Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climb Bio, Inc.CLYM · Entity 5064 | Director | September 15, 2026 | September 17, 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.
Climb Bio, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 467,969 |
Reported balance
After 2026-09-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-15 · Sale · Disposed 100,000 · Balance 467,969 F1: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026. F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.3800 to $14.3400, inclusive. The reporting person undertakes to provide the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F3: Includes 413,312 shares of the issuer's common stock, par value $0.0001 per share, distributed by Sera Medicines, LLC to certain of its limited partners, including the reporting person, for no consideration in a pro-rata in-kind distribution. |
Filing footnotes · ownership attribution and instrument terms
F1: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.3800 to $14.3400, inclusive. The reporting person undertakes to provide the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.
F3: Includes 413,312 shares of the issuer's common stock, par value $0.0001 per share, distributed by Sera Medicines, LLC to certain of its limited partners, including the reporting person, for no consideration in a pro-rata in-kind distribution.
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 17, 2026 20:15 UTC | Climb Bio, Inc. CLYM · Entity 5064 | SaleCommon Stock | 100,000 | $13.67 | $1,366,820.00 |
DisclosureSEC source: 0001193125-26-394357 · ownership.xml · nonDerivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 467,969 F1 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.3800 to $14.3400, inclusive. The reporting person undertakes to provide the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F3 · balance_after: Includes 413,312 shares of the issuer's common stock, par value $0.0001 per share, distributed by Sera Medicines, LLC to certain of its limited partners, including the reporting person, for no consideration in a pro-rata in-kind distribution. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 22:28 UTC | Climb Bio, Inc. CLYM · Entity 5064 | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $10.55 | $0.00 |
DisclosureSEC source: 0001193125-26-262273 · ownership.xml · derivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2036-06-04 F1 · derivative.exercise_date: The shares subject to the option will vest on the earlier of June 5, 2027 or the date immediately prior to the date of the next annual meeting of stockholders, subject to the reporting person's continued service through such date. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:05 UTC | Climb Bio, Inc. CLYM · Entity 5064 | SaleCommon Stock | 16,313 | $7.01 | $114,288.88 |
DisclosureSEC source: 0001193125-26-082533 · ownership.xml · nonDerivative · entry 2 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,657 F1 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.0000 to $7.0400, inclusive. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:05 UTC | Climb Bio, Inc. CLYM · Entity 5064 | SaleCommon Stock | 33,687 | $7.00 | $235,963.96 |
DisclosureSEC source: 0001193125-26-082533 · ownership.xml · nonDerivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 170,970 F1 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.0000 to $7.0600, inclusive. The reporting person undertakes to provide the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:05 UTC | Climb Bio, Inc. CLYM · Entity 5064 | SaleCommon Stock | 10,000 | $5.81 | $58,141.00 |
DisclosureSEC source: 0001193125-26-054568 · ownership.xml · nonDerivative · entry 2 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 204,657 F1 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.6200 to $6.1200, inclusive. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:05 UTC | Climb Bio, Inc. CLYM · Entity 5064 | SaleCommon Stock | 90,000 | $5.23 | $470,988.00 |
DisclosureSEC source: 0001193125-26-054568 · ownership.xml · nonDerivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 214,657 F1 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.2212 to $5.2481, inclusive. The reporting person undertakes to provide the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:15 UTC | Climb Bio, Inc. CLYM · Entity 5064 | GrantCommon Stock | 100,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-106563 · ownership.xml · nonDerivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304,657 F1 · shares: On June 27, 2024, the reporting person was granted restricted stock units ("RSUs") to acquire a total of 100,375 shares of common stock that vested based on the achievement of certain performance-based milestones and subject to continuous service. On August 7, 2025, the milestones were deemed to be achieved, resulting in the vesting of the RSUs as to all 100,375 shares. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 20:32 UTC | Climb Bio, Inc. CLYM · Entity 5064 | Exercise / conversionRestricted Stock Units · Derivative | 25,094 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-092273 · ownership.xml · derivative · entry 2 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,094 shares Expires not disclosed 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_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs were granted on June 27, 2024 and vested as to 50% of the shares on January 1, 2025, vested as to 25% of the shares on March 27, 2025 and vested as to the remaining 25% of the shares on June 27, 2025, subject to the Reporting Person's continued service. F3 · derivative.expiration_date: The RSUs were granted on June 27, 2024 and vested as to 50% of the shares on January 1, 2025, vested as to 25% of the shares on March 27, 2025 and vested as to the remaining 25% of the shares on June 27, 2025, subject to the Reporting Person's continued service. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 20:32 UTC | Climb Bio, Inc. CLYM · Entity 5064 | Exercise / conversionCommon Stock | 25,094 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-092273 · ownership.xml · nonDerivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,282 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 · price: Each restricted stock unit ("RSU") converted into one share of the Issuer's Common Stock. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 20:10 UTC | Climb Bio, Inc. CLYM · Entity 5064 | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $1.29 | $0.00 |
DisclosureSEC source: 0000950170-25-082320 · ownership.xml · derivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2035-06-03 F1 · derivative.exercise_date: The shares subject to the option will vest on the earlier of June 4, 2026 or the date immediately prior to the date of the next annual meeting of stockholders, subject to the reporting person's continued service through such date. Read SEC document |
| March 27, 2025 Filed Mar 27, 2025 20:15 UTC | Climb Bio, Inc. CLYM · Entity 5064 | Exercise / conversionRestricted Stock Units · Derivative | 25,093 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-046083 · ownership.xml · derivative · entry 2 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,094 Underlying: Common Stock · 25,093 shares Expires not disclosed 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_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs were granted on June 27, 2024 and vested as to 50% of the shares on January 1, 2025, vested as to 25% of the shares on March 27, 2025 and will vest as to the remaining 25% of the shares on June 27, 2025, subject to the Reporting Person's continued service. F3 · derivative.expiration_date: The RSUs were granted on June 27, 2024 and vested as to 50% of the shares on January 1, 2025, vested as to 25% of the shares on March 27, 2025 and will vest as to the remaining 25% of the shares on June 27, 2025, subject to the Reporting Person's continued service. Read SEC document |
| March 27, 2025 Filed Mar 27, 2025 20:15 UTC | Climb Bio, Inc. CLYM · Entity 5064 | Exercise / conversionCommon Stock | 25,093 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-046083 · ownership.xml · nonDerivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,188 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 · price: Each restricted stock unit ("RSU") converted into one share of the Issuer's Common Stock. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:15 UTC | Climb Bio, Inc. CLYM · Entity 5064 | Exercise / conversionRestricted Stock Units · Derivative | 50,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-001176 · ownership.xml · derivative · entry 2 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,187 Underlying: Common Stock · 50,188 shares Expires not disclosed 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_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs were granted on June 27, 2024 and will vest as to 50% of the shares on January 1, 2025, as to 25% of the shares on March 27, 2025 and as to the remaining 25% of the shares on June 27, 2025, subject to the Reporting Person's continued service. F3 · derivative.expiration_date: The RSUs were granted on June 27, 2024 and will vest as to 50% of the shares on January 1, 2025, as to 25% of the shares on March 27, 2025 and as to the remaining 25% of the shares on June 27, 2025, subject to the Reporting Person's continued service. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:15 UTC | Climb Bio, Inc. CLYM · Entity 5064 | Exercise / conversionCommon Stock | 50,188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-001176 · ownership.xml · nonDerivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,095 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 · price: Each restricted stock unit ("RSU") converted into one share of the Issuer's Common Stock. Read SEC document |
| June 27, 2024 Filed Jun 27, 2024 23:03 UTC | Climb Bio, Inc. ELYM · Entity 5064 | GrantRestricted Stock Units · Derivative | 100,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078685 · ownership.xml · derivative · entry 2 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,375 Underlying: Common Stock · 100,375 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. F3 · derivative.exercise_date: The RSUs were granted on June 27, 2024 and will vest as to 50% of the shares on January 1, 2025, as to 25% of the shares on March 27, 2025 and as to the remaining 25% of the shares on June 27, 2025, subject to the Reporting Person's continued service. F3 · derivative.expiration_date: The RSUs were granted on June 27, 2024 and will vest as to 50% of the shares on January 1, 2025, as to 25% of the shares on March 27, 2025 and as to the remaining 25% of the shares on June 27, 2025, subject to the Reporting Person's continued service. Read SEC document |
| June 27, 2024 Filed Jun 27, 2024 23:03 UTC | Climb Bio, Inc. ELYM · Entity 5064 | GrantCommon Stock | 103,907 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-078685 · ownership.xml · nonDerivative · entry 1 Thomas Stephen Basil · CIK 0002027962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,907 F1 · price: The Reporting Person acquired 103,907 shares of the issuer's common stock in exchange for 838,000 shares of common stock of Tenet Medicines, Inc. ("Tenet") in connection with the issuer's acquisition of all of the outstanding common stock of Tenet on June 27, 2024 (the "Acquisition"). On the effective date of the Acquisition, the closing price of the issuer's common stock was $7.53 per share. 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.