Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACHILLION PHARMACEUTICALS INCACHN · Entity 12234 | Chief Financial Officer | February 09, 2018 | February 13, 2018 |
| Cullinan Therapeutics, Inc.CGEM · Entity 4766 | Chief Financial Officer | June 30, 2026 | July 02, 2026 |
| Oncorus, Inc.ONCR · Entity 112213 | Director | June 23, 2022 | June 24, 2022 |
| Tourmaline Bio, Inc.TALS · Entity 15643 | Chief Financial Officer | July 03, 2023 | July 06, 2023 |
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.
ACHILLION PHARMACEUTICALS INC
Report date February 09, 2018 · Filed February 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.90 · Expires 2028-02-09 | Direct | 250,000 |
Reported balance
After 2018-02-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-02-09 · Grant · Acquired 250,000 · Balance 250,000 F1: This option vests as to 25% of the original number of shares on the first anniversary of the grant date and as to an additional 6.25% of the original number of shares at the end of each successive three-month period thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests as to 25% of the original number of shares on the first anniversary of the grant date and as to an additional 6.25% of the original number of shares at the end of each successive three-month period thereafter.
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 | 127,921 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 1,541 · Balance 127,921 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.
Oncorus, Inc.
Report date June 23, 2022 · Filed June 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.60 · Expires 2032-06-23 | Direct | 12,500 |
Reported balance
After 2022-06-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-23 · Grant · Acquired 12,500 · Balance 12,500 F1: The option shall vest in twelve (12) equal monthly installments commencing on July 23, 2022, subject to the Reporting Person continuing to provide service through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option shall vest in twelve (12) equal monthly installments commencing on July 23, 2022, subject to the Reporting Person continuing to provide service through each such date.
Tourmaline Bio, Inc.
Report date July 03, 2023 · Filed July 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,054 |
Reported balance
After 2023-07-03 transaction · row 1
1 source rowRow 1 · 2023-07-03 · Tax withholding · Disposed 12,946 · Balance 68,054 F1: The restricted stock units ("RSUs") were granted to the Reporting Person by the issuer under the Issuer's 2021 Stock Option and Incentive Plan on September 10, 2022. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest as to 50% of the underlying shares on July 1, 2023 and the remaining 50% on July 1, 2024, subject to the Reporting Person's continued service on each such vesting date. This transaction reflects the sufficient shares sold to pay applicable income taxes related to the 50% vesting on July 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units ("RSUs") were granted to the Reporting Person by the issuer under the Issuer's 2021 Stock Option and Incentive Plan on September 10, 2022. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest as to 50% of the underlying shares on July 1, 2023 and the remaining 50% on July 1, 2024, subject to the Reporting Person's continued service on each such vesting date. This transaction reflects the sufficient shares sold to pay applicable income taxes related to the 50% vesting on July 1, 2023.
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 | 1,541 | $8.60 | $13,252.60 |
DisclosureSEC source: 0001193125-26-294863 · ownership.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,921 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 20, 2026 Filed Feb 23, 2026 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | SaleCommon Stock | 4,398 | $13.62 | $59,900.76 |
DisclosureSEC source: 0001193125-26-064261 · ownership.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,380 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 | 137,500 | $0.00 Strike: $12.44 | $0.00 |
DisclosureSEC source: 0001193125-26-059637 · ownership.xml · derivative · entry 2 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,500 Underlying: Common Stock · 137,500 shares Expires 2036-02-18 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 18, 2026 Filed Feb 19, 2026 22:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantCommon Stock | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059637 · ownership.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,778 F1 · shares: The shares underlying the restricted stock unit vest on an annual basis over four years. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 22:01 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantCommon Stock | 27 | $6.49 | $175.23 |
DisclosureSEC source: 0001193125-26-002687 · ownership.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,028 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 July 1, 2025 through December 31, 2025. 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 July 1, 2025. F3 · balance_after: Includes 2,001 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 19, 2025 Filed Feb 21, 2025 23:00 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantStock Option (Right to Buy) · Derivative | 120,000 | $0.00 Strike: $9.43 | $0.00 |
DisclosureSEC source: 0000950170-25-025027 · ownership.xml · derivative · entry 2 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 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 | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025027 · ownership.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 F1 · shares: The shares underlying the restricted stock unit vest on an annual basis over four years. Read SEC document |
| April 29, 2024 Filed May 1, 2024 01:02 UTC | Cullinan Therapeutics, Inc. CGEM · Entity 4766 | GrantStock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $27.12 | $0.00 |
DisclosureSEC source: 0000950170-24-050844 · ownership.xml · derivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2034-04-29 F1 · derivative.exercise_date: The option represents a right to purchase a total of 200,000 shares of the Issuer's Common Stock, 25% of which will become vested and exercisable on April 29, 2025, 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 |
| July 03, 2023 Filed Jul 6, 2023 21:20 UTC | Tourmaline Bio, Inc. TALS · Entity 15643 | Tax withholdingCommon Stock | 12,946 | $3.08 | $39,873.68 |
DisclosureSEC source: 0001209191-23-041617 · doc4.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,054 F1 · price: The restricted stock units ("RSUs") were granted to the Reporting Person by the issuer under the Issuer's 2021 Stock Option and Incentive Plan on September 10, 2022. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest as to 50% of the underlying shares on July 1, 2023 and the remaining 50% on July 1, 2024, subject to the Reporting Person's continued service on each such vesting date. This transaction reflects the sufficient shares sold to pay applicable income taxes related to the 50% vesting on July 1, 2023. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:57 UTC | Tourmaline Bio, Inc. TALS · Entity 15643 | GrantStock Appreciation Right · Derivative | 150,000 | $0.00 Strike: $1.73 | $0.00 |
DisclosureSEC source: 0001209191-23-006978 · doc4.xml · derivative · entry 2 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2033-02-01 F2 · derivative.exercise_date: Each Time Vested Stock Appreciation Right ("TV SAR") represents the right to receive either, (i) the largest whole number of shares of stock with a value closest to, but not in excess of, the product of the increase in fair market value of one share of common stock from the date of grant of the TV SAR to the date of exercise of the TV SAR, multiplied by the number of shares of common stock underlying the TV SAR that is being exercised, or (ii) the Company may elect to make cash payment measured by the increase in the fair market value of one share of common stock from the date of grant of the TV SAR to the date of exercise of the TV SAR. One-third of the TV SAR awards will vest on August 1, 2023 and the remaining two-thirds will vest on August 1, 2024. The TV SAR awards expire on February 1, 2033 and have an exercise price of $1.73 per share, the closing price of the common stock on the grant date. F2 · derivative.underlying_shares: Each Time Vested Stock Appreciation Right ("TV SAR") represents the right to receive either, (i) the largest whole number of shares of stock with a value closest to, but not in excess of, the product of the increase in fair market value of one share of common stock from the date of grant of the TV SAR to the date of exercise of the TV SAR, multiplied by the number of shares of common stock underlying the TV SAR that is being exercised, or (ii) the Company may elect to make cash payment measured by the increase in the fair market value of one share of common stock from the date of grant of the TV SAR to the date of exercise of the TV SAR. One-third of the TV SAR awards will vest on August 1, 2023 and the remaining two-thirds will vest on August 1, 2024. The TV SAR awards expire on February 1, 2033 and have an exercise price of $1.73 per share, the closing price of the common stock on the grant date. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:57 UTC | Tourmaline Bio, Inc. TALS · Entity 15643 | GrantStock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $1.73 | $0.00 |
DisclosureSEC source: 0001209191-23-006978 · doc4.xml · derivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2033-02-01 F1 · derivative.exercise_date: The shares underlying this option shall vest as follows: one-third on August 1, 2023 and the remaining two-thirds on August 1, 2024. Read SEC document |
| September 10, 2022 Filed Sep 13, 2022 20:29 UTC | Tourmaline Bio, Inc. TALS · Entity 15643 | GrantCommon Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-030928 · doc4.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,000 F1 · shares: The shares reported in this transaction represent restricted stock units ("RSUs") issued under the Issuer's 2021 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest as to 50% of the underlying shares on July 1, 2023 and the remaining 50% on July 1, 2024, subject to the Reporting Person's continued service on each such vesting date. Read SEC document |
| June 23, 2022 Filed Jun 24, 2022 06:44 UTC | Oncorus, Inc. ONCR · Entity 112213 | GrantStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $1.60 | $0.00 |
DisclosureSEC source: 0001209191-22-039086 · doc4.xml · derivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2032-06-23 F1 · derivative.exercise_date: The option shall vest in twelve (12) equal monthly installments commencing on July 23, 2022, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 23:00 UTC | Tourmaline Bio, Inc. TALS · Entity 15643 | GrantStock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $9.10 | $0.00 |
DisclosureSEC source: 0000899243-22-004201 · doc4.xml · derivative · entry 2 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2032-01-31 F2 · derivative.exercise_date: The shares underlying this option shall vest as follows: 25% shall vest on February 1, 2023; and the remaining shall vest in 36 equal monthly installments thereafter. Read SEC document |
| December 31, 2021 Filed Feb 2, 2022 23:00 UTC | Tourmaline Bio, Inc. TALS · Entity 15643 | GrantCommon Stock | 1,000 | $13.00 | $13,000.00 |
DisclosureSEC source: 0000899243-22-004201 · doc4.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · kind: These shares were acquired by the reporting individual under the issuer's 2021 Employee Stock Purchase Plan ("ESPP") in a transaction exempt under Rule 16b-3(c). Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 17:57 UTC | Oncorus, Inc. ONCR · Entity 112213 | GrantStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001209191-21-041617 · doc4.xml · derivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2031-06-15 F1 · derivative.exercise_date: The option shall vest in 12 equal monthly installments commencing on July 16, 2021, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 17:26 UTC | ACHILLION PHARMACEUTICALS INC ACHN · Entity 12234 | GrantEmployee Stock Option · Derivative | 250,000 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001209191-18-009677 · doc4.xml · derivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2028-02-09 F1 · derivative.exercise_date: This option vests as to 25% of the original number of shares on the first anniversary of the grant date and as to an additional 6.25% of the original number of shares at the end of each successive three-month period thereafter. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 17:22 UTC | ACHILLION PHARMACEUTICALS INC ACHN · Entity 12234 | GrantEmployee Stock Option · Derivative | 165,000 | $0.00 Strike: $4.11 | $0.00 |
DisclosureSEC source: 0001209191-17-004606 · doc4.xml · derivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,000 Underlying: Common Stock · 165,000 shares Expires 2027-01-17 F1 · derivative.exercise_date: This option vests as to 25% of the original number of shares on the first anniversary of the grant date and as to an additional 6.25% of the original number of shares at the end of each successive three-month period following the first anniversary of the grant date until the fourth anniversary of the grant date. Read SEC document |
| December 05, 2016 Filed Dec 5, 2016 17:16 UTC | ACHILLION PHARMACEUTICALS INC ACHN · Entity 12234 | PurchaseCommon Stock | 2,500 | $4.11 | $10,275.00 |
DisclosureSEC source: 0001209191-16-153420 · doc4.xml · nonDerivative · entry 1 Fenton Mary Kay · CIK 0001378589 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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.