Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atrium Therapeutics, Inc.RNA · Entity 6185 | Director | September 18, 2026 | September 22, 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.
Atrium Therapeutics, Inc.
Report date September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,974 |
Reported balance
After 2026-09-18 transaction · row 1
1 source rowRow 1 · 2026-09-18 · Tax withholding · Disposed 22,812 · Balance 31,974 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Avidity Biosciences, Inc.
Report date February 27, 2026 · Filed February 27, 2026
Section 16 reporting ended · disclosed 2026-02-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Disposition to issuer · Disposed 150,365 · Balance 0 F1: The reported securities represent shares of Common Stock (inclusive of shares of Common Stock issuable upon settlement of previously reported restricted stock units) disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of October 25, 2025 (the "Merger Agreement"), among Novartis AG ("Novartis"), Ajax Acquisition Sub, Inc., an indirect wholly owned subsidiary of Novartis, and the Issuer. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.75 · Expires 2031-01-20 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-27 · Disposition to issuer · Disposed 25,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.22 · Expires 2032-01-20 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-27 · Disposition to issuer · Disposed 66,500 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.47 · Expires 2033-01-19 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-27 · Disposition to issuer · Disposed 96,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.57 · Expires 2033-09-10 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-27 · Disposition to issuer · Disposed 72,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.16 · Expires 2034-01-19 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-27 · Disposition to issuer · Disposed 88,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.42 · Expires 2035-01-05 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-27 · Disposition to issuer · Disposed 50,000 · Balance 0 F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent shares of Common Stock (inclusive of shares of Common Stock issuable upon settlement of previously reported restricted stock units) disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of October 25, 2025 (the "Merger Agreement"), among Novartis AG ("Novartis"), Ajax Acquisition Sub, Inc., an indirect wholly owned subsidiary of Novartis, and the Issuer.
F2: The reported Options were disposed of, pursuant to the Merger Agreement, in exchange for a cash payment equal to the excess of the merger consideration of $72.00 over the exercise price.
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 20, 2024 Filed Jan 23, 2024 20:12 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantStock Option (Right to Buy) · Derivative | 88,000 | $0.00 Strike: $10.16 | $0.00 |
DisclosureSEC source: 0001599901-24-000010 · wk-form4_1706040750.xml · derivative · entry 3 Flanagan W. Michael · CIK 0001841990 · CSTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,000 Underlying: Common Stock · 88,000 shares Expires 2034-01-19 F4 · derivative.exercise_date: 1/48th of the total number of shares subject to the options shall vest on each monthly anniversary of January 20, 2024 (the "Vesting Commencement Date"), subject to the Reporting Person's continuous service to the Issuer on each such vesting date, so that the options shall be fully vested on the fourth anniversary of the Vesting Commencement Date. Read SEC document |
| January 20, 2024 Filed Jan 23, 2024 20:12 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001599901-24-000010 · wk-form4_1706040750.xml · nonDerivative · entry 1 Flanagan W. Michael · CIK 0001841990 · CSTO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,290 F1 · shares: Represents restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in four equal installments on the first four anniversaries of January 20, 2024, subject to the Reporting Person's continuous service to the Issuer on each such vesting date. F2 · balance_after: Includes 290 shares previously acquired by the Reporting Person under the Avidity Biosciences, Inc. 2020 Employee Stock Purchase Plan. Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 23:30 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantStock Option (Right to Buy) · Derivative | 72,000 | $0.00 Strike: $6.57 | $0.00 |
DisclosureSEC source: 0001599901-23-000069 · wk-form4_1694561425.xml · derivative · entry 1 Flanagan W. Michael · CIK 0001841990 · CSTO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,000 Underlying: Common Stock · 72,000 shares Expires 2033-09-10 F1 · derivative.exercise_date: 1/48th of the total number of shares subject to the options shall vest on each monthly anniversary of September 11, 2023 (the "Vesting Commencement Date"), subject to the Reporting Person's continuous service to the Issuer on each such vesting date, so that the options shall be fully vested on the fourth anniversary of the Vesting Commencement Date. Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 02:10 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantStock Option (Right to Buy) · Derivative | 144,000 | $0.00 Strike: $22.47 | $0.00 |
DisclosureSEC source: 0001209191-23-004760 · doc4.xml · derivative · entry 2 Flanagan W. Michael · CIK 0001841990 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,000 Underlying: Common Stock · 144,000 shares Expires 2033-01-19 F3 · derivative.exercise_date: 1/48th of the total number of shares subject to the options shall vest on each monthly anniversary of January 20, 2023 (the "Vesting Commencement Date"), subject to the Reporting Person's continuous service to the Issuer on each such vesting date, so that the options shall be fully vested on the fourth anniversary of the Vesting Commencement Date. Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 02:10 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004760 · doc4.xml · nonDerivative · entry 1 Flanagan W. Michael · CIK 0001841990 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,290 F1 · shares: Represents restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in four equal installments on the first four anniversaries of January 20, 2023, subject to the Reporting Person's continuous service to the Issuer on each such vesting date. F2 · balance_after: Includes 290 shares previously acquired by the Reporting Person under the Avidity Biosciences, Inc. 2020 Employee Stock Purchase Plan. Read SEC document |
| January 21, 2022 Filed Mar 16, 2022 01:20 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantStock Option (Right to Buy) · Derivative | 136,500 | $0.00 Strike: $14.22 | $0.00 |
DisclosureSEC source: 0001209191-22-019051 · doc4.xml · derivative · entry 1 Flanagan W. Michael · CIK 0001841990 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,500 Underlying: Common Stock · 136,500 shares Expires 2032-01-20 F1 · derivative.exercise_date: 1/48th of the total number of shares subject to the options shall vest on each monthly anniversary of January 3, 2022 (the "Vesting Commencement Date"), subject to the Reporting Person's continuous service to the Issuer on each such vesting date, so that the options shall be fully vested on the fourth anniversary of the Vesting Commencement Date. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 22:12 UTC | Avidity Biosciences, Inc. RNA · Entity 11854 | GrantStock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $26.75 | $0.00 |
DisclosureSEC source: 0001209191-21-005128 · doc4.xml · derivative · entry 1 Flanagan W. Michael · CIK 0001841990 · Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2031-01-20 F1 · derivative.exercise_date: 25% of the shares subject to the option shall vest on January 21, 2022, and 1/48th of the shares subject to the option shall vest monthly thereafter, subject to the Reporting Person's continuous service to the Issuer on each such vesting date. 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.