Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Corvex, Inc.MOVE · Entity 5811 | Director · Co-Chief Executive Officer | July 07, 2026 | July 08, 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.
Corvex, Inc.
Report date July 07, 2026 · Filed July 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,414,723 |
Reported balance
After 2026-07-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-07 · Conversion · Acquired 3,345,523 · Balance 6,414,723 F1: Based on automatic conversion of 3,345.5239 shares of Series C Non-Voting Convertible Preferred Stock, par value $0.0001 per share (the "Series C Preferred Stock") into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). F2: Includes unvested restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote (3) | 711,321 |
Reported balance
After 2026-07-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-07-07 · Conversion · Acquired 708,154 · Balance 711,321 F3: Based on automatic conversion of 708.1544 shares of Series C Preferred Stock into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). The securities are held by John Adler Crystal III Roth IRA ("Roth IRA") for the benefit of the Reporting Person. The Reporting Person has sole voting and dispositive power over the common stock held by the Roth IRA. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. |
| Series C Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-07-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-07 · Conversion · Disposed 3,345.5239 · Balance 0 F4: The Series C Preferred Stock automatically converted into shares of common stock on July 7, 2026 at a conversion ratio of 1 to 1000 shares of common stock. F1: Based on automatic conversion of 3,345.5239 shares of Series C Non-Voting Convertible Preferred Stock, par value $0.0001 per share (the "Series C Preferred Stock") into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). F5: The preferred stock is perpetual and therefore has no expiration date |
| Series C Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSee footnote (3) | 0 |
Reported balance
After 2026-07-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-07 · Conversion · Disposed 708.1544 · Balance 0 F4: The Series C Preferred Stock automatically converted into shares of common stock on July 7, 2026 at a conversion ratio of 1 to 1000 shares of common stock. F3: Based on automatic conversion of 708.1544 shares of Series C Preferred Stock into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). The securities are held by John Adler Crystal III Roth IRA ("Roth IRA") for the benefit of the Reporting Person. The Reporting Person has sole voting and dispositive power over the common stock held by the Roth IRA. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. F5: The preferred stock is perpetual and therefore has no expiration date |
Filing footnotes · ownership attribution and instrument terms
F1: Based on automatic conversion of 3,345.5239 shares of Series C Non-Voting Convertible Preferred Stock, par value $0.0001 per share (the "Series C Preferred Stock") into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash).
F2: Includes unvested restricted stock units.
F3: Based on automatic conversion of 708.1544 shares of Series C Preferred Stock into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). The securities are held by John Adler Crystal III Roth IRA ("Roth IRA") for the benefit of the Reporting Person. The Reporting Person has sole voting and dispositive power over the common stock held by the Roth IRA. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein.
F4: The Series C Preferred Stock automatically converted into shares of common stock on July 7, 2026 at a conversion ratio of 1 to 1000 shares of common stock.
F5: The preferred stock is perpetual and therefore has no 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 07, 2026 Filed Jul 8, 2026 22:31 UTC | Corvex, Inc. MOVE · Entity 5811 | ConversionSeries C Preferred Stock · Derivative | 708.1544 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-298813 · ownership.xml · derivative · entry 4 Crystal John Adler III · CIK 0002117217 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote (3) Disclosed balance after: 0 Underlying: Common Stock · 708,154 shares Expires not disclosed 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. F4 · derivative.exercise_price: The Series C Preferred Stock automatically converted into shares of common stock on July 7, 2026 at a conversion ratio of 1 to 1000 shares of common stock. F3 · price: Based on automatic conversion of 708.1544 shares of Series C Preferred Stock into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). The securities are held by John Adler Crystal III Roth IRA ("Roth IRA") for the benefit of the Reporting Person. The Reporting Person has sole voting and dispositive power over the common stock held by the Roth IRA. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. F5 · derivative.expiration_date: The preferred stock is perpetual and therefore has no expiration date Read SEC document |
| July 07, 2026 Filed Jul 8, 2026 22:31 UTC | Corvex, Inc. MOVE · Entity 5811 | ConversionSeries C Preferred Stock · Derivative | 3,345.5239 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-298813 · ownership.xml · derivative · entry 3 Crystal John Adler III · CIK 0002117217 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,345,523 shares Expires not disclosed 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. F4 · derivative.exercise_price: The Series C Preferred Stock automatically converted into shares of common stock on July 7, 2026 at a conversion ratio of 1 to 1000 shares of common stock. F1 · price: Based on automatic conversion of 3,345.5239 shares of Series C Non-Voting Convertible Preferred Stock, par value $0.0001 per share (the "Series C Preferred Stock") into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). F5 · derivative.expiration_date: The preferred stock is perpetual and therefore has no expiration date Read SEC document |
| July 07, 2026 Filed Jul 8, 2026 22:31 UTC | Corvex, Inc. MOVE · Entity 5811 | ConversionCommon Stock | 708,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-298813 · ownership.xml · nonDerivative · entry 2 Crystal John Adler III · CIK 0002117217 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote (3) Disclosed balance after: 711,321 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. F3 · shares: Based on automatic conversion of 708.1544 shares of Series C Preferred Stock into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). The securities are held by John Adler Crystal III Roth IRA ("Roth IRA") for the benefit of the Reporting Person. The Reporting Person has sole voting and dispositive power over the common stock held by the Roth IRA. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| July 07, 2026 Filed Jul 8, 2026 22:31 UTC | Corvex, Inc. MOVE · Entity 5811 | ConversionCommon Stock | 3,345,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-298813 · ownership.xml · nonDerivative · entry 1 Crystal John Adler III · CIK 0002117217 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,414,723 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. F1 · shares: Based on automatic conversion of 3,345.5239 shares of Series C Non-Voting Convertible Preferred Stock, par value $0.0001 per share (the "Series C Preferred Stock") into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:27 UTC | Corvex, Inc. MOVE · Entity 5811 | ConversionSeries B Preferred Stock · Derivative | 3.1677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-138263 · ownership.xml · derivative · entry 4 Crystal John Adler III · CIK 0002117217 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote (3) Disclosed balance after: 0 Underlying: Common Stock · 3,167 shares Expires not disclosed 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. F4 · derivative.exercise_price: The Series B Preferred Stock automatically converts into shares of common stock on March 31, 2026 at a conversion ratio of 1 to 1000 shares of common stock. F3 · price: Based on automatic conversion of 3.1677 shares of Series B Preferred Stock into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). The securities are held by John Adler Crystal III Roth IRA ("Roth IRA") for the benefit of the Reporting Person. The Reporting Person has sole voting and dispositive power over the common stock held by the Roth IRA. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. F5 · derivative.expiration_date: The preferred stock is perpetual and therefore has no expiration date Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:27 UTC | Corvex, Inc. MOVE · Entity 5811 | ConversionSeries B Preferred Stock · Derivative | 14.9652 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-138263 · ownership.xml · derivative · entry 3 Crystal John Adler III · CIK 0002117217 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,965 shares Expires not disclosed 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. F4 · derivative.exercise_price: The Series B Preferred Stock automatically converts into shares of common stock on March 31, 2026 at a conversion ratio of 1 to 1000 shares of common stock. F1 · price: Based on automatic conversion of 14.9652 shares of Series B Convertible Preferred Stock, par value $0.0001 per share (the "Series B Preferred Stock") into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). F5 · derivative.expiration_date: The preferred stock is perpetual and therefore has no expiration date Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:27 UTC | Corvex, Inc. MOVE · Entity 5811 | ConversionCommon Stock | 3,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-138263 · ownership.xml · nonDerivative · entry 2 Crystal John Adler III · CIK 0002117217 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote (3) Disclosed balance after: 3,167 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. F3 · shares: Based on automatic conversion of 3.1677 shares of Series B Preferred Stock into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). The securities are held by John Adler Crystal III Roth IRA ("Roth IRA") for the benefit of the Reporting Person. The Reporting Person has sole voting and dispositive power over the common stock held by the Roth IRA. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:27 UTC | Corvex, Inc. MOVE · Entity 5811 | ConversionCommon Stock | 14,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-138263 · ownership.xml · nonDerivative · entry 1 Crystal John Adler III · CIK 0002117217 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,069,200 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. F1 · shares: Based on automatic conversion of 14.9652 shares of Series B Convertible Preferred Stock, par value $0.0001 per share (the "Series B Preferred Stock") into shares of common stock at a conversion ratio of 1 to 1,000 shares of common stock (as adjusted for fractional shares paid in cash). F2 · balance_after: Includes unvested restricted stock units. 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.