Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lexeo Therapeutics, Inc.LXEO · Entity 5687 | Chief Legal Officer | November 18, 2025 | November 20, 2025 |
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.
Lexeo Therapeutics, Inc.
Report date November 18, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,381 |
Reported balance
After 2025-11-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-18 · Sale · Disposed 549 · Balance 68,381 F1: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2: This transaction was executed in multiple trades at prices ranging from $9.09 to $9.37. The price reported above reflects the weighted average sale price. 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 shares sold at each separate sale price. F3: Includes 49,607 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs").
F2: This transaction was executed in multiple trades at prices ranging from $9.09 to $9.37. The price reported above reflects the weighted average sale price. 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 shares sold at each separate sale price.
F3: Includes 49,607 RSUs.
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 |
|---|---|---|---|---|---|---|
| November 18, 2025 Filed Nov 20, 2025 22:18 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 549 | $9.27 | $5,089.23 |
DisclosureSEC source: 0001995009-25-000005 · form4-11202025_101103.xml · nonDerivative · entry 1 Robertson Jenny · CIK 0001995009 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,381 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $9.09 to $9.37. The price reported above reflects the weighted average sale price. 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 shares sold at each separate sale price. F3 · balance_after: Includes 49,607 RSUs. Read SEC document |
| October 17, 2025 Filed Oct 17, 2025 23:28 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 40 | $9.56 | $382.44 |
DisclosureSEC source: 0001995009-25-000003 · form4-10172025_111049.xml · nonDerivative · entry 3 Robertson Jenny · CIK 0001995009 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,930 F1 · kind: Represents a sale to cover tax obligations on the release of Restricted Stock Units ("RSUs"). F3 · price: This transaction was executed in multiple trades at prices ranging from $9.53 to $9.59. The price reported above reflects the weighted average sale price. 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 shares sold at each separate sale price. F4 · balance_after: Includes 51,092 RSUs. Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. Read SEC document |
| October 17, 2025 Filed Oct 17, 2025 23:28 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 3,486 | $8.94 | $31,147.41 |
DisclosureSEC source: 0001995009-25-000003 · form4-10172025_111049.xml · nonDerivative · entry 2 Robertson Jenny · CIK 0001995009 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,970 F1 · kind: Represents a sale to cover tax obligations on the release of Restricted Stock Units ("RSUs"). F2 · price: This transaction was executed in multiple trades at prices ranging from $8.53 to $9.52. The price reported above reflects the weighted average sale price. 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 shares sold at each separate sale price. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 23:28 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 9,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001995009-25-000003 · form4-10172025_111049.xml · nonDerivative · entry 1 Robertson Jenny · CIK 0001995009 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,456 Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 21:03 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 542 | $4.67 | $2,530.06 |
DisclosureSEC source: 0001415889-25-022477 · form4-08202025_090842.xml · nonDerivative · entry 1 Robertson Jenny · CIK 0001995009 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,556 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · balance_after: Includes 51,092 RSUs. Read SEC document |
| May 16, 2025 Filed May 20, 2025 21:00 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 521 | $2.77 | $1,445.25 |
DisclosureSEC source: 0001415889-25-013817 · form4-05202025_050504.xml · nonDerivative · entry 1 Robertson Jenny · CIK 0001995009 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,098 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · balance_after: Includes 52,577 restricted stock units. Read SEC document |
| March 14, 2025 Filed Apr 9, 2025 21:46 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 5,720 | $2.61 | $14,929.20 |
DisclosureSEC source: 0001415889-25-010503 · form4-04092025_090405.xml · nonDerivative · entry 1 Robertson Jenny · CIK 0001995009 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,619 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Lexeo Therapeutics, Inc. 2023 Employee Stock Purchase Plan. This transaction is exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · balance_after: Includes 54,062 restricted stock units. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 22:08 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | SaleCommon Stock | 2,101 | $4.41 | $9,271.71 |
DisclosureSEC source: 0001415889-25-005108 · form4-02212025_100240.xml · nonDerivative · entry 1 Robertson Jenny · CIK 0001995009 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,899 F1 · kind: Represents a sale to cover tax obligations on the release of restricted stock units ("RSUs"). F2 · balance_after: Includes 54,062 RSUs. Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 21:55 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 72,500 | $0.00 Strike: $7.33 | $0.00 |
DisclosureSEC source: 0001415889-25-001285 · form4-01102025_040106.xml · derivative · entry 2 Robertson Jenny · CIK 0001995009 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,500 Underlying: Common Stock · 72,500 shares Expires 2035-01-06 F3 · derivative.exercise_date: 25% of the shares underlying the option vest and become exercisable on January 7, 2026, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service. Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 21:55 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 36,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-001285 · form4-01102025_040106.xml · nonDerivative · entry 1 Robertson Jenny · CIK 0001995009 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 F1 · shares: The reported securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. Twenty-five percent (25%) of the RSUs shall vest on February 15, 2026, and 1/16th of the RSUs shall vest in quarterly installments thereafter on the Issuer's standard quarterly vesting dates, subject to the Reporting Person's continued service through each applicable vesting date. F2 · balance_after: The reported securities are RSUs. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 23:50 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (Right to Buy) · Derivative | 142,500 | $0.00 Strike: $14.48 | $0.00 |
DisclosureSEC source: 0000950170-24-003464 · ownership.xml · derivative · entry 2 Robertson Jenny · CIK 0001995009 · Chief Legal and Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 142,500 Underlying: Common Stock · 142,500 shares Expires 2034-01-04 F2 · derivative.exercise_date: 25% of the shares underlying the option shall vest on January 5, 2025, and 1/48th of the shares underlying the option shall vest in monthly installments thereafter, subject to the Reporting Person's continuous service. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 23:50 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantCommon Stock | 23,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-003464 · ownership.xml · nonDerivative · entry 1 Robertson Jenny · CIK 0001995009 · Chief Legal and Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,750 F1 · shares: The reported securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock of the Issuer. Twenty-five percent (25%) of the RSUs shall vest on February 15, 2025, and 1/16th of the RSUs shall vest in quarterly installments thereafter on the Issuer's standard quarterly vesting dates, subject to the Reporting Person's continued service through each applicable vesting 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.