person · Reporting owner

Merck KGaA

Disclosed activity across 3 companies

Tapewire entity: 134208
SEC CIK: 0001764133

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
PRECIGEN, INC.XON · Entity 4356	10% owner	December 28, 2018	January 22, 2019
Vera Therapeutics, Inc.VERA · Entity 4358	10% owner	May 13, 2021	May 14, 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.

PRECIGEN, INC.

Report date December 28, 2018 · Filed January 22, 2019

Jointly reported with Ares Trading S.A., MERCK SERONO S.A.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	20,640,119	Reported balance Holding disclosure · report date 2018-12-28 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 20,640,119 F1: In addition to the securities reported herein, Ares Trading S.A. holds a Convertible Note in the original principal amount of $25,000,000 which is convertible at any time into Common Stock of the Issuer, subject to limited exceptions, at a conversion price equal to (a) the volume weighted-average price per share of the Common Stock on the Nasdaq Stock Market for the consecutive ten trading days immediately prior to the conversion date as reported by Bloomberg, L.P. or (b) if converted in connection with a qualified public offering by the Issuer, the lowest price per share paid by a purchaser in such qualified public offering. The Convertible Note and shares of Issuer Common Stock issuable thereunder, which are not reported as beneficially owned herein pursuant to Rule 16a-1(c)(6) promulgated under the Securities Exchange Act of 1934, are more fully described in the Schedule 13G filed by the Reporting Persons on January 7, 2019.

Filing footnotes · ownership attribution and instrument terms

F1: In addition to the securities reported herein, Ares Trading S.A. holds a Convertible Note in the original principal amount of $25,000,000 which is convertible at any time into Common Stock of the Issuer, subject to limited exceptions, at a conversion price equal to (a) the volume weighted-average price per share of the Common Stock on the Nasdaq Stock Market for the consecutive ten trading days immediately prior to the conversion date as reported by Bloomberg, L.P. or (b) if converted in connection with a qualified public offering by the Issuer, the lowest price per share paid by a purchaser in such qualified public offering. The Convertible Note and shares of Issuer Common Stock issuable thereunder, which are not reported as beneficially owned herein pursuant to Rule 16a-1(c)(6) promulgated under the Securities Exchange Act of 1934, are more fully described in the Schedule 13G filed by the Reporting Persons on January 7, 2019.

Vera Therapeutics, Inc.

Report date May 13, 2021 · Filed May 14, 2021

Jointly reported with Ares Trading S.A., MERCK SERONO S.A.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Series C Preferred StockSEC Table II · derivative / convertible security	Direct	Not disclosed	Reported balance Holding disclosure · report date 2021-05-13 · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · Balance Not disclosed F1: The Series C Preferred Stock is convertible into Class A Common Stock on a 11.5869:1 basis (on an adjusted basis, after giving effect to the reverse stock split of the Class A Common Stock effected by the Issuer on May 7, 2021) and has no expiration date. Upon filing of the Issuer's Restated Certificate of Incorporation in connection with the Issuer's initial public offering, all shares of Series C Preferred Stock will be converted into shares of Class A Common Stock of the Issuer.

Filing footnotes · ownership attribution and instrument terms

F1: The Series C Preferred Stock is convertible into Class A Common Stock on a 11.5869:1 basis (on an adjusted basis, after giving effect to the reverse stock split of the Class A Common Stock effected by the Issuer on May 7, 2021) and has no expiration date. Upon filing of the Issuer's Restated Certificate of Incorporation in connection with the Issuer's initial public offering, all shares of Series C Preferred Stock will be converted into shares of Class A Common Stock of the Issuer.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Xilio Therapeutics, Inc.

Report date October 26, 2021 · Filed October 26, 2021

Section 16 reporting ended · disclosed 2021-10-26. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectSee Footnote	680,825	Last balance in matching sequence After 2021-10-26 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified. 2 source rows Row 1 · 2021-10-26 · Conversion · Acquired 416,060 · Balance 416,060 F1: The Series B Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series B Preferred Stock had no expiration date. F2: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V. Row 2 · 2021-10-26 · Conversion · Acquired 264,765 · Balance 680,825 F3: The Series C Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock had no expiration date. F2: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V.
Series B Preferred StockSEC Table II · derivative / convertible security	IndirectSee Footnote	0	Reported balance After 2021-10-26 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2021-10-26 · Conversion · Disposed 3,952,568 · Balance 0 F1: The Series B Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series B Preferred Stock had no expiration date. F2: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V.
Series C Preferred SrockSEC Table II · derivative / convertible security	IndirectSee Footnote	0	Reported balance After 2021-10-26 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2021-10-26 · Conversion · Disposed 2,515,271 · Balance 0 F3: The Series C Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock had no expiration date. F2: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V.

Filing footnotes · ownership attribution and instrument terms

F1: The Series B Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series B Preferred Stock had no expiration date.

F2: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V.

F3: The Series C Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock had no expiration date.

Transaction history

JSON API

Purchases/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 26, 2021 Filed Oct 26, 2021 21:06 UTC	Xilio Therapeutics, Inc. XLO · Entity 7122	ConversionSeries C Preferred Srock · Derivative	2,515,271	Not disclosed	Not disclosed	Disclosure SEC source: 0001104659-21-130030 · tm2130646-26_4seq1.xml · derivative · entry 4 Merck KGaA · CIK 0001764133 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 264,765 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: The Series C Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock had no expiration date. F3 · price: The Series C Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock had no expiration date. F3 · derivative.exercise_date: The Series C Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock had no expiration date. F3 · derivative.expiration_date: The Series C Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock had no expiration date. F2 · ownership.nature: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V. Read SEC document
October 26, 2021 Filed Oct 26, 2021 21:06 UTC	Xilio Therapeutics, Inc. XLO · Entity 7122	ConversionSeries B Preferred Stock · Derivative	3,952,568	Not disclosed	Not disclosed	Disclosure SEC source: 0001104659-21-130030 · tm2130646-26_4seq1.xml · derivative · entry 3 Merck KGaA · CIK 0001764133 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 416,060 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: The Series B Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series B Preferred Stock had no expiration date. F1 · price: The Series B Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series B Preferred Stock had no expiration date. F1 · derivative.exercise_date: The Series B Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series B Preferred Stock had no expiration date. F1 · derivative.expiration_date: The Series B Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series B Preferred Stock had no expiration date. F2 · ownership.nature: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V. Read SEC document
October 26, 2021 Filed Oct 26, 2021 21:06 UTC	Xilio Therapeutics, Inc. XLO · Entity 7122	ConversionCommon Stock	264,765	Not disclosed	Not disclosed	Disclosure SEC source: 0001104659-21-130030 · tm2130646-26_4seq1.xml · nonDerivative · entry 2 Merck KGaA · CIK 0001764133 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 680,825 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 · price: The Series C Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock had no expiration date. F2 · ownership.nature: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V. Read SEC document
October 26, 2021 Filed Oct 26, 2021 21:06 UTC	Xilio Therapeutics, Inc. XLO · Entity 7122	ConversionCommon Stock	416,060	Not disclosed	Not disclosed	Disclosure SEC source: 0001104659-21-130030 · tm2130646-26_4seq1.xml · nonDerivative · entry 1 Merck KGaA · CIK 0001764133 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 416,060 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: The Series B Preferred Stock converted into shares of the Issuer's common stock, $0.001 par value, on a 9.5:1 basis automatically immediately prior to the closing of the Issuer's initial public offering. The Series B Preferred Stock had no expiration date. F2 · ownership.nature: The shares are held directly by Merck Ventures B.V. Merck Ventures B.V. is a wholly owned indirect subsidiary of Merck KGaA, a publicly traded company. Merck KGaA may be deemed to have sole voting and dispositive power with respect to the shares held by Merck Ventures B.V. 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.