Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ImmunityBio, Inc.IBRX · Entity 3618 | Director | June 09, 2026 | June 11, 2026 |
| UNITED THERAPEUTICS CorpUTHR · Entity 664 | Director | July 22, 2026 | July 23, 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.
ImmunityBio, Inc.
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.25 · Expires 2036-06-09 | Direct | 65,600 |
Reported balance
After 2026-06-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 65,600 · Balance 65,600 F1: Subject to the reporting person's continuing to be a Service Provider (as defined in the Issuer's 2025 Equity Incentive Plan) through such applicable vesting date, one hundred percent (100%) of the shares subject to the award will vest on the earlier to occur of June 9, 2027 or the date immediately preceding the next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to the reporting person's continuing to be a Service Provider (as defined in the Issuer's 2025 Equity Incentive Plan) through such applicable vesting date, one hundred percent (100%) of the shares subject to the award will vest on the earlier to occur of June 9, 2027 or the date immediately preceding the next annual meeting of stockholders.
UNITED THERAPEUTICS Corp
Report date July 22, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 380 |
Reported balance
After 2026-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 380 · Balance 380 F1: Each restricted stock unit represents the right to receive, following vesting, one share of United Therapeutics Corporation common stock. F2: Annual non-employee director award. F3: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders. F4: Not applicable as restricted stock units do not have an expiration date. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $527.07 · Expires 2033-07-22 | Direct | 1,190 |
Reported balance
After 2026-07-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-22 · Grant · Acquired 1,190 · Balance 1,190 F2: Annual non-employee director award. F3: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, following vesting, one share of United Therapeutics Corporation common stock.
F2: Annual non-employee director award.
F3: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders.
F4: Not applicable as restricted stock units do not have an expiration 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 |
|---|---|---|---|---|---|---|
| July 22, 2026 Filed Jul 23, 2026 20:46 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantStock Option · Derivative | 1,190 | $0.00 Strike: $527.07 | $0.00 |
DisclosureSEC source: 0001822674-26-000004 · primarydocument.xml · derivative · entry 2 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,190 Underlying: Common Stock · 1,190 shares Expires 2033-07-22 F2 · shares: Annual non-employee director award. F3 · derivative.exercise_date: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders. Read SEC document |
| July 22, 2026 Filed Jul 23, 2026 20:46 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantRestricted Stock Unit · Derivative | 380 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822674-26-000004 · primarydocument.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380 Underlying: Common Stock · 380 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of United Therapeutics Corporation common stock. F2 · shares: Annual non-employee director award. F3 · derivative.exercise_date: Annual non-employee director awards become fully vested on the earlier to occur of (a) the one-year anniversary of the grant date; or (b) the date of the next Annual Meeting of Shareholders following the grant date. June 25, 2027 is the anticipated date of the next Annual Meeting of Shareholders. F4 · derivative.expiration_date: Not applicable as restricted stock units do not have an expiration date. Read SEC document |
| June 09, 2026 Filed Jun 11, 2026 00:11 UTC | ImmunityBio, Inc. IBRX · Entity 3618 | GrantStock Option (right to buy) · Derivative | 65,600 | $0.00 Strike: $7.25 | $0.00 |
DisclosureSEC source: 0001822674-26-000003 · wk-form4_1781136692.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,600 Underlying: Common Stock · 65,600 shares Expires 2036-06-09 F1 · derivative.exercise_date: Subject to the reporting person's continuing to be a Service Provider (as defined in the Issuer's 2025 Equity Incentive Plan) through such applicable vesting date, one hundred percent (100%) of the shares subject to the award will vest on the earlier to occur of June 9, 2027 or the date immediately preceding the next annual meeting of stockholders. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 10:25 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantStock Options · Derivative | 3,650 | $0.00 Strike: $306.41 | $0.00 |
DisclosureSEC source: 0001562180-25-005527 · primarydocument.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,650 Underlying: Common Stock · 3,650 shares Expires 2035-07-24 F1 · shares: Annual non-employee director award. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 22:34 UTC | ImmunityBio, Inc. IBRX · Entity 3618 | GrantStock Option (right to buy) · Derivative | 162,786 | $0.00 Strike: $2.84 | $0.00 |
DisclosureSEC source: 0001326110-25-000091 · wk-form4_1750458862.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,786 Underlying: Common Stock · 162,786 shares Expires 2035-06-18 F1 · derivative.exercise_date: Subject to the reporting person's continuing to be a Service Provider (as defined in the Issuer's 2025 Equity Incentive Plan) through such applicable vesting date, one hundred percent (100%) of the shares subject to the award will vest on the earlier to occur of June 18, 2026 or the date immediately preceding the Issuer's next annual meeting of stockholders. Read SEC document |
| July 25, 2024 Filed Jul 26, 2024 20:30 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantStock Options · Derivative | 2,890 | $0.00 Strike: $336.37 | $0.00 |
DisclosureSEC source: 0001415889-24-020168 · form4-07262024_040717.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,890 Underlying: Common Stock · 2,890 shares Expires 2034-07-25 F1 · shares: Annual non-employee director award. F2 · derivative.exercise_date: These awards vest on the one-year anniversary of the grant date. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 22:49 UTC | ImmunityBio, Inc. IBRX · Entity 3618 | GrantStock Option (right to buy) · Derivative | 77,633 | $0.00 Strike: $5.96 | $0.00 |
DisclosureSEC source: 0001326110-24-000076 · wk-form4_1718318936.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,633 Underlying: Common Stock · 77,633 shares Expires 2034-06-11 F1 · derivative.exercise_date: Subject to the reporting person's continuing to be a Service Provider (as defined in the Issuer's 2015 Equity Incentive Plan) through such applicable vesting date, one hundred percent (100%) of the shares subject to the award will vest on the earlier to occur of June 11, 2025 or the date immediately preceding the next annual meeting of stockholders. Read SEC document |
| July 13, 2023 Filed Jul 17, 2023 10:30 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantStock Options · Derivative | 4,560 | $0.00 Strike: $229.81 | $0.00 |
DisclosureSEC source: 0001415889-23-011156 · form4-07172023_060718.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,560 Underlying: Common Stock · 4,560 shares Expires 2033-07-13 F1 · shares: Annual non-employee director award. F2 · derivative.exercise_date: These awards vest on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and his or her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 22:29 UTC | ImmunityBio, Inc. IBRX · Entity 3618 | GrantStock Option (right to buy) · Derivative | 158,263 | $0.00 Strike: $2.99 | $0.00 |
DisclosureSEC source: 0001326110-23-000089 · wk-form4_1686868141.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,263 Underlying: Common Stock · 158,263 shares Expires 2033-06-13 F1 · derivative.exercise_date: Subject to the reporting person's continuing to be a Service Provider (as defined in the 2015 Equity Incentive Plan) through such applicable vesting date, one hundred percent (100%) of the shares subject to the award will vest on the earlier to occur of June 13, 2024 or the date immediately preceding the next annual meeting of stockholders. Read SEC document |
| July 07, 2022 Filed Jul 8, 2022 21:47 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantStock Options · Derivative | 4,980 | $0.00 Strike: $240.20 | $0.00 |
DisclosureSEC source: 0001415889-22-007605 · form4-07082022_020752.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,980 Underlying: Common Stock · 4,980 shares Expires 2032-07-07 F1 · shares: Annual non-employee director award. F2 · derivative.exercise_date: Award becomes fully vested on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's board and his or her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 01:24 UTC | ImmunityBio, Inc. IBRX · Entity 3618 | GrantStock Option (right to buy) · Derivative | 167,937 | $0.00 Strike: $2.98 | $0.00 |
DisclosureSEC source: 0001326110-22-000051 · wf-form4_165534265138039.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,937 Underlying: Common Stock · 167,937 shares Expires 2032-06-14 F1 · derivative.exercise_date: Subject to the reporting person's continuing to be a Service Provider (as defined in the 2015 Equity Incentive Plan) through such applicable vesting date, one hundred percent (100%) of the shares subject to the award will vest on the earlier to occur of June 14, 2023 or the date immediately preceding the 2023 annual meeting of stockholders. Read SEC document |
| May 27, 2022 Filed May 27, 2022 20:32 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | Exercise / conversionStock Options · Derivative | 2,000 | $0.00 Strike: $102.44 | $0.00 |
DisclosureSEC source: 0001415889-22-005814 · form4-05272022_040545.xml · derivative · entry 3 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,680 Underlying: Common Stock · 2,000 shares Expires 2030-09-10 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 |
| May 27, 2022 Filed May 27, 2022 20:32 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | SaleCommon Stock | 2,000 | $228.00 | $456,000.00 |
DisclosureSEC source: 0001415889-22-005814 · form4-05272022_040545.xml · nonDerivative · entry 2 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 27, 2022 Filed May 27, 2022 20:32 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | Exercise / conversionCommon Stock | 2,000 | $102.44 | $204,880.00 |
DisclosureSEC source: 0001415889-22-005814 · form4-05272022_040545.xml · nonDerivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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. Read SEC document |
| July 08, 2021 Filed Jul 9, 2021 20:54 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantStock Options · Derivative | 6,450 | $183.98 Strike: $183.98 | $1,186,671.00 |
DisclosureSEC source: 0001127602-21-021763 · form4.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,450 Underlying: Common Stock · 6,450 shares Expires 2031-07-08 F1 · shares: Annual non-employee director grant of stock options, which are awarded and priced each year on the date of the first board meeting following the issuer's Annual Meeting of Shareholders. F2 · derivative.exercise_date: Award becomes fully vested on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and his or her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 22:35 UTC | ImmunityBio, Inc. IBRX · Entity 3618 | GrantStock Option (right to buy) · Derivative | 26,064 | $0.00 Strike: $14.91 | $0.00 |
DisclosureSEC source: 0001209191-21-040351 · doc4.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,064 Underlying: Common Stock · 26,064 shares Expires 2031-06-10 F1 · derivative.exercise_date: Subject to the reporting person's continuing to be a Service Provider (as defined in the 2015 Equity Incentive Plan) through such applicable vesting date, one hundred percent (100%) of the shares subject to the award will vest on the earlier to occur of June 10, 2022 or the date immediately preceding the 2022 annual meeting of stockholders. Read SEC document |
| May 03, 2021 Filed May 5, 2021 22:05 UTC | ImmunityBio, Inc. IBRX · Entity 3618 | GrantStock Option (right to buy) · Derivative | 21,873 | $0.00 Strike: $17.24 | $0.00 |
DisclosureSEC source: 0001209191-21-030446 · doc4.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,873 Underlying: Common Stock · 21,873 shares Expires 2031-05-03 F1 · derivative.exercise_date: Subject to the reporting person's continuing to be a Service Provider (as defined in the 2015 Equity Incentive Plan) through such applicable vesting date, the shares subject to the award will vest in three (3) equal installments on each of March 29, 2022, March 29, 2023 and March 29, 2024, such that the award will be fully vested March 29, 2024. Read SEC document |
| September 10, 2020 Filed Sep 11, 2020 12:02 UTC | UNITED THERAPEUTICS Corp UTHR · Entity 664 | GrantStock Options · Derivative | 20,680 | $0.00 Strike: $102.44 | $0.00 |
DisclosureSEC source: 0001127602-20-024966 · form4.xml · derivative · entry 1 MAXWELL LINDA · CIK 0001822674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,680 Underlying: Common Stock · 20,680 shares Expires 2030-09-10 F1 · derivative.exercise_date: Award becomes fully vested on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. F1 · derivative.expiration_date: Award becomes fully vested on the one-year anniversary of the grant date only if the reporting person attends at least 75% of the regularly scheduled meetings of the issuer's Board and her committee meetings from the date of grant until the date of the issuer's next annual meeting of shareholders. 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.