Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vera Therapeutics, Inc.VERA · Entity 4358 | Director · PRESIDENT AND CEO | September 15, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vera Therapeutics, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 235,244 |
Ending reported balance
After 2026-09-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-15 · Exercise / conversion · Acquired 18,500 · Balance 253,744 Row 2 · 2026-09-15 · Sale · Disposed 18,500 · Balance 235,244 F1: The sales were made pursuant to a written plan adopted on January 9, 2026, meeting the requirements of Rule 10b5-1(c) of the Securities Exchange Act of 1934, as amended. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.90 · Expires 2030-12-15 | Direct | 488,801 |
Reported balance
After 2026-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-15 · Exercise / conversion · Disposed 18,500 · Balance 488,801 F2: 1/4 of the shares subject to the option vested on December 16, 2021, and 1/48 of the shares vested monthly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales were made pursuant to a written plan adopted on January 9, 2026, meeting the requirements of Rule 10b5-1(c) of the Securities Exchange Act of 1934, as amended.
F2: 1/4 of the shares subject to the option vested on December 16, 2021, and 1/48 of the shares vested monthly thereafter.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 12, 2022 Filed Sep 13, 2022 20:04 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionClass A Common Stock | 12,821 | $2.90 | $37,139.87 |
DisclosureSEC source: 0001209191-22-049681 · doc4.xml · nonDerivative · entry 3 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,971 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 20:04 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionStock Option (Right to Buy) · Derivative | 12,886 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001209191-22-049681 · doc4.xml · derivative · entry 7 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,017,711 Underlying: Class A Common Stock · 12,886 shares Expires 2030-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 1/4 of the shares subject to the option vested on December 16, 2021, and 1/48 of the shares vest monthly thereafter. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 20:04 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | SaleClass A Common Stock | 12,886 | $20.16 | $259,771.45 |
DisclosureSEC source: 0001209191-22-049681 · doc4.xml · nonDerivative · entry 2 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,150 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 9, 2022. F2 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.62, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 20:04 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionClass A Common Stock | 12,886 | $2.90 | $37,328.16 |
DisclosureSEC source: 0001209191-22-049681 · doc4.xml · nonDerivative · entry 1 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,036 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 20:23 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,106 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001209191-22-049316 · doc4.xml · derivative · entry 6 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,034,025 Underlying: Class A Common Stock · 15,106 shares Expires 2030-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: 1/4 of the shares subject to the option vested on December 16, 2021, and 1/48 of the shares vest monthly thereafter. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 20:23 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | SaleClass A Common Stock | 15,106 | $20.52 | $309,975.12 |
DisclosureSEC source: 0001209191-22-049316 · doc4.xml · nonDerivative · entry 4 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,150 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 9, 2022. F3 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $20.12 to $20.78, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 20:23 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionClass A Common Stock | 15,106 | $2.90 | $43,759.06 |
DisclosureSEC source: 0001209191-22-049316 · doc4.xml · nonDerivative · entry 3 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,256 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:23 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,785 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001209191-22-049316 · doc4.xml · derivative · entry 5 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,049,131 Underlying: Class A Common Stock · 6,785 shares Expires 2030-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: 1/4 of the shares subject to the option vested on December 16, 2021, and 1/48 of the shares vest monthly thereafter. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:23 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | SaleClass A Common Stock | 6,785 | $20.03 | $135,903.55 |
DisclosureSEC source: 0001209191-22-049316 · doc4.xml · nonDerivative · entry 2 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,150 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 9, 2022. F2 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.28, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:23 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionClass A Common Stock | 6,785 | $2.90 | $19,654.79 |
DisclosureSEC source: 0001209191-22-049316 · doc4.xml · nonDerivative · entry 1 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,935 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:29 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,096 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001209191-22-048746 · doc4.xml · derivative · entry 8 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,055,916 Underlying: Class A Common Stock · 17,096 shares Expires 2030-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 1/4 of the shares subject to the option vested on December 16, 2021, and 1/48 of the shares vest monthly thereafter. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:29 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | SaleClass A Common Stock | 9,750 | $21.50 | $209,589.90 |
DisclosureSEC source: 0001209191-22-048746 · doc4.xml · nonDerivative · entry 6 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,150 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 9, 2022. F4 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $21.01 to $21.87, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:29 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionClass A Common Stock | 9,750 | $2.90 | $28,243.80 |
DisclosureSEC source: 0001209191-22-048746 · doc4.xml · nonDerivative · entry 5 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:29 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | SaleClass A Common Stock | 7,346 | $20.26 | $148,863.02 |
DisclosureSEC source: 0001209191-22-048746 · doc4.xml · nonDerivative · entry 4 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,150 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 9, 2022. F3 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $21.00, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:29 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionClass A Common Stock | 7,346 | $2.90 | $21,279.89 |
DisclosureSEC source: 0001209191-22-048746 · doc4.xml · nonDerivative · entry 3 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,496 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:29 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionStock Option (right to buy) · Derivative | 17,100 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001209191-22-048746 · doc4.xml · derivative · entry 7 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,073,012 Underlying: Class A Common Stock · 17,100 shares Expires 2030-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 1/4 of the shares subject to the option vested on December 16, 2021, and 1/48 of the shares vest monthly thereafter. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:29 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | SaleClass A Common Stock | 17,100 | $21.22 | $362,783.34 |
DisclosureSEC source: 0001209191-22-048746 · doc4.xml · nonDerivative · entry 2 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,150 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 9, 2022. F2 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $20.69 to $21.675, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:29 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionClass A Common Stock | 17,100 | $2.90 | $49,535.28 |
DisclosureSEC source: 0001209191-22-048746 · doc4.xml · nonDerivative · entry 1 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 20:03 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | GrantClass A Common Stock | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047162 · doc4.xml · nonDerivative · entry 1 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,150 F1 · shares: Represents the number of shares of Class A Common Stock underlying the restricted stock units ("RSUs") under Issuer's 2021 Equity Incentive Plan. One-third of the RSUs vest on August 20, 2023, rounded to the nearest whole share, and the remaining RSUs vest on August 20, 2024, subject to the Reporting Person's continuous service through each vesting date. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:11 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionStock Option (right to buy) · Derivative | 20,528 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001209191-22-045806 · doc4.xml · derivative · entry 3 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086,684 Underlying: Class A Common Stock · 20,528 shares Expires 2030-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: 1/4 of the shares subject to the option vest on December 16, 2021, and 1/48 of the shares vest monthly thereafter. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:11 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | SaleClass A Common Stock | 20,528 | $20.16 | $413,799.32 |
DisclosureSEC source: 0001209191-22-045806 · doc4.xml · nonDerivative · entry 2 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,400 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 9, 2022. F2 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.59, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:11 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | Exercise / conversionClass A Common Stock | 20,528 | $2.90 | $59,465.51 |
DisclosureSEC source: 0001209191-22-045806 · doc4.xml · nonDerivative · entry 1 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,928 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:07 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | GrantStock Option (right to buy) · Derivative | 176,154 | $0.00 Strike: $20.94 | $0.00 |
DisclosureSEC source: 0001209191-22-011212 · doc4.xml · derivative · entry 1 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,154 Underlying: Class A Common Stock · 176,154 shares Expires 2032-02-15 F1 · derivative.exercise_date: 1/48 of the total stock option will vest and become exercisable monthly on the same day of each month following February 16, 2022, subject to continuous service of the Reporting Person on each vesting date. Read SEC document |
| May 13, 2021 Filed May 18, 2021 00:28 UTC | Vera Therapeutics, Inc. VERA · Entity 4358 | GrantStock Option (right to buy) · Derivative | 110,038 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033331 · doc4.xml · derivative · entry 1 Fordyce Marshall · CIK 0001859453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,038 Underlying: Class A Common Stock · 110,038 shares Expires 2031-05-12 F1 · derivative.exercise_date: 1/4 of the shares subject to the option vest on May 13, 2022, and 1/48 of the shares vest monthly thereafter. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.