Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cullinan Therapeutics, Inc.CGEM · Entity 4766 | Chief Legal Officer | June 30, 2026 | July 02, 2026 |
| GENOCEA BIOSCIENCES, INC.GNCA · Entity 12635 | CHIEF LEGAL & COMPLIANCE OFF | June 01, 2022 | June 02, 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.
Cullinan Therapeutics, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,559 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 2,470 · Balance 130,559 F1: The reporting person is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2021 Employee Stock Purchase Plan (the "ESPP"), for the purchase period of January 1, 2026 through June 30, 2026. This transaction is also exempt under Rule 16b-3(c). F2: In accordance with the ESPP, the shares were purchased based on 85% of the closing price of the Issuer's common stock on January 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2021 Employee Stock Purchase Plan (the "ESPP"), for the purchase period of January 1, 2026 through June 30, 2026. This transaction is also exempt under Rule 16b-3(c).
F2: In accordance with the ESPP, the shares were purchased based on 85% of the closing price of the Issuer's common stock on January 2, 2026.
GENOCEA BIOSCIENCES, INC.
Report date June 01, 2022 · Filed June 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,000 |
Reported balance
After 2022-06-01 transaction · row 1
1 source rowRow 1 · 2022-06-01 · Sale · Disposed 2,500 · Balance 43,000 |
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 2, 2026 21:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantCommon Stock | 2,470 | $8.60 | $21,242.00 |
DisclosureSEC source: 0001193125-26-294869 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,559 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2021 Employee Stock Purchase Plan (the "ESPP"), for the purchase period of January 1, 2026 through June 30, 2026. This transaction is also exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, the shares were purchased based on 85% of the closing price of the Issuer's common stock on January 2, 2026. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 3,601 | $14.47 | $52,106.47 |
DisclosureSEC source: 0001193125-26-071997 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,089 F1 · kind: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 3,742 | $13.62 | $50,966.04 |
DisclosureSEC source: 0001193125-26-064255 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,690 F1 · kind: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantStock Option (Right to Buy) · Derivative | 230,000 | $0.00 Strike: $12.44 | $0.00 |
DisclosureSEC source: 0001193125-26-059641 · ownership.xml · derivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,000 Underlying: Common Stock · 230,000 shares Expires 2036-02-18 F1 · derivative.exercise_date: The shares underlying the option vest over four years, with one forty-eighth (1/48th) of the shares vesting in equal monthly installments until the fourth anniversary of the grant date. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 3,480 | $9.67 | $33,651.60 |
DisclosureSEC source: 0001193125-25-327033 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,432 F1 · kind: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. F2 · balance_after: Includes 2,017 shares of common stock that the Reporting Person purchased pursuant to the Issuer's 2021 Employee Stock Purchase Plan for the purchase period of January 1, 2025 through June 30, 2025 that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 3,756 | $8.53 | $32,038.68 |
DisclosureSEC source: 0000950170-25-029197 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,895 F1 · shares: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $9.43 | $0.00 |
DisclosureSEC source: 0000950170-25-025030 · ownership.xml · derivative · entry 2 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2035-02-19 F2 · derivative.exercise_date: The shares underlying the option vest over four years, with one forty-eighth (1/48th) of the shares vesting in equal monthly installments until the fourth anniversary of the grant date. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025030 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,651 F1 · shares: The shares underlying the restricted stock unit vest on an annual basis over four years. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 3,482 | $11.41 | $39,729.62 |
DisclosureSEC source: 0000950170-24-139123 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,651 F1 · shares: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0000950170-24-019457 · ownership.xml · derivative · entry 2 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2034-02-22 F2 · derivative.exercise_date: The shares underlying the option vest over four years, with one forty-eighth (1/48th) of the shares vesting in equal monthly installments until the fourth anniversary of the grant date. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-019457 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,133 F1 · shares: The shares underlying the restricted stock unit vest on an annual basis over four years. Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 22:30 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 1,400 | $8.50 | $11,900.00 |
DisclosureSEC source: 0000950170-23-072755 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,133 F1 · shares: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $8.49 to $8.50. The Reporting Person undertakes to provide to the Issuer, any shareholder 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 in this footnote. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 23:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 290 | $8.22 | $2,383.80 |
DisclosureSEC source: 0000950170-23-071986 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,533 F1 · shares: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:17 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 291 | $12.94 | $3,765.54 |
DisclosureSEC source: 0000950170-23-029157 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,823 F1 · shares: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:45 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 291 | $8.76 | $2,549.16 |
DisclosureSEC source: 0000899243-23-013360 · doc4.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,114 F1 · shares: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 20:30 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 290 | $10.71 | $3,105.90 |
DisclosureSEC source: 0000950170-23-013697 · ownership.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,405 F1 · shares: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| March 20, 2023 Filed Mar 27, 2023 20:05 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 305 | $11.32 | $3,452.60 |
DisclosureSEC source: 0000899243-23-009715 · doc4.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,695 F1 · shares: Sale of shares to cover personal income tax obligations upon vesting of restricted stock units. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 23:54 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantStock Option (Right to Buy) · Derivative | 93,500 | $0.00 Strike: $11.34 | $0.00 |
DisclosureSEC source: 0000899243-23-005732 · doc4.xml · derivative · entry 2 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,500 Underlying: Common Stock · 93,500 shares Expires 2033-02-16 F2 · derivative.exercise_date: The shares underlying the option vest over four years, with one forty-eighth (1/48th) of the shares vesting in equal monthly installments until the fourth anniversary of the grant date. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 23:54 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantCommon Stock | 47,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-005732 · doc4.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 F1 · shares: The shares underlying the restricted stock unit vest over four years, with one forty-eighth (1/48th) of the shares vesting in equal monthly installments until the fourth anniversary of the grant date. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 21:07 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantStock Option (Right to Buy) · Derivative | 190,000 | $0.00 Strike: $14.16 | $0.00 |
DisclosureSEC source: 0000899243-22-028821 · doc4.xml · derivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,000 Underlying: Common Stock · 190,000 shares Expires 2032-08-14 F1 · derivative.exercise_date: The option represents a right to purchase a total of 190,000 shares of the Issuer's Common Stock, 25% of which will become fully vested and exercisable on August 15, 2023, with the remaining shares vesting in equal monthly installments over the following three years thereafter, subject to the Reporting Person's continued employment with the Issuer on each such vesting date. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 16:32 UTC | GENOCEA BIOSCIENCES, INC. GNCA · Entity 12635 | SaleCommon Stock | 2,500 | $0.06 | $150.25 |
DisclosureSEC source: 0001457612-22-000070 · wf-form4_165420193363459.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · CHIEF LEGAL & COMPLIANCE OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 16:17 UTC | GENOCEA BIOSCIENCES, INC. GNCA · Entity 12635 | GrantStock Option (Right to Buy) · Derivative | 112,500 | $0.00 Strike: $1.11 | $0.00 |
DisclosureSEC source: 0001457612-22-000036 · wf-form4_164754823054205.xml · derivative · entry 2 SUMER JACQUELYN L · CIK 0001844824 · CHIEF LEGAL & COMPLIANCE OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,500 Underlying: Common Stock · 112,500 shares Expires 2022-03-15 F2 · derivative.exercise_date: The options are scheduled to vest in 48 equal monthly installments beginning on the first monthly anniversary of the grant date. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 16:17 UTC | GENOCEA BIOSCIENCES, INC. GNCA · Entity 12635 | GrantCommon Stock | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001457612-22-000036 · wf-form4_164754823054205.xml · nonDerivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · CHIEF LEGAL & COMPLIANCE OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,500 F1 · shares: Restricted stock units that represent the contingent right to receive, at settlement, one share of common stock. The restricted stock units are scheduled to vest 25% on each of the first four anniversaries of the grant date. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 13:48 UTC | GENOCEA BIOSCIENCES, INC. GNCA · Entity 12635 | GrantRestricted Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001457612-21-000032 · wf-form4_161600329031947.xml · derivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · CHIEF LEGAL & COMPLIANCE OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: Vesting of these restricted stock units depends on the average closing price of a share of Genocea Biosciences, Inc.'s common stock over the sixty trading days immediately preceding December 31, 2023. The"target" number of restricted stock units is reported. Between 75% and 150% of the target number of units may vest on December 31, 2023, with the vesting percentage determined based on actual performance. F2 · derivative.expiration_date: Vesting of these restricted stock units depends on the average closing price of a share of Genocea Biosciences, Inc.'s common stock over the sixty trading days immediately preceding December 31, 2023. The"target" number of restricted stock units is reported. Between 75% and 150% of the target number of units may vest on December 31, 2023, with the vesting percentage determined based on actual performance. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 09:11 UTC | GENOCEA BIOSCIENCES, INC. GNCA · Entity 12635 | GrantStock Option (Right to Buy) · Derivative | 115,000 | $3.07 Strike: $3.07 | $353,050.00 |
DisclosureSEC source: 0001457612-21-000028 · wf-form4_161469424787072.xml · derivative · entry 1 SUMER JACQUELYN L · CIK 0001844824 · CHIEF LEGAL & COMPLIANCE OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,000 Underlying: Common Stock · 115,000 shares Expires 2031-03-01 F1 · derivative.exercise_date: The Stock Option shall become exercisable as to 1/4th of the shares subject to the option on the first anniversary of the Grant Date and thereafter as to 1/36th of the shares on each subsequent monthly anniversary of the Grant Date (rounded down to the nearest whole share, except for the final vesting period, with respect to which all remaining shares will vest). 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.