Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kalaris Therapeutics, Inc.ALVR · Entity 6805 | Director | May 25, 2021 | May 27, 2021 |
| Marker Therapeutics, Inc.MRKR · Entity 7609 | Director | June 06, 2023 | June 09, 2023 |
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.
Kalaris Therapeutics, Inc.
Report date May 25, 2021 · Filed May 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.51 · Expires 2031-05-24 | Direct | 22,500 |
Reported balance
After 2021-05-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-05-25 · Grant · Acquired 22,500 · Balance 22,500 F4: This option shall vest and become exercisable upon the earlier to occur of (i) May 25, 2022 and (ii) the next annual meeting of the Issuer's stockholders. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 2,197,999 |
Reported balance
Holding disclosure · report date 2021-05-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,197,999 F1: Previous Section 16 reports filed by the Reporting Person have inadvertently reported certain shares of common stock as being held through multiple forms of indirect ownership. This report serves to correct and clarify that (a) 2,197,999 shares are held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020 and (b) 3,164,954 shares are held by John R. Wilson, as trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. F2: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 3,164,954 |
Reported balance
Holding disclosure · report date 2021-05-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,164,954 F1: Previous Section 16 reports filed by the Reporting Person have inadvertently reported certain shares of common stock as being held through multiple forms of indirect ownership. This report serves to correct and clarify that (a) 2,197,999 shares are held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020 and (b) 3,164,954 shares are held by John R. Wilson, as trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. F3: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Previous Section 16 reports filed by the Reporting Person have inadvertently reported certain shares of common stock as being held through multiple forms of indirect ownership. This report serves to correct and clarify that (a) 2,197,999 shares are held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020 and (b) 3,164,954 shares are held by John R. Wilson, as trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017.
F2: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F3: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F4: This option shall vest and become exercisable upon the earlier to occur of (i) May 25, 2022 and (ii) the next annual meeting of the Issuer's stockholders.
Marker Therapeutics, Inc.
Report date June 06, 2023 · Filed June 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.72 · Expires 2033-06-05 | Direct | 8,000 |
Reported balance
After 2023-06-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-06 · Grant · Acquired 8,000 · Balance 8,000 F1: This option vests on June 6, 2024, subject to the Reporting Person's continued service as a director through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests on June 6, 2024, subject to the Reporting Person's continued service as a director through the vesting 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 |
|---|---|---|---|---|---|---|
| June 06, 2023 Filed Jun 9, 2023 01:33 UTC | Marker Therapeutics, Inc. MRKR · Entity 7609 | GrantStock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $1.72 | $0.00 |
DisclosureSEC source: 0001209191-23-035615 · doc4.xml · derivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2033-06-05 F1 · derivative.exercise_date: This option vests on June 6, 2024, subject to the Reporting Person's continued service as a director through the vesting date. Read SEC document |
| May 24, 2022 Filed May 26, 2022 20:12 UTC | Marker Therapeutics, Inc. MRKR · Entity 7609 | GrantStock Option (Right to Buy) · Derivative | 80,000 | $0.00 Strike: $0.34 | $0.00 |
DisclosureSEC source: 0001209191-22-032180 · doc4.xml · derivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2032-05-23 F1 · derivative.exercise_date: This option vests on May 24, 2023, subject to the Reporting Person's continued service as a director through the vesting date. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 22:53 UTC | Marker Therapeutics, Inc. MRKR · Entity 7609 | GrantCommon Stock | 12,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039629 · doc4.xml · nonDerivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,812,008 F1 · shares: Represents the portion of the annual board retainer for each non-employee director payable in immediately vested common stock under the Company's 2020 Equity Incentive Plan and based on the closing price of $3.16 per share, on the day immediately preceding the date of the Company's 2021 annual meeting. Read SEC document |
| May 25, 2021 Filed May 27, 2021 20:50 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $21.51 | $0.00 |
DisclosureSEC source: 0000899243-21-020864 · doc4.xml · derivative · entry 3 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 22,500 shares Expires 2031-05-24 F4 · derivative.exercise_date: This option shall vest and become exercisable upon the earlier to occur of (i) May 25, 2022 and (ii) the next annual meeting of the Issuer's stockholders. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:39 UTC | Marker Therapeutics, Inc. MRKR · Entity 7609 | PurchaseCommon Stock | 1,714,285 | $1.75 | $2,999,998.75 |
DisclosureSEC source: 0001209191-21-021775 · doc4.xml · nonDerivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,799,350 Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 769 | $31.63 | $24,321.70 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 14 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,164,954 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F10 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.22 to $32.125. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F6 · ownership.nature: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 2,308 | $31.63 | $72,996.73 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 13 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,412,953 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F10 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.22 to $32.125. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F3 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 3,397 | $30.87 | $104,875.58 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 12 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,165,723 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F9 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.22 to $31.21. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F6 · ownership.nature: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 10,188 | $30.87 | $314,535.14 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 11 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,415,261 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F9 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.22 to $31.21. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F3 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 300 | $32.31 | $9,693.51 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 10 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,169,120 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.275 to $32.325. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F6 · ownership.nature: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 900 | $32.31 | $29,080.53 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 9 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,425,449 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.275 to $32.325. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F3 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 8,418.75 | $31.59 | $265,973.57 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 8 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,169,420 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.18 to $32.17. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F6 · ownership.nature: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 25,256.25 | $31.59 | $797,920.71 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 7 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,426,349 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.18 to $32.17. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F3 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 9,467.25 | $30.93 | $292,806.89 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 6 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,177,838.75 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.18 to $31.17. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F6 · ownership.nature: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 28,402.75 | $30.93 | $878,448.77 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 5 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,451,605.25 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.18 to $31.17. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F3 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 10,169 | $31.70 | $322,317.64 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 4 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,187,306 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.58 to $32.00. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F6 · ownership.nature: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 30,506 | $31.70 | $966,921.23 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 3 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,480,008 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.58 to $32.00. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F3 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 17,480 | $31.30 | $547,052.33 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 2 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,197,475 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.58 to $31.57. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F6 · ownership.nature: Shares held by the Reporting Person as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 21:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 52,440 | $31.30 | $1,641,157.00 |
DisclosureSEC source: 0000899243-21-011155 · doc4.xml · nonDerivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,510,514 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 10, 2020. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.58 to $31.57. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. F3 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 16, 2020 Filed Feb 12, 2021 01:04 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GiftCommon Stock | 3,214,955 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006016 · doc5.xml · nonDerivative · entry 2 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,214,955 F1 · ownership.nature: On December 16, 2020, the Reporting Person transferred 3,214,955 shares of Common Stock to John R. Wilson, as Trustee of the John R. Wilson Revocable Trust Agreement dated August 3, 2017. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 16, 2020 Filed Feb 12, 2021 01:04 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GiftCommon Stock | 3,214,955 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006016 · doc5.xml · nonDerivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 10:18 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionSeries A-3 Convertible Preferred Stock · Derivative | 3,499,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021608 · doc4.xml · derivative · entry 4 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Common Stock · 2,347,999 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.exercise_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.expiration_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F2 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 10:18 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionSeries A-3 Convertible Preferred Stock · Derivative | 4,745,943 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021608 · doc4.xml · derivative · entry 3 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,184,758 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.exercise_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.expiration_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 10:18 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionCommon Stock | 2,347,999 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021608 · doc4.xml · nonDerivative · entry 2 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,562,954 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. F1 · price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F2 · ownership.nature: Shares held by Meristem Trust Company, LLC as trustee of the John R. Wilson Irrevocable Trust dated July 9, 2020, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 10:18 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionCommon Stock | 3,184,758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021608 · doc4.xml · nonDerivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,214,955 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. F1 · price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 22:38 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020918 · doc4.xml · derivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 22,500 shares Expires 2030-07-29 F1 · derivative.exercise_date: This option shall vest in full upon the earlier of (i) July 29, 2021, and (b) the next annual meeting of the Issuer's stockholders. Read SEC document |
| May 19, 2020 Filed Feb 12, 2021 22:18 UTC | Marker Therapeutics, Inc. MRKR · Entity 7609 | GrantCommon Stock | 17,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010250 · doc5.xml · nonDerivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,085,065 F1 · shares: Represents the portion of the annual board retainer for each non-employee director payable in immediately vested common stock under the Company's 2014 Omnibus Stock Ownership Plan, as amended and based on the closing price of $2.35 per share, on the day immediately preceding the date of the Company's 2019 annual meeting. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:02 UTC | Marker Therapeutics, Inc. MRKR · Entity 7609 | GrantCommon Stock | 7,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-025607 · tv521408_4.xml · nonDerivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,068,043 F1 · shares: Represents the portion of the annual board retainer for each non-employee director payable in immediately vested, common stock under the Company's 2014 Omnibus Stock Ownership Plan, as amended and based on the closing price of $5.51 per share, on the day immediately preceding the date of the Company's 2019 annual meeting. Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 20:51 UTC | Marker Therapeutics, Inc. MRKR · Entity 7609 | GrantNon-Employee Director Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $8.34 | $0.00 |
DisclosureSEC source: 0001144204-18-054584 · tv505078_4.xml · derivative · entry 1 Wilson John Robert · CIK 0001755569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires not disclosed F1 · security: Represents options granted under the Company's 2014 Omnibus Stock Ownership Plan, as amended, in connection with the non-employee director compensation program upon appointment as a director of the Company on October 17, 2018. These shares vest in monthly installments over a two year period. The option exercise price is the closing price on the date of the grant, October 17, 2018. F1 · derivative.exercise_date: Represents options granted under the Company's 2014 Omnibus Stock Ownership Plan, as amended, in connection with the non-employee director compensation program upon appointment as a director of the Company on October 17, 2018. These shares vest in monthly installments over a two year period. The option exercise price is the closing price on the date of the grant, October 17, 2018. F1 · derivative.expiration_date: Represents options granted under the Company's 2014 Omnibus Stock Ownership Plan, as amended, in connection with the non-employee director compensation program upon appointment as a director of the Company on October 17, 2018. These shares vest in monthly installments over a two year period. The option exercise price is the closing price on the date of the grant, October 17, 2018. 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.