Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Esperion Therapeutics, Inc.ESPR · Entity 30796 | Chief Financial Officer | March 14, 2022 | March 16, 2022 |
| MBX Biosciences, Inc.MBX · Entity 4247 | Chief Financial Officer | February 02, 2026 | February 03, 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.
Esperion Therapeutics, Inc.
Report date March 14, 2022 · Filed March 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,751 |
Reported balance
After 2022-03-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-14 · Grant · Acquired 37,000 · Balance 82,751 F1: The awards will vest quarterly over four years beginning on March 15, 2022. F2: Consists of 82,751 shares of common stock held, including 1,899 shares acquired in Esperion's Employee Stock Purchase Plan. |
| Stock Option (right to buySEC Table II · derivative / convertible security · Conversion / exercise price $4.74 · Expires 2032-03-14 | Direct | 159,000 |
Reported balance
Holding disclosure · report date 2022-03-14 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 159,000 F1: The awards will vest quarterly over four years beginning on March 15, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The awards will vest quarterly over four years beginning on March 15, 2022.
F2: Consists of 82,751 shares of common stock held, including 1,899 shares acquired in Esperion's Employee Stock Purchase Plan.
MBX Biosciences, Inc.
Report date February 02, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,000 |
Reported balance
After 2026-02-02 transaction · row 1
1 source rowRow 1 · 2026-02-02 · Grant · Acquired 15,000 · Balance 15,000 F1: Represents the grant of restricted stock units (RSUs). The RSUs will vest over a four (4) year period in equal quarterly installments, subject to the Reporting Person's continued service on such vesting date. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.07 · Expires 2036-02-02 | Direct | 70,000 |
Reported balance
After 2026-02-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-02 · Grant · Acquired 70,000 · Balance 70,000 F2: The shares underlying this option vest and become exercisable in forty eight (48) equal monthly installments, beginning on March 2, 2026, subject to the Reporting Person's continued service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units (RSUs). The RSUs will vest over a four (4) year period in equal quarterly installments, subject to the Reporting Person's continued service on such vesting date.
F2: The shares underlying this option vest and become exercisable in forty eight (48) equal monthly installments, beginning on March 2, 2026, subject to the Reporting Person's continued service on 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 02, 2026 Filed Feb 3, 2026 21:16 UTC | MBX Biosciences, Inc. MBX · Entity 4247 | GrantStock option (right to buy) · Derivative | 70,000 | $0.00 Strike: $39.07 | $0.00 |
DisclosureSEC source: 0001193125-26-035584 · ownership.xml · derivative · entry 2 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,000 Underlying: Common Stock · 70,000 shares Expires 2036-02-02 F2 · derivative.exercise_date: The shares underlying this option vest and become exercisable in forty eight (48) equal monthly installments, beginning on March 2, 2026, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:16 UTC | MBX Biosciences, Inc. MBX · Entity 4247 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-035584 · ownership.xml · nonDerivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · shares: Represents the grant of restricted stock units (RSUs). The RSUs will vest over a four (4) year period in equal quarterly installments, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:17 UTC | MBX Biosciences, Inc. MBX · Entity 4247 | GrantStock Option (Right to Buy) · Derivative | 95,000 | $0.00 Strike: $10.49 | $0.00 |
DisclosureSEC source: 0000950170-25-014497 · ownership.xml · derivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,000 Underlying: Common Stock · 95,000 shares Expires 2035-02-03 F1 · derivative.exercise_date: 25% of the shares underlying this option vest and become exercisable on February 3, 2026, with the remaining 75% vesting in thirty-six (36) equal monthly installments thereafter, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 21:13 UTC | MBX Biosciences, Inc. MBX · Entity 4247 | GrantStock Option (Right to Buy) · Derivative | 42,578 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0000950170-24-106467 · ownership.xml · derivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,578 Underlying: Common Stock · 42,578 shares Expires 2034-09-11 F1 · derivative.exercise_date: 25% of the shares underlying this option vest and become exercisable on September 12, 2025, with the remaining 75% vesting in thirty-six (36) equal monthly installments thereafter, subject to the Reporting Person's continued service on each such vesting date. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 21:09 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantCommon Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006408 · wf-form4_164746494792741.xml · nonDerivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,751 F1 · shares: The awards will vest quarterly over four years beginning on March 15, 2022. F2 · balance_after: Consists of 82,751 shares of common stock held, including 1,899 shares acquired in Esperion's Employee Stock Purchase Plan. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 20:48 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantCommon Stock | 18,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-021008 · wf-form4_163579969811780.xml · nonDerivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,852 F1 · shares: The awards will vest as follows: 50% shall vest upon CVOT public presentation of results; and 50% shall vest upon obtaining approval for cardiovascular risk reduction into the U.S. label. F2 · balance_after: Consists of 43,852 shares of common stock held, including 1,535 shares acquired in Esperion's Employee Stock Purchase Plan. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:27 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantPerformance-based Restricted Stock Units · Derivative | 26,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-013223 · wf-form4_162508481463795.xml · derivative · entry 2 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,400 Underlying: Common Stock · 26,400 shares Expires 2023-06-30 F2 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit represents a contingent right to receive one share of Esperion Therapeutics, Inc. common stock. F3 · derivative.exercise_date: These shares were issued in connection with a reward of performance-based restricted stock units that will vest only if performance goals are achieved over a two-year period beginning July 1, 2021. The actual number of units (if any) received under this award will depend on continued employment and actual performance over the two-year performance period. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:27 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantStock Option (right to buy) · Derivative | 37,500 | $0.00 Strike: $22.52 | $0.00 |
DisclosureSEC source: 0001628280-21-013223 · wf-form4_162508481463795.xml · derivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2031-06-28 F1 · derivative.exercise_date: Such award will vest over a four (4) year period in equal quarterly installments, the first of which will be October 15, 2021. Read SEC document |
| January 28, 2021 Filed Jan 29, 2021 22:01 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $32.12 | $0.00 |
DisclosureSEC source: 0001628280-21-001178 · wf-form4_161195766843462.xml · derivative · entry 2 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2031-01-28 F1 · derivative.exercise_date: The awards vest over a four (4) year period in equal quarterly installments, the first of which will be May 15, 2021. Read SEC document |
| January 28, 2021 Filed Jan 29, 2021 22:01 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-001178 · wf-form4_161195766843462.xml · nonDerivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,617 F1 · shares: The awards vest over a four (4) year period in equal quarterly installments, the first of which will be May 15, 2021. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:27 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantStock Option (right to buy) · Derivative | 33,900 | $0.00 Strike: $61.34 | $0.00 |
DisclosureSEC source: 0001179110-20-000170 · edgar.xml · derivative · entry 2 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,900 Underlying: Common Stock · 33,900 shares Expires 2020-01-02 F1 · derivative.exercise_date: The award will vest over a four (4) year period in equal quarterly installments, the first of which will be on April 2, 2020. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:27 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantCommon Stock | 7,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-000170 · edgar.xml · nonDerivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,673 F1 · shares: The award will vest over a four (4) year period in equal quarterly installments, the first of which will be on April 2, 2020. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 21:23 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | SaleCommon Stock | 1,500 | $43.62 | $65,430.00 |
DisclosureSEC source: 0001179110-19-004803 · edgar.xml · nonDerivative · entry 2 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,092 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.46 to $43.70, inclusive. The reporting person undertakes to provide to 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 ranges set forth in footnote (3) to this Form 4. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 21:23 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | SaleCommon Stock | 6,500 | $42.71 | $277,615.00 |
DisclosureSEC source: 0001179110-19-004803 · edgar.xml · nonDerivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,592 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.25 to $43.25, inclusive. The reporting person undertakes to provide to 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 ranges set forth in footnote (2) to this Form 4. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 22:18 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantStock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $52.38 | $0.00 |
DisclosureSEC source: 0001179110-18-013334 · edgar.xml · derivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2028-11-28 F1 · derivative.exercise_date: The options vest over a four (4) year period in equal quarterly installments, the first of which will be on February 28, 2019. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 23:01 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | Exercise / conversionStock Option (right to buy) · Derivative | 17,892 | $0.00 Strike: $3.70 | $0.00 |
DisclosureSEC source: 0001179110-18-000394 · edgar.xml · derivative · entry 3 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,892 shares Expires 2018-04-24 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_date: The options are fully vested as of the date hereof. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 23:01 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | GrantStock Option (right to buy) · Derivative | 38,500 | $0.00 Strike: $66.50 | $0.00 |
DisclosureSEC source: 0001179110-18-000394 · edgar.xml · derivative · entry 2 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,500 Underlying: Common Stock · 38,500 shares Expires 2028-01-02 F1 · derivative.exercise_date: The options vest over a four (4) year period in equal quarterly installments, the first of which will be on April 2, 2018. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 23:01 UTC | Esperion Therapeutics, Inc. ESPR · Entity 30796 | Exercise / conversionCommon Stock | 17,892 | $3.70 | $66,200.40 |
DisclosureSEC source: 0001179110-18-000394 · edgar.xml · nonDerivative · entry 1 Bartram Richard · CIK 0001723729 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,092 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.