Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lexeo Therapeutics, Inc.LXEO · Entity 5687 | Chief Medical Officer | September 24, 2026 | September 28, 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.
Lexeo Therapeutics, Inc.
Report date September 24, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,908 |
Reported balance
After 2026-09-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 2,714 · Balance 84,908 F1: The reporting person is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Lexeo Therapeutics, Inc. 2023 Employee Stock Purchase Plan. This transaction is exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2: Includes 49,500 Restricted Stock Units. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.39 · Expires 2036-09-23 | Direct | 54,750 |
Reported balance
After 2026-09-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-24 · Grant · Acquired 54,750 · Balance 54,750 F3: 25% of the shares underlying the option vest and become exercisable on September 24, 2027, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service. |
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 Lexeo Therapeutics, Inc. 2023 Employee Stock Purchase Plan. This transaction is exempt under both Rule 16b-3(c) and Rule 16b-3(d).
F2: Includes 49,500 Restricted Stock Units.
F3: 25% of the shares underlying the option vest and become exercisable on September 24, 2027, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service.
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 |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 28, 2026 21:15 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 54,750 | $0.00 Strike: $3.39 | $0.00 |
DisclosureSEC source: 0002109299-26-000009 · form4-09282026_050906.xml · derivative · entry 2 Bhalla Narinder Pal · CIK 0002109299 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,750 Underlying: Common Stock · 54,750 shares Expires 2036-09-23 F3 · derivative.exercise_date: 25% of the shares underlying the option vest and become exercisable on September 24, 2027, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service. Read SEC document |
| September 14, 2026 Filed Sep 28, 2026 21:15 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 2,714 | $3.58 | $9,713.41 |
DisclosureSEC source: 0002109299-26-000009 · form4-09282026_050906.xml · nonDerivative · entry 1 Bhalla Narinder Pal · CIK 0002109299 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,908 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Lexeo Therapeutics, Inc. 2023 Employee Stock Purchase Plan. This transaction is exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · balance_after: Includes 49,500 Restricted Stock Units. Read SEC document |
| July 01, 2026 Filed Jul 1, 2026 22:48 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 22,306 | $4.42 | $98,592.52 |
DisclosureSEC source: 0002109299-26-000007 · form4-07012026_100718.xml · nonDerivative · entry 2 Bhalla Narinder Pal · CIK 0002109299 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,194 F1 · kind: Represents a sale to cover tax obligations on the release of performance Restricted Stock Units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $4.341 to $4.73. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · balance_after: Includes 49,500 RSUs. Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. Read SEC document |
| June 29, 2026 Filed Jul 1, 2026 22:48 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 55,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002109299-26-000007 · form4-07012026_100718.xml · nonDerivative · entry 1 Bhalla Narinder Pal · CIK 0002109299 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,500 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:55 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 297,000 | $0.00 Strike: $6.31 | $0.00 |
DisclosureSEC source: 0002109299-26-000004 · form4-02172026_040201.xml · derivative · entry 2 Bhalla Narinder Pal · CIK 0002109299 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,000 Underlying: Common Stock · 297,000 shares Expires 2036-02-12 F3 · derivative.exercise_date: 25% of the shares underlying the option vest and become exercisable on January 20, 2027, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:55 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 49,500 | $0.00 | $0.00 |
DisclosureSEC source: 0002109299-26-000004 · form4-02172026_040201.xml · nonDerivative · entry 1 Bhalla Narinder Pal · CIK 0002109299 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,500 F1 · shares: The reported securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. Twenty-five percent (25%) of the RSUs shall vest on February 15, 2027, and 1/16th of the RSUs shall vest in quarterly installments thereafter on the Issuer's standard quarterly vesting dates, subject to the Reporting Person's continued service through each applicable vesting date. F2 · balance_after: Includes 49,500 RSUs. 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.