Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aardvark Therapeutics, Inc.AARD · Entity 6598 | Director | August 14, 2026 | August 21, 2026 |
| CG Oncology, Inc.CGON · Entity 3735 | Director | June 04, 2026 | June 05, 2026 |
| Epizyme, Inc.EPZM · Entity 12703 | Chief Business Officer | February 09, 2018 | February 13, 2018 |
| Finch Therapeutics Group, Inc.FNCH · Entity 90094 | Director | June 08, 2023 | June 09, 2023 |
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.
Aardvark Therapeutics, Inc.
Report date August 14, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.54 · Expires 2036-08-14 | Direct | 44,964 |
Reported balance
After 2026-08-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 44,964 · Balance 44,964 F1: The option shall vest in full on the earlier of (i) August 14, 2027, and (ii) immediately prior to the Registrant's next Annual Meeting of Stockholders following the date of grant, subject to the Reporting Person's continuous service through the applicable vesting date, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The option shall vest in full on the earlier of (i) August 14, 2027, and (ii) immediately prior to the Registrant's next Annual Meeting of Stockholders following the date of grant, subject to the Reporting Person's continuous service through the applicable vesting date, inclusive.
CG Oncology, Inc.
Report date June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.09 · Expires 2036-06-03 | Direct | 9,354 |
Reported balance
After 2026-06-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 9,354 · Balance 9,354 F1: 1/12th of the total number of shares of common stock subject to the option vest monthly following June 4, 2026, the date of grant (or, in the event the next annual meeting of the Issuer's stockholders occurs prior to the first anniversary of the date of grant, any remaining unvested portion of this stock option will vest on the date of such annual meeting of the Issuer's stockholders), subject to the Reporting Person's continuous service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/12th of the total number of shares of common stock subject to the option vest monthly following June 4, 2026, the date of grant (or, in the event the next annual meeting of the Issuer's stockholders occurs prior to the first anniversary of the date of grant, any remaining unvested portion of this stock option will vest on the date of such annual meeting of the Issuer's stockholders), subject to the Reporting Person's continuous service to the Issuer through each vesting date.
Epizyme, Inc.
Report date February 09, 2018 · Filed February 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2028-02-08 | Direct | 106,344 |
Reported balance
After 2018-02-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-02-09 · Grant · Acquired 106,344 · Balance 106,344 F1: This option was granted on February 9, 2018 pursuant to the Company's 2013 Stock Incentive Plan with respect to 106,344 shares of Common Stock, with 25% vesting on February 9, 2019 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: This option was granted on February 9, 2018 pursuant to the Company's 2013 Stock Incentive Plan with respect to 106,344 shares of Common Stock, with 25% vesting on February 9, 2019 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter.
Finch Therapeutics Group, Inc.
Report date June 08, 2023 · Filed June 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,010 |
Reported balance
After 2023-06-09 transaction · row 1
1 source rowRow 1 · 2023-06-09 · Purchase · Acquired 5,010 · Balance 5,010 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.29 · Expires 2033-06-07 | Direct | 10,000 |
Reported balance
After 2023-06-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-08 · Grant · Acquired 10,000 · Balance 10,000 F1: The shares subject to this option shall vest in twelve equal monthly installments beginning on July 8, 2023, subject to the Reporting Person continuing to provide service through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to this option shall vest in twelve equal monthly installments beginning on July 8, 2023, subject to the Reporting Person continuing to provide service through each such date.
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 14, 2026 Filed Aug 21, 2026 23:46 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | GrantStock Option (right to buy) · Derivative | 44,964 | $0.00 Strike: $6.54 | $0.00 |
DisclosureSEC source: 0001193125-26-361486 · ownership.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,964 Underlying: Common Stock · 44,964 shares Expires 2036-08-14 F1 · derivative.exercise_date: The option shall vest in full on the earlier of (i) August 14, 2027, and (ii) immediately prior to the Registrant's next Annual Meeting of Stockholders following the date of grant, subject to the Reporting Person's continuous service through the applicable vesting date, inclusive. Read SEC document |
| June 04, 2026 Filed Jun 5, 2026 20:30 UTC | CG Oncology, Inc. CGON · Entity 3735 | GrantDirector Stock Option (right to buy) · Derivative | 9,354 | $0.00 Strike: $56.09 | $0.00 |
DisclosureSEC source: 0001193125-26-259688 · ownership.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,354 Underlying: Common Stock · 9,354 shares Expires 2036-06-03 F1 · derivative.exercise_date: 1/12th of the total number of shares of common stock subject to the option vest monthly following June 4, 2026, the date of grant (or, in the event the next annual meeting of the Issuer's stockholders occurs prior to the first anniversary of the date of grant, any remaining unvested portion of this stock option will vest on the date of such annual meeting of the Issuer's stockholders), subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:05 UTC | Aardvark Therapeutics, Inc. AARD · Entity 6598 | GrantStock Option (right to buy) · Derivative | 30,508 | $0.00 Strike: $11.29 | $0.00 |
DisclosureSEC source: 0000950170-25-086138 · ownership.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,508 Underlying: Common Stock · 30,508 shares Expires 2035-06-11 F1 · derivative.exercise_date: The option shall vest in full on June 11, 2026, subject to the Reporting Person's continuous service through the vesting date, inclusive. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:01 UTC | CG Oncology, Inc. CGON · Entity 3735 | GrantDirector Stock Option (right to buy) · Derivative | 24,165 | $0.00 Strike: $26.63 | $0.00 |
DisclosureSEC source: 0000950170-25-083235 · ownership.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,165 Underlying: Common Stock · 24,165 shares Expires 2035-06-04 F1 · derivative.exercise_date: 1/12th of the total number of shares of common stock subject to the option vest monthly following June 5, 2025, the date of grant (or, in the event the next annual meeting of the Issuer's stockholders occurs prior to the first anniversary of the date of grant, any remaining unvested portion of this stock option will vest on the date of such annual meeting of the Issuer's stockholders), subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 21:09 UTC | CG Oncology, Inc. CGON · Entity 3735 | GrantStock Option (Right to Buy) · Derivative | 15,600 | $0.00 Strike: $36.63 | $0.00 |
DisclosureSEC source: 0000950170-24-113314 · ownership.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,600 Underlying: Common Stock · 15,600 shares Expires 2034-10-03 F1 · derivative.exercise_date: 1/12th of the total number of shares of common stock subject to the option vest monthly following October 4, 2024, the date of grant, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| June 09, 2023 Filed Jun 9, 2023 20:15 UTC | Finch Therapeutics Group, Inc. FNCH · Entity 90094 | PurchaseCommon Stock | 5,010 | $0.27 | $1,352.70 |
DisclosureSEC source: 0000899243-23-015177 · doc4.xml · nonDerivative · entry 1 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,010 Read SEC document |
| June 08, 2023 Filed Jun 9, 2023 20:15 UTC | Finch Therapeutics Group, Inc. FNCH · Entity 90094 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $0.29 | $0.00 |
DisclosureSEC source: 0000899243-23-015177 · doc4.xml · derivative · entry 2 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2033-06-07 F1 · derivative.exercise_date: The shares subject to this option shall vest in twelve equal monthly installments beginning on July 8, 2023, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 21:04 UTC | Finch Therapeutics Group, Inc. FNCH · Entity 90094 | GrantStock Option (right to buy) · Derivative | 44,843 | $0.00 Strike: $2.79 | $0.00 |
DisclosureSEC source: 0000899243-22-022619 · doc4.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,843 Underlying: Common Stock · 44,843 shares Expires 2032-06-12 F1 · derivative.exercise_date: The shares subject to this option shall vest in twelve equal monthly installments beginning on July 13, 2022, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 21:12 UTC | Finch Therapeutics Group, Inc. FNCH · Entity 90094 | GrantStock Option (right to buy) · Derivative | 23,419 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028601 · doc4.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,419 Underlying: Common Stock · 23,419 shares Expires 2031-04-22 F1 · derivative.exercise_date: One-third (1/3rd) of the shares subject to the option vest on April 23, 2022, and the remaining shares subject to the option shall vest in twenty-four (24) equal monthly installments thereafter, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 17:05 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantStock Option (Right to Buy) · Derivative | 106,344 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009635 · doc4.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,344 Underlying: Common Stock · 106,344 shares Expires 2028-02-08 F1 · derivative.exercise_date: This option was granted on February 9, 2018 pursuant to the Company's 2013 Stock Incentive Plan with respect to 106,344 shares of Common Stock, with 25% vesting on February 9, 2019 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 17:55 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantStock Option (Right to Buy) · Derivative | 109,866 | $0.00 Strike: $12.45 | $0.00 |
DisclosureSEC source: 0001209191-17-009197 · doc4.xml · derivative · entry 1 Graf Susan E · CIK 0001577637 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,866 Underlying: Common Stock · 109,866 shares Expires 2027-02-07 F1 · derivative.exercise_date: This option was granted on February 8, 2017 pursuant to the Company's 2013 Stock Incentive Plan with respect to 109,866 shares of Common Stock, with 25% vesting on February 8, 2018 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. 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.