Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kalaris Therapeutics, Inc.KLRS · Entity 6805 | Chief Medical Officer | March 19, 2026 | March 20, 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.
Kalaris Therapeutics, Inc.
Report date March 19, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.81 · Expires 2036-03-18 | Direct | 135,000 |
Reported balance
After 2026-03-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-19 · Grant · Acquired 135,000 · Balance 135,000 F1: The option was granted on March 19, 2026. The shares underlying the option are scheduled to vest over four years, with 25% of the shares underlying the option vesting on March 19, 2027, and the remainder vesting in equal monthly installments thereafter, subject to continuous service. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was granted on March 19, 2026. The shares underlying the option are scheduled to vest over four years, with 25% of the shares underlying the option vesting on March 19, 2027, and the remainder vesting in equal monthly installments thereafter, subject to continuous service.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
APPLIED GENETIC TECHNOLOGIES CORP
Report date July 29, 2019 · Filed July 31, 2019
Section 16 reporting ended · disclosed 2019-07-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.91 · Expires 2029-07-29 | Direct | 100,000 |
Reported balance
After 2019-07-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-07-29 · Grant · Acquired 100,000 · Balance 100,000 F1: Option becomes exercisable based on the achievement of certain performance milestones. For each milestone met, the option vests as to 16,666.6667 shares of the Company's common stock in accordance with the following schedule: 25% of the underlying shares for such milestone vest on achievement of such milestone, and thereafter the remaining underlying shares for such milestone vest in equal monthly installments over three years, resulting in the option being exercisable for 100% of the underlying shares for such milestone on the third anniversary of the achievement of the applicable milestone. |
Filing footnotes · ownership attribution and instrument terms
F1: Option becomes exercisable based on the achievement of certain performance milestones. For each milestone met, the option vests as to 16,666.6667 shares of the Company's common stock in accordance with the following schedule: 25% of the underlying shares for such milestone vest on achievement of such milestone, and thereafter the remaining underlying shares for such milestone vest in equal monthly installments over three years, resulting in the option being exercisable for 100% of the underlying shares for such milestone on the third anniversary of the achievement of the applicable milestone.
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 |
|---|---|---|---|---|---|---|
| January 11, 2018 Filed Apr 6, 2018 20:26 UTC Amendment | APPLIED GENETIC TECHNOLOGIES CORP AGTC · Entity 121949 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001716950-18-000010 · edgar.xml · nonDerivative · entry 1 Feinsod Matthew · CIK 0001716950 · Interim Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,253 F1 · shares: The common stock vested immediately upon grant. F2 · balance_after: Such number has been updated to reflect a Form 4 filed on the date hereof that reported the number of shares withheld in connection with the reporting person's tax obligation as a result of the vesting of a restricted stock award on December 11, 2017. Read SEC document |
| December 11, 2017 Filed Apr 6, 2018 20:15 UTC | APPLIED GENETIC TECHNOLOGIES CORP AGTC · Entity 121949 | Tax withholdingCommon Stock | 3,395 | $3.75 | $12,731.25 |
DisclosureSEC source: 0001716950-18-000008 · edgar.xml · nonDerivative · entry 1 Feinsod Matthew · CIK 0001716950 · Interim Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,253 F1 · shares: Shares forfeited in connection with tax withholding as a result of vesting of restricted stock awarded on December 11, 2017. Read SEC document |
| September 14, 2017 Filed Sep 15, 2017 17:07 UTC | APPLIED GENETIC TECHNOLOGIES CORP AGTC · Entity 121949 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-022152 · doc4.xml · nonDerivative · entry 1 Feinsod Matthew · CIK 0001716950 · Interim Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,648 F1 · shares: The common stock shall vest on December 11, 2017, provided that Mr. Feinsod has remained employed as Interim Chief Medical Officer through such date; however, if Applied Genetic Technologies Corporation elects to terminate Mr. Feinsod's employment as Interim Chief Medical Officer on or before December 11, 2017, the shares shall vest on the date of termination. 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.