Every Form 4 that Coeptis Therapeutics Holdings Inc. (COEP) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow COEP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full COEP filings page.
BSG Series CM, LLC, a former 10% owner of Z Squared Inc., reported an internal restructuring of its holdings. On April 30, 2026, it completed a pro rata distribution of 41,521,276 shares of Z Squared common stock to its members based on their membership interests. The footnotes state that no monetary consideration was paid or received in this distribution. Following the transaction, BSG Series CM, LLC no longer beneficially owns any Z Squared common shares and indicates this filing as its final Section 16 report for the stock.
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.
Coeptis Therapeutics Holdings, Inc. Chief Financial Officer Brian Cogley increased his direct ownership of common stock through an option exercise and an equity grant. On February 11, 2026, he exercised stock options to acquire 10,000 shares of common stock at an exercise price of $10.56 per share, converting derivative securities into shares.
On the same date, he also received a grant of 12,500 shares of restricted stock in connection with an option exchange program, where previously granted underwater options were surrendered in exchange for restricted stock. Following these transactions, he directly beneficially owned 22,500 shares of common stock.
Coeptis Therapeutics Holdings, Inc. director Philippe Deschamps increased his direct common stock holdings through equity awards. On February 11, 2026, he acquired 5,700 shares of common stock by exercising stock options at $10.56 per share, classified as an exercise or conversion of a derivative security.
On the same date, he also received a grant of 3,250 shares of restricted stock at a stated price of $0. This restricted stock was issued in an option exchange program in which he surrendered underwater options in return for restricted shares. Following these transactions, he directly beneficially owned 8,950 shares of Coeptis common stock.
Coeptis Therapeutics Holdings director Chris Calise increased his holdings through an option exercise and a stock grant. On 02/11/2026 he acquired 5,700 shares of common stock by exercising stock options at $10.56 per share and received 3,250 shares of restricted stock for no cash cost in connection with an option exchange program. Following these transactions, he beneficially owns 368,741 shares of common stock, including 49,500 shares held by CJC Investment Trust and 47,106 shares issuable under currently exercisable warrants.
Coeptis Therapeutics Holdings CEO and President David Mehalick, a director and 10% owner, reported acquiring additional common stock on February 11, 2026. He exercised stock options to receive 148,875 shares of common stock at a weighted average exercise price of $7.05 per share.
On the same date, he also received a grant of 51,250 shares of restricted stock in an option exchange program, where previously underwater options were surrendered for stock. Following these transactions, Mehalick directly beneficially owns 330,192 shares of Coeptis common stock.
Cochran Christopher P. reported acquisition or exercise transactions in a Form 4 filing for COEP. The filing lists transactions totaling 8,950 shares at a weighted average price of $10.56 per share. Following the reported transactions, holdings were 8,950 shares.
Coeptis Therapeutics Holdings, Inc. director and VP of Operations Daniel Alexander Yerace reported acquiring common stock on February 11, 2026. He obtained 10,000 shares through the exercise of stock options at a weighted average price of $10.41 per share. He also received a grant of 20,000 restricted shares issued in connection with an option exchange program in which he surrendered underwater options for restricted stock. Following these transactions, he directly beneficially owned 70,531 shares of Coeptis common stock.
Coeptis Therapeutics Holdings, Inc. director Gene Salkind reported acquiring additional common stock on February 11, 2026. He exercised stock options for 5,700 shares at $10.56 per share and also received a grant of 3,250 restricted shares through an option exchange program.
After these transactions, Salkind beneficially owns 13,161 shares of Coeptis common stock directly. This total includes 4,211 shares held as JTWROS with Catherine Salkind, meaning they share beneficial ownership of that portion.
Coeptis Therapeutics Holdings, Inc. director Tara DeSilva reported acquiring additional common stock on February 11, 2026. She obtained 5,700 shares through the exercise of stock options at an exercise price of $10.56 per share, and separately received a grant of 3,250 restricted shares in connection with an option exchange program where underwater options were surrendered. Following these transactions, she directly holds 8,950 shares of Coeptis Therapeutics common stock.
Coeptis Therapeutics Holdings, Inc. officer Christine Elise Sheehy, VP Compliance and Secretary, increased her direct holdings of common stock through compensation-related transactions. On February 11, 2026, she exercised stock options to acquire 1,000 shares of common stock at an exercise price of $10.56 per share, reflecting the cost to convert her options into shares.
On the same date, she also acquired 12,500 shares of restricted common stock at $0 per share as part of an option exchange program in which underwater options were surrendered for restricted stock. After these transactions, she directly beneficially owned 64,031 shares of Coeptis common stock.