Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LENZ Therapeutics, Inc.LENZ · Entity 6475 | Chief Financial Officer | March 27, 2026 | March 30, 2026 |
| Regulus Therapeutics Inc.RGLS · Entity 78034 | Chief Financial Officer | July 01, 2019 | July 02, 2019 |
| Viracta Therapeutics, Inc.VIRX · Entity 85616 | CFO and COO | March 12, 2024 | March 13, 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.
LENZ Therapeutics, Inc.
Report date March 27, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,886 |
Reported balance
After 2026-03-27 transaction · row 1
1 source rowRow 1 · 2026-03-27 · Purchase · Acquired 7,500 · Balance 12,886 |
Regulus Therapeutics Inc.
Report date July 01, 2019 · Filed July 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,870 |
Reported balance
After 2019-07-01 transaction · row 1
1 source rowRow 1 · 2019-07-01 · Sale · Disposed 2,669 · Balance 77,870 F1: The sales reported on this Form 4 represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Restricted Stock Units (RSUs) received by the Reporting Person on 2/5/2019. These sales are made pursuant to an existing 10b5-1 plan under which the Reporting Person has irrevocably elected to satisfy the tax obligations through this sale and do not represent discretionary trades by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Restricted Stock Units (RSUs) received by the Reporting Person on 2/5/2019. These sales are made pursuant to an existing 10b5-1 plan under which the Reporting Person has irrevocably elected to satisfy the tax obligations through this sale and do not represent discretionary trades by the Reporting Person.
Viracta Therapeutics, Inc.
Report date March 12, 2024 · Filed March 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.99 · Expires 2034-03-12 | Direct | 200,000 |
Reported balance
After 2024-03-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-12 · Grant · Acquired 200,000 · Balance 200,000 F1: 1/48th of the total shares subject to the Option will vest each month on the same day of the month as the Vesting Commencement Date (as defined below), and if there is no corresponding day, the last day of the month, subject to the Reporting Person continuing to be a Service Provider in accordance with the Company's 2021 Equity Incentive Plan through each such date. The Vesting Commencement Date is January 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/48th of the total shares subject to the Option will vest each month on the same day of the month as the Vesting Commencement Date (as defined below), and if there is no corresponding day, the last day of the month, subject to the Reporting Person continuing to be a Service Provider in accordance with the Company's 2021 Equity Incentive Plan through each such date. The Vesting Commencement Date is January 1, 2024.
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 14, 2019 Filed May 16, 2019 17:21 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | GrantStock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $0.95 | $0.00 |
DisclosureSEC source: 0001209191-19-030506 · doc4.xml · derivative · entry 3 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2029-02-04 F3 · derivative.exercise_date: On February 5, 2019, the reporting person was granted an option to purchase the number of shares of common stock set forth in Box 5. The option vests only upon the achievement of a performance-based milestone. The performance criteria were met, resulting in vesting of the option. Upon achievement of the milestone, 50% of the options subject to the milestone immediately vest, with the remaining options vesting in 24 equal monthly installments following the vesting commencement date. Read SEC document |
| May 14, 2019 Filed May 16, 2019 17:21 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | GrantCommon Stock | 55,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030506 · doc4.xml · nonDerivative · entry 1 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,539 F1 · shares: On November 11, 2018, the reporting person was granted Restricted Stock Units in the Company's tender offer. The RSUs vest only upon the achievement of a performance-based milestone. The performance criteria were met, resulting in vesting of the RSUs. Upon achievement of the milestone, 50% of the RSU subject to the milestone immediately vest, with the remaining RSUs vesting quarterly in the 24 months following the vesting commencement date. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 16:16 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | SaleCommon Stock | 3,253 | $0.98 | $3,192.49 |
DisclosureSEC source: 0001209191-19-023087 · doc4.xml · nonDerivative · entry 1 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,372 F1 · shares: Sale of shares of common stock under an existing 10b5-1 Plan to cover tax withholding obligations incurred in connection with the vesting of the restricted stock unit award received by the Reporting Person on 2/5/2019. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 16:50 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | GrantStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $0.95 | $0.00 |
DisclosureSEC source: 0001209191-19-007774 · doc4.xml · derivative · entry 2 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2029-02-04 F2 · derivative.exercise_date: The stock option will vest ratably on a monthly basis over a 48 month period subject to the reporting person's continuous service to Regulus through each such vesting date. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 16:50 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | GrantCommon Stock | 30,000 | $0.95 | $28,500.00 |
DisclosureSEC source: 0001209191-19-007774 · doc4.xml · nonDerivative · entry 1 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,578 F1 · shares: Restricted Stock Units which vest ratably on a quarterly basis such that the grant is fully vested on December 31, 2019, subject to the reporting person's continuous service to Regulus through each such vesting date. Read SEC document |
| May 17, 2018 Filed May 21, 2018 16:37 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | GrantStock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $0.71 | $0.00 |
DisclosureSEC source: 0001209191-18-031884 · doc4.xml · derivative · entry 1 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2028-05-16 F1 · derivative.exercise_date: The option will vest in forty-eight equal monthly installments, such that the option will be fully vested four years from the date of grant, subject to the Reporting Person's continuous service to us. Read SEC document |
| January 05, 2018 Filed Jan 5, 2018 18:55 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | GrantStock Option (Right to Buy) · Derivative | 350,000 | $0.00 Strike: $1.24 | $0.00 |
DisclosureSEC source: 0001209191-18-002554 · doc4.xml · derivative · entry 1 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 Underlying: Common Stock · 350,000 shares Expires 2028-01-04 F1 · derivative.exercise_date: The option will vest in forty-eight equal monthly installments, such that the option will be fully vested four years from the date of grant, subject to the Reporting Person's continuous service to us. Read SEC document |
| July 25, 2017 Filed Jul 25, 2017 18:07 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | PurchaseCommon Stock | 54,945 | $0.91 | $49,999.95 |
DisclosureSEC source: 0001209191-17-046232 · doc4.xml · nonDerivative · entry 1 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,415 Read SEC document |
| May 10, 2017 Filed May 12, 2017 16:48 UTC | Regulus Therapeutics Inc. RGLS · Entity 78034 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $1.65 | $0.00 |
DisclosureSEC source: 0001209191-17-032011 · doc4.xml · derivative · entry 1 Chevallard Daniel R. · CIK 0001706176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2027-05-09 F1 · derivative.exercise_date: 25% of the shares vest on May 10, 2018 and the remainder of the shares vest in equal installments on a monthly basis thereafter, such that the option is fully vested on May 10, 2021. 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.