Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OmniAb, Inc.AHPA · Entity 5294 | Director | August 09, 2021 | August 10, 2021 |
| Zapata Quantum, Inc.ZPTA · Entity 6486 | Director | May 01, 2026 | May 07, 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.
OmniAb, Inc.
Report date August 09, 2021 · Filed August 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary Shares, par value $0.0001SEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-08-09 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The reporting person owns 35,000 Class B Ordinary Shares which are convertible into Class A Ordinary Shares as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-257177). The Class B Ordinary Shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person owns 35,000 Class B Ordinary Shares which are convertible into Class A Ordinary Shares as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-257177). The Class B Ordinary Shares have no expiration date.
Zapata Quantum, Inc.
Report date May 01, 2026 · Filed May 07, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 176,348 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 176,348 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.80 · Expires 2033-07-31 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-05-01 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance Not disclosed F1: The stock options are fully executed and received in accordance with the terms of the Business Combination Agreement (the "Business Combination Agreement"), dated as of September 6, 2023, by and among the Issuer, Tigre Merger Sub, Inc. and Zapata Computing, Inc. ("Private Zapata"), in exchange for an option to acquire 75,000 shares of common stock of Private Zapata. |
| Convertible Promissory NoteSEC Table II · derivative / convertible security · Conversion / exercise price $0.04 · Expires 2026-06-12 | IndirectBy William E. Klitgaard Trust | Not disclosed |
Reported balance
Holding disclosure · report date 2026-05-01 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance Not disclosed F2: The Notes mature on the one-year anniversary of the issuance date (subject to acceleration upon the occurrence of certain customary events of default or a change of control) and bear 10% per annum interest. The Notes convert automatically upon the Company's completion of a securities offering resulting in gross proceeds of at least $5 million. The Notes and Warrants were sold as units for which the total purchase price paid by the Reporting Person was $100,000. F4: The Reporting Person is the trustee for the William E. Klitgaard Trust. |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $0.04 · Expires 2030-06-12 | IndirectBy William E. Klitgaard Trust | Not disclosed |
Reported balance
Holding disclosure · report date 2026-05-01 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance Not disclosed F3: At any time when a registration statement registering the resale of shares issuable upon exercise of the Warrants is not effective, the Warrants can be exercised cashlessly. The Notes and Warrants were sold as units for which the total purchase price paid by the Reporting Person was $100,000. F4: The Reporting Person is the trustee for the William E. Klitgaard Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options are fully executed and received in accordance with the terms of the Business Combination Agreement (the "Business Combination Agreement"), dated as of September 6, 2023, by and among the Issuer, Tigre Merger Sub, Inc. and Zapata Computing, Inc. ("Private Zapata"), in exchange for an option to acquire 75,000 shares of common stock of Private Zapata.
F2: The Notes mature on the one-year anniversary of the issuance date (subject to acceleration upon the occurrence of certain customary events of default or a change of control) and bear 10% per annum interest. The Notes convert automatically upon the Company's completion of a securities offering resulting in gross proceeds of at least $5 million. The Notes and Warrants were sold as units for which the total purchase price paid by the Reporting Person was $100,000.
F3: At any time when a registration statement registering the resale of shares issuable upon exercise of the Warrants is not effective, the Warrants can be exercised cashlessly. The Notes and Warrants were sold as units for which the total purchase price paid by the Reporting Person was $100,000.
F4: The Reporting Person is the trustee for the William E. Klitgaard Trust.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Syneos Health, Inc.
Report date September 28, 2023 · Filed September 28, 2023
Section 16 reporting ended · disclosed 2023-09-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-09-28 transaction · row 1
1 source rowRow 1 · 2023-09-28 · Disposition to issuer · Disposed 7,370 · Balance 0 F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of May 10, 2023 (the "Merger Agreement"), by and among Syneos Health, Inc. (the "Issuer"), Star Parent, Inc. ("Parent") and Star Merger Sub, Inc. ("Merger Sub"). On September 28, 2023, upon the closing of the merger of Merger Sub with and into the Issuer (the "Merger") contemplated by the Merger Agreement, each outstanding share of common stock of the Issuer, par value $0.01 per share, was cancelled and automatically converted into the right to receive an amount in cash equal to $43.00 (the "Merger Consideration"), without interest, and minus any applicable withholding taxes. F2: In accordance with the Merger Agreement, effective as of immediately prior to the effective time of the Merger (the "Effective Time") and as a result of the Merger each award of restricted stock units ("RSUs") and performance stock units ("PSUs") covering shares of common stock that is outstanding immediately prior to the Effective Time (other than certain specified RSU awards and PSU awards set forth in the disclosure schedules delivered in connection with the Merger Agreement (the "Specified Awards")) was cancelled and converted into a contingent right to receive an amount in cash (without interest) (a "Contingent Cash Award") equal to the product of (i) the Merger Consideration and (ii) the aggregate number of shares of common stock subject to the award (with any performance based goals with respect to the PSU awards deemed to be achieved at the "target" level of performance or based on the actual level of achievement of performance goals, F3: continued from previous footnote: in each case, as set forth in the applicable PSU award agreement). Each Contingent Cash Award will vest and become payable pursuant to the same time-vesting schedule applicable to the underlying RSU award or PSU award from which it was converted, as applicable (including any accelerated vesting terms and conditions), subject to the holder's continued employment with or service to Parent and its subsidiaries through the applicable vesting date; and each Specified Award that is outstanding immediately prior to the Effective Time was cancelled and converted into the right to receive a cash payment (without interest) equal to the product of (i) the Merger Consideration and (ii) the aggregate number of shares of common stock subject to the award, subject to claw-back if the holder's employment is terminated by the Company for "cause" or by the holder without "good reason," in either case prior to the first anniversary of the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of May 10, 2023 (the "Merger Agreement"), by and among Syneos Health, Inc. (the "Issuer"), Star Parent, Inc. ("Parent") and Star Merger Sub, Inc. ("Merger Sub"). On September 28, 2023, upon the closing of the merger of Merger Sub with and into the Issuer (the "Merger") contemplated by the Merger Agreement, each outstanding share of common stock of the Issuer, par value $0.01 per share, was cancelled and automatically converted into the right to receive an amount in cash equal to $43.00 (the "Merger Consideration"), without interest, and minus any applicable withholding taxes.
F2: In accordance with the Merger Agreement, effective as of immediately prior to the effective time of the Merger (the "Effective Time") and as a result of the Merger each award of restricted stock units ("RSUs") and performance stock units ("PSUs") covering shares of common stock that is outstanding immediately prior to the Effective Time (other than certain specified RSU awards and PSU awards set forth in the disclosure schedules delivered in connection with the Merger Agreement (the "Specified Awards")) was cancelled and converted into a contingent right to receive an amount in cash (without interest) (a "Contingent Cash Award") equal to the product of (i) the Merger Consideration and (ii) the aggregate number of shares of common stock subject to the award (with any performance based goals with respect to the PSU awards deemed to be achieved at the "target" level of performance or based on the actual level of achievement of performance goals,
F3: continued from previous footnote: in each case, as set forth in the applicable PSU award agreement). Each Contingent Cash Award will vest and become payable pursuant to the same time-vesting schedule applicable to the underlying RSU award or PSU award from which it was converted, as applicable (including any accelerated vesting terms and conditions), subject to the holder's continued employment with or service to Parent and its subsidiaries through the applicable vesting date; and each Specified Award that is outstanding immediately prior to the Effective Time was cancelled and converted into the right to receive a cash payment (without interest) equal to the product of (i) the Merger Consideration and (ii) the aggregate number of shares of common stock subject to the award, subject to claw-back if the holder's employment is terminated by the Company for "cause" or by the holder without "good reason," in either case prior to the first anniversary of the Effective Time.
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 |
|---|---|---|---|---|---|---|
| October 08, 2025 Filed Oct 10, 2025 20:35 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantStock Options (Right to Buy) · Derivative | 1,000,000 | $0.00 Strike: $0.08 | $0.00 |
DisclosureSEC source: 0001079973-25-001590 · ownership.xml · derivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires 2030-10-08 F1 · derivative.exercise_date: The grant of stock options was exempt from Section 16(b) of the Securities Exchange Act of 1934 by virtue of Rule 16b-3 promulgated thereunder, as it was approved by the Issuer's Board of Directors. The stock options shall vest in equal monthly increments over two years, with the first vesting date to occur on November 8, 2025, subject to continued service as a director of the Issuer on each applicable vesting date and the execution of the Issuer's Stock Option Agreement. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 22:18 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-013693 · form4.xml · derivative · entry 2 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units will vest in three equal installments, with 25,000 shares of common stock vesting on October 10, 2024, 25,000 shares of common stock vesting on January 10, 2025, and 25,000 shares vesting on the date of the 2025 annual meeting of the Issuer's stockholders. F2 · derivative.expiration_date: The restricted stock units will vest in three equal installments, with 25,000 shares of common stock vesting on October 10, 2024, 25,000 shares of common stock vesting on January 10, 2025, and 25,000 shares vesting on the date of the 2025 annual meeting of the Issuer's stockholders. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 22:18 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-013693 · form4.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,348 Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 13:26 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantStock Option (Right to Buy) · Derivative | 68,558 | Not disclosed Strike: $3.80 | Not disclosed |
DisclosureSEC source: 0001062993-24-007523 · form4.xml · derivative · entry 2 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,558 Underlying: Common Stock · 68,558 shares Expires 2033-07-31 F3 · price: Received in accordance with the terms of the Business Combination Agreement (the "Business Combination Agreement"), dated as of September 6, 2023, by and among the Issuer, Tigre Merger Sub, Inc. and Zapata Computing, Inc. ("Private Zapata"), in exchange for an option to acquire 75,000 shares of common stock of Private Zapata at a purchase price of $3.47 per share. F2 · derivative.exercise_date: The option will become exercisable in equal annual installments over two years from July 3, 2023. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 13:26 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantCommon Stock | 126,348 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-007523 · form4.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,348 F1 · price: Received in connection with the business combination (the "Merger") of a wholly owned subsidiary of the Issuer with Zapata Computing, Inc. ("Private Zapata"). In accordance with a Note Exchange Agreement, dated March 28, 2024, by and among the Reporting Person, the Issuer and Private Zapata, at the effective time of the Merger, the Reporting Person exchanged an outstanding Senior Secured Promissory Note between the Reporting Person and Private Zapata, with an aggregate principal amount, together with then-outstanding interest, of $568,568.92, for 126,348 shares of common stock of the Issuer, at a conversion price of $4.50 per share. Read SEC document |
| September 28, 2023 Filed Sep 28, 2023 21:06 UTC | Syneos Health, Inc. SYNH · Entity 109360 | Disposition to issuerClass A Common Stock | 7,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050773 · doc4.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Reflects disposition in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of May 10, 2023 (the "Merger Agreement"), by and among Syneos Health, Inc. (the "Issuer"), Star Parent, Inc. ("Parent") and Star Merger Sub, Inc. ("Merger Sub"). On September 28, 2023, upon the closing of the merger of Merger Sub with and into the Issuer (the "Merger") contemplated by the Merger Agreement, each outstanding share of common stock of the Issuer, par value $0.01 per share, was cancelled and automatically converted into the right to receive an amount in cash equal to $43.00 (the "Merger Consideration"), without interest, and minus any applicable withholding taxes. F2 · price: In accordance with the Merger Agreement, effective as of immediately prior to the effective time of the Merger (the "Effective Time") and as a result of the Merger each award of restricted stock units ("RSUs") and performance stock units ("PSUs") covering shares of common stock that is outstanding immediately prior to the Effective Time (other than certain specified RSU awards and PSU awards set forth in the disclosure schedules delivered in connection with the Merger Agreement (the "Specified Awards")) was cancelled and converted into a contingent right to receive an amount in cash (without interest) (a "Contingent Cash Award") equal to the product of (i) the Merger Consideration and (ii) the aggregate number of shares of common stock subject to the award (with any performance based goals with respect to the PSU awards deemed to be achieved at the "target" level of performance or based on the actual level of achievement of performance goals, F3 · price: continued from previous footnote: in each case, as set forth in the applicable PSU award agreement). Each Contingent Cash Award will vest and become payable pursuant to the same time-vesting schedule applicable to the underlying RSU award or PSU award from which it was converted, as applicable (including any accelerated vesting terms and conditions), subject to the holder's continued employment with or service to Parent and its subsidiaries through the applicable vesting date; and each Specified Award that is outstanding immediately prior to the Effective Time was cancelled and converted into the right to receive a cash payment (without interest) equal to the product of (i) the Merger Consideration and (ii) the aggregate number of shares of common stock subject to the award, subject to claw-back if the holder's employment is terminated by the Company for "cause" or by the holder without "good reason," in either case prior to the first anniversary of the Effective Time. Read SEC document |
| May 25, 2023 Filed May 30, 2023 21:15 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 4,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032942 · doc4.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,370 F1 · shares: Represents an award of restricted stock units that vests in full one year from the grant date, or, if earlier, the date of the 2024 annual meeting of stockholders but only to the extent the director is not re-elected as a non-employee director at such annual meeting, in each case, subject to continued service on the Issuer's Board of Directors. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:06 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 2,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-053980 · doc4.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,507 F1 · shares: Represents an award of restricted stock units that vests in full one year from the grant date, or, if earlier, the date of the next subsequent annual meeting following the grant date but only to the extent the director is not re-elected as a non-employee director at such annual meeting, in each case, subject to continued service on the Issuer's Board of Directors. Read SEC document |
| May 25, 2022 Filed May 27, 2022 21:08 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 2,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032638 · doc4.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,438 F1 · shares: Represents an award of restricted stock units that vests in full one year from the grant date, or, if earlier, the date of the next subsequent annual meeting following the grant date but only to the extent the director is not re-elected as a non-employee director at such annual meeting, in each case, subject to continued service on the Issuer's Board of Directors. Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:13 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 2,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032816 · doc4.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,599 F1 · shares: Represents an award of restricted stock units that vests in full one year from the grant date, or, if earlier, the date of the next subsequent annual meeting following the grant date but only to the extent the director is not re-elected as a non-employee director at such annual meeting, in each case, subject to continued service on the Issuer's Board of Directors. Read SEC document |
| May 27, 2020 Filed May 29, 2020 21:05 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 2,803 | $62.43 | $174,991.29 |
DisclosureSEC source: 0001610950-20-000104 · wf-form4_159078633611524.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,235 F1 · shares: Represents an award of restricted stock units which vests in full one year from the grant date, or, if earlier, the date of the next subsequent annual meeting following the grant date but only to the extent the director is not re-elected as a non-employee director at such annual meeting, in each case, subject to continued service on the Issuer's Board of Directors. Read SEC document |
| May 24, 2019 Filed May 29, 2019 20:06 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 4,122 | $42.45 | $174,978.90 |
DisclosureSEC source: 0001610950-19-000026 · wf-form4_155916037817395.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,432 F1 · shares: Represents an award of restricted stock units which vests in full one year from the grant date, or, if earlier, the date of the next subsequent annual meeting following the grant date but only to the extent the director is not re-elected as a non-employee director at such annual meeting, in each case, subject to continued service on the Issuer's Board of Directors. Read SEC document |
| May 24, 2018 Filed May 25, 2018 20:07 UTC | Syneos Health, Inc. SYNH · Entity 109360 | GrantClass A Common Stock | 4,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001610950-18-000022 · wf-form4_152727885795890.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,310 F1 · shares: Represents an award of restricted stock units which vests in full one year from the grant date, or, if earlier, the date of the next subsequent annual meeting following the grant date but only to the extent the director is not re-elected as a non-employee director at such annual meeting, in each case, subject to continued service on the Issuer's Board of Directors. Read SEC document |
| May 23, 2017 Filed May 24, 2017 20:11 UTC | Syneos Health, Inc. INCR · Entity 109360 | GrantClass A Common Stock | 2,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001610950-17-000031 · wf-form4_149565665117344.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,207 F1 · shares: Represents an award of restricted stock units which vests in full one year from the grant date, subject to continued service on the Issuer's Board of Directors. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 13:38 UTC | Syneos Health, Inc. INCR · Entity 109360 | GrantClass A Common Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001229874-17-000003 · wf-form4_148854827517505.xml · nonDerivative · entry 1 KLITGAARD WILLIAM E · CIK 0001229874 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514 F1 · shares: Represents and award of restricted stock units which vests in full one year from the grant date, subject to continued service on the Issuer's Board of Directors. 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.