Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IN8BIO, INC.INAB · Entity 7941 | Director | December 22, 2025 | December 23, 2025 |
| NexImmune, Inc.NEXI · Entity 89921 | Director | November 21, 2023 | November 22, 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.
IN8BIO, INC.
Report date December 22, 2025 · Filed December 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,514 |
Reported balance
After 2025-12-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-22 · Grant · Acquired 36,232 · Balance 49,514 F1: Effective June 3, 2025, the Issuer effected a 1-for-30 reverse stock split of the Issuer's common stock. The number of securities reported herein have been adjusted to reflect the reverse stock split. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective June 3, 2025, the Issuer effected a 1-for-30 reverse stock split of the Issuer's common stock. The number of securities reported herein have been adjusted to reflect the reverse stock split.
NexImmune, Inc.
Report date November 21, 2023 · Filed November 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-11-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-21 · Sale · Disposed 3,833 · Balance 3,992 F1: The price reflects the average selling price of the common stock sold. These shares were sold in multiple transactions at prices ranging from $2.05 to $2.39 per common stock. The Reporting Person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of common stock sold at each price. Row 2 · 2023-11-22 · Sale · Disposed 3,992 · Balance 0 F2: The price reflects the average selling price of the common stock sold. These shares were sold in multiple transactions at prices ranging from $1.91 to $2.05 per common stock. The Reporting Person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of common stock sold at each price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reflects the average selling price of the common stock sold. These shares were sold in multiple transactions at prices ranging from $2.05 to $2.39 per common stock. The Reporting Person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of common stock sold at each price.
F2: The price reflects the average selling price of the common stock sold. These shares were sold in multiple transactions at prices ranging from $1.91 to $2.05 per common stock. The Reporting Person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of common stock sold at each price.
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 17, 2021 Filed Feb 19, 2021 16:26 UTC | NexImmune, Inc. NEXI · Entity 89921 | ConversionCommon Stock | 4,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-012364 · doc4.xml · nonDerivative · entry 2 Roemer Alan S. · CIK 0001643070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,126 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 · price: The shares of preferred stock automatically converted into common stock immediately upon completion of the Issuer's initial public offering on a 1-for-1 basis. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 16:26 UTC | NexImmune, Inc. NEXI · Entity 89921 | ConversionCommon Stock | 85,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-012364 · doc4.xml · nonDerivative · entry 1 Roemer Alan S. · CIK 0001643070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,016 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 · price: The shares of preferred stock automatically converted into common stock immediately upon completion of the Issuer's initial public offering on a 1-for-1 basis. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 14:53 UTC | NexImmune, Inc. NEXI · Entity 89921 | GrantStock Option (right to buy) · Derivative | 9,556 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010670 · doc4.xml · derivative · entry 1 Roemer Alan S. · CIK 0001643070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,191 Underlying: Common Stock · 9,556 shares Expires 2025-02-11 F1 · derivative.exercise_date: These stock options will vest and become exercisable at the first anniversary of the vesting commencement date (2/11/21). 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.