Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atara Biotherapeutics, Inc.ATRA · Entity 6828 | Chief Accounting Officer | May 18, 2026 | May 20, 2026 |
| ImageneBio, Inc.IMA · Entity 7139 | Chief Financial Officer | August 14, 2026 | August 17, 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.
Atara Biotherapeutics, Inc.
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,636 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Sale · Disposed 2,414 · Balance 49,636 F1: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2: Represents the weighted average price. The shares were sold in multiple transactions at prices ranging from $9.12 to $9.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement.
F2: Represents the weighted average price. The shares were sold in multiple transactions at prices ranging from $9.12 to $9.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
ImageneBio, Inc.
Report date August 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 104,000 |
Last balance in matching sequence
After 2026-08-14 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-14 · Grant · Acquired 65,000 · Balance 65,000 F1: On July 23, 2026, the Issuer filed a Current Report on Form 8-K reporting that the Reporting Person was entitled to receive pursuant to her employment offer letter 65,000 restricted stock units ("RSUs") and 95,000 stock options. It was subsequently determined that in lieu of the foregoing grants which had not yet been made, the Reporting Person would receive 104,000 restricted stock units in the aggregate and 56,000 options (the "Options"). These updated awards were granted on August 14, 2026 and are reported herein. F2: Represents the number of shares of the Issuer's Common Stock underlying RSUs. Each RSU represents the contingent right to receive one share of Common Stock upon settlement. 25% of RSUs will vest and settle into Common Stock on July 20, 2027, and the remaining RSUs will vest in a series of 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer through each such vesting date. Row 2 · 2026-08-14 · Grant · Acquired 39,000 · Balance 104,000 F1: On July 23, 2026, the Issuer filed a Current Report on Form 8-K reporting that the Reporting Person was entitled to receive pursuant to her employment offer letter 65,000 restricted stock units ("RSUs") and 95,000 stock options. It was subsequently determined that in lieu of the foregoing grants which had not yet been made, the Reporting Person would receive 104,000 restricted stock units in the aggregate and 56,000 options (the "Options"). These updated awards were granted on August 14, 2026 and are reported herein. F2: Represents the number of shares of the Issuer's Common Stock underlying RSUs. Each RSU represents the contingent right to receive one share of Common Stock upon settlement. 25% of RSUs will vest and settle into Common Stock on July 20, 2027, and the remaining RSUs will vest in a series of 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer through each such vesting date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.84 · Expires 2036-08-13 | Direct | 56,000 |
Reported balance
After 2026-08-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-14 · Grant · Acquired 56,000 · Balance 56,000 F1: On July 23, 2026, the Issuer filed a Current Report on Form 8-K reporting that the Reporting Person was entitled to receive pursuant to her employment offer letter 65,000 restricted stock units ("RSUs") and 95,000 stock options. It was subsequently determined that in lieu of the foregoing grants which had not yet been made, the Reporting Person would receive 104,000 restricted stock units in the aggregate and 56,000 options (the "Options"). These updated awards were granted on August 14, 2026 and are reported herein. F3: The Options vest over four years, with 25% of the shares vesting on July 20, 2027, and the remaining shares vesting in a series of 36 successive equal monthly installments thereafter, subject to the Reporting Person's continuous service with the Issuer through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 23, 2026, the Issuer filed a Current Report on Form 8-K reporting that the Reporting Person was entitled to receive pursuant to her employment offer letter 65,000 restricted stock units ("RSUs") and 95,000 stock options. It was subsequently determined that in lieu of the foregoing grants which had not yet been made, the Reporting Person would receive 104,000 restricted stock units in the aggregate and 56,000 options (the "Options"). These updated awards were granted on August 14, 2026 and are reported herein.
F2: Represents the number of shares of the Issuer's Common Stock underlying RSUs. Each RSU represents the contingent right to receive one share of Common Stock upon settlement. 25% of RSUs will vest and settle into Common Stock on July 20, 2027, and the remaining RSUs will vest in a series of 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer through each such vesting date.
F3: The Options vest over four years, with 25% of the shares vesting on July 20, 2027, and the remaining shares vesting in a series of 36 successive equal monthly installments thereafter, subject to the Reporting Person's continuous service with the Issuer through each such 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 14, 2026 Filed Aug 17, 2026 21:00 UTC | ImageneBio, Inc. IMA · Entity 7139 | GrantEmployee Stock Option (right to buy) · Derivative | 56,000 | $0.00 Strike: $5.84 | $0.00 |
DisclosureSEC source: 0002064348-26-000003 · form4-08172026_050801.xml · derivative · entry 3 Grant-Huerta Yanina · CIK 0002064348 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,000 Underlying: Common Stock · 56,000 shares Expires 2036-08-13 F1 · security: On July 23, 2026, the Issuer filed a Current Report on Form 8-K reporting that the Reporting Person was entitled to receive pursuant to her employment offer letter 65,000 restricted stock units ("RSUs") and 95,000 stock options. It was subsequently determined that in lieu of the foregoing grants which had not yet been made, the Reporting Person would receive 104,000 restricted stock units in the aggregate and 56,000 options (the "Options"). These updated awards were granted on August 14, 2026 and are reported herein. F3 · derivative.exercise_date: The Options vest over four years, with 25% of the shares vesting on July 20, 2027, and the remaining shares vesting in a series of 36 successive equal monthly installments thereafter, subject to the Reporting Person's continuous service with the Issuer through each such vesting date. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 21:00 UTC | ImageneBio, Inc. IMA · Entity 7139 | GrantCommon Stock | 39,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002064348-26-000003 · form4-08172026_050801.xml · nonDerivative · entry 2 Grant-Huerta Yanina · CIK 0002064348 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,000 F1 · security: On July 23, 2026, the Issuer filed a Current Report on Form 8-K reporting that the Reporting Person was entitled to receive pursuant to her employment offer letter 65,000 restricted stock units ("RSUs") and 95,000 stock options. It was subsequently determined that in lieu of the foregoing grants which had not yet been made, the Reporting Person would receive 104,000 restricted stock units in the aggregate and 56,000 options (the "Options"). These updated awards were granted on August 14, 2026 and are reported herein. F2 · shares: Represents the number of shares of the Issuer's Common Stock underlying RSUs. Each RSU represents the contingent right to receive one share of Common Stock upon settlement. 25% of RSUs will vest and settle into Common Stock on July 20, 2027, and the remaining RSUs will vest in a series of 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer through each such vesting date. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 21:00 UTC | ImageneBio, Inc. IMA · Entity 7139 | GrantCommon Stock | 65,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002064348-26-000003 · form4-08172026_050801.xml · nonDerivative · entry 1 Grant-Huerta Yanina · CIK 0002064348 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,000 F1 · security: On July 23, 2026, the Issuer filed a Current Report on Form 8-K reporting that the Reporting Person was entitled to receive pursuant to her employment offer letter 65,000 restricted stock units ("RSUs") and 95,000 stock options. It was subsequently determined that in lieu of the foregoing grants which had not yet been made, the Reporting Person would receive 104,000 restricted stock units in the aggregate and 56,000 options (the "Options"). These updated awards were granted on August 14, 2026 and are reported herein. F2 · shares: Represents the number of shares of the Issuer's Common Stock underlying RSUs. Each RSU represents the contingent right to receive one share of Common Stock upon settlement. 25% of RSUs will vest and settle into Common Stock on July 20, 2027, and the remaining RSUs will vest in a series of 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service with the Issuer through each such vesting date. Read SEC document |
| May 18, 2026 Filed May 20, 2026 21:24 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 2,414 | $9.13 | $22,036.44 |
DisclosureSEC source: 0000905148-26-002570 · form4.xml · nonDerivative · entry 1 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,636 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: Represents the weighted average price. The shares were sold in multiple transactions at prices ranging from $9.12 to $9.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 21:45 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | GrantCommon Stock | 20,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001224 · form4.xml · nonDerivative · entry 1 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,050 F1 · shares: These restricted stock units ("RSUs") vest as to 1/8th of the total number of shares (rounded down to the next whole number of shares) on the second Quarterly Vesting Date (as defined below) following March 9, 2026, and as to 1/8th of the total number of shares (rounded down to the next whole number of shares) on the next seven Quarterly Vesting Dates, such that all of the shares subject to the RSUs shall be vested on the last Quarterly Vesting Date, subject to the reporting person's continuous employment. "Quarterly Vesting Date" means March 1, May 15, August 15, and November 15 of each year, provided that if such date falls on a weekend or holiday, the Quarterly Vesting Date shall be the first business day after such date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:28 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 100 | $5.08 | $508.30 |
DisclosureSEC source: 0000905148-26-001144 · form4.xml · nonDerivative · entry 4 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,750 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on March 2, 2026 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:28 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 377 | $5.08 | $1,915.91 |
DisclosureSEC source: 0000905148-26-001144 · form4.xml · nonDerivative · entry 3 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,850 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on March 2, 2026 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:28 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 1,603 | $5.08 | $8,144.84 |
DisclosureSEC source: 0000905148-26-001144 · form4.xml · nonDerivative · entry 2 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,227 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on March 2, 2026 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:28 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 24 | $5.08 | $121.85 |
DisclosureSEC source: 0000905148-26-001144 · form4.xml · nonDerivative · entry 1 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,830 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on March 2, 2026 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. F3 · balance_after: This amount includes 400 shares purchased under the Issuer's Employee Stock Purchase Plan on November 28, 2025. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 21:55 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 74 | $13.19 | $976.13 |
DisclosureSEC source: 0000905148-25-004140 · form4.xml · nonDerivative · entry 3 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,454 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on November 17, 2025 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 21:55 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 85 | $13.19 | $1,120.98 |
DisclosureSEC source: 0000905148-25-004140 · form4.xml · nonDerivative · entry 2 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,528 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on November 17, 2025 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 21:55 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 1,645 | $13.19 | $21,690.97 |
DisclosureSEC source: 0000905148-25-004140 · form4.xml · nonDerivative · entry 1 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,613 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on November 17, 2025 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 20:08 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 1,668 | $11.61 | $19,372.15 |
DisclosureSEC source: 0000905148-25-003069 · form4.xml · nonDerivative · entry 3 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,258 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on August 18, 2025 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 20:08 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 86 | $11.61 | $998.72 |
DisclosureSEC source: 0000905148-25-003069 · form4.xml · nonDerivative · entry 2 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,926 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on August 18, 2025 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 20:08 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 55 | $11.61 | $638.50 |
DisclosureSEC source: 0000905148-25-003069 · form4.xml · nonDerivative · entry 1 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,012 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on August 18, 2025 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| May 16, 2025 Filed May 20, 2025 20:59 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 2,218 | $6.76 | $15,000.33 |
DisclosureSEC source: 0000905148-25-001866 · form4.xml · nonDerivative · entry 1 Grant-Huerta Yanina · CIK 0002064348 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,067 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on May 16, 2025 and May 19, 2025 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. 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.