Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sage Therapeutics, Inc.SAGE · Entity 77038 | See Remarks | February 06, 2017 | February 08, 2017 |
| ZEVRA THERAPEUTICS, INC.ZVRA · Entity 5212 | Director | June 04, 2026 | June 18, 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.
Sage Therapeutics, Inc.
Report date February 06, 2017 · Filed February 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.70 · Expires 2027-02-06 | Direct | 40,000 |
Reported balance
After 2017-02-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-02-06 · Grant · Acquired 40,000 · Balance 40,000 F1: The securities awarded on 2/06/2017 were in the form of stock options issued pursuant to the Sage Therapeutics, Inc. 2014 Stock Option and Incentive Plan. Options to purchase 5,000 shares of common stock shall vest on the one year anniversary of the Vesting Start Date with 15,000 shares vesting in 36 equal monthly installments thereafter. Options to purchase 20,000 shares of common stock shall vest periodically over the next four years upon the Company achieving certain milestones. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities awarded on 2/06/2017 were in the form of stock options issued pursuant to the Sage Therapeutics, Inc. 2014 Stock Option and Incentive Plan. Options to purchase 5,000 shares of common stock shall vest on the one year anniversary of the Vesting Start Date with 15,000 shares vesting in 36 equal monthly installments thereafter. Options to purchase 20,000 shares of common stock shall vest periodically over the next four years upon the Company achieving certain milestones.
ZEVRA THERAPEUTICS, INC.
Report date June 04, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.17 · Expires 2036-06-03 | Direct | 30,000 |
Reported balance
After 2026-06-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 30,000 · Balance 30,000 F1: The exercise price is equal to the closing price of the Issuer's common stock on the Nasdaq Global Select Market on the date of grant, June 4, 2026. F2: This grant was awarded as compensation for the Reporting Person's service on the Issuer's board of directors pursuant to the Issuer's tenth amended and restated non-employee director compensation policy. F3: One hundred percent (100%) of the shares subject to the option shall vest on the earlier of (i) the first anniversary of the date of grant, (ii) the date that is one day prior to the first annual stockholders meeting occurring after the grant date or (iii) immediately prior to a change in control of the Issuer, subject in each case to the Reporting Person's continued service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise price is equal to the closing price of the Issuer's common stock on the Nasdaq Global Select Market on the date of grant, June 4, 2026.
F2: This grant was awarded as compensation for the Reporting Person's service on the Issuer's board of directors pursuant to the Issuer's tenth amended and restated non-employee director compensation policy.
F3: One hundred percent (100%) of the shares subject to the option shall vest on the earlier of (i) the first anniversary of the date of grant, (ii) the date that is one day prior to the first annual stockholders meeting occurring after the grant date or (iii) immediately prior to a change in control of the Issuer, subject in each case to the Reporting Person's continued service on such vesting date.
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 04, 2026 Filed Jun 18, 2026 20:15 UTC | ZEVRA THERAPEUTICS, INC. ZVRA · Entity 5212 | GrantStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $11.17 | $0.00 |
DisclosureSEC source: 0001434647-26-000051 · wk-form4_1781813735.xml · derivative · entry 1 Anderson Thomas · CIK 0001612903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2036-06-03 F1 · derivative.exercise_price: The exercise price is equal to the closing price of the Issuer's common stock on the Nasdaq Global Select Market on the date of grant, June 4, 2026. F2 · shares: This grant was awarded as compensation for the Reporting Person's service on the Issuer's board of directors pursuant to the Issuer's tenth amended and restated non-employee director compensation policy. F3 · derivative.exercise_date: One hundred percent (100%) of the shares subject to the option shall vest on the earlier of (i) the first anniversary of the date of grant, (ii) the date that is one day prior to the first annual stockholders meeting occurring after the grant date or (iii) immediately prior to a change in control of the Issuer, subject in each case to the Reporting Person's continued service on such vesting date. Read SEC document |
| May 29, 2025 Filed May 31, 2025 01:37 UTC | ZEVRA THERAPEUTICS, INC. ZVRA · Entity 5212 | GrantStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001437749-25-019044 · rdgdoc.xml · derivative · entry 1 Anderson Thomas · CIK 0001612903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2035-05-28 F1 · derivative.exercise_price: The exercise price is equal to the closing price of the Issuer's common stock on the Nasdaq Global Select Market on the date of grant, May 29, 2025. F2 · shares: This grant was awarded as compensation for the Reporting Person's service on the Issuer's board of directors pursuant to the Issuer's tenth amended and restated non-employee director compensation policy. F3 · derivative.exercise_date: One hundred percent (100%) of the shares subject to the option shall vest on the earlier of (i) the first anniversary of the date of grant, (ii) the date that is one day prior to the first annual stockholders meeting occurring after the grant date or (iii) immediately prior to a change in control of the Issuer, subject in each case to the Reporting Person's continued service on such vesting date. Read SEC document |
| July 16, 2024 Filed Jul 16, 2024 20:39 UTC | ZEVRA THERAPEUTICS, INC. ZVRA · Entity 5212 | PurchaseCommon Stock | 10,000 | $6.81 | $68,065.00 |
DisclosureSEC source: 0001437749-24-022829 · rdgdoc.xml · nonDerivative · entry 1 Anderson Thomas · CIK 0001612903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.72 to $6.855, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 13, 2024 Filed May 16, 2024 01:05 UTC | ZEVRA THERAPEUTICS, INC. ZVRA · Entity 5212 | GrantStock Option (right to buy) · Derivative | 39,200 | $0.00 Strike: $4.89 | $0.00 |
DisclosureSEC source: 0001437749-24-017174 · rdgdoc.xml · derivative · entry 1 Anderson Thomas · CIK 0001612903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,200 Underlying: Common Stock · 39,200 shares Expires 2034-05-12 F1 · derivative.exercise_price: The exercise price is equal to the closing price of the Issuer's common stock on the Nasdaq Global Select Market on the date of grant, May 13, 2024. F2 · shares: This grant was awarded as compensation for the Reporting Person's service on the Issuer's board of directors pursuant to the Issuer's ninth amended and restated non-employee director compensation policy. F3 · derivative.exercise_date: One hundred percent (100%) of the shares subject to the option shall vest on the earlier of (i) the first anniversary of the date of grant, (ii) one day prior to the date of the first annual meeting of the Issuer's stockholders following the date of grant or (iii) immediately prior to a change in control of the Issuer, subject in each case to the Reporting Person's continued service on such vesting date. Read SEC document |
| September 06, 2023 Filed Sep 6, 2023 20:39 UTC | ZEVRA THERAPEUTICS, INC. ZVRA · Entity 5212 | PurchaseCommon Stock | 10,000 | $4.88 | $48,764.00 |
DisclosureSEC source: 0001437749-23-025312 · rdgdoc.xml · nonDerivative · entry 1 Anderson Thomas · CIK 0001612903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.76 to $4.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder 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 |
| August 07, 2023 Filed Aug 25, 2023 20:19 UTC | ZEVRA THERAPEUTICS, INC. ZVRA · Entity 5212 | GrantStock Option (right to buy) · Derivative | 58,800 | $0.00 Strike: $4.86 | $0.00 |
DisclosureSEC source: 0001437749-23-024680 · rdgdoc.xml · derivative · entry 1 Anderson Thomas · CIK 0001612903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,800 Underlying: Common Stock · 58,800 shares Expires 2033-08-06 F1 · derivative.exercise_price: The exercise price is equal to the closing price of the Issuer's common stock on the Nasdaq Global Select Market on the date of grant, August 7, 2023. F2 · shares: This grant was awarded as compensation for the Reporting Person's service on the Issuer's board of directors pursuant to the Issuer's ninth amended and restated non-employee director compensation policy. F3 · derivative.exercise_date: 33.33% of the total shares subject to the option vest in equal annual installments beginning one day prior to the date of the first annual meeting of the Issuer's stockholders following the day of grant and continuing for the next two annual meeting of the Issuer's stockholders, such that the option will be fully vested one day prior to the date of the third annual meeting of the Issuer's stockholders following the day of the grant, provided that at the relevant vesting dates such optionee's directorial relationship has not been terminated as defined in and as determined under the Plan. All shares underlying the option will vest in full and become immediately exercisable upon a change of control of the Issuer. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 16:56 UTC | Sage Therapeutics, Inc. SAGE · Entity 77038 | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $47.70 | $0.00 |
DisclosureSEC source: 0001562180-17-000574 · primarydocument.xml · derivative · entry 1 Anderson Thomas · CIK 0001612903 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2027-02-06 F1 · derivative.exercise_date: The securities awarded on 2/06/2017 were in the form of stock options issued pursuant to the Sage Therapeutics, Inc. 2014 Stock Option and Incentive Plan. Options to purchase 5,000 shares of common stock shall vest on the one year anniversary of the Vesting Start Date with 15,000 shares vesting in 36 equal monthly installments thereafter. Options to purchase 20,000 shares of common stock shall vest periodically over the next four years upon the Company achieving certain milestones. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 16:11 UTC | Sage Therapeutics, Inc. SAGE · Entity 77038 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,900 | $0.00 Strike: $8.92 | $0.00 |
DisclosureSEC source: 0001562180-16-003843 · primarydocument.xml · derivative · entry 3 Anderson Thomas · CIK 0001612903 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,138 Underlying: Common Stock · 1,900 shares Expires 2024-05-21 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. F2 · derivative.exercise_date: The stock option award was issued pursuant to the Sage Therapeutics, Inc., 2014 Stock Option and Incentive Plan. The option shall vest in full on May 5, 2018, subject to continued service through such date. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 16:11 UTC | Sage Therapeutics, Inc. SAGE · Entity 77038 | Tax withholdingCommon Stock | 346 | $48.99 | $16,950.54 |
DisclosureSEC source: 0001562180-16-003843 · primarydocument.xml · nonDerivative · entry 2 Anderson Thomas · CIK 0001612903 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,554 F1 · kind: The disposition reported on this Form 4 were effected pursuant to a stock swap using existing employee stock purchase (espp) shares. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 16:11 UTC | Sage Therapeutics, Inc. SAGE · Entity 77038 | Exercise / conversionCommon Stock | 1,900 | $8.92 | $16,948.00 |
DisclosureSEC source: 0001562180-16-003843 · primarydocument.xml · nonDerivative · entry 1 Anderson Thomas · CIK 0001612903 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 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 |
| December 08, 2016 Filed Dec 16, 2016 16:18 UTC | Sage Therapeutics, Inc. SAGE · Entity 77038 | GrantStock Option (Right to Buy) · Derivative | 12,600 | $0.00 Strike: $38.25 | $0.00 |
DisclosureSEC source: 0001562180-16-003829 · primarydocument.xml · derivative · entry 1 Anderson Thomas · CIK 0001612903 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,500 Underlying: Common Stock · 12,600 shares Expires 2025-01-23 F1 · balance_after: The securities awarded on 1/23/2015 were in the form of stock options issued pursuant to the Sage Therapeutics, Inc. 2014 Stock Option and Incentive Plan. Options to purchase 4,375 shares of common stock vested on the one year anniversary of the Vesting Start Date with 13,125 shares vesting in 36 equal monthly installments thereafter. Options to purchase 42,000 shares of common stock vest periodically over four years from the grant date upon the company reaching certain milestone requirements, of which the performance criteria were met with the respect of 12,600 shares. Read SEC document |
| November 15, 2016 Filed Nov 28, 2016 16:03 UTC | Sage Therapeutics, Inc. SAGE · Entity 77038 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $8.92 | $0.00 |
DisclosureSEC source: 0001562180-16-003622 · primarydocument.xml · derivative · entry 3 Anderson Thomas · CIK 0001612903 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,038 Underlying: Common Stock · 10,000 shares Expires 2024-05-21 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. F2 · derivative.exercise_date: The stock option award was issued pursuant to the Sage Therapeutics, Inc., 2015 Stock Option and Incentive Plan. The option shall vest in full on May 5, 2018, subject to continued service through such date. Read SEC document |
| November 15, 2016 Filed Nov 28, 2016 16:03 UTC | Sage Therapeutics, Inc. SAGE · Entity 77038 | SaleCommon Stock | 10,000 | $55.00 | $550,000.00 |
DisclosureSEC source: 0001562180-16-003622 · primarydocument.xml · nonDerivative · entry 2 Anderson Thomas · CIK 0001612903 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a trading plan adopted pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 15, 2016 Filed Nov 28, 2016 16:03 UTC | Sage Therapeutics, Inc. SAGE · Entity 77038 | Exercise / conversionCommon Stock | 10,000 | $8.92 | $89,200.00 |
DisclosureSEC source: 0001562180-16-003622 · primarydocument.xml · nonDerivative · entry 1 Anderson Thomas · CIK 0001612903 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.