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. 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.
Z Squared Inc. filed an initial insider ownership report for Chief Marketing Officer Christopher Ryan Schadel. The Form 3 data shows no reported transactions in the company’s securities, and no derivative positions or holdings are listed in the summary provided.
Z Squared Inc. director and Co-Chief Executive Officer Halabu David Elias filed an initial ownership report showing an indirect stake in the company’s common stock through SMSC Capital Holdings LLC. SMSC holds 1,412,855 shares of Z Squared common stock, received at the closing of a merger under an Agreement and Plan of Merger.
The filing explains that Halabu owns a 1% membership interest in SMSC, while the David E. Halabu Irrevocable Trust, for which he serves as trustee, owns the remaining 99%. Halabu expressly disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.
Z Squared Inc. filed an initial Form 3 identifying Bryan Eric Fuerst as a director of the company. This form serves as his initial statement as a reporting person for the issuer's equity securities. The filing does not list any transactions or current holdings in either non-derivative or derivative securities.
Z Squared Inc. director Kenneth Lyle Cooper has filed an initial Form 3, which is a statement of beneficial ownership for insiders. The available data show no reported transactions, share holdings, or derivative positions in this filing, indicating it is a baseline disclosure of status as a director.
Z Squared Inc. disclosed an initial insider ownership report for Michelle Ellen Burke, who serves as both a director and Co-Chief Executive Officer. The Form 3 data provided does not list any equity transactions or derivative positions for her and shows no reported buys, sells, or gifts.
Coeptis Therapeutics Holdings Inc reported that Vanguard Capital Management beneficially owned 346,975 shares of common stock, representing 5.57% of the class. The filing shows Vanguard has sole dispositive power over 346,975 shares and sole voting power over 26,244 shares. The disclosure attributes holdings to Vanguard and affiliated divisions and notes the holdings may include shares held by Vanguard funds and managed accounts.
Z Squared, Inc. provided additional details on its previously announced business combination with Coeptis Therapeutics Holdings, Inc. and a related pro rata dividend distribution. The company confirmed that shareholders of record on January 2, 2026 will receive a stock dividend from its subsidiary, Coeptis Holdings, Inc.
Each holder of Z Squared common stock will receive one share of non-transferable Coeptis Holdings, Inc. common stock for every share of Z Squared common stock held. The distribution is being effected on April 27, 2026. Z Squared’s common stock is expected to begin trading on the Nasdaq Global Market under the ticker symbol “ZSQR” on the same date.
The company describes itself as a vertically integrated computing infrastructure business with advanced, distributed computing hardware across North Carolina, South Carolina, and Iowa, supported by power management, real-time analytics, and in-house repair capabilities aimed at operational efficiency and scalability.