Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CRISPR Therapeutics AGCRSP · Entity 3852 | CBO & COO | August 16, 2022 | August 18, 2022 |
| Dyne Therapeutics, Inc.DYN · Entity 3948 | Director | July 05, 2022 | July 06, 2022 |
| Jade Biosciences, Inc.JBIO · Entity 4757 | Director | June 09, 2026 | June 11, 2026 |
| Jasper Therapeutics, Inc.JSPR · Entity 7588 | Director | June 07, 2023 | June 08, 2023 |
| Oruka Therapeutics, Inc.ORKA · Entity 3781 | Director · Chief Executive Officer | October 01, 2026 | October 02, 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.
CRISPR Therapeutics AG
Report date August 16, 2022 · Filed August 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,500 |
Reported balance
After 2022-08-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-08-16 · Grant · Acquired 12,500 · Balance 12,500 F1: Each restricted stock unit represents a contingent right to receive one share of CRSP Common Shares. F2: The restricted stock units shall vest in full on August 16, 2023, subject to continued service to the Company or any of its subsidiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of CRSP Common Shares.
F2: The restricted stock units shall vest in full on August 16, 2023, subject to continued service to the Company or any of its subsidiaries.
Dyne Therapeutics, Inc.
Report date July 05, 2022 · Filed July 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.54 · Expires 2030-07-30 | Direct | 7,222 |
Reported balance
After 2022-07-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-07-05 · Grant · Acquired 7,222 · Balance 7,222 F1: The option was granted on July 31, 2020, with 100% of the option to vest upon the clearance date of an Investigational New Drug (IND) application submitted to the U.S. Food and Drug Administration (FDA) by the Company with respect to one of its product candidates. On July 5, 2022, in connection with the clearance by the FDA of the Company's IND application for DYNE-251, the Compensation Committee determined that the performance condition had been achieved. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was granted on July 31, 2020, with 100% of the option to vest upon the clearance date of an Investigational New Drug (IND) application submitted to the U.S. Food and Drug Administration (FDA) by the Company with respect to one of its product candidates. On July 5, 2022, in connection with the clearance by the FDA of the Company's IND application for DYNE-251, the Compensation Committee determined that the performance condition had been achieved.
Jade Biosciences, Inc.
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.22 · Expires 2036-06-08 | Direct | 34,843 |
Reported balance
After 2026-06-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 34,843 · Balance 34,843 F1: This option represents a right to purchase shares of the Issuer's common stock, which vests in full on the earlier of (i) June 9, 2027 or (ii) the date of the next annual meeting of the Issuer's stockholders, in each case, subject to the Reporting Person's continued service to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: This option represents a right to purchase shares of the Issuer's common stock, which vests in full on the earlier of (i) June 9, 2027 or (ii) the date of the next annual meeting of the Issuer's stockholders, in each case, subject to the Reporting Person's continued service to the Issuer.
Jasper Therapeutics, Inc.
Report date June 07, 2023 · Filed June 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.60 · Expires 2033-06-07 | Direct | 47,000 |
Reported balance
After 2023-06-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-07 · Grant · Acquired 47,000 · Balance 47,000 |
Oruka Therapeutics, Inc.
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 923,128 |
Ending reported balance
After 2026-10-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 25,000 · Balance 948,128 Row 2 · 2026-10-01 · Sale · Disposed 16,246 · Balance 931,882 F1: These sales were effected pursuant to a Rule 10b5-1 trading plan entered into on May 14, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.75 to $83.73, inclusive. The reporting person undertakes to provide to Oruka Therapeutics, Inc., any security holder of Oruka Therapeutics, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (3) and (4) to this Form 4. Row 3 · 2026-10-01 · Sale · Disposed 8,554 · Balance 923,328 F1: These sales were effected pursuant to a Rule 10b5-1 trading plan entered into on May 14, 2026. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.75 to $84.69, inclusive. Row 4 · 2026-10-01 · Sale · Disposed 200 · Balance 923,128 F1: These sales were effected pursuant to a Rule 10b5-1 trading plan entered into on May 14, 2026. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.75 to $84.81, inclusive. |
| Employee Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.80 · Expires 2034-07-14 | Direct | 1,528,513 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Exercise / conversion · Disposed 25,000 · Balance 1,528,513 F5: The warrant vests as to 1/4 of the underlying shares on April 3, 2025 and as to 1/48 of the underlying shares monthly from April 3, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: These sales were effected pursuant to a Rule 10b5-1 trading plan entered into on May 14, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.75 to $83.73, inclusive. The reporting person undertakes to provide to Oruka Therapeutics, Inc., any security holder of Oruka Therapeutics, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (3) and (4) to this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.75 to $84.69, inclusive.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.75 to $84.81, inclusive.
F5: The warrant vests as to 1/4 of the underlying shares on April 3, 2025 and as to 1/48 of the underlying shares monthly from April 3, 2025.
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 |
|---|---|---|---|---|---|---|
| May 11, 2020 Filed May 13, 2020 20:38 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | Exercise / conversionCommon Shares | 25,000 | $5.86 | $146,500.00 |
DisclosureSEC source: 0001209191-20-028839 · doc4.xml · nonDerivative · entry 1 Klein Lawrence Otto · CIK 0001762583 · CBO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:10 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | GrantRestricted Stock Units · Derivative | 13,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018468 · doc4.xml · derivative · entry 2 Klein Lawrence Otto · CIK 0001762583 · CBO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 Underlying: Common Shares · 13,750 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CRSP Common Shares. F3 · derivative.exercise_date: This restricted stock unit award was granted on March 10, 2020 with respect to 13,750 Common Shares, with (i) one third of the shares vesting on March 10, 2021, (ii) one third of the shares vesting on March 10, 2022, and (iii) one third of the shares vesting on March 10, 2023. F3 · derivative.expiration_date: This restricted stock unit award was granted on March 10, 2020 with respect to 13,750 Common Shares, with (i) one third of the shares vesting on March 10, 2021, (ii) one third of the shares vesting on March 10, 2022, and (iii) one third of the shares vesting on March 10, 2023. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:10 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | GrantStock Option (Right to Buy) · Derivative | 55,000 | $0.00 Strike: $44.67 | $0.00 |
DisclosureSEC source: 0001209191-20-018468 · doc4.xml · derivative · entry 1 Klein Lawrence Otto · CIK 0001762583 · CBO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: Common Shares · 55,000 shares Expires 2030-03-10 F1 · derivative.exercise_date: This option was granted on March 10, 2020 with respect to 55,000 Common Shares. 100% of the shares will vest in 48 equal monthly installments, with the first vesting date of April 10, 2020. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:05 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | GrantRestricted Stock Units · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059281 · doc4.xml · derivative · entry 1 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Shares · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CRSP Common Shares. F2 · derivative.exercise_date: The restricted stock units shall vest as follows: two-thirds of the grant shall vest on December 3, 2021 and the remaining one-third shall vest on December 3, 2022. F2 · derivative.expiration_date: The restricted stock units shall vest as follows: two-thirds of the grant shall vest on December 3, 2021 and the remaining one-third shall vest on December 3, 2022. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 20:32 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049320 · doc4.xml · derivative · entry 1 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Shares · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CRSP Common Shares. F2 · derivative.exercise_date: The restricted stock units shall vest in full on September 10, 2021, subject to continued employment with the company. F2 · derivative.expiration_date: The restricted stock units shall vest in full on September 10, 2021, subject to continued employment with the company. Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 20:13 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,421 | $0.00 Strike: $5.86 | $0.00 |
DisclosureSEC source: 0000899243-19-019535 · doc4.xml · derivative · entry 6 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,666 Underlying: Common Shares · 8,421 shares Expires 2026-03-01 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. F4 · derivative.exercise_date: The Reporting Person was granted an option to purchase 106,666 shares on March 2, 2016. 23,000 of such options were previously exercised, and the shares underlying those options were sold. 25% of this option became vested and fully exercisable on February 1, 2017, and the remaining 75% of the shares shall vest in 36 equal monthly installments on the first day of each month thereafter. Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 20:13 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | SaleCommon Shares | 8,421 | $50.01 | $421,171.26 |
DisclosureSEC source: 0000899243-19-019535 · doc4.xml · nonDerivative · entry 4 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.1525, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 20:13 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | Exercise / conversionCommon Shares | 8,421 | $5.86 | $49,347.06 |
DisclosureSEC source: 0000899243-19-019535 · doc4.xml · nonDerivative · entry 3 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,421 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. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 20:13 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | Exercise / conversionStock Option (Right to Buy) · Derivative | 11,579 | $0.00 Strike: $5.86 | $0.00 |
DisclosureSEC source: 0000899243-19-019535 · doc4.xml · derivative · entry 5 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,087 Underlying: Common Shares · 11,579 shares Expires 2026-03-01 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. F4 · derivative.exercise_date: The Reporting Person was granted an option to purchase 106,666 shares on March 2, 2016. 23,000 of such options were previously exercised, and the shares underlying those options were sold. 25% of this option became vested and fully exercisable on February 1, 2017, and the remaining 75% of the shares shall vest in 36 equal monthly installments on the first day of each month thereafter. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 20:13 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | SaleCommon Shares | 11,579 | $50.02 | $579,181.58 |
DisclosureSEC source: 0000899243-19-019535 · doc4.xml · nonDerivative · entry 2 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.075, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 20:13 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | Exercise / conversionCommon Shares | 11,579 | $5.86 | $67,852.94 |
DisclosureSEC source: 0000899243-19-019535 · doc4.xml · nonDerivative · entry 1 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,579 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. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:17 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | GrantStock Option (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $40.87 | $0.00 |
DisclosureSEC source: 0000899243-19-006657 · doc4.xml · derivative · entry 1 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Shares · 45,000 shares Expires 2029-03-05 F1 · derivative.exercise_date: This option was granted on March 5, 2019 with respect to 45,000 Common Shares. 100% of the shares will vest in 48 equal monthly installments, with the first vesting date of April 5, 2019. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:32 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | GrantStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $29.87 | $0.00 |
DisclosureSEC source: 0000899243-19-000296 · doc4.xml · derivative · entry 2 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Shares · 20,000 shares Expires 2029-01-01 F3 · derivative.exercise_date: 25% of the option shall vest on January 2, 2020, and the remaining 75% of the shares shall vest in 36 equal monthly installments on the final day of each month. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:32 UTC | CRISPR Therapeutics AG CRSP · Entity 3852 | GrantRestricted Stock Units | 20,000 | $29.87 | $597,400.00 |
DisclosureSEC source: 0000899243-19-000296 · doc4.xml · nonDerivative · entry 1 Klein Lawrence Otto · CIK 0001762583 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · security: Each restricted stock unit represents a contingent right to receive one CRSP common share. F2 · security: The restricted stock units shall vest in full on January 2, 2021, subject to continued employment with the company. 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.