Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kalaris Therapeutics, Inc.ALVR · Entity 6805 | Chief Scientific Officer | January 18, 2022 | February 03, 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 January 18, 2022 · Filed February 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,256 |
Reported balance
After 2022-01-18 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-01-18 · Grant · Acquired 23,256 · Balance 51,256 F1: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on January 18, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. |
| Common StockSEC Table I · non-derivative | Direct | 65,256 |
Reported balance
After 2022-07-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-07-01 · Grant · Acquired 14,000 · Balance 65,256 F2: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on July 1, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. |
| Common StockSEC Table I · non-derivative | Direct | 124,006 |
Reported balance
After 2023-02-02 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2023-02-02 · Grant · Acquired 43,750 · Balance 124,006 F3: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on February 2, 2024, with the remainder vesting in twelve equal quarterly installments thereafter. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.15 · Expires 2032-01-18 | Direct | 366,344 |
Reported balance
After 2022-01-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-01-18 · Grant · Acquired 56,744 · Balance 366,344 F5: 25% of this option shall vest and become exercisable on January 18, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.13 · Expires 2032-07-01 | Direct | 392,344 |
Reported balance
After 2022-07-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-07-01 · Grant · Acquired 26,000 · Balance 392,344 F6: 25% of this option shall vest and become exercisable on July 1, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.65 · Expires 2033-02-02 | Direct | 473,594 |
Reported balance
After 2023-02-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-02-02 · Grant · Acquired 81,250 · Balance 473,594 F7: 25% of this option shall vest and become exercisable on February 2, 2024, with the remainder vesting in twelve equal quarterly installments thereafter. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 2,288,154 |
Reported balance
Holding disclosure · report date 2022-01-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,288,154 F4: Shares held by the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on January 18, 2023, with the remainder vesting in twelve equal quarterly installments thereafter.
F2: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on July 1, 2023, with the remainder vesting in twelve equal quarterly installments thereafter.
F3: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on February 2, 2024, with the remainder vesting in twelve equal quarterly installments thereafter.
F4: Shares held by the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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.
F5: 25% of this option shall vest and become exercisable on January 18, 2023, with the remainder vesting in twelve equal quarterly installments thereafter.
F6: 25% of this option shall vest and become exercisable on July 1, 2023, with the remainder vesting in twelve equal quarterly installments thereafter.
F7: 25% of this option shall vest and become exercisable on February 2, 2024, with the remainder vesting in twelve equal quarterly installments thereafter.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Marker Therapeutics, Inc.
Report date February 15, 2020 · Filed February 24, 2021
Section 16 reporting ended · disclosed 2021-02-24. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 02, 2023 Filed Feb 3, 2023 22:00 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 81,250 | $0.00 Strike: $6.65 | $0.00 |
DisclosureSEC source: 0001209191-23-006990 · doc4.xml · derivative · entry 7 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473,594 Underlying: Common Stock · 81,250 shares Expires 2033-02-02 F7 · derivative.exercise_date: 25% of this option shall vest and become exercisable on February 2, 2024, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 22:00 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006990 · doc4.xml · nonDerivative · entry 3 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,006 F3 · shares: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on February 2, 2024, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| August 16, 2022 Filed Aug 17, 2022 22:04 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-029062 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 F1 · shares: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on August 16, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| July 01, 2022 Filed Feb 3, 2023 22:00 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 26,000 | $0.00 Strike: $4.13 | $0.00 |
DisclosureSEC source: 0001209191-23-006990 · doc4.xml · derivative · entry 6 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,344 Underlying: Common Stock · 26,000 shares Expires 2032-07-01 F6 · derivative.exercise_date: 25% of this option shall vest and become exercisable on July 1, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| July 01, 2022 Filed Feb 3, 2023 22:00 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006990 · doc4.xml · nonDerivative · entry 2 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,256 F2 · shares: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on July 1, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| January 18, 2022 Filed Feb 3, 2023 22:00 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 56,744 | $0.00 Strike: $9.15 | $0.00 |
DisclosureSEC source: 0001209191-23-006990 · doc4.xml · derivative · entry 5 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,344 Underlying: Common Stock · 56,744 shares Expires 2032-01-18 F5 · derivative.exercise_date: 25% of this option shall vest and become exercisable on January 18, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| January 18, 2022 Filed Feb 3, 2023 22:00 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 23,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006990 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,256 F1 · shares: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on January 18, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| November 16, 2021 Filed Nov 16, 2021 23:36 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 100 | $21.76 | $2,176.00 |
DisclosureSEC source: 0000899243-21-044889 · doc4.xml · nonDerivative · entry 4 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,288,154 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 2020. F3 · ownership.nature: Shares held by the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| November 15, 2021 Filed Nov 16, 2021 23:36 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 6,122 | $21.92 | $134,166.69 |
DisclosureSEC source: 0000899243-21-044889 · doc4.xml · nonDerivative · entry 3 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,288,254 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $21.75 to $22.35. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| November 12, 2021 Filed Nov 16, 2021 23:36 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 500 | $23.18 | $11,588.30 |
DisclosureSEC source: 0000899243-21-044889 · doc4.xml · nonDerivative · entry 2 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,294,376 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $22.99 to $23.27. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| November 12, 2021 Filed Nov 16, 2021 23:36 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 14,266 | $22.26 | $317,628.21 |
DisclosureSEC source: 0000899243-21-044889 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,294,876 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $21.81 to $22.66. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| May 10, 2021 Filed May 10, 2021 21:28 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 150,000 | $22.75 | $3,412,500.00 |
DisclosureSEC source: 0001209191-21-031337 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,309,142 F1 · ownership.nature: Shares held by the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 16, 2021 Filed Mar 18, 2021 21:08 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 3,025 | $30.00 | $90,750.91 |
DisclosureSEC source: 0001209191-21-021808 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,459,142 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $29.95 to $30.05. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 01, 2021 Filed Mar 4, 2021 01:34 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 3,159 | $39.18 | $123,757.62 |
DisclosureSEC source: 0001209191-21-017527 · doc4.xml · nonDerivative · entry 2 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,462,167 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $38.90 to $39.615. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 01, 2021 Filed Mar 4, 2021 01:34 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 6,359 | $38.46 | $244,571.59 |
DisclosureSEC source: 0001209191-21-017527 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,465,326 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $37.89 to $38.86. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 23, 2021 Filed Feb 24, 2021 00:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 800 | $40.56 | $32,447.52 |
DisclosureSEC source: 0001209191-21-013484 · doc4.xml · nonDerivative · entry 6 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,471,685 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $40.21 to $41.09. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 23, 2021 Filed Feb 24, 2021 00:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,907 | $39.59 | $75,497.75 |
DisclosureSEC source: 0001209191-21-013484 · doc4.xml · nonDerivative · entry 5 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,472,485 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $39.12 to $40.08. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 23, 2021 Filed Feb 24, 2021 00:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,492 | $38.83 | $57,931.23 |
DisclosureSEC source: 0001209191-21-013484 · doc4.xml · nonDerivative · entry 4 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,474,392 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 2020. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $38.11 to $39.08. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 22, 2021 Filed Feb 24, 2021 00:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 4,506 | $42.84 | $193,034.34 |
DisclosureSEC source: 0001209191-21-013484 · doc4.xml · nonDerivative · entry 3 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,475,884 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $42.38 to $43.34. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 22, 2021 Filed Feb 24, 2021 00:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,200 | $41.54 | $49,846.08 |
DisclosureSEC source: 0001209191-21-013484 · doc4.xml · nonDerivative · entry 2 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,480,390 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $41.28 to $41.83. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 19, 2021 Filed Feb 24, 2021 00:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 7,541 | $41.75 | $314,867.67 |
DisclosureSEC source: 0001209191-21-013484 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,481,590 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $41.41 to $42.19. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 18, 2021 Filed Feb 19, 2021 13:44 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,300 | $41.50 | $53,950.13 |
DisclosureSEC source: 0000899243-21-007336 · doc4.xml · nonDerivative · entry 3 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,489,131 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $41.14 to $41.71. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 18, 2021 Filed Feb 19, 2021 13:44 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,100 | $40.44 | $44,484.11 |
DisclosureSEC source: 0000899243-21-007336 · doc4.xml · nonDerivative · entry 2 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,490,431 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $40.09 to $40.75. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 18, 2021 Filed Feb 19, 2021 13:44 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 300 | $39.20 | $11,760.00 |
DisclosureSEC source: 0000899243-21-007336 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,491,531 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $38.94 to $39.34. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 17, 2021 Filed Feb 19, 2021 02:22 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,386 | $41.28 | $57,214.91 |
DisclosureSEC source: 0000899243-21-007275 · doc4.xml · nonDerivative · entry 5 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,491,831 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $41.02 to $41.78. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 17, 2021 Filed Feb 19, 2021 02:22 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 400 | $39.85 | $15,939.96 |
DisclosureSEC source: 0000899243-21-007275 · doc4.xml · nonDerivative · entry 4 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,493,217 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 2020. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $39.59 to $40.22. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 17, 2021 Filed Feb 19, 2021 02:22 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 500 | $38.63 | $19,313.00 |
DisclosureSEC source: 0000899243-21-007275 · doc4.xml · nonDerivative · entry 3 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,493,617 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $38.28 to $39.12. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 16, 2021 Filed Feb 19, 2021 02:22 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 200 | $42.79 | $8,558.00 |
DisclosureSEC source: 0000899243-21-007275 · doc4.xml · nonDerivative · entry 2 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,494,117 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $42.45 to $43.13. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| February 16, 2021 Filed Feb 19, 2021 02:22 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 2,850 | $41.82 | $119,174.75 |
DisclosureSEC source: 0000899243-21-007275 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,494,317 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on December 2, 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 $41.38 to $42.23. 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 the Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| January 19, 2021 Filed Jan 22, 2021 00:26 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 52,000 | $0.00 Strike: $42.15 | $0.00 |
DisclosureSEC source: 0000899243-21-002762 · doc4.xml · derivative · entry 5 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,000 Underlying: Common Stock · 52,000 shares Expires 2031-01-19 F4 · derivative.exercise_date: 25% of this option shall vest and become exercisable on January 19, 2022, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 00:26 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002762 · doc4.xml · nonDerivative · entry 3 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 F2 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on January 19, 2022, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| November 30, 2020 Filed Jan 22, 2021 00:26 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GiftCommon Stock | 60,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002762 · doc4.xml · nonDerivative · entry 2 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 60,394 F1 · shares: On November 30, 2020, the Reporting Person transferred 60,394 shares to the Ann M. Leen Management Trust dated 7/3/2019, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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. F1 · ownership.nature: On November 30, 2020, the Reporting Person transferred 60,394 shares to the Ann M. Leen Management Trust dated 7/3/2019, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| November 30, 2020 Filed Jan 22, 2021 00:26 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GiftCommon Stock | 60,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002762 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: On November 30, 2020, the Reporting Person transferred 60,394 shares to the Ann M. Leen Management Trust dated 7/3/2019, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 10:09 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionSeries A-3 Convertible Preferred Stock · Derivative | 3,631,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021598 · doc4.xml · derivative · entry 3 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 2,436,773 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 Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 10:09 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionCommon Stock | 2,436,773 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021598 · doc4.xml · nonDerivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,436,773 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 Ann M. Leen Management Trust, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her 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 |
| July 29, 2020 Filed Jul 31, 2020 22:43 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 257,600 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020931 · doc4.xml · derivative · entry 1 Leen Ann M. · CIK 0001763026 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,600 Underlying: Common Stock · 257,600 shares Expires 2030-07-29 F1 · derivative.exercise_date: 25% of this option shall vest and become exercisable on July 29, 2021, with the remainder vesting in twelve equal quarterly installments 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.