Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Atea Pharmaceuticals, Inc.
Report date November 03, 2020 · Filed November 04, 2020
Section 16 reporting ended · disclosed 2020-11-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,176,862 |
Reported balance
After 2020-11-03 transaction · row 1
1 source rowRow 1 · 2020-11-03 · Conversion · Acquired 176,862 · Balance 1,176,862 F1: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. |
| Series A Convertible Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-11-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-11-03 · Conversion · Disposed 100,000 · Balance 0 F1: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. |
| Series B Convertible Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-11-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-11-03 · Conversion · Disposed 33,003 · Balance 0 F1: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. |
| Series C Convertible Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-11-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-11-03 · Conversion · Disposed 43,859 · Balance 0 F1: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock.
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 |
|---|---|---|---|---|---|---|
| November 03, 2020 Filed Nov 4, 2020 01:05 UTC | Atea Pharmaceuticals, Inc. AVIR · Entity 5580 | ConversionSeries C Convertible Preferred Stock · Derivative | 43,859 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030324 · doc4.xml · derivative · entry 4 Chu Chung K. · CIK 0001830163 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,859 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 preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · price: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · derivative.exercise_date: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · derivative.expiration_date: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 01:05 UTC | Atea Pharmaceuticals, Inc. AVIR · Entity 5580 | ConversionSeries B Convertible Preferred Stock · Derivative | 33,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030324 · doc4.xml · derivative · entry 3 Chu Chung K. · CIK 0001830163 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,003 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: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · price: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · derivative.exercise_date: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · derivative.expiration_date: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 01:05 UTC | Atea Pharmaceuticals, Inc. AVIR · Entity 5580 | ConversionSeries A Convertible Preferred Stock · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030324 · doc4.xml · derivative · entry 2 Chu Chung K. · CIK 0001830163 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 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 preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · price: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · derivative.exercise_date: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. F1 · derivative.expiration_date: The preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 01:05 UTC | Atea Pharmaceuticals, Inc. AVIR · Entity 5580 | ConversionCommon Stock | 176,862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-030324 · doc4.xml · nonDerivative · entry 1 Chu Chung K. · CIK 0001830163 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,176,862 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 preferred stock was convertible at any time, at the holder's election and had no expiration date. Each share of preferred stock was automatically converted into one share of common stock upon the closing of the Issuer's initial public offering of its common stock. 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.