Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGIOS PHARMACEUTICALS, INC.AGIO · Entity 4499 | Director | June 20, 2024 | June 24, 2024 |
| Denali Therapeutics Inc.DNLI · Entity 1735 | Director | June 03, 2026 | June 05, 2026 |
| Prime Medicine, Inc.PRME · Entity 5281 | Director | June 05, 2026 | June 08, 2026 |
| REGENERON PHARMACEUTICALS, INC.REGN · Entity 2010 | Director | January 02, 2026 | January 06, 2026 |
| bluebird bio, Inc.BLUE · Entity 78923 | Director | June 18, 2020 | June 22, 2020 |
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.
AGIOS PHARMACEUTICALS, INC.
Report date June 20, 2024 · Filed June 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 2,120 |
Reported balance
After 2024-06-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-06-20 · Grant · Acquired 2,120 · Balance 2,120 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2: The restricted stock units were granted on June 20, 2024. The shares underlying the stock units will vest in full on June 20, 2025. Vested shares will be delivered to the reporting person within three business days after such shares become vested. |
| Stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.45 · Expires 2034-06-20 | Direct | 11,774 |
Reported balance
After 2024-06-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-20 · Grant · Acquired 11,774 · Balance 11,774 F3: This option was granted on June 20, 2024. The shares underlying this option vest as to 100% of the underlying shares on June 20, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.
F2: The restricted stock units were granted on June 20, 2024. The shares underlying the stock units will vest in full on June 20, 2025. Vested shares will be delivered to the reporting person within three business days after such shares become vested.
F3: This option was granted on June 20, 2024. The shares underlying this option vest as to 100% of the underlying shares on June 20, 2025.
Denali Therapeutics Inc.
Report date June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,665 |
Reported balance
After 2026-06-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 6,408 · Balance 21,665 F1: Each share is represented by a Restricted Stock Unit ("RSU") and a contingent right to receive one share of common stock of the Issuer. 100% of the RSUs shall vest upon the earlier of (i) the one year anniversary of the grant date or (ii) the day preceding the Issuer's next annual meeting of stockholders occurring after the grant date. F2: Includes 6,408 unvested RSUs. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.66 · Expires 2036-06-03 | Direct | 19,226 |
Reported balance
After 2026-06-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-03 · Grant · Acquired 19,226 · Balance 19,226 F5: 100% of the shares subject to the option shall vest upon the earlier of (i) the one year anniversary of the grant date or (ii) the day preceding the Issuer's next annual meeting of stockholders occurring after the grant date. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 26,232 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26,232 F3: The shares are held of record by the David P. Schenkein 2004 Revocable Trust, for which the Reporting Person serves as a trustee. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 31,232 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 31,232 F4: The shares are held of record by the Amy P. Schenkein 2004 Revocable Trust, for which the Reporting Person's spouse serves as a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a Restricted Stock Unit ("RSU") and a contingent right to receive one share of common stock of the Issuer. 100% of the RSUs shall vest upon the earlier of (i) the one year anniversary of the grant date or (ii) the day preceding the Issuer's next annual meeting of stockholders occurring after the grant date.
F2: Includes 6,408 unvested RSUs.
F3: The shares are held of record by the David P. Schenkein 2004 Revocable Trust, for which the Reporting Person serves as a trustee.
F4: The shares are held of record by the Amy P. Schenkein 2004 Revocable Trust, for which the Reporting Person's spouse serves as a trustee.
F5: 100% of the shares subject to the option shall vest upon the earlier of (i) the one year anniversary of the grant date or (ii) the day preceding the Issuer's next annual meeting of stockholders occurring after the grant date.
Prime Medicine, Inc.
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.06 · Expires 2036-06-05 | Direct | 75,000 |
Reported balance
After 2026-06-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 75,000 · Balance 75,000 F1: The shares subject to this option shall vest in full upon the earlier of (i) June 5, 2027 or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service to the Issuer through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to this option shall vest in full upon the earlier of (i) June 5, 2027 or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service to the Issuer through such vesting date.
REGENERON PHARMACEUTICALS, INC.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 603 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 155 · Balance 603 F1: Reflects an acquisition of time-based vesting restricted stock units each representing a contingent right to receive one share of the Issuer's common stock. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $772.76 · Expires 2036-01-02 | Direct | 1,962 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 1,962 · Balance 1,962 F2: On the date of the Issuer's first annual meeting of shareholders following the date of grant, a portion of these stock options equal to the portion of one year that has passed from the date of grant shall then become exercisable, and the remainder shall become exercisable on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an acquisition of time-based vesting restricted stock units each representing a contingent right to receive one share of the Issuer's common stock.
F2: On the date of the Issuer's first annual meeting of shareholders following the date of grant, a portion of these stock options equal to the portion of one year that has passed from the date of grant shall then become exercisable, and the remainder shall become exercisable on the first anniversary of the date of grant.
bluebird bio, Inc.
Report date June 18, 2020 · Filed June 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,832 |
Last balance in matching sequence
After 2020-06-18 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-06-18 · Grant · Acquired 156 · Balance 5,332 F1: These restricted stock units for common stock vest 100% on the earlier of June 18, 2021 or the date of the next annual meeting of stockholders. Row 2 · 2020-06-18 · Grant · Acquired 1,500 · Balance 6,832 F1: These restricted stock units for common stock vest 100% on the earlier of June 18, 2021 or the date of the next annual meeting of stockholders. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $64.09 · Expires 2030-06-18 | Direct | 3,000 |
Reported balance
After 2020-06-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-06-18 · Grant · Acquired 3,000 · Balance 3,000 F2: This option vests 100% on the earlier of June 18, 2021 or the date of the next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units for common stock vest 100% on the earlier of June 18, 2021 or the date of the next annual meeting of stockholders.
F2: This option vests 100% on the earlier of June 18, 2021 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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionStock option (right to buy) · Derivative | 3,000 | $0.00 Strike: $0.30 | $0.00 |
DisclosureSEC source: 0001209191-17-025572 · doc4.xml · derivative · entry 5 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,656 Underlying: Common stock · 3,000 shares Expires 2019-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · derivative.exercise_date: This option was granted on August 13, 2009. The shares underlying this option vest as to 25% of the shares on August 1, 2010, with the remaining 75% vesting in 36 equal monthly installments thereafter. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | SaleCommon stock | 3,000 | $58.62 | $175,860.00 |
DisclosureSEC source: 0001209191-17-025572 · doc4.xml · nonDerivative · entry 2 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $58.01 to $58.97. The reporting person undertakes, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionCommon stock | 3,000 | $0.30 | $907.50 |
DisclosureSEC source: 0001209191-17-025572 · doc4.xml · nonDerivative · entry 1 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:36 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionStock option (right to buy) · Derivative | 3,000 | $0.00 Strike: $0.30 | $0.00 |
DisclosureSEC source: 0001209191-17-017611 · doc4.xml · derivative · entry 5 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,656 Underlying: Common stock · 3,000 shares Expires 2019-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · derivative.exercise_date: This option was granted on August 13, 2009. The shares underlying this option vest as to 25% of the shares on August 1, 2010, with the remaining 75% vesting in 36 equal monthly installments thereafter. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:36 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | SaleCommon stock | 3,000 | $50.47 | $151,410.00 |
DisclosureSEC source: 0001209191-17-017611 · doc4.xml · nonDerivative · entry 2 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $50.06 to $50.70. The reporting person undertakes, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:36 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionCommon stock | 3,000 | $0.30 | $907.50 |
DisclosureSEC source: 0001209191-17-017611 · doc4.xml · nonDerivative · entry 1 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:21 UTC | bluebird bio, Inc. BLUE · Entity 78923 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $8.16 | $0.00 |
DisclosureSEC source: 0001209191-17-017513 · doc4.xml · derivative · entry 3 Schenkein David P · CIK 0001578200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,361 Underlying: Common Stock · 5,000 shares Expires 2023-04-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This options vests annually over a three period beginning April 29, 2013. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:21 UTC | bluebird bio, Inc. BLUE · Entity 78923 | SaleCommon Stock | 5,000 | $89.53 | $447,632.50 |
DisclosureSEC source: 0001209191-17-017513 · doc4.xml · nonDerivative · entry 2 Schenkein David P · CIK 0001578200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,176 F1 · price: The range in prices for the transaction reported on this line was $89.15 to $89.75. The average weighted price was $89.5265. The reporting person will provide, upon request by the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:21 UTC | bluebird bio, Inc. BLUE · Entity 78923 | Exercise / conversionCommon Stock | 5,000 | $8.16 | $40,779.00 |
DisclosureSEC source: 0001209191-17-017513 · doc4.xml · nonDerivative · entry 1 Schenkein David P · CIK 0001578200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,176 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:08 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | GrantStock option (right to buy) · Derivative | 142,900 | $0.00 Strike: $50.40 | $0.00 |
DisclosureSEC source: 0001209191-17-013751 · doc4.xml · derivative · entry 1 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,900 Underlying: Common stock · 142,900 shares Expires 2027-02-20 F1 · derivative.exercise_date: This option was granted on February 21, 2017. The shares underlying this option vest as to 25% of the underlying shares on February 21, 2018, with the remaining 75% vesting in 36 equal monthly installments thereafter. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 21:36 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionStock option (right to buy) · Derivative | 6,000 | $0.00 Strike: $0.30 | $0.00 |
DisclosureSEC source: 0001209191-17-012144 · doc4.xml · derivative · entry 5 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,656 Underlying: Common stock · 6,000 shares Expires 2019-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · derivative.exercise_date: This option was granted on August 13, 2009. The shares underlying this option vest as to 25% of the shares on August 1, 2010, with the remaining 75% vesting in 36 equal monthly installments thereafter. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 21:36 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | SaleCommon stock | 6,000 | $50.01 | $300,060.00 |
DisclosureSEC source: 0001209191-17-012144 · doc4.xml · nonDerivative · entry 2 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $50.00 to $50.05. The reporting person undertakes, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 21:36 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionCommon stock | 6,000 | $0.30 | $1,815.00 |
DisclosureSEC source: 0001209191-17-012144 · doc4.xml · nonDerivative · entry 1 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 22:02 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | GrantStock option (right to buy) · Derivative | 68,182 | $0.00 Strike: $9.05 | $0.00 |
DisclosureSEC source: 0001209191-17-005946 · doc4.xml · derivative · entry 1 Schenkein David P · CIK 0001578200 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,363 Underlying: Common stock · 68,182 shares Expires 2023-04-29 F1 · derivative.exercise_date: This option was originally granted on April 30, 2013 for the purchase of 136,363 shares of common stock. The option vests as to 50% of the underlying shares upon the achievement of a performance milestone, and as to the remaining 50% of upon the achievement of a second performance milestone. The Company's board of directors determined that the first performance milestone was achieved on December 3, 2015, resulting in the vesting of this option as to 68,181 shares. On January 26, 2017, the Company's board of directors determined that the second performance milestone was achieved, resulting in the vesting of this option as to the remaining 68,182 shares. Read SEC document |
| June 02, 2016 Filed Jan 23, 2017 16:03 UTC Amendment | bluebird bio, Inc. BLUE · Entity 78923 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005069 · doc4a.xml · nonDerivative · entry 1 Schenkein David P · CIK 0001578200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,176 F1 · security: These restricted stock units for common stock vest 100% on the earlier of June 2, 2017, or the date of the next annual meeting of stockholders. F2 · balance_after: Includes 1,176 shares previously acquired and included on the Form 4 filed on December 22, 2014 by the reporting person. 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.