Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kodiak Sciences Inc.KOD · Entity 4388 | Director | June 30, 2026 | July 02, 2026 |
| Xencor IncXNCR · Entity 4487 | Director · PRESIDENT & CEO | March 05, 2026 | March 09, 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.
Kodiak Sciences Inc.
Report date June 30, 2026 · Filed July 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 $38.96 · Expires 2036-06-29 | Direct | 17,731 |
Reported balance
After 2026-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 17,731 · Balance 17,731 F1: One hundred percent (100%) of the shares subject to the option shall vest upon the earlier of June 30, 2027 or one (1) day prior to the Issuer's next annual meeting occurring after the grant date, in each case, provided the Reporting Person continues to serve as a member of the Issuer's board of directors through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: One hundred percent (100%) of the shares subject to the option shall vest upon the earlier of June 30, 2027 or one (1) day prior to the Issuer's next annual meeting occurring after the grant date, in each case, provided the Reporting Person continues to serve as a member of the Issuer's board of directors through the applicable vesting date.
Xencor Inc
Report date March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 546,316 |
Ending reported balance
After 2026-03-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-05 · Sale · Disposed 14,870 · Balance 552,922 F1: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 36,581 restricted stock units. Row 2 · 2026-03-06 · Sale · Disposed 6,606 · Balance 546,316 F2: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 18,179 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 36,581 restricted stock units.
F2: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 18,179 restricted stock units.
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 03, 2021 Filed Mar 4, 2021 01:01 UTC | Xencor Inc XNCR · Entity 4487 | SaleCommon Stock | 2,850 | $44.88 | $127,908.86 |
DisclosureSEC source: 0001415889-21-001300 · form4-03032021_080345.xml · nonDerivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,064 F1 · shares: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 7,868 restricted stock units. F2 · price: The weighted average sale price for the transaction reported was $44.8803, and the range of prices were between $44.8801 and $45.15. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided. F3 · balance_after: Includes the following shares acquired by the reporting person pursuant to the Issuer's Employee Stock Purchase Plan: 232 shares acquired in June 2020 and 178 shares acquired in December 2020. Read SEC document |
| June 30, 2020 Filed Jul 3, 2020 01:09 UTC | Kodiak Sciences Inc. KOD · Entity 4388 | GrantStock Option (Right to Buy) · Derivative | 7,106 | $0.00 Strike: $54.12 | $0.00 |
DisclosureSEC source: 0001209191-20-040820 · doc4.xml · derivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,106 Underlying: Common Stock · 7,106 shares Expires 2030-06-29 F1 · derivative.exercise_date: One hundred percent (100%) of the shares subject to the option shall vest upon the earlier of June 30, 2021 or one (1) day prior to the Issuer's next annual meeting occurring after the grant date, provided the Reporting Person continues to serve as a member of the Issuer's board of directors through the applicable vesting date. Read SEC document |
| June 08, 2020 Filed Jun 11, 2020 00:15 UTC | Kodiak Sciences Inc. KOD · Entity 4388 | GrantStock Option (Right to Buy) · Derivative | 4,135 | $0.00 Strike: $62.50 | $0.00 |
DisclosureSEC source: 0001209191-20-035712 · doc4.xml · derivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,135 Underlying: Common Stock · 4,135 shares Expires 2030-06-07 F1 · derivative.exercise_date: One hundred percent (100%) of the shares subject to the option shall vest upon the earlier of June 8, 2021 or one (1) day prior to the Issuer's next annual meeting occurring after the grant date, in each case, provided the Reporting Person continues to serve as a member of the Issuer's board of directors through the applicable vesting date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:14 UTC | Xencor Inc XNCR · Entity 4487 | GrantStock Option (Right to Buy) · Derivative | 141,628 | $0.00 Strike: $32.28 | $0.00 |
DisclosureSEC source: 0001209191-20-016053 · doc4.xml · derivative · entry 2 Dahiyat Bassil I · CIK 0001591312 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,628 Underlying: Common Stock · 141,628 shares Expires 2030-03-01 F4 · derivative.exercise_date: 25% of the shares subject to the option shall vest on the one year anniversary of March 2, 2020 (the "Vesting Commencement Date") and 1/48th of the shares shall vest monthly thereafter, such that the option shall be fully vested on the four year anniversary of the Vesting Commencement Date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:14 UTC | Xencor Inc XNCR · Entity 4487 | GrantCommon Stock | 23,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016053 · doc4.xml · nonDerivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,504 F1 · shares: Represents restricted stock units that vest as follows: 1/3 of the shares vest on the first, second and third anniversaries of the date of grant. F2 · balance_after: Since the date of the reporting person's last ownership report, he transferred 224,052 shares of the Issuer's common stock to his former spouse pursuant to a domestic relations order. F3 · balance_after: Includes the following shares acquired by the reporting person pursuant to the Issuer's Employee Stock Purchase Plan: 289 shares acquired in December 2018, 297 shares acquired in June 2019 and 298 shares acquired in December 2019. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 20:19 UTC | Kodiak Sciences Inc. KOD · Entity 4388 | GrantStock Option (Right to Buy) · Derivative | 24,747 | $0.00 Strike: $10.13 | $0.00 |
DisclosureSEC source: 0000899243-19-015587 · doc4.xml · derivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,747 Underlying: Common Stock · 24,747 shares Expires 2029-06-02 F1 · derivative.exercise_date: One hundred percent (100%) of the shares subject to the option shall vest upon the earlier of June 3, 2020 or one (1) day prior to the Issuer's next annual meeting occurring after the grant date, in each case, provided the Reporting Person continues to serve as a member of the Issuer's board of directors through the applicable vesting date. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:36 UTC | Xencor Inc XNCR · Entity 4487 | GrantStock Option (right to buy) · Derivative | 138,655 | $0.00 Strike: $36.31 | $0.00 |
DisclosureSEC source: 0001209191-19-010194 · doc4.xml · derivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,655 Underlying: Common Stock · 138,655 shares Expires 2029-02-11 F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on the one year anniversary of February 12, 2019 (the "Vesting Commencement Date"), and 1/48th of the shares shall vest monthly thereafter, such that the option shall be fully vested and exercisable on the four year anniversary of the Vesting Commencement Date. Read SEC document |
| June 15, 2018 Filed Jun 16, 2018 00:11 UTC | Xencor Inc XNCR · Entity 4487 | Exercise / conversionStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001209191-18-038211 · doc4.xml · derivative · entry 3 Dahiyat Bassil I · CIK 0001591312 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,024 Underlying: Common Stock · 50,000 shares Expires 2023-09-03 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 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| June 15, 2018 Filed Jun 16, 2018 00:11 UTC | Xencor Inc XNCR · Entity 4487 | Exercise / conversionCommon Stock | 50,000 | $4.25 | $212,500.00 |
DisclosureSEC source: 0001209191-18-038211 · doc4.xml · nonDerivative · entry 2 Dahiyat Bassil I · CIK 0001591312 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,067 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. Read SEC document |
| June 15, 2018 Filed Jun 16, 2018 00:11 UTC | Xencor Inc XNCR · Entity 4487 | SaleCommon Stock | 50,000 | $40.51 | $2,025,690.00 |
DisclosureSEC source: 0001209191-18-038211 · doc4.xml · nonDerivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,067 F1 · price: The weighted average sale price for the transaction reported was $40.5138, and the range of prices were between $40.35 and $40.8507. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided. F2 · balance_after: Includes 388 shares of Common Stock that were acquired by the Reporting Person on June 10, 2016, 399 shares of Common Stock that were acquired by the Reporting Person on December 9, 2016, 429 shares of Common Stock that were acquired by the Reporting Person on June 10, 2017, 436 shares of Common Stock that were acquired by the Reporting Person on December 10, 2017 and 287 shares of Common Stock that were acquired by the Reporting Person on June 8, 2018 pursuant to the Issuer's Employee Stock Purchase Plan. Read SEC document |
| January 24, 2018 Filed Jan 27, 2018 00:24 UTC | Xencor Inc XNCR · Entity 4487 | GrantStock Option (right to buy) · Derivative | 215,000 | $0.00 Strike: $23.40 | $0.00 |
DisclosureSEC source: 0001209191-18-005733 · doc4.xml · derivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,000 Underlying: Common Stock · 215,000 shares Expires 2028-01-23 F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on the one year anniversary of January 24, 2018 (the "Vesting Commencement Date"), and 1/48th of the shares shall vest monthly thereafter, such that the option shall be fully vested and exercisable on the four year anniversary of the Vesting Commencement Date. Read SEC document |
| January 30, 2017 Filed Feb 2, 2017 01:59 UTC | Xencor Inc XNCR · Entity 4487 | GrantStock Option (right to buy) · Derivative | 250,000 | $0.00 Strike: $22.55 | $0.00 |
DisclosureSEC source: 0001209191-17-006893 · doc4.xml · derivative · entry 1 Dahiyat Bassil I · CIK 0001591312 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2027-01-29 F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on the one year anniversary of January 30, 2017 (the "Vesting Commencement Date"), and 1/48th of the shares shall vest monthly thereafter, such that the option shall be fully vested and exercisable on the four year anniversary of the Vesting Commencement 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.