Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acumen Pharmaceuticals, Inc.ABOS · Entity 6281 | Director | June 03, 2026 | June 05, 2026 |
| Tvardi Therapeutics, Inc.CARA · Entity 7579 | Director | June 04, 2024 | June 06, 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.
Acumen Pharmaceuticals, 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 | 48,300 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 35,500 · Balance 48,300 F1: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs will vest in full on the earlier of the first anniversary of the date of grant or the 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.29 · Expires 2036-06-03 | Direct | 53,250 |
Reported balance
After 2026-06-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-03 · Grant · Acquired 53,250 · Balance 53,250 F2: The shares subject to the option will vest in full on the earlier of the first anniversary of the date of grant or the 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs will vest in full on the earlier of the first anniversary of the date of grant or the 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date.
F2: The shares subject to the option will vest in full on the earlier of the first anniversary of the date of grant or the 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date.
Tvardi Therapeutics, Inc.
Report date June 04, 2024 · Filed June 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 198,485 |
Reported balance
After 2024-06-04 transaction · row 1
1 source rowRow 1 · 2024-06-04 · Grant · Acquired 150,647 · Balance 198,485 F1: Represents the number of shares underlying restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's non-employee director compensation policy. Each RSU represents the contingent right to receive one share of common stock of the Issuer. The RSUs vest on the earlier of (i) June 4, 2025 and (ii) immediately prior to the Issuer's next annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service as a director through such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.66 · Expires 2034-06-04 | Direct | 195,000 |
Reported balance
After 2024-06-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-04 · Grant · Acquired 195,000 · Balance 195,000 F2: This option was granted to the Reporting Person pursuant to the Issuer's non-employee director compensation policy. The shares underlying the option vest and become exercisable on the earlier of (i) June 4, 2025 and (ii) immediately prior to the Issuer's next annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service as a director through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares underlying restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's non-employee director compensation policy. Each RSU represents the contingent right to receive one share of common stock of the Issuer. The RSUs vest on the earlier of (i) June 4, 2025 and (ii) immediately prior to the Issuer's next annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service as a director through such date.
F2: This option was granted to the Reporting Person pursuant to the Issuer's non-employee director compensation policy. The shares underlying the option vest and become exercisable on the earlier of (i) June 4, 2025 and (ii) immediately prior to the Issuer's next annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service as a director through such date.
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 |
|---|---|---|---|---|---|---|
| November 01, 2019 Filed Nov 5, 2019 23:21 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $5.32 | $0.00 |
DisclosureSEC source: 0001209191-19-055339 · doc4.xml · derivative · entry 3 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2026-06-15 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 23:21 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | SaleCommon Stock | 2,500 | $20.68 | $51,700.00 |
DisclosureSEC source: 0001209191-19-055339 · doc4.xml · nonDerivative · entry 2 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · kind: This exercise and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 23:21 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionCommon Stock | 2,500 | $5.32 | $13,300.00 |
DisclosureSEC source: 0001209191-19-055339 · doc4.xml · nonDerivative · entry 1 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. Read SEC document |
| October 01, 2019 Filed Oct 4, 2019 01:19 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $5.32 | $0.00 |
DisclosureSEC source: 0001209191-19-052482 · doc4.xml · derivative · entry 3 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,500 shares Expires 2026-06-15 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| October 01, 2019 Filed Oct 4, 2019 01:19 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | SaleCommon Stock | 2,500 | $18.21 | $45,525.00 |
DisclosureSEC source: 0001209191-19-052482 · doc4.xml · nonDerivative · entry 2 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · kind: This exercise and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. Read SEC document |
| October 01, 2019 Filed Oct 4, 2019 01:19 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionCommon Stock | 2,500 | $5.32 | $13,300.00 |
DisclosureSEC source: 0001209191-19-052482 · doc4.xml · nonDerivative · entry 1 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:37 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $5.32 | $0.00 |
DisclosureSEC source: 0001209191-19-048600 · doc4.xml · derivative · entry 3 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 2,500 shares Expires 2026-06-15 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:37 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | SaleCommon Stock | 2,500 | $23.31 | $58,275.00 |
DisclosureSEC source: 0001209191-19-048600 · doc4.xml · nonDerivative · entry 2 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · kind: This exercise and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 21:37 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionCommon Stock | 2,500 | $5.32 | $13,300.00 |
DisclosureSEC source: 0001209191-19-048600 · doc4.xml · nonDerivative · entry 1 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:32 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $5.32 | $0.00 |
DisclosureSEC source: 0001209191-19-044641 · doc4.xml · derivative · entry 3 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 2,500 shares Expires 2026-06-15 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:32 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | SaleCommon Stock | 2,500 | $23.24 | $58,100.00 |
DisclosureSEC source: 0001209191-19-044641 · doc4.xml · nonDerivative · entry 2 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · kind: This exercise and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:32 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionCommon Stock | 2,500 | $5.32 | $13,300.00 |
DisclosureSEC source: 0001209191-19-044641 · doc4.xml · nonDerivative · entry 1 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on March 15, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:04 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $5.32 | $0.00 |
DisclosureSEC source: 0001209191-19-041033 · doc4.xml · derivative · entry 3 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 2,500 shares Expires 2026-06-15 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on July 1, 2019. F2 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:04 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | SaleCommon Stock | 2,500 | $21.75 | $54,375.00 |
DisclosureSEC source: 0001209191-19-041033 · doc4.xml · nonDerivative · entry 2 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · kind: This exercise and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on July 1, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:04 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | Exercise / conversionCommon Stock | 2,500 | $5.32 | $13,300.00 |
DisclosureSEC source: 0001209191-19-041033 · doc4.xml · nonDerivative · entry 1 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 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 and subsequent sale was effected pursuant to a Rule 10b5-1 sales plan adopted by the Reporting Person on July 1, 2019. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 22:01 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | GrantStock Option (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0001209191-19-035222 · doc4.xml · derivative · entry 2 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2029-06-04 F2 · derivative.exercise_date: This option was granted to the Reporting Person pursuant to the Issuer's non-employee director compensation policy. The shares underlying the option vest and become exercisable on the earlier of (i) June 4, 2020 and (ii) immediately prior to the Issuer's next annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service as a director through such date. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 22:01 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-035222 · doc4.xml · nonDerivative · entry 1 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · shares: Represents the number of shares underlying restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's non-employee director compensation policy. Each RSU represents the contingent right to receive one share of common stock of the Issuer. The RSUs vest on the earlier of (i) June 4, 2020 and (ii) immediately prior to the Issuer's next annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service as a director through such date. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:32 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | GrantStock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $16.07 | $0.00 |
DisclosureSEC source: 0001209191-18-036698 · doc4.xml · derivative · entry 1 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 18,000 shares Expires 2028-06-06 F1 · derivative.exercise_date: This option was granted to the reporting person pursuant to the issuer's non-employee director compensation policy. The shares underlying the option vest and become exercisable on June 6, 2019, subject to the reporting person's continued service as a director through such date. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 22:35 UTC | Tvardi Therapeutics, Inc. CARA · Entity 7579 | GrantStock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $19.50 | $0.00 |
DisclosureSEC source: 0001209191-17-041748 · doc4.xml · derivative · entry 1 Ives Jeffrey L. · CIK 0001614096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2027-06-21 F1 · derivative.exercise_date: This option was granted to the reporting person pursuant to the issuer's non-employee director compensation policy. The shares underlying the option vest and become exercisable on June 21, 2018, subject to the reporting person's continued service as a director through such date. 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.