Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APTARGROUP, INC.ATR · Entity 165 | Director | May 05, 2021 | May 25, 2021 |
| LianBioLIAN · Entity 9881 | Director | October 31, 2021 | November 01, 2021 |
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.
APTARGROUP, INC.
Report date May 05, 2021 · Filed May 25, 2021 · 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 | 5,004.527 |
Reported balance
After 2021-05-05 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2021-05-05 · Grant · Acquired 983 · Balance 5,004.527 F1: Due to administrative error, the reporting person under-reported the restricted stock unit (RSU) grant made on May 5, 2021 by 66 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Due to administrative error, the reporting person under-reported the restricted stock unit (RSU) grant made on May 5, 2021 by 66 RSUs.
LianBio
Report date October 31, 2021 · Filed November 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2031-10-31 | Direct | 72,600 |
Reported balance
After 2021-10-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-10-31 · Grant · Disposed 72,600 · Balance 72,600 F1: 1/36 of the shares underlying the option vested and became exercisable on October 31, 2021; the remainder shall vest and become exercisable in 35 equal monthly installments such that the option shall be fully vested on October 31, 2024, subject to the Reporting Person providing continuous service to the Issuer on each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/36 of the shares underlying the option vested and became exercisable on October 31, 2021; the remainder shall vest and become exercisable in 35 equal monthly installments such that the option shall be fully vested on October 31, 2024, subject to the Reporting Person providing continuous service to the Issuer on each such date.
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 31, 2021 Filed Nov 1, 2021 23:21 UTC | LianBio LIAN · Entity 9881 | GrantStock Option (Right to Buy) · Derivative | 72,600 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0000899243-21-042215 · doc4.xml · derivative · entry 1 Wu Jesse · CIK 0001730238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,600 Underlying: Ordinary Shares · 72,600 shares Expires 2031-10-31 F1 · derivative.exercise_date: 1/36 of the shares underlying the option vested and became exercisable on October 31, 2021; the remainder shall vest and become exercisable in 35 equal monthly installments such that the option shall be fully vested on October 31, 2024, subject to the Reporting Person providing continuous service to the Issuer on each such date. Read SEC document |
| May 05, 2021 Filed May 7, 2021 19:33 UTC | APTARGROUP, INC. ATR · Entity 165 | GrantCommon Stock | 917 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-016420 · form4.xml · nonDerivative · entry 1 Wu Jesse · CIK 0001730238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,938.527 Read SEC document |
| May 05, 2021 Filed May 25, 2021 21:52 UTC Amendment | APTARGROUP, INC. ATR · Entity 165 | GrantCommon Stock | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-018737 · form4.xml · nonDerivative · entry 1 Wu Jesse · CIK 0001730238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,004.527 F1 · shares: Due to administrative error, the reporting person under-reported the restricted stock unit (RSU) grant made on May 5, 2021 by 66 RSUs. Read SEC document |
| May 06, 2020 Filed May 7, 2020 22:26 UTC | APTARGROUP, INC. ATR · Entity 165 | GrantCommon Stock | 1,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001730238-20-000004 · edgar.xml · nonDerivative · entry 1 Wu Jesse · CIK 0001730238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,021.527 Read SEC document |
| November 25, 2019 Filed Jan 10, 2020 23:12 UTC | APTARGROUP, INC. ATR · Entity 165 | OtherCommon Stock | 3.397 | $110.51 | $375.40 |
DisclosureSEC source: 0001730238-20-000002 · edgar.xml · nonDerivative · entry 2 Wu Jesse · CIK 0001730238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,667.527 F1 · security: Dividend reinvestment shares Read SEC document |
| August 26, 2019 Filed Jan 10, 2020 23:12 UTC | APTARGROUP, INC. ATR · Entity 165 | OtherCommon Stock | 3.13 | $119.65 | $374.50 |
DisclosureSEC source: 0001730238-20-000002 · edgar.xml · nonDerivative · entry 1 Wu Jesse · CIK 0001730238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664.13 F1 · security: Dividend reinvestment shares Read SEC document |
| May 01, 2019 Filed May 3, 2019 00:52 UTC | APTARGROUP, INC. ATR · Entity 165 | GrantCommon Stock | 1,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001730238-19-000002 · edgar.xml · nonDerivative · entry 1 Wu Jesse · CIK 0001730238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,661 Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:12 UTC | APTARGROUP, INC. ATR · Entity 165 | GrantCommon Stock | 1,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001730238-18-000004 · edgar.xml · nonDerivative · entry 1 Wu Jesse · CIK 0001730238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,404 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.