TAOXNasdaqFinance ServicesFiscal year ends December 31
TAO Synergies Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$3.25−0.09 (-2.69%)
Close on Oct 19, 2026
- Market cap
- $24.28M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
9.5%
1M of 7M shares
Institutional holders
29
6 new, 2 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TAOX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 118,471 | 1.58% | $441.90K | +39,102 | 0.00% |
| Citadel Advisors LLC | 83,172 | 1.11% | $310.23K | New | 0.00% |
| Geode Capital Management, LLC | 79,374 | 1.06% | $296.26K | −9,270 | 0.00% |
| Renaissance Technologies LLC | 78,817 | 1.05% | $293.99K | −22,983 | 0.00% |
| Summit Financial, LLC | 57,760 | 0.77% | $215.45K | +14,485 | 0.00% |
| Jane Street Group, LLC | 54,854 | 0.73% | $204.61K | New | 0.00% |
| BlackRock, Inc. | 45,898 | 0.61% | $171.20K | +26,145 | 0.00% |
| Hrt Financial LP | 40,072 | 0.54% | $149 | New | 0.00% |
| UBS Group AG | 32,779 | 0.44% | $122.27K | +22,029 | 0.00% |
| Vanguard Fiduciary Trust Co | 31,889 | 0.43% | $118.95K | −13,543 | 0.00% |
| State Street Corp | 25,200 | 0.34% | $94.00K | +5,900 | 0.00% |
| Morgan Stanley | 24,359 | 0.33% | $90.86K | – | 0.00% |
| Northern Trust Corp | 13,923 | 0.19% | $51.93K | +1,797 | 0.00% |
| Dimensional Fund Advisors LP | 12,619 | 0.17% | $47.07K | – | 0.00% |
| Ronald Blue Trust, Inc. | 2,832 | 0.04% | $10.56K | – | 0.00% |
| Steward Partners Investment Advisory, LLC | 2,800 | 0.04% | $10.44K | – | 0.00% |
| Massmutual Trust Co Fsb/Adv | 2,700 | 0.04% | $10.07K | – | 0.00% |
| Tower Research Capital LLC (TRC) | 2,413 | 0.03% | $9.00K | +2,337 | 0.00% |
| PNC Financial Services Group, Inc. | 750 | 0.01% | $2.80K | – | 0.00% |
| SBI Securities Co., Ltd. | 520 | 0.01% | $1.94K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 1M | 9.5% | 6 / 9 | 5 / 2 | 0M | 0M |
| Q1 2026 | 25 | 0M | 6.3% | 8 / 5 | 4 / 8 | 0M | 0M |
| Q4 2025 | 26 | 1M | 7.9% | 11 / 6 | 4 / 8 | 0M | 0M |
| Q3 2025 | 23 | 0M | 4.7% | 14 / 5 | 1 / 3 | 0M | 0M |
| Q2 2025 | 12 | 0M | 0.8% | 5 / 2 | 1 / 4 | 0M | 0M |
| Q1 2025 | 11 | 0M | 0.7% | 3 / 4 | 1 / 0 | 0M | 0M |
| Q4 2024 | 8 | 0M | 0.3% | 1 / 2 | 1 / 1 | 0M | 0M |
| Q3 2024 | 8 | 0M | 0.0% | 3 / 1 | 2 / 2 | 0M | 0M |
| Q2 2024 | 8 | 0M | 0.1% | 8 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TAOX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 79,099 | 1.06% | $295.04K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 36,368 | 0.49% | $152.75K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 24,527 | 0.33% | $91.49K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 12,242 | 0.16% | $51.42K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 11,119 | 0.15% | $36.58K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 9,860 | 0.13% | $41.41K | 0.00% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 8,872 | 0.12% | $33.09K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 7,014 | 0.09% | $29.46K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 1,618 | 0.02% | $6.04K | 0.00% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 800 | 0.01% | $2.63K | 0.00% | Jul 31, 2026 |
| State Street Balanced Index Fund | 398 | 0.01% | $1.48K | 0.00% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -300 | -0.00% | -$1.12K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joshua Silverman | Executive Chairman, Director | 86,681 | 1.16% | May 19, 2026 |
| Alan J. Tuchman | Chief Medical Officer, Director | 3,909 | 0.05% | Feb 5, 2026 |
| Robert Weinstein | Chief Financial Officer | 16,574 | 0.22% | May 19, 2026 |
| Bruce Bernstein | Director | 40,897 | 0.55% | May 19, 2026 |
| William S. Singer | Director | 19,566 | 0.26% | May 19, 2026 |
| Robert Ephron | Director | 4,500 | 0.06% | May 19, 2026 |
| Jonathan Schechter | Director | 22,665 | 0.30% | Oct 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Weinstein Chief Financial Officer | Oct 17, 2025 | Tax withholding | −4,000 | $7.23 | $28.92K | 16,574 |
| Robert Weinstein Chief Financial Officer | Oct 17, 2025 | Award | +10,000 | – | – | 20,574 |
| Bruce Bernstein Director | Oct 17, 2025 | Award | +25,000 | – | – | 40,897 |
| Bruce Bernstein Director | Oct 17, 2025 | Tax withholding | −10,000 | $7.23 | $72.30K | 30,897 |
| Joshua Silverman Executive Chairman, Director | Oct 17, 2025 | Tax withholding | −40,000 | $7.23 | $289.20K | 86,681 |
| Joshua Silverman Executive Chairman, Director | Oct 17, 2025 | Award | +100,000 | – | – | 126,681 |
| William S. Singer Director | Oct 17, 2025 | Tax withholding | −6,000 | $7.23 | $43.38K | 19,566 |
| William S. Singer Director | Oct 17, 2025 | Award | +15,000 | – | – | 25,566 |
| Robert Ephron Director | Oct 17, 2025 | Tax withholding | −3,000 | $7.23 | $21.69K | 4,500 |
| Robert Ephron Director | Oct 17, 2025 | Award | +7,500 | – | – | 7,500 |
| Jonathan Schechter Director | Jun 30, 2025 | Award | +21,575 | – | – | 22,665 |
| Jonathan Schechter Director | Jun 30, 2025 | Tax withholding | −8,630 | $7.85 | $67.75K | 14,035 |
| William S. Singer Director | Jun 30, 2025 | Tax withholding | −6,164 | $7.85 | $48.39K | 10,566 |
| William S. Singer Director | Jun 30, 2025 | Award | +15,410 | – | – | 16,730 |
| Joshua Silverman Executive Chairman, Director | Jun 30, 2025 | Tax withholding | −16,768 | $7.85 | $131.63K | 26,681 |
| Joshua Silverman Executive Chairman, Director | Jun 30, 2025 | Award | +41,919 | – | – | 43,449 |
| Bruce Bernstein Director | Jun 30, 2025 | Award | +24,657 | – | – | 25,760 |
| Bruce Bernstein Director | Jun 30, 2025 | Tax withholding | −9,863 | $7.85 | $77.42K | 15,897 |
| Alan J. Tuchman Chief Medical Officer, Director | Jun 30, 2025 | Tax withholding | −1,726 | $7.85 | $13.55K | 3,909 |
| Alan J. Tuchman Chief Medical Officer, Director | Jun 30, 2025 | Award | +4,315 | – | – | 5,635 |
| Robert Weinstein Chief Financial Officer | Jun 30, 2025 | Award | +15,410 | – | – | 16,738 |
| Robert Weinstein Chief Financial Officer | Jun 30, 2025 | Tax withholding | −6,164 | $7.85 | $48.39K | 10,574 |
| Daniel L. Alkon President and CSO, Director | Dec 16, 2022 | Sale(10b5-1 plan) | −19,688 | $1.17 | $23.03K | 35,546 |
| William S. Singer Director | Dec 16, 2022 | Sale(10b5-1 plan) | −27,000 | $1.17 | $31.59K | 33,000 |
| Joshua Silverman Director | Dec 16, 2022 | Sale(10b5-1 plan) | −19,012 | $1.17 | $22.24K | 38,238 |
| Robert Weinstein Chief Financial Officer | Dec 16, 2022 | Sale(10b5-1 plan) | −27,000 | $1.17 | $31.59K | 33,198 |
| Bruce Bernstein Director | Dec 16, 2022 | Sale(10b5-1 plan) | −22,500 | $1.17 | $26.33K | 27,578 |
| Jonathan Schechter Director | Dec 16, 2022 | Sale(10b5-1 plan) | −20,250 | $1.17 | $23.69K | 28,500 |
| Alan J. Tuchman Chief Executive Officer, Director | Dec 16, 2022 | Sale(10b5-1 plan) | −27,000 | $1.17 | $31.59K | 33,000 |
| Daniel L. Alkon President and CSO, Director | Jul 13, 2021 | Award | +43,750 | – | – | 55,234 |
| Joshua Silverman Director | Jul 13, 2021 | Award | +42,250 | – | – | 57,250 |
| Alan J. Tuchman Chief Executive Officer, Director | Jul 13, 2021 | Award | +60,000 | – | – | 60,000 |
| William S. Singer Director | Jul 13, 2021 | Award | +60,000 | – | – | 60,000 |
| George Perry Director | Jul 13, 2021 | Award | +40,000 | – | – | 40,000 |
| Jonathan Schechter Director | Jul 13, 2021 | Award | +45,000 | – | – | 48,750 |
| Robert Weinstein Chief Financial Officer | Jul 13, 2021 | Award | +60,000 | – | – | 60,198 |
| Bruce Bernstein Director | Jul 13, 2021 | Award | +50,000 | – | – | 50,078 |
| Daniel L. Alkon See Remarks, Director | Jul 13, 2021 | Award | +80,000 | – | – | 91,484 |
| Joshua Silverman Director | Jul 13, 2021 | Award | +90,000 | – | – | 105,000 |
| Joshua Silverman Director | Jun 14, 2021 | Buy | +10,000 | $8.30 | $83.00K | 15,000 |
| Daniel L. Alkon Chief Scientific Officer, Director | Jun 14, 2021 | Buy | +10,000 | $8.26 | $82.60K | 11,484 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.