TAO Synergies's top three insider shareholders as of March 23, 2026 are George Perry (Director, 40.00K shares), Daniel L. Alkon (President And Cso, 35.55K shares), Bruce Bernstein (Director, 30.90K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Joshua Silverman | Executive Chairman | 86,681 | 0 | 17 Oct, 2025 |
| George Perry | - | 40,000 | 0 | 15 Jul, 2021 |
| Daniel L. Alkon | President And Cso | 35,546 | 0 | 20 Dec, 2022 |
| Bruce Bernstein | - | 30,897 | 0 | 17 Oct, 2025 |
| William S. Singer | - | 19,566 | 0 | 17 Oct, 2025 |
| Robert Weinstein | Chief Financial Officer | 16,574 | 0 | 17 Oct, 2025 |
| Jonathan Schechter | - | 14,035 | 0 | 02 Jul, 2025 |
| Robert Ephron | - | 4,500 | 0 | 17 Oct, 2025 |
| Alan J Tuchman | Chief Medical Officer | 3,909 | 0 | 02 Jul, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 17 Oct, 2025 | Robert Ephron | Common Stock, par value $0.0001 per share | A | 7,500 | $0.00 | 7,500 | D | A |
| 17 Oct, 2025 | William S. Singer | Common Stock, par value $0.0001 per share | A | 15,000 | $0.00 | 25,566 | D | A |
| 17 Oct, 2025 | Robert Weinstein | Common Stock, par value $0.0001 per share | A | 10,000 | $0.00 | 20,574 | D | A |
| 17 Oct, 2025 | Bruce Bernstein | Common Stock, par value $0.0001 per share | A | 25,000 | $0.00 | 40,897 | D | A |
| 17 Oct, 2025 | Joshua Silverman | Common Stock, par value $0.0001 per share | A | 100,000 | $0.00 | 126,681 | D | A |
| 06 Aug, 2025 | Jonathan Schechter | Employee Stock Option (right to buy) | A | 10,000 | $0.00 | 10,000 | D | A |
| 17 Oct, 2025 | Robert Weinstein | Common Stock, par value $0.0001 per share | D | 4,000 | $7.23 | 16,574 | D | F |
| 17 Oct, 2025 | William S. Singer | Common Stock, par value $0.0001 per share | D | 6,000 | $7.23 | 19,566 | D | F |
| 17 Oct, 2025 | Joshua Silverman | Common Stock, par value $0.0001 per share | D | 40,000 | $7.23 | 86,681 | D | F |
| 17 Oct, 2025 | Robert Ephron | Common Stock, par value $0.0001 per share | D | 3,000 | $7.23 | 4,500 | D | F |
| 17 Oct, 2025 | Bruce Bernstein | Common Stock, par value $0.0001 per share | D | 10,000 | $7.23 | 30,897 | D | F |
| 06 Aug, 2025 | Bruce Bernstein | Employee Stock Option (right to buy) | A | 12,000 | $0.00 | 12,000 | D | A |
| 06 Aug, 2025 | Joshua Silverman | Employee Stock Option (right to buy) | A | 36,000 | $0.00 | 36,000 | D | A |
| 06 Aug, 2025 | Robert Weinstein | Employee Stock Option (right to buy) | A | 7,000 | $0.00 | 7,000 | D | A |
| 06 Aug, 2025 | William S. Singer | Employee Stock Option (right to buy) | A | 7,000 | $0.00 | 7,000 | D | A |
| 30 Jun, 2025 | Alan J Tuchman | Common Stock, par value $0.0001 per share | A | 4,315 | $0.00 | 5,635 | D | A |
| 30 Jun, 2025 | Jonathan Schechter | Common Stock, par value $0.0001 per share | A | 21,575 | $0.00 | 22,665 | D | A |
| 30 Jun, 2025 | William S. Singer | Common Stock, par value $0.0001 per share | A | 15,410 | $0.00 | 16,730 | D | A |
| 30 Jun, 2025 | Bruce Bernstein | Common Stock, par value $0.0001 per share | A | 24,657 | $0.00 | 25,760 | D | A |
| 30 Jun, 2025 | Robert Weinstein | Common Stock, par value $0.0001 per share | A | 15,410 | $0.00 | 16,738 | D | A |