Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kalaris Therapeutics, Inc.KLRS · Entity 6805 | Director | June 03, 2026 | June 04, 2026 |
| Scholar Rock Holding CorpSRRK · Entity 3721 | Director · Chief Executive Officer | September 21, 2026 | September 23, 2026 |
| Seer, Inc.SEER · Entity 6717 | Director | June 12, 2024 | June 14, 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.
Kalaris Therapeutics, Inc.
Report date June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.72 · Expires 2036-06-02 | Direct | 9,000 |
Reported balance
After 2026-06-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 9,000 · Balance 9,000 F1: The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service.
Scholar Rock Holding Corp
Report date September 21, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,602,382 |
Reported balance
After 2026-09-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-21 · Gift · Disposed 36,652 · Balance 1,602,382 F1: On September 21, 2026, the reporting person transferred 36,652 shares of the Issuer's Common Stock to The Hallal Family Irrevocable Trust-2021 (the "Hallal 2021 Trust") for no consideration. The reporting person and his spouse serve as trustees of the Hallal 2021 Trust. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. F2: Consists of 161,878 shares of common stock, 315,504 RSUs subject to time-based vesting conditions and 1,125,000 RSUs subject to performance- and time-based vesting conditions. |
| Common StockSEC Table I · non-derivative | IndirectBy The Hallal Family Irrevocable Trust - 2021 | 36,652 |
Reported balance
Holding disclosure · report date 2026-09-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36,652 F1: On September 21, 2026, the reporting person transferred 36,652 shares of the Issuer's Common Stock to The Hallal Family Irrevocable Trust-2021 (the "Hallal 2021 Trust") for no consideration. The reporting person and his spouse serve as trustees of the Hallal 2021 Trust. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy The Hallal Family Irrevocable Trust - 2012 | 205,000 |
Reported balance
Holding disclosure · report date 2026-09-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 205,000 F3: Shares owned by The Hallal Family Irrevocable Trust - 2012 dated November 19, 2012 (the "Hallal 2012 Trust"). The reporting person's spouse serves as a trustee of the Hallal 2012 Trust. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 21, 2026, the reporting person transferred 36,652 shares of the Issuer's Common Stock to The Hallal Family Irrevocable Trust-2021 (the "Hallal 2021 Trust") for no consideration. The reporting person and his spouse serve as trustees of the Hallal 2021 Trust. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F2: Consists of 161,878 shares of common stock, 315,504 RSUs subject to time-based vesting conditions and 1,125,000 RSUs subject to performance- and time-based vesting conditions.
F3: Shares owned by The Hallal Family Irrevocable Trust - 2012 dated November 19, 2012 (the "Hallal 2012 Trust"). The reporting person's spouse serves as a trustee of the Hallal 2012 Trust. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
Seer, Inc.
Report date June 12, 2024 · Filed June 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 355,128 |
Reported balance
After 2024-06-12 transaction · row 1
1 source rowRow 1 · 2024-06-12 · Grant · Acquired 58,178 · Balance 355,128 F1: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) June 12, 2025 or (ii) the day prior to the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) June 12, 2025 or (ii) the day prior to the date of the Issuer's next annual meeting of stockholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
iTeos Therapeutics, Inc.
Report date August 29, 2025 · Filed August 29, 2025
Section 16 reporting ended · disclosed 2025-08-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.95 | Direct | 0 |
Reported balance
After 2025-08-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-08-29 · Disposition to issuer · Disposed 25,140 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 18, 2025, by and among iTeos Therapeutics, Inc. (the "Company"), Concentra Biosciences LLC ("Parent"), and Concentra Merger Sub VIII, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), pursuant to which Parent completed a tender offer for shares of common stock of the Company ("Shares") and thereafter, the Merger Sub merged with and into the Company (the "Merger"). In accordance with the terms of the Merger Agreement, at the effective time of the Merger, by virtue of the Merger and without any action on the part of the holders, each option to purchase Shares from the Company that had an exercise price per share that is less than the $10.047 in cash per share (the "Cash Amount") (each, an "In-the-Money Option") that was then outstanding was canceled and, in exchange therefor, F2: (Continued from footnote 1) the holder of such canceled In-the-Money Option became entitled to receive in consideration of the cancellation of such In-the-Money Option (x) an amount in cash without interest, subject to any applicable tax withholding, equal to the product obtained by multiplying (1) the excess of the Cash Amount over the exercise price per Share underlying such In-the-Money Option by (2) the number of Shares underlying such In-the-Money Option as of immediately prior to the Effective Time and (y) one non-transferable contractual contingent value right for each Share underlying such In-the-Money Option. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.24 | Direct | 0 |
Reported balance
After 2025-08-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-08-29 · Disposition to issuer · Disposed 146,160 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 18, 2025, by and among iTeos Therapeutics, Inc. (the "Company"), Concentra Biosciences LLC ("Parent"), and Concentra Merger Sub VIII, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), pursuant to which Parent completed a tender offer for shares of common stock of the Company ("Shares") and thereafter, the Merger Sub merged with and into the Company (the "Merger"). In accordance with the terms of the Merger Agreement, at the effective time of the Merger, by virtue of the Merger and without any action on the part of the holders, each option to purchase Shares from the Company that had an exercise price per share that is less than the $10.047 in cash per share (the "Cash Amount") (each, an "In-the-Money Option") that was then outstanding was canceled and, in exchange therefor, F2: (Continued from footnote 1) the holder of such canceled In-the-Money Option became entitled to receive in consideration of the cancellation of such In-the-Money Option (x) an amount in cash without interest, subject to any applicable tax withholding, equal to the product obtained by multiplying (1) the excess of the Cash Amount over the exercise price per Share underlying such In-the-Money Option by (2) the number of Shares underlying such In-the-Money Option as of immediately prior to the Effective Time and (y) one non-transferable contractual contingent value right for each Share underlying such In-the-Money Option. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 18, 2025, by and among iTeos Therapeutics, Inc. (the "Company"), Concentra Biosciences LLC ("Parent"), and Concentra Merger Sub VIII, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), pursuant to which Parent completed a tender offer for shares of common stock of the Company ("Shares") and thereafter, the Merger Sub merged with and into the Company (the "Merger"). In accordance with the terms of the Merger Agreement, at the effective time of the Merger, by virtue of the Merger and without any action on the part of the holders, each option to purchase Shares from the Company that had an exercise price per share that is less than the $10.047 in cash per share (the "Cash Amount") (each, an "In-the-Money Option") that was then outstanding was canceled and, in exchange therefor,
F2: (Continued from footnote 1) the holder of such canceled In-the-Money Option became entitled to receive in consideration of the cancellation of such In-the-Money Option (x) an amount in cash without interest, subject to any applicable tax withholding, equal to the product obtained by multiplying (1) the excess of the Cash Amount over the exercise price per Share underlying such In-the-Money Option by (2) the number of Shares underlying such In-the-Money Option as of immediately prior to the Effective Time and (y) one non-transferable contractual contingent value right for each Share underlying such In-the-Money Option.
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 08, 2022 Filed Jun 10, 2022 19:51 UTC | iTeos Therapeutics, Inc. ITOS · Entity 75965 | Exercise / conversionCommon Stock | 5,968 | $4.23 | $25,244.64 |
DisclosureSEC source: 0001209191-22-036137 · doc4.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,968 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 |
| June 03, 2022 Filed Jun 6, 2022 20:05 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 65,725 | $3.67 | $241,105.59 |
DisclosureSEC source: 0000899243-22-021183 · doc4.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,077,889 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on February 7, 2022 to cover tax withholding obligations upon the vesting and settlement of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $3.47 to $3.81. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| May 26, 2022 Filed May 27, 2022 20:34 UTC | Scholar Rock Holding Corp SRRK · Entity 3721 | GrantStock Option (Right to Buy) · Derivative | 28,000 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0001104659-22-065953 · tm2216969-5_4seq1.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 28,000 shares Expires 2032-05-26 F1 · derivative.exercise_date: This option shall vest and become fully exercisable on the earlier of the first anniversary following the date of grant or the next scheduled Annual Meeting subject to continued service to the Issuer through such date. Read SEC document |
| May 17, 2022 Filed May 19, 2022 20:24 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 27,500 | $0.00 Strike: $4.60 | $0.00 |
DisclosureSEC source: 0000899243-22-018821 · doc4.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Underlying: Common Stock · 27,500 shares Expires 2032-05-16 F1 · derivative.exercise_date: This option shall vest and become exercisable upon the earlier to occur of (i) May 17, 2023 and (ii) the next annual meeting of the Issuer's stockholders. Read SEC document |
| April 21, 2022 Filed Apr 22, 2022 12:31 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 4,227 | $5.87 | $24,812.49 |
DisclosureSEC source: 0000899243-22-015395 · doc4.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,143,614 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on February 7, 2022 to cover tax withholding obligations upon the vesting and settlement of restricted stock units. Read SEC document |
| March 11, 2022 Filed Mar 12, 2022 00:14 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 25,244 | $7.37 | $186,068.48 |
DisclosureSEC source: 0000899243-22-010762 · doc4.xml · nonDerivative · entry 2 Hallal David · CIK 0001457477 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,147,841 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on February 7, 2022 to cover tax withholding obligations upon the vesting and settlement of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $7.18 to $7.70. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request Read SEC document |
| March 10, 2022 Filed Mar 12, 2022 00:14 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 40,481 | $7.55 | $305,781.33 |
DisclosureSEC source: 0000899243-22-010762 · doc4.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,173,085 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted on February 7, 2022 to cover tax withholding obligations upon the vesting and settlement of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $7.27 to $7.83. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 21:15 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | SaleCommon Stock | 17,100 | $8.01 | $136,888.92 |
DisclosureSEC source: 0000899243-22-003144 · doc4.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,213,566 F1 · kind: Represents shares sold by the reporting person to cover tax withholding obligations upon the vesting and settlement of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $7.51 to $8.22. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 19:59 UTC | iTeos Therapeutics, Inc. ITOS · Entity 75965 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $2.95 | $0.00 |
DisclosureSEC source: 0001209191-21-070993 · doc4.xml · derivative · entry 5 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,039 Underlying: Common Stock · 30,000 shares Expires 2029-12-04 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. F3 · derivative.exercise_date: One-fourth of the shares subject to the stock option vested on December 5, 2020. Thereafter, 1/48 of the shares subject to the stock option vest on a monthly basis, subject to the reporting person's continuous service relationship with the Issuer through each applicable vesting date. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 19:59 UTC | iTeos Therapeutics, Inc. ITOS · Entity 75965 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $4.30 | $0.00 |
DisclosureSEC source: 0001209191-21-070993 · doc4.xml · derivative · entry 4 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,682 Underlying: Common Stock · 20,000 shares Expires 2025-06-11 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: One-fourth of the shares subject to the stock option vested on July 1, 2019. Thereafter, 1/48 of the shares subject to the stock option vest on a monthly basis, subject to the reporting person's continuous service relationship with the Issuer through each applicable vesting date. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 19:59 UTC | iTeos Therapeutics, Inc. ITOS · Entity 75965 | SaleCommon Stock | 50,000 | $43.57 | $2,178,500.00 |
DisclosureSEC source: 0001209191-21-070993 · doc4.xml · nonDerivative · entry 3 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.25 to $44.19, inclusive. The reporting person undertakes to provide to iTeos Therapeutics, Inc., any security holder of iTeos Therapeutics, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 19:59 UTC | iTeos Therapeutics, Inc. ITOS · Entity 75965 | Exercise / conversionCommon Stock | 30,000 | $2.95 | $88,500.00 |
DisclosureSEC source: 0001209191-21-070993 · doc4.xml · nonDerivative · entry 2 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 19:59 UTC | iTeos Therapeutics, Inc. ITOS · Entity 75965 | Exercise / conversionCommon Stock | 20,000 | $4.30 | $86,000.00 |
DisclosureSEC source: 0001209191-21-070993 · doc4.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:13 UTC | iTeos Therapeutics, Inc. ITOS · Entity 75965 | GrantStock Option (Right to Buy) · Derivative | 16,608 | $0.00 Strike: $26.03 | $0.00 |
DisclosureSEC source: 0000899243-21-025122 · doc4.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,608 Underlying: Common Stock · 16,608 shares Expires 2031-06-17 F1 · derivative.exercise_date: This stock option shall vest and become exercisable in full upon the earlier to occur of (a) June 17, 2022 or (b) the next annual meeting of the Issuer's stockholders. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 22:28 UTC | Seer, Inc. SEER · Entity 6717 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $33.74 | $0.00 |
DisclosureSEC source: 0001209191-21-042503 · doc4.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2031-06-17 F1 · derivative.exercise_date: Shares subject to the option vest on the earlier of (i) June 17, 2022 or (ii) the day prior to the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 20:17 UTC | Scholar Rock Holding Corp SRRK · Entity 3721 | GrantStock Option (Right to Buy) · Derivative | 7,800 | $0.00 Strike: $26.78 | $0.00 |
DisclosureSEC source: 0001179110-21-006147 · edgar.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 Underlying: Common Stock · 7,800 shares Expires 2031-05-27 F1 · derivative.exercise_date: This option shall vest and become fully exercisable on the earlier of the first anniversary following the date of grant or the next scheduled Annual Meeting. Read SEC document |
| May 25, 2021 Filed May 27, 2021 20:54 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 22,500 | $0.00 Strike: $21.51 | $0.00 |
DisclosureSEC source: 0000899243-21-020869 · doc4.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 22,500 shares Expires 2031-05-24 F1 · derivative.exercise_date: This option shall vest and become exercisable upon the earlier to occur of (i) May 25, 2022 and (ii) the next annual meeting of the Issuer's stockholders. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 22:04 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 273,000 | $0.00 Strike: $45.04 | $0.00 |
DisclosureSEC source: 0000899243-21-003181 · doc4.xml · derivative · entry 5 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,000 Underlying: Common Stock · 273,000 shares Expires 2031-01-21 F5 · derivative.exercise_date: 25% of this option shall vest and become exercisable on January 21, 2022, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 22:04 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 147,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-003181 · doc4.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,230,666 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs shall vest on January 21, 2022, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| December 03, 2020 Filed Dec 12, 2020 02:11 UTC | Seer, Inc. SEER · Entity 6717 | GrantStock Option (right to buy) · Derivative | 18,691 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0001628280-20-017429 · wf-form4_160773905141176.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 Underlying: Class A Common Stock · 18,691 shares Expires 2020-12-03 F1 · derivative.exercise_date: Shares subject to the option vest in 36 equal monthly installments beginning on January 3, 2021. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 01:56 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionSeries A-4 Convertible Preferred Stock · Derivative | 1,100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021587 · doc4.xml · derivative · entry 7 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 738,153 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. F1 · derivative.exercise_price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.exercise_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.expiration_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F4 · ownership.nature: Shares held by Terrie A. Hallal Family Irrevocable Trust 2012, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 01:56 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionSeries A-4 Convertible Preferred Stock · Derivative | 233,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021587 · doc4.xml · derivative · entry 6 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 156,577 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. F1 · derivative.exercise_price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.exercise_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.expiration_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F3 · ownership.nature: Shares held by The Hallal Family Irrevocable Trust 2012, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 01:56 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionSeries A-2 Convertible Preferred Stock · Derivative | 20,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021587 · doc4.xml · derivative · entry 5 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 13,420,970 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. F1 · derivative.exercise_price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · price: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.exercise_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F1 · derivative.expiration_date: Each share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F2 · ownership.nature: Shares held by ElevateBio LLC ("ElevateBio"). The Reporting Person is the Chairman and Chief Executive Officer of ElevateBio, and may be deemed to have shared voting and investment power of the shares held by ElevateBio. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 01:56 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionCommon Stock | 738,153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021587 · doc4.xml · nonDerivative · entry 3 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 738,153 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 share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F4 · ownership.nature: Shares held by Terrie A. Hallal Family Irrevocable Trust 2012, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 01:56 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionCommon Stock | 156,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021587 · doc4.xml · nonDerivative · entry 2 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,120,965 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 share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F3 · ownership.nature: Shares held by The Hallal Family Irrevocable Trust 2012, for which the Reporting Person serves as trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 03, 2020 Filed Aug 6, 2020 01:56 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | ConversionCommon Stock | 13,420,970 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-021587 · doc4.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 13,420,970 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 share of convertible preferred stock automatically converted into the Issuer's Common Stock on a one-for-1.49021 basis upon the closing of the Issuer's initial public offering on August 3, 2020 and had no expiration date. F2 · ownership.nature: Shares held by ElevateBio LLC ("ElevateBio"). The Reporting Person is the Chairman and Chief Executive Officer of ElevateBio, and may be deemed to have shared voting and investment power of the shares held by ElevateBio. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 22:46 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 1,101,000 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020935 · doc4.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101,000 Underlying: Common Stock · 1,101,000 shares Expires 2030-07-29 F1 · derivative.exercise_date: 25% of this option shall vest and become exercisable on July 29, 2021, with the remainder vesting in twelve equal quarterly installments thereafter. Read SEC document |
| July 23, 2020 Filed Jul 24, 2020 19:23 UTC | iTeos Therapeutics, Inc. ITOS · Entity 75965 | GrantStock Option (Right to Buy) · Derivative | 16,608 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020442 · doc4.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,608 shares Expires 2030-07-23 F1 · derivative.exercise_date: This stock option shall vest over 3 years, with 1/3 vesting on July 23, 2021 and thereafter in equal monthly installments over the next 24 months subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| July 23, 2020 Filed Oct 21, 2020 16:56 UTC Amendment | iTeos Therapeutics, Inc. ITOS · Entity 75965 | GrantStock Option (Right to Buy) · Derivative | 16,608 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0000899243-20-028904 · doc4a.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,608 shares Expires 2030-07-23 F1 · derivative.exercise_date: This amendment is being filed solely for the purpose of correcting the vesting schedule, as follows: this stock option shall vest on the earlier of (i) the first anniversary of the grant date or (ii) the Company's next annual meeting of stockholders following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 20:32 UTC | Scholar Rock Holding Corp SRRK · Entity 3721 | GrantStock Option (right to buy) · Derivative | 7,000 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0001179110-20-007547 · edgar.xml · derivative · entry 2 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2030-06-16 F1 · derivative.exercise_date: This option shall vest and become fully exercisable on the earlier of the first anniversary following the date of grant or the next scheduled Annual Meeting. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 20:32 UTC | Scholar Rock Holding Corp SRRK · Entity 3721 | GrantStock Option (right to buy) · Derivative | 13,000 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0001179110-20-007547 · edgar.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Stock · 13,000 shares Expires 2030-06-16 F1 · derivative.exercise_date: This option shall vest and become fully exercisable on the earlier of the first anniversary following the date of grant or the next scheduled Annual Meeting. Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 20:39 UTC | Scholar Rock Holding Corp SRRK · Entity 3721 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-010518 · edgar.xml · nonDerivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,595 F1 · shares: Represents shares of the Company's common stock transferred as a gift for no consideration to a family member subject to additional transfer restrictions. Read SEC document |
| May 21, 2019 Filed May 24, 2019 01:42 UTC | Scholar Rock Holding Corp SRRK · Entity 3721 | GrantStock Option (Right to Buy) · Derivative | 10,158 | $0.00 Strike: $21.21 | $0.00 |
DisclosureSEC source: 0001104659-19-031595 · a4.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,158 Underlying: Common Stock · 10,158 shares Expires 2029-05-21 F1 · derivative.exercise_date: This option shall vest and become fully exercisable on the earlier of the first anniversary following the date of grant or the next scheduled Annual Meeting. Read SEC document |
| June 22, 2018 Filed Jun 26, 2018 21:30 UTC | Scholar Rock Holding Corp SRRK · Entity 3721 | GrantStock Option (right to buy) · Derivative | 20,316 | $0.00 Strike: $21.62 | $0.00 |
DisclosureSEC source: 0001104659-18-042340 · a4.xml · derivative · entry 1 Hallal David · CIK 0001457477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,316 Underlying: Common Stock · 20,316 shares Expires 2028-06-22 F1 · derivative.exercise_date: This option vests monthly over three (3) years, with the first monthly amount vesting on June 29, 2018. 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.