Phillip Joseph Mertz
CIK 2028904 · View on SEC EDGAR ↗
First SEC filing: Nov. 12, 2024 · Latest: Nov. 12, 2024
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 18, 2025 | ACOG | S | 27,778 | $9.00 | $250,002 | 22,462 Direct | -55.29% | Disposed | 11.9% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Jan. 14, 2026 | ACOG | Common Share Options | Common Shares (8,437) | $6.56 | Jan. 14, 2036 | 8,437 | Acquired |
| Feb. 25, 2025 | ACOG | Common Share Options | Common Shares (38,762) | $5.93 | Feb. 25, 2035 | 38,762 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 7 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Nov. 12, 2024 | ACOG | Common Shares | 50,233 | Direct |
| Nov. 12, 2024 | ACOG | Common Shares | 12,560 | Indirect |
| Nov. 12, 2024 | ACOG | Common Share Options→ Common Shares (8,000) | 8,000 | Direct |
| Nov. 12, 2024 | ACOG | Common Share Options→ Common Shares (4,000) | 4,000 | Direct |
| Nov. 12, 2024 | ACOG | Common Share Options→ Common Shares (13,200) | 13,200 | Direct |
| Nov. 12, 2024 | ACOG | Class B Preferred Series A Shares→ Common Shares (35,328) | 35,328 | Direct |
| Nov. 12, 2024 | ACOG | Class B Preferred Series A Shares→ Common Shares (8,832) | 8,832 | Indirect |