Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cullinan Therapeutics, Inc.CGEM · Entity 4766 | Chief Scientific Officer | September 08, 2026 | September 10, 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.
Cullinan Therapeutics, Inc.
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,844 |
Ending reported balance
After 2026-09-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-08 · Exercise / conversion · Acquired 4,000 · Balance 166,844 Row 2 · 2026-09-08 · Sale · Disposed 8,000 · Balance 158,844 F1: Transaction effected pursuant to a plan established pursuant to Rule 10b5-1 on August 7, 2025. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $21.31 to $21.83. The Reporting Person undertakes to provide to the Issuer, any shareholder 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 in this footnote. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.30 · Expires 2030-10-28 | Direct | 78,987 |
Reported balance
After 2026-09-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-08 · Exercise / conversion · Disposed 4,000 · Balance 78,987 F3: 25% of the shares vested on July 4, 2020, and the remaining shares vested in 36 equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction effected pursuant to a plan established pursuant to Rule 10b5-1 on August 7, 2025.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $21.31 to $21.83. The Reporting Person undertakes to provide to the Issuer, any shareholder 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 in this footnote.
F3: 25% of the shares vested on July 4, 2020, and the remaining shares vested in 36 equal monthly installments thereafter.
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, 2021 Filed Aug 26, 2021 23:15 UTC Amendment | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | Exercise / conversionCommon Stock | 4,000 | $4.30 | $17,200.00 |
DisclosureSEC source: 0000899243-21-034312 · doc4a.xml · nonDerivative · entry 1 Michaelson Jennifer · CIK 0001838061 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,911 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. Read SEC document |
| January 07, 2021 Filed Jan 11, 2021 22:35 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantStock Option (Right to Buy) · Derivative | 79,999 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0000899243-21-001366 · doc4.xml · derivative · entry 1 Michaelson Jennifer · CIK 0001838061 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,999 Underlying: Common Stock · 79,999 shares Expires 2031-01-06 F1 · derivative.exercise_date: The option represents a right to purchase a total of 79,999 shares of the Issuer's Common Stock, 25% of which will become fully vested and exercisable on January 7, 2022, with the remaining shares vesting in equal monthly installments over the following three years (36 months), subject to the reporting person's continued employment with the Issuer. 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.