Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GELESIS HOLDINGS, INC.GLS · Entity 109516 | Chief Medical Officer | May 06, 2022 | May 09, 2022 |
| Zeo ScientifiX, Inc.OCEL · Entity 8005 | Director · Chief Executive Officer | June 28, 2023 | December 21, 2023 |
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.
GELESIS HOLDINGS, INC.
Report date May 06, 2022 · Filed May 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 314,090 |
Ending reported balance
After 2022-05-06 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-05-06 · Grant · Acquired 10,164 · Balance 10,164 F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. F2: These RSUs vest in full on February 8, 2023, subject to the reporting person's continued service at such time. Row 2 · 2022-05-06 · Grant · Acquired 34,266 · Balance 44,430 F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. F3: These RSUs vest in full on February 15, 2023, subject to the reporting person's continued service at such time. Row 3 · 2022-05-06 · Grant · Acquired 269,660 · Balance 314,090 F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. F4: 25% of these RSUs shall vest on April 1, 2023, with the remainder vesting in twelve (12) equal quarterly installments thereafter, subject to the reporting person's continued service on each such vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.33 · Expires 2032-03-03 | Direct | 269,660 |
Reported balance
After 2022-05-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-05-06 · Grant · Acquired 269,660 · Balance 269,660 F5: 25% of the shares underlying this option shall vest and become exercisable on March 4, 2023, with the remainder vesting in twelve (12) equal quarterly installments thereafter, subject to the reporting person's continued service on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement.
F2: These RSUs vest in full on February 8, 2023, subject to the reporting person's continued service at such time.
F3: These RSUs vest in full on February 15, 2023, subject to the reporting person's continued service at such time.
F4: 25% of these RSUs shall vest on April 1, 2023, with the remainder vesting in twelve (12) equal quarterly installments thereafter, subject to the reporting person's continued service on each such vesting date.
F5: 25% of the shares underlying this option shall vest and become exercisable on March 4, 2023, with the remainder vesting in twelve (12) equal quarterly installments thereafter, subject to the reporting person's continued service on each such vesting date.
Zeo ScientifiX, Inc.
Report date June 28, 2023 · Filed December 21, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 1,049,450 |
Last balance in matching sequence
After 2023-06-29 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-06-28 · Purchase · Acquired 549,450 · Balance 549,450 F1: The shares are held by the Harry L. Leider Revocable Trust of which the Reporting Person is the Trustee. The purpose of this Amendment is to correct the purchase price for the shares purchased on June 28, 2023. Row 2 · 2023-06-29 · Purchase · Acquired 500,000 · Balance 1,049,450 F1: The shares are held by the Harry L. Leider Revocable Trust of which the Reporting Person is the Trustee. The purpose of this Amendment is to correct the purchase price for the shares purchased on June 28, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are held by the Harry L. Leider Revocable Trust of which the Reporting Person is the Trustee. The purpose of this Amendment is to correct the purchase price for the shares purchased on June 28, 2023.
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 |
|---|---|---|---|---|---|---|
| December 19, 2023 Filed Dec 20, 2023 21:05 UTC | Zeo ScientifiX, Inc. OCEL · Entity 8005 | SaleCommon Stock | 5,248 | $1.32 | $6,901.12 |
DisclosureSEC source: 0001829126-23-008139 · ownership.xml · nonDerivative · entry 1 Leider Harry L. · CIK 0001888273 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · ownership.nature: The shares disposed of were held by the Harry L. Leider Revocable Trust of which the Reporting Person is the Trustee. Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 20:05 UTC | Zeo ScientifiX, Inc. OCEL · Entity 8005 | PurchaseCommon Stock | 500,000 | $0.01 | $5,000.00 |
DisclosureSEC source: 0001829126-23-004521 · ownership.xml · nonDerivative · entry 2 Leider Harry L. · CIK 0001888273 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,049,450 F1 · ownership.nature: The shares are held by the Harry L. Leider Revocable Trust of which the Reporting Person is the Trustee. Read SEC document |
| June 29, 2023 Filed Dec 21, 2023 21:01 UTC Amendment | Zeo ScientifiX, Inc. OCEL · Entity 8005 | PurchaseCommon Stock | 500,000 | $0.01 | $5,000.00 |
DisclosureSEC source: 0001829126-23-008158 · ownership.xml · nonDerivative · entry 2 Leider Harry L. · CIK 0001888273 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,049,450 F1 · ownership.nature: The shares are held by the Harry L. Leider Revocable Trust of which the Reporting Person is the Trustee. The purpose of this Amendment is to correct the purchase price for the shares purchased on June 28, 2023. Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 20:05 UTC | Zeo ScientifiX, Inc. OCEL · Entity 8005 | PurchaseCommon Stock | 549,450 | $0.10 | $54,395.55 |
DisclosureSEC source: 0001829126-23-004521 · ownership.xml · nonDerivative · entry 1 Leider Harry L. · CIK 0001888273 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 549,450 F1 · ownership.nature: The shares are held by the Harry L. Leider Revocable Trust of which the Reporting Person is the Trustee. Read SEC document |
| June 28, 2023 Filed Dec 21, 2023 21:01 UTC Amendment | Zeo ScientifiX, Inc. OCEL · Entity 8005 | PurchaseCommon Stock | 549,450 | $0.01 | $5,439.56 |
DisclosureSEC source: 0001829126-23-008158 · ownership.xml · nonDerivative · entry 1 Leider Harry L. · CIK 0001888273 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 549,450 F1 · ownership.nature: The shares are held by the Harry L. Leider Revocable Trust of which the Reporting Person is the Trustee. The purpose of this Amendment is to correct the purchase price for the shares purchased on June 28, 2023. Read SEC document |
| May 06, 2022 Filed May 9, 2022 16:17 UTC | GELESIS HOLDINGS, INC. GLS · Entity 109516 | GrantStock Option (Right to Buy) · Derivative | 269,660 | $0.00 Strike: $3.33 | $0.00 |
DisclosureSEC source: 0001104659-22-057537 · tm2214815d8_4seq1.xml · derivative · entry 4 Leider Harry L. · CIK 0001888273 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,660 Underlying: Common Stock · 269,660 shares Expires 2032-03-03 F5 · derivative.exercise_date: 25% of the shares underlying this option shall vest and become exercisable on March 4, 2023, with the remainder vesting in twelve (12) equal quarterly installments thereafter, subject to the reporting person's continued service on each such vesting date. Read SEC document |
| May 06, 2022 Filed May 9, 2022 16:17 UTC | GELESIS HOLDINGS, INC. GLS · Entity 109516 | GrantCommon Stock | 269,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-057537 · tm2214815d8_4seq1.xml · nonDerivative · entry 3 Leider Harry L. · CIK 0001888273 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,090 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. F4 · shares: 25% of these RSUs shall vest on April 1, 2023, with the remainder vesting in twelve (12) equal quarterly installments thereafter, subject to the reporting person's continued service on each such vesting date. F1 · price: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. Read SEC document |
| May 06, 2022 Filed May 9, 2022 16:17 UTC | GELESIS HOLDINGS, INC. GLS · Entity 109516 | GrantCommon Stock | 34,266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-057537 · tm2214815d8_4seq1.xml · nonDerivative · entry 2 Leider Harry L. · CIK 0001888273 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,430 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. F3 · shares: These RSUs vest in full on February 15, 2023, subject to the reporting person's continued service at such time. F1 · price: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. Read SEC document |
| May 06, 2022 Filed May 9, 2022 16:17 UTC | GELESIS HOLDINGS, INC. GLS · Entity 109516 | GrantCommon Stock | 10,164 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-057537 · tm2214815d8_4seq1.xml · nonDerivative · entry 1 Leider Harry L. · CIK 0001888273 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,164 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. F2 · shares: These RSUs vest in full on February 8, 2023, subject to the reporting person's continued service at such time. F1 · price: Represents a grant of restricted stock units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock upon vesting and settlement. 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.