Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acumen Pharmaceuticals, Inc.ABOS · Entity 6281 | Chief Legal Officer & Corp Sec | March 06, 2026 | March 10, 2026 |
| GENOCEA BIOSCIENCES, INC.GNCA · Entity 12635 | SENIOR VP AND GENERAL COUNSEL | February 07, 2019 | February 11, 2019 |
| X4 Pharmaceuticals, IncXFOR · Entity 5638 | Chief Legal Officer | August 17, 2022 | August 19, 2022 |
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.
Acumen Pharmaceuticals, Inc.
Report date March 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 173,999 |
Ending reported balance
After 2026-03-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-06 · Exercise / conversion · Acquired 2,090 · Balance 176,089 Row 2 · 2026-03-06 · Sale · Disposed 2,090 · Balance 173,999 F1: The reported sales occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2025. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.85 · Expires 2035-01-06 | Direct | 71,048 |
Reported balance
After 2026-03-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-06 · Exercise / conversion · Disposed 2,090 · Balance 71,048 F2: The shares subject to the option will vest in 48 equal monthly installments such that the option is fully vested on the fourth anniversary of the date of grant, subject to the Reporting Person's continuous service through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sales occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2025.
F2: The shares subject to the option will vest in 48 equal monthly installments such that the option is fully vested on the fourth anniversary of the date of grant, subject to the Reporting Person's continuous service through each such vesting date.
GENOCEA BIOSCIENCES, INC.
Report date February 07, 2019 · Filed February 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.54 · Expires 2029-02-07 | Direct | 200,000 |
Reported balance
After 2019-02-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-02-07 · Grant · Acquired 200,000 · Balance 200,000 F1: The Stock Option will vest as to 1/4th of the shares subject to the option on the first anniversary of the Grant Date and thereafter as to 1/36th of the shares on each subsequent monthly anniversary of February 7, 2020 (rounded down to the nearest whole share, except for the final vesting period, with respect to which all remaining shares will vest). |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Option will vest as to 1/4th of the shares subject to the option on the first anniversary of the Grant Date and thereafter as to 1/36th of the shares on each subsequent monthly anniversary of February 7, 2020 (rounded down to the nearest whole share, except for the final vesting period, with respect to which all remaining shares will vest).
X4 Pharmaceuticals, Inc
Report date August 17, 2022 · Filed August 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 145,155 |
Reported balance
After 2022-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-08-17 · Sale · Disposed 8,334 · Balance 145,155 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan. F2: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $1.155 to $1.215, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. F3: Represents unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $1.155 to $1.215, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.
F3: Represents unvested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| November 26, 2019 Filed Nov 27, 2019 16:10 UTC | X4 Pharmaceuticals, Inc XFOR · Entity 5638 | GrantStock Option (right to buy) · Derivative | 55,000 | $0.00 Strike: $11.03 | $0.00 |
DisclosureSEC source: 0001628280-19-014580 · wf-form4_157488901181061.xml · derivative · entry 1 Meisner Derek M · CIK 0001752461 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: Common Stock · 55,000 shares Expires 2029-11-25 F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on November 26, 2020, with the remainder vesting in equal installments of 2.0833% of the shares subject to the option on the last day of each successive month thereafter for a period of 36 months, subject to the Reporting Person continuing to provide services through each such date. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 20:59 UTC | GENOCEA BIOSCIENCES, INC. GNCA · Entity 12635 | GrantStock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $0.54 | $0.00 |
DisclosureSEC source: 0001457612-19-000013 · wf-form4_154993672902137.xml · derivative · entry 1 Meisner Derek M · CIK 0001752461 · SENIOR VP AND GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2029-02-07 F1 · derivative.exercise_date: The Stock Option will vest as to 1/4th of the shares subject to the option on the first anniversary of the Grant Date and thereafter as to 1/36th of the shares on each subsequent monthly anniversary of February 7, 2020 (rounded down to the nearest whole share, except for the final vesting period, with respect to which all remaining shares will vest). Read SEC document |
| September 20, 2018 Filed Sep 21, 2018 16:03 UTC | GENOCEA BIOSCIENCES, INC. GNCA · Entity 12635 | GrantStock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $0.51 | $0.00 |
DisclosureSEC source: 0001457612-18-000086 · wf-form4_153756019707841.xml · derivative · entry 1 Meisner Derek M · CIK 0001752461 · SENIOR VP AND GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2028-09-20 F1 · derivative.exercise_date: The Stock Option shall become exercisable as to 25% of the maximum number of shares on September 10, 2019, and as to an additional 2.0833% of the total number of shares on each monthly anniversary thereafter 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.