Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atreca, Inc.BCEL · Entity 91940 | Director | June 13, 2023 | June 15, 2023 |
| Elanco Animal Health IncELAN · Entity 3457 | Director | May 21, 2026 | May 26, 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.
Atreca, Inc.
Report date June 13, 2023 · Filed June 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.18 · Expires 2023-06-12 | Direct | 12,000 |
Reported balance
After 2023-06-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-13 · Grant · Acquired 12,000 · Balance 12,000 F1: The option vests upon the earlier of the one-year anniversary of the date of grant or the day prior to the next Annual Meeting of Stockholders occurring after the grant date, subject to the non-employee director's continuous service on each applicable vesting date. All unvested options will vest in full immediately prior to a change in control (as defined in the Company's 2019 Equity Incentive Plan), subject to the non-employee director's continuous service as of immediately prior to the closing of such change in control. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests upon the earlier of the one-year anniversary of the date of grant or the day prior to the next Annual Meeting of Stockholders occurring after the grant date, subject to the non-employee director's continuous service on each applicable vesting date. All unvested options will vest in full immediately prior to a change in control (as defined in the Company's 2019 Equity Incentive Plan), subject to the non-employee director's continuous service as of immediately prior to the closing of such change in control.
Elanco Animal Health Inc
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,727 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Grant · Acquired 4,678 · Balance 17,531 F1: Grant of deferred stock units as a pro-rated annual equity award to each of the non-employee members of the Issuer's Board of Directors. Row 2 · 2026-05-21 · Grant · Acquired 12,196 · Balance 29,727 F2: Grant of restricted stock units as an annual equity award to each of the non-employee members of the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of deferred stock units as a pro-rated annual equity award to each of the non-employee members of the Issuer's Board of Directors.
F2: Grant of restricted stock units as an annual equity award to each of the non-employee members of the Issuer's Board of Directors.
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 |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 26, 2026 20:43 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 12,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001872431-26-000002 · form4-05262026_080515.xml · nonDerivative · entry 2 Ma Stacey · CIK 0001872431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,727 F2 · shares: Grant of restricted stock units as an annual equity award to each of the non-employee members of the Issuer's Board of Directors. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:43 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 4,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001872431-26-000002 · form4-05262026_080515.xml · nonDerivative · entry 1 Ma Stacey · CIK 0001872431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,531 F1 · shares: Grant of deferred stock units as a pro-rated annual equity award to each of the non-employee members of the Issuer's Board of Directors. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 22:11 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 10,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001872431-25-000004 · form4-12022025_101220.xml · nonDerivative · entry 1 Ma Stacey · CIK 0001872431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,853 F1 · price: Grant of deferred stock units as an annual equity award to each of the non-employee members of the Issuer's Board of Directors. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 22:06 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 2,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028136 · form4-12032024_101209.xml · nonDerivative · entry 1 Ma Stacey · CIK 0001872431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,539 F1 · price: Grant of deferred stock units as an annual equity award to each of the non-employee members of the Issuer's Board of Directors. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 22:08 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantStock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $1.18 | $0.00 |
DisclosureSEC source: 0001209191-23-037519 · doc4.xml · derivative · entry 1 Ma Stacey · CIK 0001872431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 Underlying: Class A Common Stock · 12,000 shares Expires 2023-06-12 F1 · derivative.exercise_date: The option vests upon the earlier of the one-year anniversary of the date of grant or the day prior to the next Annual Meeting of Stockholders occurring after the grant date, subject to the non-employee director's continuous service on each applicable vesting date. All unvested options will vest in full immediately prior to a change in control (as defined in the Company's 2019 Equity Incentive Plan), subject to the non-employee director's continuous service as of immediately prior to the closing of such change in control. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 22:44 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantStock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $2.09 | $0.00 |
DisclosureSEC source: 0001209191-22-036103 · doc4.xml · derivative · entry 1 Ma Stacey · CIK 0001872431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Class A Common Stock · 12,000 shares Expires 2032-06-07 F1 · derivative.exercise_date: The option vests upon the earlier of the one-year anniversary of the date of grant or the day prior to the next Annual Meeting of Stockholders occurring after the grant date, subject to the non-employee director's continuous service on each applicable vesting date. All unvested options will vest in full immediately prior to a change in control (as defined in the Company's 2019 Equity Incentive Plan), subject to the non-employee director's continuous service as of immediately prior to the closing of such change in control. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 23:14 UTC | Atreca, Inc. BCEL · Entity 91940 | GrantStock Option (right to buy) · Derivative | 24,000 | $0.00 Strike: $7.95 | $0.00 |
DisclosureSEC source: 0001209191-21-047010 · doc4.xml · derivative · entry 1 Ma Stacey · CIK 0001872431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Underlying: Class A Common Stock · 24,000 shares Expires 2031-07-13 F1 · derivative.exercise_date: 1/3 of the Option vests in equal annual installments as measured from 7/14/2021. 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.