Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CG Oncology, Inc.CGON · Entity 3735 | See Remarks | April 15, 2026 | April 16, 2026 |
| Gamida Cell Ltd.GMDA · Entity 94655 | GENERAL COUNSEL | January 31, 2024 | February 02, 2024 |
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.
CG Oncology, Inc.
Report date April 15, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.68 · Expires 2036-04-14 | Direct | 45,266 |
Reported balance
After 2026-04-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-15 · Grant · Acquired 45,266 · Balance 45,266 F1: 1/48th of the shares subject to the option vest monthly following April 15, 2026, the vesting commencement date, subject to the Reporting Person's continuous service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/48th of the shares subject to the option vest monthly following April 15, 2026, the vesting commencement date, subject to the Reporting Person's continuous service to the Issuer through each vesting date.
Gamida Cell Ltd.
Report date January 31, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 855,461 |
Reported balance
After 2024-01-31 transaction · row 1
1 source rowRow 1 · 2024-01-31 · Grant · Acquired 480,319 · Balance 855,461 F1: Represents a restricted share unit award, and shall vest with respect to 33% of the RSUs, on each of July 31, 2024 and July 31, 2025, respectively, and with respect to 34% of the RSUs, on July 31, 2026. The vesting of the RSUs is subject to the Reporting Person's continuous service through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted share unit award, and shall vest with respect to 33% of the RSUs, on each of July 31, 2024 and July 31, 2025, respectively, and with respect to 34% of the RSUs, on July 31, 2026. The vesting of the RSUs is subject to the Reporting Person's continuous service through each such vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AKCEA THERAPEUTICS, INC.
Report date October 12, 2020 · Filed October 13, 2020
Section 16 reporting ended · disclosed 2020-10-13. 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 2020-10-12 transaction · row 1
1 source rowRow 1 · 2020-10-12 · Other · Disposed 26,532 · Balance 0 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.99 · Expires 2030-01-01 | Direct | 0 |
Reported balance
After 2020-10-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-10-12 · Disposition to issuer · Disposed 13,750 · Balance 0 F1: This option, which provided that 1/4th of the shares would vest one year after January 2, 2020 and 1/48th of the shares would vest monthly thereafter over the next three years, was cancelled in connection with the merger of the Issuer with a wholly owned subsidiary of Ionis Pharmaceuticals, Inc. in exchange for a cash payment of $15,950.00, representing the difference between the exercise price of the option and the acquisition price of $18.15. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.76 · Expires 2030-03-18 | Direct | 0 |
Reported balance
After 2020-10-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-10-12 · Disposition to issuer · Disposed 7,500 · Balance 0 F2: This option, which provided that 1/4th of the shares would vest one year after March 19, 2020 and 1/48th of the shares would vest monthly thereafter over the next three years, was cancelled in connection with the merger of the Issuer with a wholly owned subsidiary of Ionis Pharmaceuticals, Inc. in exchange for a cash payment of $40,425.00, representing the difference between the exercise price of the option and the acquisition price of $18.15. |
Filing footnotes · ownership attribution and instrument terms
F1: This option, which provided that 1/4th of the shares would vest one year after January 2, 2020 and 1/48th of the shares would vest monthly thereafter over the next three years, was cancelled in connection with the merger of the Issuer with a wholly owned subsidiary of Ionis Pharmaceuticals, Inc. in exchange for a cash payment of $15,950.00, representing the difference between the exercise price of the option and the acquisition price of $18.15.
F2: This option, which provided that 1/4th of the shares would vest one year after March 19, 2020 and 1/48th of the shares would vest monthly thereafter over the next three years, was cancelled in connection with the merger of the Issuer with a wholly owned subsidiary of Ionis Pharmaceuticals, Inc. in exchange for a cash payment of $40,425.00, representing the difference between the exercise price of the option and the acquisition price of $18.15.
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 |
|---|---|---|---|---|---|---|
| April 15, 2026 Filed Apr 16, 2026 20:15 UTC | CG Oncology, Inc. CGON · Entity 3735 | GrantEmployee Stock Option (Right to Buy) · Derivative | 45,266 | $0.00 Strike: $67.68 | $0.00 |
DisclosureSEC source: 0001193125-26-159029 · ownership.xml · derivative · entry 1 Patterson Joshua F. · CIK 0001805702 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,266 Underlying: Common Stock · 45,266 shares Expires 2036-04-14 F1 · derivative.exercise_date: 1/48th of the shares subject to the option vest monthly following April 15, 2026, the vesting commencement date, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| April 15, 2025 Filed Apr 16, 2025 20:15 UTC | CG Oncology, Inc. CGON · Entity 3735 | GrantEmployee Stock Option (Right to Buy) · Derivative | 119,922 | $0.00 Strike: $20.11 | $0.00 |
DisclosureSEC source: 0000950170-25-054738 · ownership.xml · derivative · entry 1 Patterson Joshua F. · CIK 0001805702 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,922 Underlying: Common Stock · 119,922 shares Expires 2035-04-14 F1 · derivative.exercise_date: 1/48th of the shares subject to the option vest monthly following April 15, 2025, the vesting commencement date, subject to the Report Person's continuous service to the Issuer through each vesting date. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:56 UTC | CG Oncology, Inc. CGON · Entity 3735 | GrantStock Option (Right to Buy) · Derivative | 47,775 | $0.00 Strike: $36.63 | $0.00 |
DisclosureSEC source: 0000950170-24-113290 · ownership.xml · derivative · entry 1 Patterson Joshua F. · CIK 0001805702 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,775 Underlying: Common Stock · 47,775 shares Expires 2034-10-03 F1 · derivative.exercise_date: 1/48th of the shares subject to the option vest monthly following October 4, 2024, the vesting commencement date, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| May 15, 2024 Filed May 16, 2024 22:57 UTC | CG Oncology, Inc. CGON · Entity 3735 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $28.01 | $0.00 |
DisclosureSEC source: 0000950170-24-061276 · ownership.xml · derivative · entry 1 Patterson Joshua F. · CIK 0001805702 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2034-05-14 F1 · derivative.exercise_date: The stock option vests as to 25% of the underlying shares on June 1, 2025, and as to the remaining of the underlying shares in 36 substantially similar monthly installments thereafter. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:37 UTC | Gamida Cell Ltd. GMDA · Entity 94655 | GrantOrdinary Shares | 480,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002308 · form4-02022024_090213.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 855,461 F1 · shares: Represents a restricted share unit award, and shall vest with respect to 33% of the RSUs, on each of July 31, 2024 and July 31, 2025, respectively, and with respect to 34% of the RSUs, on July 31, 2026. The vesting of the RSUs is subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| February 08, 2023 Filed Feb 11, 2023 00:57 UTC | Gamida Cell Ltd. GMDA · Entity 94655 | GrantEmployee Share Option (Right to Buy) · Derivative | 125,860 | $0.00 Strike: $1.59 | $0.00 |
DisclosureSEC source: 0001209191-23-008564 · doc4.xml · derivative · entry 2 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,860 Underlying: Ordinary Shares · 125,860 shares Expires 2033-02-07 F2 · derivative.exercise_date: 33% of the shares subject to the option award shall vest on each of August 8, 2023 and August 8, 2024, respectively, and 34% of the shares subject to the option award shall vest on August 8, 2025, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| February 08, 2023 Filed Feb 11, 2023 00:57 UTC | Gamida Cell Ltd. GMDA · Entity 94655 | GrantOrdinary Shares | 63,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008564 · doc4.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,000 F1 · shares: Represents a restricted share unit award, and shall vest with respect to 33% of the RSUs, on each of August 8, 2023 and August 8, 2024, respectively, and with respect to 34% of the RSUs, on August 8, 2025. The vesting of the RSUs is subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 21:23 UTC | Gamida Cell Ltd. GMDA · Entity 94655 | GrantEmployee Share Option (Right to Buy) · Derivative | 77,900 | $0.00 Strike: $2.93 | $0.00 |
DisclosureSEC source: 0001209191-22-005914 · doc4.xml · derivative · entry 2 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,900 Underlying: Ordinary Shares · 77,900 shares Expires 2032-01-27 F1 · derivative.exercise_date: One fourth (1/4th) of the shares subject to the option award shall vest on January 28, 2023, and one twelfth (1/12th) of the remaining shares subject to the option award shall vest in equal quarterly installments thereafter, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 21:23 UTC | Gamida Cell Ltd. GMDA · Entity 94655 | GrantOrdinary Shares | 51,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005914 · doc4.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,000 Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 20:02 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Disposition to issuerStock Option (right to buy) · Derivative | 7,500 | $5.39 Strike: $12.76 | $40,425.00 |
DisclosureSEC source: 0001209191-20-054618 · doc4.xml · derivative · entry 3 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2030-03-18 F2 · derivative.exercise_date: This option, which provided that 1/4th of the shares would vest one year after March 19, 2020 and 1/48th of the shares would vest monthly thereafter over the next three years, was cancelled in connection with the merger of the Issuer with a wholly owned subsidiary of Ionis Pharmaceuticals, Inc. in exchange for a cash payment of $40,425.00, representing the difference between the exercise price of the option and the acquisition price of $18.15. Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 20:02 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | Disposition to issuerStock Option (right to buy) · Derivative | 13,750 | $1.16 Strike: $16.99 | $15,950.00 |
DisclosureSEC source: 0001209191-20-054618 · doc4.xml · derivative · entry 2 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,750 shares Expires 2030-01-01 F1 · derivative.exercise_date: This option, which provided that 1/4th of the shares would vest one year after January 2, 2020 and 1/48th of the shares would vest monthly thereafter over the next three years, was cancelled in connection with the merger of the Issuer with a wholly owned subsidiary of Ionis Pharmaceuticals, Inc. in exchange for a cash payment of $15,950.00, representing the difference between the exercise price of the option and the acquisition price of $18.15. Read SEC document |
| October 12, 2020 Filed Oct 13, 2020 20:02 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | OtherCommon Stock | 26,532 | $18.15 | $481,555.80 |
DisclosureSEC source: 0001209191-20-054618 · doc4.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 22, 2020 Filed Sep 24, 2020 20:25 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | SaleCommon Stock | 319 | $18.12 | $5,780.28 |
DisclosureSEC source: 0001209191-20-051894 · doc4.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,532 F1 · kind: Sale of shares of common stock to cover tax withholding obligations associated with the vesting of a Restricted Stock Unit Award granted to the Reporting Person on September 19, 2019. Read SEC document |
| July 17, 2020 Filed Jul 20, 2020 21:18 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | SaleCommon Stock | 263 | $12.50 | $3,287.79 |
DisclosureSEC source: 0001209191-20-043062 · doc4.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,851 F1 · kind: Sale of shares of common stock to cover tax withholding obligations associated with the vesting of a Restricted Stock Unit Award granted to the Reporting Person on January 15, 2020. Read SEC document |
| April 15, 2020 Filed Apr 15, 2020 21:30 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-024511 · doc4.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,114 F1 · shares: Represents restricted stock unit award granted under the Issuer's 2015 Equity Incentive Plan. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 20:44 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | SaleCommon Stock | 335 | $11.76 | $3,938.09 |
DisclosureSEC source: 0001209191-20-021123 · doc4.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,614 F1 · kind: Sale of shares of common stock to cover tax withholding obligations associated with the vesting of a Restricted Stock Unit Award granted to the Reporting Person on September 19, 2019. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 20:29 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $12.76 | $0.00 |
DisclosureSEC source: 0001209191-20-020637 · doc4.xml · derivative · entry 2 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2030-03-18 F2 · derivative.exercise_date: The shares vest as follows: 1/4th of the shares vest one year after March 19, 2020;1/48th of the shares vest monthly thereafter over the next three years. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 20:29 UTC | AKCEA THERAPEUTICS, INC. AKCA · Entity 145982 | GrantCommon Stock | 3,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020637 · doc4.xml · nonDerivative · entry 1 Patterson Joshua F. · CIK 0001805702 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,949 F1 · shares: Represents restricted stock unit award granted under the Issuer's 2015 Equity Incentive Plan. 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.