Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lexeo Therapeutics, Inc.LXEO · Entity 5687 | Director · Chief Executive Officer | September 24, 2026 | September 28, 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.
Lexeo Therapeutics, Inc.
Report date September 24, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 376,778 |
Reported balance
After 2026-09-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 2,306 · Balance 376,778 F1: The reporting person is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Lexeo Therapeutics, Inc. 2023 Employee Stock Purchase Plan. This transaction is exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2: Includes 242,911 Restricted Stock Units. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.39 · Expires 2036-09-23 | Direct | 145,500 |
Reported balance
After 2026-09-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-24 · Grant · Acquired 145,500 · Balance 145,500 F3: 25% of the shares underlying the option vest and become exercisable on September 24, 2027, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Lexeo Therapeutics, Inc. 2023 Employee Stock Purchase Plan. This transaction is exempt under both Rule 16b-3(c) and Rule 16b-3(d).
F2: Includes 242,911 Restricted Stock Units.
F3: 25% of the shares underlying the option vest and become exercisable on September 24, 2027, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service.
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 13, 2024 Filed May 14, 2024 20:04 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | Exercise / conversionCommon Stock | 5,000 | $2.33 | $11,650.00 |
DisclosureSEC source: 0000950170-24-059506 · ownership.xml · nonDerivative · entry 1 Townsend Richard Nolan · CIK 0001995218 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 175,695 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 · kind: The exercises and sales in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 19, 2023. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 23:52 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (Right to Buy) · Derivative | 262,500 | $0.00 Strike: $14.48 | $0.00 |
DisclosureSEC source: 0000950170-24-003466 · ownership.xml · derivative · entry 2 Townsend Richard Nolan · CIK 0001995218 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 262,500 Underlying: Common Stock · 262,500 shares Expires 2034-01-04 F3 · derivative.exercise_date: 25% of the shares underlying the option shall vest on January 5, 2025, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 23:52 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-003466 · ownership.xml · nonDerivative · entry 1 Townsend Richard Nolan · CIK 0001995218 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 170,695 F1 · shares: The reported securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. Twenty-five percent (25%) of the RSUs shall vest on February 15, 2025, and 1/16th of the RSUs shall vest in quarterly installments thereafter on the Issuer's standard quarterly vesting dates, subject to the Reporting Person's continued service through each applicable vesting date. F2 · balance_after: Total represents 126,945 shares of Common Stock and 43,750 RSUs. 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.