Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bolt Biotherapeutics, Inc.BOLT · Entity 8082 | Director | June 12, 2023 | June 14, 2023 |
| Corvus Pharmaceuticals, Inc.CRVS · Entity 4839 | Director · President and CEO | May 18, 2026 | May 20, 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.
Bolt Biotherapeutics, Inc.
Report date June 12, 2023 · Filed June 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.63 · Expires 2033-06-11 | Direct | 25,000 |
Reported balance
After 2023-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-12 · Grant · Acquired 25,000 · Balance 25,000 F1: The shares subject to the option will vest on the earlier of June 12, 2024 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option will vest on the earlier of June 12, 2024 or the day immediately prior to the next annual meeting of stockholders, subject to the Reporting Person's continuous service through such date; provided, however that the option will vest in full upon a change in control of the Issuer.
Corvus Pharmaceuticals, Inc.
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,195,035 |
Last balance in matching sequence
After 2026-05-18 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-05-18 · Purchase · Acquired 5,000 · Balance 1,193,103 F1: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Row 2 · 2026-05-18 · Purchase · Acquired 1,932 · Balance 1,195,035 F1: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. |
| Common StockSEC Table I · non-derivative | Direct | 1,136,707 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,136,707 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust.
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 |
|---|---|---|---|---|---|---|
| December 06, 2018 Filed Dec 10, 2018 21:05 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 5,000 | $5.99 | $29,934.00 |
DisclosureSEC source: 0000899243-18-030539 · doc4.xml · nonDerivative · entry 1 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,118,795 F1 · price: The price reported in Column 4 is a weighted price. These Shares were purchased in multiple transactions at prices ranging from $5.85 to $6.00 inclusive. Upon request, the Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the SEC full information regarding the Shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F3 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 21:06 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 1,502 | $5.95 | $8,936.90 |
DisclosureSEC source: 0000899243-18-030242 · doc4.xml · nonDerivative · entry 1 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,113,795 F1 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F2 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| March 12, 2018 Filed Mar 12, 2018 20:05 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 100,000 | $8.50 | $850,000.00 |
DisclosureSEC source: 0000899243-18-007081 · doc4.xml · nonDerivative · entry 1 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,112,293 F1 · kind: Reporting Person purchased 100,000 shares of Issuer's common stock in connection with a public offering at the offering price of $8.50 per share. F2 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F3 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| December 13, 2017 Filed Dec 15, 2017 21:06 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | GrantStock Option (Right to Buy) · Derivative | 125,000 | $0.00 Strike: $10.60 | $0.00 |
DisclosureSEC source: 0000899243-17-028849 · doc4.xml · derivative · entry 2 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2027-12-13 F3 · derivative.exercise_date: The underlying shares subject to the option vest as to one-forty eighth (1/48th) of the shares in successive, equal monthly installments measured from December 13, 2017, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 21:06 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 10,000 | $10.79 | $107,850.00 |
DisclosureSEC source: 0000899243-17-027283 · doc4.xml · nonDerivative · entry 1 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,012,293 F1 · price: The price reported in Column 4 is a weighted price. These Shares were purchased in multiple transactions at prices ranging from $10.59 to $10.90 inclusive. Upon request, the Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the SEC full information regarding the Shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F3 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| June 13, 2017 Filed Jun 13, 2017 20:06 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 2,500 | $10.14 | $25,350.00 |
DisclosureSEC source: 0000899243-17-016220 · doc4.xml · nonDerivative · entry 5 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,002,293 F1 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F2 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| June 13, 2017 Filed Jun 13, 2017 20:06 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 2,500 | $9.75 | $24,375.00 |
DisclosureSEC source: 0000899243-17-016220 · doc4.xml · nonDerivative · entry 4 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 999,793 F1 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F2 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 20:06 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 11,216 | $9.82 | $110,184.86 |
DisclosureSEC source: 0000899243-17-016220 · doc4.xml · nonDerivative · entry 3 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 997,293 F3 · price: The price reported in Column 4 is a weighted price. These Shares were purchased in multiple transactions at prices ranging from $9.69 to $9.94 inclusive. Upon request, the Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the SEC full information regarding the Shares purchased at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F2 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 20:06 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 3,784 | $9.89 | $37,423.76 |
DisclosureSEC source: 0000899243-17-016220 · doc4.xml · nonDerivative · entry 2 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 986,077 F1 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F2 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 20:06 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | PurchaseCommon Stock, $0.0001 par value | 5,000 | $9.95 | $49,750.00 |
DisclosureSEC source: 0000899243-17-016220 · doc4.xml · nonDerivative · entry 1 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 982,293 F1 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F2 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 00:07 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | GrantStock Option (Right to Buy) · Derivative | 160,000 | $0.00 Strike: $16.37 | $0.00 |
DisclosureSEC source: 0001140361-16-089150 · doc1.xml · derivative · entry 1 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 Underlying: Common Stock · 160,000 shares Expires 2026-12-07 F1 · derivative.exercise_date: The underlying shares subject to the option vest and become exercisable as to one-forty-eighth (1/48th) of the shares subject to the option in successive, equal monthly installments measured from December 7, 2016, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. Read SEC document |
| October 28, 2016 Filed Feb 10, 2017 21:17 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | GiftCommon Stock, $0.0001 par value | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-003460 · doc5.xml · nonDerivative · entry 2 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 977,293 F1 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F2 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. Read SEC document |
| October 28, 2016 Filed Feb 10, 2017 21:17 UTC | Corvus Pharmaceuticals, Inc. CRVS · Entity 4839 | GiftCommon Stock, $0.0001 par value | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-003460 · doc5.xml · nonDerivative · entry 1 MILLER RICHARD A MD · CIK 0001031847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,027,293 F1 · balance_after: A portion of these shares is subject to a right of repurchase held by the Issuer. F2 · ownership.nature: These shares are held by Richard A. Miller and Sandra J. Horning, Trustees of the Miller-Horning Family Trust u/a/d January 25, 1985 (the "Miller-Horning Trust"). Dr. Miller has shared voting, investment and dispositive power over the shares held by the Miller Horning Trust. 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.