Welcome to our dedicated page for Coeptis Therapeutics SEC filings (Ticker: COEP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Coeptis Therapeutics Holdings Inc. (Nasdaq: COEP) provides access to the company’s regulatory disclosures as it pursues both biopharmaceutical and technology-focused activities and a planned merger with Z Squared Inc. Company announcements reference a registration statement on Form S-4 filed with the U.S. Securities and Exchange Commission in connection with the proposed merger, and later note that this Form S-4 has been declared effective, allowing the company to mail a definitive proxy statement/prospectus for an Annual/Special Meeting of stockholders.
Through SEC filings such as the Form S-4, investors can review detailed information about the proposed business combination with Z Squared, including the structure of the merger, the intended spin-out of Coeptis’ biopharmaceutical operations, and the plan for the combined company to focus on digital asset mining while technology operations remain in the public entity. These filings also describe conditions to closing, such as regulatory approvals, shareholder approvals, and listing requirements.
For a company active in biotechnology and advanced technology, SEC reports can also provide context on licensed assets and business segments described in press releases, such as the allogeneic cellular immunotherapy platform and DVX201 NK cell therapy licensed from Deverra Therapeutics, the GEAR Cell Therapy Platform licensed from VyGen-Bio, and the SNAP-CAR technology licensed from the University of Pittsburgh. Filings may further explain how the Technology Division and the NexGenAI Affiliates Network fit into the overall business.
On Stock Titan, Coeptis-related SEC filings are supplemented with AI-powered summaries
Z Squared Inc., formerly Coeptis Therapeutics, completed its merger with Z Squared Opco and now trades on the Nasdaq Global Market under the symbol ZSQR, with about 51.5 million common shares outstanding and former Z Squared Opco holders owning roughly 85% of the company.
The company entered a binding letter of intent to acquire Skycore Digital LLC, an operating digital infrastructure platform in North Carolina with about 24 megawatts of energized power capacity and a defined path to up to 42 megawatts. Consideration will be up to $22 million in new Series B Convertible Preferred Stock with an 8% cash or 10% pay-in-kind dividend, a seven-year mandatory redemption, and an annual holder put right beginning in year two, capped at 20% per year.
Z Squared also expanded its leadership and governance. Michelle Burke was named Co-Chief Executive Officer alongside David Halabu, and Ryan Schadel was appointed Chief Marketing Officer. The board added three independent directors, formalized a non-employee director compensation program using cash retainers and RSUs, and approved a 2025 equity incentive plan allowing awards covering up to 15% of outstanding common shares.
To support investor relations and marketing, the company agreed to issue equity to several service providers, including 200,000 shares to Adam Wasserman, up to 566,000 shares to Moneta Advisory Partners, restricted stock valued at $100,000 to MZHCI, and shares valued at $75,000 to Retail Sparks, all in unregistered transactions under Section 4(a)(2) and Rule 506(b). Senior executives received new or amended employment agreements with stock options and RSU awards tied to share price performance and service-based vesting.
Z Squared Inc. reported an equity award to independent director Sohn Adam Craig. He received a grant of 9,868 restricted stock units (RSUs) on April 27, 2026, as director compensation with a grant-date fair value of $150,000.
The number of RSUs was calculated by dividing $150,000 by the fair market value of Z Squared’s common stock on the grant date, rounded down to the nearest whole share. Each RSU represents one share of common stock upon vesting.
The RSUs vest in 36 equal monthly installments starting April 27, 2026, contingent on his continued Board service. Following this grant, Sohn holds 9,868 RSUs directly, reflecting a compensation-related, non-market acquisition rather than an open-market purchase.
Z Squared Inc. granted its Chief Marketing Officer, Christopher Ryan Schadel, new equity awards as part of his Executive Employment Agreement. He received 9,868 restricted stock units, representing the right to receive the same number of common shares as they vest.
The company also granted a stock option for 100,000 shares of common stock at an exercise price of $15.20 per share, which remains exercisable for ten years from the April 27, 2026 grant date, subject to earlier termination. The option vests in full once the fair market value of the common stock increases by 50% above the grant-date fair market value, as determined by the board.
The RSUs have a grant-date fair market value of $150,000 and vest in equal quarterly installments over one year starting April 27, 2026, conditioned on Schadel’s continued employment with the company on each vesting date.
Z Squared Inc. granted Co-Chief Executive Officer David Elias Halabu a stock option award covering 500,000 shares of common stock. The option has an exercise price of $15.20 per share and was issued as compensation under his amended and restated executive employment agreement and the company’s 2025 Incentive Compensation Plan.
The option vests in full only if the fair market value of Z Squared’s common stock rises by 50% above the grant-date fair market value, as determined by the board. Once vested, the option is exercisable for up to 10 years from the grant date, subject to earlier termination under the plan and applicable award agreement.
Fuerst Bryan Eric reported acquisition or exercise transactions in this Form 4 filing.
Z Squared Inc. director Bryan Eric Fuerst received a grant of 9,868 restricted stock units on April 27, 2026 as part of his independent director compensation. This is a stock-based award, not a market purchase or sale.
The RSUs have a grant-date fair value of $150,000 and were issued under the company’s 2025 Incentive Compensation Plan and Non-Employee Director Compensation Program. Each RSU represents one share of common stock upon vesting. The award vests in 36 equal monthly installments starting April 27, 2026, contingent on Mr. Fuerst’s continued Board service. Following this grant, he holds 9,868 RSUs directly.
Cooper Kenneth Lyle reported acquisition or exercise transactions in this Form 4 filing.
Z Squared Inc. director Kenneth Lyle Cooper reported an award of 9,868 restricted stock units on April 27, 2026. The RSUs have a grant-date fair value of $150,000 and were issued under the company’s 2025 Incentive Compensation Plan and Non-Employee Director Compensation Program.
Each RSU represents one share of common stock and was granted at no cash cost to Cooper as part of his independent director compensation. The award vests in 36 equal monthly installments beginning April 27, 2026, contingent on his continued Board service, and his reported RSU holdings after the grant total 9,868 units.
Z Squared Inc. granted its Chief Financial Officer, Brian Cogley, new equity awards as part of an amended and restated executive employment agreement. On April 27, 2026, he received 100,000 stock options with an exercise price of $15.20 per share. These options vest in full once the Board determines the fair market value of the common stock has increased by 50% above the grant-date fair market value and remain exercisable for ten years, subject to plan terms.
He also received 16,447 restricted stock units (RSUs), representing a grant value of $250,000 based on the Nasdaq closing price on April 27, 2026. The RSUs vest in equal quarterly installments over one year, contingent on his continued employment. Both awards are issued under the Z Squared Inc. 2025 Incentive Compensation Plan and function as compensation grants rather than open-market purchases.
Burke Michelle Ellen reported acquisition or exercise transactions in this Form 4 filing.
Z Squared Inc. reported that Co-Chief Executive Officer Michelle Ellen Burke received a grant of 16,447 shares of common stock on April 27, 2026. This award was issued at no cash cost to her as part of her compensation.
The grant represents the first of four equal quarterly stock tranches under an Amendment to her Service Agreement, which provides for $1,000,000 worth of Z Squared common stock in total. The 16,447 shares were calculated by dividing $250,000 by the closing price of Z Squared’s common stock on the Nasdaq Global Market on April 27, 2026, rounded down to the nearest whole share. Following this transaction, she directly holds 16,447 shares.
Z Squared Inc. director Sohn Adam Craig filed an initial Form 3, which is a statement of beneficial ownership for company insiders. The filing does not list any buy, sell, or other equity transactions and shows no reported derivative positions in this snapshot.