Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Immunovant, Inc.HSAC · Entity 3632 | VPO, Secretary and Treasurer | May 09, 2019 | May 10, 2019 |
| Orchestra BioMed Holdings, Inc.HSAQ · Entity 434 | VP Operations, Sec & Treasurer | August 04, 2020 | August 06, 2020 |
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.
Immunovant, Inc.
Report date May 09, 2019 · Filed May 10, 2019
This filing explicitly reported no securities owned.
Orchestra BioMed Holdings, Inc.
Report date August 04, 2020 · Filed August 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2020-08-04 transaction · row 1
1 source rowRow 1 · 2020-08-04 · Purchase · Acquired 10,000 · Balance 10,000 |
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 |
|---|---|---|---|---|---|---|
| August 04, 2020 Filed Aug 6, 2020 23:08 UTC | Orchestra BioMed Holdings, Inc. HSAQ · Entity 434 | PurchaseOrdinary Shares | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001213900-20-020713 · ownership.xml · nonDerivative · entry 1 Lee Alice · CIK 0001776133 · VP Operations, Sec & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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.