Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intellia Therapeutics, Inc.NTLA · Entity 4585 | EVP, General Counsel | March 01, 2026 | March 03, 2026 |
| Kura Oncology, Inc.KURA · Entity 4871 | Chief Legal Officer | January 26, 2021 | January 28, 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.
Intellia Therapeutics, Inc.
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,005 |
Reported balance
After 2026-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-01 · Grant · Acquired 46,080 · Balance 158,005 F1: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit |
| Common StockSEC Table I · non-derivative | Direct | 156,794 |
Reported balance
After 2026-03-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-02 · Sale · Disposed 1,211 · Balance 156,794 F2: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on March 1, 2026, and does not represent a volitional trade by the Reporting Person. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.78 · Expires 2036-02-29 | Direct | 65,829 |
Reported balance
After 2026-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-01 · Grant · Acquired 65,829 · Balance 65,829 F3: This option was granted on March 1, 2026 with respect to shares of Common Stock, with 33% vesting on January 1, 2027 and the remaining 67% vesting in 24 substantially equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit
F2: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on March 1, 2026, and does not represent a volitional trade by the Reporting Person.
F3: This option was granted on March 1, 2026 with respect to shares of Common Stock, with 33% vesting on January 1, 2027 and the remaining 67% vesting in 24 substantially equal monthly installments thereafter.
Kura Oncology, Inc.
Report date January 26, 2021 · Filed January 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $32.80 · Expires 2031-01-25 | Direct | 125,000 |
Reported balance
After 2021-01-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-01-26 · Grant · Acquired 125,000 · Balance 125,000 F1: This option vests in 48 equal monthly installments commencing on the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests in 48 equal monthly installments commencing on the grant 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 02, 2026 Filed Mar 3, 2026 21:18 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 1,211 | $13.78 | $16,687.58 |
DisclosureSEC source: 0001193125-26-088260 · ownership.xml · nonDerivative · entry 2 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,794 F2 · kind: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on March 1, 2026, and does not represent a volitional trade by the Reporting Person. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:18 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 65,829 | $0.00 Strike: $13.78 | $0.00 |
DisclosureSEC source: 0001193125-26-088260 · ownership.xml · derivative · entry 3 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,829 Underlying: Common Stock · 65,829 shares Expires 2036-02-29 F3 · derivative.exercise_date: This option was granted on March 1, 2026 with respect to shares of Common Stock, with 33% vesting on January 1, 2027 and the remaining 67% vesting in 24 substantially equal monthly installments thereafter. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:18 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 46,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088260 · ownership.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,005 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 21:05 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 10,397 | $9.21 | $95,756.37 |
DisclosureSEC source: 0001193125-26-006291 · ownership.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,528 F1 · kind: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on January 1, 2026, and does not represent a volitional trade by the Reporting Person. Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 21:21 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 2,572 | $8.99 | $23,122.28 |
DisclosureSEC source: 0000950170-25-032086 · ownership.xml · nonDerivative · entry 2 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,925 F2 · kind: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on March 1, 2025, and does not represent a volitional trade by the Reporting Person. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:21 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 57,143 | $0.00 Strike: $10.09 | $0.00 |
DisclosureSEC source: 0000950170-25-032086 · ownership.xml · derivative · entry 3 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,143 Underlying: Common Stock · 57,143 shares Expires 2035-02-28 F3 · derivative.exercise_date: This option was granted on March 1, 2025 with respect to shares of Common Stock, with 33% vesting on January 1, 2026 and the remaining 67% vesting in 24 substantially equal monthly installments thereafter. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:21 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032086 · ownership.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,497 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:22 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 7,074 | $12.18 | $86,161.32 |
DisclosureSEC source: 0000950170-25-003028 · ownership.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,497 F1 · kind: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on January 1, 2025, and does not represent a volitional trade by the Reporting Person. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:10 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 2,297 | $32.99 | $75,778.03 |
DisclosureSEC source: 0000950170-24-025906 · ownership.xml · nonDerivative · entry 2 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,571 F2 · kind: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on March 1, 2024, and does not represent a volitional trade by the Reporting Person. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:10 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 46,752 | $0.00 Strike: $32.66 | $0.00 |
DisclosureSEC source: 0000950170-24-025906 · ownership.xml · derivative · entry 3 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,752 Underlying: Common Stock · 46,752 shares Expires 2034-02-28 F3 · derivative.exercise_date: This option was granted on March 1, 2024 with respect to shares of Common Stock, with 33% vesting on January 1, 2025 and the remaining 67% vesting in 24 substantially equal monthly installments thereafter. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:10 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 32,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025906 · ownership.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,868 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 21:45 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 3,805 | $29.46 | $112,095.30 |
DisclosureSEC source: 0000950170-24-002504 · ownership.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,474 F1 · kind: Represents a mandatory "sell-to-cover" transaction for the purpose of satisfying the reporting person's tax withholding obligation upon the vesting of RSUs on January 1, 2024, and does not represent a volitional trade by the Reporting Person. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 22:10 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 1,088 | $43.88 | $47,741.44 |
DisclosureSEC source: 0001209191-23-015722 · doc4.xml · nonDerivative · entry 3 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,279 F2 · kind: Shares sold in sell-to-cover transaction in order to satisfy withholding taxes to be paid upon the vesting of RSUs on March 1, 2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:10 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 34,674 | $0.00 Strike: $40.75 | $0.00 |
DisclosureSEC source: 0001209191-23-015722 · doc4.xml · derivative · entry 4 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,674 Underlying: Common Stock · 34,674 shares Expires 2033-02-28 F3 · derivative.exercise_date: This option was granted on March 1, 2023 with respect to shares of Common Stock, with 33% vesting on January 1, 2024 and the remaining 67% vesting in 24 substantially equal monthly installments thereafter. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:10 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 12,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015722 · doc4.xml · nonDerivative · entry 2 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,367 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:10 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 24,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015722 · doc4.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,098 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:19 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | SaleCommon Stock | 1,138 | $37.21 | $42,344.98 |
DisclosureSEC source: 0001209191-23-002410 · doc4.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,559 F1 · kind: Shares sold in sell-to-cover transaction in order to satisfy withholding taxes to be paid upon the vesting of RSUs on January 1, 2023. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:34 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 9,648 | $0.00 Strike: $79.85 | $0.00 |
DisclosureSEC source: 0001209191-22-015909 · doc4.xml · derivative · entry 3 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,648 Underlying: Common Stock · 9,648 shares Expires 2032-02-28 F2 · derivative.exercise_date: This option was granted on March 1, 2022 with respect to shares of Common Stock, with 33% vesting on January 1, 2023 and the remaining 67% vesting in 24 substantially equal monthly installments thereafter. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:34 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 9,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015909 · doc4.xml · nonDerivative · entry 2 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,697 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:34 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 11,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015909 · doc4.xml · nonDerivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,049 F1 · security: Based on a grant of restricted stock units representing a contingent right to receive one share of Intellia common stock for each restricted stock unit. Read SEC document |
| March 01, 2022 Filed Mar 5, 2022 02:09 UTC Amendment | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 14,109 | $0.00 Strike: $79.85 | $0.00 |
DisclosureSEC source: 0001209191-22-016539 · doc4a.xml · derivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,109 Underlying: Common Stock · 14,109 shares Expires 2032-02-28 F1 · shares: The original Form 4 incorrectly reported the number of options granted as 9,648. F2 · derivative.exercise_date: This option was granted on March 1, 2022 with respect to shares of Common Stock, with 33% vesting on January 1, 2023 and the remaining 67% vesting in 24 substantially equal monthly installments thereafter. F1 · derivative.underlying_shares: The original Form 4 incorrectly reported the number of options granted as 9,648. F1 · balance_after: The original Form 4 incorrectly reported the number of options granted as 9,648. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:44 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (Right to Buy) · Derivative | 130,000 | $0.00 Strike: $171.65 | $0.00 |
DisclosureSEC source: 0001209191-21-045513 · doc4.xml · derivative · entry 1 BASTA JAMES · CIK 0001792726 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 130,000 shares Expires 2031-06-30 F1 · derivative.exercise_date: This option was granted on July 1, 2021 with respect to 130,000 shares of Common Stock, with 25% vesting on July 1, 2022 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 22:31 UTC | Kura Oncology, Inc. KURA · Entity 4871 | GrantOption to purchase common stock · Derivative | 125,000 | $0.00 Strike: $32.80 | $0.00 |
DisclosureSEC source: 0001209191-21-005915 · doc4.xml · derivative · entry 1 BASTA JAMES · CIK 0001792726 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2031-01-25 F1 · derivative.exercise_date: This option vests in 48 equal monthly installments commencing on the grant date. Read SEC document |
| March 12, 2020 Filed Mar 18, 2020 00:19 UTC | Kura Oncology, Inc. KURA · Entity 4871 | GrantOption to purchase common stock · Derivative | 25,000 | $0.00 Strike: $8.41 | $0.00 |
DisclosureSEC source: 0001209191-20-019830 · doc4.xml · derivative · entry 1 BASTA JAMES · CIK 0001792726 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2030-03-11 F1 · derivative.exercise_date: This option vests in 48 equal monthly installments commencing on the grant date. Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 22:23 UTC | Kura Oncology, Inc. KURA · Entity 4871 | GrantOption to purchase common stock · Derivative | 175,000 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001209191-19-055289 · doc4.xml · derivative · entry 1 BASTA JAMES · CIK 0001792726 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 175,000 shares Expires 2029-11-03 F1 · derivative.exercise_date: 1/4th of the shares vest on the one year anniversary of the vesting commencement date, and 1/48th of the shares vest in 36 monthly installments 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.