Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BridgeBio Pharma, Inc.BBIO · Entity 3360 | Director | May 15, 2026 | May 19, 2026 |
| Freenome, Inc.FRNM · Entity 4644 | Director | July 20, 2026 | July 28, 2026 |
| Invitae CorpNVTA · Entity 95935 | Director | April 27, 2023 | May 01, 2023 |
| Talis Biomedical CorpTLIS · Entity 87664 | Director | June 09, 2023 | June 12, 2023 |
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.
BridgeBio Pharma, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,589 |
Ending reported balance
After 2026-05-15 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-05-15 · Exercise / conversion · Acquired 10,000 · Balance 21,589 F1: This transaction was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on June 27, 2025. Row 2 · 2026-05-15 · Sale · Disposed 6,200 · Balance 15,389 F1: This transaction was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on June 27, 2025. F2: Represents the weighted average sale price of the shares sold from $66.08 to $67.07 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions within the range set forth in this footnote. Row 3 · 2026-05-15 · Sale · Disposed 2,088 · Balance 13,301 F1: This transaction was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on June 27, 2025. F3: Represents the weighted average sale price of the shares sold from $67.10 to $68.09 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions within the range set forth in this footnote. Row 4 · 2026-05-15 · Sale · Disposed 1,512 · Balance 11,789 F1: This transaction was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on June 27, 2025. F4: Represents the weighted average sale price of the shares sold from $68.10 to $68.40 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions within the range set forth in this footnote. Row 5 · 2026-05-15 · Sale · Disposed 200 · Balance 11,589 F1: This transaction was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on June 27, 2025. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.75 · Expires 2033-06-21 | Direct | 21,501 |
Reported balance
After 2026-05-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-15 · Exercise / conversion · Disposed 10,000 · Balance 21,501 F1: This transaction was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on June 27, 2025. F5: One-third of the shares underlying the option will vest on June 21, 2024; thereafter, one-third of the underlying shares will vest on an annual basis, so that all of the underlying shares will be vested on June 21, 2026, subject to the optionee's continued service on the Board of Directors of the Company. |
| Common StockSEC Table I · non-derivative | IndirectBy Thinking Bench Capital LLC | 4,000 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 4,000 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on June 27, 2025.
F2: Represents the weighted average sale price of the shares sold from $66.08 to $67.07 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions within the range set forth in this footnote.
F3: Represents the weighted average sale price of the shares sold from $67.10 to $68.09 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions within the range set forth in this footnote.
F4: Represents the weighted average sale price of the shares sold from $68.10 to $68.40 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions within the range set forth in this footnote.
F5: One-third of the shares underlying the option will vest on June 21, 2024; thereafter, one-third of the underlying shares will vest on an annual basis, so that all of the underlying shares will be vested on June 21, 2026, subject to the optionee's continued service on the Board of Directors of the Company.
Freenome, Inc.
Report date July 20, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,235 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,235 |
| Common StockSEC Table I · non-derivative | IndirectBy Thinking Bench Capital, LLC | 91,969 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 91,969 F1: Represents shares held by Thinking Bench Capital, LLC. The Reporting Person disclaims beneficial ownership of such shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), except to the extent of his pecuniary interest therein, if any. This report shall not be deemed an admission that he is a beneficial owner of such shares for the purpose of Section 16 of the Exchange Act, or for any other purpose. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.83 · Expires 2028-07-25 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-20 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: The shares subject to this option are fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.91 · Expires 2032-04-26 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-20 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F5: This option was previously amended, pursuant to which the exercise price of the option will be automatically reduced to $8.45 upon the occurrence of certain events. F2: The shares subject to this option are fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.91 · Expires 2032-06-27 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-20 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F5: This option was previously amended, pursuant to which the exercise price of the option will be automatically reduced to $8.45 upon the occurrence of certain events. F2: The shares subject to this option are fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.92 · Expires 2033-09-10 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-20 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F5: This option was previously amended, pursuant to which the exercise price of the option will be automatically reduced to $8.45 upon the occurrence of certain events. F3: The shares subject to this option shall vest and become exercisable in forty-eight (48) equal monthly installments commencing from February 28, 2023, subject to the Reporting Person's continued service on each such vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.24 · Expires 2034-03-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-20 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F5: This option was previously amended, pursuant to which the exercise price of the option will be automatically reduced to $8.45 upon the occurrence of certain events. F4: The shares subject to this option shall vest and become exercisable in forty-eight (48) equal monthly installments commencing from March 2, 2024, subject to the Reporting Person's continued service on each such vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2035-05-28 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-20 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance Not disclosed F5: This option was previously amended, pursuant to which the exercise price of the option will be automatically reduced to $8.45 upon the occurrence of certain events. F2: The shares subject to this option are fully vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.45 · Expires 2035-10-23 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-07-20 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance Not disclosed F2: The shares subject to this option are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held by Thinking Bench Capital, LLC. The Reporting Person disclaims beneficial ownership of such shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), except to the extent of his pecuniary interest therein, if any. This report shall not be deemed an admission that he is a beneficial owner of such shares for the purpose of Section 16 of the Exchange Act, or for any other purpose.
F2: The shares subject to this option are fully vested.
F3: The shares subject to this option shall vest and become exercisable in forty-eight (48) equal monthly installments commencing from February 28, 2023, subject to the Reporting Person's continued service on each such vesting date.
F4: The shares subject to this option shall vest and become exercisable in forty-eight (48) equal monthly installments commencing from March 2, 2024, subject to the Reporting Person's continued service on each such vesting date.
F5: This option was previously amended, pursuant to which the exercise price of the option will be automatically reduced to $8.45 upon the occurrence of certain events.
Invitae Corp
Report date April 27, 2023 · Filed May 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 161,222 |
Reported balance
After 2023-04-27 transaction · row 1
1 source rowRow 1 · 2023-04-27 · Grant · Acquired 70,422 · Balance 161,222 F1: Shares issuable upon settlement of a restricted stock unit award that vests in full on May 15, 2024, subject to continued service with the Issuer through the vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.36 · Expires 2033-04-27 | Direct | 28,901 |
Reported balance
After 2023-04-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-04-27 · Grant · Acquired 28,901 · Balance 28,901 F2: Option vests in twelve equal monthly installments starting from April 27, 2023, subject to continued service with the Issuer through the applicable vesting dates. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.36 · Expires 2033-04-27 | Direct | 86,705 |
Reported balance
After 2023-04-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-04-27 · Grant · Acquired 86,705 · Balance 86,705 F3: Represents Board Chair Compensation. F2: Option vests in twelve equal monthly installments starting from April 27, 2023, subject to continued service with the Issuer through the applicable vesting dates. |
| Common StockSEC Table I · non-derivative | IndirectBy OG Family Trust | 60,000 |
Reported balance
Holding disclosure · report date 2023-04-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon settlement of a restricted stock unit award that vests in full on May 15, 2024, subject to continued service with the Issuer through the vesting date.
F2: Option vests in twelve equal monthly installments starting from April 27, 2023, subject to continued service with the Issuer through the applicable vesting dates.
F3: Represents Board Chair Compensation.
Talis Biomedical Corp
Report date June 09, 2023 · Filed June 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.50 · Expires 2033-06-09 | Direct | 95,000 |
Reported balance
After 2023-06-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-09 · Grant · Acquired 95,000 · Balance 95,000 F1: 1/12th of the shares subject to the option shall vest monthly over one year from the vesting commencement date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/12th of the shares subject to the option shall vest monthly over one year from the vesting commencement 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 26, 2019 Filed Aug 27, 2019 23:18 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 11,699 | $24.02 | $280,979.56 |
DisclosureSEC source: 0000899243-19-022539 · doc4.xml · nonDerivative · entry 1 Scott Randal W · CIK 0001337801 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By OG Family Trust Disclosed balance after: 3,478,970 F1 · kind: These sales of common stock were effected pursuant to Rule 10b5-1 sales plan adopted by the reporting person on August 10, 2018. F2 · price: Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $23.61 to $24.59. Read SEC document |
| May 28, 2019 Filed May 30, 2019 23:23 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 30,000 | $17.60 | $528,027.00 |
DisclosureSEC source: 0000899243-19-015216 · doc4.xml · nonDerivative · entry 1 Scott Randal W · CIK 0001337801 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By OG Family Trust Disclosed balance after: 3,490,669 F1 · security: These sales of common stock were effected pursuant to Rule 10b5-1 sales plan adopted by the reporting person on August 10, 2018. F2 · price: Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $17.400 to $17.845. Read SEC document |
| May 02, 2019 Filed May 6, 2019 23:14 UTC | Invitae Corp NVTA · Entity 95935 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $24.16 | $0.00 |
DisclosureSEC source: 0000899243-19-012327 · doc4.xml · derivative · entry 1 Scott Randal W · CIK 0001337801 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-05-02 F1 · derivative.exercise_date: The option vests and becomes exercisable in twelve equal monthly installments starting from May 2, 2019. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 19:13 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $19.66 | $19,657.00 |
DisclosureSEC source: 0000899243-19-004961 · doc4.xml · nonDerivative · entry 2 Scott Randal W · CIK 0001337801 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By OG Family Trust Disclosed balance after: 3,520,669 F1 · security: These sales of common stock were effected pursuant to Rule 10b5-1 sales plan adopted by the reporting person on August 10, 2018. F2 · price: Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated. F4 · price: Represents weighted average sale price. Actual sale prices ranged from $19.60 to $19.77. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 19:13 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 29,000 | $19.08 | $553,340.30 |
DisclosureSEC source: 0000899243-19-004961 · doc4.xml · nonDerivative · entry 1 Scott Randal W · CIK 0001337801 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By OG Family Trust Disclosed balance after: 3,521,669 F1 · security: These sales of common stock were effected pursuant to Rule 10b5-1 sales plan adopted by the reporting person on August 10, 2018. F2 · price: Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $18.58 to $19.57. Read SEC document |
| June 22, 2018 Filed Jun 26, 2018 00:48 UTC | Invitae Corp NVTA · Entity 95935 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $8.08 | $0.00 |
DisclosureSEC source: 0000899243-18-018014 · doc4.xml · derivative · entry 1 Scott Randal W · CIK 0001337801 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-06-22 F1 · derivative.exercise_date: The option vests and becomes exercisable in twelve equal monthly installments starting from June 22, 2018. Read SEC document |
| April 02, 2018 Filed Apr 2, 2018 20:05 UTC | Invitae Corp NVTA · Entity 95935 | PurchaseCommon Stock | 44,444 | $4.50 | $199,998.00 |
DisclosureSEC source: 0000899243-18-009049 · doc4.xml · nonDerivative · entry 1 Scott Randal W · CIK 0001337801 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Randall W. Scott and Eileen M. Scott, Trustees of the OG Family Trust Disclosed balance after: 3,550,669 Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:52 UTC | Invitae Corp NVTA · Entity 95935 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $11.13 | $0.00 |
DisclosureSEC source: 0000899243-17-011849 · doc4.xml · derivative · entry 1 Scott Randal W · CIK 0001337801 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2027-05-02 F1 · derivative.exercise_date: The option vests and becomes exercisable in twelve equal monthly installments beginning on May 2, 2017. Read SEC document |
| November 22, 2016 Filed Nov 22, 2016 23:07 UTC | Invitae Corp NVTA · Entity 95935 | PurchaseCommon Stock | 66,666 | $6.00 | $399,996.00 |
DisclosureSEC source: 0000899243-16-034175 · doc4.xml · nonDerivative · entry 1 Scott Randal W · CIK 0001337801 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,506,225 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.