Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Averin Capital Acquisition Corp.ACAAU · Entity 5761 | Director · See Remarks · 10% owner | February 20, 2026 | March 03, 2026 |
| Oaktree Acquisition Corp. III Life SciencesOACC · Entity 6078 | Director | October 17, 2025 | October 22, 2025 |
| Omega Therapeutics, Inc.OMGA · Entity 83618 | Director | August 03, 2021 | August 03, 2021 |
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.
Averin Capital Acquisition Corp.
Report date February 20, 2026 · Filed March 03, 2026
Jointly reported with Averin Capital Acquisition Sponsor LLC, Handel Rose LLC, Berry Eric Z.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 200,000 |
Reported balance
After 2025-02-20 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-02-20 · Purchase · Acquired 200,000 · Balance 200,000 F1: Represents shares underlying the private placement units (each unit consisting of one Class A ordinary share and one-sixth of one warrant, each whole warrant exercisable to purchase one Class A ordinary share) directly held by Averin Capital Acquisition Sponsor LLC (the "Sponsor"), and which were acquired pursuant to a Private Placement Units Purchase Agreement by and between the Sponsor and Averin Capital Acquisition Corp. (the "Issuer"). Does not include 7,187,500 Class B ordinary shares, which shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293082). F2: The Sponsor is the record holder of such shares. Handel Rose LLC, is the sole managing member of the Sponsor and controls the management of the Sponsor, including the exercise of voting and investment discretion over the securities of the Issuer held by the Sponsor. Eric Berry and David Berry are the managers of Handel Rose LLC. David Berry and Eric Berry both may be deemed to have beneficial ownership of the securities held of record by the Sponsor. Each such person disclaims any beneficial ownership of the securities reported herein other than to the extent of any pecuniary interest they may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares underlying the private placement units (each unit consisting of one Class A ordinary share and one-sixth of one warrant, each whole warrant exercisable to purchase one Class A ordinary share) directly held by Averin Capital Acquisition Sponsor LLC (the "Sponsor"), and which were acquired pursuant to a Private Placement Units Purchase Agreement by and between the Sponsor and Averin Capital Acquisition Corp. (the "Issuer"). Does not include 7,187,500 Class B ordinary shares, which shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293082).
F2: The Sponsor is the record holder of such shares. Handel Rose LLC, is the sole managing member of the Sponsor and controls the management of the Sponsor, including the exercise of voting and investment discretion over the securities of the Issuer held by the Sponsor. Eric Berry and David Berry are the managers of Handel Rose LLC. David Berry and Eric Berry both may be deemed to have beneficial ownership of the securities held of record by the Sponsor. Each such person disclaims any beneficial ownership of the securities reported herein other than to the extent of any pecuniary interest they may have therein, directly or indirectly.
Oaktree Acquisition Corp. III Life Sciences
Report date October 17, 2025 · Filed October 22, 2025
This filing explicitly reported no securities owned.
Omega Therapeutics, Inc.
Report date August 03, 2021 · Filed August 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,082 |
Reported balance
After 2021-08-03 transaction · row 1
1 source rowRow 1 · 2021-08-03 · Purchase · Acquired 53,082 · Balance 53,082 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Axcella Health Inc.
Report date May 20, 2020 · Filed May 22, 2020
Section 16 reporting ended · disclosed 2020-05-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| February 20, 2025 Filed Feb 20, 2026 17:00 UTC | Averin Capital Acquisition Corp. ACAAU · Entity 5761 | PurchaseClass A Ordinary Shares | 200,000 | $10.00 | $2,000,000.00 |
DisclosureSEC source: 0001213900-26-018867 · ownership.xml · nonDerivative · entry 1 Averin Capital Acquisition Sponsor LLC · CIK 0002108995 · Director · See Remarks · 10% owner BERRY DAVID A · CIK 0001204876 · Director · See Remarks · 10% owner Handel Rose LLC · CIK 0002108994 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 F1 · shares: Represents shares underlying the private placement units (each unit consisting of one Class A ordinary share and one-sixth of one warrant, each whole warrant exercisable to purchase one Class A ordinary share) directly held by Averin Capital Acquisition Sponsor LLC (the "Sponsor"), and which were acquired pursuant to a Private Placement Units Purchase Agreement by and between the Sponsor and Averin Capital Acquisition Corp. (the "Issuer"). Does not include 7,187,500 Class B ordinary shares, which shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293082). F1 · balance_after: Represents shares underlying the private placement units (each unit consisting of one Class A ordinary share and one-sixth of one warrant, each whole warrant exercisable to purchase one Class A ordinary share) directly held by Averin Capital Acquisition Sponsor LLC (the "Sponsor"), and which were acquired pursuant to a Private Placement Units Purchase Agreement by and between the Sponsor and Averin Capital Acquisition Corp. (the "Issuer"). Does not include 7,187,500 Class B ordinary shares, which shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293082). F2 · ownership.direct: The Sponsor is the record holder of such shares. Handel Rose LLC, is the sole managing member of the Sponsor and controls the management of the Sponsor, including the exercise of voting and investment discretion over the securities of the Issuer held by the Sponsor. Eric Berry and David Berry are the managers of Handel Rose LLC. David Berry and Eric Berry both may be deemed to have beneficial ownership of the securities held of record by the Sponsor. Each such person disclaims any beneficial ownership of the securities reported herein other than to the extent of any pecuniary interest they may have therein, directly or indirectly. Read SEC document |
| February 20, 2025 Filed Mar 3, 2026 17:07 UTC | Averin Capital Acquisition Corp. ACAAU · Entity 5761 | PurchaseClass A Ordinary Shares | 200,000 | $10.00 | $2,000,000.00 |
DisclosureSEC source: 0001213900-26-023169 · ownership.xml · nonDerivative · entry 1 Averin Capital Acquisition Sponsor LLC · CIK 0002108995 · Director · See Remarks · 10% owner BERRY DAVID A · CIK 0001204876 · Director · See Remarks · 10% owner Handel Rose LLC · CIK 0002108994 · 10% owner Berry Eric Z. · CIK 0002115065 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 F1 · shares: Represents shares underlying the private placement units (each unit consisting of one Class A ordinary share and one-sixth of one warrant, each whole warrant exercisable to purchase one Class A ordinary share) directly held by Averin Capital Acquisition Sponsor LLC (the "Sponsor"), and which were acquired pursuant to a Private Placement Units Purchase Agreement by and between the Sponsor and Averin Capital Acquisition Corp. (the "Issuer"). Does not include 7,187,500 Class B ordinary shares, which shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293082). F1 · balance_after: Represents shares underlying the private placement units (each unit consisting of one Class A ordinary share and one-sixth of one warrant, each whole warrant exercisable to purchase one Class A ordinary share) directly held by Averin Capital Acquisition Sponsor LLC (the "Sponsor"), and which were acquired pursuant to a Private Placement Units Purchase Agreement by and between the Sponsor and Averin Capital Acquisition Corp. (the "Issuer"). Does not include 7,187,500 Class B ordinary shares, which shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as described under the heading "Description of Securities--Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-293082). F2 · ownership.direct: The Sponsor is the record holder of such shares. Handel Rose LLC, is the sole managing member of the Sponsor and controls the management of the Sponsor, including the exercise of voting and investment discretion over the securities of the Issuer held by the Sponsor. Eric Berry and David Berry are the managers of Handel Rose LLC. David Berry and Eric Berry both may be deemed to have beneficial ownership of the securities held of record by the Sponsor. Each such person disclaims any beneficial ownership of the securities reported herein other than to the extent of any pecuniary interest they may have therein, directly or indirectly. Read SEC document |
| August 03, 2021 Filed Aug 3, 2021 17:15 UTC | Omega Therapeutics, Inc. OMGA · Entity 83618 | PurchaseCommon Stock | 53,082 | $17.00 | $902,394.00 |
DisclosureSEC source: 0000899243-21-031303 · doc4.xml · nonDerivative · entry 1 BERRY DAVID A · CIK 0001204876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,082 Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 17:05 UTC | Omega Therapeutics, Inc. OMGA · Entity 83618 | GrantStock Option (Right to Buy) · Derivative | 19,852 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-21-030837 · doc4.xml · derivative · entry 1 BERRY DAVID A · CIK 0001204876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,852 Underlying: Common Stock · 19,852 shares Expires 2031-07-28 F1 · derivative.exercise_date: The options vest and become exercisable as to 100% of the underlying shares on the earlier of (i) July 29, 2022 or (ii) the date of the Issuer's next annual meeting of stockholders held after July 29, 2021, subject to the Reporting Person's continued service to the Issuer through such vesting date. Read SEC document |
| May 22, 2019 Filed May 24, 2019 16:03 UTC | Axcella Health Inc. AXLA · Entity 116059 | GrantStock Option (Right to Buy) · Derivative | 11,000 | $0.00 Strike: $14.28 | $0.00 |
DisclosureSEC source: 0001104659-19-031776 · a4.xml · derivative · entry 1 BERRY DAVID A · CIK 0001204876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 11,000 shares Expires 2029-05-21 F1 · derivative.exercise_date: This option shall vest and become fully exercisable on the earlier of the first anniversary following the date of grant or the next scheduled Annual Meeting. 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.