Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Boundless Bio, Inc.BOLD · Entity 7063 | Director | June 15, 2026 | June 15, 2026 |
| Caribou Biosciences, Inc.CRBU · Entity 6445 | Director | February 20, 2026 | February 20, 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.
Boundless Bio, Inc.
Report date June 15, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.40 · Expires 2036-06-14 | Direct | 32,000 |
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 32,000 · Balance 32,000 F1: The stock option shall vest in substantially equal monthly installments over the 12 months following June 15, 2026 (or, in the event the next annual meeting of the issuer's stockholders occurs prior to June 15, 2027, any remaining unvested portion of the stock option will vest on the date of such annual meeting), subject to the reporting person's continuing service on the issuer's board of directors through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option shall vest in substantially equal monthly installments over the 12 months following June 15, 2026 (or, in the event the next annual meeting of the issuer's stockholders occurs prior to June 15, 2027, any remaining unvested portion of the stock option will vest on the date of such annual meeting), subject to the reporting person's continuing service on the issuer's board of directors through such vesting date.
Caribou Biosciences, Inc.
Report date February 20, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $1.80 · Expires 2036-02-19 | Direct | 45,000 |
Reported balance
After 2026-02-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-20 · Grant · Acquired 45,000 · Balance 45,000 F1: One-twelfth of the shares subject to this option will vest on each monthly anniversary of the grant date such that the option will be fully vested on February 20, 2027, subject to the reporting person continuing to provide service to the Issuer through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: One-twelfth of the shares subject to this option will vest on each monthly anniversary of the grant date such that the option will be fully vested on February 20, 2027, subject to the reporting person continuing to provide service to the Issuer through each such vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 15, 2026 Filed Jun 15, 2026 23:40 UTC | Boundless Bio, Inc. BOLD · Entity 7063 | GrantStock Option (right to buy) · Derivative | 32,000 | $0.00 Strike: $1.40 | $0.00 |
DisclosureSEC source: 0001193125-26-271474 · ownership.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,000 Underlying: Common Stock · 32,000 shares Expires 2036-06-14 F1 · derivative.exercise_date: The stock option shall vest in substantially equal monthly installments over the 12 months following June 15, 2026 (or, in the event the next annual meeting of the issuer's stockholders occurs prior to June 15, 2027, any remaining unvested portion of the stock option will vest on the date of such annual meeting), subject to the reporting person's continuing service on the issuer's board of directors through such vesting date. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 22:28 UTC | Caribou Biosciences, Inc. CRBU · Entity 6445 | GrantOption to purchase Common Stock · Derivative | 45,000 | $0.00 Strike: $1.80 | $0.00 |
DisclosureSEC source: 0001880609-26-000002 · wk-form4_1771626490.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2036-02-19 F1 · derivative.exercise_date: One-twelfth of the shares subject to this option will vest on each monthly anniversary of the grant date such that the option will be fully vested on February 20, 2027, subject to the reporting person continuing to provide service to the Issuer through each such vesting date. Read SEC document |
| June 23, 2025 Filed Jun 23, 2025 21:09 UTC | Boundless Bio, Inc. BOLD · Entity 7063 | GrantStock Option (right to buy) · Derivative | 16,000 | $0.00 Strike: $1.03 | $0.00 |
DisclosureSEC source: 0000950170-25-089067 · ownership.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 16,000 shares Expires 2035-06-22 F1 · derivative.exercise_date: The stock option shall vest in substantially equal monthly installments over the 12 months following June 23, 2025 (or, in the event the next annual meeting of the issuer's stockholders occurs prior to June 23, 2026, any remaining unvested portion of the stock option will vest on the date of such annual meeting), subject to the reporting person's continuing service on the issuer's board of directors through such vesting date. Read SEC document |
| February 20, 2025 Filed Feb 22, 2025 01:17 UTC | Caribou Biosciences, Inc. CRBU · Entity 6445 | GrantOption to purchase Common Stock · Derivative | 40,500 | $0.00 Strike: $1.41 | $0.00 |
DisclosureSEC source: 0001880609-25-000003 · wk-form4_1740187018.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,500 Underlying: Common Stock · 40,500 shares Expires 2035-02-19 F1 · derivative.exercise_date: One-twelfth of the shares subject to this option will vest on each monthly anniversary of the grant date such that the option will be fully vested on February 20, 2026, subject to the reporting person continuing to provide service to the Issuer through each such vesting date. Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 20:30 UTC | Boundless Bio, Inc. BOLD · Entity 7063 | GrantStock Option · Derivative | 13,219 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0000950170-24-038693 · ownership.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,219 Underlying: Common Stock · 13,219 shares Expires 2034-03-26 F1 · derivative.exercise_date: The stock option vests in 36 substantially equal monthly installments beginning on April 27, 2024. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:10 UTC | Caribou Biosciences, Inc. CRBU · Entity 6445 | GrantOption to purchase Common Stock · Derivative | 39,500 | $0.00 Strike: $6.81 | $0.00 |
DisclosureSEC source: 0001628280-24-006414 · wk-form4_1708639829.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,500 Underlying: Common Stock · 39,500 shares Expires 2034-02-19 F1 · derivative.exercise_date: One-twelfth of the shares subject to this option will vest on each monthly anniversary of the grant date such that the option will be fully vested on February 20, 2025, subject to the reporting person continuing to provide service to the Issuer through each such vesting date. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 21:48 UTC | Caribou Biosciences, Inc. CRBU · Entity 6445 | GrantOption to purchase Common Stock · Derivative | 21,500 | $0.00 Strike: $6.12 | $0.00 |
DisclosureSEC source: 0001619856-23-000018 · wf-form4_167718885507722.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,500 Underlying: Common Stock · 21,500 shares Expires 2033-02-20 F1 · derivative.exercise_date: One-twelfth of the shares subject to this option will vest on each monthly anniversary of the grant date such that the option will be fully vested on February 21, 2024, subject to the reporting person continuing to provide service to the Issuer through each such vesting date. Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 22:41 UTC | Caribou Biosciences, Inc. CRBU · Entity 6445 | GrantOption to purchase Common Stock · Derivative | 13,750 | $0.00 Strike: $15.16 | $0.00 |
DisclosureSEC source: 0001209191-21-070825 · doc4.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 Underlying: Common Stock · 13,750 shares Expires 2031-12-19 F1 · derivative.exercise_date: One-twelfth of the shares subject to this option will vest on each monthly anniversary of the grant date such that the option will be fully vested on December 20, 2022, subject to the reporting person continuing to provide services to the Issuer through each such vesting date. Read SEC document |
| December 20, 2021 Filed Dec 23, 2021 02:17 UTC Amendment | Caribou Biosciences, Inc. CRBU · Entity 6445 | GrantOption to purchase Common Stock · Derivative | 13,060 | $0.00 Strike: $15.16 | $0.00 |
DisclosureSEC source: 0001209191-21-071011 · doc4a.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,060 Underlying: Common Stock · 13,060 shares Expires 2031-12-19 F1 · shares: On December 21, 2021, the reporting person filed a Form 4 to report a stock option grant. Due to a clerical error, that grant was shown as covering 13,750 shares. The correct number of shares is 13,060. This amendment reports the correct number of shares. F2 · derivative.exercise_date: The shares subject to this option will vest in equal monthly installments starting on the first monthly anniversary of the grant date until the option is fully vested on December 20, 2025, subject to the reporting person's continued service to the Issuer through the applicable vesting dates. F1 · derivative.underlying_shares: On December 21, 2021, the reporting person filed a Form 4 to report a stock option grant. Due to a clerical error, that grant was shown as covering 13,750 shares. The correct number of shares is 13,060. This amendment reports the correct number of shares. F1 · balance_after: On December 21, 2021, the reporting person filed a Form 4 to report a stock option grant. Due to a clerical error, that grant was shown as covering 13,750 shares. The correct number of shares is 13,060. This amendment reports the correct number of shares. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 20:23 UTC | Caribou Biosciences, Inc. CRBU · Entity 6445 | GrantStock Option (right to buy) · Derivative | 44,000 | $0.00 Strike: $28.32 | $0.00 |
DisclosureSEC source: 0001209191-21-055280 · doc4.xml · derivative · entry 1 Whiting Nancy · CIK 0001880609 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,000 Underlying: Common Stock · 44,000 shares Expires 2031-09-07 F1 · derivative.exercise_date: The option becomes exercisable in three equal annual installments beginning September 8, 2022. 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.