Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Averin Capital Acquisition Corp.ACAAU · Entity 5761 | Director | February 18, 2026 | February 18, 2026 |
| Intellia Therapeutics, Inc.NTLA · Entity 4585 | EVP, Chief Financial Officer | March 28, 2018 | March 30, 2018 |
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.
Averin Capital Acquisition Corp.
Report date February 18, 2026 · Filed February 18, 2026
This filing explicitly reported no securities owned.
Intellia Therapeutics, Inc.
Report date March 28, 2018 · Filed March 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,400 |
Reported balance
After 2018-03-28 transaction · row 1
1 source rowRow 1 · 2018-03-28 · Exercise / conversion · Acquired 8,000 · Balance 21,400 |
| Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.48 · Expires 2027-01-02 | Direct | 202,000 |
Reported balance
After 2018-03-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-03-28 · Exercise / conversion · Disposed 8,000 · Balance 202,000 F1: On January 3, 2017, the Reporting Person was granted an option to purchase 210,000 common shares under the company's 2015 Amended and Restated Stock Option and Incentive Plan. The shares reported as being purchased in this Form 4 were fully vested and exercisable as of the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 3, 2017, the Reporting Person was granted an option to purchase 210,000 common shares under the company's 2015 Amended and Restated Stock Option and Incentive Plan. The shares reported as being purchased in this Form 4 were fully vested and exercisable as of the transaction 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 28, 2018 Filed Mar 30, 2018 14:20 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | Exercise / conversionStock Option (Right to buy) · Derivative | 8,000 | $0.00 Strike: $13.48 | $0.00 |
DisclosureSEC source: 0001209191-18-022178 · doc4.xml · derivative · entry 2 Bell Graeme · CIK 0001643757 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,000 Underlying: Common Stock · 8,000 shares Expires 2027-01-02 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 · derivative.exercise_date: On January 3, 2017, the Reporting Person was granted an option to purchase 210,000 common shares under the company's 2015 Amended and Restated Stock Option and Incentive Plan. The shares reported as being purchased in this Form 4 were fully vested and exercisable as of the transaction date. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 14:20 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | Exercise / conversionCommon Stock | 8,000 | $13.48 | $107,840.00 |
DisclosureSEC source: 0001209191-18-022178 · doc4.xml · nonDerivative · entry 1 Bell Graeme · CIK 0001643757 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,400 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. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 20:31 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $22.78 | $0.00 |
DisclosureSEC source: 0001209191-18-005804 · doc4.xml · derivative · entry 1 Bell Graeme · CIK 0001643757 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2028-01-24 F1 · derivative.exercise_date: This option was granted on January 25, 2018 with respect to 25,000 shares of Common Stock, with 25% vesting on January 25, 2019 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:06 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 72,500 | $0.00 Strike: $18.30 | $0.00 |
DisclosureSEC source: 0001209191-17-065657 · doc4.xml · derivative · entry 1 Bell Graeme · CIK 0001643757 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,500 Underlying: Common Stock · 72,500 shares Expires 2027-12-11 F1 · derivative.exercise_date: This option was granted on December 12, 2017 with respect to 72,500 shares of Common Stock, with 25% vesting on December 12, 2018 and the remaining 75% vesting in 36 substantially equal monthly installments thereafter. Read SEC document |
| November 03, 2017 Filed Nov 3, 2017 15:54 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 5,000 | $22.04 | $110,216.50 |
DisclosureSEC source: 0001209191-17-059054 · doc4.xml · nonDerivative · entry 1 Bell Graeme · CIK 0001643757 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,400 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $21.85 to $22.15. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 11:59 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantCommon Stock | 8,400 | $12.37 | $103,938.24 |
DisclosureSEC source: 0001209191-17-037516 · doc4.xml · nonDerivative · entry 1 Bell Graeme · CIK 0001643757 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,400 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.25 to $12.49, inclusive. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:57 UTC | Intellia Therapeutics, Inc. NTLA · Entity 4585 | GrantStock Option (right to buy) · Derivative | 210,000 | $0.00 Strike: $13.48 | $0.00 |
DisclosureSEC source: 0001209191-17-002291 · doc4.xml · derivative · entry 1 Bell Graeme · CIK 0001643757 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,000 Underlying: Common Stock · 210,000 shares Expires 2027-01-02 F1 · derivative.exercise_date: This option was granted on January 3, 2017 with respect to 210,000 shares of Common Stock, with 25% vesting on December 12, 2017 and the remaining 75% vesting in 36 substantially 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.