Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aurinia Pharmaceuticals Inc.AUPH · Entity 4463 | Director | June 04, 2026 | June 08, 2026 |
| abrdn Healthcare InvestorsHQH · Entity 8816 | Director | April 09, 2024 | April 12, 2024 |
| abrdn Healthcare Opportunities FundTHQ · Entity 5102 | Director | April 09, 2024 | April 12, 2024 |
| abrdn Life Sciences InvestorsHQL · Entity 8835 | Director | April 09, 2024 | April 12, 2024 |
| abrdn World Healthcare FundTHW · Entity 5390 | Director | April 09, 2024 | April 12, 2024 |
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.
Aurinia Pharmaceuticals Inc.
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.67 · Expires 2036-06-04 | Direct | 23,931 |
Reported balance
After 2026-06-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 23,931 · Balance 23,931 F1: The options shall vest one year from date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The options shall vest one year from date of grant.
abrdn Healthcare Investors
Report date April 09, 2024 · Filed April 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,079.529 |
Reported balance
After 2024-04-09 transaction · row 1
1 source rowRow 1 · 2024-04-09 · Purchase · Acquired 525 · Balance 1,079.529 |
abrdn Healthcare Opportunities Fund
Report date April 09, 2024 · Filed April 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,148.188 |
Reported balance
After 2024-04-09 transaction · row 1
1 source rowRow 1 · 2024-04-09 · Purchase · Acquired 600 · Balance 1,148.188 |
abrdn Life Sciences Investors
Report date April 09, 2024 · Filed April 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,085.308 |
Reported balance
After 2024-04-09 transaction · row 1
1 source rowRow 1 · 2024-04-09 · Purchase · Acquired 400 · Balance 1,085.308 |
abrdn World Healthcare Fund
Report date April 09, 2024 · Filed April 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,017.377 |
Reported balance
After 2024-04-09 transaction · row 1
1 source rowRow 1 · 2024-04-09 · Purchase · Acquired 200 · Balance 1,017.377 |
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 04, 2026 Filed Jun 8, 2026 20:12 UTC | Aurinia Pharmaceuticals Inc. AUPH · Entity 4463 | GrantDirector Stock Option (right to buy) · Derivative | 23,931 | $0.00 Strike: $15.67 | $0.00 |
DisclosureSEC source: 0001896369-26-000002 · wk-form4_1780949524.xml · derivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,931 Underlying: Common Shares · 23,931 shares Expires 2036-06-04 F1 · derivative.exercise_date: The options shall vest one year from date of grant. Read SEC document |
| May 16, 2025 Filed May 16, 2025 21:04 UTC | Aurinia Pharmaceuticals Inc. AUPH · Entity 4463 | GrantDirector Stock Option (right to buy) · Derivative | 63,724 | $0.00 Strike: $8.15 | $0.00 |
DisclosureSEC source: 0001600620-25-000076 · wk-form4_1747429477.xml · derivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,724 Underlying: Common Shares · 63,724 shares Expires 2035-05-16 F1 · derivative.exercise_date: The options shall vest one year from date of grant. Read SEC document |
| April 09, 2024 Filed Apr 12, 2024 13:19 UTC | abrdn Healthcare Investors HQH · Entity 8816 | PurchaseCommon Stock | 525 | $16.42 | $8,622.39 |
DisclosureSEC source: 0001104659-24-046547 · tm2411545-1_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,079.529 Read SEC document |
| April 09, 2024 Filed Apr 12, 2024 13:20 UTC | abrdn Life Sciences Investors HQL · Entity 8835 | PurchaseCommon Stock | 400 | $13.32 | $5,327.32 |
DisclosureSEC source: 0001104659-24-046549 · tm2411545-2_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,085.308 Read SEC document |
| April 09, 2024 Filed Apr 12, 2024 13:21 UTC | abrdn World Healthcare Fund THW · Entity 5390 | PurchaseCommon Stock | 200 | $12.53 | $2,506.00 |
DisclosureSEC source: 0001104659-24-046551 · tm2411545-4_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,017.377 Read SEC document |
| April 09, 2024 Filed Apr 12, 2024 13:21 UTC | abrdn Healthcare Opportunities Fund THQ · Entity 5102 | PurchaseCommon Stock | 600 | $19.54 | $11,722.86 |
DisclosureSEC source: 0001104659-24-046550 · tm2411545-3_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,148.188 Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 19:18 UTC | abrdn Healthcare Investors HQH · Entity 8816 | PurchaseShares of Beneficial Interest | 73.529 | $20.42 | $1,501.15 |
DisclosureSEC source: 0001104659-22-037466 · tm2210376-2_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554.529 Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 19:16 UTC | abrdn Life Sciences Investors HQL · Entity 8835 | PurchaseShares of Beneficial Interest | 92.308 | $16.27 | $1,501.85 |
DisclosureSEC source: 0001104659-22-037465 · tm2210376-1_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685.308 Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 19:20 UTC | abrdn World Healthcare Fund THW · Entity 5390 | PurchaseShares of Beneficial Interest | 103.377 | $14.52 | $1,501.03 |
DisclosureSEC source: 0001104659-22-037468 · tm2210376-4_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817.377 Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 19:19 UTC | abrdn Healthcare Opportunities Fund THQ · Entity 5102 | PurchaseShares of Beneficial Interest | 69.188 | $21.69 | $1,500.34 |
DisclosureSEC source: 0001104659-22-037467 · tm2210376-3_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548.188 Read SEC document |
| January 26, 2022 Filed Jan 27, 2022 18:36 UTC | abrdn Healthcare Investors HQH · Entity 8816 | PurchaseShares of Beneficial Interest | 481 | $21.52 | $10,348.72 |
DisclosureSEC source: 0001104659-22-008200 · tm224586-2_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481 Read SEC document |
| January 26, 2022 Filed Jan 27, 2022 18:33 UTC | abrdn Life Sciences Investors HQL · Entity 8835 | PurchaseShares of Beneficial Interest | 593 | $17.54 | $10,403.65 |
DisclosureSEC source: 0001104659-22-008199 · tm224586-1_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593 Read SEC document |
| January 26, 2022 Filed Jan 27, 2022 18:38 UTC | abrdn World Healthcare Fund THW · Entity 5390 | PurchaseShares of Beneficial Interest | 714 | $14.60 | $10,425.61 |
DisclosureSEC source: 0001104659-22-008203 · tm224586-4_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714 Read SEC document |
| January 26, 2022 Filed Jan 27, 2022 18:37 UTC | abrdn Healthcare Opportunities Fund THQ · Entity 5102 | PurchaseShares of Beneficial Interest | 479 | $21.73 | $10,408.67 |
DisclosureSEC source: 0001104659-22-008201 · tm224586-3_4seq1.xml · nonDerivative · entry 1 Goetz Kathleen · CIK 0001896369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479 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.