Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atrium Therapeutics, Inc.RNA · Entity 6185 | Director | February 27, 2026 | March 02, 2026 |
| Kura Oncology, Inc.KURA · Entity 4871 | Director · President and CEO | August 24, 2026 | August 24, 2026 |
| PUMA BIOTECHNOLOGY, INC.PBYI · Entity 5478 | Director | September 14, 2026 | September 17, 2026 |
| Zosano Pharma CorpZSAN · Entity 12518 | Director | January 02, 2019 | July 18, 2019 |
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.
Atrium Therapeutics, Inc.
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.75 · Expires 2036-02-27 | Direct | 20,000 |
Reported balance
After 2026-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 20,000 · Balance 20,000 F1: The options were granted on February 27, 2026 and the shares underlying the options vest in equal monthly installments over the three years following the grant date, subject to the Reporting Person's continuous service to the Issuer on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The options were granted on February 27, 2026 and the shares underlying the options vest in equal monthly installments over the three years following the grant date, subject to the Reporting Person's continuous service to the Issuer on each such vesting date.
Kura Oncology, Inc.
Report date August 24, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby One Fish Two Fish Revocable Trust | 479,194 |
Reported balance
After 2026-08-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-24 · Purchase · Acquired 100,000 · Balance 479,194 F1: This transaction was executed in multiple trades at prices ranging from $11.47 to $12.85. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | Indirectby Lorax Charitable Remainder Unitrust | 300,000 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 300,000 |
| Common StockSEC Table I · non-derivative | Direct | 435,456 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 435,456 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $11.47 to $12.85. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
PUMA BIOTECHNOLOGY, INC.
Report date September 14, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,750 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 5,000 · Balance 54,750 F1: Adoption date of referenced 10b5-1(c) plan is: 06-15-2026 |
| Common StockSEC Table I · non-derivative | IndirectBy Child #1 | 400 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 400 |
| Common StockSEC Table I · non-derivative | IndirectBy Child #2 | 150 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 150 |
Filing footnotes · ownership attribution and instrument terms
F1: Adoption date of referenced 10b5-1(c) plan is: 06-15-2026
Zosano Pharma Corp
Report date January 02, 2019 · Filed July 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.34 · Expires 2029-01-02 | Direct | 1,500 |
Reported balance
After 2019-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-01-02 · Grant · Acquired 1,500 · Balance 1,500 F1: The shares underlying the option shall vest on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying the option shall vest on the first anniversary of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Avidity Biosciences, Inc.
Report date February 27, 2026 · Filed February 27, 2026
Section 16 reporting ended · disclosed 2026-02-27. 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 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Disposition to issuer · Disposed 65,091 · Balance 0 F1: The reported securities represent shares of Common Stock (inclusive of shares of Common Stock issuable upon settlement of previously reported restricted stock units) disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of October 25, 2025 (the "Merger Agreement"), among Novartis AG ("Novartis"), Ajax Acquisition Sub, Inc., an indirect wholly owned subsidiary of Novartis, and the Issuer. |
| Common StockSEC Table I · non-derivative | IndirectBy family trust | 0 |
Reported balance
After 2026-02-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-02-27 · Disposition to issuer · Disposed 13,711 · Balance 0 F1: The reported securities represent shares of Common Stock (inclusive of shares of Common Stock issuable upon settlement of previously reported restricted stock units) disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of October 25, 2025 (the "Merger Agreement"), among Novartis AG ("Novartis"), Ajax Acquisition Sub, Inc., an indirect wholly owned subsidiary of Novartis, and the Issuer. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.62 · Expires 2035-06-09 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-27 · Disposition to issuer · Disposed 10,034 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.96 · Expires 2034-06-12 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-27 · Disposition to issuer · Disposed 13,489 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.09 · Expires 2031-06-15 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-27 · Disposition to issuer · Disposed 15,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent shares of Common Stock (inclusive of shares of Common Stock issuable upon settlement of previously reported restricted stock units) disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of October 25, 2025 (the "Merger Agreement"), among Novartis AG ("Novartis"), Ajax Acquisition Sub, Inc., an indirect wholly owned subsidiary of Novartis, and the Issuer.
F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price.
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 |
|---|---|---|---|---|---|---|
| April 21, 2017 Filed Apr 24, 2017 21:04 UTC | Kura Oncology, Inc. KURA · Entity 4871 | Exercise / conversionCommon Stock | 5,000 | $4.80 | $24,000.00 |
DisclosureSEC source: 0001209191-17-027996 · doc4.xml · nonDerivative · entry 1 WILSON TROY EDWARD · CIK 0001589597 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 |
| January 23, 2017 Filed Jan 25, 2017 22:25 UTC | Kura Oncology, Inc. KURA · Entity 4871 | GrantOption to purchase common stock · Derivative | 236,000 | $0.00 Strike: $6.15 | $0.00 |
DisclosureSEC source: 0001209191-17-005555 · doc4.xml · derivative · entry 1 WILSON TROY EDWARD · CIK 0001589597 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,000 Underlying: Common Stock · 236,000 shares Expires 2027-01-22 F1 · derivative.exercise_date: This option vests in 48 equal monthly installments commencing on the grant date. Read SEC document |
| December 05, 2016 Filed Feb 3, 2017 21:05 UTC | Kura Oncology, Inc. KURA · Entity 4871 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007561 · doc5.xml · nonDerivative · entry 1 WILSON TROY EDWARD · CIK 0001589597 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Red Fish Blue Fish Revocable Trust Disclosed balance after: 1,735,991 F1 · kind: This is a bona fide gift transaction exempt under Section 16(b). This transaction did not involve the sale of securities. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 22:51 UTC | PUMA BIOTECHNOLOGY, INC. PBYI · Entity 5478 | GrantStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $40.10 | $0.00 |
DisclosureSEC source: 0001209191-16-150637 · doc4.xml · derivative · entry 1 WILSON TROY EDWARD · CIK 0001589597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2026-11-13 F1 · derivative.exercise_date: The vesting commencement date ("VCD") of the option is November 14, 2016. The option vests (i) with respect to one-third (1/3rd) of the shares subject thereto on the first anniversary of the VCD and (ii) with respect to an additional 1/36th of the shares subject thereto on each monthly anniversary of the VCD thereafter, subject to the Reporting Person's continued service with the Issuer through each vesting date. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 17:42 UTC | Zosano Pharma Corp ZSAN · Entity 12518 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $0.58 | $0.00 |
DisclosureSEC source: 0001209191-16-148487 · doc4.xml · derivative · entry 1 WILSON TROY EDWARD · CIK 0001589597 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2026-11-02 F1 · derivative.exercise_date: The shares underlying the option vest over one year in 12 equal monthly installments, beginning on November 1, 2016. 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.