COEPW (COEPW) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-05-15

Key Insights

BSG Series CM, LLC, a 10% owner and director, completely divested 41.5 million shares of common stock on April 30, 2026 through a pro rata distribution to its members, resulting in zero beneficial ownership.
This is the final Section 16 report from the reporting person, indicating a complete exit from insider reporting obligations for Z Squared Inc., which typically signals a significant change in ownership structure or control.
The distribution was conducted at $0.00 consideration with no monetary exchange, suggesting this was a reorganization or liquidation event rather than a market-driven sale, which may indicate internal restructuring rather than loss of confidence.

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Earlier Insider Trading filings

Filed: 2026-04-30

Director Adam Sohn received 9,868 restricted stock units (RSUs) with a grant-date fair value of $150,000, vesting over 36 months in equal monthly installments, indicating standard independent director compensation rather than a significant equity stake accumulation.
The RSUs vest contingent on continued Board service, aligning the director's interests with long-term company performance and suggesting stable governance structure at Coeptis/Z Squared Inc.
This is a routine annual director equity grant with no discretionary trading activity, indicating no insider concerns about company valuation or near-term prospects.
The filing shows the company has an established 2025 Incentive Compensation Plan and Non-Employee Director Compensation Program, demonstrating formalized governance practices for executive and board compensation.

Filed: 2026-04-30

Christopher Ryan Schadel, Chief Marketing Officer, received 100,000 stock options with a $15.20 exercise price and a performance-based vesting condition requiring 50% stock price appreciation, indicating management confidence in future growth but also signaling the stock may be undervalued at current levels.
The grant of 9,868 RSUs worth $150,000 annually demonstrates a competitive compensation package designed to retain executive talent, with quarterly vesting over one year tied to continued employment, suggesting management stability in the marketing function.
The stock option vesting tied to performance metrics rather than time-based vesting is unusual and suggests the board believes significant upside potential exists, though the 10-year exercise window provides flexibility for the executive to capitalize on future gains.
This is a new executive employment agreement dated April 27, 2026, indicating recent leadership changes or expansion in the marketing department at Z Squared Inc. (note: the issuer name differs from the ticker symbol COEPW mentioned in the query, suggesting a potential corporate reorganization or ticker mismatch).

Filed: 2026-04-30

Co-CEO David Halabu received a 500,000 share stock option grant with a $15.20 exercise price, representing significant long-term compensation aligned with executive retention and performance incentives.
The option vests only when the stock price appreciates 50% above the grant-date fair market value, creating a performance-based structure that ties executive compensation directly to shareholder value creation.
The 10-year exercise window and full vesting upon a specific price target (rather than time-based vesting) suggests management confidence in future stock performance but also indicates no immediate insider buying conviction at current valuations.

Filed: 2026-04-30

Director Bryan Fuerst received 9,868 restricted stock units (RSUs) valued at $150,000 as part of an Independent Director Agreement, indicating the company is compensating board members with equity rather than cash.
The RSUs vest over 36 months in equal monthly installments starting April 27, 2026, which aligns director incentives with long-term company performance and suggests confidence in future growth.
This is a routine equity grant to a non-employee director with no expiration date on the underlying RSUs, representing standard governance practice for publicly traded companies.
The grant was approved under the company's 2025 Incentive Compensation Plan and Non-Employee Director Compensation Program, demonstrating established equity compensation frameworks.

Filed: 2026-04-30

Director Kenneth Cooper received 9,868 restricted stock units (RSUs) valued at $150,000 as part of his Independent Director Agreement, with a grant date of April 27, 2026 and vesting over 36 months contingent on continued board service.
The RSU grant represents standard director compensation under the company's 2025 Incentive Compensation Plan and Non-Employee Director Compensation Program, indicating formal governance structure and board retention mechanisms.
This is a routine equity award with no immediate dilution concern, as RSUs vest gradually over three years and the reporting person has no current beneficial ownership of common shares beyond these contingent rights.

Filed: 2026-04-30

Brian Cogley, CFO of Z Squared Inc., received 100,000 stock options with a $15.20 exercise price and a performance vesting condition requiring 50% stock price appreciation over 10 years, indicating management confidence in long-term value creation.
The grant of 16,447 RSUs valued at approximately $250,000 (vesting quarterly over one year) represents a significant equity incentive tied to continued employment, suggesting the company is retaining executive talent through multi-year compensation packages.
The performance-based vesting structure of the stock options (requiring 50% appreciation) rather than time-based vesting is an uncommon and ambitious condition that aligns executive interests with substantial shareholder value creation.
This executive compensation package was formalized through an Amended and Restated Employment Agreement on April 27, 2026, potentially indicating a contract renewal or restructuring at the CFO level.

Filed: 2026-04-30

Michelle Burke, Co-Chief Executive Officer and Director, received the first tranche of a $1,000,000 equity compensation package through an Amendment to Service Agreement, indicating the company is retaining key executive leadership with substantial incentive alignment.
The transaction represents a compensation arrangement paid in four equal quarterly installments of $250,000 each ($250,000 issued on 04/27/2026), suggesting deferred compensation structured to retain executive talent over a one-year period.
The shares were issued at $0 consideration to Burke as part of the company's 2025 Incentive Compensation Plan, which is a common equity-based compensation mechanism but may indicate dilution to existing shareholders depending on plan authorization limits.
Burke's direct beneficial ownership increased to 16,447 shares following this transaction, though the total equity stake size relative to company capitalization cannot be determined from this filing alone.

Filed: 2026-02-13

The reporting person, Brian Cogley, acquired 22,500 shares of Coeptis Therapeutics Holdings, Inc. (COEPW) common stock, including 10,000 shares acquired through the exercise of stock options and 12,500 shares granted as restricted stock.
The acquisition of the shares by the Chief Financial Officer suggests that he has confidence in the company's future prospects and aligns his interests with those of shareholders.
The timing of the transactions, in early February 2026, may indicate that the company has recently provided positive updates or guidance that have increased Cogley's confidence in the company's outlook.

Filed: 2026-02-13

The reporting person, Philippe Deschamps, exercised 5,700 stock options at $10.56 per share and was granted 3,250 shares of restricted stock, indicating potential confidence in the company's future performance.
The insider transaction occurred on February 11, 2026, providing insight into the company's recent activities and strategic direction.
The reporting person currently holds 8,950 shares of Coeptis Therapeutics Holdings, Inc. (COEP), representing a direct ownership stake in the company.

Filed: 2026-02-13

The reporting person, Chris Calise, acquired 5,700 shares of common stock through the exercise of stock options and an additional 3,250 shares of restricted stock, increasing his direct beneficial ownership to 368,741 shares.
Calise also owns additional shares through indirect beneficial ownership, including 49,500 shares owned by a trust and 47,106 shares issuable under currently exercisable warrants.
The restricted stock grant appears to be part of an option exchange program, where Calise surrendered underwater options in exchange for the restricted stock award.

Filed: 2026-02-13

The CEO and President of Coeptis Therapeutics Holdings, Inc. (COEPW) exercised 148,875 stock options and received 51,250 restricted shares, indicating their confidence in the company's future.
The insider transaction involving the exercise of options and receipt of restricted shares suggests the CEO and President are aligning their interests with those of shareholders.
The timing of the transaction, in February 2026, may signal the CEO and President's view that the company's stock is undervalued and presents an attractive investment opportunity.

Filed: 2026-02-13

The reporting person, Christopher P. Cochran, who is a director of Coeptis Therapeutics Holdings, Inc., exercised 5,700 stock options and acquired 3,250 shares of restricted stock on February 11, 2026.
The exercise price of the stock options was $10.56 per share, indicating that Cochran is bullish on the company's stock.
The acquisition of restricted stock suggests that Cochran is aligning his interests with those of shareholders, further demonstrating his confidence in the company's future.

Filed: 2026-02-13

The reporting person, Daniel Yerace, is a VP Operations at Coeptis Therapeutics Holdings, Inc. (COEP), indicating he holds a key leadership position in the company.
Yerace exercised 10,000 stock options at $10.41 per share and was granted 20,000 shares of restricted stock, suggesting he is actively participating in the company's equity compensation programs.
The restricted stock grant was part of an option exchange program, where Yerace surrendered underwater options in exchange for the restricted stock award, potentially aligning his interests with shareholders.

Other reports for COEPW

Quarterly Report Current Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.