Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Abpro CorpABP · Entity 166815 | Director | May 10, 2018 | May 10, 2018 |
| KALA BIO, Inc.KALA · Entity 7964 | Director | June 12, 2018 | June 15, 2018 |
| Korro Bio, Inc.FREQ · Entity 6388 | Director | August 17, 2022 | August 19, 2022 |
| Lyra Therapeutics, Inc.LYRA · Entity 46837 | Director | May 05, 2020 | May 06, 2020 |
| Moderna, Inc.MRNA · Entity 2025 | Director | May 06, 2024 | May 07, 2024 |
| Rubius Therapeutics, Inc.RUBY · Entity 116417 | Director | October 14, 2019 | October 17, 2019 |
| SQZ Biotechnologies CoSQZ · Entity 112267 | 10% owner | October 29, 2020 | October 30, 2020 |
| Seer, Inc.SEER · Entity 6717 | Director | July 28, 2026 | July 30, 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.
Abpro Corp
Report date May 10, 2018 · Filed May 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 253,439 |
Reported balance
Holding disclosure · report date 2018-05-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 253,439 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.16 · Expires 2027-07-14 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-05-10 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Immediately exercisable, but subject to certain repurchase rights if the Reporting Person does not continue to serve as a director for up to three years following his February 12, 2017 appointment to the Issuer's board of directors. The Issuer's repurchase right with respect to 1/3 of the Reporting Person's shares will terminate following each full year of service on the Issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Immediately exercisable, but subject to certain repurchase rights if the Reporting Person does not continue to serve as a director for up to three years following his February 12, 2017 appointment to the Issuer's board of directors. The Issuer's repurchase right with respect to 1/3 of the Reporting Person's shares will terminate following each full year of service on the Issuer's board of directors.
KALA BIO, Inc.
Report date June 12, 2018 · Filed June 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.73 · Expires 2028-06-11 | Direct | 12,960 |
Reported balance
After 2018-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-06-12 · Grant · Acquired 12,960 · Balance 12,960 F1: This option was granted on June 12, 2018 and vests in equal monthly installments until the one-year anniversary of the date of grant and will vest automatically as to 100% of the unvested portion of such option upon specified change in control events. |
Filing footnotes · ownership attribution and instrument terms
F1: This option was granted on June 12, 2018 and vests in equal monthly installments until the one-year anniversary of the date of grant and will vest automatically as to 100% of the unvested portion of such option upon specified change in control events.
Korro Bio, Inc.
Report date August 17, 2022 · Filed August 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.14 · Expires 2030-06-10 | Direct | 14,846 |
Reported balance
After 2022-08-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-08-17 · Grant · Acquired 14,846 · Balance 14,846 F2: The transaction reported herein reflects a one-time stock option repricing that became effective on August 17, 2022 and is being reported in this manner solely to comply with the technical reporting requirements under Section 16(a) of the Securities Exchange Act of 1934, as amended. There have been no other changes to the terms of these options. F1: The option vested in full on the earlier of June 11, 2021 or the day immediately prior to the company's 2021 annual meeting of shareholders. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $18.63 · Expires 2030-06-10 | Direct | 0 |
Reported balance
After 2022-08-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-08-17 · Disposition to issuer · Disposed 14,846 · Balance 0 F2: The transaction reported herein reflects a one-time stock option repricing that became effective on August 17, 2022 and is being reported in this manner solely to comply with the technical reporting requirements under Section 16(a) of the Securities Exchange Act of 1934, as amended. There have been no other changes to the terms of these options. F3: The option vests in full on the earlier of June 11, 2021 or the day immediately prior to the company's 2021 annual meeting of shareholders. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.14 · Expires 2031-06-16 | Direct | 14,846 |
Reported balance
After 2022-08-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-17 · Grant · Acquired 14,846 · Balance 14,846 F2: The transaction reported herein reflects a one-time stock option repricing that became effective on August 17, 2022 and is being reported in this manner solely to comply with the technical reporting requirements under Section 16(a) of the Securities Exchange Act of 1934, as amended. There have been no other changes to the terms of these options. F4: The option vested in full on the earlier of June 17, 2022 or the day immediately prior to the company's 2022 annual meeting of shareholders. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $10.14 · Expires 2031-06-16 | Direct | 0 |
Reported balance
After 2022-08-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-08-17 · Disposition to issuer · Disposed 14,846 · Balance 0 F2: The transaction reported herein reflects a one-time stock option repricing that became effective on August 17, 2022 and is being reported in this manner solely to comply with the technical reporting requirements under Section 16(a) of the Securities Exchange Act of 1934, as amended. There have been no other changes to the terms of these options. F5: The option vests in full on the earlier of June 17, 2022 or the day immediately prior to the company's 2022 annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vested in full on the earlier of June 11, 2021 or the day immediately prior to the company's 2021 annual meeting of shareholders.
F2: The transaction reported herein reflects a one-time stock option repricing that became effective on August 17, 2022 and is being reported in this manner solely to comply with the technical reporting requirements under Section 16(a) of the Securities Exchange Act of 1934, as amended. There have been no other changes to the terms of these options.
F3: The option vests in full on the earlier of June 11, 2021 or the day immediately prior to the company's 2021 annual meeting of shareholders.
F4: The option vested in full on the earlier of June 17, 2022 or the day immediately prior to the company's 2022 annual meeting of shareholders.
F5: The option vests in full on the earlier of June 17, 2022 or the day immediately prior to the company's 2022 annual meeting of shareholders.
Lyra Therapeutics, Inc.
Report date May 05, 2020 · Filed May 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,167 |
Reported balance
After 2020-05-05 transaction · row 1
1 source rowRow 1 · 2020-05-05 · Conversion · Acquired 668 · Balance 15,167 F1: Each share of preferred stock was automatically converted into 0.0289998 shares of common stock upon the closing of the Issuer's initial public offering. The preferred stock had no expiration date. |
| Series A-1/A Convertible Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-05 · Conversion · Disposed 23,057 · Balance 0 F1: Each share of preferred stock was automatically converted into 0.0289998 shares of common stock upon the closing of the Issuer's initial public offering. The preferred stock had no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of preferred stock was automatically converted into 0.0289998 shares of common stock upon the closing of the Issuer's initial public offering. The preferred stock had no expiration date.
Moderna, Inc.
Report date May 06, 2024 · Filed May 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $122.13 · Expires 2034-05-06 | Direct | 7,557 |
Reported balance
After 2024-05-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-06 · Grant · Acquired 7,557 · Balance 7,557 F1: This option will become fully vested and exercisable on the earlier of May 6, 2025, or Moderna's next Annual Meeting of Stockholders, subject to the recipient's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: This option will become fully vested and exercisable on the earlier of May 6, 2025, or Moderna's next Annual Meeting of Stockholders, subject to the recipient's continued service.
Rubius Therapeutics, Inc.
Report date October 14, 2019 · Filed October 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-10-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-10-14 · Exercise / conversion · Acquired 7,500 · Balance 7,500 Row 2 · 2019-10-14 · Sale · Disposed 7,500 · Balance 0 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.21 to $8.79, inclusive. The reporting person undertakes to provide to Rubius Therapeutics, Inc., any security holder of Rubius Therapeutics, 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 this footnote. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.15 · Expires 2025-02-04 | Direct | 120,000 |
Reported balance
After 2019-10-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-10-14 · Exercise / conversion · Disposed 7,500 · Balance 120,000 F3: 25% of this option shall vest on December 5, 2015, then in 12 equal quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.21 to $8.79, inclusive. The reporting person undertakes to provide to Rubius Therapeutics, Inc., any security holder of Rubius Therapeutics, 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 this footnote.
F3: 25% of this option shall vest on December 5, 2015, then in 12 equal quarterly installments thereafter.
SQZ Biotechnologies Co
Report date October 29, 2020 · Filed October 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 243,987 |
Reported balance
Holding disclosure · report date 2020-10-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 243,987 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.81 · Expires 2026-10-18 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-10-29 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: The option vests and becomes exercisable as to 25% of the underlying securities on October 11, 2017 and in 36 equal monthly installments thereafter. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.02 · Expires 2018-03-04 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-10-29 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: The option vests and becomes exercisable as to 25% of the underlying securities on January 23, 2019 and in 36 equal monthly installments thereafter. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $4.59 · Expires 2029-02-18 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-10-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: The option vests and becomes exercisable as to 25% of the underlying securities on February 1, 2020 and in 36 equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests and becomes exercisable as to 25% of the underlying securities on October 11, 2017 and in 36 equal monthly installments thereafter.
F2: The option vests and becomes exercisable as to 25% of the underlying securities on January 23, 2019 and in 36 equal monthly installments thereafter.
F3: The option vests and becomes exercisable as to 25% of the underlying securities on February 1, 2020 and in 36 equal monthly installments thereafter.
Seer, Inc.
Report date July 28, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 821,025 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 16,500 · Balance 821,025 F1: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) July 28, 2027 or (ii) the day prior to the date of the Issuer's next annual meeting of stockholders. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.14 · Expires 2036-07-28 | Direct | 25,000 |
Reported balance
After 2026-07-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-28 · Grant · Acquired 25,000 · Balance 25,000 F2: Shares subject to the option vest on the earlier of (i) July 28, 2027 or (ii) the day prior to the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) July 28, 2027 or (ii) the day prior to the date of the Issuer's next annual meeting of stockholders.
F2: Shares subject to the option vest on the earlier of (i) July 28, 2027 or (ii) the day prior to the date of the Issuer's next annual meeting of stockholders.
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 |
|---|---|---|---|---|---|---|
| December 11, 2018 Filed Dec 13, 2018 21:27 UTC | Moderna, Inc. MRNA · Entity 2025 | ConversionCommon Stock | 4,559 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-030869 · doc4.xml · nonDerivative · entry 1 LANGER ROBERT · CIK 0001239757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,466,961 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: The Series G Preferred Stock (the "Preferred Stock") converted into Common Stock based on an applicable conversion ratio of 0.45872 upon the closing of the Issuer's initial public offering on December 11, 2018. The Preferred Stock had no expiration date. Read SEC document |
| July 17, 2018 Filed Jul 18, 2018 16:34 UTC | Rubius Therapeutics, Inc. RUBY · Entity 116417 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001104659-18-045776 · a4.xml · derivative · entry 1 LANGER ROBERT · CIK 0001239757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2028-07-16 F1 · derivative.exercise_date: This option shall vest in equal quarterly installments during the twelve quarters following the grant date. Read SEC document |
| June 12, 2018 Filed Jun 15, 2018 14:50 UTC | KALA BIO, Inc. KALA · Entity 7964 | GrantStock Option (right to buy) · Derivative | 12,960 | $0.00 Strike: $13.73 | $0.00 |
DisclosureSEC source: 0001179110-18-008573 · edgar.xml · derivative · entry 1 LANGER ROBERT · CIK 0001239757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,960 Underlying: Common Stock · 12,960 shares Expires 2028-06-11 F1 · derivative.exercise_date: This option was granted on June 12, 2018 and vests in equal monthly installments until the one-year anniversary of the date of grant and will vest automatically as to 100% of the unvested portion of such option upon specified change in control events. Read SEC document |
| July 19, 2017 Filed Jul 21, 2017 20:21 UTC | KALA BIO, Inc. KALA · Entity 7964 | GrantStock Option (right to buy) · Derivative | 12,960 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001179110-17-010598 · edgar.xml · derivative · entry 1 LANGER ROBERT · CIK 0001239757 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,960 Underlying: Common Stock · 12,960 shares Expires 2027-07-18 F1 · derivative.exercise_date: This option was granted, effective on July 19, 2017 and vests over one year, with 8.33% of the shares underlying the option vesting on August 19, 2017, and an addition 8.33% of the shares underlying the option vesting at the end of each successive one-month period thereafter. 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.