Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lexeo Therapeutics, Inc.LXEO · Entity 5687 | Chief Operating 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 | 138,288 |
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 2,110 · Balance 138,288 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 97,026 Restricted Stock Units. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.39 · Expires 2036-09-23 | Direct | 54,750 |
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 54,750 · Balance 54,750 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 97,026 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 |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 28, 2026 21:15 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 54,750 | $0.00 Strike: $3.39 | $0.00 |
DisclosureSEC source: 0002024096-26-000015 · form4-09282026_050904.xml · derivative · entry 2 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,750 Underlying: Common Stock · 54,750 shares Expires 2036-09-23 F3 · derivative.exercise_date: 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. Read SEC document |
| September 14, 2026 Filed Sep 28, 2026 21:15 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 2,110 | $2.64 | $5,578.84 |
DisclosureSEC source: 0002024096-26-000015 · form4-09282026_050904.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,288 F1 · shares: 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 · balance_after: Includes 97,026 Restricted Stock Units. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:00 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 1,304 | $4.96 | $6,464.06 |
DisclosureSEC source: 0002024096-26-000013 · form4-08192026_050801.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,178 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $4.94 to $5.01. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · balance_after: Includes 97,026 Restricted Stock Units. Read SEC document |
| July 01, 2026 Filed Jul 1, 2026 22:49 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 4,666 | $4.48 | $20,903.68 |
DisclosureSEC source: 0002024096-26-000011 · form4-07012026_100702.xml · nonDerivative · entry 2 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,482 F1 · kind: Represents a sale to cover tax obligations on the release of performance Restricted Stock Units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $4.35 to $4.73. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · balance_after: Includes 100,621 RSUs. Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. Read SEC document |
| June 29, 2026 Filed Jul 1, 2026 22:49 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 12,060 | $0.00 | $0.00 |
DisclosureSEC source: 0002024096-26-000011 · form4-07012026_100702.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,148 Read SEC document |
| May 18, 2026 Filed May 20, 2026 20:30 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 1,302 | $5.07 | $6,606.35 |
DisclosureSEC source: 0002024096-26-000009 · form4-05202026_040507.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,088 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $5.06 to $5.11. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · balance_after: Includes 100,621 Restricted Stock Units. Read SEC document |
| March 13, 2026 Filed Mar 18, 2026 01:14 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 5,930 | $2.64 | $15,678.92 |
DisclosureSEC source: 0002024096-26-000007 · form4-03182026_010330.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,390 F1 · shares: 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 · balance_after: Includes 104,216 restricted stock units. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 22:05 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 3,016 | $6.40 | $19,293.96 |
DisclosureSEC source: 0002024096-26-000005 · form4-02202026_050205.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,460 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $6.22 to $6.47. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · balance_after: Includes 104,216 Restricted Stock Units. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 22:00 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 260,000 | $0.00 Strike: $7.27 | $0.00 |
DisclosureSEC source: 0002024096-26-000002 · form4-02062026_050203.xml · derivative · entry 2 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,000 Underlying: Common Stock · 260,000 shares Expires 2036-02-03 F3 · derivative.exercise_date: 25% of the shares underlying the option vest and become exercisable on February 4, 2027, 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 |
| February 04, 2026 Filed Feb 6, 2026 22:00 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 65,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002024096-26-000002 · form4-02062026_050203.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,476 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, 2027, 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: Includes 112,733 RSUs. Read SEC document |
| November 18, 2025 Filed Feb 20, 2026 22:05 UTC Amendment | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 721 | $9.27 | $6,683.67 |
DisclosureSEC source: 0002024096-26-000004 · form4a-02202026_050201.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,476 F1 · date: On November 20, 2025, the reporting person filed a Form 4 which inadvertently reported that a sale to cover tax obligations occurred on August 18, 2025. In fact, as reported in this amendment, the sale occurred on November 18, 2025. F2 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F3 · price: This transaction was executed in multiple trades at prices ranging from $9.09 to $9.37. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F4 · balance_after: Includes 47,733 RSUs. Read SEC document |
| October 17, 2025 Filed Oct 17, 2025 23:28 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 24 | $9.56 | $229.46 |
DisclosureSEC source: 0002024096-25-000003 · form4-10172025_111011.xml · nonDerivative · entry 3 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,197 F1 · kind: Represents a sale to cover tax obligations on the release of Restricted Stock Units ("RSUs"). F3 · price: This transaction was executed in multiple trades at prices ranging from $9.53 to $9.59. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F4 · balance_after: Includes 49,687 RSUs. Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. Read SEC document |
| October 17, 2025 Filed Oct 17, 2025 23:28 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 2,091 | $8.94 | $18,683.09 |
DisclosureSEC source: 0002024096-25-000003 · form4-10172025_111011.xml · nonDerivative · entry 2 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,221 F1 · kind: Represents a sale to cover tax obligations on the release of Restricted Stock Units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $8.53 to $9.52. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 23:28 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 5,940 | $0.00 | $0.00 |
DisclosureSEC source: 0002024096-25-000003 · form4-10172025_111011.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,312 Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 21:05 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 2,848 | $4.67 | $13,294.46 |
DisclosureSEC source: 0001415889-25-022479 · form4-08202025_090801.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,372 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · balance_after: Includes 49,687 RSUs. Read SEC document |
| August 18, 2025 Filed Nov 20, 2025 22:14 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 721 | $9.27 | $6,683.67 |
DisclosureSEC source: 0002024096-25-000005 · form4-11202025_101149.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,476 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $9.09 to $9.37. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · balance_after: Includes 47,733 RSUs. Read SEC document |
| March 14, 2025 Filed Apr 9, 2025 21:48 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 5,720 | $2.61 | $14,929.20 |
DisclosureSEC source: 0001415889-25-010505 · form4-04092025_090458.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,220 F1 · shares: 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 · balance_after: Includes 57,500 restricted stock units. Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 21:55 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 52,500 | $0.00 Strike: $7.33 | $0.00 |
DisclosureSEC source: 0001415889-25-001286 · form4-01102025_040108.xml · derivative · entry 2 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,500 Underlying: Common Stock · 52,500 shares Expires 2035-01-06 F3 · derivative.exercise_date: 25% of the shares underlying the option vest and become exercisable on January 7, 2026, 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 07, 2025 Filed Jan 10, 2025 21:55 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 26,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-001286 · form4-01102025_040108.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,500 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, 2026, 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: The reported securities are RSUs. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 13:04 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (Right to Buy) · Derivative | 187,500 | $0.00 Strike: $18.19 | $0.00 |
DisclosureSEC source: 0000950170-24-073371 · ownership.xml · derivative · entry 2 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 187,500 Underlying: Common Stock · 187,500 shares Expires 2034-06-11 F2 · derivative.exercise_date: 25% of the shares underlying the option shall vest on May 20, 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 |
| June 12, 2024 Filed Jun 14, 2024 13:04 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073371 · ownership.xml · nonDerivative · entry 1 Otero Jose Manuel · CIK 0002024096 · Chief Technical Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,250 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 August 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. 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.