Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Omega Therapeutics, Inc.OMGA · Entity 83618 | Director | June 07, 2023 | June 09, 2023 |
| Protara Therapeutics, Inc.TARA · Entity 6203 | Director | June 15, 2026 | June 16, 2026 |
| REGENXBIO Inc.RGNX · Entity 2211 | Director | June 04, 2021 | June 08, 2021 |
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.
Omega Therapeutics, Inc.
Report date June 07, 2023 · Filed June 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.39 · Expires 2033-06-06 | Direct | 18,118 |
Reported balance
After 2023-06-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-07 · Grant · Acquired 18,118 · Balance 18,118 F1: The options vest and become exercisable on the earlier of (i) the date of the Issuer's next annual meeting of stockholders and (ii) the first anniversary of the date of grant, subject to the Reporting Person's continued service on the Issuer's Board of Directors through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest and become exercisable on the earlier of (i) the date of the Issuer's next annual meeting of stockholders and (ii) the first anniversary of the date of grant, subject to the Reporting Person's continued service on the Issuer's Board of Directors through such vesting date.
Protara Therapeutics, Inc.
Report date June 15, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.94 · Expires 2036-06-14 | Direct | 31,000 |
Reported balance
After 2026-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 31,000 · Balance 31,000 F1: 1. The shares subject to the Annual Grant will vest in full upon the first anniversary of the date of grant, subject to the Eligible Director's continuous service as a member of the Board through such vesting date and will vest in full upon a Change of Control. |
Filing footnotes · ownership attribution and instrument terms
F1: 1. The shares subject to the Annual Grant will vest in full upon the first anniversary of the date of grant, subject to the Eligible Director's continuous service as a member of the Board through such vesting date and will vest in full upon a Change of Control.
REGENXBIO Inc.
Report date June 04, 2021 · Filed June 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.52 · Expires 2031-06-04 | Direct | 10,000 |
Reported balance
After 2021-06-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-06-04 · Grant · Acquired 10,000 · Balance 10,000 F1: The option will vest in 12 equal monthly installments following June 4, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The option will vest in 12 equal monthly installments following June 4, 2021.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Trillium Therapeutics Inc.
Report date November 17, 2021 · Filed November 19, 2021
Section 16 reporting ended · disclosed 2021-11-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.03 · Expires 2030-12-23 | Direct | 0 |
Reported balance
After 2021-11-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-11-17 · Disposition to issuer · Disposed 40,000 · Balance 0 F2: On November 17, 2021 (the "Closing Date"), PF Argentum Acquisition ULC, an indirect wholly owned subsidiary of Pfizer, Inc. (the "Purchaser") acquired all of the outstanding common shares of Trillium Therapeutics Inc. (the "Issuer") under a plan of arrangement pursuant to the Canada Business Corporations Act (British Columbia) (the "Plan of Arrangement"), whereby Issuer became a wholly owned subsidiary of the Purchaser. At the Effective Time (the "Effective Time") of the Plan of Arrangement, all common shares and equity awards of the Issuer that were issued and outstanding immediately prior to the Effective Time were converted into the right to receive $18.50 per share in cash. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.93 · Expires 2024-03-06 | Direct | 0 |
Reported balance
After 2021-11-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-11-17 · Disposition to issuer · Disposed 6,666 · Balance 0 F1: The exercise price of these options is $18.90 CAD and has been translated to USD in the table above at an exchange rate of $1.00 CAD to $0.79 USD F2: On November 17, 2021 (the "Closing Date"), PF Argentum Acquisition ULC, an indirect wholly owned subsidiary of Pfizer, Inc. (the "Purchaser") acquired all of the outstanding common shares of Trillium Therapeutics Inc. (the "Issuer") under a plan of arrangement pursuant to the Canada Business Corporations Act (British Columbia) (the "Plan of Arrangement"), whereby Issuer became a wholly owned subsidiary of the Purchaser. At the Effective Time (the "Effective Time") of the Plan of Arrangement, all common shares and equity awards of the Issuer that were issued and outstanding immediately prior to the Effective Time were converted into the right to receive $18.50 per share in cash. |
| Deferred Share UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-11-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-17 · Disposition to issuer · Disposed 547,656.26 · Balance 0 F2: On November 17, 2021 (the "Closing Date"), PF Argentum Acquisition ULC, an indirect wholly owned subsidiary of Pfizer, Inc. (the "Purchaser") acquired all of the outstanding common shares of Trillium Therapeutics Inc. (the "Issuer") under a plan of arrangement pursuant to the Canada Business Corporations Act (British Columbia) (the "Plan of Arrangement"), whereby Issuer became a wholly owned subsidiary of the Purchaser. At the Effective Time (the "Effective Time") of the Plan of Arrangement, all common shares and equity awards of the Issuer that were issued and outstanding immediately prior to the Effective Time were converted into the right to receive $18.50 per share in cash. F3: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise price of these options is $18.90 CAD and has been translated to USD in the table above at an exchange rate of $1.00 CAD to $0.79 USD
F2: On November 17, 2021 (the "Closing Date"), PF Argentum Acquisition ULC, an indirect wholly owned subsidiary of Pfizer, Inc. (the "Purchaser") acquired all of the outstanding common shares of Trillium Therapeutics Inc. (the "Issuer") under a plan of arrangement pursuant to the Canada Business Corporations Act (British Columbia) (the "Plan of Arrangement"), whereby Issuer became a wholly owned subsidiary of the Purchaser. At the Effective Time (the "Effective Time") of the Plan of Arrangement, all common shares and equity awards of the Issuer that were issued and outstanding immediately prior to the Effective Time were converted into the right to receive $18.50 per share in cash.
F3: N/A
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 |
|---|---|---|---|---|---|---|
| November 19, 2018 Filed Nov 21, 2018 21:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,250 | $0.00 Strike: $18.85 | $0.00 |
DisclosureSEC source: 0001562180-18-004643 · primarydocument.xml · derivative · entry 12 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 6,250 shares Expires 2027-05-24 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. F7 · derivative.exercise_date: The previously granted option, representing a right to purchase a total of 12,500 shares, became exercisable as follows: the option vested in 12 equal monthly installments following May 24, 2017. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 21:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,604 | $0.00 Strike: $49.45 | $0.00 |
DisclosureSEC source: 0001562180-18-004643 · primarydocument.xml · derivative · entry 11 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,896 Underlying: Common Stock · 2,604 shares Expires 2028-05-25 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. F6 · derivative.exercise_date: The previously granted option, representing a right to purchase a total of 12,500 shares, became exercisable as follows: the option vests in 12 equal monthly installments following May 25, 2018. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 21:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | SaleCommon Stock | 600 | $63.53 | $38,118.00 |
DisclosureSEC source: 0001562180-18-004643 · primarydocument.xml · nonDerivative · entry 6 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. F4 · price: This transaction was executed in multiple trades at prices ranging from $63.34 to $64.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 21:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | SaleCommon Stock | 600 | $62.81 | $37,686.00 |
DisclosureSEC source: 0001562180-18-004643 · primarydocument.xml · nonDerivative · entry 5 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $62.06 to $63.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 21:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | SaleCommon Stock | 10,916 | $60.26 | $657,798.16 |
DisclosureSEC source: 0001562180-18-004643 · primarydocument.xml · nonDerivative · entry 4 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $60.00 to $60.685. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 21:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | Exercise / conversionCommon Stock | 3,262 | $12.74 | $41,557.88 |
DisclosureSEC source: 0001562180-18-004643 · primarydocument.xml · nonDerivative · entry 3 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,116 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 21:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | Exercise / conversionCommon Stock | 6,250 | $18.85 | $117,812.50 |
DisclosureSEC source: 0001562180-18-004643 · primarydocument.xml · nonDerivative · entry 2 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,854 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 21:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | Exercise / conversionCommon Stock | 2,604 | $49.45 | $128,767.80 |
DisclosureSEC source: 0001562180-18-004643 · primarydocument.xml · nonDerivative · entry 1 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,604 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 25, 2018 Filed May 30, 2018 20:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | GrantStock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $49.45 | $0.00 |
DisclosureSEC source: 0001562180-18-002714 · primarydocument.xml · derivative · entry 1 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2028-05-25 F1 · derivative.exercise_date: The option will vest in 12 equal monthly installments following May 25, 2018. Read SEC document |
| May 24, 2017 Filed May 26, 2017 21:00 UTC | REGENXBIO Inc. RGNX · Entity 2211 | GrantStock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $18.85 | $0.00 |
DisclosureSEC source: 0000899243-17-014569 · doc4.xml · derivative · entry 1 BESHAR LUKE M · CIK 0001192128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2027-05-24 F1 · derivative.exercise_date: The option will vest in 12 equal monthly installments following May 24, 2017. 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.