Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alaunos Therapeutics, Inc.TCRT · Entity 8339 | Legal & Administration | March 29, 2025 | April 01, 2025 |
| Valion Bio, Inc.VBIO · Entity 8459 | General Counsel & SVP of Legal | May 01, 2026 | May 04, 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.
Alaunos Therapeutics, Inc.
Report date March 29, 2025 · Filed April 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.46 · Expires 2035-03-28 | Direct | 1,000 |
Reported balance
After 2025-03-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-29 · Grant · Acquired 1,000 · Balance 1,000 F1: One-sixteenth of the shares underlying the option vest in equal quarterly installments measured from March 29, 2025, with the first vesting occurring on June 29, 2025 subject to the Reporting Person's continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: One-sixteenth of the shares underlying the option vest in equal quarterly installments measured from March 29, 2025, with the first vesting occurring on June 29, 2025 subject to the Reporting Person's continued service through each vesting date.
Valion Bio, Inc.
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $0.96 · Expires 2036-05-01 | Direct | 45,000 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 45,000 · Balance 45,000 F1: The stock option vests as follows: (i) 25% upon the first anniversary of the grant date, and (ii) the remaining 75% in a series of twelve (12) successive equal quarterly installments, rounded downward to the nearest whole share, measured from the first anniversary of the grant date, such that 100% of the stock option will be vested upon the fourth anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option vests as follows: (i) 25% upon the first anniversary of the grant date, and (ii) the remaining 75% in a series of twelve (12) successive equal quarterly installments, rounded downward to the nearest whole share, measured from the first anniversary of the grant date, such that 100% of the stock option will be vested upon the fourth anniversary of the grant date.
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 01, 2026 Filed May 4, 2026 20:08 UTC | Valion Bio, Inc. VBIO · Entity 8459 | GrantEmployee Stock Option (Right to Purchase) · Derivative | 45,000 | $0.00 Strike: $0.96 | $0.00 |
DisclosureSEC source: 0001683168-26-003448 · ownership.xml · derivative · entry 1 Lackey Melinda · CIK 0001898184 · General Counsel & SVP of Legal 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2036-05-01 F1 · derivative.exercise_date: The stock option vests as follows: (i) 25% upon the first anniversary of the grant date, and (ii) the remaining 75% in a series of twelve (12) successive equal quarterly installments, rounded downward to the nearest whole share, measured from the first anniversary of the grant date, such that 100% of the stock option will be vested upon the fourth anniversary of the grant date. Read SEC document |
| March 29, 2025 Filed Apr 1, 2025 20:05 UTC | Alaunos Therapeutics, Inc. TCRT · Entity 8339 | GrantEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $1.46 | $0.00 |
DisclosureSEC source: 0000950170-25-048492 · ownership.xml · derivative · entry 1 Lackey Melinda · CIK 0001898184 · Legal & Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2035-03-28 F1 · derivative.exercise_date: One-sixteenth of the shares underlying the option vest in equal quarterly installments measured from March 29, 2025, with the first vesting occurring on June 29, 2025 subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:05 UTC | Alaunos Therapeutics, Inc. TCRT · Entity 8339 | GrantEmployee Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $2.42 | $0.00 |
DisclosureSEC source: 0000950170-24-098045 · ownership.xml · derivative · entry 1 Lackey Melinda · CIK 0001898184 · Legal & Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2034-08-13 F1 · derivative.exercise_date: One-sixteenth of the shares underlying the option vest in equal quarterly installments measured from August 14, 2024, with the first vesting occurring on November 14, 2024 subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| March 15, 2023 Filed Mar 18, 2023 00:30 UTC | Alaunos Therapeutics, Inc. TCRT · Entity 8339 | GrantEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0000899243-23-008998 · doc4.xml · derivative · entry 1 Lackey Melinda · CIK 0001898184 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2033-03-14 F1 · derivative.exercise_date: One-sixteenth of the shares underlying the option vest in equal quarterly installments measured from March 15, 2023, with the first vesting occuring on June 15, 2023, subject to the Reporting Person's continued service through each such date. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 20:30 UTC | Alaunos Therapeutics, Inc. TCRT · Entity 8339 | GrantEmployee Stock Option (right to buy) · Derivative | 185,000 | $0.00 Strike: $2.11 | $0.00 |
DisclosureSEC source: 0000899243-22-031459 · doc4.xml · derivative · entry 1 Lackey Melinda · CIK 0001898184 · Senior Vice President, Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,000 Underlying: Common Stock · 185,000 shares Expires 2032-09-14 F1 · derivative.exercise_date: The options will vest in a series of sixteen equal quarterly installments measured from September 15, 2022, with the first vesting occurring on December 15, 2022, subject to the Reporting Person's continuous service through each such date. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 11:06 UTC | Alaunos Therapeutics, Inc. ZIOP · Entity 8339 | GrantEmployee Stock Option (Right to Buy) · Derivative | 370,000 | $0.00 Strike: $1.22 | $0.00 |
DisclosureSEC source: 0000899243-21-047850 · doc4.xml · derivative · entry 1 Lackey Melinda · CIK 0001898184 · Senior Vice President, Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,000 Underlying: Common Stock · 370,000 shares Expires 2031-12-09 F1 · derivative.exercise_date: One-fourth of the shares underlying the options vest on November 29, 2022, and with respect to the remainder, in twelve succesive equal quarterly installments measured from November 29, 2022, subject to the Reporting Person's continued service through each such 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.