Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jasper Therapeutics, Inc.JSPR · Entity 7588 | Director | October 13, 2023 | October 13, 2023 |
| PORTOLA PHARMACEUTICALS INCPTLA · Entity 147987 | Director · Chief Executive Officer | July 28, 2018 | August 28, 2018 |
| Zai Lab LtdZLAB · Entity 4271 | Director | August 12, 2026 | August 13, 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.
Jasper Therapeutics, Inc.
Report date October 13, 2023 · Filed October 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 53,521 |
Reported balance
After 2023-10-13 transaction · row 1
1 source rowRow 1 · 2023-10-13 · Sale · Disposed 7,965 · Balance 53,521 F1: The transaction reported in this Form 4 was effected pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted by the Reporting Person on June 15, 2023. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.84 to $0.8717, inclusive. 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 purchased or sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 was effected pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted by the Reporting Person on June 15, 2023.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $0.84 to $0.8717, inclusive. 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 purchased or sold at each separate price.
PORTOLA PHARMACEUTICALS INC
Report date July 28, 2018 · Filed August 28, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 204,448 |
Ending reported balance
After 2018-08-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-07-28 · Exercise / conversion · Acquired 35,000 · Balance 222,035 F1: Each Performance Stock Unit ("PSU") granted on January 27, 2015 pursuant to the Issuer's 2013 Equity Incentive Plan represented a contingent right to receive one share of Issuer's Common Stock. These PSUs were earned based on achievement of the market performance conditions and were subject to an additional one year period of service. 50% of the PSUs vested on July 28, 2018 and 50% will vest on August 31, 2018. Row 2 · 2018-08-23 · Tax withholding · Disposed 17,587 · Balance 204,448 F2: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of Performance Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. The sale is intended to comply with the requirements of Rule 10b5-1(c)(1)(i)(B) under the Exchange Act and be interpreted to meet the requirements of Rule 10b5-1(c). |
Filing footnotes · ownership attribution and instrument terms
F1: Each Performance Stock Unit ("PSU") granted on January 27, 2015 pursuant to the Issuer's 2013 Equity Incentive Plan represented a contingent right to receive one share of Issuer's Common Stock. These PSUs were earned based on achievement of the market performance conditions and were subject to an additional one year period of service. 50% of the PSUs vested on July 28, 2018 and 50% will vest on August 31, 2018.
F2: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of Performance Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. The sale is intended to comply with the requirements of Rule 10b5-1(c)(1)(i)(B) under the Exchange Act and be interpreted to meet the requirements of Rule 10b5-1(c).
Zai Lab Ltd
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| American Depositary SharesSEC Table I · non-derivative | Direct | 41,931 |
Reported balance
After 2026-08-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-12 · Sale · Disposed 8,506 · Balance 41,931 F1: Each American Depositary Share ("ADS") represents ten Ordinary Shares of the issuer. Our ADSs and Ordinary Shares are fully fungible. For purposes of this Form 4, we are reporting this in terms of ADSs. F2: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 10, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each American Depositary Share ("ADS") represents ten Ordinary Shares of the issuer. Our ADSs and Ordinary Shares are fully fungible. For purposes of this Form 4, we are reporting this in terms of ADSs.
F2: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 10, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Eidos Therapeutics, Inc.
Report date January 26, 2021 · Filed January 28, 2021
Section 16 reporting ended · disclosed 2021-01-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.51 · Expires 2030-05-27 | Direct | 0 |
Reported balance
After 2021-01-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-01-26 · Disposition to issuer · Disposed 21,528 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger dated October 5, 2020 (the "Merger Agreement"), by and among the Issuer, BridgeBio Pharma, Inc. ("Parent"), Globe Merger Sub 1, Inc., an indirect wholly owned subsidiary of Parent ("Merger Sub"), and Globe Merger Sub II, Inc., an indirect wholly owned subsidiary of Parent ("Merger Sub II"), Merger Sub was merged with and into the Issuer, with the Issuer continuing as the surviving corporation and immediately thereafter, the Issuer was merged with and into Merger Sub II, with Merger Sub II continuing as the surviving corporation, effective as of January 26, 2021 (the "Effective Time"). F2: (Continued from footnote 1) The option vests in a single installment on May 27, 2021. At the Effective Time, each such option was cancelled, assumed by Parent and replaced with an option to purchase 1.85 shares of Parent common stock at an exercise price per share of Parent common stock equal to the exercise price per share of the Issuer option divided by 1.85. Such Parent stock option is subject to the same terms and conditions applicable to the Issuer option immediately prior to the Effective Time. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.87 · Expires 2029-06-11 | Direct | 0 |
Reported balance
After 2021-01-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-26 · Disposition to issuer · Disposed 21,528 · Balance 0 F3: The option vests in a single installment on May 27, 2021. At the Effective Time, each such option was cancelled, assumed by Parent and replaced with an option to purchase 1.85 shares of Parent common stock at an exercise price per share of Parent common stock equal to the exercise price per share of the Issuer option divided by 1.85. Such Parent stock option is subject to the same terms and conditions applicable to the Issuer option immediately prior to the Effective Time. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.67 · Expires 2028-12-04 | Direct | 0 |
Reported balance
After 2021-01-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-26 · Disposition to issuer · Disposed 43,056 · Balance 0 F4: The option vests in three annual installments after December 4, 2018. At the Effective Time, each such option was cancelled, assumed by Parent and replaced with an option to purchase 1.85 shares of Parent common stock at an exercise price per share of Parent common stock equal to the exercise price per share of the Issuer option divided by 1.85. Such Parent stock option is subject to the same terms and conditions applicable to the Issuer option immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger dated October 5, 2020 (the "Merger Agreement"), by and among the Issuer, BridgeBio Pharma, Inc. ("Parent"), Globe Merger Sub 1, Inc., an indirect wholly owned subsidiary of Parent ("Merger Sub"), and Globe Merger Sub II, Inc., an indirect wholly owned subsidiary of Parent ("Merger Sub II"), Merger Sub was merged with and into the Issuer, with the Issuer continuing as the surviving corporation and immediately thereafter, the Issuer was merged with and into Merger Sub II, with Merger Sub II continuing as the surviving corporation, effective as of January 26, 2021 (the "Effective Time").
F2: (Continued from footnote 1) The option vests in a single installment on May 27, 2021. At the Effective Time, each such option was cancelled, assumed by Parent and replaced with an option to purchase 1.85 shares of Parent common stock at an exercise price per share of Parent common stock equal to the exercise price per share of the Issuer option divided by 1.85. Such Parent stock option is subject to the same terms and conditions applicable to the Issuer option immediately prior to the Effective Time.
F3: The option vests in a single installment on May 27, 2021. At the Effective Time, each such option was cancelled, assumed by Parent and replaced with an option to purchase 1.85 shares of Parent common stock at an exercise price per share of Parent common stock equal to the exercise price per share of the Issuer option divided by 1.85. Such Parent stock option is subject to the same terms and conditions applicable to the Issuer option immediately prior to the Effective Time.
F4: The option vests in three annual installments after December 4, 2018. At the Effective Time, each such option was cancelled, assumed by Parent and replaced with an option to purchase 1.85 shares of Parent common stock at an exercise price per share of Parent common stock equal to the exercise price per share of the Issuer option divided by 1.85. Such Parent stock option is subject to the same terms and conditions applicable to the Issuer option immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| June 27, 2017 Filed Jun 29, 2017 20:15 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | SaleCommon Stock | 129,271 | $54.92 | $7,099,563.32 |
DisclosureSEC source: 0001209191-17-042399 · doc4.xml · nonDerivative · entry 6 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,878 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.41 to $55.41, inclusive. The reporting person undertakes to provide Portola Pharmaceuticals, Inc., any security holder of Portola Pharmaceuticals, Inc., 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 ranges set forth in footnotes (2) through (5) to this Form 4. F1 · balance_after: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16,2017 and amended on March 21, 2017. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 20:15 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | Exercise / conversionCommon Stock | 20,000 | $9.80 | $196,000.00 |
DisclosureSEC source: 0001209191-17-042399 · doc4.xml · nonDerivative · entry 5 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 · balance_after: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16,2017 and amended on March 21, 2017. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 20:15 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | Exercise / conversionCommon Stock | 70,014 | $7.00 | $490,098.00 |
DisclosureSEC source: 0001209191-17-042399 · doc4.xml · nonDerivative · entry 4 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,014 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 · balance_after: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16,2017 and amended on March 21, 2017. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 20:15 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | Exercise / conversionCommon Stock | 14,285 | $7.00 | $99,995.00 |
DisclosureSEC source: 0001209191-17-042399 · doc4.xml · nonDerivative · entry 3 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,285 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 · balance_after: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16,2017 and amended on March 21, 2017. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 20:15 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | Exercise / conversionCommon Stock | 55,000 | $8.50 | $467,500.00 |
DisclosureSEC source: 0001209191-17-042399 · doc4.xml · nonDerivative · entry 2 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 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 · balance_after: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16,2017 and amended on March 21, 2017. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 20:15 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | Exercise / conversionCommon Stock | 95,850 | $9.00 | $862,650.00 |
DisclosureSEC source: 0001209191-17-042399 · doc4.xml · nonDerivative · entry 1 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,850 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 · balance_after: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16,2017 and amended on March 21, 2017. Read SEC document |
| April 11, 2017 Filed Apr 11, 2017 16:34 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | SaleCommon Stock | 6,750 | $36.06 | $243,405.00 |
DisclosureSEC source: 0001209191-17-026573 · doc4.xml · nonDerivative · entry 1 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,730 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2017. Read SEC document |
| April 11, 2017 Filed Apr 14, 2017 18:44 UTC Amendment | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | SaleCommon Stock | 6,750 | $36.06 | $243,405.00 |
DisclosureSEC source: 0001209191-17-027003 · doc4a.xml · nonDerivative · entry 1 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,730 F1 · security: This amendment is being filed for the purpose of providing a correction to footnote 1 of the original, which is now restated as footnote 2 to this filing. F2 · kind: The sale reported on this Form 4 was effected for the purpose of tax withholding in connection with the vesting of Restricted Stock Units and was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2017 and amended on March 21, 2017. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 17:37 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | Tax withholdingCommon Stock | 13,669 | $38.61 | $527,760.09 |
DisclosureSEC source: 0001209191-17-017830 · doc4.xml · nonDerivative · entry 1 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,839 F1 · shares: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. The sale is intended to comply with the requirements of Rule 10b5-1(c)(1)(i)(B) under the Exchange Act and be interpreted to meet the requirements of Rule 10b5-1(c). Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 19:58 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | GrantPerformance Stock Unit · Derivative | 34,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006889 · doc4.xml · derivative · entry 3 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,375 Underlying: Common Stock · 34,375 shares Expires 2027-01-30 F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest as follows: (i) 50% of the PSUs will become vested upon the date of the Compensation Committee's certification of regulatory approval of Andexanet alfa in either the United States or European Union (the "Certification Date") in 2017, with the remaining 50% vesting on the first anniversary of the Certification Date, or (ii) 37.5% of the PSUs will become vested upon the Certification Date in 2018, with the remaining 37.5% vesting on the first anniversary of the Certification Date. If the Certification Date does not occur prior to the end of 2018, the PSUs shall not vest. F3 · derivative.exercise_date: Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest as follows: (i) 50% of the PSUs will become vested upon the date of the Compensation Committee's certification of regulatory approval of Andexanet alfa in either the United States or European Union (the "Certification Date") in 2017, with the remaining 50% vesting on the first anniversary of the Certification Date, or (ii) 37.5% of the PSUs will become vested upon the Certification Date in 2018, with the remaining 37.5% vesting on the first anniversary of the Certification Date. If the Certification Date does not occur prior to the end of 2018, the PSUs shall not vest. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 19:58 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | GrantStock Option (Right to Buy) · Derivative | 137,500 | $0.00 Strike: $25.54 | $0.00 |
DisclosureSEC source: 0001209191-17-006889 · doc4.xml · derivative · entry 2 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,500 Underlying: Common Stock · 137,500 shares Expires 2027-01-30 F2 · derivative.exercise_date: The option shares shall vest as follows: 1/48th of the shares subject to the option shall vest each month after January 1, 2017, subject to the Reporting Person's Continuous Service as of each such date. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 19:58 UTC | PORTOLA PHARMACEUTICALS INC PTLA · Entity 147987 | GrantCommon Stock | 34,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006889 · doc4.xml · nonDerivative · entry 1 Lis William · CIK 0001574558 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,375 F1 · shares: Grant of Restricted Stock Units ("RSU") in consideration of services rendered. The RSU vests annually over three years commencing on March 1, 2017, subject to Reporting Person's Continuous Service (as defined in the Issuer's 2013 Equity Incentive Plan) as of each such 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.