warrant to purchase 5,927 shares of common stock were issued upon automatic conversion of a convertible note in the principal amount of $1,980 at a conversion price of $0.44 per share upon consummation of the initial public offering on July 31, 2018. 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.