Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LENZ Therapeutics, Inc.LENZ · Entity 6475 | Chief Commercial Officer | January 02, 2026 | January 06, 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.
LENZ Therapeutics, Inc.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2036-01-01 | Direct | 84,200 |
Reported balance
After 2026-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 84,200 · Balance 84,200 F1: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one thirty-sixth (1/36th) of the remaining shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean January 2, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 14,000 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 14,000 · Balance 14,000 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the RSUs subject to the award shall vest on the one (1) year anniversary of the RSU Grant Date, and one eighth (1/8th) of the RSUs subject to the award shall vest every six (6) months thereafter on the same day of the month as the RSU Grant Date (and if there is no corresponding day, on the last day of the month). "RSU Grant Date" shall mean January 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one thirty-sixth (1/36th) of the remaining shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean January 2, 2026.
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F3: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the RSUs subject to the award shall vest on the one (1) year anniversary of the RSU Grant Date, and one eighth (1/8th) of the RSUs subject to the award shall vest every six (6) months thereafter on the same day of the month as the RSU Grant Date (and if there is no corresponding day, on the last day of the month). "RSU Grant Date" shall mean January 2, 2026.
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 |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 6, 2026 16:22 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | GrantRestricted Stock Unit · Derivative | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002015796-26-000002 · wk-form4_1767734519.xml · derivative · entry 2 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 14,000 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the RSUs subject to the award shall vest on the one (1) year anniversary of the RSU Grant Date, and one eighth (1/8th) of the RSUs subject to the award shall vest every six (6) months thereafter on the same day of the month as the RSU Grant Date (and if there is no corresponding day, on the last day of the month). "RSU Grant Date" shall mean January 2, 2026. F3 · derivative.expiration_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the RSUs subject to the award shall vest on the one (1) year anniversary of the RSU Grant Date, and one eighth (1/8th) of the RSUs subject to the award shall vest every six (6) months thereafter on the same day of the month as the RSU Grant Date (and if there is no corresponding day, on the last day of the month). "RSU Grant Date" shall mean January 2, 2026. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 16:22 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | GrantStock Option (right to buy) · Derivative | 84,200 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0002015796-26-000002 · wk-form4_1767734519.xml · derivative · entry 1 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,200 Underlying: Common Stock · 84,200 shares Expires 2036-01-01 F1 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one thirty-sixth (1/36th) of the remaining shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean January 2, 2026. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 19:02 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $2.08 | $0.00 |
DisclosureSEC source: 0002015796-25-000003 · wk-form4_1763596932.xml · derivative · entry 4 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,241 Underlying: Common Stock · 10,000 shares Expires 2031-08-18 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. F4 · derivative.exercise_date: Shares issued pursuant to the LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.) 2020 Equity Incentive Plan (the "2020 Plan"). Subject to the Reporting Person continuing to be a Service Provider (as defined in the 2020 Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean April 26, 2021. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 19:02 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | SaleCommon Stock | 5,788 | $26.37 | $152,611.62 |
DisclosureSEC source: 0002015796-25-000003 · wk-form4_1763596932.xml · nonDerivative · entry 3 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,733 F1 · kind: The sale of shares reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on August 12, 2025. F3 · price: Represents the weighted average share price of an aggregate total of 5,788 shares sold in the price range of $26.12 to $26.81 by the Reporting Person. The Reporting Person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 19:02 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | SaleCommon Stock | 4,212 | $25.74 | $108,410.56 |
DisclosureSEC source: 0002015796-25-000003 · wk-form4_1763596932.xml · nonDerivative · entry 2 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,521 F1 · kind: The sale of shares reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on August 12, 2025. F2 · price: Represents the weighted average share price of an aggregate total of 4,212 shares sold in the price range of $25.12 to $26.11 by the Reporting Person. The Reporting Person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 19:02 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | Exercise / conversionCommon Stock | 10,000 | $2.08 | $20,800.00 |
DisclosureSEC source: 0002015796-25-000003 · wk-form4_1763596932.xml · nonDerivative · entry 1 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,733 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 |
| April 09, 2025 Filed Apr 9, 2025 19:20 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | Exercise / conversionStock Option (right to buy) · Derivative | 1,400 | $0.00 Strike: $2.08 | $0.00 |
DisclosureSEC source: 0001815776-25-000022 · wk-form4_1744240821.xml · derivative · entry 2 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,241 Underlying: Common Stock · 1,400 shares Expires 2031-08-18 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: Shares issued pursuant to the LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.) 2020 Equity Incentive Plan (the "2020 Plan"). Subject to the Reporting Person continuing to be a Service Provider (as defined in the 2020 Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean April 26, 2021. Read SEC document |
| April 09, 2025 Filed Apr 9, 2025 19:20 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | Exercise / conversionCommon Stock | 1,400 | $2.08 | $2,912.00 |
DisclosureSEC source: 0001815776-25-000022 · wk-form4_1744240821.xml · nonDerivative · entry 1 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,733 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 09, 2025 Filed Jan 13, 2025 17:26 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | GrantStock Option (right to buy) · Derivative | 80,100 | $0.00 Strike: $26.34 | $0.00 |
DisclosureSEC source: 0001815776-25-000009 · wk-form4_1736807211.xml · derivative · entry 1 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,100 Underlying: Common Stock · 80,100 shares Expires 2035-01-08 F1 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one thirty-sixth (1/36th) of the remaining shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean January 9, 2025. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 19:55 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | Exercise / conversionStock Option (right to buy) · Derivative | 3,333 | $0.00 Strike: $2.08 | $0.00 |
DisclosureSEC source: 0001815776-24-000074 · wk-form4_1734483323.xml · derivative · entry 2 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,641 Underlying: Common Stock · 3,333 shares Expires 2031-08-18 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: Shares issued pursuant to the LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.) 2020 Equity Incentive Plan (the "2020 Plan"). Subject to the Reporting Person continuing to be a Service Provider (as defined in the 2020 Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean April 26, 2021. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 19:55 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | Exercise / conversionCommon Stock | 3,333 | $2.08 | $6,932.64 |
DisclosureSEC source: 0001815776-24-000074 · wk-form4_1734483323.xml · nonDerivative · entry 1 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,333 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 |
| March 21, 2024 Filed Mar 25, 2024 20:34 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | GrantStock Option (right to buy) · Derivative | 105,000 | $0.00 Strike: $15.05 | $0.00 |
DisclosureSEC source: 0001815776-24-000022 · wk-form4_1711413279.xml · derivative · entry 4 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,000 Underlying: Common Stock · 105,000 shares Expires 2034-03-20 F4 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2024 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one thirty-sixth (1/36th) of the remaining shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean March 21, 2024. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:34 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | GrantStock Option (right to buy) · Derivative | 50,915 | $0.00 Strike: $6.04 | $0.00 |
DisclosureSEC source: 0001815776-24-000022 · wk-form4_1711413279.xml · derivative · entry 3 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,915 Underlying: Common Stock · 50,915 shares Expires 2033-06-19 F1 · date: Stock option assumed in connection with the closing of the transactions contemplated by the Agreement and Plan of Merger, dated as of November 14, 2023 (the "Merger Agreement"), by and among the Issuer, Generate Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of the issuer, and LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.), a Delaware corporation ("LENZ OpCo"), in exchange of an outstanding option to purchase shares of LENZ OpCo, pursuant to the terms and conditions of the Merger Agreement. F3 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.) 2020 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean March 6, 2023. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:34 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | GrantStock Option (right to buy) · Derivative | 30,466 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001815776-24-000022 · wk-form4_1711413279.xml · derivative · entry 2 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,466 Underlying: Common Stock · 30,466 shares Expires 2032-11-23 F1 · date: Stock option assumed in connection with the closing of the transactions contemplated by the Agreement and Plan of Merger, dated as of November 14, 2023 (the "Merger Agreement"), by and among the Issuer, Generate Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of the issuer, and LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.), a Delaware corporation ("LENZ OpCo"), in exchange of an outstanding option to purchase shares of LENZ OpCo, pursuant to the terms and conditions of the Merger Agreement. F2 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.) 2020 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean April 26, 2021. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:34 UTC | LENZ Therapeutics, Inc. LENZ · Entity 6475 | GrantStock Option (right to buy) · Derivative | 67,974 | $0.00 Strike: $2.08 | $0.00 |
DisclosureSEC source: 0001815776-24-000022 · wk-form4_1711413279.xml · derivative · entry 1 Olsson Shawn · CIK 0002015796 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,974 Underlying: Common Stock · 67,974 shares Expires 2031-08-18 F1 · date: Stock option assumed in connection with the closing of the transactions contemplated by the Agreement and Plan of Merger, dated as of November 14, 2023 (the "Merger Agreement"), by and among the Issuer, Generate Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of the issuer, and LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.), a Delaware corporation ("LENZ OpCo"), in exchange of an outstanding option to purchase shares of LENZ OpCo, pursuant to the terms and conditions of the Merger Agreement. F2 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the LENZ Therapeutics Operations, Inc. (previously named Lenz Therapeutics, Inc.) 2020 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one (1) year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the shares subject to the option shall vest each month thereafter on the same day of the month as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month). "Vesting Commencement Date" shall mean April 26, 2021. 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.