Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 908 Devices Inc.MASS · Entity 5564 | Director | June 11, 2025 | June 13, 2025 |
| Amneal Pharmaceuticals, Inc.AMRX · Entity 820 | Director | May 06, 2026 | May 08, 2026 |
| LENZ Therapeutics, Inc.LENZ · Entity 6475 | Director | June 15, 2026 | June 16, 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.
908 Devices Inc.
Report date June 11, 2025 · Filed June 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,814 |
Reported balance
After 2025-06-11 transaction · row 1
1 source rowRow 1 · 2025-06-11 · Exercise / conversion · Acquired 11,364 · Balance 26,814 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Common Stock, par value $0.001, when vested. This transaction represents the settlement of RSUs in shares of Common Stock on their scheduled vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-06-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-11 · Exercise / conversion · Disposed 11,364 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Common Stock, par value $0.001, when vested. This transaction represents the settlement of RSUs in shares of Common Stock on their scheduled vesting date. F2: The RSUs became fully vested on June 11, 2025, the day prior to the 2025 Annual Meeting of the Stockholders of 908 Devices Inc. The RSUs have no expiration date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,083 |
Reported balance
After 2025-06-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-12 · Grant · Acquired 14,083 · Balance 14,083 F3: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Common Stock, par value $0.001, when vested. F4: The RSUs become fully vested on June 12, 2026 or the day prior to the 2026 Annual Meeting of the Stockholders of 908 Devices Inc., whichever occurs first, subject to the reporting person's continued service through the applicable vesting date, provided that, if the reporting person terminates their service for any reason, then a prorated number of RSUs will vest. The RSUs have no expiration date. |
| Stock Option (option to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.19 · Expires 2035-06-11 | Direct | 6,516 |
Reported balance
After 2025-06-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-06-12 · Grant · Acquired 6,516 · Balance 6,516 F5: The shares underlying the option become vested and exercisable in substantially equal monthly installments over the 12 months following June 12, 2025, subject to the reporting person's continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Common Stock, par value $0.001, when vested. This transaction represents the settlement of RSUs in shares of Common Stock on their scheduled vesting date.
F2: The RSUs became fully vested on June 11, 2025, the day prior to the 2025 Annual Meeting of the Stockholders of 908 Devices Inc. The RSUs have no expiration date.
F3: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Common Stock, par value $0.001, when vested.
F4: The RSUs become fully vested on June 12, 2026 or the day prior to the 2026 Annual Meeting of the Stockholders of 908 Devices Inc., whichever occurs first, subject to the reporting person's continued service through the applicable vesting date, provided that, if the reporting person terminates their service for any reason, then a prorated number of RSUs will vest. The RSUs have no expiration date.
F5: The shares underlying the option become vested and exercisable in substantially equal monthly installments over the 12 months following June 12, 2025, subject to the reporting person's continued service through the applicable vesting date.
Amneal Pharmaceuticals, Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 344,614 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Exercise / conversion · Acquired 34,819 · Balance 344,614 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-07 · Exercise / conversion · Disposed 34,819 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,824 |
Reported balance
After 2026-05-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-06 · Grant · Acquired 19,824 · Balance 19,824 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: On May 6, 2025, the reporting person was granted 34,819 restricted stock units vesting on May 7, 2026.
F3: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant.
LENZ 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 $6.63 · Expires 2036-06-15 | Direct | 22,100 |
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 22,100 · Balance 22,100 F1: Subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's Outside Director Compensation Policy) through such applicable date, one hundred percent (100%) of the shares subject to the option shall vest on the earlier to occur of June 15, 2027 or the date of the next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's Outside Director Compensation Policy) through such applicable date, one hundred percent (100%) of the shares subject to the option shall vest on the earlier to occur of June 15, 2027 or the date of the next annual meeting of stockholders.
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 |
|---|---|---|---|---|---|---|
| May 15, 2020 Filed May 15, 2020 20:15 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | PurchaseClass A Common Stock | 23,810 | $4.16 | $99,049.60 |
DisclosureSEC source: 0001209191-20-029727 · doc4.xml · nonDerivative · entry 1 George Jeffrey P. · CIK 0001796789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,810 F1 · price: The price reported in column 4 is an average weighted price. The shares were purchased in multiple transactions at prices ranging from $4.05 to $4.20. Full information regarding the number of shares purchased at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| May 05, 2020 Filed May 6, 2020 23:47 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantRestricted Stock Units · Derivative | 46,218 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-012183 · doc4.xml · derivative · entry 1 George Jeffrey P. · CIK 0001796789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,218 Underlying: Class A Common Stock · 46,218 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. F2 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Read SEC document |
| December 14, 2019 Filed Dec 17, 2019 22:44 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantStock Option · Derivative | 28,506 | $0.00 Strike: $4.76 | $0.00 |
DisclosureSEC source: 0001723128-19-000145 · wf-form4_157662264303996.xml · derivative · entry 2 George Jeffrey P. · CIK 0001796789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,506 Underlying: Class A Common Stock · 28,506 shares Expires 2029-12-14 F3 · derivative.exercise_date: The option vests on the later of (i) the day immediately preceeding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Read SEC document |
| December 14, 2019 Filed Dec 17, 2019 22:44 UTC | Amneal Pharmaceuticals, Inc. AMRX · Entity 820 | GrantRestricted Stock Units · Derivative | 7,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001723128-19-000145 · wf-form4_157662264303996.xml · derivative · entry 1 George Jeffrey P. · CIK 0001796789 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,522 Underlying: Class A Common Stock · 7,522 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: Restricted stock units vest on the later of (i) the day immediately preceeding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Restricted stock units have no expiration date. F2 · derivative.expiration_date: Restricted stock units vest on the later of (i) the day immediately preceeding the issuer's first annual meeting of stockholders following the date of grant and (ii) the day immediately following the first anniversary of the date of grant. Restricted stock units have no expiration 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.