Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Connect Biopharma Holdings LtdCNTB · Entity 6516 | Director | March 16, 2026 | March 16, 2026 |
| Elicio Therapeutics, Inc.ELTX · Entity 299 | Director | August 31, 2026 | September 02, 2026 |
| Jazz Pharmaceuticals plcJAZZ · Entity 818 | SVP, Finance & PAO | March 05, 2019 | March 08, 2019 |
| LAVA Therapeutics NVLVTX · Entity 73047 | Director | November 13, 2025 | November 17, 2025 |
| Serina Therapeutics, Inc.SER · Entity 9581 | Director | June 17, 2026 | June 22, 2026 |
| Vaxart, Inc.VXRT · Entity 6654 | Director | June 16, 2021 | June 17, 2021 |
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.
Connect Biopharma Holdings Ltd
Report date March 16, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,000 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.16 · Expires 2030-11-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-16 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: The stock option is fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.12 · Expires 2032-03-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-16 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F1: The stock option is fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.27 · Expires 2033-03-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-16 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F1: The stock option is fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.18 · Expires 2034-03-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-16 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F1: The stock option is fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.96 · Expires 2035-06-24 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-16 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F1: The stock option is fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.50 · Expires 2036-03-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-16 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F2: The stock option fully vests and becomes exercisable on March 2, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option is fully vested and exercisable.
F2: The stock option fully vests and becomes exercisable on March 2, 2027.
Elicio Therapeutics, Inc.
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.70 · Expires 2036-08-31 | Direct | 21,750 |
Reported balance
After 2026-08-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 21,750 · Balance 21,750 F1: The stock option represents the annual non-employee director equity award to the Reporting Person and shall vest and become exercisable in full on the earlier of (A) August 31, 2027, the one-year anniversary of the date of grant, and (B) the annual meeting of the Issuer's stockholders held in 2027, subject to the Reporting Person continuing to provide services to the Issuer through such vesting date. No additional equity award will be made to the Reporting Person in connection with the 2026 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option represents the annual non-employee director equity award to the Reporting Person and shall vest and become exercisable in full on the earlier of (A) August 31, 2027, the one-year anniversary of the date of grant, and (B) the annual meeting of the Issuer's stockholders held in 2027, subject to the Reporting Person continuing to provide services to the Issuer through such vesting date. No additional equity award will be made to the Reporting Person in connection with the 2026 annual meeting of stockholders.
Jazz Pharmaceuticals plc
Report date March 05, 2019 · Filed March 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 18,385 |
Ending reported balance
After 2019-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-05 · Tax withholding · Disposed 276 · Balance 18,687 F1: Shares withheld to satisfy tax obligations arising out of vesting of a portion of previously granted restricted stock units. Row 2 · 2019-03-05 · Tax withholding · Disposed 302 · Balance 18,385 F1: Shares withheld to satisfy tax obligations arising out of vesting of a portion of previously granted restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax obligations arising out of vesting of a portion of previously granted restricted stock units.
LAVA Therapeutics NV
Report date November 13, 2025 · Filed November 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-11-13 transaction · row 1
1 source rowRow 1 · 2025-11-13 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: Disposed of pursuant to that certain Purchase Agreement, dated August 3, 2025, by and between the Issuer and XOMA Royalty Corporation (as amended, the " Purchase Agreement") in exchange for (i) $1.04 in cash per share (the "Cash Amount"), plus (ii) one non-transferable contingent value right ("CVR") per share. |
| Share Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.93 · Expires 2035-02-12 | Direct | 0 |
Reported balance
After 2025-11-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-11-13 · Disposition to issuer · Disposed 33,390 · Balance 0 F2: This option was cancelled pursuant to that certain Purchase Agreement in exchange for cash and CVRs (without interest and net of applicable withholding tax and other applicable deductions) in an amount equal to (i) the excess of $1.04 over the per share exercise price of such option multiplied by the total number of shares underlying such in option and (ii) one CVR per share underlying such in-the-money option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Purchase Agreement, dated August 3, 2025, by and between the Issuer and XOMA Royalty Corporation (as amended, the " Purchase Agreement") in exchange for (i) $1.04 in cash per share (the "Cash Amount"), plus (ii) one non-transferable contingent value right ("CVR") per share.
F2: This option was cancelled pursuant to that certain Purchase Agreement in exchange for cash and CVRs (without interest and net of applicable withholding tax and other applicable deductions) in an amount equal to (i) the excess of $1.04 over the per share exercise price of such option multiplied by the total number of shares underlying such in option and (ii) one CVR per share underlying such in-the-money option.
Serina Therapeutics, Inc.
Report date June 17, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.98 · Expires 2036-06-17 | Direct | 15,250 |
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 15,250 · Balance 15,250 F2: The stock options will vest on the earlier of (i) the day before the next Annual Meeting or (ii) the one-year anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the applicable vesting dates. |
| Common StockSEC Table I · non-derivative | Direct | 30,100 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 30,100 F1: This row is being reported to update the previously reported number of shares beneficially owned by the Reporting Person and does not reflect an unreported transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: This row is being reported to update the previously reported number of shares beneficially owned by the Reporting Person and does not reflect an unreported transaction.
F2: The stock options will vest on the earlier of (i) the day before the next Annual Meeting or (ii) the one-year anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the applicable vesting dates.
Vaxart, Inc.
Report date June 16, 2021 · Filed June 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.79 · Expires 2031-06-15 | Direct | 15,097 |
Reported balance
After 2021-06-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-06-16 · Grant · Acquired 15,097 · Balance 15,097 F1: The shares subject to this option shall vest on the earlier of the date of the 2022 annual meeting of stockholders of the Issuer and June 16, 2022, the first anniversary of the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to this option shall vest on the earlier of the date of the 2022 annual meeting of stockholders of the Issuer and June 16, 2022, the first anniversary of the date of the grant.
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 |
|---|---|---|---|---|---|---|
| March 02, 2017 Filed Mar 6, 2017 23:57 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantOrdinary Shares | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001232524-17-000063 · edgardoc.xml · nonDerivative · entry 1 WILSON KAREN J · CIK 0001267490 · SVP, Finance & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,325 F1 · kind: These restricted stock units are granted pursuant to the Issuer's 2011 Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one ordinary share upon the vesting of the unit. These units vest in equal annual installments over four years measured from the vesting commencement date of March 5, 2017, with 1/4th vesting on the first anniversary of the vesting commencement date and the remainder vesting in equal annual installments over the subsequent three years. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:17 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | Tax withholdingOrdinary Shares | 935 | $136.97 | $128,066.95 |
DisclosureSEC source: 0001232524-17-000038 · edgardoc.xml · nonDerivative · entry 1 WILSON KAREN J · CIK 0001267490 · SVP, Finance & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,825 F1 · kind: Shares withheld to satisfy tax obligations arising out of vesting of a portion of previously granted restricted stock units. F2 · balance_after: Includes 50 ordinary shares acquired under a Section 423 Employee Stock Purchase Plan on November 30, 2016. 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.