Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jiya Acquisition Corp.JYAC · Entity 123583 | Director · Chief Investment Officer | November 18, 2020 | November 18, 2020 |
| Neurogene Inc.NGNE · Entity 5160 | Director | February 20, 2026 | February 24, 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.
Jiya Acquisition Corp.
Report date November 18, 2020 · Filed November 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-11-18 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Reporting Person holds 30,000 shares of Class B Common Stock of the Issuer ("Class B Shares"). The Class B Shares will automatically convert into shares of Class A Common Stock of the Issuer ("Class A Shares") on a one-for-one basis (subject to certain adjustments for stock splits, stock dividends, reorganizations, recapitalizations and similar transactions) concurrently with or immediately following the consummation of the Issuer's initial business combination, as described in the section entitled "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-249808) filed with the Securities and Exchange Commission on November 16, 2020. The Class B Shares have no expiration date. F2: The Class B Shares held by the Reporting Person are subject to forfeiture if the Reporting Person is removed from office as a director or voluntarily resigns from the Reporting Person's position with the Issuer at any time before the consummation of the Issuer's initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person holds 30,000 shares of Class B Common Stock of the Issuer ("Class B Shares"). The Class B Shares will automatically convert into shares of Class A Common Stock of the Issuer ("Class A Shares") on a one-for-one basis (subject to certain adjustments for stock splits, stock dividends, reorganizations, recapitalizations and similar transactions) concurrently with or immediately following the consummation of the Issuer's initial business combination, as described in the section entitled "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-249808) filed with the Securities and Exchange Commission on November 16, 2020. The Class B Shares have no expiration date.
F2: The Class B Shares held by the Reporting Person are subject to forfeiture if the Reporting Person is removed from office as a director or voluntarily resigns from the Reporting Person's position with the Issuer at any time before the consummation of the Issuer's initial business combination.
Neurogene Inc.
Report date February 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.64 · Expires 2036-02-20 | Direct | 12,050 |
Reported balance
After 2026-02-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-20 · Grant · Acquired 12,050 · Balance 12,050 F1: The option vests as to 1/12 of the total shares monthly beginning March 20, 2026 until the option is fully vested on February 20, 2027, subject to the Reporting Person's provision of service to the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests as to 1/12 of the total shares monthly beginning March 20, 2026 until the option is fully vested on February 20, 2027, subject to the Reporting Person's provision of service to the Issuer on each vesting 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 |
|---|---|---|---|---|---|---|
| February 20, 2026 Filed Feb 24, 2026 23:40 UTC | Neurogene Inc. NGNE · Entity 5160 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 12,050 | $0.00 Strike: $17.64 | $0.00 |
DisclosureSEC source: 0001832569-26-000002 · wk-form4_1771976424.xml · derivative · entry 1 Freedland Cory S. · CIK 0001832569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,050 Underlying: Common Stock · 12,050 shares Expires 2036-02-20 F1 · derivative.exercise_date: The option vests as to 1/12 of the total shares monthly beginning March 20, 2026 until the option is fully vested on February 20, 2027, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 16:06 UTC | Neurogene Inc. NGNE · Entity 5160 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 12,050 | $0.00 Strike: $20.40 | $0.00 |
DisclosureSEC source: 0001404644-25-000065 · wk-form4_1749830770.xml · derivative · entry 1 Freedland Cory S. · CIK 0001832569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,050 Underlying: Common Stock · 12,050 shares Expires 2035-06-12 F1 · derivative.exercise_date: The option vests as to 1/12 of the total shares monthly beginning July 12, 2025 until the option is fully vested on June 12, 2026, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Read SEC document |
| June 14, 2024 Filed Jun 17, 2024 18:35 UTC | Neurogene Inc. NGNE · Entity 5160 | GrantStock Option (Right to Buy) · Derivative | 7,700 | $0.00 Strike: $42.59 | $0.00 |
DisclosureSEC source: 0001404644-24-000067 · wk-form4_1718649330.xml · derivative · entry 1 Freedland Cory S. · CIK 0001832569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,700 Underlying: Common Stock · 7,700 shares Expires 2034-06-14 F1 · derivative.exercise_date: This option represents a right to purchase 7,700 shares of the Issuer's common stock, which will vest in its entirety on the earlier of (a) the first anniversary of the date of grant or (b) the date of the Issuer's 2025 Annual Meeting of Stockholders, subject to the Reporting Person's continued service to the Issuer through such applicable vesting date. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 23:53 UTC | Neurogene Inc. NGNE · Entity 5160 | GrantStock Option (Right to Buy) · Derivative | 15,400 | $0.00 Strike: $32.30 | $0.00 |
DisclosureSEC source: 0000950170-24-005535 · ownership.xml · derivative · entry 1 Freedland Cory S. · CIK 0001832569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,400 Underlying: Common Stock · 15,400 shares Expires 2034-01-16 F1 · derivative.exercise_date: This option represents the right to purchase 15,400 shares of common stock of the Issuer, and vests in equal monthly installments through January 16, 2027, subject to the reporting person's continued service to the Issuer through each applicable 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.