Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Neurogene Inc.NLTX · Entity 5160 | Director | May 05, 2020 | May 07, 2020 |
| Social Capital Suvretta Holdings Corp. IIDNAB · Entity 125597 | Director | September 24, 2021 | September 24, 2021 |
| Taysha Gene Therapies, Inc.TSHA · Entity 4549 | Director · Chief Executive Officer | January 23, 2026 | January 27, 2026 |
| Ventas, Inc.VTR · Entity 3044 | Director | May 13, 2026 | May 15, 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.
Neurogene Inc.
Report date May 05, 2020 · Filed May 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.84 · Expires 2030-05-05 | Direct | 25,000 |
Reported balance
After 2020-05-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-05-05 · Grant · Acquired 25,000 · Balance 25,000 F1: The option vests as to 1/12 of the total shares monthly beginning June 5, 2020 until the option is fully vested on May 5, 2021, subject to the Reporting Person's provision of service to the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests as to 1/12 of the total shares monthly beginning June 5, 2020 until the option is fully vested on May 5, 2021, subject to the Reporting Person's provision of service to the Issuer on each vesting date.
Social Capital Suvretta Holdings Corp. II
Report date September 24, 2021 · Filed September 24, 2021
This filing explicitly reported no securities owned.
Taysha Gene Therapies, Inc.
Report date January 23, 2026 · Filed January 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,908,257 |
Ending reported balance
After 2026-01-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-23 · Sale · Disposed 136,789 · Balance 2,949,569 F1: The Reporting Person is selling the securities set forth herein pursuant to a mandatory sell-to-cover arrangement for the purpose of satisfying income tax liabilities incurred upon vesting of restricted stock unit awards only. F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.635 to $4.99 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 footnotes (2) and (3). Row 2 · 2026-01-26 · Sale · Disposed 41,312 · Balance 2,908,257 F1: The Reporting Person is selling the securities set forth herein pursuant to a mandatory sell-to-cover arrangement for the purpose of satisfying income tax liabilities incurred upon vesting of restricted stock unit awards only. F3: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.505 to $4.715 inclusive. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 1,535,545 |
Reported balance
Holding disclosure · report date 2026-01-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,535,545 F4: The securities are held by Nolan Capital, LLC (the "LLC"). The Reporting Person is the President of the LLC and has shared voting and investment power with respect to the shares held by the LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person is selling the securities set forth herein pursuant to a mandatory sell-to-cover arrangement for the purpose of satisfying income tax liabilities incurred upon vesting of restricted stock unit awards only.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.635 to $4.99 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 footnotes (2) and (3).
F3: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.505 to $4.715 inclusive.
F4: The securities are held by Nolan Capital, LLC (the "LLC"). The Reporting Person is the President of the LLC and has shared voting and investment power with respect to the shares held by the LLC.
Ventas, Inc.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,181 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 2,047 · Balance 26,181 F1: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of Issuer's 2027 Annual Meeting of Stockholders. F2: Represents the closing price per share of Issuer's common stock as of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of Issuer's 2027 Annual Meeting of Stockholders.
F2: Represents the closing price per share of Issuer's common stock as of the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AveXis, Inc.
Report date May 15, 2018 · Filed May 15, 2018
Section 16 reporting ended · disclosed 2018-05-15. 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 2018-05-15 transaction · row 1
1 source rowRow 1 · 2018-05-15 · Disposition to issuer · Disposed 11,000 · Balance 0 F1: On April 6, 2018, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Novartis AG, a company organized under the laws of Switzerland ("Parent"), and Novartis AM Merger Corporation, a Delaware corporation and an indirect wholly-owned subsidiary of the Parent ("Purchaser"). Pursuant to the terms of the Merger Agreement and the Offer (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Common Stock") held by the Reporting Person was acquired, subject to adjustment, at a purchase price of $218.00 per share (the "Offer Price") in cash. F2: Represents 11,000 shares underlying Restricted Stock Units (the "RSUs"). Pursuant to the Merger Agreement, each outstanding RSU was canceled in exchange for a lump sum cash payment equal to (i) the Offer Price multiplied by (ii) the number of shares of Common Stock underlying the RSU. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.94 · Expires 2025-06-10 | Direct | 0 |
Reported balance
After 2018-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-15 · Disposition to issuer · Disposed 728,300 · Balance 0 F1: On April 6, 2018, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Novartis AG, a company organized under the laws of Switzerland ("Parent"), and Novartis AM Merger Corporation, a Delaware corporation and an indirect wholly-owned subsidiary of the Parent ("Purchaser"). Pursuant to the terms of the Merger Agreement and the Offer (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Common Stock") held by the Reporting Person was acquired, subject to adjustment, at a purchase price of $218.00 per share (the "Offer Price") in cash. F3: Pursuant to the Merger Agreement, each outstanding stock option was canceled in exchange for a lump sum cash payment equal the excess of (A) the Offer Price minus (B) the Exercise Price, multiplied by the number of shares of Common Stock underlying the option. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.61 · Expires 2026-06-20 | Direct | 0 |
Reported balance
After 2018-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-05-15 · Disposition to issuer · Disposed 110,000 · Balance 0 F1: On April 6, 2018, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Novartis AG, a company organized under the laws of Switzerland ("Parent"), and Novartis AM Merger Corporation, a Delaware corporation and an indirect wholly-owned subsidiary of the Parent ("Purchaser"). Pursuant to the terms of the Merger Agreement and the Offer (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Common Stock") held by the Reporting Person was acquired, subject to adjustment, at a purchase price of $218.00 per share (the "Offer Price") in cash. F3: Pursuant to the Merger Agreement, each outstanding stock option was canceled in exchange for a lump sum cash payment equal the excess of (A) the Offer Price minus (B) the Exercise Price, multiplied by the number of shares of Common Stock underlying the option. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $77.24 · Expires 2027-05-10 | Direct | 0 |
Reported balance
After 2018-05-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-05-15 · Disposition to issuer · Disposed 96,000 · Balance 0 F1: On April 6, 2018, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Novartis AG, a company organized under the laws of Switzerland ("Parent"), and Novartis AM Merger Corporation, a Delaware corporation and an indirect wholly-owned subsidiary of the Parent ("Purchaser"). Pursuant to the terms of the Merger Agreement and the Offer (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Common Stock") held by the Reporting Person was acquired, subject to adjustment, at a purchase price of $218.00 per share (the "Offer Price") in cash. F3: Pursuant to the Merger Agreement, each outstanding stock option was canceled in exchange for a lump sum cash payment equal the excess of (A) the Offer Price minus (B) the Exercise Price, multiplied by the number of shares of Common Stock underlying the option. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $133.80 · Expires 2028-03-13 | Direct | 0 |
Reported balance
After 2018-05-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-05-15 · Disposition to issuer · Disposed 44,000 · Balance 0 F1: On April 6, 2018, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Novartis AG, a company organized under the laws of Switzerland ("Parent"), and Novartis AM Merger Corporation, a Delaware corporation and an indirect wholly-owned subsidiary of the Parent ("Purchaser"). Pursuant to the terms of the Merger Agreement and the Offer (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Common Stock") held by the Reporting Person was acquired, subject to adjustment, at a purchase price of $218.00 per share (the "Offer Price") in cash. F3: Pursuant to the Merger Agreement, each outstanding stock option was canceled in exchange for a lump sum cash payment equal the excess of (A) the Offer Price minus (B) the Exercise Price, multiplied by the number of shares of Common Stock underlying the option. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 6, 2018, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Novartis AG, a company organized under the laws of Switzerland ("Parent"), and Novartis AM Merger Corporation, a Delaware corporation and an indirect wholly-owned subsidiary of the Parent ("Purchaser"). Pursuant to the terms of the Merger Agreement and the Offer (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Common Stock") held by the Reporting Person was acquired, subject to adjustment, at a purchase price of $218.00 per share (the "Offer Price") in cash.
F2: Represents 11,000 shares underlying Restricted Stock Units (the "RSUs"). Pursuant to the Merger Agreement, each outstanding RSU was canceled in exchange for a lump sum cash payment equal to (i) the Offer Price multiplied by (ii) the number of shares of Common Stock underlying the RSU.
F3: Pursuant to the Merger Agreement, each outstanding stock option was canceled in exchange for a lump sum cash payment equal the excess of (A) the Offer Price minus (B) the Exercise Price, multiplied by the number of shares of Common Stock underlying the 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 |
|---|---|---|---|---|---|---|
| May 08, 2017 Filed May 10, 2017 22:47 UTC | Neurogene Inc. AQXP · Entity 5160 | GrantStock Option (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $13.74 | $0.00 |
DisclosureSEC source: 0001209191-17-031405 · doc4.xml · derivative · entry 1 Nolan Sean P. · CIK 0001569926 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2027-05-07 F1 · derivative.exercise_date: The shares subject to this option shall vest and become exercisable at a rate of 1/12th of the total number of shares underlying the options on the one-month anniversary of May 8, 2017 (the "Vesting Commencement Date") and 1/12th of the total number of shares underlying the options each monthly anniversary of the Vesting Commencement Date thereafter for so long as the recipient of the option provides continuous service to the issuer, such that the total number of shares underlying the options shall be fully vested on the one-year anniversary of the Vesting Commencement Date. 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.