Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bolt Biotherapeutics, Inc.BOLT · Entity 8082 | Director | June 10, 2026 | June 11, 2026 |
| TRex Bio, Inc.TRXB · Entity 184308 | Chief Operating Officer | October 08, 2026 | October 09, 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.
Bolt Biotherapeutics, Inc.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.43 · Expires 2036-06-09 | Direct | 5,000 |
Reported balance
After 2026-06-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 5,000 · Balance 5,000 F1: The shares subject to the option will vest on the earlier of June 9, 2027 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option will vest on the earlier of June 9, 2027 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer.
TRex Bio, Inc.
Report date October 08, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 168,574 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 168,574 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.09 · Expires 2033-02-25 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: The option had a vesting start date of February 24, 2023. 25% of the option vested on February 24, 2024, the first anniversary of the vesting date, and vests as to the remaining shares in equal monthly installments over 36 months, subject to continued service through the applicable vesting dates. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.09 · Expires 2034-02-26 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: The option had a vesting start date of February 27, 2024. 25% of the option vested on February 27, 2025, the first anniversary of the vesting date, and vests as to the remaining shares in equal monthly installments over 36 months, subject to continued service through the applicable vesting dates. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.24 · Expires 2035-04-10 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: This option had a vesting start date of April 1, 2025 and vests in equal monthly installments over 48 months, subject to continued service through the applicable vesting dates. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.28 · Expires 2026-02-18 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-08 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F4: This option had a vesting start date of February 19, 2026, and vests in equal monthly installments over 48 months, subject to continued service through the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: The option had a vesting start date of February 24, 2023. 25% of the option vested on February 24, 2024, the first anniversary of the vesting date, and vests as to the remaining shares in equal monthly installments over 36 months, subject to continued service through the applicable vesting dates.
F2: The option had a vesting start date of February 27, 2024. 25% of the option vested on February 27, 2025, the first anniversary of the vesting date, and vests as to the remaining shares in equal monthly installments over 36 months, subject to continued service through the applicable vesting dates.
F3: This option had a vesting start date of April 1, 2025 and vests in equal monthly installments over 48 months, subject to continued service through the applicable vesting dates.
F4: This option had a vesting start date of February 19, 2026, and vests in equal monthly installments over 48 months, subject to continued service through the applicable vesting dates.
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 10, 2026 Filed Jun 11, 2026 20:15 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $4.43 | $0.00 |
DisclosureSEC source: 0001193125-26-267560 · ownership.xml · derivative · entry 1 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2036-06-09 F1 · derivative.exercise_date: The shares subject to the option will vest on the earlier of June 9, 2027 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 1,100 | Not disclosed Strike: $6.40 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 10 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,100 shares Expires 2035-05-26 F7 · price: The reporting person agreed to cancellation of an option granted on May 27, 2025, in exchange for a new option having a lower exercise price. F6 · derivative.exercise_date: The shares subject to the option will vest on the earlier of May 27, 2026 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,100 | Not disclosed Strike: $5.44 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 9 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 shares Expires 2035-05-26 F7 · price: The reporting person agreed to cancellation of an option granted on May 27, 2025, in exchange for a new option having a lower exercise price. F6 · derivative.exercise_date: The shares subject to the option will vest on the earlier of May 27, 2026 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 1,100 | Not disclosed Strike: $15.36 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 8 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,100 shares Expires 2034-06-11 F5 · price: The reporting person agreed to cancellation of an option granted on June 12, 2024, in exchange for a new option having a lower exercise price. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,100 | Not disclosed Strike: $5.44 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 7 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 shares Expires 2034-06-11 F5 · price: The reporting person agreed to cancellation of an option granted on June 12, 2024, in exchange for a new option having a lower exercise price. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 1,250 | Not disclosed Strike: $32.60 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 6 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2033-06-11 F4 · price: The reporting person agreed to cancellation of an option granted on June 12, 2023, in exchange for a new option having a lower exercise price. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,250 | Not disclosed Strike: $5.44 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 5 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,250 shares Expires 2033-06-11 F4 · price: The reporting person agreed to cancellation of an option granted on June 12, 2023, in exchange for a new option having a lower exercise price. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 613 | Not disclosed Strike: $27.20 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 4 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 613 shares Expires 2032-12-13 F2 · price: The reporting person agreed to cancellation of an option granted on December 14, 2022, in exchange for a new option having a lower exercise price. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantDirector Stock Option (Right to Buy) · Derivative | 613 | Not disclosed Strike: $5.44 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 3 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 613 Underlying: Common Stock · 613 shares Expires 2032-12-13 F2 · price: The reporting person agreed to cancellation of an option granted on December 14, 2022, in exchange for a new option having a lower exercise price. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 2,500 | Not disclosed Strike: $27.20 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 2 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2032-12-13 F2 · price: The reporting person agreed to cancellation of an option granted on December 14, 2022, in exchange for a new option having a lower exercise price. F1 · derivative.exercise_date: The shares subject to this option shall vest in equal monthly installments, at a rate of 1/36th of the total number of shares on each monthly anniversary of December 14, 2022 (the "Vesting Commencement Date") for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the Vesting Commencement Date; provided, however that the option will vest in full upon a change in control of the Issuer. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 22:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,500 | Not disclosed Strike: $5.44 | Not disclosed |
DisclosureSEC source: 0001193125-25-321153 · ownership.xml · derivative · entry 1 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2032-12-13 F2 · price: The reporting person agreed to cancellation of an option granted on December 14, 2022, in exchange for a new option having a lower exercise price. F1 · derivative.exercise_date: The shares subject to this option shall vest in equal monthly installments, at a rate of 1/36th of the total number of shares on each monthly anniversary of December 14, 2022 (the "Vesting Commencement Date") for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the Vesting Commencement Date; provided, however that the option will vest in full upon a change in control of the Issuer. Read SEC document |
| May 27, 2025 Filed Jul 2, 2025 20:05 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 1,100 | $0.00 Strike: $6.40 | $0.00 |
DisclosureSEC source: 0000950170-25-092940 · ownership.xml · derivative · entry 1 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 shares Expires 2035-05-26 F1 · derivative.exercise_price: On June 6, 2025, the Company effected a 1-for-20 reverse stock split of its common stock. All share and exercise price amounts reported herein reflect the reverse stock split. Prior to the reverse stock split, the reporting person was granted options to purchase 22,000 shares at an exercise price of $0.3200 per share. F1 · shares: On June 6, 2025, the Company effected a 1-for-20 reverse stock split of its common stock. All share and exercise price amounts reported herein reflect the reverse stock split. Prior to the reverse stock split, the reporting person was granted options to purchase 22,000 shares at an exercise price of $0.3200 per share. F2 · derivative.exercise_date: The shares subject to the option will vest on the earlier of May 27, 2026 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer. F1 · derivative.underlying_shares: On June 6, 2025, the Company effected a 1-for-20 reverse stock split of its common stock. All share and exercise price amounts reported herein reflect the reverse stock split. Prior to the reverse stock split, the reporting person was granted options to purchase 22,000 shares at an exercise price of $0.3200 per share. F1 · balance_after: On June 6, 2025, the Company effected a 1-for-20 reverse stock split of its common stock. All share and exercise price amounts reported herein reflect the reverse stock split. Prior to the reverse stock split, the reporting person was granted options to purchase 22,000 shares at an exercise price of $0.3200 per share. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 22:45 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 22,000 | $0.00 Strike: $0.77 | $0.00 |
DisclosureSEC source: 0000950170-24-073879 · ownership.xml · derivative · entry 1 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Stock · 22,000 shares Expires 2034-06-11 F1 · derivative.exercise_date: The shares subject to the option will vest on the earlier of June 12, 2025 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 21:11 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $1.63 | $0.00 |
DisclosureSEC source: 0001209191-23-037097 · doc4.xml · derivative · entry 1 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2033-06-11 F1 · derivative.exercise_date: The shares subject to the option will vest on the earlier of June 12, 2024 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 18:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 12,261 | $0.00 Strike: $1.36 | $0.00 |
DisclosureSEC source: 0001209191-22-061584 · doc4.xml · derivative · entry 2 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,261 Underlying: Common Stock · 12,261 shares Expires 2032-12-13 F2 · derivative.exercise_date: The shares subject to this option shall vest on the one-year anniversary of June 10, 2022 (the "Vesting Commencement Date") for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the one-year anniversary of the Vesting Commencement Date; provided, however that the option will vest in full upon a change in control of the Issuer. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 18:14 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $1.36 | $0.00 |
DisclosureSEC source: 0001209191-22-061584 · doc4.xml · derivative · entry 1 Berner Laura · CIK 0001958382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2032-12-13 F1 · derivative.exercise_date: The shares subject to this option shall vest in equal monthly installments, at a rate of 1/36th of the total number of shares on each monthly anniversary of December 14, 2022 (the "Vesting Commencement Date") for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the Vesting Commencement Date; provided, however that the option will vest in full upon a change in control of the Issuer. 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.