Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACADIA PHARMACEUTICALS INCACAD · Entity 3913 | Director | May 29, 2026 | June 01, 2026 |
| BELLICUM PHARMACEUTICALS, INCBLCM · Entity 107976 | Director | January 03, 2023 | January 05, 2023 |
| CHIMERIX INCCMRX · Entity 80651 | Director | June 20, 2019 | June 24, 2019 |
| CYTOKINETICS INCCYTK · Entity 3528 | Director | July 15, 2026 | July 16, 2026 |
| HALOZYME THERAPEUTICS, INC.HALO · Entity 793 | Director | October 01, 2026 | October 03, 2026 |
| MADRIGAL PHARMACEUTICALS, INC.MDGL · Entity 3441 | Director | June 17, 2026 | June 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.
ACADIA PHARMACEUTICALS INC
Report date May 29, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,148 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Exercise / conversion · Acquired 8,107 · Balance 12,148 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-29 · Exercise / conversion · Disposed 8,107 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F2: The restricted stock units vested in full on May 29, 2026, the date on which an annual meeting of stockholders was held. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,311 |
Reported balance
After 2026-05-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-29 · Grant · Acquired 9,311 · Balance 9,311 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F4: The restricted stock units will vest in full on the earlier of one year following the date of grant or the next annual meeting of stockholders. The reporting person has elected to defer receipt of the shares of common stock underlying the restricted stock units until the earliest of the following: (i) the fifth anniversary of the date of grant of such restricted stock unit award; (ii) the date that is 30 days following the date on which the director ceases to serve as a member of the board of directors of the Issuer or otherwise provide services to the Issuer; and (iii) a change in control of the Issuer as defined in the Issuer's 2024 Equity Incentive Plan, as amended. |
| Director Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.66 · Expires 2036-05-28 | Direct | 16,004 |
Reported balance
After 2026-05-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-29 · Grant · Acquired 16,004 · Balance 16,004 F3: The shares subject to each stock option will vest quarterly over one year following the date of grant, with the final tranche vesting on the earlier of one year following the date of grant or the next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
F2: The restricted stock units vested in full on May 29, 2026, the date on which an annual meeting of stockholders was held.
F3: The shares subject to each stock option will vest quarterly over one year following the date of grant, with the final tranche vesting on the earlier of one year following the date of grant or the next annual meeting of stockholders.
F4: The restricted stock units will vest in full on the earlier of one year following the date of grant or the next annual meeting of stockholders. The reporting person has elected to defer receipt of the shares of common stock underlying the restricted stock units until the earliest of the following: (i) the fifth anniversary of the date of grant of such restricted stock unit award; (ii) the date that is 30 days following the date on which the director ceases to serve as a member of the board of directors of the Issuer or otherwise provide services to the Issuer; and (iii) a change in control of the Issuer as defined in the Issuer's 2024 Equity Incentive Plan, as amended.
BELLICUM PHARMACEUTICALS, INC
Report date January 03, 2023 · Filed January 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,873 |
Reported balance
After 2023-01-03 transaction · row 1
1 source rowRow 1 · 2023-01-03 · Exercise / conversion · Acquired 60,414 · Balance 109,873 F1: The Reporting Person was granted Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of BLCM common stock. The RSUs vest in full on January 3, 2024, the one-year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of BLCM common stock. The RSUs vest in full on January 3, 2024, the one-year anniversary of the grant date.
CHIMERIX INC
Report date June 20, 2019 · Filed June 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.37 · Expires 2029-06-19 | Direct | 21,000 |
Reported balance
After 2019-06-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-06-20 · Grant · Acquired 21,000 · Balance 21,000 F1: The shares subject to the option vest in a series of 12 equal monthly installments from the date of grant; provided, however, that the option shall become fully vested on the date that is the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the Company's 2020 annual stockholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option vest in a series of 12 equal monthly installments from the date of grant; provided, however, that the option shall become fully vested on the date that is the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the Company's 2020 annual stockholder meeting.
CYTOKINETICS INC
Report date July 15, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,390 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 151 · Balance 3,390 F1: Shares of common stock granted pursuant to the Cytokinetics Equity in lieu of Cash Retainer Program. Shares are fully vested at the time of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock granted pursuant to the Cytokinetics Equity in lieu of Cash Retainer Program. Shares are fully vested at the time of grant.
HALOZYME THERAPEUTICS, INC.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,169 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 1,169 · Balance 1,169 F1: Represents restricted stock units granted under the Issuer's director compensation program. Each stock unit represents the right to receive one share of common stock and is scheduled to vest on the date of the Issuer's 2027 annual meeting of stockholders. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $106.94 · Expires 2036-10-01 | Direct | 1,775 |
Reported balance
After 2026-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-01 · Grant · Acquired 1,775 · Balance 1,775 F2: Represents stock options granted under the Issuer's director compensation program. This grant will vest in full on the date of the Issuer's 2027 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted under the Issuer's director compensation program. Each stock unit represents the right to receive one share of common stock and is scheduled to vest on the date of the Issuer's 2027 annual meeting of stockholders.
F2: Represents stock options granted under the Issuer's director compensation program. This grant will vest in full on the date of the Issuer's 2027 annual meeting of stockholders.
MADRIGAL PHARMACEUTICALS, INC.
Report date June 17, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,081 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 454 · Balance 3,081 F1: Represents a grant of restricted stock units which vest on the earlier of (i) June 17, 2027 and (ii) the date of the Issuer's annual meeting of stockholders to be held in 2027, provided the Reporting Person continues in service with the Issuer on such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $499.86 · Expires 2036-06-17 | Direct | 766 |
Reported balance
After 2026-06-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-17 · Grant · Acquired 766 · Balance 766 F2: The option vests as to 100% of underlying shares on the earlier of (i) June 17, 2027 and (ii) the date of the Issuer's annual meeting of stockholders to be held in 2027, provided the Reporting Person continues in service with the Issuer on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units which vest on the earlier of (i) June 17, 2027 and (ii) the date of the Issuer's annual meeting of stockholders to be held in 2027, provided the Reporting Person continues in service with the Issuer on such date.
F2: The option vests as to 100% of underlying shares on the earlier of (i) June 17, 2027 and (ii) the date of the Issuer's annual meeting of stockholders to be held in 2027, provided the Reporting Person continues in service with the Issuer on such 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 |
|---|---|---|---|---|---|---|
| September 09, 2019 Filed Sep 11, 2019 23:18 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | SaleCommon Stock | 400 | $38.39 | $15,356.00 |
DisclosureSEC source: 0001209191-19-049230 · doc4.xml · nonDerivative · entry 3 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 23:18 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | SaleCommon Stock | 29,600 | $37.79 | $1,118,504.08 |
DisclosureSEC source: 0001209191-19-049230 · doc4.xml · nonDerivative · entry 2 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.33 to $38.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth above. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 23:18 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | Exercise / conversionCommon Stock | 30,000 | $17.52 | $525,600.00 |
DisclosureSEC source: 0001209191-19-049230 · doc4.xml · nonDerivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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 |
| June 27, 2019 Filed Jul 1, 2019 21:55 UTC | MADRIGAL PHARMACEUTICALS, INC. MDGL · Entity 3441 | GrantStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $100.45 | $0.00 |
DisclosureSEC source: 0000899243-19-018669 · doc4.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2024-06-27 F1 · derivative.exercise_date: The option vests as to 50% of underlying shares on the first anniversary of the grant date, and as to 12.5% of the underlying shares on each of the first through fourth quarterly anniversaries succeeding such first anniversary, provided that the Reporting Person continues to serve as a director of the Issuer as of such applicable anniversary dates. Read SEC document |
| June 26, 2019 Filed Jun 28, 2019 21:11 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $25.24 | $0.00 |
DisclosureSEC source: 0001209191-19-039524 · doc4.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 22,500 shares Expires 2029-06-26 F1 · derivative.exercise_date: 25% of the shares subject to the Stock Option vest and become exercisable at the end of each 3-month period following the date of grant. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 14:35 UTC | CHIMERIX INC CMRX · Entity 80651 | GrantStock Option (Right to Buy) · Derivative | 21,000 | $0.00 Strike: $3.37 | $0.00 |
DisclosureSEC source: 0001209191-19-038723 · doc4.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 Underlying: Common Stock · 21,000 shares Expires 2029-06-19 F1 · derivative.exercise_date: The shares subject to the option vest in a series of 12 equal monthly installments from the date of grant; provided, however, that the option shall become fully vested on the date that is the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the Company's 2020 annual stockholder meeting. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 16:05 UTC | BELLICUM PHARMACEUTICALS, INC BLCM · Entity 107976 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.96 | $0.00 |
DisclosureSEC source: 0001358403-19-000095 · wf-form4_156054269353350.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2029-06-12 F1 · derivative.exercise_date: The shares subject to the option vest and become exercisable in full on the one-year anniversary of the grant date. Read SEC document |
| May 02, 2019 Filed May 3, 2019 20:12 UTC | HALOZYME THERAPEUTICS, INC. HALO · Entity 793 | GrantCommon Stock | 12,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005501 · edgar.xml · nonDerivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,873 F1 · shares: Represents annual restricted stock grant under the Issuer's director compensation program. This grant will vest in full on the earlier of (i) May 2, 2020 or (ii) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 17:39 UTC | CHIMERIX INC CMRX · Entity 80651 | GrantStock Option (Right to Buy) · Derivative | 21,000 | $0.00 Strike: $4.82 | $0.00 |
DisclosureSEC source: 0001209191-18-039002 · doc4.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 Underlying: Common Stock · 21,000 shares Expires 2028-06-19 F1 · derivative.exercise_date: The shares subject to the option vest in a series of 12 equal monthly installments from the date of grant; provided, however, that the option shall become fully vested on the date that is the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the Company's 2019 annual stockholder meeting. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 16:32 UTC | BELLICUM PHARMACEUTICALS, INC BLCM · Entity 107976 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $9.80 | $0.00 |
DisclosureSEC source: 0001358403-18-000063 · wf-form4_152935391430653.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-06-13 F1 · derivative.exercise_date: The shares subject to the option vest and become exercisable in equal monthly installments until the Issuer's 2019 Annual Meeting of stockholders. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:06 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $17.52 | $0.00 |
DisclosureSEC source: 0001415889-18-000911 · form4-06082018_020602.xml · derivative · entry 2 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2028-06-05 F2 · security: Annual committee grant. F1 · derivative.exercise_date: 25% of the shares subject to the Stock Option vest and become exercisable at the end of each 3-month period following the date of grant. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:06 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $17.52 | $0.00 |
DisclosureSEC source: 0001415889-18-000911 · form4-06082018_020602.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2028-06-05 F1 · derivative.exercise_date: 25% of the shares subject to the Stock Option vest and become exercisable at the end of each 3-month period following the date of grant. Read SEC document |
| May 02, 2018 Filed May 2, 2018 23:39 UTC | HALOZYME THERAPEUTICS, INC. HALO · Entity 793 | GrantCommon Stock | 10,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006087 · edgar.xml · nonDerivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,700 F1 · shares: Represents annual restricted stock grant under the Issuer's director compensation program. This grant will vest in full on the earlier of (i) May 2, 2019 or (ii) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 21:24 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $28.85 | $0.00 |
DisclosureSEC source: 0001415889-17-001229 · form4-07192017_020709.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2027-07-16 F1 · derivative.exercise_date: 25% of the shares subject to the stock option vest and become exercisable at the end of each 3-month period following the date of ACADIA's 2017 Annual Meeting of Stockholders, or June 13, 2017. Read SEC document |
| June 28, 2017 Filed Jun 29, 2017 16:22 UTC | CHIMERIX INC CMRX · Entity 80651 | GrantStock Option (Right to Buy) · Derivative | 21,000 | $0.00 Strike: $5.53 | $0.00 |
DisclosureSEC source: 0001209191-17-042292 · doc4.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 Underlying: Common Stock · 21,000 shares Expires 2027-06-27 F1 · derivative.exercise_date: The shares subject to the option vest in a series of 12 equal monthly installments from the date of grant; provided, however, that the option shall become fully vested on the date that is the earlier of (i) the one-year anniversary of the date of grant and (ii) the date of the Company's 2018 annual stockholder meeting. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 16:35 UTC | BELLICUM PHARMACEUTICALS, INC BLCM · Entity 107976 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001358403-17-000091 · wf-form4_149755892545494.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2027-06-13 F1 · derivative.exercise_date: The shares subject to the option vest and become exercisable in equal monthly installments until the Issuer's 2018 Annual Meeting of stockholders. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 22:15 UTC | ACADIA PHARMACEUTICALS INC ACAD · Entity 3913 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $27.25 | $0.00 |
DisclosureSEC source: 0001415889-17-000992 · form4-06142017_030634.xml · derivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2027-06-12 F1 · derivative.exercise_date: 25% of the shares subject to the Stock Option vest and become exercisable at the end of each 3-month period following the date of grant. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:53 UTC | HALOZYME THERAPEUTICS, INC. HALO · Entity 793 | GrantCommon Stock | 14,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-006690 · edgar.xml · nonDerivative · entry 1 Daly James M · CIK 0001560782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,337 F1 · shares: Represents annual restricted stock grant under the Issuer's director compensation program. This grant will vest in full on the earlier of (i) May 4, 2018 or (ii) the date of the Issuer's next annual meeting of stockholders. 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.