Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kalaris Therapeutics, Inc.ALVR · Entity 6805 | See Remarks | October 20, 2022 | October 26, 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.
Kalaris Therapeutics, Inc.
Report date October 20, 2022 · Filed October 26, 2022 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 131,372 |
Last balance in matching sequence
After 2022-10-21 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2022-10-20 · Sale · Disposed 568 · Balance 132,899 F1: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.08 to $9.72. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Row 2 · 2022-10-21 · Sale · Disposed 1,527 · Balance 131,372 F1: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $8.40 to $8.61. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.08 to $9.72. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $8.40 to $8.61. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.
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 |
|---|---|---|---|---|---|---|
| October 21, 2022 Filed Oct 26, 2022 16:15 UTC Amendment | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,527 | $8.48 | $12,955.53 |
DisclosureSEC source: 0000899243-22-034264 · doc4a.xml · nonDerivative · entry 2 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,372 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $8.40 to $8.61. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| October 20, 2022 Filed Oct 24, 2022 18:23 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,527 | $8.48 | $12,955.53 |
DisclosureSEC source: 0000899243-22-034054 · doc4.xml · nonDerivative · entry 2 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,372 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $8.40 to $8.61. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| October 20, 2022 Filed Oct 26, 2022 16:15 UTC Amendment | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 568 | $9.36 | $5,316.88 |
DisclosureSEC source: 0000899243-22-034264 · doc4a.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,899 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.08 to $9.72. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| October 19, 2022 Filed Oct 24, 2022 18:23 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 568 | $9.36 | $5,316.88 |
DisclosureSEC source: 0000899243-22-034054 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,899 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.08 to $9.72. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| July 21, 2022 Filed Jul 22, 2022 16:22 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,533 | $5.38 | $8,245.09 |
DisclosureSEC source: 0000899243-22-026579 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,467 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.351 to $5.405. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| July 20, 2022 Filed Jul 21, 2022 19:11 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 563 | $5.21 | $2,935.76 |
DisclosureSEC source: 0000899243-22-026517 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.15 to $5.29. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 07:30 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 26,000 | $0.00 Strike: $4.13 | $0.00 |
DisclosureSEC source: 0000899243-22-025232 · doc4.xml · derivative · entry 2 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,000 Underlying: Common Stock · 26,000 shares Expires 2032-07-01 F2 · 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 Jul 6, 2022 07:30 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-025232 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,563 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 July 1, 2023, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| April 21, 2022 Filed Apr 22, 2022 08:23 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,587 | $5.86 | $9,300.61 |
DisclosureSEC source: 0000899243-22-015392 · doc4.xml · nonDerivative · entry 2 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,563 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.78 to $5.95. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| April 20, 2022 Filed Apr 22, 2022 08:23 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 453 | $6.68 | $3,027.99 |
DisclosureSEC source: 0000899243-22-015392 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,150 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units, and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $6.665 to $6.6976. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| January 25, 2022 Filed Jan 26, 2022 16:15 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 4,639 | $8.24 | $38,247.63 |
DisclosureSEC source: 0000899243-22-003264 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,347 F1 · kind: Represents shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units, and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $8.10 to $8.46. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| January 18, 2022 Filed Apr 4, 2022 16:24 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 56,744 | $0.00 Strike: $9.15 | $0.00 |
DisclosureSEC source: 0000899243-22-013336 · doc4.xml · derivative · entry 2 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,744 Underlying: Common Stock · 56,744 shares Expires 2032-01-18 F2 · 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 Apr 4, 2022 16:24 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 23,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-013336 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,603 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 |
| October 21, 2021 Filed Oct 25, 2021 16:12 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 1,514 | $24.23 | $36,690.43 |
DisclosureSEC source: 0000899243-21-041423 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,986 F1 · kind: Represents shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock, and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.00 to $24.51. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 19:29 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 52,000 | $0.00 Strike: $42.15 | $0.00 |
DisclosureSEC source: 0000899243-21-002768 · doc4.xml · derivative · entry 2 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,000 Underlying: Common Stock · 52,000 shares Expires 2031-01-19 F2 · 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 21, 2021 19:29 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002768 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,500 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 19, 2022, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:39 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | PurchaseCommon Stock | 3,500 | $17.00 | $59,500.00 |
DisclosureSEC source: 0000899243-20-021575 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,500 Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 18:35 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 407,400 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020912 · doc4.xml · derivative · entry 2 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,400 Underlying: Common Stock · 407,400 shares Expires 2030-07-29 F2 · derivative.exercise_date: 25% of this option shall vest and become exercisable on July 20, 2021, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 18:35 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020912 · doc4.xml · nonDerivative · entry 1 Atillasoy Ercem · CIK 0001818802 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 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 July 20, 2021, with the remainder vesting in twelve equal quarterly installments thereafter. In the event of the Reporting Person's termination without cause or for good reason, the RSUs shall immediately vest in full. 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.