Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMAG PHARMACEUTICALS, INC.AMAG · Entity 145305 | Director · President & CEO | March 02, 2020 | March 04, 2020 |
| Atara Biotherapeutics, Inc.ATRA · Entity 6828 | Director | June 09, 2026 | June 11, 2026 |
| MACROGENICS INCMGNX · Entity 6104 | Director | May 18, 2026 | May 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.
AMAG PHARMACEUTICALS, INC.
Report date March 02, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 424,612 |
Reported balance
After 2020-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-02 · Tax withholding · Disposed 4,451 · Balance 424,612 F1: Represents shares withheld to satisfy the reporting person's tax obligations in connection with the vesting of 15,165 restricted stock units ("RSUs") on March 2, 2020. F2: Reporting person's total beneficial ownership has been adjusted to reflect that no shares were awarded pursuant to the performance-based RSU award granted on February 23, 2017. The reporting person had previously reported beneficial ownership of 55,000 shares pursuant to the RSU award, which represented the target number of shares that could have been delivered based on the achievement of certain relative total stockholder return targets over a three year performance period, which were not met, and which target share amount was previously reported on a Form 4 filed on February 27, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy the reporting person's tax obligations in connection with the vesting of 15,165 restricted stock units ("RSUs") on March 2, 2020.
F2: Reporting person's total beneficial ownership has been adjusted to reflect that no shares were awarded pursuant to the performance-based RSU award granted on February 23, 2017. The reporting person had previously reported beneficial ownership of 55,000 shares pursuant to the RSU award, which represented the target number of shares that could have been delivered based on the achievement of certain relative total stockholder return targets over a three year performance period, which were not met, and which target share amount was previously reported on a Form 4 filed on February 27, 2017.
Atara Biotherapeutics, Inc.
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,188 |
Reported balance
After 2026-06-09 transaction · row 1
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 12,000 · Balance 34,188 F1: These restricted stock units shall vest on the earlier of June 9, 2027 or the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units shall vest on the earlier of June 9, 2027 or the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service.
MACROGENICS INC
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,750 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Exercise / conversion · Acquired 3,750 · Balance 114,750 F1: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-18 · Exercise / conversion · Disposed 3,750 · Balance 0 F1: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs vested on May 18, 2026, which was one day prior to the Issuer's 2026 Annual Meeting of Stockholders held on May 19, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,750 |
Reported balance
After 2026-05-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-19 · Grant · Acquired 3,750 · Balance 3,750 F1: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's common stock. F3: The RSUs will vest one year after the date of grant, or the day prior to the next annual meeting, if earlier |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.52 · Expires 2036-05-19 | Direct | 22,000 |
Reported balance
After 2026-05-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-19 · Grant · Acquired 22,000 · Balance 22,000 F4: The option will vest and become exercisable in monthly, cumulative 1/12th increments (rounded upwards for whole shares) beginning one month from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSUs vested on May 18, 2026, which was one day prior to the Issuer's 2026 Annual Meeting of Stockholders held on May 19, 2026.
F3: The RSUs will vest one year after the date of grant, or the day prior to the next annual meeting, if earlier
F4: The option will vest and become exercisable in monthly, cumulative 1/12th increments (rounded upwards for whole shares) beginning one month from the date of grant.
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 08, 2017 Filed Jun 12, 2017 21:27 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039236 · doc4.xml · nonDerivative · entry 1 HEIDEN WILLIAM K · CIK 0001214939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · shares: These restricted stock units shall vest on June 8, 2018, subject to the Reporting Person's continuous service. Read SEC document |
| May 08, 2017 Filed May 10, 2017 16:51 UTC | AMAG PHARMACEUTICALS, INC. AMAG · Entity 145305 | Tax withholdingCommon Stock | 19,085 | $18.55 | $354,026.75 |
DisclosureSEC source: 0001179110-17-006989 · edgar.xml · nonDerivative · entry 1 HEIDEN WILLIAM K · CIK 0001214939 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,561 F1 · shares: Represents shares withheld to satisfy the reporting person's tax obligations in connection with the vesting of 18,700 restricted stock units ("RSUs") on January 2, 2017, 9,999 RSUs on February 26, 2017, 3,900 RSUs on February 27, 2017, 3,600 RSUs on February 28, 2017 and 11,998 RSUs on March 1, 2017. Due to the black-out policies implemented by AMAG Pharmaceuticals, Inc. (the "Issuer"), the shares of the Issuer's Common Stock underlying such vested RSUs were not delivered to the reporting person until May 8, 2017, at which time an aggregate of 19,085 shares were withheld to satisfy the reporting person's applicable tax obligations. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 19:04 UTC | AMAG PHARMACEUTICALS, INC. AMAG · Entity 145305 | GrantStock Option (Right to Buy) · Derivative | 65,000 | Not disclosed Strike: $23.75 | Not disclosed |
DisclosureSEC source: 0001179110-17-003324 · edgar.xml · derivative · entry 3 HEIDEN WILLIAM K · CIK 0001214939 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common Stock · 65,000 shares Expires 2027-02-23 F3 · price: Not applicable. F5 · derivative.exercise_date: Grant of stock option pursuant to the Plan. This option will vest and become exercisable over four years after the grant date as follows: (i) 25% on the first anniversary of the grant date and (ii) the balance vesting in equal quarterly installments over the next three years thereafter. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 19:04 UTC | AMAG PHARMACEUTICALS, INC. AMAG · Entity 145305 | GrantCommon Stock | 55,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003324 · edgar.xml · nonDerivative · entry 2 HEIDEN WILLIAM K · CIK 0001214939 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,646 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock of AMAG Pharmaceuticals, Inc. (the "Issuer"). F4 · shares: These shares of Common Stock are issuable pursuant to a performance-based RSU grant under a long-term incentive program under the Plan and will be earned, if at all, based on achievement of certain relative total stockholder return targets over the three year performance period ending December 31, 2019 subject to continuation of a business relationship with the grantee through the conclusion of the performance period. The number above represents the target number of shares that may be delivered pursuant to the award ("Target Award"); however, the amount that vests could range from zero to 150% of the Target Award. F3 · price: Not applicable. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 19:04 UTC | AMAG PHARMACEUTICALS, INC. AMAG · Entity 145305 | GrantCommon Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003324 · edgar.xml · nonDerivative · entry 1 HEIDEN WILLIAM K · CIK 0001214939 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,646 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock of AMAG Pharmaceuticals, Inc. (the "Issuer"). F2 · shares: These shares of Common Stock are issuable pursuant to a grant of RSUs pursuant to the Issuer's Third Amended and Restated 2007 Equity Incentive Plan (as amended the "Plan") and will vest in three equal annual installments with the first installment vesting on February 23, 2018. F3 · price: Not applicable. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:36 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 5,500 | $0.00 Strike: $15.08 | $0.00 |
DisclosureSEC source: 0001209191-17-002265 · doc4.xml · derivative · entry 2 HEIDEN WILLIAM K · CIK 0001214939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 5,500 shares Expires 2024-01-03 F2 · derivative.exercise_date: The option shall vest on June 8, 2017, the date of the Company's annual stockholder meeting, subject to the Reporting Person's continuous service. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:36 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002265 · doc4.xml · nonDerivative · entry 1 HEIDEN WILLIAM K · CIK 0001214939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: These restricted stock units shall vest on June 8, 2017, the date of the Company's annual stockholder meeting, subject to the Reporting Person's continuous service. 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.