Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Icosavax, Inc.ICVX · Entity 94107 | General Counsel & Corp. Sec. | February 15, 2023 | February 17, 2023 |
| Jade Biosciences, Inc.JBIO · Entity 4757 | See Remarks | February 12, 2026 | February 14, 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.
Icosavax, Inc.
Report date February 15, 2023 · Filed February 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.06 · Expires 2033-02-14 | Direct | 100,000 |
Reported balance
After 2023-02-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-15 · Grant · Acquired 100,000 · Balance 100,000 F1: 25% of the shares subject to the option will vest on February 15, 2024, and 1/48th of the shares subject to the option vest monthly thereafter, subject to the reporting person's continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the shares subject to the option will vest on February 15, 2024, and 1/48th of the shares subject to the option vest monthly thereafter, subject to the reporting person's continued service through the applicable vesting date.
Jade Biosciences, Inc.
Report date February 12, 2026 · Filed February 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,125 |
Reported balance
After 2026-02-12 transaction · row 1
1 source rowRow 1 · 2026-02-12 · Grant · Acquired 28,125 · Balance 28,125 F1: Represents restricted stock units ("RSUs"). 1/4 of the total number of RSUs granted shall vest on each of the first four anniversaries of February 15, 2026, the vesting commencement date, subject to the Reporting Person's continued service through each vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.81 · Expires 2036-02-11 | Direct | 168,750 |
Reported balance
After 2026-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-12 · Grant · Acquired 168,750 · Balance 168,750 F2: This option represents a right to purchase shares of the Issuer's common stock, one quarter of which will vest on February 15, 2027, with the remaining three quarters vesting in equal monthly installments over the following three years, subject to the Reporting Person's continued service to the Issuer on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs"). 1/4 of the total number of RSUs granted shall vest on each of the first four anniversaries of February 15, 2026, the vesting commencement date, subject to the Reporting Person's continued service through each vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer.
F2: This option represents a right to purchase shares of the Issuer's common stock, one quarter of which will vest on February 15, 2027, with the remaining three quarters vesting in equal monthly installments over the following three years, subject to the Reporting Person's continued service to the Issuer 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 12, 2026 Filed Feb 14, 2026 01:00 UTC | Jade Biosciences, Inc. JBIO · Entity 4757 | GrantStock Option (Right to Buy) · Derivative | 168,750 | $0.00 Strike: $14.81 | $0.00 |
DisclosureSEC source: 0001193125-26-052055 · ownership.xml · derivative · entry 2 Balta Elizabeth · CIK 0001884087 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,750 Underlying: Common Stock · 168,750 shares Expires 2036-02-11 F2 · derivative.exercise_date: This option represents a right to purchase shares of the Issuer's common stock, one quarter of which will vest on February 15, 2027, with the remaining three quarters vesting in equal monthly installments over the following three years, subject to the Reporting Person's continued service to the Issuer on each such vesting date. Read SEC document |
| February 12, 2026 Filed Feb 14, 2026 01:00 UTC | Jade Biosciences, Inc. JBIO · Entity 4757 | GrantCommon Stock | 28,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-052055 · ownership.xml · nonDerivative · entry 1 Balta Elizabeth · CIK 0001884087 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,125 F1 · shares: Represents restricted stock units ("RSUs"). 1/4 of the total number of RSUs granted shall vest on each of the first four anniversaries of February 15, 2026, the vesting commencement date, subject to the Reporting Person's continued service through each vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 19:13 UTC | Icosavax, Inc. ICVX · Entity 94107 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $9.06 | $0.00 |
DisclosureSEC source: 0001209191-23-010915 · doc4.xml · derivative · entry 1 Bekiroglu Elizabeth · CIK 0001884087 · General Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2033-02-14 F1 · derivative.exercise_date: 25% of the shares subject to the option will vest on February 15, 2024, and 1/48th of the shares subject to the option vest monthly thereafter, subject to the reporting person's continued service through the applicable vesting date. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 20:12 UTC | Icosavax, Inc. ICVX · Entity 94107 | SaleCommon Stock | 5,922 | $10.69 | $63,321.58 |
DisclosureSEC source: 0001209191-23-009920 · doc4.xml · nonDerivative · entry 1 Bekiroglu Elizabeth · CIK 0001884087 · General Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,007 F1 · shares: Represents shares withheld by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person to cover the applicable withholding taxes upon settlement of restricted stock units issued to the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.41 to $11.02. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 19:08 UTC | Icosavax, Inc. ICVX · Entity 94107 | GrantStock Option (Right to Buy) · Derivative | 88,900 | $0.00 Strike: $2.47 | $0.00 |
DisclosureSEC source: 0001209191-22-056842 · doc4.xml · derivative · entry 1 Bekiroglu Elizabeth · CIK 0001884087 · General Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,900 Underlying: Common Stock · 88,900 shares Expires 2032-11-09 F1 · derivative.exercise_date: One-third (1/3rd) of the shares subject to the option shall vest on each of the first three anniversaries of November 10, 2022, subject to the reporting person's continued service through the applicable vesting date. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 18:44 UTC | Icosavax, Inc. ICVX · Entity 94107 | SaleCommon Stock | 1,813 | $4.87 | $8,834.93 |
DisclosureSEC source: 0001209191-22-049360 · doc4.xml · nonDerivative · entry 1 Bekiroglu Elizabeth · CIK 0001884087 · General Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,929 F1 · shares: Represents shares sold to cover the applicable withholding taxes upon settlement of restricted stock units issued to the Reporting Person and was effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.75 to $5.04. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 19:02 UTC | Icosavax, Inc. ICVX · Entity 94107 | GrantCommon Stock | 82,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009509 · doc4.xml · nonDerivative · entry 1 Bekiroglu Elizabeth · CIK 0001884087 · General Counsel & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,742 F1 · shares: Represents restricted stock units ("RSUs") which will vest as to 25% of the total number of RSUs granted on each of the first four anniversaries of February 10, 2022, subject to the reporting persons continued service through the applicable vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer and the RSUs have no expiration 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.