Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BillionToOne, Inc.BLLN · Entity 3992 | See Remarks | October 08, 2026 | October 13, 2026 |
| Nuwellis, Inc.CHFS · Entity 8478 | Chief Legal Compliance Officer | January 22, 2021 | January 27, 2021 |
| Orexigen Therapeutics, Inc.OREX · Entity 157016 | EVP, Chief Admin Off, GC & Sec | October 13, 2017 | October 17, 2017 |
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.
BillionToOne, Inc.
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,700 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Exercise / conversion · Acquired 8,000 · Balance 8,700 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.65 · Expires 2033-01-18 | Direct | 40,974 |
Reported balance
After 2026-10-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-08 · Exercise / conversion · Disposed 8,000 · Balance 40,974 F1: The options are fully vested and exercisable. The terms of the underlying option grant are as previously reported on the Reporting Person's Form 3 filed on November 5, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The options are fully vested and exercisable. The terms of the underlying option grant are as previously reported on the Reporting Person's Form 3 filed on November 5, 2025.
Nuwellis, Inc.
Report date January 22, 2021 · Filed January 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Incentive Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $9.30 · Expires 2031-01-21 | Direct | 7,000 |
Reported balance
After 2021-01-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-01-22 · Grant · Acquired 7,000 · Balance 7,000 F1: The options will vest as follows: 25% of the options will vest on the one-year anniversary of the date of grant; the remaining options will vest in 36 equal consecutive monthly increments thereafter, so all will be vested on the four-year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The options will vest as follows: 25% of the options will vest on the one-year anniversary of the date of grant; the remaining options will vest in 36 equal consecutive monthly increments thereafter, so all will be vested on the four-year anniversary of the date of grant.
Orexigen Therapeutics, Inc.
Report date October 13, 2017 · Filed October 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 69,600 |
Reported balance
After 2017-10-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-10-13 · Grant · Acquired 69,600 · Balance 69,600 F1: Each RSU represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F2: Reflects an award of restricted stock units ("RSUs"), each representing a contingent right to receive a share of the issuer's common stock upon settlement. F3: Twenty-five percent (25%) of the RSUs will vest on each of the first four (4) anniversaries of February 3, 2018 (each, a "Vesting Date"), subject to the reporting person's continued eligibility on each applicable Vesting Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement.
F2: Reflects an award of restricted stock units ("RSUs"), each representing a contingent right to receive a share of the issuer's common stock upon settlement.
F3: Twenty-five percent (25%) of the RSUs will vest on each of the first four (4) anniversaries of February 3, 2018 (each, a "Vesting Date"), subject to the reporting person's continued eligibility on each applicable 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 03, 2017 Filed Feb 7, 2017 06:49 UTC | Orexigen Therapeutics, Inc. OREX · Entity 157016 | GrantStock Option · Derivative | 87,000 | Not disclosed Strike: $4.10 | Not disclosed |
DisclosureSEC source: 0001209191-17-008201 · doc4.xml · derivative · entry 1 Lynch Thomas P. · CIK 0001659824 · EVP. General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,000 Underlying: Common Stock · 87,000 shares Expires 2027-02-02 F2 · price: Not Applicable F1 · derivative.exercise_date: 1/48th of the shares of stock subject to the option (rounded down to the next whole number of shares) shall vest on the same day of each month following 2/3/2017, so that all of the shares of the stock subject to the option shall be vested on 2/3/2021, subject to the Reporting Person's continued service relationship (whether as an employee, director or consultant) with the Issuer or any parent or subsidiary on each such date, as set forth in the applicable stock option grant notice and stock option agreement for such Reporting Person. 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.