Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avalo Therapeutics, Inc.AVTX · Entity 4936 | Director | March 28, 2026 | March 31, 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.
Avalo Therapeutics, Inc.
Report date March 28, 2026 · Filed March 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,166 |
Reported balance
After 2026-03-28 transaction · row 1
1 source rowRow 1 · 2026-03-28 · Exercise / conversion · Acquired 3,166 · Balance 3,166 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,167 |
Reported balance
After 2026-03-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-28 · Exercise / conversion · Disposed 3,166 · Balance 3,167 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On August 13, 2024, the Reporting Person was granted 9,500 restricted stock units, vesting 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On August 13, 2024, the Reporting Person was granted 9,500 restricted stock units, vesting 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting 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 |
|---|---|---|---|---|---|---|
| March 28, 2026 Filed Mar 31, 2026 20:09 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | Exercise / conversionRestricted Stock Units · Derivative | 3,166 | $0.00 | $0.00 |
DisclosureSEC source: 0002013869-26-000002 · form4-03312026_080309.xml · derivative · entry 2 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,167 Underlying: Common Stock · 3,166 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On August 13, 2024, the Reporting Person was granted 9,500 restricted stock units, vesting 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting date. F2 · derivative.expiration_date: On August 13, 2024, the Reporting Person was granted 9,500 restricted stock units, vesting 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| March 28, 2026 Filed Mar 31, 2026 20:09 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | Exercise / conversionCommon Stock | 3,166 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002013869-26-000002 · form4-03312026_080309.xml · nonDerivative · entry 1 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,166 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 21:05 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,200 | $0.00 Strike: $9.88 | $0.00 |
DisclosureSEC source: 0002013869-25-000002 · primary_doc.xml · derivative · entry 4 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,400 Underlying: Common Stock · 8,200 shares Expires 2034-08-13 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. F2 · derivative.exercise_date: The stock option vests 1/3 on March 28, 2025, March 28, 2026 and March 28, 2027, subject to the Eligible Director's continued service on such vesting date. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 21:05 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | SaleCommon Stock | 8,200 | $14.35 | $117,648.68 |
DisclosureSEC source: 0002013869-25-000002 · primary_doc.xml · nonDerivative · entry 3 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The reported securities were sold in multiple transactions at prices ranging from $14.02 to $14.60. 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 such range. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 21:05 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | Exercise / conversionCommon Stock | 8,200 | $9.88 | $81,016.00 |
DisclosureSEC source: 0002013869-25-000002 · primary_doc.xml · nonDerivative · entry 2 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,200 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. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 21:05 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | SaleCommon Stock | 3,167 | $14.30 | $45,288.10 |
DisclosureSEC source: 0002013869-25-000002 · primary_doc.xml · nonDerivative · entry 1 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 20:35 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 20,100 | $0.00 Strike: $4.47 | $0.00 |
DisclosureSEC source: 0001578563-25-000323 · primary_doc.xml · derivative · entry 1 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,100 Underlying: Common Stock · 20,100 shares Expires 2035-06-17 F1 · derivative.exercise_date: The stock option vests 100% on the first anniversary of the date of grant, subject to the Eligible Director's continued service on such vesting date. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 20:55 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | Exercise / conversionRestricted Stock Units · Derivative | 3,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000203 · primary_doc.xml · derivative · entry 2 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,333 Underlying: Common Stock · 3,167 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On August 13, 2024, the Reporting Person was granted 9,500 restricted stock units, vesting 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting date. F2 · derivative.expiration_date: On August 13, 2024, the Reporting Person was granted 9,500 restricted stock units, vesting 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 20:55 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | Exercise / conversionCommon Stock | 3,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000203 · primary_doc.xml · nonDerivative · entry 1 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,167 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 13, 2024 Filed Aug 14, 2024 21:04 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantRestricted Stock Units · Derivative | 9,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000370 · primary_doc.xml · derivative · entry 2 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,500 Underlying: Common Stock · 9,500 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock upon the vesting date. F3 · derivative.exercise_date: The RSUs vest 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting date. F3 · derivative.expiration_date: The RSUs vest 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| August 13, 2024 Filed Aug 14, 2024 21:04 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 24,600 | $0.00 Strike: $9.88 | $0.00 |
DisclosureSEC source: 0001578563-24-000370 · primary_doc.xml · derivative · entry 1 Goldman Jonathan · CIK 0002013869 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,600 Underlying: Common Stock · 24,600 shares Expires 2034-08-13 F1 · derivative.exercise_date: The stock option vests 1/3 on March 28, 2025, March 28, 2026, and March 28, 2027, subject to the Reporting Person's continued service on such vesting 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.