Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atreca, Inc.BCEL · Entity 91940 | GENERAL COUNSEL & SECRETARY | September 01, 2023 | April 03, 2024 |
| Maze Therapeutics, Inc.MAZE · Entity 1775 | GC and Corp. Secretary | September 02, 2026 | September 04, 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.
Atreca, Inc.
Report date September 01, 2023 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 50,431 |
Reported balance
After 2023-09-01 transaction · row 1
1 source rowRow 1 · 2023-09-01 · Sale · Disposed 7,061 · Balance 50,431 F1: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. The sale occurred automatically to satisfy the tax withholding obligations to be funded by a "sell to cover" and does not represent a discretionary trade by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. The sale occurred automatically to satisfy the tax withholding obligations to be funded by a "sell to cover" and does not represent a discretionary trade by the Reporting Person.
Maze Therapeutics, Inc.
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,007 |
Ending reported balance
After 2026-09-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-09-02 · Sale · Disposed 1,738 · Balance 9,262 F1: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.03 to $27.00 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 3 and 4 of this Form 4. Row 2 · 2026-09-02 · Sale · Disposed 243 · Balance 9,019 F1: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.055 to $27.40 per share, inclusive. Row 3 · 2026-09-03 · Sale · Disposed 1,990 · Balance 7,029 F1: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.743 to $26.65 per share, inclusive. Row 4 · 2026-09-03 · Sale · Disposed 22 · Balance 7,007 F1: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.03 to $27.00 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 3 and 4 of 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 $27.055 to $27.40 per share, inclusive.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.743 to $26.65 per share, inclusive.
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 03, 2026 Filed Sep 4, 2026 20:27 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | SaleCommon Stock | 22 | $25.78 | $567.16 |
DisclosureSEC source: 0001782758-26-000008 · form4-09042026_080910.xml · nonDerivative · entry 4 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,007 F1 · kind: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units. Read SEC document |
| September 03, 2026 Filed Sep 4, 2026 20:27 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | SaleCommon Stock | 1,990 | $26.01 | $51,766.47 |
DisclosureSEC source: 0001782758-26-000008 · form4-09042026_080910.xml · nonDerivative · entry 3 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,029 F1 · kind: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.743 to $26.65 per share, inclusive. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 20:27 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | SaleCommon Stock | 243 | $27.12 | $6,590.43 |
DisclosureSEC source: 0001782758-26-000008 · form4-09042026_080910.xml · nonDerivative · entry 2 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,019 F1 · kind: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.055 to $27.40 per share, inclusive. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 20:27 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | SaleCommon Stock | 1,738 | $26.38 | $45,841.49 |
DisclosureSEC source: 0001782758-26-000008 · form4-09042026_080910.xml · nonDerivative · entry 1 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,262 F1 · kind: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.03 to $27.00 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 3 and 4 of this Form 4. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:31 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | Exercise / conversionRestricted Stock Units · Derivative | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001782758-26-000006 · form4-09032026_080954.xml · derivative · entry 2 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 11,000 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F2 · derivative.exercise_date: The award vested or vests as to 1/2 of the total award on September 1, 2026 and September 1, 2027, subject to the reporting person's continued service to the Issuer on each vesting date. F3 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:31 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | Exercise / conversionCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001782758-26-000006 · form4-09032026_080954.xml · nonDerivative · entry 1 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 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 02, 2026 Filed Mar 3, 2026 16:28 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | GrantRestricted Stock Units · Derivative | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001782758-26-000002 · form4-03032026_090337.xml · derivative · entry 2 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 16,000 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The restricted stock unit award shall vest in ratable increments of 1/4 of the total award, with the first tranche vesting on March 1, 2027, and vesting thereafter on the one year anniversary of such date, subject to the reporting person's continued service to the Issuer on each vesting date. F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 16:28 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | GrantStock Option (Right to Buy) · Derivative | 32,000 | $0.00 Strike: $45.61 | $0.00 |
DisclosureSEC source: 0001782758-26-000002 · form4-03032026_090337.xml · derivative · entry 1 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,000 Underlying: Common Stock · 32,000 shares Expires 2036-03-01 F1 · derivative.exercise_date: The option award shall vest as to 1/48 of the total award monthly, with the first tranche vesting on April 1, 2026, subject to the reporting person's continued service to the Issuer on each vesting date. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 16:28 UTC | Maze Therapeutics, Inc. MAZE · Entity 1775 | GrantRestricted Stock Units · Derivative | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001782758-25-000005 · form4-09242025_080937.xml · derivative · entry 1 Courtney Phillips · CIK 0001782758 · GC and Corp. Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Stock · 22,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F2 · derivative.exercise_date: The award shall vest as to 1/2 of the total award on September 1, 2026 and September 1, 2027, subject to the reporting person's continued service to the Issuer on each vesting date. F3 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| September 01, 2023 Filed Apr 3, 2024 21:33 UTC | Atreca, Inc. BCEL · Entity 91940 | SaleClass A Common Stock | 7,061 | $0.37 | $2,645.05 |
DisclosureSEC source: 0001415889-24-010236 · form4-04042024_010427.xml · nonDerivative · entry 1 Courtney Phillips · CIK 0001782758 · GENERAL COUNSEL & SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,431 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. The sale occurred automatically to satisfy the tax withholding obligations to be funded by a "sell to cover" and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 18:53 UTC | Atreca, Inc. BCEL · Entity 91940 | SaleClass A Common Stock | 4,076 | $0.95 | $3,881.17 |
DisclosureSEC source: 0001209191-23-044682 · doc4.xml · nonDerivative · entry 1 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,492 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. The sale occurred automatically to satisfy the tax withholding obligations to be funded by a "sell to cover" and does not represent a discretionary trade by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.92 to $0.97 per share, 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 set forth in this footnote. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 20:55 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantEmployee stock option (right to buy) · Derivative | 130,000 | $0.00 Strike: $1.49 | $0.00 |
DisclosureSEC source: 0001209191-23-008954 · doc4.xml · derivative · entry 2 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Class A Common Stock · 130,000 shares Expires 2033-02-08 F2 · derivative.exercise_date: 1/48 of the Option vests in equal monthly installments as measured from January 1, 2023. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 20:55 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantClass A Common Stock | 32,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008954 · doc4.xml · nonDerivative · entry 1 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,568 F1 · shares: The reporting person received an award of 32,500 restricted stock units on February 9, 2023, vesting in three equal annual installments beginning on August 1, 2023. Each restricted stock unit represents a right to receive one share of Atreca Class A Common Stock upon vesting. Read SEC document |
| September 02, 2022 Filed Sep 20, 2022 18:11 UTC | Atreca, Inc. BCEL · Entity 91940 | SaleClass A Common Stock | 6,432 | $1.78 | $11,418.09 |
DisclosureSEC source: 0001209191-22-050776 · doc4.xml · nonDerivative · entry 1 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,068 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. The sale occurred automatically to satisfy the tax withholding obligations to be funded by a "sell to cover" and does not represent a discretionary trade by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.74 to $1.83 per share, 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 set forth in this footnote. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 19:17 UTC | Atreca, Inc. BCEL · Entity 91940 | Disposition to issuerEmployee stock option (right to buy) · Derivative | 65,000 | $0.00 Strike: $22.07 | $0.00 |
DisclosureSEC source: 0001209191-22-037117 · doc4.xml · derivative · entry 8 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 65,000 shares Expires 2030-02-25 F5 · derivative.exercise_date: 6/48 of the Option vests on 7/1/2020 and 1/48 of the Option vests in equal monthly installments as measured from 7/1/2020. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 19:17 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantEmployee stock option (right to buy) · Derivative | 65,000 | Not disclosed Strike: $1.85 | Not disclosed |
DisclosureSEC source: 0001209191-22-037117 · doc4.xml · derivative · entry 7 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Class A Common Stock · 65,000 shares Expires 2030-02-25 F2 · price: The transactions reported herein reflect a one-time stock option repricing effective on June 13, 2022 (the "Option Repricing"). The Option Repricing applies to options with exercise prices greater than or equal to $9.00 per share held by all employees of the Issuer as of June 13, 2022. Pursuant to the Option Repricing, the exercise price of the repriced options, including the Option, has been amended to reduce the exercise price to $1.845 per share, the closing price of the Issuer's Class A common stock on the Nasdaq Global Select Market as of the date of the Option Repricing. There have been no other changes to the terms of the repriced options, including the Option. The Option Repricing does not apply to options held by non-employee directors of the Issuer. F5 · derivative.exercise_date: 6/48 of the Option vests on 7/1/2020 and 1/48 of the Option vests in equal monthly installments as measured from 7/1/2020. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 19:17 UTC | Atreca, Inc. BCEL · Entity 91940 | Disposition to issuerEmployee stock option (right to buy) · Derivative | 91,666 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037117 · doc4.xml · derivative · entry 6 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 91,666 shares Expires 2029-06-16 F4 · derivative.exercise_date: 1/4 of the Option vests on 6/10/2020 and 1/48 of the Option vests in equal monthly installments as measured from 6/10/2020. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 19:17 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantEmployee stock option (right to buy) · Derivative | 91,666 | Not disclosed Strike: $1.85 | Not disclosed |
DisclosureSEC source: 0001209191-22-037117 · doc4.xml · derivative · entry 5 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,666 Underlying: Class A Common Stock · 91,666 shares Expires 2029-06-16 F2 · price: The transactions reported herein reflect a one-time stock option repricing effective on June 13, 2022 (the "Option Repricing"). The Option Repricing applies to options with exercise prices greater than or equal to $9.00 per share held by all employees of the Issuer as of June 13, 2022. Pursuant to the Option Repricing, the exercise price of the repriced options, including the Option, has been amended to reduce the exercise price to $1.845 per share, the closing price of the Issuer's Class A common stock on the Nasdaq Global Select Market as of the date of the Option Repricing. There have been no other changes to the terms of the repriced options, including the Option. The Option Repricing does not apply to options held by non-employee directors of the Issuer. F4 · derivative.exercise_date: 1/4 of the Option vests on 6/10/2020 and 1/48 of the Option vests in equal monthly installments as measured from 6/10/2020. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 19:17 UTC | Atreca, Inc. BCEL · Entity 91940 | Disposition to issuerEmployee stock option (right to buy) · Derivative | 45,000 | $0.00 Strike: $16.74 | $0.00 |
DisclosureSEC source: 0001209191-22-037117 · doc4.xml · derivative · entry 4 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 45,000 shares Expires 2029-07-10 F3 · derivative.exercise_date: 1/4 of the Option vests on 6/10/2020 and 1/48 of the Option vests in equal monthly installments as measured from 6/10/2020. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 19:17 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantEmployee stock option (right to buy) · Derivative | 45,000 | Not disclosed Strike: $1.85 | Not disclosed |
DisclosureSEC source: 0001209191-22-037117 · doc4.xml · derivative · entry 3 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Class A Common Stock · 45,000 shares Expires 2029-07-10 F2 · price: The transactions reported herein reflect a one-time stock option repricing effective on June 13, 2022 (the "Option Repricing"). The Option Repricing applies to options with exercise prices greater than or equal to $9.00 per share held by all employees of the Issuer as of June 13, 2022. Pursuant to the Option Repricing, the exercise price of the repriced options, including the Option, has been amended to reduce the exercise price to $1.845 per share, the closing price of the Issuer's Class A common stock on the Nasdaq Global Select Market as of the date of the Option Repricing. There have been no other changes to the terms of the repriced options, including the Option. The Option Repricing does not apply to options held by non-employee directors of the Issuer. F3 · derivative.exercise_date: 1/4 of the Option vests on 6/10/2020 and 1/48 of the Option vests in equal monthly installments as measured from 6/10/2020. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 19:17 UTC | Atreca, Inc. BCEL · Entity 91940 | Disposition to issuerEmployee stock option (right to buy) · Derivative | 80,000 | $0.00 Strike: $13.97 | $0.00 |
DisclosureSEC source: 0001209191-22-037117 · doc4.xml · derivative · entry 2 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 80,000 shares Expires 2031-01-26 F1 · derivative.exercise_date: 1/48 of the Option vests in equal monthly installments as measured from 1/1/2021. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 19:17 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantEmployee stock option (right to buy) · Derivative | 80,000 | Not disclosed Strike: $1.85 | Not disclosed |
DisclosureSEC source: 0001209191-22-037117 · doc4.xml · derivative · entry 1 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Common Stock · 80,000 shares Expires 2031-01-26 F2 · price: The transactions reported herein reflect a one-time stock option repricing effective on June 13, 2022 (the "Option Repricing"). The Option Repricing applies to options with exercise prices greater than or equal to $9.00 per share held by all employees of the Issuer as of June 13, 2022. Pursuant to the Option Repricing, the exercise price of the repriced options, including the Option, has been amended to reduce the exercise price to $1.845 per share, the closing price of the Issuer's Class A common stock on the Nasdaq Global Select Market as of the date of the Option Repricing. There have been no other changes to the terms of the repriced options, including the Option. The Option Repricing does not apply to options held by non-employee directors of the Issuer. F1 · derivative.exercise_date: 1/48 of the Option vests in equal monthly installments as measured from 1/1/2021. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| December 23, 2021 Filed Dec 28, 2021 18:52 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantEmployee stock option (right to buy) · Derivative | 80,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001209191-21-071427 · doc4.xml · derivative · entry 2 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Common Stock · 80,000 shares Expires 2031-12-22 F1 · derivative.exercise_date: 1/48 of the Option vests in equal monthly installments as measured from 12/1/2021. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Early Exercise is not permitted. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 21:44 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantClass A Common Stock | 35,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055807 · doc4.xml · nonDerivative · entry 1 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,500 F1 · shares: The shares of common stock are to be acquired upon the vesting of a restricted stock unit award granted to the Reporting Person. The restricted stock unit award shall vest as follows: vest over two years (vesting commencement date = September 1, 2021), with a one-year cliff as follows: on the first anniversary of the vesting commencement date, 50% of the restricted stock unit award shall vest, and on the second anniversary of the vesting commencement date, 50% of the restricted stock unit award shall vest. In total, 100% of the restricted stock unit award shall be vested on the second anniversary of the vesting commencement date. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 20:29 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantEmployee stock option (right to buy) · Derivative | 80,000 | $0.00 Strike: $13.97 | $0.00 |
DisclosureSEC source: 0001209191-21-006341 · doc4.xml · derivative · entry 1 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Common Stock · 80,000 shares Expires 2031-01-26 F1 · derivative.exercise_date: 1/48 of the Option vests in equal monthly installments as measured from 1/1/2021. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 17:27 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantEmployee stock option (right to buy) · Derivative | 65,000 | $0.00 Strike: $22.07 | $0.00 |
DisclosureSEC source: 0001209191-20-014063 · doc4.xml · derivative · entry 1 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Class A Common Stock · 65,000 shares Expires 2030-02-25 F1 · derivative.exercise_date: 6/48 of the Option vests on 7/1/2020 and 1/48 of the Option vests in equal monthly installments as measured from 7/1/2020. If applicable, vesting accelerates as provided in, and subject to the terms and conditions of, that certain Executive Employment Agreement between the Issuer and the Reporting Person, as may be amended from time to time. Read SEC document |
| July 11, 2019 Filed Jul 17, 2019 17:43 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $16.74 | $0.00 |
DisclosureSEC source: 0001209191-19-042477 · doc4.xml · derivative · entry 1 Courtney Phillips · CIK 0001782758 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Class A Common Stock · 45,000 shares Expires 2029-07-10 F1 · derivative.exercise_date: 1/4 of the Option vests on 6/10/2020 and 1/48 of the Option vests in equal monthly installments as measured from 6/10/2020. 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.