Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q32 Bio Inc.FIXX · Entity 5594 | Chief Commercial Officer | February 23, 2023 | February 27, 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.
Q32 Bio Inc.
Report date February 23, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.60 · Expires 2033-02-23 | Direct | 104,000 |
Reported balance
After 2023-02-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-23 · Grant · Acquired 104,000 · Balance 104,000 F1: The option vests in 48 substantially equal monthly installments upon the Reporting Person's completion of each full month of service following January 1, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,000 |
Reported balance
After 2023-02-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-23 · Grant · Acquired 17,000 · Balance 17,000 F2: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units have no expiration date. F3: The restricted stock units will vest and settle as to one third of the restricted stock units on each of the first three anniversaries of January 1, 2023 so that such RSUs will become fully vested on January 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in 48 substantially equal monthly installments upon the Reporting Person's completion of each full month of service following January 1, 2023.
F2: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units have no expiration date.
F3: The restricted stock units will vest and settle as to one third of the restricted stock units on each of the first three anniversaries of January 1, 2023 so that such RSUs will become fully vested on January 1, 2026.
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 |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 27, 2023 21:05 UTC | Q32 Bio Inc. FIXX · Entity 5594 | GrantRestricted Stock Units · Derivative | 17,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-006209 · doc4.xml · derivative · entry 2 Blum Michael Lee · CIK 0001916500 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000 Underlying: Common Stock · 17,000 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units have no expiration date. F3 · derivative.exercise_date: The restricted stock units will vest and settle as to one third of the restricted stock units on each of the first three anniversaries of January 1, 2023 so that such RSUs will become fully vested on January 1, 2026. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units have no expiration date. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:05 UTC | Q32 Bio Inc. FIXX · Entity 5594 | GrantEmployee Stock Option (Right to Buy) · Derivative | 104,000 | $0.00 Strike: $1.60 | $0.00 |
DisclosureSEC source: 0000899243-23-006209 · doc4.xml · derivative · entry 1 Blum Michael Lee · CIK 0001916500 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,000 Underlying: Common Stock · 104,000 shares Expires 2033-02-23 F1 · derivative.exercise_date: The option vests in 48 substantially equal monthly installments upon the Reporting Person's completion of each full month of service following January 1, 2023. Read SEC document |
| January 09, 2023 Filed Jan 11, 2023 21:05 UTC | Q32 Bio Inc. FIXX · Entity 5594 | SaleCommon Stock | 2,454 | $1.39 | $3,412.04 |
DisclosureSEC source: 0000899243-23-001578 · doc4.xml · nonDerivative · entry 1 Blum Michael Lee · CIK 0001916500 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,538 F1 · kind: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 instruction solely with the intent to cover withholding taxes in connection with the settlement of restricted stock units. F2 · price: The price reported is a weighted average price. The securities were sold in multiple transactions at per share prices ranging from $1.39 to $1.41. The Reporting Person undertakes to provide upon request the SEC staff, the Issuer, or any shareholder of the Issuer, full information regarding the number of securities sold at each separate price within the range set forth in this footnote 2. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:37 UTC | Q32 Bio Inc. FIXX · Entity 5594 | Exercise / conversionRestricted Stock Units · Derivative | 4,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-000633 · doc4.xml · derivative · entry 4 Blum Michael Lee · CIK 0001916500 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,050 Underlying: Common Stock · 4,950 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F4 · derivative.exercise_date: The RSUs have vested and settled or will vest and settle, as applicable, as to approximately one third of the RSUs on each of the first three anniversaries of January 1, 2022 so that such RSUs will become fully vested on January 1, 2025. The RSUs do not have an expiration date. F4 · derivative.expiration_date: The RSUs have vested and settled or will vest and settle, as applicable, as to approximately one third of the RSUs on each of the first three anniversaries of January 1, 2022 so that such RSUs will become fully vested on January 1, 2025. The RSUs do not have an expiration date. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:37 UTC | Q32 Bio Inc. FIXX · Entity 5594 | Exercise / conversionRestricted Stock Units · Derivative | 2,640 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-000633 · doc4.xml · derivative · entry 3 Blum Michael Lee · CIK 0001916500 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,720 Underlying: Common Stock · 2,640 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F3 · derivative.exercise_date: The RSUs have vested and settled or will vest and settle, as applicable, as to approximately one half of the RSUs on each of January 1, 2023 and January 1, 2024. The RSUs do not have an expiration date. F3 · derivative.expiration_date: The RSUs have vested and settled or will vest and settle, as applicable, as to approximately one half of the RSUs on each of January 1, 2023 and January 1, 2024. The RSUs do not have an expiration date. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:37 UTC | Q32 Bio Inc. FIXX · Entity 5594 | Exercise / conversionCommon Stock | 4,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-000633 · doc4.xml · nonDerivative · entry 2 Blum Michael Lee · CIK 0001916500 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,992 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Issuer common stock. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:37 UTC | Q32 Bio Inc. FIXX · Entity 5594 | Exercise / conversionCommon Stock | 2,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-000633 · doc4.xml · nonDerivative · entry 1 Blum Michael Lee · CIK 0001916500 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,042 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F2 · balance_after: Includes 630 shares acquired under Issuer's Employee Stock Purchase Plan on February 28, 2022 and 992 shares acquired under Issuer's Employee Stock Purchase Plan on August 31, 2022. 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.