Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Enliven Therapeutics, Inc.IMRA · Entity 4024 | Director | June 02, 2022 | June 04, 2022 |
| Morphic Holding, Inc.MORF · Entity 88114 | Director | June 26, 2019 | June 26, 2019 |
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.
Enliven Therapeutics, Inc.
Report date June 02, 2022 · Filed June 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.07 · Expires 2032-06-01 | Direct | 8,500 |
Reported balance
After 2022-06-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-02 · Grant · Acquired 8,500 · Balance 8,500 F2: The option will vest on the first anniversary of the date of grant or, if earlier, the date of Imara's next annual meeting of stockholders following the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy entities affiliated with Pfizer Inc. | 1,557,722 |
Reported balance
Holding disclosure · report date 2022-06-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,557,722 F1: The reporting person is Managing General Partner, Pfizer Ventures (US) LLC. The reporting person disclaims beneficial ownership of the shares owned by the entities affiliated with Pfizer Ventures (US) LLC except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is Managing General Partner, Pfizer Ventures (US) LLC. The reporting person disclaims beneficial ownership of the shares owned by the entities affiliated with Pfizer Ventures (US) LLC except to the extent of her pecuniary interest therein.
F2: The option will vest on the first anniversary of the date of grant or, if earlier, the date of Imara's next annual meeting of stockholders following the date of grant.
Morphic Holding, Inc.
Report date June 26, 2019 · Filed June 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities beneficially heldSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-06-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| June 02, 2022 Filed Jun 4, 2022 00:20 UTC | Enliven Therapeutics, Inc. IMRA · Entity 4024 | GrantStock Options (Right to Buy) · Derivative | 8,500 | $0.00 Strike: $1.07 | $0.00 |
DisclosureSEC source: 0001209191-22-034389 · doc4.xml · derivative · entry 2 Dalton Barbara · CIK 0001591318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 8,500 shares Expires 2032-06-01 F2 · derivative.exercise_date: The option will vest on the first anniversary of the date of grant or, if earlier, the date of Imara's next annual meeting of stockholders following the date of grant. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 23:07 UTC | Enliven Therapeutics, Inc. IMRA · Entity 4024 | GrantStock Option (right to buy) · Derivative | 7,728 | $0.00 Strike: $8.12 | $0.00 |
DisclosureSEC source: 0001209191-21-044600 · doc4.xml · derivative · entry 2 Dalton Barbara · CIK 0001591318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,728 Underlying: Common Stock · 7,728 shares Expires 2031-06-28 F2 · derivative.exercise_date: The option will vest on the first anniversary of the date of grant or, if earlier, the date of Imara's next annual meeting of stockholders following the date of grant. Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 21:18 UTC | Enliven Therapeutics, Inc. IMRA · Entity 4024 | GrantStock Option (right to buy) · Derivative | 15,457 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0000899243-20-008496 · doc4.xml · derivative · entry 6 Dalton Barbara · CIK 0001591318 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,457 Underlying: Common Stock · 15,457 shares Expires 2030-03-15 F5 · derivative.exercise_date: The option vests in three equal installments on March 16, 2021, 2022 and 2023. Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 21:18 UTC | Enliven Therapeutics, Inc. IMRA · Entity 4024 | ConversionSeries B Preferred Stock · Derivative | 1,894,444 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-008496 · doc4.xml · derivative · entry 5 Dalton Barbara · CIK 0001591318 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By entities affiliated with Pfizer Inc. Disclosed balance after: 0 Underlying: Common Stock · 300,752 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. F3 · derivative.exercise_price: On March 16, 2020, the Issuer's Series B Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F3 · derivative.exercise_date: On March 16, 2020, the Issuer's Series B Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F3 · derivative.expiration_date: On March 16, 2020, the Issuer's Series B Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F4 · ownership.nature: The reporting person is Vice President of Venture Capital at Pfizer, Inc., an affiliate of Pfizer Ventures (US) LLC. The reporting person disclaims beneficial ownership of the shares owned by the entities affiliated with Pfizer Ventures (US) LLC except to the extent of her pecuniary interest therein. Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 21:18 UTC | Enliven Therapeutics, Inc. IMRA · Entity 4024 | ConversionSeries A Preferred Stock · Derivative | 5,470,492 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-008496 · doc4.xml · derivative · entry 4 Dalton Barbara · CIK 0001591318 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By entities affiliated with Pfizer Inc. Disclosed balance after: 0 Underlying: Common Stock · 868,467 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. F2 · derivative.exercise_price: On March 16, 2020, the Issuer's Series A Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F2 · derivative.exercise_date: On March 16, 2020, the Issuer's Series A Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F2 · derivative.expiration_date: On March 16, 2020, the Issuer's Series A Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F4 · ownership.nature: The reporting person is Vice President of Venture Capital at Pfizer, Inc., an affiliate of Pfizer Ventures (US) LLC. The reporting person disclaims beneficial ownership of the shares owned by the entities affiliated with Pfizer Ventures (US) LLC except to the extent of her pecuniary interest therein. Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 21:18 UTC | Enliven Therapeutics, Inc. IMRA · Entity 4024 | ConversionSeries Seed Preferred Stock · Derivative | 478,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-008496 · doc4.xml · derivative · entry 3 Dalton Barbara · CIK 0001591318 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By entities affiliated with Pfizer Inc. Disclosed balance after: 0 Underlying: Common Stock · 76,003 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: On March 16, 2020, the Issuer's Series Seed Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F1 · derivative.exercise_date: On March 16, 2020, the Issuer's Series Seed Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F1 · derivative.expiration_date: On March 16, 2020, the Issuer's Series Seed Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F4 · ownership.nature: The reporting person is Vice President of Venture Capital at Pfizer, Inc., an affiliate of Pfizer Ventures (US) LLC. The reporting person disclaims beneficial ownership of the shares owned by the entities affiliated with Pfizer Ventures (US) LLC except to the extent of her pecuniary interest therein. Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 21:18 UTC | Enliven Therapeutics, Inc. IMRA · Entity 4024 | PurchaseCommon Stock | 312,500 | $16.00 | $5,000,000.00 |
DisclosureSEC source: 0000899243-20-008496 · doc4.xml · nonDerivative · entry 2 Dalton Barbara · CIK 0001591318 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By entities affiliated with Pfizer Inc. Disclosed balance after: 1,557,722 F4 · ownership.nature: The reporting person is Vice President of Venture Capital at Pfizer, Inc., an affiliate of Pfizer Ventures (US) LLC. The reporting person disclaims beneficial ownership of the shares owned by the entities affiliated with Pfizer Ventures (US) LLC except to the extent of her pecuniary interest therein. Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 21:18 UTC | Enliven Therapeutics, Inc. IMRA · Entity 4024 | ConversionCommon Stock | 1,245,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-008496 · doc4.xml · nonDerivative · entry 1 Dalton Barbara · CIK 0001591318 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By entities affiliated with Pfizer Inc. Disclosed balance after: 1,245,222 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: On March 16, 2020, the Issuer's Series Seed Preferred Stock converted into Common Stock on a 6.299-for-1 basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the Issuer's initial public offering. The shares had no expiration date. F4 · ownership.nature: The reporting person is Vice President of Venture Capital at Pfizer, Inc., an affiliate of Pfizer Ventures (US) LLC. The reporting person disclaims beneficial ownership of the shares owned by the entities affiliated with Pfizer Ventures (US) LLC except to the extent of her pecuniary interest therein. 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.