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
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.
Coeptis Therapeutics Holdings, Inc. implemented a one-time option repricing and exchange program for options under its 2022 Equity Incentive Plan, covering officers and directors. Holders could either reprice underwater options or surrender them for restricted stock, and all options were made fully vested.
Several executives, including CEO David Mehalick, exchanged underwater options for an equal number of restricted shares and exercised remaining vested options to receive restricted common stock. The company also received notice from Nasdaq that it has regained compliance with the annual meeting requirement, so its Nasdaq Capital Market listing is no longer at risk from that issue.
Coeptis Therapeutics Holdings, Inc. reported the results of its Annual and Special Meeting of Stockholders held on January 30, 2026. Stockholders considered nine proposals described in the company’s proxy statement.
A quorum was present, with 3,697,558 shares represented out of 5,680,111 shares of common stock outstanding as of the January 2, 2026 record date. Multiple proposals received strong support, with several “FOR” vote totals above 3.45 million shares versus materially smaller “AGAINST” and abstention counts.
Stockholders also voted on the election of five directors. Bryan Fuerst, Adam Sohn, David Halabu, Michelle Burke, and Kenneth Cooper each received approximately 3.69 million “FOR” votes, with very few votes withheld and no broker non-votes reported. An adjournment proposal related to Proposals 1–8 was listed as Proposal 9 but was not presented at the meeting.
The Vanguard Group has disclosed a significant ownership position in Coeptis Therapeutics Holdings Inc common stock. Vanguard reports beneficial ownership of 339,486 shares, representing 6.35% of the outstanding common stock, with shared voting power over 26,244 shares and shared dispositive power over 339,486 shares.
The Vanguard Total Stock Market Index Fund Investor Shares is separately reported as beneficially owning 268,093 shares, or 5.02% of the class, with sole voting power over those shares. Vanguard notes an internal realignment effective January 12, 2026, after which certain subsidiaries will report beneficial ownership on a disaggregated basis. The filing certifies that the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Coeptis.
Coeptis Therapeutics Holdings, Inc. has issued a prospectus supplement to correct the “Principal Stockholders of Proposed Combined Company” table in its S-4 proxy statement/prospectus for the planned merger.
The supplement assumes that the merger consideration will equal approximately 79% of the combined company’s issued and outstanding common stock at closing, based on 5,762,221 Coeptis shares outstanding on the date of the supplement. Under these assumptions, BSG Series LLC is shown as beneficially owning 22,459,490 shares, or 73.37%, immediately after the merger, with executive officers and directors as a group at 854,775 shares, or 2.79%. BSG Series LLC is expected to distribute its merger shares pro rata to its members in a “BSG Dividend,” after which no single BSG member will beneficially own more than 5% of Coeptis common stock.