Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BridgeBio Pharma, Inc.BBIO · Entity 3360 | Director | June 22, 2026 | June 24, 2026 |
| Roivant Sciences Ltd.ROIV · Entity 3185 | Director | September 16, 2026 | September 18, 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.
BridgeBio Pharma, Inc.
Report date June 22, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,070 |
Reported balance
After 2026-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 3,990 · Balance 19,070 F1: Grant of restricted stock units ("RSUs") under the Issuer's 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan. The RSUs vest in full on June 22, 2027, subject to the Reporting Person's continued service on the Issuer's board of directors through the vesting date. F2: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3: The 80,000 shares reported herein as indirectly owned through the James C. Momtazee Revocable Trust (the "Trust") were previously reported as directly owned by the Reporting Person. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $68.92 · Expires 2036-06-21 | Direct | 5,277 |
Reported balance
After 2026-06-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-22 · Grant · Acquired 5,277 · Balance 5,277 F4: The shares underlying the stock option vest in full on June 22, 2027, subject to the Reporting Person's continued service on the Issuer's board of directors through the vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy The James Momtazee Revocable Trust | 80,000 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 80,000 F3: The 80,000 shares reported herein as indirectly owned through the James C. Momtazee Revocable Trust (the "Trust") were previously reported as directly owned by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units ("RSUs") under the Issuer's 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan. The RSUs vest in full on June 22, 2027, subject to the Reporting Person's continued service on the Issuer's board of directors through the vesting date.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.
F3: The 80,000 shares reported herein as indirectly owned through the James C. Momtazee Revocable Trust (the "Trust") were previously reported as directly owned by the Reporting Person.
F4: The shares underlying the stock option vest in full on June 22, 2027, subject to the Reporting Person's continued service on the Issuer's board of directors through the vesting date.
Roivant Sciences Ltd.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 111,959 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Grant · Acquired 5,054 · Balance 111,959 F1: Reflects an annual award of restricted stock units with respect to Common Shares ("RSUs") granted pursuant to the Company's 2021 Equity Incentive Plan and the Company's Non-Employee Director Compensation Policy. The award of RSUs is scheduled to vest 100% on September 16, 2027, subject generally to the reporting person's service as a director through such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.57 · Expires 2036-09-15 | Direct | 10,531 |
Reported balance
After 2026-09-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-16 · Grant · Acquired 10,531 · Balance 10,531 F2: Reflects an annual award of stock options to purchase Common Shares granted pursuant to the Company's 2021 Equity Incentive Plan and the Company's Non-Employee Director Compensation Policy. The award of stock options is scheduled to vest and become exercisable 100% on September 16, 2027, subject generally to the reporting person's service as a director through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an annual award of restricted stock units with respect to Common Shares ("RSUs") granted pursuant to the Company's 2021 Equity Incentive Plan and the Company's Non-Employee Director Compensation Policy. The award of RSUs is scheduled to vest 100% on September 16, 2027, subject generally to the reporting person's service as a director through such date.
F2: Reflects an annual award of stock options to purchase Common Shares granted pursuant to the Company's 2021 Equity Incentive Plan and the Company's Non-Employee Director Compensation Policy. The award of stock options is scheduled to vest and become exercisable 100% on September 16, 2027, subject generally to the reporting person's service as a director through such date.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ENTELLUS MEDICAL INC
Report date February 28, 2018 · Filed March 01, 2018
Section 16 reporting ended · disclosed 2018-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-02-28 transaction · row 1
1 source rowRow 1 · 2018-02-28 · Disposition to issuer · Disposed 3,750 · Balance 0 F1: Disposed of pursuant to an Agreement and Plan of Merger, dated December 7, 2017, between Entellus Medical, Inc., Stryker Corporation and Explorer Merger Sub Corp. in exchange for a cash payment of $24.00 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.67 · Expires 2027-07-14 | Direct | 0 |
Reported balance
After 2018-02-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-02-28 · Disposition to issuer · Disposed 7,500 · Balance 0 F2: This option, which provided for vesting in 12 equal quarterly installments commencing on July 14, 2017, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to an Agreement and Plan of Merger, dated December 7, 2017, between Entellus Medical, Inc., Stryker Corporation and Explorer Merger Sub Corp. in exchange for a cash payment of $24.00 per share.
F2: This option, which provided for vesting in 12 equal quarterly installments commencing on July 14, 2017, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option.
Montes Archimedes Acquisition Corp
Report date September 30, 2021 · Filed October 04, 2021
Section 16 reporting ended · disclosed 2021-10-04. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
PRA Health Sciences, Inc.
Report date July 01, 2021 · Filed July 01, 2021
Section 16 reporting ended · disclosed 2021-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Disposition to issuer · Disposed 3,521 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (as it may be amended from time to time) (the "Merger Agreement"), dated as of February 24, 2021, by and among the Issuer, ICON plc ("ICON"), ICON US Holdings Inc. ("US HoldCo") and Indigo Merger Sub, Inc., each share of the Issuer's common stock was converted into the right to receive from ICON, 0.4125 of one ordinary share of ICON, and, from US HoldCo, $80.00 in cash, without any interest thereon (collectively, the "Merger Consideration"). F2: Pursuant to the Merger Agreement, each award of restricted stock of the Issuer that is outstanding immediately prior to the effective time of the merger was converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (as it may be amended from time to time) (the "Merger Agreement"), dated as of February 24, 2021, by and among the Issuer, ICON plc ("ICON"), ICON US Holdings Inc. ("US HoldCo") and Indigo Merger Sub, Inc., each share of the Issuer's common stock was converted into the right to receive from ICON, 0.4125 of one ordinary share of ICON, and, from US HoldCo, $80.00 in cash, without any interest thereon (collectively, the "Merger Consideration").
F2: Pursuant to the Merger Agreement, each award of restricted stock of the Issuer that is outstanding immediately prior to the effective time of the merger was converted into the right to receive the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| November 20, 2020 Filed Nov 20, 2020 22:36 UTC | Montes Archimedes Acquisition Corp MAAC · Entity 134996 | OtherClass B common stock · Derivative | 1,232,044 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-128061 · a4.xml · derivative · entry 1 MOMTAZEE JAMES C · CIK 0001209181 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Patient Square Capital LLC Disclosed balance after: 10,167,956 Underlying: Class A common stock · 1,232,044 shares Expires not disclosed F2 · derivative.exercise_price: As described in the issuer's registration statement on Form S-1 (File No. 333-248802) under the heading "Description of Securities-Founder Shares", the shares of Class B common stock, par value $0.0001, will automatically convert into shares of Class A common stock, par value $0.0001, of the issuer at the time of the issuer's initial partnering transaction on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F1 · kind: This Form 4 reflects the automatic surrender to the issuer of 1,285,637 of the issuer's shares of Class B common stock, par value $0.0001 per share, for no consideration by the Patient Square Capital LLC (the "Sponsor") pursuant to contractual arrangements with the issuer, triggered by the expiration of the option of the underwriter of the issuer's initial public offering to purchase additional units. F2 · price: As described in the issuer's registration statement on Form S-1 (File No. 333-248802) under the heading "Description of Securities-Founder Shares", the shares of Class B common stock, par value $0.0001, will automatically convert into shares of Class A common stock, par value $0.0001, of the issuer at the time of the issuer's initial partnering transaction on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F2 · derivative.exercise_date: As described in the issuer's registration statement on Form S-1 (File No. 333-248802) under the heading "Description of Securities-Founder Shares", the shares of Class B common stock, par value $0.0001, will automatically convert into shares of Class A common stock, par value $0.0001, of the issuer at the time of the issuer's initial partnering transaction on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F2 · derivative.expiration_date: As described in the issuer's registration statement on Form S-1 (File No. 333-248802) under the heading "Description of Securities-Founder Shares", the shares of Class B common stock, par value $0.0001, will automatically convert into shares of Class A common stock, par value $0.0001, of the issuer at the time of the issuer's initial partnering transaction on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F3 · ownership.direct: The securities reported herein are held by the Sponsor. The reporting person controls the Sponsor, and as such has voting and investment discretion with respect to the securities held by the the Sponsor and may be deemed to have beneficial ownership of the securities held directly by the Sponsor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 23:19 UTC | BridgeBio Pharma, Inc. BBIO · Entity 3360 | GrantStock Option (right to buy) · Derivative | 112,422 | $0.00 Strike: $29.00 | $0.00 |
DisclosureSEC source: 0000899243-20-015304 · doc4.xml · derivative · entry 1 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,422 Underlying: Common Stock · 112,422 shares Expires 2030-06-01 F1 · derivative.exercise_date: The stock option vests and becomes exercisable in three annual installments after June 2, 2020, subject to the Reporting Person's continued service on the Issuer's Board of Directors through each such date. Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:58 UTC | PRA Health Sciences, Inc. PRAH · Entity 15912 | GrantCommon Stock | 1,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-064311 · a4.xml · nonDerivative · entry 1 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,191 F1 · kind: Represents a grant of restricted stock that will vest on the first anniversary of the grant date, subject to continued service on such date. Read SEC document |
| February 12, 2020 Filed Feb 15, 2020 00:16 UTC | BridgeBio Pharma, Inc. BBIO · Entity 3360 | GrantStock Option (Right to Buy) · Derivative | 24,927 | $0.00 Strike: $34.65 | $0.00 |
DisclosureSEC source: 0000899243-20-004747 · doc4.xml · derivative · entry 2 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,927 Underlying: Common Stock · 24,927 shares Expires 2030-02-11 Read SEC document |
| February 12, 2020 Filed Feb 15, 2020 00:16 UTC | BridgeBio Pharma, Inc. BBIO · Entity 3360 | GrantCommon Stock | 8,491 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-004747 · doc4.xml · nonDerivative · entry 1 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,491 Read SEC document |
| December 12, 2019 Filed Dec 17, 2019 02:03 UTC | BridgeBio Pharma, Inc. BBIO · Entity 3360 | GrantStock Option (right to buy) · Derivative | 82,878 | $0.00 Strike: $37.45 | $0.00 |
DisclosureSEC source: 0000899243-19-029353 · doc4.xml · derivative · entry 1 MOMTAZEE JAMES C · CIK 0001209181 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,878 Underlying: Common Stock · 82,878 shares Expires 2029-12-11 F1 · derivative.exercise_date: The stock option vests and becomes exercisable in three annual installments after December 12, 2019, subject to the Reporting Person's continued service to the Issuer through each such date. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 13:24 UTC | PRA Health Sciences, Inc. PRAH · Entity 15912 | GrantCommon Stock | 1,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-046055 · a4.xml · nonDerivative · entry 1 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,443 F1 · kind: Represents a grant of restricted stock that will vest on June 3, 2020, subject to continued service on such date. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 15:54 UTC | ENTELLUS MEDICAL INC ENTL · Entity 16119 | Disposition to issuerStock Option (right to buy) · Derivative | 7,500 | $6.33 Strike: $17.67 | $47,475.00 |
DisclosureSEC source: 0001235802-18-000031 · primary_doc.xml · derivative · entry 2 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2027-07-14 F2 · derivative.exercise_date: This option, which provided for vesting in 12 equal quarterly installments commencing on July 14, 2017, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 15:54 UTC | ENTELLUS MEDICAL INC ENTL · Entity 16119 | Disposition to issuerCommon Stock, $0.001 par value | 3,750 | $24.00 | $90,000.00 |
DisclosureSEC source: 0001235802-18-000031 · primary_doc.xml · nonDerivative · entry 1 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to an Agreement and Plan of Merger, dated December 7, 2017, between Entellus Medical, Inc., Stryker Corporation and Explorer Merger Sub Corp. in exchange for a cash payment of $24.00 per share. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 16:46 UTC | ENTELLUS MEDICAL INC ENTL · Entity 16119 | GrantStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $17.67 | $0.00 |
DisclosureSEC source: 0001235802-17-000104 · primary_doc.xml · derivative · entry 2 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2027-07-14 F3 · derivative.exercise_date: This option vests with respect to 1/12th of the shares subject to the option on each quarterly anniversary of July 14, 2017 (the "Grant Date") occurring over the three-year period immediately following the Grant Date, subject to the Reporting Person's continued service with the Company through the applicable vesting date. F2 · ownership.direct: Mr. Momtazee is an executive of Kohlberg Kravis Roberts & Co. L.P. (together, with its affiliates, "KKR"). Mr. Momtazee is required to transfer to KKR the economic benefits of his compensation received in connection with his service on the board of directors of the Issuer. Mr. Momtazee disclaims beneficial ownership over these securities, except to the extent of his pecuniary interest therein, if any, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership for purposes of Section 16 of the Securities Exchange Act of 1934 or any other purpose. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 16:46 UTC | ENTELLUS MEDICAL INC ENTL · Entity 16119 | GrantCommon Stock, $0.001 par value | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001235802-17-000104 · primary_doc.xml · nonDerivative · entry 1 MOMTAZEE JAMES C · CIK 0001209181 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 F1 · balance_after: These shares will be issued over time upon vesting pursuant to a restricted stock unit granted under the Entellus Medical, Inc. 2015 Incentive Award Plan. F2 · ownership.direct: Mr. Momtazee is an executive of Kohlberg Kravis Roberts & Co. L.P. (together, with its affiliates, "KKR"). Mr. Momtazee is required to transfer to KKR the economic benefits of his compensation received in connection with his service on the board of directors of the Issuer. Mr. Momtazee disclaims beneficial ownership over these securities, except to the extent of his pecuniary interest therein, if any, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership for purposes of Section 16 of the Securities Exchange Act of 1934 or any other purpose. 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.