Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xeris Biopharma Holdings, Inc.XERS · Entity 4670 | See Remarks | February 24, 2026 | February 25, 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.
Xeris Biopharma Holdings, Inc.
Report date February 24, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 395,023 |
Reported balance
After 2026-02-24 transaction · row 1
1 source rowRow 1 · 2026-02-24 · Tax withholding · Disposed 29,300 · Balance 395,023 F1: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units vested as of February 24, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 3,710 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,710 F2: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy children's IRA | 3,501 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,501 F2: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units vested as of February 24, 2026.
F2: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
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 24, 2026 Filed Feb 25, 2026 18:03 UTC | Xeris Biopharma Holdings, Inc. XERS · Entity 4670 | Tax withholdingCommon Stock | 29,300 | $6.88 | $201,584.00 |
DisclosureSEC source: 0002058704-26-000004 · wk-form4_1772060591.xml · nonDerivative · entry 1 Nguyen Anh Tu · CIK 0002058704 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,023 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units vested as of February 24, 2026. Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 18:11 UTC | Xeris Biopharma Holdings, Inc. XERS · Entity 4670 | GrantStock Option (Right to Buy) · Derivative | 162,162 | $0.00 Strike: $7.36 | $0.00 |
DisclosureSEC source: 0002058704-26-000002 · wk-form4_1770073911.xml · derivative · entry 4 Nguyen Anh Tu · CIK 0002058704 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,162 Underlying: Common Stock · 162,162 shares Expires 2036-01-30 F4 · derivative.exercise_date: These stock options were acquired pursuant to a grant under the Plan. These stock options shall vest in equal annual installments over three years, subject to continued service through such vesting date. Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 18:11 UTC | Xeris Biopharma Holdings, Inc. XERS · Entity 4670 | GrantCommon Stock | 121,293 | $0.00 | $0.00 |
DisclosureSEC source: 0002058704-26-000002 · wk-form4_1770073911.xml · nonDerivative · entry 1 Nguyen Anh Tu · CIK 0002058704 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 424,323 F1 · shares: These shares were acquired pursuant to a restricted stock unit grant under the Company's 2018 Stock Option and Incentive Plan (the "Plan"). Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. These shares shall vest in equal annual installments over three years, subject to continued employment through such vesting date. F2 · balance_after: Includes 3,030 shares acquired on December 31, 2025 under the issuer's 2018 Employee Stock Purchase Plan, as amended. 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.