Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Theravance Biopharma, Inc.TBPH · Entity 5037 | Director | May 02, 2023 | May 04, 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.
Theravance Biopharma, Inc.
Report date May 02, 2023 · Filed May 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 100,589 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Grant · Acquired 9,132 · Balance 100,589 |
| Share Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.95 · Expires 2033-05-01 | Direct | 22,044 |
Reported balance
After 2023-05-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-02 · Grant · Acquired 22,044 · Balance 22,044 F1: This option may be exercised and shall be vested as to 1/12th of the shares subject to this option when optionee completes each continuous month of service following the grant date and any then remaining unvested shares shall vest on the date of the next annual meeting of the company's shareholders provided the optionee remains in continuous service on such date. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Spouse | 15,000 |
Reported balance
Holding disclosure · report date 2023-05-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,000 |
Filing footnotes · ownership attribution and instrument terms
F1: This option may be exercised and shall be vested as to 1/12th of the shares subject to this option when optionee completes each continuous month of service following the grant date and any then remaining unvested shares shall vest on the date of the next annual meeting of the company's shareholders provided the optionee remains in continuous service on such 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 |
|---|---|---|---|---|---|---|
| May 02, 2023 Filed May 4, 2023 18:41 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantShare Option (Right to Buy) · Derivative | 22,044 | $0.00 Strike: $10.95 | $0.00 |
DisclosureSEC source: 0001415889-23-007378 · form4-05042023_100556.xml · derivative · entry 3 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,044 Underlying: Ordinary Shares · 22,044 shares Expires 2033-05-01 F1 · derivative.exercise_date: This option may be exercised and shall be vested as to 1/12th of the shares subject to this option when optionee completes each continuous month of service following the grant date and any then remaining unvested shares shall vest on the date of the next annual meeting of the company's shareholders provided the optionee remains in continuous service on such date. Read SEC document |
| May 02, 2023 Filed May 4, 2023 18:41 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantOrdinary Shares | 9,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007378 · form4-05042023_100556.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,589 Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 21:00 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantShare Option (Right to Buy) · Derivative | 28,000 | $0.00 Strike: $10.15 | $0.00 |
DisclosureSEC source: 0001415889-22-004330 · form4-04282022_050421.xml · derivative · entry 3 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Ordinary Shares · 28,000 shares Expires 2032-04-25 F1 · derivative.exercise_date: This option may be exercised and shall be vested as to 1/12th of the shares subject to this option when optionee completes each continuous month of service following the grant date and any then remaining unvested shares shall vest on the date of the next annual meeting of the company's shareholders provided the optionee remains in continuous service on such date. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 21:00 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantOrdinary Shares | 9,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004330 · form4-04282022_050421.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,457 Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 18:13 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantShare Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $20.35 | $0.00 |
DisclosureSEC source: 0001179110-21-004699 · edgar.xml · derivative · entry 3 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Ordinary Shares · 6,000 shares Expires 2031-04-26 F1 · derivative.exercise_date: This option may be exercised and shall be vested as to 1/12th of the shares subject to this option when optionee completes each continuous month of service following the grant date and any then remaining unvested shares shall vest on the date of the next annual meeting of the Company's shareholders provided the optionee remains in continuous service on such date. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 18:13 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantOrdinary Shares | 9,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004699 · edgar.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,605 Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 18:55 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantShare Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $30.14 | $0.00 |
DisclosureSEC source: 0001179110-20-005299 · edgar.xml · derivative · entry 3 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Ordinary Shares · 6,000 shares Expires 2030-04-27 F1 · derivative.exercise_date: This option may be exercised and shall be vested as to 1/12th of the shares subject to this option when optionee completes each continuous month of service following the grant date and any then remaining unvested shares shall vest on the date of the next annual meeting of the Company's shareholders provided the optionee remains in continuous service on such date. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 18:55 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantOrdinary Shares | 6,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-005299 · edgar.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,777 Read SEC document |
| April 30, 2019 Filed May 2, 2019 18:21 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantShare Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $23.85 | $0.00 |
DisclosureSEC source: 0001179110-19-005457 · edgar.xml · derivative · entry 3 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Ordinary Shares · 6,000 shares Expires 2029-04-29 F1 · derivative.exercise_date: This option may be exercised and shall be vested as to 1/12th of the shares subject to this option when optionee completes each continuous month of service following the grant date and any then remaining unvested shares shall vest on the date of the next annual meeting of the Company's shareholders provided the optionee remains in continuous service on such date. Read SEC document |
| April 30, 2019 Filed May 2, 2019 18:21 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantOrdinary Shares | 8,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005457 · edgar.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,142 Read SEC document |
| May 21, 2018 Filed May 23, 2018 18:49 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | PurchaseOrdinary Shares | 1,000 | $22.54 | $22,540.00 |
DisclosureSEC source: 0001179110-18-007440 · edgar.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,757 Read SEC document |
| May 01, 2018 Filed May 3, 2018 18:14 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantShare Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $24.43 | $0.00 |
DisclosureSEC source: 0001179110-18-006190 · edgar.xml · derivative · entry 3 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Ordinary Shares · 6,000 shares Expires 2028-04-30 F1 · derivative.exercise_date: This option may be exercised and shall be vested as to 1/12th of the shares subject to this option when optionee completes each continuous month of service following the grant date and any then remaining unvested shares shall vest on the date of the next annual meeting of the Company's shareholders provided the optionee remains in continuous service on such date. Read SEC document |
| May 01, 2018 Filed May 3, 2018 18:14 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantOrdinary Shares | 8,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006190 · edgar.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,757 Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 19:57 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | PurchaseOrdinary Shares | 15,000 | $24.59 | $368,815.50 |
DisclosureSEC source: 0001179110-17-011478 · edgar.xml · nonDerivative · entry 2 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 15,000 F2 · price: Represents the weighted average purchase price per share for the open market purchase on August 11, 2017. The shares were purchased at prices ranging from $24.36 to $24.903 per share. Full information regarding the number of shares purchased at each price shall be provided upon request from the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 19:57 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | PurchaseOrdinary Shares | 15,000 | $24.59 | $368,854.50 |
DisclosureSEC source: 0001179110-17-011478 · edgar.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,571 F1 · price: Represents the weighted average purchase price per share for the open market purchase on August 11, 2017. The shares were purchased at prices ranging from $24.35 to $24.921 per share. Full information regarding the number of shares purchased at each price shall be provided upon request from the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| May 17, 2017 Filed May 18, 2017 18:03 UTC | Theravance Biopharma, Inc. TBPH · Entity 5037 | GrantOrdinary Shares | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007540 · edgar.xml · nonDerivative · entry 1 MALKIEL BURTON G · CIK 0001184677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,571 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.