Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRECISION BIOSCIENCES INCDTIL · Entity 6284 | Director · Chief Scientific Officer | June 07, 2022 | June 09, 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.
PRECISION BIOSCIENCES INC
Report date June 07, 2022 · Filed June 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,055,174 |
Ending reported balance
After 2022-06-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-06-07 · Exercise / conversion · Acquired 29,545 · Balance 4,061,824 F1: Represents the partial vesting and settlement of Restricted Stock Units ("RSUs") on June 7, 2022. F2: Each RSU represents a contingent right to receive one share of the Company's Common Stock. Row 2 · 2022-06-07 · Exercise / conversion · Acquired 12,199 · Balance 4,074,023 F1: Represents the partial vesting and settlement of Restricted Stock Units ("RSUs") on June 7, 2022. F2: Each RSU represents a contingent right to receive one share of the Company's Common Stock. Row 3 · 2022-06-08 · Sale · Disposed 18,849 · Balance 4,055,174 F3: The sales were effected pursuant to a Rule 10b5-1 plan. The transaction was a sell-to-cover exercise, with shares sold to cover tax withholding obligations in connection with the vesting and settlement of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,545 |
Reported balance
After 2022-06-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-06-07 · Exercise / conversion · Disposed 29,545 · Balance 29,545 F2: Each RSU represents a contingent right to receive one share of the Company's Common Stock. F4: On June 7, 2021 the Reporting person was granted RSUs, which vest in two equal annual installments beginning on June 7, 2022, subject to the Reporting Person's continued service to the Company through the applicable vesting dates. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 24,391 |
Reported balance
After 2022-06-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-06-07 · Exercise / conversion · Disposed 12,199 · Balance 24,391 F2: Each RSU represents a contingent right to receive one share of the Company's Common Stock. F5: On June 7, 2021 the Reporting person was granted RSUs, which vest in three substantially equal annual installments beginning on June 7, 2022, subject to the Reporting Person's continued service to the Company through the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the partial vesting and settlement of Restricted Stock Units ("RSUs") on June 7, 2022.
F2: Each RSU represents a contingent right to receive one share of the Company's Common Stock.
F3: The sales were effected pursuant to a Rule 10b5-1 plan. The transaction was a sell-to-cover exercise, with shares sold to cover tax withholding obligations in connection with the vesting and settlement of RSUs.
F4: On June 7, 2021 the Reporting person was granted RSUs, which vest in two equal annual installments beginning on June 7, 2022, subject to the Reporting Person's continued service to the Company through the applicable vesting dates.
F5: On June 7, 2021 the Reporting person was granted RSUs, which vest in three substantially equal annual installments beginning on June 7, 2022, subject to the Reporting Person's continued service to the Company through the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| January 29, 2021 Filed Feb 2, 2021 22:00 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionCommon Stock | 21,515 | $0.04 | $860.60 |
DisclosureSEC source: 0001209191-21-006831 · doc4.xml · nonDerivative · entry 1 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,913,789 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 28, 2021 Filed Jan 29, 2021 22:00 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,514 | $0.00 Strike: $0.04 | $0.00 |
DisclosureSEC source: 0001209191-21-006128 · doc4.xml · derivative · entry 6 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,683 Underlying: Common Stock · 21,514 shares Expires 2021-05-17 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 option is fully vested and exercisable. Read SEC document |
| January 28, 2021 Filed Jan 29, 2021 22:00 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | SaleCommon Stock | 6,444 | $11.97 | $77,134.68 |
DisclosureSEC source: 0001209191-21-006128 · doc4.xml · nonDerivative · entry 4 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,892,274 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. The transaction was a sell-to-cover exercise, with shares sold to cover the option exercise price and taxes, and the reporting person retaining all remaining shares. Read SEC document |
| January 28, 2021 Filed Jan 29, 2021 22:00 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionCommon Stock | 21,514 | $0.04 | $860.56 |
DisclosureSEC source: 0001209191-21-006128 · doc4.xml · nonDerivative · entry 3 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,898,718 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 27, 2021 Filed Jan 29, 2021 22:00 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,514 | $0.00 Strike: $0.04 | $0.00 |
DisclosureSEC source: 0001209191-21-006128 · doc4.xml · derivative · entry 5 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,197 Underlying: Common Stock · 21,514 shares Expires 2021-05-17 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 option is fully vested and exercisable. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:00 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | SaleCommon Stock | 7,048 | $11.68 | $82,320.64 |
DisclosureSEC source: 0001209191-21-006128 · doc4.xml · nonDerivative · entry 2 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,877,204 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. The transaction was a sell-to-cover exercise, with shares sold to cover the option exercise price and taxes, and the reporting person retaining all remaining shares. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:00 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionCommon Stock | 21,514 | $0.04 | $860.56 |
DisclosureSEC source: 0001209191-21-006128 · doc4.xml · nonDerivative · entry 1 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,884,252 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 |
| June 08, 2020 Filed Jun 10, 2020 21:00 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | GrantEmployee Stock Option (Right to Buy) · Derivative | 130,109 | $0.00 Strike: $8.21 | $0.00 |
DisclosureSEC source: 0001209191-20-035589 · doc4.xml · derivative · entry 1 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,109 Underlying: Common Stock · 130,109 shares Expires 2030-06-07 F1 · derivative.exercise_date: The option vests as to 25% of the underlying shares on April 1, 2021 and vests in equal installments at the end of each successive three-month period over the 36 months following such date. Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 21:26 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,392 | $0.00 Strike: $1.18 | $0.00 |
DisclosureSEC source: 0001209191-20-024509 · doc4.xml · derivative · entry 2 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,854 Underlying: Common Stock · 4,392 shares Expires 2027-03-23 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 option vested as to 25% of the underlying shares on March 24, 2018 and vests in equal installments at the end of the each successive three-month period over the 36 months following such date. Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 21:26 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionCommon Stock | 4,392 | $1.18 | $5,182.56 |
DisclosureSEC source: 0001209191-20-024509 · doc4.xml · nonDerivative · entry 1 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,862,738 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 23, 2019 Filed Sep 25, 2019 20:26 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | GrantEmployee Stock Option (Right to Buy) · Derivative | 52,651 | $0.00 Strike: $9.46 | $0.00 |
DisclosureSEC source: 0001209191-19-050705 · doc4.xml · derivative · entry 1 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,651 Underlying: Common Stock · 52,651 shares Expires 2029-09-22 F1 · derivative.exercise_date: The option vests as to 25% of the underlying shares on April 1, 2020 and vests in equal installments at the end of each successive three-month period over the 36 months following such date. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 14:47 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 13,176 | $0.00 Strike: $1.18 | $0.00 |
DisclosureSEC source: 0001209191-19-049251 · doc4.xml · derivative · entry 2 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,246 Underlying: Common Stock · 13,176 shares Expires 2027-03-23 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 option vested as to 25% of the underlying shares on March 24, 2018 and vests in equal installments at the end of each successive three-month period over the 36 months following such date. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 14:47 UTC | PRECISION BIOSCIENCES INC DTIL · Entity 6284 | Exercise / conversionCommon Stock | 13,176 | $1.18 | $15,547.68 |
DisclosureSEC source: 0001209191-19-049251 · doc4.xml · nonDerivative · entry 1 JANTZ DEREK · CIK 0001769828 · Director · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,858,346 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.