Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AKCEA THERAPEUTICS, INC.AKCA · Entity 145982 | Chief Financial Officer | January 15, 2020 | January 16, 2020 |
| Camp4 Therapeutics CorpCAMP · Entity 1161 | Director | April 01, 2026 | April 03, 2026 |
| Research Alliance Corp IIIRACC · Entity 6369 | Director | May 19, 2026 | May 19, 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.
AKCEA THERAPEUTICS, INC.
Report date January 15, 2020 · Filed January 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,000 |
Reported balance
After 2020-01-15 transaction · row 1
1 source rowRow 1 · 2020-01-15 · Grant · Acquired 28,000 · Balance 48,000 F1: Represents restricted stock unit award granted under the Issuer's 2015 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock unit award granted under the Issuer's 2015 Equity Incentive Plan.
Camp4 Therapeutics Corp
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.46 · Expires 2036-03-31 | Direct | 56,000 |
Reported balance
After 2026-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 56,000 · Balance 56,000 F1: The shares underlying the option vest in equal monthly installments over a period of three years commencing from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying the option vest in equal monthly installments over a period of three years commencing from the date of grant.
Research Alliance Corp III
Report date May 19, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-05-19 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Class B Ordinary Shares have no expiration date and will automatically convert into Class A Ordinary Shares of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis (subject to adjustment for sub-divisions, share dividends, reorganizations, recapitalizations and the like), or at any time prior thereto at the option of the holder on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Class B Ordinary Shares have no expiration date and will automatically convert into Class A Ordinary Shares of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis (subject to adjustment for sub-divisions, share dividends, reorganizations, recapitalizations and the like), or at any time prior thereto at the option of the holder on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Avidity Biosciences, Inc.
Report date February 27, 2026 · Filed February 27, 2026
Section 16 reporting ended · disclosed 2026-02-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Disposition to issuer · Disposed 133,977 · Balance 0 F1: The reported securities represent shares of Common Stock (inclusive of shares of Common Stock issuable upon settlement of previously reported restricted stock units) disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of October 25, 2025 (the "Merger Agreement"), among Novartis AG ("Novartis"), Ajax Acquisition Sub, Inc., an indirect wholly owned subsidiary of Novartis, and the Issuer. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.34 · Expires 2031-02-01 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-27 · Disposition to issuer · Disposed 92,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.22 · Expires 2032-01-20 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-27 · Disposition to issuer · Disposed 131,250 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.47 · Expires 2033-01-19 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-27 · Disposition to issuer · Disposed 148,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.57 · Expires 2033-09-10 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-27 · Disposition to issuer · Disposed 60,125 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.16 · Expires 2034-01-19 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-27 · Disposition to issuer · Disposed 106,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.42 · Expires 2035-01-05 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-27 · Disposition to issuer · Disposed 50,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent shares of Common Stock (inclusive of shares of Common Stock issuable upon settlement of previously reported restricted stock units) disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of October 25, 2025 (the "Merger Agreement"), among Novartis AG ("Novartis"), Ajax Acquisition Sub, Inc., an indirect wholly owned subsidiary of Novartis, and the Issuer.
F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price.
Verve Therapeutics, Inc.
Report date July 25, 2025 · Filed July 28, 2025
Section 16 reporting ended · disclosed 2025-07-28. 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 $5.02 | Direct | 0 |
Reported balance
After 2025-07-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-07-25 · Disposition to issuer · Disposed 136,139 · Balance 0 F1: Pursuant to the terms of an Agreement and Plan of Merger, dated as of June 16, 2025, by and among the Issuer, Eli Lilly and Company ("Parent") and Parent's indirect wholly owned subsidiary, Ridgeway Acquisition Corporation, at the effective time of the Merger (the "Effective Time"), each outstanding stock option of Issuer having an exercise price less than $10.50 per share in cash, without interest and less any applicable tax withholding (the "Cash Consideration") (each such option, a "Cash-Out Stock Option") that is outstanding immediately prior to the Effective Time, whether or not vested, was automatically cancelled, by virtue of the Merger and without any action on the part of any holder of any Cash-Out Stock Option, and each holder of such Cash-Out Stock Option received (without interest) (i) an amount in cash (less any applicable tax withholdings) equal to the product of (a) the excess, if any, of the Cash Consideration over the applicable exercise price per share underlying such F2: (continued from footnote 1) Cash-Out Stock Option multiplied by (b) the total number of shares of the Issuer's Common Stock subject to such Cash-Out Stock Option and (ii) one non-tradeable contingent value right for each share subject to such Cash-Out Stock Option (without regard to vesting). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.73 | Direct | 0 |
Reported balance
After 2025-07-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-07-25 · Disposition to issuer · Disposed 42,200 · Balance 0 F1: Pursuant to the terms of an Agreement and Plan of Merger, dated as of June 16, 2025, by and among the Issuer, Eli Lilly and Company ("Parent") and Parent's indirect wholly owned subsidiary, Ridgeway Acquisition Corporation, at the effective time of the Merger (the "Effective Time"), each outstanding stock option of Issuer having an exercise price less than $10.50 per share in cash, without interest and less any applicable tax withholding (the "Cash Consideration") (each such option, a "Cash-Out Stock Option") that is outstanding immediately prior to the Effective Time, whether or not vested, was automatically cancelled, by virtue of the Merger and without any action on the part of any holder of any Cash-Out Stock Option, and each holder of such Cash-Out Stock Option received (without interest) (i) an amount in cash (less any applicable tax withholdings) equal to the product of (a) the excess, if any, of the Cash Consideration over the applicable exercise price per share underlying such F2: (continued from footnote 1) Cash-Out Stock Option multiplied by (b) the total number of shares of the Issuer's Common Stock subject to such Cash-Out Stock Option and (ii) one non-tradeable contingent value right for each share subject to such Cash-Out Stock Option (without regard to vesting). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of an Agreement and Plan of Merger, dated as of June 16, 2025, by and among the Issuer, Eli Lilly and Company ("Parent") and Parent's indirect wholly owned subsidiary, Ridgeway Acquisition Corporation, at the effective time of the Merger (the "Effective Time"), each outstanding stock option of Issuer having an exercise price less than $10.50 per share in cash, without interest and less any applicable tax withholding (the "Cash Consideration") (each such option, a "Cash-Out Stock Option") that is outstanding immediately prior to the Effective Time, whether or not vested, was automatically cancelled, by virtue of the Merger and without any action on the part of any holder of any Cash-Out Stock Option, and each holder of such Cash-Out Stock Option received (without interest) (i) an amount in cash (less any applicable tax withholdings) equal to the product of (a) the excess, if any, of the Cash Consideration over the applicable exercise price per share underlying such
F2: (continued from footnote 1) Cash-Out Stock Option multiplied by (b) the total number of shares of the Issuer's Common Stock subject to such Cash-Out Stock Option and (ii) one non-tradeable contingent value right for each share subject to such Cash-Out Stock Option (without regard to vesting).
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 |
|---|---|---|---|---|---|---|
| January 20, 2023 Filed Jan 25, 2023 02:06 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantStock Option (Right to Buy) · Derivative | 148,000 | $0.00 Strike: $22.47 | $0.00 |
DisclosureSEC source: 0001209191-23-004756 · doc4.xml · derivative · entry 2 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,000 Underlying: Common Stock · 148,000 shares Expires 2033-01-19 F3 · derivative.exercise_date: 1/48th of the total number of shares subject to the options shall vest on each monthly anniversary of January 20, 2023 (the "Vesting Commencement Date"), subject to the Reporting Person's continuous service to the Issuer on each such vesting date, so that the options shall be fully vested on the fourth anniversary of the Vesting Commencement Date. Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 02:06 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantCommon Stock | 18,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004756 · doc4.xml · nonDerivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,852 F1 · shares: Represents restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in four equal installments on the first four anniversaries of January 20, 2023, subject to the Reporting Person's continuous service to the Issuer on each such vesting date. F2 · balance_after: Includes 3,352 shares previously acquired by the Reporting Person under the Avidity Biosciences, Inc. 2020 Employee Stock Purchase Plan. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 17:00 UTC | Verve Therapeutics, Inc. VERV · Entity 11259 | GrantStock Option (right to buy) · Derivative | 15,500 | $0.00 Strike: $14.04 | $0.00 |
DisclosureSEC source: 0001209191-22-036367 · doc4.xml · derivative · entry 1 MacLean Michael F · CIK 0001383731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,500 Underlying: Common Stock · 15,500 shares Expires 2032-06-08 F1 · derivative.exercise_date: This stock option was issued pursuant to the 2021 Stock Incentive Plan of Verve Therapeutics, Inc. in accordance with its director compensation program. The vesting commencement date (the "Vesting Commencement Date") of the options is the grant date. All of the shares of common stock underlying the option vest upon the earlier of the one-year anniversary of the Vesting Commencement Date or immediately prior to the first annual meeting of stockholders occurring after the grant date, in each case subject to the Reporting Person's continued service as a director. Read SEC document |
| January 21, 2022 Filed Mar 16, 2022 01:18 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantStock Option (Right to Buy) · Derivative | 131,250 | $0.00 Strike: $14.22 | $0.00 |
DisclosureSEC source: 0001209191-22-019046 · doc4.xml · derivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,250 Underlying: Common Stock · 131,250 shares Expires 2032-01-20 F1 · derivative.exercise_date: 1/48th of the total number of shares subject to the options shall vest on each monthly anniversary of January 3, 2022 (the "Vesting Commencement Date"), subject to the Reporting Person's continuous service to the Issuer on each such vesting date, so that the options shall be fully vested on the fourth anniversary of the Vesting Commencement Date. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 18:21 UTC | Verve Therapeutics, Inc. VERV · Entity 11259 | GrantStock Option (right to buy) · Derivative | 47,664 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025072 · doc4.xml · derivative · entry 1 MacLean Michael F · CIK 0001383731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,664 Underlying: Common Stock · 47,664 shares Expires 2031-06-16 F1 · derivative.exercise_date: The option was granted on June 17, 2021. The shares underlying the option vest quarterly over four years in 16 equal installments following May 20, 2021. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 22:06 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantStock Option (Right to Buy) · Derivative | 92,000 | $0.00 Strike: $22.34 | $0.00 |
DisclosureSEC source: 0001209191-21-007792 · doc4.xml · derivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,000 Underlying: Common Stock · 92,000 shares Expires 2031-02-01 F1 · derivative.exercise_date: 1/48th of the total number of shares subject to the options shall vest on each monthly anniversary of January 1, 2021 (the "Vesting Commencement Date"), subject to the Reporting Person's continuous service to the Issuer on each such vesting date, so that the options shall be fully vested on the fourth anniversary of the Vesting Commencement Date. Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 23:03 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantCommon Stock | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003752 · doc4.xml · nonDerivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 F1 · shares: Represents restricted stock unit award granted under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 22:21 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantStock Option (right to buy) · Derivative | 57,000 | $0.00 Strike: $16.99 | $0.00 |
DisclosureSEC source: 0001209191-20-001230 · doc4.xml · derivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,000 Underlying: Common Stock · 57,000 shares Expires 2030-01-01 F1 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 2, 2020; 1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 21:24 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050482 · doc4.xml · nonDerivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:27 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantStock Option (right to buy) · Derivative | 83,000 | $0.00 Strike: $30.73 | $0.00 |
DisclosureSEC source: 0001209191-19-002133 · doc4.xml · derivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,000 Underlying: Common Stock · 83,000 shares Expires 2029-01-01 F1 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 2, 2019; 1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:57 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0001209191-18-002229 · doc4.xml · derivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2028-01-01 F1 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after January 2, 2018; 1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:36 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantStock Option (right to buy) · Derivative | 332,708 | $0.00 Strike: $18.65 | $0.00 |
DisclosureSEC source: 0001209191-17-051325 · doc4.xml · derivative · entry 1 MacLean Michael F · CIK 0001383731 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,708 Underlying: Common Stock · 332,708 shares Expires 2027-08-30 F1 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after August 31, 2017; 1/48th of the shares vest monthly thereafter over the next three years. 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.