Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invivyd, Inc.IVVD · Entity 721 | Chief Scientific Officer | August 15, 2026 | August 19, 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.
Invivyd, Inc.
Report date August 15, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 178,765 |
Ending reported balance
After 2026-08-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-15 · Exercise / conversion · Acquired 102,000 · Balance 216,487 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company"). Row 2 · 2026-08-17 · Sale · Disposed 20,679 · Balance 195,808 F2: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025. F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.682 to $0.830, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (3) to this Form 4. Row 3 · 2026-08-18 · Sale · Disposed 17,043 · Balance 178,765 F2: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025. F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.760 to $0.872, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (4) to this Form 4. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-15 · Exercise / conversion · Disposed 102,000 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company"). F5: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company").
F2: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.682 to $0.830, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (3) to this Form 4.
F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.760 to $0.872, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (4) to this Form 4.
F5: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting 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 18, 2026 Filed Aug 19, 2026 00:10 UTC | Invivyd, Inc. IVVD · Entity 721 | SaleCommon Stock | 17,043 | $0.84 | $14,365.54 |
DisclosureSEC source: 0001193125-26-355911 · ownership.xml · nonDerivative · entry 3 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 178,765 F2 · shares: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.760 to $0.872, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (4) to this Form 4. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 00:10 UTC | Invivyd, Inc. IVVD · Entity 721 | SaleCommon Stock | 20,679 | $0.72 | $14,930.24 |
DisclosureSEC source: 0001193125-26-355911 · ownership.xml · nonDerivative · entry 2 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 195,808 F2 · shares: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.682 to $0.830, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (3) to this Form 4. Read SEC document |
| August 15, 2026 Filed Aug 19, 2026 00:10 UTC | Invivyd, Inc. IVVD · Entity 721 | Exercise / conversionRestricted Stock Units · Derivative | 102,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-355911 · ownership.xml · derivative · entry 4 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 102,000 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 ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company"). F5 · derivative.exercise_date: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. F5 · derivative.expiration_date: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. Read SEC document |
| August 15, 2026 Filed Aug 19, 2026 00:10 UTC | Invivyd, Inc. IVVD · Entity 721 | Exercise / conversionCommon Stock | 102,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-355911 · ownership.xml · nonDerivative · entry 1 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 216,487 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company"). Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 01:56 UTC | Invivyd, Inc. IVVD · Entity 721 | SaleCommon Stock | 19,392 | $1.58 | $30,596.70 |
DisclosureSEC source: 0001193125-26-057828 · ownership.xml · nonDerivative · entry 3 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 114,487 F2 · shares: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $1.550 to $1.595, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (4) to this Form 4. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 01:56 UTC | Invivyd, Inc. IVVD · Entity 721 | SaleCommon Stock | 18,189 | $1.54 | $28,003.78 |
DisclosureSEC source: 0001193125-26-057828 · ownership.xml · nonDerivative · entry 2 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 133,879 F2 · shares: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $1.505 to $1.590, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (3) to this Form 4. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 01:56 UTC | Invivyd, Inc. IVVD · Entity 721 | Exercise / conversionRestricted Stock Units · Derivative | 99,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057828 · ownership.xml · derivative · entry 4 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 102,000 Underlying: Common Stock · 99,000 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 ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company"). F5 · derivative.exercise_date: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. F5 · derivative.expiration_date: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 01:56 UTC | Invivyd, Inc. IVVD · Entity 721 | Exercise / conversionCommon Stock | 99,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057828 · ownership.xml · nonDerivative · entry 1 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,068 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company"). Read SEC document |
| January 29, 2026 Filed Jan 30, 2026 21:13 UTC | Invivyd, Inc. IVVD · Entity 721 | GrantStock Option (Right to Buy) · Derivative | 625,000 | $0.00 Strike: $1.85 | $0.00 |
DisclosureSEC source: 0001193125-26-031819 · ownership.xml · derivative · entry 1 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,000 Underlying: Common Stock · 625,000 shares Expires 2036-01-28 F1 · derivative.exercise_date: This option vests over a three-year period, with 1/36th of the shares subject to the option vesting in substantially equal monthly installments measured from one month following the grant date of January 29, 2026, subject to the Reporting Person's continuous service as of each vesting date. Read SEC document |
| August 19, 2025 Filed Aug 20, 2025 01:20 UTC | Invivyd, Inc. IVVD · Entity 721 | SaleCommon Stock | 27,420 | $0.57 | $15,536.17 |
DisclosureSEC source: 0000950170-25-110339 · ownership.xml · nonDerivative · entry 3 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,068 F2 · shares: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.5524 to $0.6040, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (4) to this Form 4. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 01:20 UTC | Invivyd, Inc. IVVD · Entity 721 | SaleCommon Stock | 18,512 | $0.65 | $12,036.50 |
DisclosureSEC source: 0000950170-25-110339 · ownership.xml · nonDerivative · entry 2 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,488 F2 · shares: The sales reported on this Form 4 represent shares sold to satisfy the Reporting Person's tax withholding obligations upon vesting of an RSU award in non-discretionary "sell-to-cover" transactions pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on February 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.5801 to $0.7134, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company, or the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (3) to this Form 4. Read SEC document |
| August 15, 2025 Filed Aug 20, 2025 01:20 UTC | Invivyd, Inc. IVVD · Entity 721 | Exercise / conversionRestricted Stock Units · Derivative | 99,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-110339 · ownership.xml · derivative · entry 4 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,000 Underlying: Common Stock · 99,000 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 ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company"). F5 · derivative.exercise_date: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. F5 · derivative.expiration_date: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. Read SEC document |
| August 15, 2025 Filed Aug 20, 2025 01:20 UTC | Invivyd, Inc. IVVD · Entity 721 | Exercise / conversionCommon Stock | 99,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-110339 · ownership.xml · nonDerivative · entry 1 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,000 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. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of Invivyd, Inc. (the "Company"). Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 21:30 UTC | Invivyd, Inc. IVVD · Entity 721 | GrantRestricted Stock Units · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023241 · ownership.xml · derivative · entry 2 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. Unless otherwise provided, in connection with each vesting event, shares of common stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F3 · derivative.expiration_date: This RSU award vests over an eighteen-month period, with one-third of the RSUs vesting every six months following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. Unless otherwise provided, in connection with each vesting event, shares of common stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 21:30 UTC | Invivyd, Inc. IVVD · Entity 721 | GrantStock Option (Right to Buy) · Derivative | 950,000 | $0.00 Strike: $1.61 | $0.00 |
DisclosureSEC source: 0000950170-25-023241 · ownership.xml · derivative · entry 1 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 950,000 Underlying: Common Stock · 950,000 shares Expires 2035-02-14 F1 · derivative.exercise_date: This option vests over a three-year period, with 1/36th of the shares subject to the option vesting in substantially equal monthly installments measured from one month following the grant date of February 15, 2025, subject to the Reporting Person's continuous service as of each vesting date. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:38 UTC | Invivyd, Inc. IVVD · Entity 721 | GrantStock Option (Right to Buy) · Derivative | 400,000 | $0.00 Strike: $3.59 | $0.00 |
DisclosureSEC source: 0000950170-23-071905 · ownership.xml · derivative · entry 1 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 400,000 shares Expires 2033-12-17 F1 · derivative.exercise_date: This option vests over a three-year period, with 1/36th of the shares subject to the option vesting in substantially equal monthly installments measured from one month following the grant date of December 18, 2023, subject to the Reporting Person's continuous service as of each vesting date. Read SEC document |
| April 11, 2023 Filed Apr 12, 2023 20:48 UTC | Invivyd, Inc. IVVD · Entity 721 | GrantStock Option (Right to Buy) · Derivative | 600,000 | $0.00 Strike: $1.21 | $0.00 |
DisclosureSEC source: 0000899243-23-011197 · doc4.xml · derivative · entry 1 Allen Robert D. III · CIK 0001972424 · Chief Scientific Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 600,000 shares Expires 2033-04-10 F1 · derivative.exercise_date: This option vests over a four-year period, with 25% of the shares subject to the option vesting on the first anniversary of the grant date of April 11, 2023 and the remaining 75% of the shares subject to the option vesting over the subsequent three-year period in substantially equal monthly installments at a rate of 1/48th of the total shares subject to the option each month, subject to the Reporting Person's continuous service as of each 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.