Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Black Diamond Therapeutics, Inc.BDTX · Entity 6669 | Director · PRESIDENT & CEO | January 21, 2026 | January 23, 2026 |
| G1 Therapeutics, Inc.GTHX · Entity 87413 | Director | August 08, 2023 | August 10, 2023 |
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.
Black Diamond Therapeutics, Inc.
Report date January 21, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.57 · Expires 2036-01-20 | Direct | 600,000 |
Reported balance
After 2026-01-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-21 · Grant · Acquired 600,000 · Balance 600,000 F1: 25% of the shares subject to this option shall vest and become exercisable on January 21, 2027, with the remainder vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the shares subject to this option shall vest and become exercisable on January 21, 2027, with the remainder vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service on each such vesting date.
G1 Therapeutics, Inc.
Report date August 08, 2023 · Filed August 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 116,000 |
Ending reported balance
After 2023-08-08 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-08-08 · Exercise / conversion · Acquired 57,286 · Balance 173,286 Row 2 · 2023-08-08 · Sale · Disposed 57,286 · Balance 116,000 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. F2: The price represents the weighted average price with a low of $1.98 and a high of $2.06. The Reporting Person undertakes to provide G1 Therapeutics, Inc., any security holder of G1 Therapeutics, Inc., 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. Row 3 · 2023-08-08 · Exercise / conversion · Acquired 2,714 · Balance 118,714 Row 4 · 2023-08-08 · Sale · Disposed 2,714 · Balance 116,000 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.39 · Expires 2024-05-09 | Direct | 0 |
Reported balance
After 2023-08-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-08-08 · Exercise / conversion · Disposed 57,286 · Balance 0 F3: All shares underlying this option have vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.30 · Expires 2025-02-27 | Direct | 242,286 |
Reported balance
After 2023-08-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-08-08 · Exercise / conversion · Disposed 2,714 · Balance 242,286 F3: All shares underlying this option have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan.
F2: The price represents the weighted average price with a low of $1.98 and a high of $2.06. The Reporting Person undertakes to provide G1 Therapeutics, Inc., any security holder of G1 Therapeutics, Inc., 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.
F3: All shares underlying this option have vested.
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 15, 2018 Filed Feb 16, 2018 11:54 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | SaleCommon Stock | 7,500 | $20.00 | $150,015.00 |
DisclosureSEC source: 0001562180-18-001026 · primarydocument.xml · nonDerivative · entry 2 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price represents the weighted average price with a low of $20.00 and a high of $20.02. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 11:54 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | Exercise / conversionCommon Stock | 7,500 | $3.72 | $27,900.00 |
DisclosureSEC source: 0001562180-18-001026 · primarydocument.xml · nonDerivative · entry 1 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 09:48 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $3.72 | $0.00 |
DisclosureSEC source: 0001562180-18-000325 · primarydocument.xml · derivative · entry 3 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,433 Underlying: Common Stock · 7,500 shares Expires 2025-12-21 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: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. F3 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on December 21, 2016, with the remainder vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 09:48 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | SaleCommon Stock | 7,500 | $22.99 | $172,395.00 |
DisclosureSEC source: 0001562180-18-000325 · primarydocument.xml · nonDerivative · entry 2 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price represents the weighted average price with a low of $22.80 and a high of $23.51. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 09:48 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | Exercise / conversionCommon Stock | 7,500 | $3.72 | $27,900.00 |
DisclosureSEC source: 0001562180-18-000325 · primarydocument.xml · nonDerivative · entry 1 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 09:40 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | GrantStock Options (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001562180-18-000175 · primarydocument.xml · derivative · entry 1 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2028-01-02 F1 · derivative.exercise_date: The shares underlying this option vest as to 25% of the shares on January 02, 2019, with the remainder vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| December 18, 2017 Filed Dec 20, 2017 08:48 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $3.72 | $0.00 |
DisclosureSEC source: 0001562180-17-003961 · primarydocument.xml · derivative · entry 3 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,933 Underlying: Common Stock · 7,500 shares Expires 2025-12-21 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: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. F3 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on December 21, 2016, with the remainder vesting in 36 equal monthly installments thereafter, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| December 18, 2017 Filed Dec 20, 2017 08:48 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | SaleCommon Stock | 7,500 | $20.01 | $150,105.75 |
DisclosureSEC source: 0001562180-17-003961 · primarydocument.xml · nonDerivative · entry 2 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price represents the weighted average price with a low of $20.00 and a high of $20.08. Read SEC document |
| December 18, 2017 Filed Dec 20, 2017 08:48 UTC | G1 Therapeutics, Inc. GTHX · Entity 87413 | Exercise / conversionCommon Stock | 7,500 | $3.72 | $27,900.00 |
DisclosureSEC source: 0001562180-17-003961 · primarydocument.xml · nonDerivative · entry 1 Velleca Mark A. · CIK 0001706847 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. 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.