Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cartesian Therapeutics, Inc.RNAC · Entity 6015 | 10% owner | April 02, 2026 | April 06, 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.
Cartesian Therapeutics, Inc.
Report date April 02, 2026 · Filed April 06, 2026
Jointly reported with Seven One Eight Three Four Irrevocable Trust
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectas trustee | 5,313,261 |
Reported balance
After 2026-04-02 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-04-02 · Exercise / conversion · Acquired 758,001 · Balance 5,313,261 F1: On April 2, 2026, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F2: Shares are held by the Trust. The reporting person is a trustee of the Trust. |
| Series A Non-Voting Convertible Preferred StockSEC Table II · derivative / convertible security | Indirectas trustee | 33,662.224 |
Reported balance
After 2026-04-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-02 · Exercise / conversion · Disposed 22,740.03 · Balance 33,662.224 F1: On April 2, 2026, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F3: On November 13, 2023, the issuer acquired the private Delaware corporation which was then known as Cartesian Therapeutics, Inc. in accordance with the terms of an Agreement and Plan of Merger, dated November 13, 2023 (the "Merger"). These securities represent merger consideration payable as a result of the closing of the Merger and securities purchased in a private placement in November 2023. F2: Shares are held by the Trust. The reporting person is a trustee of the Trust. |
| Common StockSEC Table I · non-derivative | Indirectby spouse | 506,999 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 506,999 |
Filing footnotes · ownership attribution and instrument terms
F1: On April 2, 2026, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation.
F2: Shares are held by the Trust. The reporting person is a trustee of the Trust.
F3: On November 13, 2023, the issuer acquired the private Delaware corporation which was then known as Cartesian Therapeutics, Inc. in accordance with the terms of an Agreement and Plan of Merger, dated November 13, 2023 (the "Merger"). These securities represent merger consideration payable as a result of the closing of the Merger and securities purchased in a private placement in November 2023.
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 02, 2026 Filed Apr 6, 2026 20:28 UTC | Cartesian Therapeutics, Inc. RNAC · Entity 6015 | Exercise / conversionSeries A Non-Voting Convertible Preferred Stock · Derivative | 22,740.03 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002064832-26-000149 · form4.xml · derivative · entry 3 Hoge Elizabeth · CIK 0002000987 · 10% owner Seven One Eight Three Four Irrevocable Trust · CIK 0002000959 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · as trustee Disclosed balance after: 33,662.224 Underlying: Common Stock · 758,001 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On April 2, 2026, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F3 · price: On November 13, 2023, the issuer acquired the private Delaware corporation which was then known as Cartesian Therapeutics, Inc. in accordance with the terms of an Agreement and Plan of Merger, dated November 13, 2023 (the "Merger"). These securities represent merger consideration payable as a result of the closing of the Merger and securities purchased in a private placement in November 2023. F1 · derivative.exercise_date: On April 2, 2026, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F1 · derivative.expiration_date: On April 2, 2026, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F2 · ownership.nature: Shares are held by the Trust. The reporting person is a trustee of the Trust. Read SEC document |
| April 02, 2026 Filed Apr 6, 2026 20:28 UTC | Cartesian Therapeutics, Inc. RNAC · Entity 6015 | Exercise / conversionCommon Stock | 758,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002064832-26-000149 · form4.xml · nonDerivative · entry 1 Hoge Elizabeth · CIK 0002000987 · 10% owner Seven One Eight Three Four Irrevocable Trust · CIK 0002000959 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · as trustee Disclosed balance after: 5,313,261 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On April 2, 2026, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F2 · ownership.nature: Shares are held by the Trust. The reporting person is a trustee of the Trust. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:43 UTC | Cartesian Therapeutics, Inc. RNAC · Entity 6015 | Exercise / conversionSeries A Non-Voting Convertible Preferred Stock · Derivative | 45,551.19 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-017675 · form4.xml · derivative · entry 3 Hoge Elizabeth · CIK 0002000987 · 10% owner Seven One Eight Three Four Irrevocable Trust · CIK 0002000959 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · as trustee Disclosed balance after: 56,402.254 Underlying: Common Stock · 1,518,373 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On October 11, 2024, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F3 · price: On November 13, 2023, the issuer acquired the private Delaware corporation which was then known as Cartesian Therapeutics, Inc. in accordance with the terms of an Agreement and Plan of Merger, dated November 13, 2023 (the "Merger"). These securities represent merger consideration payable as a result of the closing of the Merger and securities purchased in a private placement in November 2023. F1 · derivative.exercise_date: On October 11, 2024, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F1 · derivative.expiration_date: On October 11, 2024, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F2 · ownership.nature: Shares are held by the Trust. The reporting person is a trustee of the Trust. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:43 UTC | Cartesian Therapeutics, Inc. RNAC · Entity 6015 | Exercise / conversionCommon Stock | 1,518,373 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-017675 · form4.xml · nonDerivative · entry 1 Hoge Elizabeth · CIK 0002000987 · 10% owner Seven One Eight Three Four Irrevocable Trust · CIK 0002000959 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · as trustee Disclosed balance after: 4,555,260 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On October 11, 2024, Seven One Eight Three Four Irrevocable Trust (the "Trust") elected to convert a portion of its shares of the issuer's Series A Non-Voting Convertible Preferred Stock into shares of the issuer's common stock. The remaining shares of the issuer's Series A Non-Voting Convertible Preferred Stock held by the Trust are subject to a beneficial ownership limitation. F2 · ownership.nature: Shares are held by the Trust. The reporting person is a trustee of the Trust. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:20 UTC | Cartesian Therapeutics, Inc. RNAC · Entity 6015 | ConversionSeries A Non-Voting Convertible Preferred Stock · Derivative | 14,755.609 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-008251 · form4.xml · derivative · entry 4 Hoge Elizabeth · CIK 0002000987 · 10% owner Seven One Eight Three Four Irrevocable Trust · CIK 0002000959 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · by spouse Disclosed balance after: 0 Underlying: Common Stock · 491,853 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Following the approval by the stockholders of the issuer of the conversion of the Series A Non-Voting Convertible Preferred Stock of the issuer ("Series A Preferred Stock") into shares of common stock of the issuer ("Common Stock"), each share of Series A Preferred Stock automatically converted into 33-1/3 shares of Common Stock, subject to certain limitations, including that a holder of Series A Preferred Stock is prohibited from converting shares of Series Preferred Stock into shares of Common Stock if, as a result of such conversion, such holder, together with its affiliates, would beneficially own more than 19.9% of the total number of shares of Common Stock issued and outstanding immediately after giving effect to such conversion. F1 · derivative.exercise_date: Following the approval by the stockholders of the issuer of the conversion of the Series A Non-Voting Convertible Preferred Stock of the issuer ("Series A Preferred Stock") into shares of common stock of the issuer ("Common Stock"), each share of Series A Preferred Stock automatically converted into 33-1/3 shares of Common Stock, subject to certain limitations, including that a holder of Series A Preferred Stock is prohibited from converting shares of Series Preferred Stock into shares of Common Stock if, as a result of such conversion, such holder, together with its affiliates, would beneficially own more than 19.9% of the total number of shares of Common Stock issued and outstanding immediately after giving effect to such conversion. F1 · derivative.expiration_date: Following the approval by the stockholders of the issuer of the conversion of the Series A Non-Voting Convertible Preferred Stock of the issuer ("Series A Preferred Stock") into shares of common stock of the issuer ("Common Stock"), each share of Series A Preferred Stock automatically converted into 33-1/3 shares of Common Stock, subject to certain limitations, including that a holder of Series A Preferred Stock is prohibited from converting shares of Series Preferred Stock into shares of Common Stock if, as a result of such conversion, such holder, together with its affiliates, would beneficially own more than 19.9% of the total number of shares of Common Stock issued and outstanding immediately after giving effect to such conversion. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:20 UTC | Cartesian Therapeutics, Inc. RNAC · Entity 6015 | ConversionSeries A Non-Voting Convertible Preferred Stock · Derivative | 87,802.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-008251 · form4.xml · derivative · entry 3 Hoge Elizabeth · CIK 0002000987 · 10% owner Seven One Eight Three Four Irrevocable Trust · CIK 0002000959 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · by trust Disclosed balance after: 101,953.444 Underlying: Common Stock · 2,926,764 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Following the approval by the stockholders of the issuer of the conversion of the Series A Non-Voting Convertible Preferred Stock of the issuer ("Series A Preferred Stock") into shares of common stock of the issuer ("Common Stock"), each share of Series A Preferred Stock automatically converted into 33-1/3 shares of Common Stock, subject to certain limitations, including that a holder of Series A Preferred Stock is prohibited from converting shares of Series Preferred Stock into shares of Common Stock if, as a result of such conversion, such holder, together with its affiliates, would beneficially own more than 19.9% of the total number of shares of Common Stock issued and outstanding immediately after giving effect to such conversion. F1 · derivative.exercise_date: Following the approval by the stockholders of the issuer of the conversion of the Series A Non-Voting Convertible Preferred Stock of the issuer ("Series A Preferred Stock") into shares of common stock of the issuer ("Common Stock"), each share of Series A Preferred Stock automatically converted into 33-1/3 shares of Common Stock, subject to certain limitations, including that a holder of Series A Preferred Stock is prohibited from converting shares of Series Preferred Stock into shares of Common Stock if, as a result of such conversion, such holder, together with its affiliates, would beneficially own more than 19.9% of the total number of shares of Common Stock issued and outstanding immediately after giving effect to such conversion. F1 · derivative.expiration_date: Following the approval by the stockholders of the issuer of the conversion of the Series A Non-Voting Convertible Preferred Stock of the issuer ("Series A Preferred Stock") into shares of common stock of the issuer ("Common Stock"), each share of Series A Preferred Stock automatically converted into 33-1/3 shares of Common Stock, subject to certain limitations, including that a holder of Series A Preferred Stock is prohibited from converting shares of Series Preferred Stock into shares of Common Stock if, as a result of such conversion, such holder, together with its affiliates, would beneficially own more than 19.9% of the total number of shares of Common Stock issued and outstanding immediately after giving effect to such conversion. F2 · ownership.nature: Shares are owned directly by Seven One Eight Three Four Irrevocable Trust (the "Trust"). The reporting person is a trustee and beneficiary of the Trust. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:20 UTC | Cartesian Therapeutics, Inc. RNAC · Entity 6015 | ConversionCommon Stock | 491,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-008251 · form4.xml · nonDerivative · entry 2 Hoge Elizabeth · CIK 0002000987 · 10% owner Seven One Eight Three Four Irrevocable Trust · CIK 0002000959 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · by spouse Disclosed balance after: 506,377 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Following the approval by the stockholders of the issuer of the conversion of the Series A Non-Voting Convertible Preferred Stock of the issuer ("Series A Preferred Stock") into shares of common stock of the issuer ("Common Stock"), each share of Series A Preferred Stock automatically converted into 33-1/3 shares of Common Stock, subject to certain limitations, including that a holder of Series A Preferred Stock is prohibited from converting shares of Series Preferred Stock into shares of Common Stock if, as a result of such conversion, such holder, together with its affiliates, would beneficially own more than 19.9% of the total number of shares of Common Stock issued and outstanding immediately after giving effect to such conversion. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:20 UTC | Cartesian Therapeutics, Inc. RNAC · Entity 6015 | ConversionCommon Stock | 2,926,764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-008251 · form4.xml · nonDerivative · entry 1 Hoge Elizabeth · CIK 0002000987 · 10% owner Seven One Eight Three Four Irrevocable Trust · CIK 0002000959 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · as trustee Disclosed balance after: 3,036,887 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Following the approval by the stockholders of the issuer of the conversion of the Series A Non-Voting Convertible Preferred Stock of the issuer ("Series A Preferred Stock") into shares of common stock of the issuer ("Common Stock"), each share of Series A Preferred Stock automatically converted into 33-1/3 shares of Common Stock, subject to certain limitations, including that a holder of Series A Preferred Stock is prohibited from converting shares of Series Preferred Stock into shares of Common Stock if, as a result of such conversion, such holder, together with its affiliates, would beneficially own more than 19.9% of the total number of shares of Common Stock issued and outstanding immediately after giving effect to such conversion. F2 · ownership.nature: Shares are owned directly by Seven One Eight Three Four Irrevocable Trust (the "Trust"). The reporting person is a trustee and beneficiary of the Trust. 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.