Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FATE THERAPEUTICS INCFATE · Entity 5968 | Director | June 12, 2026 | June 15, 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.
FATE THERAPEUTICS INC
Report date June 12, 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 $2.06 · Expires 2036-06-12 | Direct | 87,900 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 87,900 · Balance 87,900 F1: This transaction represents a grant of options pursuant to the terms of the Issuer's Amended and Restated Non-Employee Director Compensation Policy which provides for annual equity grants to the Issuer's non-employee directors on the date of the Issuer's Annual Meeting of Stockholders. F2: The shares subject to this option shall vest and become exercisable on the earlier of (i) June 12, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents a grant of options pursuant to the terms of the Issuer's Amended and Restated Non-Employee Director Compensation Policy which provides for annual equity grants to the Issuer's non-employee directors on the date of the Issuer's Annual Meeting of Stockholders.
F2: The shares subject to this option shall vest and become exercisable on the earlier of (i) June 12, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Epizyme, Inc.
Report date August 12, 2022 · Filed August 16, 2022
Section 16 reporting ended · disclosed 2022-08-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001SEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-08-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-08-12 · Disposition to issuer · Disposed 179,247 · Balance 107,292 F1: Includes 977 shares of common stock of the Issuer ("Shares") inadvertently omitted from the total Shares directly held by the Reporting Person in the previous Form 4 filed with the Securities and Exchange Commission on February 28, 2022. F2: Reflects disposition of Shares in connection with that certain Agreement and Plan of Merger (the "Merger Agreement"), by and among the Issuer, Ipsen Pharma SAS and Hibernia Merger Sub, Inc. ("Merger Sub"), dated as of June 27, 2022, including the completion of a tender offer to purchase all outstanding Shares of the Issuer, at a price per Share of (i) $1.45 per Share (the "Cash Consideration"), plus (ii) one (1) contractual contingent value right per Share ("CVR"), which represents the right to receive one or more contingent payments upon the achievement of certain milestones, if any (collectively, the "Offer Price"), and the consummation of the merger (the "Merger") between the Issuer and Merger Sub on August 12, 2022. As of the effective time of the Merger (the "Effective Time"), each Share held by the Reporting Person was converted into the Offer Price. Row 2 · 2022-08-12 · Disposition to issuer · Disposed 107,292 · Balance 0 F3: Reflects disposition of restricted stock units ("RSUs") in accordance with the Merger Agreement, pursuant to which, effective immediately prior to the Effective Time, each unvested RSU held by the Reporting Person automatically vested in full and was canceled and converted into the right to receive (i) an amount of cash equal to the product of (A) the total number of Shares then underlying such RSU multiplied by (B) the Cash Consideration and (ii) one (1) CVR for each Share underlying such RSU, in each case, less applicable withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 977 shares of common stock of the Issuer ("Shares") inadvertently omitted from the total Shares directly held by the Reporting Person in the previous Form 4 filed with the Securities and Exchange Commission on February 28, 2022.
F2: Reflects disposition of Shares in connection with that certain Agreement and Plan of Merger (the "Merger Agreement"), by and among the Issuer, Ipsen Pharma SAS and Hibernia Merger Sub, Inc. ("Merger Sub"), dated as of June 27, 2022, including the completion of a tender offer to purchase all outstanding Shares of the Issuer, at a price per Share of (i) $1.45 per Share (the "Cash Consideration"), plus (ii) one (1) contractual contingent value right per Share ("CVR"), which represents the right to receive one or more contingent payments upon the achievement of certain milestones, if any (collectively, the "Offer Price"), and the consummation of the merger (the "Merger") between the Issuer and Merger Sub on August 12, 2022. As of the effective time of the Merger (the "Effective Time"), each Share held by the Reporting Person was converted into the Offer Price.
F3: Reflects disposition of restricted stock units ("RSUs") in accordance with the Merger Agreement, pursuant to which, effective immediately prior to the Effective Time, each unvested RSU held by the Reporting Person automatically vested in full and was canceled and converted into the right to receive (i) an amount of cash equal to the product of (A) the total number of Shares then underlying such RSU multiplied by (B) the Cash Consideration and (ii) one (1) CVR for each Share underlying such RSU, in each case, less applicable withholding.
Gritstone bio, Inc.
Report date April 04, 2025 · Filed April 08, 2025
Section 16 reporting ended · disclosed 2025-04-08. 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 $2.19 · Expires 2033-06-15 | Direct | 0 |
Reported balance
After 2025-04-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-04 · Other · Disposed 51,800 · Balance 0 F1: Pursuant to the Issuer's Second Modified Plan of Reorganization pursuant to Chapter 11 of the Bankruptcy Code, which was confirmed by the United States Bankruptcy Court for the District of Delaware on April 3, 2025 and became effective on April 4, 2025, each share of the Issuer's common stock and options to purchase the Issuer's common stock outstanding prior to the Issuer's emergence from bankruptcy were cancelled for no value. F2: The options are fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.76 · Expires 2034-06-16 | Direct | 0 |
Reported balance
After 2025-04-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-04 · Other · Disposed 51,800 · Balance 0 F1: Pursuant to the Issuer's Second Modified Plan of Reorganization pursuant to Chapter 11 of the Bankruptcy Code, which was confirmed by the United States Bankruptcy Court for the District of Delaware on April 3, 2025 and became effective on April 4, 2025, each share of the Issuer's common stock and options to purchase the Issuer's common stock outstanding prior to the Issuer's emergence from bankruptcy were cancelled for no value. F3: The option will vest and become exercisable on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the next annual stockholder's meeting to the extent unvested as of such date, subject to continued service through the applicable vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.48 · Expires 2031-05-31 | Direct | 0 |
Reported balance
After 2025-04-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-04 · Other · Disposed 38,000 · Balance 0 F1: Pursuant to the Issuer's Second Modified Plan of Reorganization pursuant to Chapter 11 of the Bankruptcy Code, which was confirmed by the United States Bankruptcy Court for the District of Delaware on April 3, 2025 and became effective on April 4, 2025, each share of the Issuer's common stock and options to purchase the Issuer's common stock outstanding prior to the Issuer's emergence from bankruptcy were cancelled for no value. F2: The options are fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.86 · Expires 2031-06-17 | Direct | 0 |
Reported balance
After 2025-04-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-04 · Other · Disposed 937 · Balance 0 F1: Pursuant to the Issuer's Second Modified Plan of Reorganization pursuant to Chapter 11 of the Bankruptcy Code, which was confirmed by the United States Bankruptcy Court for the District of Delaware on April 3, 2025 and became effective on April 4, 2025, each share of the Issuer's common stock and options to purchase the Issuer's common stock outstanding prior to the Issuer's emergence from bankruptcy were cancelled for no value. F2: The options are fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.22 · Expires 2032-06-16 | Direct | 0 |
Reported balance
After 2025-04-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-04-04 · Other · Disposed 19,000 · Balance 0 F1: Pursuant to the Issuer's Second Modified Plan of Reorganization pursuant to Chapter 11 of the Bankruptcy Code, which was confirmed by the United States Bankruptcy Court for the District of Delaware on April 3, 2025 and became effective on April 4, 2025, each share of the Issuer's common stock and options to purchase the Issuer's common stock outstanding prior to the Issuer's emergence from bankruptcy were cancelled for no value. F2: The options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Issuer's Second Modified Plan of Reorganization pursuant to Chapter 11 of the Bankruptcy Code, which was confirmed by the United States Bankruptcy Court for the District of Delaware on April 3, 2025 and became effective on April 4, 2025, each share of the Issuer's common stock and options to purchase the Issuer's common stock outstanding prior to the Issuer's emergence from bankruptcy were cancelled for no value.
F2: The options are fully vested.
F3: The option will vest and become exercisable on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the next annual stockholder's meeting to the extent unvested as of such date, subject to continued service through the applicable 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 |
|---|---|---|---|---|---|---|
| February 03, 2020 Filed Feb 5, 2020 18:02 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantCommon Stock | 12,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-003370 · doc4.xml · nonDerivative · entry 1 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,659 F1 · shares: Consists of shares of Common Stock issuable under 12,856 restricted stock units ("RSUs") granted pursuant to the Company's 2013 Stock Incentive Plan. Each RSU represents the right to receive one share of Common Stock upon vesting. These RSUs are scheduled to vest in four equal annual installments over four years from the grant date, with the first installment vesting on February 3, 2021. Read SEC document |
| January 27, 2020 Filed Jan 27, 2020 21:19 UTC | Epizyme, Inc. EPZM · Entity 12703 | SaleCommon Stock, par value $0.0001 | 2,630 | $20.44 | $53,757.20 |
DisclosureSEC source: 0000899243-20-002116 · doc4.xml · nonDerivative · entry 3 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,803 F3 · shares: Represents shares automatically sold by the reporting person to satisfy tax withholding obligations in connection with the vesting of the restricted stock units granted under the issuer's 2013 Stock Incentive Plan on January 24, 2019. The automatic sale of the reporting person's shares is provided for in a restricted stock unit agreement constituting a "binding contract" consistent with the affirmative defense to liability under Rule 10b5-1 and the sale does not represent a discretionary trade by the reporting person. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 21:19 UTC | Epizyme, Inc. EPZM · Entity 12703 | SaleCommon Stock, par value $0.0001 | 1,843 | $24.64 | $45,411.52 |
DisclosureSEC source: 0000899243-20-002116 · doc4.xml · nonDerivative · entry 2 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,433 F2 · shares: Represents shares automatically sold by the reporting person to satisfy tax withholding obligations in connection with the vesting of the restricted stock units described in footnote 1. The automatic sale of the reporting person's shares is provided for in a restricted stock unit agreement constituting a "binding contract" consistent with the affirmative defense to liability under Rule 10b5-1 and the sale does not represent a discretionary trade by the reporting person. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 21:19 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantCommon Stock, par value $0.0001 | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-002116 · doc4.xml · nonDerivative · entry 1 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,276 F1 · price: Represents common stock issued upon vesting of restricted stock units granted under the issuer's 2013 Stock Incentive Plan that vested upon the issuer's achievement of a specified performance target. The transaction date represents the date on which the issuer's Compensation Committee determined that the performance target was achieved. Read SEC document |
| December 02, 2019 Filed Dec 6, 2019 16:15 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantStock Option (Right to Buy) · Derivative | 34,978 | $0.00 Strike: $16.61 | $0.00 |
DisclosureSEC source: 0000899243-19-028682 · doc4.xml · derivative · entry 2 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,978 Underlying: Common Stock · 34,978 shares Expires 2029-12-01 F2 · derivative.exercise_date: This option was granted on December 2, 2019 pursuant to the Company's 2013 Stock Incentive Plan with respect to 34,978 shares of Common Stock, with 25% vesting on December 2, 2020 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| December 02, 2019 Filed Dec 6, 2019 16:15 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantCommon Stock | 22,577 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-028682 · doc4.xml · nonDerivative · entry 1 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,276 F1 · shares: Consists of shares of Common Stock issuable under 22,577 restricted stock units ("RSUs") granted pursuant to the Company's 2013 Stock Incentive Plan. Each RSU represents the right to receive one share of Common Stock upon vesting. These RSUs are scheduled to vest in four equal annual installments over four years from the grant date, with the first installment vesting on December 2, 2020. Read SEC document |
| December 02, 2019 Filed Jan 7, 2020 08:31 UTC Amendment | Epizyme, Inc. EPZM · Entity 12703 | GrantStock Option (Right to Buy) · Derivative | 34,978 | $0.00 Strike: $15.76 | $0.00 |
DisclosureSEC source: 0000899243-20-000666 · doc4a.xml · derivative · entry 2 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,978 Underlying: Common Stock · 34,978 shares Expires 2029-12-01 F3 · derivative.exercise_price: This amendment is being filed solely to correct the exercrise price of the stock option grant reported on the reporting person's Form 4 filed on December 6, 2019. The exercise price should have been reported as $15.76 per share, the closing price of the Company's Common Stock on the date of grant. F2 · derivative.exercise_date: This option was granted on December 2, 2019 pursuant to the Company's 2013 Stock Incentive Plan with respect to 34,978 shares of Common Stock, with 25% vesting on December 2, 2020 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| December 02, 2019 Filed Jan 7, 2020 08:31 UTC Amendment | Epizyme, Inc. EPZM · Entity 12703 | GrantCommon Stock | 22,577 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-000666 · doc4a.xml · nonDerivative · entry 1 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,276 F1 · shares: Consists of shares of Common Stock issuable under 22,577 restricted stock units ("RSUs") granted pursuant to the Company's 2013 Stock Incentive Plan. Each RSU represents the right to receive one share of Common Stock upon vesting. These RSUs are scheduled to vest in four equal annual installments over four years from the grant date, with the first installment vesting on December 2, 2020. Read SEC document |
| July 15, 2019 Filed Jul 17, 2019 20:31 UTC | FATE THERAPEUTICS INC FATE · Entity 5968 | GrantStock Option (right to buy) · Derivative | 24,000 | Not disclosed Strike: $22.14 | Not disclosed |
DisclosureSEC source: 0001209191-19-042386 · doc4.xml · derivative · entry 1 Agarwal Shefali · CIK 0001746830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Underlying: Common Stock · 24,000 shares Expires 2029-07-15 F2 · price: Not applicable. F1 · derivative.exercise_date: The shares subject to this option shall vest and become exercisable in 36 equal monthly installments beginning on August 15, 2019 such that this option is fully exercisable on July 15, 2022. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 17:18 UTC | Epizyme, Inc. EPZM · Entity 12703 | SaleCommon Stock, par value $0.0001 | 1,195 | $11.97 | $14,304.15 |
DisclosureSEC source: 0000899243-19-017213 · doc4.xml · nonDerivative · entry 1 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,699 F1 · shares: Represents shares automatically sold by the reporting person to satisfy tax withholding obligations in connection with the vesting of restricted stock units. The automatic sale of the reporting person's shares is provided for in a restricted stock unit agreement constituting a "binding contract" consistent with the affirmative defense to liability under Rule 10b5-1 and the sale does not represent a discretionary trade by the reporting person. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 18:55 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantCommon Stock, par value $0.0001 | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-017101 · doc4.xml · nonDerivative · entry 1 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,894 F1 · price: Represents common stock issued upon vesting of restricted stock units granted under the issuer's 2013 Stock Incentive Plan that vested upon the issuer's achievement of a specified performance target. The transaction date represents the date on which the issuer's Compensation Committee determined that the performance target was achieved. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 20:14 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantStock Option (Right to Buy) · Derivative | 151,620 | $0.00 Strike: $9.12 | $0.00 |
DisclosureSEC source: 0000899243-19-002090 · doc4.xml · derivative · entry 2 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,620 Underlying: Common Stock · 151,620 shares Expires 2029-01-23 F2 · derivative.exercise_date: This option was granted on January 24, 2019 pursuant to the Company's 2013 Stock Incentive Plan with respect to 151,620 shares of Common Stock, with 25% vesting on January 24, 2020 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 20:14 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantCommon Stock | 32,894 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-002090 · doc4.xml · nonDerivative · entry 1 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,894 F1 · shares: Consists of shares of Common Stock issuable under 32,894 restricted stock units ("RSUs") granted pursuant to the Company's 2013 Stock Incentive Plan. Each RSU represents the right to receive one share of Common Stock upon vesting. These RSUs are scheduled to vest in four equal annual installments over four years from the grant date, with the first installment vesting on January 24, 2020. Read SEC document |
| July 23, 2018 Filed Jul 24, 2018 12:46 UTC | Epizyme, Inc. EPZM · Entity 12703 | GrantStock Option (Right to Buy) · Derivative | 170,000 | $0.00 Strike: $13.35 | $0.00 |
DisclosureSEC source: 0001209191-18-043681 · doc4.xml · derivative · entry 1 Agarwal Shefali · CIK 0001746830 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Common Stock · 170,000 shares Expires 2028-07-22 F1 · derivative.exercise_date: This option was granted on July 23, 2018 pursuant to the Company's 2013 Stock Incentive Plan with respect to 170,000 shares of Common Stock, with 25% vesting on July 23, 2019 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. 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.