Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Xenetic Biosciences, Inc. | 100,000 | reported | 21 Apr 2026 | tx 7+485,000 |
| World Energy Solutions, Inc. | 0 | reported | 05 Jan 2015 | tx 18+125,750−185,439 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Apr 2026 | GRANT_AWARD | Xenetic Biosciences, Inc. | 100,000 | 0.00 USD | 10b5-1 |
| 18 Jun 2024 | GRANT_AWARD | Xenetic Biosciences, Inc. | 20,000 | 0.00 USD | deriv |
| 11 Dec 2023 | GRANT_AWARD | Xenetic Biosciences, Inc. | 10,000 | 0.00 USD | deriv |
| 24 Mar 2022 | GRANT_AWARD | Xenetic Biosciences, Inc. | 50,000 | 0.00 USD | deriv |
| 18 Mar 2021 | GRANT_AWARD | Xenetic Biosciences, Inc. | 50,000 | 0.00 USD | deriv |
| 04 Dec 2019 | GRANT_AWARD | Xenetic Biosciences, Inc. | 80,000 | 0.00 USD | deriv |
| 03 Apr 2017 | GRANT_AWARD | Xenetic Biosciences, Inc. | 175,000 | 0.00 USD | deriv |
| 05 Jan 2015 | TENDER | World Energy Solutions, Inc. | 78,438 | 5.50 USD | |
| 05 Jan 2015 | TENDER | World Energy Solutions, Inc. | 1,250 | 0.00 USD | deriv |
| 05 Jan 2015 | TENDER | World Energy Solutions, Inc. | 12,000 | 0.00 USD | deriv |
| 17 May 2014 | EXERCISE | World Energy Solutions, Inc. | 15,000 | 13.40 USD | deriv |
| 03 Jan 2014 | EXERCISE | World Energy Solutions, Inc. | 9,000 | 2.00 USD | |
| 03 Jan 2014 | EXERCISE | World Energy Solutions, Inc. | 9,000 | 0.00 USD | deriv |
| 03 Oct 2013 | EXERCISE | World Energy Solutions, Inc. | 18,750 | 3.17 USD | |
| 03 Oct 2013 | EXERCISE | World Energy Solutions, Inc. | 18,750 | 0.00 USD | deriv |
| 20 Sept 2013 | GRANT_AWARD | World Energy Solutions, Inc. | 40,000 | 3.34 USD | |
| 13 Sept 2013 | EXERCISE | World Energy Solutions, Inc. | 3,000 | 2.00 USD | |
| 13 Sept 2013 | EXERCISE | World Energy Solutions, Inc. | 3,000 | 0.00 USD | deriv |
| 31 Jul 2013 | EXERCISE | World Energy Solutions, Inc. | 2,895 | 9.50 USD | deriv |
| 31 Jul 2013 | EXERCISE | World Energy Solutions, Inc. | 42,106 | 9.50 USD | deriv |
| 17 Sept 2012 | GRANT_AWARD | World Energy Solutions, Inc. | 12,000 | 0.00 USD | deriv |
| 11 Dec 2009 | GRANT_AWARD | World Energy Solutions, Inc. | 20,000 | 0.00 USD | deriv |