Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Allogene Therapeutics, Inc.ALLO · Entity 5243 | President and CEO | July 01, 2026 | July 06, 2026 |
| Instil Bio, Inc.TIL · Entity 7177 | Chief Medical Officer | March 04, 2022 | March 07, 2022 |
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.
Allogene Therapeutics, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 134,530 |
Reported balance
After 2026-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 134,530 · Balance 134,530 F1: Represents an award of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Companys Common Stock. The RSUs will vest in 4 successive equal annual installments over the four-year period measured from July 20, 2026, subject to continued service through the vesting date. |
| Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.11 · Expires 2036-07-01 | Direct | 476,190 |
Reported balance
After 2026-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-01 · Grant · Acquired 476,190 · Balance 476,190 F2: 25% of the shares subject to the stock option shall vest on July 1, 2027, and the remaining shares shall vest in 36 equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Companys Common Stock. The RSUs will vest in 4 successive equal annual installments over the four-year period measured from July 20, 2026, subject to continued service through the vesting date.
F2: 25% of the shares subject to the stock option shall vest on July 1, 2027, and the remaining shares shall vest in 36 equal monthly installments thereafter.
Instil Bio, Inc.
Report date March 04, 2022 · Filed March 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.62 · Expires 2032-03-03 | Direct | 245,000 |
Reported balance
After 2022-03-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-04 · Grant · Acquired 245,000 · Balance 245,000 F1: Twenty-five percent (25%) of the shares subject to the option vest on March 4, 2023, and the remaining shares subject to the option shall vest in thirty-six (36) equal monthly installments thereafter, subject to the Reporting Person continuing to provide service through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Twenty-five percent (25%) of the shares subject to the option vest on March 4, 2023, and the remaining shares subject to the option shall vest in thirty-six (36) equal monthly installments thereafter, subject to the Reporting Person continuing to provide service through each 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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 6, 2026 21:51 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantStock Option (Right to buy) · Derivative | 476,190 | $0.00 Strike: $2.11 | $0.00 |
DisclosureSEC source: 0001851044-26-000005 · wk-form4_1783374679.xml · derivative · entry 2 Roberts Zachary · CIK 0001851044 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,190 Underlying: Common Stock · 476,190 shares Expires 2036-07-01 F2 · derivative.exercise_date: 25% of the shares subject to the stock option shall vest on July 1, 2027, and the remaining shares shall vest in 36 equal monthly installments thereafter. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:51 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantRestricted Stock Unit · Derivative | 134,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001851044-26-000005 · wk-form4_1783374679.xml · derivative · entry 1 Roberts Zachary · CIK 0001851044 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,530 Underlying: Common Stock · 134,530 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Companys Common Stock. The RSUs will vest in 4 successive equal annual installments over the four-year period measured from July 20, 2026, subject to continued service through the vesting date. F1 · derivative.exercise_date: Represents an award of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Companys Common Stock. The RSUs will vest in 4 successive equal annual installments over the four-year period measured from July 20, 2026, subject to continued service through the vesting date. F1 · derivative.expiration_date: Represents an award of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Companys Common Stock. The RSUs will vest in 4 successive equal annual installments over the four-year period measured from July 20, 2026, subject to continued service through the vesting date. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 22:07 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantRestricted Stock Unit · Derivative | 203,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001737287-26-000002 · wk-form4_1770242855.xml · derivative · entry 3 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,307 Underlying: Common Stock · 203,307 shares Expires not disclosed F4 · derivative.exercise_price: Represents an award of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Companys Common Stock. The RSUs will vest in 4 successive equal annual installments over the four-year period measured from February 2, 2026, subject to continued service through the vesting date. F4 · derivative.exercise_date: Represents an award of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Companys Common Stock. The RSUs will vest in 4 successive equal annual installments over the four-year period measured from February 2, 2026, subject to continued service through the vesting date. F4 · derivative.expiration_date: Represents an award of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Companys Common Stock. The RSUs will vest in 4 successive equal annual installments over the four-year period measured from February 2, 2026, subject to continued service through the vesting date. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 22:07 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantStock Option (Right to buy) · Derivative | 718,763 | $0.00 Strike: $1.87 | $0.00 |
DisclosureSEC source: 0001737287-26-000002 · wk-form4_1770242855.xml · derivative · entry 2 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 718,763 Underlying: Common Stock · 718,763 shares Expires 2036-02-02 F3 · derivative.exercise_date: 25% of the shares subject to the stock option shall vest on February 2, 2027, and the remaining shares shall vest in 36 equal monthly installments thereafter. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 22:07 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | SaleCommon Stock | 35,700 | $1.77 | $63,189.00 |
DisclosureSEC source: 0001737287-26-000002 · wk-form4_1770242855.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 581,166 F1 · shares: Represents the number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plan to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $1.71 to $1.87, inclusive. The reporting person undertakes to provide 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 |
| January 21, 2026 Filed Jan 23, 2026 21:15 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | SaleCommon Stock | 26,269 | $1.56 | $40,979.64 |
DisclosureSEC source: 0001851044-26-000003 · wk-form4_1769202908.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 616,866 F1 · shares: Represents the number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plan to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:12 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | SaleCommon Stock | 18,832 | $1.70 | $32,014.40 |
DisclosureSEC source: 0001737287-25-000016 · wk-form4_1738789969.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 643,135 F1 · shares: Represents the number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plant to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| January 24, 2025 Filed Jan 29, 2025 01:13 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantStock Option (Right to buy) · Derivative | 614,844 | $0.00 Strike: $1.94 | $0.00 |
DisclosureSEC source: 0001737287-25-000006 · wk-form4_1738113175.xml · derivative · entry 2 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 614,844 Underlying: Common Stock · 614,844 shares Expires 2035-01-24 F1 · derivative.exercise_date: 25% of the shares subject to the stock option shall vest on January 24, 2026, and the remaining shares shall vest in 36 equal monthly installments thereafter. Read SEC document |
| January 24, 2025 Filed Jan 29, 2025 01:13 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantCommon Stock | 173,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001737287-25-000006 · wk-form4_1738113175.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 661,967 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:30 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | SaleCommon Stock | 27,199 | $1.78 | $48,414.22 |
DisclosureSEC source: 0001737287-25-000003 · wk-form4_1737667821.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488,054 F1 · shares: Represents the number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plant to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.78 to $1.805, inclusive. The reporting person undertakes to provide 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 with in the rage set forth above. Read SEC document |
| January 25, 2024 Filed Jan 31, 2024 22:45 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantStock Option (Right to buy) · Derivative | 494,949 | $0.00 Strike: $3.20 | $0.00 |
DisclosureSEC source: 0001593968-24-000193 · primary_01.xml · derivative · entry 2 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 494,949 Underlying: Common Stock · 494,949 shares Expires 2034-01-25 F1 · derivative.exercise_date: 1/3 of the shares subject to the stock option shall vest on January 25, 2025, and the remaining shares shall vest in 24 equal monthly installments thereafter. Read SEC document |
| January 25, 2024 Filed Jan 31, 2024 22:45 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantCommon Stock | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-24-000193 · primary_01.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,253 Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 22:25 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | Tax withholdingCommon Stock | 24,690 | $3.17 | $78,375.94 |
DisclosureSEC source: 0001593968-24-000142 · primary_01.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,253 F1 · shares: Represents the number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plan to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.15 to $3.205, 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 |
| March 22, 2023 Filed Mar 25, 2023 00:16 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantCommon Stock | 148,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-23-000525 · primary_01.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,943 F1 · shares: Represents performance RSUs which shall vest as follows: (1) 33% shall vest if the 30-day weighted average stock price is equal to or greater than $18 and (2) 67% shall vest upon the first regulatory approval of a product candidate. Notwithstanding the foregoing (1) any portion that vests upon the stock price threshold shall no longer vest and be terminated after three years from the grant date if such threshold has not been met in such three-year period, and (2) any portion that vests upon product candidate approval shall no longer vest and be terminated after five years from the grant date if such approval has not occurred in such five-year period. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 22:02 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantStock Option (Right to Buy) · Derivative | 873,015 | $0.00 Strike: $6.55 | $0.00 |
DisclosureSEC source: 0001737287-23-000004 · primary_doc.xml · derivative · entry 2 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 873,015 Underlying: Common Stock · 873,015 shares Expires 2033-01-20 F1 · derivative.exercise_date: 25% of the shares subject to the stock option shall vest on January 03, 2024, and the remaining shares shall vest in 36 equal monthly installments thereafter. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 22:02 UTC | Allogene Therapeutics, Inc. ALLO · Entity 5243 | GrantCommon Stock | 251,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001737287-23-000004 · primary_doc.xml · nonDerivative · entry 1 Roberts Zachary · CIK 0001851044 · EVP of R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,908 Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 22:10 UTC | Instil Bio, Inc. TIL · Entity 7177 | GrantEmployee Stock Option (right to buy) · Derivative | 245,000 | $8.62 Strike: $8.62 | $2,111,900.00 |
DisclosureSEC source: 0001789769-22-000016 · wf-form4_164669099729627.xml · derivative · entry 1 Roberts Zachary · CIK 0001851044 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,000 Underlying: Common Stock · 245,000 shares Expires 2032-03-03 F1 · derivative.exercise_date: Twenty-five percent (25%) of the shares subject to the option vest on March 4, 2023, and the remaining shares subject to the option shall vest in thirty-six (36) equal monthly installments thereafter, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| October 07, 2021 Filed Oct 8, 2021 20:04 UTC | Instil Bio, Inc. TIL · Entity 7177 | GrantEmployee Stock Option (right to buy) · Derivative | 120,000 | $0.00 Strike: $0.83 | $0.00 |
DisclosureSEC source: 0001789769-21-000063 · wf-form4_163372346517423.xml · derivative · entry 1 Roberts Zachary · CIK 0001851044 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,000 Underlying: Common Stock · 120,000 shares Expires 2030-05-08 F1 · derivative.exercise_date: Represents performance-based stock option previously granted to the Reporting Person by the Issuer on May 9, 2020. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on October 7, 2021, resulting in the immediate vesting of the stock option as to 120,000 shares of Common Stock. Read SEC document |
| September 10, 2021 Filed Sep 13, 2021 22:59 UTC | Instil Bio, Inc. TIL · Entity 7177 | GrantEmployee Stock Option (right to buy) · Derivative | 120,000 | $0.00 Strike: $0.83 | $0.00 |
DisclosureSEC source: 0001789769-21-000059 · wf-form4_163157393793773.xml · derivative · entry 1 Roberts Zachary · CIK 0001851044 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 shares Expires 2030-05-08 F1 · derivative.exercise_date: Represents performance-based stock option previously granted to the Reporting Person by the Issuer on May 9, 2020. The performance conditions applicable to the award were determined to have been satisfied by the Issuer's Compensation Committee on September 10, 2021, resulting in the immediate vesting of the stock option as to 120,000 shares of Common Stock. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:54 UTC | Instil Bio, Inc. TIL · Entity 7177 | GrantEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $16.25 | $0.00 |
DisclosureSEC source: 0001789769-21-000036 · wf-form4_162093922749824.xml · derivative · entry 1 Roberts Zachary · CIK 0001851044 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2031-05-10 F1 · derivative.exercise_date: The option vests in forty-eight (48) equal monthly installments commencing on June 11, 2021, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| March 18, 2021 Filed Mar 23, 2021 00:57 UTC | Instil Bio, Inc. TIL · Entity 7177 | GrantEmployee Stock Option (right to buy) · Derivative | 240,000 | $0.00 Strike: $5.95 | $0.00 |
DisclosureSEC source: 0001209191-21-022479 · doc4.xml · derivative · entry 1 Roberts Zachary · CIK 0001851044 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,000 Underlying: Common Stock · 240,000 shares Expires 2031-02-09 F1 · derivative.exercise_date: The option vests in forty-eight (48) equal monthly installments commencing on March 19, 2021, subject to the Reporting Person continuing to provide service through each such date. 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.