Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intellia Therapeutics, Inc.NTLA · Entity 4585 | EVP, Chief Scientific Officer | January 03, 2025 | January 07, 2025 |
| Lexeo Therapeutics, Inc.LXEO · Entity 5687 | Director | April 28, 2026 | April 30, 2026 |
| Taysha Gene Therapies, Inc.TSHA · Entity 4549 | Director | June 01, 2026 | June 02, 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.
Intellia Therapeutics, Inc.
Report date January 03, 2025 · Filed January 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,388 |
Reported balance
After 2025-01-03 transaction · row 1
1 source rowRow 1 · 2025-01-03 · Sale · Disposed 8,966 · Balance 77,388 F1: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on January 1, 2025, and does not represent a volitional trade by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on January 1, 2025, and does not represent a volitional trade by the Reporting Person.
Lexeo Therapeutics, Inc.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.81 · Expires 2036-04-27 | Direct | 50,000 |
Reported balance
After 2026-04-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 50,000 · Balance 50,000 F1: The shares subject to the option shall vest and become exercisable in equal annual installments over a three year period such that the option is fully vested on the third anniversary of the date of grant, subject to the Reporting Person's continuous service. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option shall vest and become exercisable in equal annual installments over a three year period such that the option is fully vested on the third anniversary of the date of grant, subject to the Reporting Person's continuous service.
Taysha Gene Therapies, Inc.
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,178 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 21,335 · Balance 127,178 F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest on the earlier of June 1, 2027 or the next annual stockholders meeting, subject to the Reporting Person's continued service as a director through the applicable vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.97 · Expires 2036-06-01 | Direct | 42,671 |
Reported balance
After 2026-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-01 · Grant · Acquired 42,671 · Balance 42,671 F2: The shares vest on the earlier of June 1, 2027 or the next annual stockholders meeting, subject to the Reporting Person's continued service as a director through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest on the earlier of June 1, 2027 or the next annual stockholders meeting, subject to the Reporting Person's continued service as a director through the applicable vesting date.
F2: The shares vest on the earlier of June 1, 2027 or the next annual stockholders meeting, subject to the Reporting Person's continued service as a director through the applicable vesting 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 |
|---|---|---|---|---|---|---|
| August 04, 2021 Filed Aug 6, 2021 22:19 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 6,344 | $137.72 | $873,695.68 |
DisclosureSEC source: 0001209191-21-050228 · doc4.xml · nonDerivative · entry 4 Sepp-Lorenzino Laura · CIK 0001777421 · EVP, Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,762 F1 · kind: The sales reported on this Form 4 were effected pursuant to a trading plan adopted pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.255 to $138.25, inclusive. Upon request by the Commission staff, the Company, or a security holder of the Company, the reporting person will provide full information regarding the number of shares sold by the reporting person on August 4, 2021 at each separate price. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 22:19 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 6,814 | $136.79 | $932,087.06 |
DisclosureSEC source: 0001209191-21-050228 · doc4.xml · nonDerivative · entry 3 Sepp-Lorenzino Laura · CIK 0001777421 · EVP, Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,106 F1 · kind: The sales reported on this Form 4 were effected pursuant to a trading plan adopted pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.25 to $137.24, inclusive. Upon request by the Commission staff, the Company, or a security holder of the Company, the reporting person will provide full information regarding the number of shares sold by the reporting person on August 4, 2021 at each separate price. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 22:19 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 1,471 | $135.47 | $199,276.37 |
DisclosureSEC source: 0001209191-21-050228 · doc4.xml · nonDerivative · entry 2 Sepp-Lorenzino Laura · CIK 0001777421 · EVP, Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,920 F1 · kind: The sales reported on this Form 4 were effected pursuant to a trading plan adopted pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.18 to $135.885, inclusive. Upon request by the Commission staff, the Company, or a security holder of the Company, the reporting person will provide full information regarding the number of shares sold by the reporting person on August 4, 2021 at each separate price. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 22:19 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | Exercise / conversionCommon Stock | 26,000 | $13.40 | $348,400.00 |
DisclosureSEC source: 0001209191-21-050228 · doc4.xml · nonDerivative · entry 1 Sepp-Lorenzino Laura · CIK 0001777421 · EVP, Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,391 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 21:01 UTC | Taysha Gene Therapies, Inc. TSHA · Entity 4549 | GrantStock Option (right to buy) · Derivative | 15,500 | $0.00 Strike: $25.04 | $0.00 |
DisclosureSEC source: 0001209191-21-042101 · doc4.xml · derivative · entry 1 Sepp-Lorenzino Laura · CIK 0001777421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,500 Underlying: Common Stock · 15,500 shares Expires 2031-06-17 F1 · derivative.exercise_date: The shares vest on the earlier of June 17, 2022 or the next annual stockholders meeting, subject to continued service as a director though the applicable vesting date. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 22:54 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantRestricted Stock Unit · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-018327 · doc4.xml · derivative · entry 2 Sepp-Lorenzino Laura · CIK 0001777421 · EVP, Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 14,000 shares Expires not disclosed F2 · derivative.exercise_price: On March 3, 2021, the reporting person was granted 14,000 Restricted Stock Units ("RSUs") pursuant to the Intellia Therapeutics, Inc. Amended and Restated 2015 Stock Option and Incentive Plan. Each RSU represents a contingent right to receive one share of the Company's common stock upon vesting, with 25% of the RSU vesting on January 1, 2022 and the remaining awards vesting as to 25% in substantially equal annual installments. F2 · date: On March 3, 2021, the reporting person was granted 14,000 Restricted Stock Units ("RSUs") pursuant to the Intellia Therapeutics, Inc. Amended and Restated 2015 Stock Option and Incentive Plan. Each RSU represents a contingent right to receive one share of the Company's common stock upon vesting, with 25% of the RSU vesting on January 1, 2022 and the remaining awards vesting as to 25% in substantially equal annual installments. F2 · derivative.exercise_date: On March 3, 2021, the reporting person was granted 14,000 Restricted Stock Units ("RSUs") pursuant to the Intellia Therapeutics, Inc. Amended and Restated 2015 Stock Option and Incentive Plan. Each RSU represents a contingent right to receive one share of the Company's common stock upon vesting, with 25% of the RSU vesting on January 1, 2022 and the remaining awards vesting as to 25% in substantially equal annual installments. F2 · derivative.expiration_date: On March 3, 2021, the reporting person was granted 14,000 Restricted Stock Units ("RSUs") pursuant to the Intellia Therapeutics, Inc. Amended and Restated 2015 Stock Option and Incentive Plan. Each RSU represents a contingent right to receive one share of the Company's common stock upon vesting, with 25% of the RSU vesting on January 1, 2022 and the remaining awards vesting as to 25% in substantially equal annual installments. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 22:54 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 84,000 | $0.00 Strike: $57.71 | $0.00 |
DisclosureSEC source: 0001209191-21-018327 · doc4.xml · derivative · entry 1 Sepp-Lorenzino Laura · CIK 0001777421 · EVP, Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,000 Underlying: Common Stock · 84,000 shares Expires 2031-03-02 F1 · derivative.exercise_date: This option was granted on March 3, 2021 with respect to 84,000 shares of Common Stock, with 25% vesting on January 1, 2022 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:42 UTC | Taysha Gene Therapies, Inc. TSHA · Entity 4549 | GrantStock Option (right to buy) · Derivative | 31,000 | $0.00 Strike: $21.77 | $0.00 |
DisclosureSEC source: 0001209191-20-060227 · doc4.xml · derivative · entry 1 Sepp-Lorenzino Laura · CIK 0001777421 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 Underlying: Common Stock · 31,000 shares Expires 2030-11-23 F1 · derivative.exercise_date: The shares subject to the Option vest in 36 equal monthly installments, subject to the Reporting Person continuing to provide service through each such date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 22:30 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (Right to Buy) · Derivative | 135,000 | $0.00 Strike: $13.40 | $0.00 |
DisclosureSEC source: 0000899243-20-006978 · doc4.xml · derivative · entry 1 Sepp-Lorenzino Laura · CIK 0001777421 · EVP, Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 Underlying: Common Stock · 135,000 shares Expires 2030-03-01 F1 · derivative.exercise_date: This option was granted on March 2, 2020 with respect to 135,000 shares of Common Stock, with 25% vesting on January 1, 2021 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 20:16 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $14.25 | $0.00 |
DisclosureSEC source: 0001209191-19-034240 · doc4.xml · derivative · entry 1 Sepp-Lorenzino Laura · CIK 0001777421 · EVP, Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2029-05-27 F1 · derivative.exercise_date: This option was granted on May 28, 2019 with respect to 150,000 shares of Common Stock, with 25% vesting on May 28, 2020 and the remainder vesting in thirty-six equal monthly installments thereafter. 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.