Serina Therapeutics, Inc.
SERAs of the close on Sep 25, 2026
Price
$2.09
Market cap
—
The cover-page share count does not match the latest report's share count
P/E (diluted TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
EPS (TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Serina Therapeutics, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Source: Serina Therapeutics, Inc. — 10-K filed Mar 25, 2026
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 9 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 22, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Sio Capital Management, LLC | 2026-03-31 | 1,000,000 | $1.94M | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 64,973 | $126K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 3,606 | $7K | SEC filing |
| Waverly Advisors, LLC | 2026-03-31 | 67,492 | $131K | SEC filing |
| Piscataqua Savings Bank | 2026-03-31 | 28 | $54 | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 2 | $4 | SEC filing |
| Rockefeller Capital Management L.P. | 2026-03-31 | 2 | $4 | SEC filing |
| ALBION FINANCIAL GROUP /UT | 2026-03-31 | 8 | $16 | SEC filing |
| Pacifica Partners Inc. | 2026-03-31 | 8 | $16 | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 1,001 | $1.94K | SEC filing |
| Avidian Wealth Enterprises, LLC | 2026-03-31 | 18,800 | $36.5K | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 1 | $2 | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 39,653 | $76.9K | SEC filing |
| Caitong International Asset Management Co., Ltd | 2026-03-31 | 3,982 | $7.73K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 843 | $1.64K | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 8 | $16 | SEC filing |
| STATE STREET CORP | 2026-03-31 | 12,758 | $24.8K | SEC filing |
| UBS Group AG | 2026-03-31 | 5 | $10 | SEC filing |
| Federation des caisses Desjardins du Quebec | 2026-03-31 | 1 | $2 | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 58,264 | $113K | SEC filing |
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Advisory Services Network, LLC: 14 shares reported 2025-09-30; 14 shares reported 2026-03-31.
- BlackRock, Inc.: 17,249 shares reported 2025-12-31; 58,264 shares reported 2026-03-31.
- UBS Group AG: 433 shares reported 2025-12-31; 5 shares reported 2026-03-31.
- STATE STREET CORP: 12,758 shares reported 2025-12-31; 12,758 shares reported 2026-03-31.
- Tower Research Capital LLC (TRC): 449 shares reported 2025-12-31; 843 shares reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 2 shares reported 2025-12-31; 1,001 shares reported 2026-03-31.
- Pacifica Partners Inc.: 8 shares reported 2025-12-31; 8 shares reported 2026-03-31.
- ALBION FINANCIAL GROUP /UT: 8 shares reported 2025-12-31; 8 shares reported 2026-03-31.
- BNP PARIBAS FINANCIAL MARKETS: 2 shares reported 2025-12-31; 2 shares reported 2026-03-31.
- Piscataqua Savings Bank: 28 shares reported 2025-12-31; 28 shares reported 2026-03-31.
- Waverly Advisors, LLC: 67,492 shares reported 2025-12-31; 67,492 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 3,604 shares reported 2025-12-31; 3,606 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
12 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Serina Therapeutics, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-22 · WILSON KAREN J: Larger than 32 of the 35 other insider purchases of Common Stock on file. SEC filing
- 2026-05-21 · WILSON KAREN J: Larger than 32 of the 35 other insider purchases of Common Stock on file. SEC filing
- 2026-05-19 · Marshall Richard Peter: Larger than all 35 other insider purchases of Common Stock on file. SEC filing
- 2026-03-19 · Moreadith Randall: Larger than 39 of the 40 other insider sales of Common Stock on file. SEC filing
- 2026-01-08 · Moreadith Randall: Larger than 38 of the 40 other insider sales of Common Stock on file. SEC filing
- 2025-08-26 · Moreadith Randall: Larger than all 40 other insider sales of Common Stock on file. SEC filing
- 2024-09-19 · Bailey Gregory: Larger than 34 of the 35 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-05-19–2026-05-22: 4 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-09-12–2024-09-19: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-08-14–2024-08-20: 10 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-05-21–2024-05-28: 6 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2024-05-17–2024-05-23: 10 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-12 | WILSON KAREN J · Director | Common Stock | P — Open market or private purchase | +5,000 | 1.77 | SEC filing |
| 2026-06-11 | WILSON KAREN J · Director | Common Stock | P — Open market or private purchase | +5,100 | 1.75 | SEC filing |
| 2026-05-22 | Venkatesan Jay · Director | Common Stock | P — Open market or private purchase | +589 | 1.78 | SEC filing |
| 2026-05-22 | WILSON KAREN J · Director | Common Stock | P — Open market or private purchase | +10,000 | 1.93 | SEC filing |
| 2026-05-21 | WILSON KAREN J · Director | Common Stock | P — Open market or private purchase | +10,000 | 1.77 | SEC filing |
| 2026-05-19 | Marshall Richard Peter · Director | Common Stock | P — Open market or private purchase | +12,183 | 1.65 | SEC filing |
| 2026-03-23 | Moreadith Randall · Chief Scientific Officer | Common Stock | S — Open market or private sale | −6,500 | 2.86 | SEC filing |
| 2026-03-19 | Moreadith Randall · Chief Scientific Officer | Common Stock | S — Open market or private sale | −39,000 | 2.50 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-17 | Bailey Gregory · Director | Common Stock | C — Conversion of derivative security | +1,770,805 | SEC filing |
| 2026-06-17 | Venkatesan Jay · Director | Common Stock | C — Conversion of derivative security | +224,152 | SEC filing |
| 2026-06-17 | Bailey Gregory · Director | Series A Convertible Preferred Stock | C — Conversion of derivative security | −762,548 | SEC filing |
| 2026-06-17 | Bailey Gregory · Director | Common Stock | C — Conversion of derivative security | +6,666,667 | SEC filing |
| 2026-06-17 | Venkatesan Jay · Director | Series A Convertible Preferred Stock | C — Conversion of derivative security | −96,525 | SEC filing |
| 2026-06-17 | Marshall Richard Peter · Director | Stock Option (right to buy) | A — Grant, award, or other acquisition | +15,250 | SEC filing |
| 2026-06-17 | Brannan Stephen K. · Director | Stock Option (right to buy) | A — Grant, award, or other acquisition | +15,250 | SEC filing |
| 2026-06-17 | Venkatesan Jay · Director | Stock Option (right to buy) | A — Grant, award, or other acquisition | +15,250 | SEC filing |
Showing 8 of 29 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-03-28 | LEDGER STEVEN A · Chief Executive Officer | Common Stock | J — Other acquisition or disposition | +95,730 | SEC filing |
| 2024-11-27 | Juvenescence Ltd · 10% owner | Warrants | D — Disposition to the issuer | −755,728 | SEC filing |
Showing 2 of 2 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.