Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intellia Therapeutics, Inc.NTLA · Entity 4585 | Director | June 09, 2026 | June 10, 2026 |
| Tessera Defense & Homeland Security Inc.PHGE · Entity 8384 | Director | April 14, 2025 | April 21, 2025 |
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.
Intellia Therapeutics, Inc.
Report date June 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,559 |
Reported balance
After 2026-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 9,200 · Balance 33,559 F1: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.89 · Expires 2036-06-08 | Direct | 13,300 |
Reported balance
After 2026-06-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-09 · Grant · Acquired 13,300 · Balance 13,300 F2: This option was granted on June 9, 2026 with respect to 13,300 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit.
F2: This option was granted on June 9, 2026 with respect to 13,300 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant.
Tessera Defense & Homeland Security Inc.
Report date April 14, 2025 · Filed April 21, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Options - right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $0.54 · Expires 2035-04-14 | Direct | 17,600 |
Reported balance
After 2025-04-14 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-04-14 · Grant · Acquired 17,600 · Balance 17,600 F1: The options vest and become exercisable over four years, with 25% of the shares of common stock subject to the option vesting on April 14, 2026, and the reminder vesting in 12 equal quarterly installments over three years. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest and become exercisable over four years, with 25% of the shares of common stock subject to the option vesting on April 14, 2026, and the reminder vesting in 12 equal quarterly installments over three years.
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 09, 2026 Filed Jun 10, 2026 23:06 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 13,300 | $0.00 Strike: $12.89 | $0.00 |
DisclosureSEC source: 0001756929-26-000002 · ownership.xml · derivative · entry 2 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,300 Underlying: Common Stock · 13,300 shares Expires 2036-06-08 F2 · derivative.exercise_date: This option was granted on June 9, 2026 with respect to 13,300 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| June 09, 2026 Filed Jun 10, 2026 23:06 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 9,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001756929-26-000002 · ownership.xml · nonDerivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,559 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 21:50 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 1,547 | $9.23 | $14,278.81 |
DisclosureSEC source: 0000950170-25-093302 · ownership.xml · nonDerivative · entry 2 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,359 F1 · kind: The reported sale of 3,094 shares on this Form 4 occurred automatically pursuant to a 10b5-1 trading plan adopted by the reporting person on March 31, 2025. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 21:50 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 1,547 | $9.56 | $14,789.32 |
DisclosureSEC source: 0000950170-25-093302 · ownership.xml · nonDerivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,906 F1 · kind: The reported sale of 3,094 shares on this Form 4 occurred automatically pursuant to a 10b5-1 trading plan adopted by the reporting person on March 31, 2025. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:33 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 11,450 | $0.00 Strike: $8.37 | $0.00 |
DisclosureSEC source: 0000950170-25-086277 · ownership.xml · derivative · entry 2 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,450 Underlying: Common Stock · 11,450 shares Expires 2035-06-10 F2 · derivative.exercise_date: This option was granted on June 11, 2025 with respect to 11,450 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:33 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086277 · ownership.xml · nonDerivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,453 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| April 14, 2025 Filed Apr 18, 2025 20:01 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - right to Buy · Derivative | 17,600 | $0.00 Strike: $0.54 | $0.00 |
DisclosureSEC source: 0001213900-25-033356 · ownership.xml · derivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,600 Underlying: Common Stock · 17,600 shares Expires 2035-04-14 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares of common stock subject to the option vesting on April 14, 2026, and the reminder vesting in 12 equal quarterly installments over three years. Read SEC document |
| April 14, 2025 Filed Apr 21, 2025 12:07 UTC Amendment | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - right to Buy · Derivative | 17,600 | $0.00 Strike: $0.54 | $0.00 |
DisclosureSEC source: 0001213900-25-033483 · ownership.xml · derivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,600 Underlying: Common Stock · 17,600 shares Expires 2035-04-14 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares of common stock subject to the option vesting on April 14, 2026, and the reminder vesting in 12 equal quarterly installments over three years. Read SEC document |
| July 11, 2024 Filed Jul 15, 2024 22:43 UTC | Tessera Defense & Homeland Security Inc. PHGE · Entity 8384 | GrantCommon Stock Options - Right to Buy · Derivative | 264,000 | $0.00 Strike: $0.36 | $0.00 |
DisclosureSEC source: 0001213900-24-061456 · ownership.xml · derivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,000 Underlying: Common Stock · 264,000 shares Expires 2034-07-11 F1 · derivative.exercise_date: The options vest and become exercisable over four years, with 25% of the shares subject to the option vesting on July 11, 2025, and the remainder vesting in 12 equal quarterly installments over three years. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:20 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 11,515 | $0.00 Strike: $25.85 | $0.00 |
DisclosureSEC source: 0000950170-24-073700 · ownership.xml · derivative · entry 2 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,515 Underlying: Common Stock · 11,515 shares Expires 2034-06-11 F2 · derivative.exercise_date: This option was granted on June 12, 2024 with respect to 11,515 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:20 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 7,737 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073700 · ownership.xml · nonDerivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,453 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:28 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 6,473 | $0.00 Strike: $45.20 | $0.00 |
DisclosureSEC source: 0001209191-23-037889 · doc4.xml · derivative · entry 2 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,473 Underlying: Common Stock · 6,473 shares Expires 2033-06-13 F2 · derivative.exercise_date: This option was granted on June 14, 2023 with respect to 6,473 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:28 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 4,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037889 · doc4.xml · nonDerivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,716 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:36 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 7,688 | $0.00 Strike: $38.49 | $0.00 |
DisclosureSEC source: 0001209191-22-037600 · doc4.xml · derivative · entry 2 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,688 Underlying: Common Stock · 7,688 shares Expires 2032-06-13 F2 · derivative.exercise_date: This option was granted on June 14, 2022 with respect to 7,688 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 22:36 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 5,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037600 · doc4.xml · nonDerivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,291 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 22:08 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 3,382 | $0.00 Strike: $83.59 | $0.00 |
DisclosureSEC source: 0001209191-21-043377 · doc4.xml · derivative · entry 2 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,382 Underlying: Common Stock · 3,382 shares Expires 2031-06-22 F2 · derivative.exercise_date: This option was granted on June 23, 2021 with respect to 3,382 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 22:08 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 2,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043377 · doc4.xml · nonDerivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,094 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 20:45 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 19,000 | $0.00 Strike: $20.72 | $0.00 |
DisclosureSEC source: 0001209191-20-037967 · doc4.xml · derivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Common Stock · 19,000 shares Expires 2030-06-17 F1 · derivative.exercise_date: This option was granted on June 18, 2020 with respect to 19,000 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| May 21, 2019 Filed May 22, 2019 20:34 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock option (right to buy) · Derivative | 19,000 | $0.00 Strike: $15.78 | $0.00 |
DisclosureSEC source: 0001209191-19-032081 · doc4.xml · derivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Common Stock · 19,000 shares Expires 2029-05-20 F1 · derivative.exercise_date: This option was granted on May 21, 2019 with respect to 19,000 shares of Common Stock and vests in full on the earlier to occur of (a) the first anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the date of grant. Read SEC document |
| October 29, 2018 Filed Oct 31, 2018 21:58 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (Right to Buy) · Derivative | 38,000 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0000899243-18-027816 · doc4.xml · derivative · entry 1 GOODMAN JESSE · CIK 0001756929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 Underlying: Common Stock · 38,000 shares Expires 2018-10-28 F1 · derivative.exercise_date: This option was granted on October 29, 2018 with respect to 38,000 shares of Common Stock, with 33% vesting on October 29, 2019 and the remaining 67% vesting in eight substantially equal quarterly 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.