Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGIOS PHARMACEUTICALS, INC.AGIO · Entity 4499 | Principal Accounting Officer | June 21, 2021 | June 23, 2021 |
| Prime Medicine, Inc.PRME · Entity 5281 | See Remarks | February 23, 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.
AGIOS PHARMACEUTICALS, INC.
Report date June 21, 2021 · Filed June 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-06-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-06-21 · Exercise / conversion · Acquired 1,777 · Balance 1,777 F1: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Row 2 · 2021-06-21 · Sale · Disposed 1,777 · Balance 0 F2: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.51 · Expires 2030-02-14 | Direct | 3,555 |
Reported balance
After 2021-06-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-06-21 · Exercise / conversion · Disposed 1,777 · Balance 3,555 F1: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3: This option was granted on February 14, 2020. The shares underlying this option vest as to 25% of the underlying shares on February 14, 2021, with the remaining 75% vesting in 36 equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
F2: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
F3: This option was granted on February 14, 2020. The shares underlying this option vest as to 25% of the underlying shares on February 14, 2021, with the remaining 75% vesting in 36 equal monthly installments thereafter.
Prime Medicine, Inc.
Report date February 23, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.34 · Expires 2036-02-23 | Direct | 140,000 |
Reported balance
After 2026-02-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-23 · Grant · Acquired 140,000 · Balance 140,000 F1: 1/48th of the shares underlying this option vest and become exercisable in substantially equal monthly installments on each monthly anniversary of February 23, 2026, subject to the Reporting Person's continued service on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/48th of the shares underlying this option vest and become exercisable in substantially equal monthly installments on each monthly anniversary of February 23, 2026, subject to the Reporting Person's continued service on each such 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 19, 2019 Filed Feb 20, 2019 16:01 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Tax withholdingCommon stock | 278 | $58.03 | $16,132.34 |
DisclosureSEC source: 0001209191-19-011483 · doc4.xml · nonDerivative · entry 3 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512 Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 16:01 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionRestricted stock units · Derivative | 790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011483 · doc4.xml · derivative · entry 4 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,580 Underlying: Common stock · 790 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · derivative.exercise_date: The restricted stock units were granted on February 16, 2018. Beginning on February 16, 2019, the shares underlying the restricted stock units will vest in three equal annual installments. Vested shares will be delivered to the reporting person within three business days after such shares become vested. F3 · derivative.expiration_date: The restricted stock units were granted on February 16, 2018. Beginning on February 16, 2019, the shares underlying the restricted stock units will vest in three equal annual installments. Vested shares will be delivered to the reporting person within three business days after such shares become vested. Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 16:01 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionCommon stock | 790 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-011483 · doc4.xml · nonDerivative · entry 2 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| September 28, 2018 Filed Feb 20, 2019 16:01 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | SaleCommon stock | 152 | $76.45 | $11,620.40 |
DisclosureSEC source: 0001209191-19-011483 · doc4.xml · nonDerivative · entry 1 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported is the weighted average of the shares sold. The shares were sold at varying prices in the range of $76.44 to $76.47. The reporting person undertakes, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 16:18 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionStock option (right to buy) · Derivative | 312 | $0.00 Strike: $52.29 | $0.00 |
DisclosureSEC source: 0001209191-18-050050 · doc4.xml · derivative · entry 3 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,266 Underlying: Common stock · 312 shares Expires 2026-11-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · derivative.exercise_date: This option was granted on November 7, 2016. The shares underlying this option vest as to 25% of the underlying shares on November 7, 2017, with the remaining 75% vesting in 36 equal monthly installments thereafter. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 16:18 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | SaleCommon stock | 312 | $83.00 | $25,896.00 |
DisclosureSEC source: 0001209191-18-050050 · doc4.xml · nonDerivative · entry 2 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152 F3 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 16:18 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionCommon stock | 312 | $52.29 | $16,314.48 |
DisclosureSEC source: 0001209191-18-050050 · doc4.xml · nonDerivative · entry 1 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · balance_after: Includes 152 shares purchased through the Company's employee stock purchase plan. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 16:23 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionStock option (right to buy) · Derivative | 272 | $0.00 Strike: $52.29 | $0.00 |
DisclosureSEC source: 0001209191-18-042326 · doc4.xml · derivative · entry 3 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,578 Underlying: Common stock · 272 shares Expires 2026-11-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · derivative.exercise_date: This option was granted on November 7, 2016. The shares underlying this option vest as to 25% of the underlying shares on November 7, 2017, with the remaining 75% vesting in 36 equal monthly installments thereafter. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 16:23 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | SaleCommon stock | 272 | $84.94 | $23,103.68 |
DisclosureSEC source: 0001209191-18-042326 · doc4.xml · nonDerivative · entry 2 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 16:23 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionCommon stock | 272 | $52.29 | $14,222.88 |
DisclosureSEC source: 0001209191-18-042326 · doc4.xml · nonDerivative · entry 1 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 16:05 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | GrantRestricted stock units · Derivative | 2,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011251 · doc4.xml · derivative · entry 3 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,370 Underlying: Common stock · 2,370 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F4 · derivative.exercise_date: The restricted stock units were granted on February 16,2018. The shares underlying the restricted stock units will vest in three equal annual installments on February 16, 2019, 2020 and 2021. Vested shares will be delivered to the reporting person within three business days after such shares become vested. F4 · derivative.expiration_date: The restricted stock units were granted on February 16,2018. The shares underlying the restricted stock units will vest in three equal annual installments on February 16, 2019, 2020 and 2021. Vested shares will be delivered to the reporting person within three business days after such shares become vested. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 16:05 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | GrantRestricted stock units · Derivative | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011251 · doc4.xml · derivative · entry 2 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common stock · 2,800 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · derivative.exercise_date: All of the restricted stock units will vest on February 16, 2020. Vested shares will be delivered to the reporting person within three business days after such shares become vested. F3 · derivative.expiration_date: All of the restricted stock units will vest on February 16, 2020. Vested shares will be delivered to the reporting person within three business days after such shares become vested. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 16:05 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | GrantStock option (right to buy) · Derivative | 9,480 | $0.00 Strike: $77.70 | $0.00 |
DisclosureSEC source: 0001209191-18-011251 · doc4.xml · derivative · entry 1 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,480 Underlying: Common stock · 9,480 shares Expires 2028-02-15 F1 · derivative.exercise_date: This option was granted on February 16, 2018. The shares underlying this option vest as to 25% of the underlying shares on February 16, 2019, with the remaining 75% vesting in 36 equal monthly installments thereafter. Read SEC document |
| January 12, 2018 Filed Jan 26, 2018 16:23 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionStock option (right to buy) · Derivative | 2,150 | $0.00 Strike: $52.29 | $0.00 |
DisclosureSEC source: 0001209191-18-005587 · doc4.xml · derivative · entry 3 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,850 Underlying: Common stock · 2,150 shares Expires 2026-11-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · derivative.exercise_date: This option was granted on November 7, 2016. The shares underlying this option vest as to 25% of the underlying shares on November 7, 2017, with the remaining 75% vesting in 36 equal monthly installments thereafter. Read SEC document |
| January 12, 2018 Filed Jan 26, 2018 16:23 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | SaleCommon stock | 2,150 | $75.00 | $161,250.00 |
DisclosureSEC source: 0001209191-18-005587 · doc4.xml · nonDerivative · entry 2 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 12, 2018 Filed Jan 26, 2018 16:23 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | Exercise / conversionCommon stock | 2,150 | $52.29 | $112,423.50 |
DisclosureSEC source: 0001209191-18-005587 · doc4.xml · nonDerivative · entry 1 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,150 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:05 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | GrantRestricted stock units · Derivative | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013738 · doc4.xml · derivative · entry 1 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 Underlying: Common stock · 3,300 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · kind: All of the restricted stock units will vest on February 21, 2019. Vested shares will be delivered to the reporting person within three business days after such shares become vested. F2 · derivative.exercise_date: All of the restricted stock units will vest on February 21, 2019. Vested shares will be delivered to the reporting person within three business days after such shares become vested. F2 · derivative.expiration_date: All of the restricted stock units will vest on February 21, 2019. Vested shares will be delivered to the reporting person within three business days after such shares become vested. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 16:51 UTC | AGIOS PHARMACEUTICALS, INC. AGIO · Entity 4499 | GrantStock option (right to buy) · Derivative | 15,000 | $0.00 Strike: $52.29 | $0.00 |
DisclosureSEC source: 0001209191-16-149075 · doc4.xml · derivative · entry 1 Alenson Carman · CIK 0001688865 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common stock · 15,000 shares Expires 2026-11-06 F1 · derivative.exercise_date: This option was granted on November 7, 2016. The shares underlying this option vest as to 25% of the underlying shares on November 7, 2017, with the remaining 75% vesting in 36 equal 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.