Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atea Pharmaceuticals, Inc.AVIR · Entity 5580 | Director | June 18, 2026 | June 23, 2026 |
| Coya Therapeutics, Inc.COYA · Entity 6727 | Director · Executive Chairman | January 22, 2026 | January 26, 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.
Atea Pharmaceuticals, Inc.
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 26,700 |
Reported balance
After 2026-06-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 26,700 · Balance 26,700 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest in a single installment on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders occurring after June 18, 2026 or (ii) June 18, 2027, in each case, subject to the Reporting Person's continued service through the applicable vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.36 · Expires 2036-06-17 | Direct | 37,700 |
Reported balance
After 2026-06-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-18 · Grant · Acquired 37,700 · Balance 37,700 F3: The option vests and becomes exercisable in twelve (12) substantially equal monthly installments following June 18, 2026, such that the option shall be fully vested on June 18, 2027, subject to the Reporting Person's continued service through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest in a single installment on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders occurring after June 18, 2026 or (ii) June 18, 2027, in each case, subject to the Reporting Person's continued service through the applicable vesting date.
F3: The option vests and becomes exercisable in twelve (12) substantially equal monthly installments following June 18, 2026, such that the option shall be fully vested on June 18, 2027, subject to the Reporting Person's continued service through each such vesting date.
Coya Therapeutics, Inc.
Report date January 22, 2026 · Filed January 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.73 · Expires 2036-01-22 | Direct | 15,257 |
Reported balance
After 2026-01-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-22 · Grant · Acquired 15,257 · Balance 15,257 F1: Subject to continuous service through each vesting date, the shares underlying the option will vest in monthly installments over the next 36 months. Upon a change in control of the Issuer, the shares underlying the option will vest and the option will become immediately exercisable pursuant to the Issuer's 2021 Equity Incentive Plan, as amended and restated effective November 17, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to continuous service through each vesting date, the shares underlying the option will vest in monthly installments over the next 36 months. Upon a change in control of the Issuer, the shares underlying the option will vest and the option will become immediately exercisable pursuant to the Issuer's 2021 Equity Incentive Plan, as amended and restated effective November 17, 2022.
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 18, 2026 Filed Jun 23, 2026 21:00 UTC | Atea Pharmaceuticals, Inc. AVIR · Entity 5580 | GrantStock Option (Right to Buy) · Derivative | 37,700 | $0.00 Strike: $4.36 | $0.00 |
DisclosureSEC source: 0001193125-26-279723 · ownership.xml · derivative · entry 2 Berman Howard · CIK 0001952986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,700 Underlying: Common Stock · 37,700 shares Expires 2036-06-17 F3 · derivative.exercise_date: The option vests and becomes exercisable in twelve (12) substantially equal monthly installments following June 18, 2026, such that the option shall be fully vested on June 18, 2027, subject to the Reporting Person's continued service through each such vesting date. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:00 UTC | Atea Pharmaceuticals, Inc. AVIR · Entity 5580 | GrantRestricted Stock Units · Derivative | 26,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-279723 · ownership.xml · derivative · entry 1 Berman Howard · CIK 0001952986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,700 Underlying: Common Stock · 26,700 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest in a single installment on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders occurring after June 18, 2026 or (ii) June 18, 2027, in each case, subject to the Reporting Person's continued service through the applicable vesting date. F2 · derivative.expiration_date: The RSUs vest in a single installment on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders occurring after June 18, 2026 or (ii) June 18, 2027, in each case, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 13:00 UTC | Coya Therapeutics, Inc. COYA · Entity 6727 | GrantStock Option (right to buy) · Derivative | 15,257 | $0.00 Strike: $4.73 | $0.00 |
DisclosureSEC source: 0001193125-26-021725 · ownership.xml · derivative · entry 1 Berman Howard · CIK 0001952986 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,257 Underlying: Common Stock, par value $0.0001 per share · 15,257 shares Expires 2036-01-22 F1 · derivative.exercise_date: Subject to continuous service through each vesting date, the shares underlying the option will vest in monthly installments over the next 36 months. Upon a change in control of the Issuer, the shares underlying the option will vest and the option will become immediately exercisable pursuant to the Issuer's 2021 Equity Incentive Plan, as amended and restated effective November 17, 2022. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 22:05 UTC | Atea Pharmaceuticals, Inc. AVIR · Entity 5580 | GrantStock Option (Right to Buy) · Derivative | 164,800 | $0.00 Strike: $3.25 | $0.00 |
DisclosureSEC source: 0000950170-25-089603 · ownership.xml · derivative · entry 1 Berman Howard · CIK 0001952986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,800 Underlying: Common Stock · 164,800 shares Expires 2035-06-19 F1 · derivative.exercise_date: The option vests and becomes exercisable in thirty-six (36) equal monthly installments following June 20, 2025 such that the option is fully vested on June 20, 2028. Read SEC document |
| January 09, 2025 Filed Jan 13, 2025 13:00 UTC | Coya Therapeutics, Inc. COYA · Entity 6727 | GrantStock Option (right to buy) · Derivative | 150,602 | $0.00 Strike: $6.07 | $0.00 |
DisclosureSEC source: 0000950170-25-004571 · ownership.xml · derivative · entry 1 Berman Howard · CIK 0001952986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,602 Underlying: Common Stock, par value $0.0001 per share · 150,602 shares Expires 2035-01-09 F1 · derivative.exercise_date: The option will vest in monthly installments over 36 months commencing on February 9, 2025, subject to continuous service on each vesting date. Read SEC document |
| June 03, 2024 Filed Jun 6, 2024 00:00 UTC | Coya Therapeutics, Inc. COYA · Entity 6727 | GrantStock Option (right to buy) · Derivative | 163,663 | $0.00 Strike: $8.15 | $0.00 |
DisclosureSEC source: 0000950170-24-069550 · ownership.xml · derivative · entry 1 Berman Howard · CIK 0001952986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,663 Underlying: Common Stock · 163,663 shares Expires 2034-06-03 F1 · derivative.exercise_date: Subject to continuous service, the shares subject to the option vest in equal monthly installments over a period of 36 months, commencing on July 3, 2024. Read SEC document |
| January 31, 2024 Filed Feb 3, 2024 01:00 UTC | Coya Therapeutics, Inc. COYA · Entity 6727 | GrantStock Option (right to buy) · Derivative | 189,680 | $0.00 Strike: $5.90 | $0.00 |
DisclosureSEC source: 0001493152-24-004814 · ownership.xml · derivative · entry 1 Berman Howard · CIK 0001952986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,680 Underlying: Common Stock, par value $0.0001 per share · 189,680 shares Expires 2034-01-31 F1 · derivative.exercise_date: The option will vest in 36 equal monthly installments commencing February 29, 2024, subject to continuous service on each vesting date. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 21:05 UTC | Coya Therapeutics, Inc. COYA · Entity 6727 | GrantStock Option (right to buy) · Derivative | 165,000 | $0.00 Strike: $3.85 | $0.00 |
DisclosureSEC source: 0001493152-23-006392 · ownership.xml · derivative · entry 1 Berman Howard · CIK 0001952986 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,000 Underlying: Common Stock · 165,000 shares Expires 2033-02-27 F1 · derivative.exercise_date: Subject to continuous service, the shares subject to the option vest in equal monthly installments over a period of 36 months commencing on March 27, 2023. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 13:30 UTC | Coya Therapeutics, Inc. COYA · Entity 6727 | PurchaseWarrant to Purchase Common Stock · Derivative | 5,000 | Not disclosed Strike: $7.50 | Not disclosed |
DisclosureSEC source: 0001493152-23-000227 · ownership.xml · derivative · entry 3 Berman Howard · CIK 0001952986 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock, par value $0.0001 per share · 5,000 shares Expires 2025-01-03 F1 · price: Reporting Person purchased 10,000 shares of Common Stock and an accompanying warrant to purchase 5,000 shares of Common Stock in the Issuer's initial public offering at a combined purchase price of $5.00 per share and accompanying warrant. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 13:30 UTC | Coya Therapeutics, Inc. COYA · Entity 6727 | PurchaseCommon Stock, par value $0.0001 per share | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-23-000227 · ownership.xml · nonDerivative · entry 1 Berman Howard · CIK 0001952986 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · price: Reporting Person purchased 10,000 shares of Common Stock and an accompanying warrant to purchase 5,000 shares of Common Stock in the Issuer's initial public offering at a combined purchase price of $5.00 per share and accompanying warrant. 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.