Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BridgeBio Oncology Therapeutics, Inc.BBOT · Entity 5215 | Director | June 16, 2026 | June 18, 2026 |
| Panacea Acquisition Corp. IIPANA · Entity 114006 | Director | April 06, 2021 | April 07, 2021 |
| Tectonic Therapeutic, Inc.TECX · Entity 5328 | Director | June 09, 2026 | June 10, 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.
BridgeBio Oncology Therapeutics, Inc.
Report date June 16, 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 $7.73 · Expires 2036-06-15 | Direct | 31,675 |
Reported balance
After 2026-06-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 31,675 · Balance 31,675 F1: The shares underlying the stock option vest in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the next Annual Meeting of Stockholders of the Issuer following the date of grant, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying the stock option vest in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the next Annual Meeting of Stockholders of the Issuer following the date of grant, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date.
Panacea Acquisition Corp. II
Report date April 06, 2021 · Filed April 07, 2021
This filing explicitly reported no securities owned.
Tectonic Therapeutic, Inc.
Report date June 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.56 · Expires 2036-06-08 | Direct | 10,200 |
Reported balance
After 2026-06-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 10,200 · Balance 10,200 F1: The option shall vest in full on the earliest of (i) June 9, 2027, (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, or (iii) a "Change in Control" (as defined in the Issuer's 2024 Equity Incentive Plan) of the Issuer, subject in each case, to the Reporting Person providing continuous service to the Issuer on each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option shall vest in full on the earliest of (i) June 9, 2027, (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, or (iii) a "Change in Control" (as defined in the Issuer's 2024 Equity Incentive Plan) of the Issuer, subject in each case, to the Reporting Person providing continuous service to the Issuer on each such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Morphic Holding, Inc.
Report date August 16, 2024 · Filed August 20, 2024
Section 16 reporting ended · disclosed 2024-08-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 1
1 source rowRow 1 · 2024-08-16 · Other · Disposed 42,460 · Balance 0 F1: On July 7, 2024, Morphic Holding, Inc., a Delaware corporation (the "Issuer" or the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Eli Lilly and Company, an Indiana corporation (the "Parent"), and Rainier Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of the Parent ("Merger Sub"). Pursuant to the Merger Agreement, the Merger Sub merged with and into the Company (the "Merger") with the Company surviving the Merger as a wholly owned subsidiary of the Parent. F2: (Continued from Footnote 1) Upon the closing (the "Closing") of the Merger on August 16, 2024, each share of the Company's Common Stock, par value $0.0001 per share ("Common Stock"), was either (x) purchased by Purchaser for $57.00 per share (the "Offer Price"), without interest, less any applicable tax withholding or (y) automatically converted into the right to receive the Offer Price in cash without interest, less any applicable tax withholding. |
| Common StockSEC Table I · non-derivative | IndirectBy The Praveen P. Tipirneni Irrevocable Trust of 2019 | 0 |
Reported balance
After 2024-08-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-08-16 · Other · Disposed 614,474 · Balance 0 F1: On July 7, 2024, Morphic Holding, Inc., a Delaware corporation (the "Issuer" or the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Eli Lilly and Company, an Indiana corporation (the "Parent"), and Rainier Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of the Parent ("Merger Sub"). Pursuant to the Merger Agreement, the Merger Sub merged with and into the Company (the "Merger") with the Company surviving the Merger as a wholly owned subsidiary of the Parent. F2: (Continued from Footnote 1) Upon the closing (the "Closing") of the Merger on August 16, 2024, each share of the Company's Common Stock, par value $0.0001 per share ("Common Stock"), was either (x) purchased by Purchaser for $57.00 per share (the "Offer Price"), without interest, less any applicable tax withholding or (y) automatically converted into the right to receive the Offer Price in cash without interest, less any applicable tax withholding. F3: These securities are held of record by Sonali N. Shah, Trustee of The Praveen P. Tipirneni Irrevocable Trust of 2019. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.32 · Expires 2028-12-14 | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-08-16 · Disposition to issuer · Disposed 339,561 · Balance 0 F5: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F4: The Company Stock Option ("Option") is fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.42 · Expires 2030-02-17 | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-08-16 · Disposition to issuer · Disposed 273,350 · Balance 0 F5: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F4: The Company Stock Option ("Option") is fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.19 · Expires 2031-01-14 | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-08-16 · Disposition to issuer · Disposed 205,000 · Balance 0 F5: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F6: The Option vests as to 2.0833% of the total shares monthly, beginning February 15, 2021, with 100% of the total shares vested and exercisable on January 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.75 · Expires 2032-01-13 | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-08-16 · Disposition to issuer · Disposed 224,016 · Balance 0 F5: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F7: The Option vests as to 2.0833% of the total shares monthly, beginning February 14, 2022, with 100% of the total shares vested and exercisable on January 14, 2026, subject to the reporting person's provision of service to the issuer on each vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.72 · Expires 2033-01-12 | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-08-16 · Disposition to issuer · Disposed 177,024 · Balance 0 F5: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F8: The Option vests as to 2.0833% of the total shares monthly, beginning February 13, 2023, with 100% of the total shares vested and exercisable on January 13, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.79 · Expires 2034-01-11 | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-08-16 · Disposition to issuer · Disposed 206,400 · Balance 0 F5: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F9: The Option vests as to 2.0833% of the total shares monthly, beginning February 12, 2024, with 100% of the total shares vested and exercisable on January 12, 2028, subject to the reporting person's provision of service to the issuer on each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-08-16 · Disposition to issuer · Disposed 88,500 · Balance 0 F10: Each Company Restricted Stock Unit ("RSUs") represents a contingent right to receive one (1) share of Common Stock upon settlement for no consideration. F12: Pursuant to the Merger Agreement, each RSU that was outstanding but not vested as of immediately prior to the Closing (the "Unvested RSU"), became immediately vested in full (the "Vested RSU"). Each Vested RSU was automatically cancelled and converted into the right to receive an amount in cash, without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the Offer Price by (ii) the number of shares of Common Stock underlying such RSU. F11: The RSUs vest as to 25% of the total shares on each of January 13, 2024, January 13, 2025, January 13, 2026 and January 13, 2027, subject to the reporting person's provision of service to the Issuer on each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2024-08-16 · Disposition to issuer · Disposed 25,000 · Balance 0 F10: Each Company Restricted Stock Unit ("RSUs") represents a contingent right to receive one (1) share of Common Stock upon settlement for no consideration. F12: Pursuant to the Merger Agreement, each RSU that was outstanding but not vested as of immediately prior to the Closing (the "Unvested RSU"), became immediately vested in full (the "Vested RSU"). Each Vested RSU was automatically cancelled and converted into the right to receive an amount in cash, without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the Offer Price by (ii) the number of shares of Common Stock underlying such RSU. F13: The RSUs vest as to 25% of the total shares on each of January 14, 2023, January 14, 2024, January 14, 2025 and January 14, 2026, subject to the reporting person's provision of service to the Issuer on each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2024-08-16 · Disposition to issuer · Disposed 136,800 · Balance 0 F10: Each Company Restricted Stock Unit ("RSUs") represents a contingent right to receive one (1) share of Common Stock upon settlement for no consideration. F12: Pursuant to the Merger Agreement, each RSU that was outstanding but not vested as of immediately prior to the Closing (the "Unvested RSU"), became immediately vested in full (the "Vested RSU"). Each Vested RSU was automatically cancelled and converted into the right to receive an amount in cash, without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the Offer Price by (ii) the number of shares of Common Stock underlying such RSU. F14: The RSUs vest as to 25% of the total shares on each of January 12, 2025, January 12, 2026, January 12, 2027 and January 12, 2028, subject to the reporting person's provision of service to the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 7, 2024, Morphic Holding, Inc., a Delaware corporation (the "Issuer" or the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Eli Lilly and Company, an Indiana corporation (the "Parent"), and Rainier Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of the Parent ("Merger Sub"). Pursuant to the Merger Agreement, the Merger Sub merged with and into the Company (the "Merger") with the Company surviving the Merger as a wholly owned subsidiary of the Parent.
F2: (Continued from Footnote 1) Upon the closing (the "Closing") of the Merger on August 16, 2024, each share of the Company's Common Stock, par value $0.0001 per share ("Common Stock"), was either (x) purchased by Purchaser for $57.00 per share (the "Offer Price"), without interest, less any applicable tax withholding or (y) automatically converted into the right to receive the Offer Price in cash without interest, less any applicable tax withholding.
F3: These securities are held of record by Sonali N. Shah, Trustee of The Praveen P. Tipirneni Irrevocable Trust of 2019. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein.
F4: The Company Stock Option ("Option") is fully vested.
F5: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof.
F6: The Option vests as to 2.0833% of the total shares monthly, beginning February 15, 2021, with 100% of the total shares vested and exercisable on January 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date.
F7: The Option vests as to 2.0833% of the total shares monthly, beginning February 14, 2022, with 100% of the total shares vested and exercisable on January 14, 2026, subject to the reporting person's provision of service to the issuer on each vesting date.
F8: The Option vests as to 2.0833% of the total shares monthly, beginning February 13, 2023, with 100% of the total shares vested and exercisable on January 13, 2027, subject to the reporting person's provision of service to the issuer on each vesting date.
F9: The Option vests as to 2.0833% of the total shares monthly, beginning February 12, 2024, with 100% of the total shares vested and exercisable on January 12, 2028, subject to the reporting person's provision of service to the issuer on each vesting date.
F10: Each Company Restricted Stock Unit ("RSUs") represents a contingent right to receive one (1) share of Common Stock upon settlement for no consideration.
F11: The RSUs vest as to 25% of the total shares on each of January 13, 2024, January 13, 2025, January 13, 2026 and January 13, 2027, subject to the reporting person's provision of service to the Issuer on each vesting date.
F12: Pursuant to the Merger Agreement, each RSU that was outstanding but not vested as of immediately prior to the Closing (the "Unvested RSU"), became immediately vested in full (the "Vested RSU"). Each Vested RSU was automatically cancelled and converted into the right to receive an amount in cash, without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the Offer Price by (ii) the number of shares of Common Stock underlying such RSU.
F13: The RSUs vest as to 25% of the total shares on each of January 14, 2023, January 14, 2024, January 14, 2025 and January 14, 2026, subject to the reporting person's provision of service to the Issuer on each vesting date.
F14: The RSUs vest as to 25% of the total shares on each of January 12, 2025, January 12, 2026, January 12, 2027 and January 12, 2028, subject to the reporting person's provision of service to the Issuer on each 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 16, 2026 Filed Jun 18, 2026 20:59 UTC | BridgeBio Oncology Therapeutics, Inc. BBOT · Entity 5215 | GrantStock Option (Right to Buy) · Derivative | 31,675 | $0.00 Strike: $7.73 | $0.00 |
DisclosureSEC source: 0001193125-26-276050 · ownership.xml · derivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,675 Underlying: Common Stock · 31,675 shares Expires 2036-06-15 F1 · derivative.exercise_date: The shares underlying the stock option vest in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the next Annual Meeting of Stockholders of the Issuer following the date of grant, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| June 09, 2026 Filed Jun 10, 2026 20:45 UTC | Tectonic Therapeutic, Inc. TECX · Entity 5328 | GrantStock Option (Right to Buy) · Derivative | 10,200 | $0.00 Strike: $28.56 | $0.00 |
DisclosureSEC source: 0001779978-26-000003 · form4-06102026_040605.xml · derivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,200 Underlying: Common Stock · 10,200 shares Expires 2036-06-08 F1 · derivative.exercise_date: The option shall vest in full on the earliest of (i) June 9, 2027, (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, or (iii) a "Change in Control" (as defined in the Issuer's 2024 Equity Incentive Plan) of the Issuer, subject in each case, to the Reporting Person providing continuous service to the Issuer on each such date. Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:44 UTC | BridgeBio Oncology Therapeutics, Inc. BBOT · Entity 5215 | GrantStock Option (Right to Buy) · Derivative | 52,269 | $0.00 Strike: $9.59 | $0.00 |
DisclosureSEC source: 0000950170-25-112020 · ownership.xml · derivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,269 Underlying: Common Stock · 52,269 shares Expires 2035-08-25 F1 · derivative.exercise_date: A fraction of the shares underlying such option equal to (x) the number of full months between August 11, 2025 ("Vesting Commencement Date") and the date on which a registration statement on Form S-8 is filed and effective with the Securities and Exchange Commission (the "S-8 Filing Date") divided by (y) 48 shall vest on the S-8 Filing Date, and 1/48th of the shares underlying such option shall vest each month thereafter on the day of the month corresponding to the Vesting Commencement Date (and if there is no suchcorresponding day for a month, then the vesting date shall be the last day of the applicable month) until 100% of the shares underlying such option is vested on the fourth anniversary of the Vesting Commencement Date, subject to the Reporting Person's continuous service the Issuer on each such vesting date. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 20:30 UTC | Tectonic Therapeutic, Inc. TECX · Entity 5328 | GrantStock Option (Right to Buy) · Derivative | 10,200 | $0.00 Strike: $24.48 | $0.00 |
DisclosureSEC source: 0001415889-25-016673 · form4-06112025_040608.xml · derivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,200 Underlying: Common Stock · 10,200 shares Expires 2035-06-08 F1 · derivative.exercise_date: The option shall vest in full on the earliest of (i) June 9, 2026, (ii) the date of the Issuer's 2026 Annual Meeting of stockholders, or (iii) a "Change in Control" (as defined in the Issuer's 2024 Equity Incentive Plan) of the Issuer, subject in each case, to the Reporting Person providing continuous service to the Issuer on each such date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerRestricted Stock Unit · Derivative | 136,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 11 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 136,800 shares Expires not disclosed F10 · derivative.exercise_price: Each Company Restricted Stock Unit ("RSUs") represents a contingent right to receive one (1) share of Common Stock upon settlement for no consideration. F12 · price: Pursuant to the Merger Agreement, each RSU that was outstanding but not vested as of immediately prior to the Closing (the "Unvested RSU"), became immediately vested in full (the "Vested RSU"). Each Vested RSU was automatically cancelled and converted into the right to receive an amount in cash, without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the Offer Price by (ii) the number of shares of Common Stock underlying such RSU. F14 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on each of January 12, 2025, January 12, 2026, January 12, 2027 and January 12, 2028, subject to the reporting person's provision of service to the Issuer on each vesting date. F14 · derivative.expiration_date: The RSUs vest as to 25% of the total shares on each of January 12, 2025, January 12, 2026, January 12, 2027 and January 12, 2028, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerRestricted Stock Unit · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 10 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires not disclosed F10 · derivative.exercise_price: Each Company Restricted Stock Unit ("RSUs") represents a contingent right to receive one (1) share of Common Stock upon settlement for no consideration. F12 · price: Pursuant to the Merger Agreement, each RSU that was outstanding but not vested as of immediately prior to the Closing (the "Unvested RSU"), became immediately vested in full (the "Vested RSU"). Each Vested RSU was automatically cancelled and converted into the right to receive an amount in cash, without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the Offer Price by (ii) the number of shares of Common Stock underlying such RSU. F13 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on each of January 14, 2023, January 14, 2024, January 14, 2025 and January 14, 2026, subject to the reporting person's provision of service to the Issuer on each vesting date. F13 · derivative.expiration_date: The RSUs vest as to 25% of the total shares on each of January 14, 2023, January 14, 2024, January 14, 2025 and January 14, 2026, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerRestricted Stock Unit · Derivative | 88,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 9 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 88,500 shares Expires not disclosed F10 · derivative.exercise_price: Each Company Restricted Stock Unit ("RSUs") represents a contingent right to receive one (1) share of Common Stock upon settlement for no consideration. F12 · price: Pursuant to the Merger Agreement, each RSU that was outstanding but not vested as of immediately prior to the Closing (the "Unvested RSU"), became immediately vested in full (the "Vested RSU"). Each Vested RSU was automatically cancelled and converted into the right to receive an amount in cash, without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the Offer Price by (ii) the number of shares of Common Stock underlying such RSU. F11 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on each of January 13, 2024, January 13, 2025, January 13, 2026 and January 13, 2027, subject to the reporting person's provision of service to the Issuer on each vesting date. F11 · derivative.expiration_date: The RSUs vest as to 25% of the total shares on each of January 13, 2024, January 13, 2025, January 13, 2026 and January 13, 2027, subject to the reporting person's provision of service to the Issuer on each vesting date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerStock Option (Right to Buy) · Derivative | 206,400 | Not disclosed Strike: $27.79 | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 8 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 206,400 shares Expires 2034-01-11 F5 · price: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F9 · derivative.exercise_date: The Option vests as to 2.0833% of the total shares monthly, beginning February 12, 2024, with 100% of the total shares vested and exercisable on January 12, 2028, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerStock Option (Right to Buy) · Derivative | 177,024 | Not disclosed Strike: $31.72 | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 7 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 177,024 shares Expires 2033-01-12 F5 · price: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F8 · derivative.exercise_date: The Option vests as to 2.0833% of the total shares monthly, beginning February 13, 2023, with 100% of the total shares vested and exercisable on January 13, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerStock Option (Right to Buy) · Derivative | 224,016 | Not disclosed Strike: $44.75 | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 6 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 224,016 shares Expires 2032-01-13 F5 · price: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F7 · derivative.exercise_date: The Option vests as to 2.0833% of the total shares monthly, beginning February 14, 2022, with 100% of the total shares vested and exercisable on January 14, 2026, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerStock Option (Right to Buy) · Derivative | 205,000 | Not disclosed Strike: $30.19 | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 5 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 205,000 shares Expires 2031-01-14 F5 · price: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F6 · derivative.exercise_date: The Option vests as to 2.0833% of the total shares monthly, beginning February 15, 2021, with 100% of the total shares vested and exercisable on January 15, 2025, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerStock Option (Right to Buy) · Derivative | 273,350 | Not disclosed Strike: $15.42 | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 4 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 273,350 shares Expires 2030-02-17 F5 · price: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F4 · derivative.exercise_date: The Company Stock Option ("Option") is fully vested. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Disposition to issuerStock Option (Right to Buy) · Derivative | 339,561 | Not disclosed Strike: $4.32 | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · derivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 339,561 shares Expires 2028-12-14 F5 · price: Pursuant to the Merger Agreement, each Option that was outstanding but not vested as of immediately prior to the Closing (the "Unvested Option") became fully vested and exercisable (the "Vested Option"). Each Vested Option was automatically cancelled and converted into the right to receive an amount in cash without interest, less any applicable tax withholding, equal to the product obtained by multiplying (i) the excess, if any, of the Offer Price over the exercise price per share of Common Stock underlying such Option by (ii) the number of shares of Common Stock underlying such Option. If the exercise price per share of Common Stock of the underlying Option was equal to or greater than the Offer Price, such Option was cancelled without any cash payment or other consideration being made in respect thereof. F4 · derivative.exercise_date: The Company Stock Option ("Option") is fully vested. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | OtherCommon Stock | 614,474 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By The Praveen P. Tipirneni Irrevocable Trust of 2019 Disclosed balance after: 0 F1 · price: On July 7, 2024, Morphic Holding, Inc., a Delaware corporation (the "Issuer" or the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Eli Lilly and Company, an Indiana corporation (the "Parent"), and Rainier Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of the Parent ("Merger Sub"). Pursuant to the Merger Agreement, the Merger Sub merged with and into the Company (the "Merger") with the Company surviving the Merger as a wholly owned subsidiary of the Parent. F2 · price: (Continued from Footnote 1) Upon the closing (the "Closing") of the Merger on August 16, 2024, each share of the Company's Common Stock, par value $0.0001 per share ("Common Stock"), was either (x) purchased by Purchaser for $57.00 per share (the "Offer Price"), without interest, less any applicable tax withholding or (y) automatically converted into the right to receive the Offer Price in cash without interest, less any applicable tax withholding. F3 · ownership.nature: These securities are held of record by Sonali N. Shah, Trustee of The Praveen P. Tipirneni Irrevocable Trust of 2019. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 23:09 UTC | Morphic Holding, Inc. MORF · Entity 88114 | OtherCommon Stock | 42,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-021762 · form4-08202024_110820.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On July 7, 2024, Morphic Holding, Inc., a Delaware corporation (the "Issuer" or the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Eli Lilly and Company, an Indiana corporation (the "Parent"), and Rainier Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of the Parent ("Merger Sub"). Pursuant to the Merger Agreement, the Merger Sub merged with and into the Company (the "Merger") with the Company surviving the Merger as a wholly owned subsidiary of the Parent. F2 · price: (Continued from Footnote 1) Upon the closing (the "Closing") of the Merger on August 16, 2024, each share of the Company's Common Stock, par value $0.0001 per share ("Common Stock"), was either (x) purchased by Purchaser for $57.00 per share (the "Offer Price"), without interest, less any applicable tax withholding or (y) automatically converted into the right to receive the Offer Price in cash without interest, less any applicable tax withholding. Read SEC document |
| July 08, 2024 Filed Jul 10, 2024 21:33 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 21,582 | $0.00 Strike: $4.32 | $0.00 |
DisclosureSEC source: 0001415889-24-019471 · form4-07102024_090748.xml · derivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 339,561 Underlying: Common Stock · 21,582 shares Expires 2028-12-14 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. F4 · derivative.exercise_date: The option is fully vested. Read SEC document |
| July 08, 2024 Filed Jul 10, 2024 21:33 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 21,582 | $55.79 | $1,204,074.89 |
DisclosureSEC source: 0001415889-24-019471 · form4-07102024_090748.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,460 F2 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 27, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.79 to $55.80 per share, 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 |
| July 08, 2024 Filed Jul 10, 2024 21:33 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 21,582 | $4.32 | $93,128.49 |
DisclosureSEC source: 0001415889-24-019471 · form4-07102024_090748.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 64,042 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. F1 · balance_after: Includes 447 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 29, 2024. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:32 UTC | Tectonic Therapeutic, Inc. TECX · Entity 5328 | GrantStock Option (Right to Buy) · Derivative | 11,760 | $0.00 Strike: $16.80 | $0.00 |
DisclosureSEC source: 0001415889-24-017992 · form4-06242024_080630.xml · derivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,760 Underlying: Common Stock · 11,760 shares Expires 2034-06-19 F5 · derivative.exercise_date: 1/3rd of the shares subject to the option will vest on June 20, 2025, and the balance will vest in equal monthly installments thereafter over the next 24 months, subject in each case to the continuous service of the Reporting Person to the Issuer through the applicable vesting date. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:32 UTC | Tectonic Therapeutic, Inc. TECX · Entity 5328 | GrantStock Option (Right to Buy) · Derivative | 12,166 | Not disclosed Strike: $2.38 | Not disclosed |
DisclosureSEC source: 0001415889-24-017992 · form4-06242024_080630.xml · derivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,166 Underlying: Common Stock · 12,166 shares Expires 2031-06-27 F2 · derivative.exercise_price: Upon the closing of the Merger, each outstanding option to purchase shares of Tectonic common stock was assumed by the Issuer and converted into an option to purchase the Issuer's common stock, on the same terms and conditions as were applicable to such Tectonic stock option prior to the Merger, as adjusted for the exchange ratio and the reverse stock split. F2 · shares: Upon the closing of the Merger, each outstanding option to purchase shares of Tectonic common stock was assumed by the Issuer and converted into an option to purchase the Issuer's common stock, on the same terms and conditions as were applicable to such Tectonic stock option prior to the Merger, as adjusted for the exchange ratio and the reverse stock split. F2 · price: Upon the closing of the Merger, each outstanding option to purchase shares of Tectonic common stock was assumed by the Issuer and converted into an option to purchase the Issuer's common stock, on the same terms and conditions as were applicable to such Tectonic stock option prior to the Merger, as adjusted for the exchange ratio and the reverse stock split. F4 · price: Received in exchange for a stock option to acquire 22,765 shares of Tectonic common stock pursuant to the Merger Agreement. F3 · derivative.exercise_date: The shares subject to the option vest as to 25% of the shares on February 12, 2021 with the remainder vesting in the following 36 equal monthly installments, subject to the Reporting Person's continued service on each such vesting date F2 · derivative.underlying_shares: Upon the closing of the Merger, each outstanding option to purchase shares of Tectonic common stock was assumed by the Issuer and converted into an option to purchase the Issuer's common stock, on the same terms and conditions as were applicable to such Tectonic stock option prior to the Merger, as adjusted for the exchange ratio and the reverse stock split. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:32 UTC | Tectonic Therapeutic, Inc. TECX · Entity 5328 | GrantCommon Stock | 3,037 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-017992 · form4-06242024_080630.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,037 F1 · price: Received in exchange for 5,682 shares of common stock of Tectonic Therapeutic, Inc., a Delaware corporation ("Tectonic"), pursuant to an Agreement and Plan of Merger dated as of January 30, 2024 (the "Merger Agreement") by and among AVROBIO, Inc., a Delaware corporation ("AVROBIO"), Tectonic and Alpine Merger Subsidiary, Inc., a direct, wholly owned subsidiary of AVROBIO (the "Merger Sub"). Under the terms of the Merger Agreement, on June 20, 2024, Merger Sub merged with and into Tectonic (the "Merger"), with Tectonic surviving the Merger as a wholly owned subsidiary of AVROBIO. Upon the closing of the Merger, each share of Tectonic common stock was converted into the right to receive 0.534419990 shares of the Issuer's common stock, after giving effect to a reverse stock split of the Issuer's common stock of 1-for-12. Subsequent to the Merger, the name of the Issuer was changed from AVROBIO, Inc. to Tectonic Therapeutic, Inc. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 00:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 13,923 | $27.49 | $382,753.02 |
DisclosureSEC source: 0001209191-24-001806 · doc4.xml · nonDerivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,013 F2 · kind: The sales reported on this Form 4 represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of RSUs. These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. Read SEC document |
| January 14, 2024 Filed Jan 18, 2024 00:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionRestricted Stock Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001806 · doc4.xml · derivative · entry 7 Tipirneni Praveen P. · CIK 0001779978 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 12,500 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F6 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on each of January 14, 2023, January 14, 2024, January 14, 2025 and January 14, 2026, subject to the reporting person's provision of service to the issuer on each vesting date. F6 · derivative.expiration_date: The RSUs vest as to 25% of the total shares on each of January 14, 2023, January 14, 2024, January 14, 2025 and January 14, 2026, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| January 14, 2024 Filed Jan 18, 2024 00:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001806 · doc4.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,936 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. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. Read SEC document |
| January 13, 2024 Filed Jan 18, 2024 00:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionRestricted Stock Unit · Derivative | 29,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001806 · doc4.xml · derivative · entry 6 Tipirneni Praveen P. · CIK 0001779978 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,500 Underlying: Common Stock · 29,500 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F5 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on each of January 13, 2024, January 13, 2025, January 13, 2026 and January 13, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest as to 25% of the total shares on each of January 13, 2024, January 13, 2025, January 13, 2026 and January 13, 2027, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| January 13, 2024 Filed Jan 18, 2024 00:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 29,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001806 · doc4.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,436 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. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. Read SEC document |
| January 12, 2024 Filed Jan 18, 2024 00:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | GrantRestricted Stock Unit · Derivative | 136,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001806 · doc4.xml · derivative · entry 5 Tipirneni Praveen P. · CIK 0001779978 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,800 Underlying: Common Stock · 136,800 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on each of January 12, 2025, January 12, 2026, January 12, 2027 and January 12, 2028, subject to the reporting person's provision of service to the issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest as to 25% of the total shares on each of January 12, 2025, January 12, 2026, January 12, 2027 and January 12, 2028, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| January 12, 2024 Filed Jan 18, 2024 00:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | GrantStock Option (right to buy Common Stock) · Derivative | 206,400 | $0.00 Strike: $27.79 | $0.00 |
DisclosureSEC source: 0001209191-24-001806 · doc4.xml · derivative · entry 4 Tipirneni Praveen P. · CIK 0001779978 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,400 Underlying: Common Stock · 206,400 shares Expires 2034-01-11 F3 · derivative.exercise_date: The option vests as to 2.0833% of the total shares monthly, beginning February 12, 2024, with 100% of the total shares vested and exercisable on January 12, 2028, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 22:58 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionStock Option (right to buy Common Stock) · Derivative | 3,597 | $0.00 Strike: $4.32 | $0.00 |
DisclosureSEC source: 0001209191-23-044544 · doc4.xml · derivative · entry 5 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,143 Underlying: Common Stock · 3,597 shares Expires 2028-12-14 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. F5 · derivative.exercise_date: This option is fully vested. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 22:58 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 493 | $57.94 | $28,565.60 |
DisclosureSEC source: 0001209191-23-044544 · doc4.xml · nonDerivative · entry 4 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,936 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.90 to $57.975 per share, 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 01, 2023 Filed Aug 3, 2023 22:58 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 1,638 | $57.42 | $94,051.99 |
DisclosureSEC source: 0001209191-23-044544 · doc4.xml · nonDerivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,429 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.90 to $57.89 per share, 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 01, 2023 Filed Aug 3, 2023 22:58 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 1,466 | $56.32 | $82,569.37 |
DisclosureSEC source: 0001209191-23-044544 · doc4.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,067 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.90 to $56.89 per share, 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 01, 2023 Filed Aug 3, 2023 22:58 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 3,597 | $4.32 | $15,539.04 |
DisclosureSEC source: 0001209191-23-044544 · doc4.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,533 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 |
| July 03, 2023 Filed Jul 6, 2023 23:02 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionStock Option (right to buy Common Stock) · Derivative | 3,597 | $0.00 Strike: $4.32 | $0.00 |
DisclosureSEC source: 0001209191-23-041689 · doc4.xml · derivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 364,740 Underlying: Common Stock · 3,597 shares Expires 2028-12-14 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: This option is fully vested. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 23:02 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 3,597 | $57.04 | $205,177.56 |
DisclosureSEC source: 0001209191-23-041689 · doc4.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,936 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.61 to $57.52 per share, 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 |
| July 03, 2023 Filed Jul 6, 2023 23:02 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 3,597 | $4.32 | $15,539.04 |
DisclosureSEC source: 0001209191-23-041689 · doc4.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,533 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 12, 2023 Filed Jun 14, 2023 23:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionStock Option (right to buy Common Stock) · Derivative | 840 | $0.00 Strike: $4.32 | $0.00 |
DisclosureSEC source: 0001209191-23-037194 · doc4.xml · derivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,337 Underlying: Common Stock · 840 shares Expires 2028-12-14 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: This option is fully vested. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 23:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 840 | $63.01 | $52,928.99 |
DisclosureSEC source: 0001209191-23-037194 · doc4.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,936 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.00 to $63.02 per share, 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 |
| June 12, 2023 Filed Jun 14, 2023 23:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 840 | $4.32 | $3,628.80 |
DisclosureSEC source: 0001209191-23-037194 · doc4.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,776 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 01, 2023 Filed Jun 2, 2023 23:01 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionStock Option (right to buy Common Stock) · Derivative | 3,597 | $0.00 Strike: $4.32 | $0.00 |
DisclosureSEC source: 0001209191-23-034032 · doc4.xml · derivative · entry 4 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,177 Underlying: Common Stock · 3,597 shares Expires 2028-12-14 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. F4 · derivative.exercise_date: This option is fully vested. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 23:01 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 1,609 | $57.64 | $92,736.81 |
DisclosureSEC source: 0001209191-23-034032 · doc4.xml · nonDerivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,936 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.27 to $58.20 per share, 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 |
| June 01, 2023 Filed Jun 2, 2023 23:01 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 1,988 | $56.73 | $112,782.02 |
DisclosureSEC source: 0001209191-23-034032 · doc4.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,545 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.27 to $57.26 per share, 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 |
| June 01, 2023 Filed Jun 2, 2023 23:01 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 3,597 | $4.32 | $15,539.04 |
DisclosureSEC source: 0001209191-23-034032 · doc4.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,533 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 |
| May 03, 2023 Filed May 5, 2023 23:15 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionStock Option (right to buy Common Stock) · Derivative | 3,597 | $0.00 Strike: $4.32 | $0.00 |
DisclosureSEC source: 0001209191-23-027842 · doc4.xml · derivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,774 Underlying: Common Stock · 3,597 shares Expires 2028-12-14 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: This option is fully vested. Read SEC document |
| May 03, 2023 Filed May 5, 2023 23:15 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 3,597 | $51.11 | $183,857.06 |
DisclosureSEC source: 0001209191-23-027842 · doc4.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,936 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.33 per share, 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 |
| May 03, 2023 Filed May 5, 2023 23:15 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 3,597 | $4.32 | $15,539.04 |
DisclosureSEC source: 0001209191-23-027842 · doc4.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,533 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 |
| April 25, 2023 Filed Apr 27, 2023 23:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionStock Option (right to buy Common Stock) · Derivative | 25,179 | $0.00 Strike: $4.32 | $0.00 |
DisclosureSEC source: 0001209191-23-025913 · doc4.xml · derivative · entry 3 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376,371 Underlying: Common Stock · 25,179 shares Expires 2028-12-14 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: This option is fully vested. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 23:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | SaleCommon Stock | 25,179 | $53.40 | $1,344,666.87 |
DisclosureSEC source: 0001209191-23-025913 · doc4.xml · nonDerivative · entry 2 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,936 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder dated September 16, 2022. F1 · balance_after: Includes 395 shares of Common Stock acquired on February 28, 2022, and 862 shares of Common Stock acquired on February 28, 2023 under the Issuer's employee stock purchase plan. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 23:04 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionCommon Stock | 25,179 | $4.32 | $108,773.28 |
DisclosureSEC source: 0001209191-23-025913 · doc4.xml · nonDerivative · entry 1 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,115 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. F1 · balance_after: Includes 395 shares of Common Stock acquired on February 28, 2022, and 862 shares of Common Stock acquired on February 28, 2023 under the Issuer's employee stock purchase plan. Read SEC document |
| January 14, 2023 Filed Jan 19, 2023 00:05 UTC | Morphic Holding, Inc. MORF · Entity 88114 | Exercise / conversionRestricted Stock Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-003856 · doc4.xml · derivative · entry 5 Tipirneni Praveen P. · CIK 0001779978 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 12,500 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F5 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on each of January 14, 2023, January 14, 2024, January 14, 2025 and January 14, 2026, subject to the reporting person's provision of service to the issuer on each vesting date. F5 · derivative.expiration_date: The RSUs vest as to 25% of the total shares on each of January 14, 2023, January 14, 2024, January 14, 2025 and January 14, 2026, subject to the reporting person's provision of service to the issuer on each vesting 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.