Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Electra Therapeutics, Inc.ETRA · Entity 9265 | Director | September 21, 2026 | September 21, 2026 |
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.
Electra Therapeutics, Inc.
Report date September 21, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 255,635 |
Reported balance
After 2026-09-21 transaction · row 1
1 source rowRow 1 · 2026-09-21 · Conversion · Acquired 255,635 · Balance 255,635 F1: Each share of Series A Convertible Preferred Stock (the "Preferred Stock") converted automatically into 1 share of Common Stock upon the closing of the Issuer's initial public offering without payment of further consideration. Share numbers give effect to such conversion. The Preferred Stock had no expiration date. |
| Series A Convertible Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-21 · Conversion · Disposed 255,635 · Balance 0 F1: Each share of Series A Convertible Preferred Stock (the "Preferred Stock") converted automatically into 1 share of Common Stock upon the closing of the Issuer's initial public offering without payment of further consideration. Share numbers give effect to such conversion. The Preferred Stock had no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Series A Convertible Preferred Stock (the "Preferred Stock") converted automatically into 1 share of Common Stock upon the closing of the Issuer's initial public offering without payment of further consideration. Share numbers give effect to such conversion. The Preferred Stock had no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Pandion Therapeutics, Inc.
Report date April 01, 2021 · Filed April 01, 2021
Section 16 reporting ended · disclosed 2021-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-04-01 transaction · row 1
1 source rowRow 1 · 2021-04-01 · Other · Disposed 1,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated February 24, 2021, among Pandion Therapeutics, Inc. (the "Company"), Merck Sharp & Dohme Corp. ("Merck") and Panama Merger Sub, Inc. ("Merger Sub"), Merger Sub commenced a tender offer (the "Offer") to purchase all outstanding Company common stock for the price of $60.00 per share in cash (the "Offer Price"). On April 1, 2021, the Offer consummated, after which Merger Sub merged with and into the Company (the "Merger") and the Company became a wholly owned subsidiary of Merck. At the consummation of the Offer and the Merger, respectively, (i) Merger Sub purchased all shares of Company common stock that were validly tendered pursuant to the Offer for a cash payment equal to the Offer Price and (ii) all shares of Company common stock outstanding immediately prior to the effective time of the Merger (the "Effective Time"), were cancelled and converted automatically into the right to receive the Offer Price. |
| Common StockSEC Table I · non-derivative | IndirectBy The Nancy E. Stagliano Trust | 0 |
Reported balance
After 2021-04-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-04-01 · Other · Disposed 73,067 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated February 24, 2021, among Pandion Therapeutics, Inc. (the "Company"), Merck Sharp & Dohme Corp. ("Merck") and Panama Merger Sub, Inc. ("Merger Sub"), Merger Sub commenced a tender offer (the "Offer") to purchase all outstanding Company common stock for the price of $60.00 per share in cash (the "Offer Price"). On April 1, 2021, the Offer consummated, after which Merger Sub merged with and into the Company (the "Merger") and the Company became a wholly owned subsidiary of Merck. At the consummation of the Offer and the Merger, respectively, (i) Merger Sub purchased all shares of Company common stock that were validly tendered pursuant to the Offer for a cash payment equal to the Offer Price and (ii) all shares of Company common stock outstanding immediately prior to the effective time of the Merger (the "Effective Time"), were cancelled and converted automatically into the right to receive the Offer Price. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.00 · Expires 2030-07-16 | Direct | 0 |
Reported balance
After 2021-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-04-01 · Disposition to issuer · Disposed 17,671 · Balance 0 F3: Disposed of pursuant to the Merger Agreement in exchange for the excess of the Offer Price over the exercise price of the option. F2: All options were vested and exercisable as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated February 24, 2021, among Pandion Therapeutics, Inc. (the "Company"), Merck Sharp & Dohme Corp. ("Merck") and Panama Merger Sub, Inc. ("Merger Sub"), Merger Sub commenced a tender offer (the "Offer") to purchase all outstanding Company common stock for the price of $60.00 per share in cash (the "Offer Price"). On April 1, 2021, the Offer consummated, after which Merger Sub merged with and into the Company (the "Merger") and the Company became a wholly owned subsidiary of Merck. At the consummation of the Offer and the Merger, respectively, (i) Merger Sub purchased all shares of Company common stock that were validly tendered pursuant to the Offer for a cash payment equal to the Offer Price and (ii) all shares of Company common stock outstanding immediately prior to the effective time of the Merger (the "Effective Time"), were cancelled and converted automatically into the right to receive the Offer Price.
F2: All options were vested and exercisable as of immediately prior to the Effective Time.
F3: Disposed of pursuant to the Merger Agreement in exchange for the excess of the Offer Price over the exercise price of the option.
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 |
|---|---|---|---|---|---|---|
| September 21, 2026 Filed Sep 21, 2026 22:19 UTC | Electra Therapeutics, Inc. ETRA · Entity 9265 | ConversionSeries A Convertible Preferred Stock · Derivative | 255,635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001817449-26-000009 · form4-09212026_100957.xml · derivative · entry 2 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 255,635 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: Each share of Series A Convertible Preferred Stock (the "Preferred Stock") converted automatically into 1 share of Common Stock upon the closing of the Issuer's initial public offering without payment of further consideration. Share numbers give effect to such conversion. The Preferred Stock had no expiration date. F1 · price: Each share of Series A Convertible Preferred Stock (the "Preferred Stock") converted automatically into 1 share of Common Stock upon the closing of the Issuer's initial public offering without payment of further consideration. Share numbers give effect to such conversion. The Preferred Stock had no expiration date. F1 · derivative.exercise_date: Each share of Series A Convertible Preferred Stock (the "Preferred Stock") converted automatically into 1 share of Common Stock upon the closing of the Issuer's initial public offering without payment of further consideration. Share numbers give effect to such conversion. The Preferred Stock had no expiration date. F1 · derivative.expiration_date: Each share of Series A Convertible Preferred Stock (the "Preferred Stock") converted automatically into 1 share of Common Stock upon the closing of the Issuer's initial public offering without payment of further consideration. Share numbers give effect to such conversion. The Preferred Stock had no expiration date. Read SEC document |
| September 21, 2026 Filed Sep 21, 2026 22:19 UTC | Electra Therapeutics, Inc. ETRA · Entity 9265 | ConversionCommon Stock | 255,635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001817449-26-000009 · form4-09212026_100957.xml · nonDerivative · entry 1 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,635 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: Each share of Series A Convertible Preferred Stock (the "Preferred Stock") converted automatically into 1 share of Common Stock upon the closing of the Issuer's initial public offering without payment of further consideration. Share numbers give effect to such conversion. The Preferred Stock had no expiration date. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 19:46 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 17,671 | Not disclosed Strike: $18.00 | Not disclosed |
DisclosureSEC source: 0000899243-21-014447 · doc4.xml · derivative · entry 3 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,671 shares Expires 2030-07-16 F3 · price: Disposed of pursuant to the Merger Agreement in exchange for the excess of the Offer Price over the exercise price of the option. F2 · derivative.exercise_date: All options were vested and exercisable as of immediately prior to the Effective Time. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 19:46 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | OtherCommon Stock | 73,067 | $60.00 | $4,384,020.00 |
DisclosureSEC source: 0000899243-21-014447 · doc4.xml · nonDerivative · entry 2 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Nancy E. Stagliano Trust Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated February 24, 2021, among Pandion Therapeutics, Inc. (the "Company"), Merck Sharp & Dohme Corp. ("Merck") and Panama Merger Sub, Inc. ("Merger Sub"), Merger Sub commenced a tender offer (the "Offer") to purchase all outstanding Company common stock for the price of $60.00 per share in cash (the "Offer Price"). On April 1, 2021, the Offer consummated, after which Merger Sub merged with and into the Company (the "Merger") and the Company became a wholly owned subsidiary of Merck. At the consummation of the Offer and the Merger, respectively, (i) Merger Sub purchased all shares of Company common stock that were validly tendered pursuant to the Offer for a cash payment equal to the Offer Price and (ii) all shares of Company common stock outstanding immediately prior to the effective time of the Merger (the "Effective Time"), were cancelled and converted automatically into the right to receive the Offer Price. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 19:46 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | OtherCommon Stock | 1,000 | $60.00 | $60,000.00 |
DisclosureSEC source: 0000899243-21-014447 · doc4.xml · nonDerivative · entry 1 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated February 24, 2021, among Pandion Therapeutics, Inc. (the "Company"), Merck Sharp & Dohme Corp. ("Merck") and Panama Merger Sub, Inc. ("Merger Sub"), Merger Sub commenced a tender offer (the "Offer") to purchase all outstanding Company common stock for the price of $60.00 per share in cash (the "Offer Price"). On April 1, 2021, the Offer consummated, after which Merger Sub merged with and into the Company (the "Merger") and the Company became a wholly owned subsidiary of Merck. At the consummation of the Offer and the Merger, respectively, (i) Merger Sub purchased all shares of Company common stock that were validly tendered pursuant to the Offer for a cash payment equal to the Offer Price and (ii) all shares of Company common stock outstanding immediately prior to the effective time of the Merger (the "Effective Time"), were cancelled and converted automatically into the right to receive the Offer Price. Read SEC document |
| July 21, 2020 Filed Jul 21, 2020 19:33 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | ConversionSeries B Preferred Stock · Derivative | 47,898 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019863 · doc4.xml · derivative · entry 6 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Nancy E. Stagliano Trust Disclosed balance after: 0 Underlying: Common Stock · 9,392 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 A Preferred Stock and Series B Preferred Stock converted into Common Stock on a 5.0994-for-one basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series A Preferred Stock and Series B Preferred Stock were 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: The Series A Preferred Stock and Series B Preferred Stock converted into Common Stock on a 5.0994-for-one basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series A Preferred Stock and Series B Preferred Stock were 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: The Series A Preferred Stock and Series B Preferred Stock converted into Common Stock on a 5.0994-for-one basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series A Preferred Stock and Series B Preferred Stock were 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. Read SEC document |
| July 21, 2020 Filed Jul 21, 2020 19:33 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | ConversionSeries A Preferred Stock · Derivative | 28,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019863 · doc4.xml · derivative · entry 5 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Nancy E. Stagliano Trust Disclosed balance after: 0 Underlying: Common Stock · 5,612 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 A Preferred Stock and Series B Preferred Stock converted into Common Stock on a 5.0994-for-one basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series A Preferred Stock and Series B Preferred Stock were 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: The Series A Preferred Stock and Series B Preferred Stock converted into Common Stock on a 5.0994-for-one basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series A Preferred Stock and Series B Preferred Stock were 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: The Series A Preferred Stock and Series B Preferred Stock converted into Common Stock on a 5.0994-for-one basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series A Preferred Stock and Series B Preferred Stock were 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. Read SEC document |
| July 21, 2020 Filed Jul 21, 2020 19:33 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | PurchaseCommon Stock | 1,000 | $18.00 | $18,000.00 |
DisclosureSEC source: 0000899243-20-019863 · doc4.xml · nonDerivative · entry 2 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F2 · shares: Represents shares purchased through a directed share program in connection with the initial public offering of Pandion Therapeutics, Inc.'s common stock, which closed on July 21, 2020. These shares of common stock were purchased at the public offering price of $18.00 per share. Read SEC document |
| July 21, 2020 Filed Jul 21, 2020 19:33 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | ConversionCommon Stock | 15,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-019863 · doc4.xml · nonDerivative · entry 1 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Nancy E. Stagliano Trust Disclosed balance after: 73,067 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 A Preferred Stock and Series B Preferred Stock converted into Common Stock on a 5.0994-for-one basis upon the closing of the Issuer's initial public offering without payment of consideration. The Series A Preferred Stock and Series B Preferred Stock were 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. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 19:33 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | GrantStock Option (right to buy) · Derivative | 13,997 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019863 · doc4.xml · derivative · entry 4 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,997 Underlying: Common Stock · 13,997 shares Expires 2030-07-16 F4 · derivative.exercise_date: This option award was granted on July 17, 2020. The shares underlying the award vest in equal monthly installments following July 17, 2020 through July 17, 2023, subject to the reporting person's continued service on each applicable vesting date. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 19:33 UTC | Pandion Therapeutics, Inc. PAND · Entity 11788 | GrantStock Option (right to buy) · Derivative | 3,674 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019863 · doc4.xml · derivative · entry 3 Stagliano Nancy · CIK 0001817449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,674 Underlying: Common Stock · 3,674 shares Expires 2030-07-16 F3 · derivative.exercise_date: This option award was granted on July 17, 2020. The shares underlying the award vest in equal quarterly installments following June 28, 2018 through June 28, 2022, subject to the reporting person's continued service on each applicable vesting date. 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.