Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atara Biotherapeutics, Inc.ATRA · Entity 6828 | Director | September 04, 2026 | September 04, 2026 |
| Zymeworks Inc.ZYME · Entity 4458 | Director | January 12, 2026 | January 13, 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.
Atara Biotherapeutics, Inc.
Report date September 04, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 166,486 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Purchase · Acquired 104,166 · Balance 166,486 F1: Represents shares purchased by the Reporting Person from the Issuer, through its sales agent, pursuant to that certain Sales Agreement, dated November 1, 2023, by and between the Issuer and TD Securities (USA) LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares purchased by the Reporting Person from the Issuer, through its sales agent, pursuant to that certain Sales Agreement, dated November 1, 2023, by and between the Issuer and TD Securities (USA) LLC.
Zymeworks Inc.
Report date January 12, 2026 · Filed January 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.16 · Expires 2036-01-11 | Direct | 23,000 |
Reported balance
After 2026-01-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-12 · Grant · Acquired 23,000 · Balance 23,000 F1: Stock options vest in 36 equal monthly installments starting one month after grant date of January 12, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 15,400 |
Reported balance
After 2026-01-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-12 · Grant · Acquired 15,400 · Balance 15,400 F2: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of common stock. F3: RSUs vest in three equal annual installments beginning on first anniversary of grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock options vest in 36 equal monthly installments starting one month after grant date of January 12, 2026.
F2: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of common stock.
F3: RSUs vest in three equal annual installments beginning on first anniversary of grant date.
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 04, 2026 Filed Sep 4, 2026 22:20 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | PurchaseCommon Stock | 104,166 | $9.60 | $999,993.60 |
DisclosureSEC source: 0000905148-26-004085 · form4.xml · nonDerivative · entry 1 Cherry Brian N · CIK 0001290922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,486 F1 · shares: Represents shares purchased by the Reporting Person from the Issuer, through its sales agent, pursuant to that certain Sales Agreement, dated November 1, 2023, by and between the Issuer and TD Securities (USA) LLC. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 22:51 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | GrantCommon Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-002951 · form4.xml · nonDerivative · entry 1 Cherry Brian N · CIK 0001290922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,320 F1 · shares: These restricted stock units shall vest as to 1/3 of the shares on the first, second and third anniversaries of June 11, 2026, subject to the Reporting Person's continuous service. Read SEC document |
| January 12, 2026 Filed Jan 13, 2026 21:30 UTC | Zymeworks Inc. ZYME · Entity 4458 | GrantRestricted Stock Unit · Derivative | 15,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-011793 · ownership.xml · derivative · entry 2 Cherry Brian N · CIK 0001290922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,400 Underlying: Common Stock · 15,400 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of common stock. F3 · derivative.exercise_date: RSUs vest in three equal annual installments beginning on first anniversary of grant date. F3 · derivative.expiration_date: RSUs vest in three equal annual installments beginning on first anniversary of grant date. Read SEC document |
| January 12, 2026 Filed Jan 13, 2026 21:30 UTC | Zymeworks Inc. ZYME · Entity 4458 | GrantStock Option (Right to Buy) · Derivative | 23,000 | $0.00 Strike: $23.16 | $0.00 |
DisclosureSEC source: 0001193125-26-011793 · ownership.xml · derivative · entry 1 Cherry Brian N · CIK 0001290922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,000 Underlying: Common Stock · 23,000 shares Expires 2036-01-11 F1 · derivative.exercise_date: Stock options vest in 36 equal monthly installments starting one month after grant date of January 12, 2026. 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.