Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Spyre Therapeutics, Inc.AGLE · Entity 2649 | Director · President and CEO | November 29, 2022 | December 02, 2022 |
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.
Spyre Therapeutics, Inc.
Report date November 29, 2022 · Filed December 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.22 · Expires 2032-11-28 | Direct | 1,884,838 |
Reported balance
After 2022-11-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-11-29 · Grant · Acquired 1,884,838 · Balance 1,884,838 F1: The stock option vests and becomes exercisable as to 1/4 of the total award on November 29, 2023, and an additional 1/48 of the award will vest monthly thereafter until the option is 100% vested on November 29, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option vests and becomes exercisable as to 1/4 of the total award on November 29, 2023, and an additional 1/48 of the award will vest monthly thereafter until the option is 100% vested on November 29, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AKCEA THERAPEUTICS, INC.
Report date September 26, 2019 · Filed September 30, 2019
Section 16 reporting ended · disclosed 2019-09-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 156,631 |
Ending reported balance
After 2019-09-26 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2019-09-26 · Exercise / conversion · Acquired 302,250 · Balance 305,560 Row 2 · 2019-09-26 · Tax withholding · Disposed 185,122 · Balance 120,438 Row 3 · 2019-09-26 · Exercise / conversion · Acquired 83,952 · Balance 204,390 Row 4 · 2019-09-26 · Tax withholding · Disposed 52,973 · Balance 151,417 Row 5 · 2019-09-26 · Exercise / conversion · Acquired 35,230 · Balance 186,647 Row 6 · 2019-09-26 · Tax withholding · Disposed 30,016 · Balance 156,631 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.48 · Expires 2025-12-15 | Direct | 0 |
Reported balance
After 2019-09-26 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-09-26 · Exercise / conversion · Disposed 302,250 · Balance 0 F1: The shares vest as follows: 1/4th of the shares vest one year after January 5, 2015;1/48th of the shares vest monthly thereafter over the next three years. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.48 · Expires 2026-02-16 | Direct | 7,633 |
Reported balance
After 2019-09-26 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-09-26 · Exercise / conversion · Disposed 83,952 · Balance 7,633 F2: The shares vest as follows: 1/4th of the shares vest one year after January 4, 2016;1/48th of the shares vest monthly thereafter over the next three years. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.21 · Expires 2027-06-04 | Direct | 17,607 |
Reported balance
After 2019-09-26 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-09-26 · Exercise / conversion · Disposed 35,230 · Balance 17,607 F3: The shares vest as follows: 1/4th of the shares vest one year after January 3, 2017;1/48th of the shares vest monthly thereafter over the next three years. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares vest as follows: 1/4th of the shares vest one year after January 5, 2015;1/48th of the shares vest monthly thereafter over the next three years.
F2: The shares vest as follows: 1/4th of the shares vest one year after January 4, 2016;1/48th of the shares vest monthly thereafter over the next three years.
F3: The shares vest as follows: 1/4th of the shares vest one year after January 3, 2017;1/48th of the shares vest monthly thereafter over the next three years.
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 |
|---|---|---|---|---|---|---|
| November 29, 2022 Filed Dec 2, 2022 01:47 UTC | Spyre Therapeutics, Inc. AGLE · Entity 2649 | GrantEmployee Stock Option (right to buy) · Derivative | 1,884,838 | $0.00 Strike: $1.22 | $0.00 |
DisclosureSEC source: 0001209191-22-059262 · doc4.xml · derivative · entry 1 Goldberg Jeff Marc · CIK 0001703061 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884,838 Underlying: Common Stock · 1,884,838 shares Expires 2032-11-28 F1 · derivative.exercise_date: The stock option vests and becomes exercisable as to 1/4 of the total award on November 29, 2023, and an additional 1/48 of the award will vest monthly thereafter until the option is 100% vested on November 29, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionStock Option (right to buy) · Derivative | 35,230 | $0.00 Strike: $12.21 | $0.00 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · derivative · entry 9 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,607 Underlying: Common Stock · 35,230 shares Expires 2027-06-04 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. F3 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 3, 2017;1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionStock Option (right to buy) · Derivative | 83,952 | $0.00 Strike: $6.48 | $0.00 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · derivative · entry 8 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,633 Underlying: Common Stock · 83,952 shares Expires 2026-02-16 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. F2 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 4, 2016;1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionStock Option (right to buy) · Derivative | 302,250 | $0.00 Strike: $6.48 | $0.00 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · derivative · entry 7 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 302,250 shares Expires 2025-12-15 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_date: The shares vest as follows: 1/4th of the shares vest one year after January 5, 2015;1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Tax withholdingCommon Stock | 30,016 | $16.64 | $499,466.24 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · nonDerivative · entry 6 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,631 Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionCommon Stock | 35,230 | $12.21 | $430,158.30 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · nonDerivative · entry 5 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,647 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. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Tax withholdingCommon Stock | 52,973 | $16.64 | $881,470.72 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · nonDerivative · entry 4 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,417 Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionCommon Stock | 83,952 | $6.48 | $544,008.96 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · nonDerivative · entry 3 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,390 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. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Tax withholdingCommon Stock | 185,122 | $16.64 | $3,080,430.08 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · nonDerivative · entry 2 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,438 Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 21:26 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionCommon Stock | 302,250 | $6.48 | $1,958,580.00 |
DisclosureSEC source: 0001209191-19-051167 · doc4.xml · nonDerivative · entry 1 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,560 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. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 16:28 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantCommon Stock | 430 | $20.04 | $8,618.49 |
DisclosureSEC source: 0001209191-19-041109 · doc4.xml · nonDerivative · entry 1 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,310 F1 · kind: Although not required, the Reporting Person is voluntarily reporting the acquisition of 438 shares on July 1, 2019 pursuant to the Issuer's Employee Stock Purchase Plan. Read SEC document |
| April 08, 2019 Filed Apr 9, 2019 19:00 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $6.48 | $0.00 |
DisclosureSEC source: 0001209191-19-024176 · doc4.xml · derivative · entry 6 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,250 Underlying: Common Stock · 20,000 shares Expires 2025-12-15 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. F3 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 5, 2015; 1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| April 08, 2019 Filed Apr 9, 2019 19:00 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | SaleCommon Stock | 20,000 | $31.72 | $634,418.00 |
DisclosureSEC source: 0001209191-19-024176 · doc4.xml · nonDerivative · entry 4 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,880 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The weighted average sale price for the transaction reported was $31.7209, and the range of prices were between $31.71 and $31.85. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price will be provided. Read SEC document |
| April 08, 2019 Filed Apr 9, 2019 19:00 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionCommon Stock | 20,000 | $6.48 | $129,600.00 |
DisclosureSEC source: 0001209191-19-024176 · doc4.xml · nonDerivative · entry 3 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,880 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. Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 19:00 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $6.48 | $0.00 |
DisclosureSEC source: 0001209191-19-024176 · doc4.xml · derivative · entry 5 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,250 Underlying: Common Stock · 30,000 shares Expires 2025-12-15 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. F3 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 5, 2015; 1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 19:00 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | SaleCommon Stock | 30,000 | $31.71 | $951,300.00 |
DisclosureSEC source: 0001209191-19-024176 · doc4.xml · nonDerivative · entry 2 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,880 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 19:00 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Exercise / conversionCommon Stock | 30,000 | $6.48 | $194,400.00 |
DisclosureSEC source: 0001209191-19-024176 · doc4.xml · nonDerivative · entry 1 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,880 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. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 17:33 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantStock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $30.73 | $0.00 |
DisclosureSEC source: 0001209191-19-002148 · doc4.xml · derivative · entry 2 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2029-01-01 F2 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 2, 2019; 1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| January 01, 2019 Filed Jan 4, 2019 17:33 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | OtherCommon Stock | 493 | $21.51 | $10,606.16 |
DisclosureSEC source: 0001209191-19-002148 · doc4.xml · nonDerivative · entry 1 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,880 F1 · kind: Although not required, the Reporting Person is voluntarily reporting the acquisition of 493 shares on January 1, 2019 pursuant to the Issuer's Employee Stock Purchase Plan. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 19:10 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | OtherCommon Stock | 1,398 | $14.77 | $20,652.65 |
DisclosureSEC source: 0001209191-18-040492 · doc4.xml · nonDerivative · entry 1 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,387 F1 · kind: Although not required, the Reporting Person is voluntarily reporting the acquisition of 1,398 shares on July 1, 2018 pursuant to the Issuer's Employee Stock Purchase Plan. Read SEC document |
| April 17, 2018 Filed Apr 17, 2018 18:39 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantStock Option (right to buy) · Derivative | 320,000 | $0.00 Strike: $23.93 | $0.00 |
DisclosureSEC source: 0001209191-18-025247 · doc4.xml · derivative · entry 1 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,000 Underlying: Common Stock · 320,000 shares Expires 2028-04-16 F1 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after April 17, 2018; 1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 19:00 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantStock Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001209191-18-002238 · doc4.xml · derivative · entry 2 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common Stock · 110,000 shares Expires 2028-01-01 F2 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 2, 2018; 1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 19:00 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | OtherCommon Stock | 989 | $6.80 | $6,725.20 |
DisclosureSEC source: 0001209191-18-002238 · doc4.xml · nonDerivative · entry 1 Goldberg Jeff Marc · CIK 0001703061 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989 F1 · kind: Although not required, the Reporting Person is voluntarily reporting the acquisition of 989 shares on January 1, 2018 pursuant to the Issuer's Employee Stock Purchase Plan. 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.