Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Renalytix plcRNLX · Entity 7446 | Chief Financial Officer | July 06, 2023 | July 07, 2023 |
| Star Mountain Lower Middle-Market Capital CorpNONE · Entity 81006 | Director | May 13, 2021 | May 13, 2021 |
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.
Renalytix plc
Report date July 06, 2023 · Filed July 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Expires 2033-07-05 | Direct | 575,160 |
Reported balance
After 2023-07-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-06 · Grant · Acquired 575,160 · Balance 575,160 F1: The exercise price is 1.025 pounds sterling. The U.S. dollar equivalent of the exercise price is $1.301 using the Bank of England rate as of July 6, 2023 (1.00 pound sterling = $1.269). F2: One twelfth (1/12th) of the shares subject to the option award shall vest in equal quarterly installments commencing on October 6, 2023, subject to the Reporting Person's continuous service. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise price is 1.025 pounds sterling. The U.S. dollar equivalent of the exercise price is $1.301 using the Bank of England rate as of July 6, 2023 (1.00 pound sterling = $1.269).
F2: One twelfth (1/12th) of the shares subject to the option award shall vest in equal quarterly installments commencing on October 6, 2023, subject to the Reporting Person's continuous service.
Star Mountain Lower Middle-Market Capital Corp
Report date May 13, 2021 · Filed May 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-05-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
bluebird bio, Inc.
Report date June 02, 2025 · Filed June 03, 2025
Section 16 reporting ended · disclosed 2025-06-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-06-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-06-02 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: In connection with the terms of an Agreement and Plan of Merger, dated as of February 21, 2025 (as amended, the "Merger Agreement"), by and among the Issuer, Beacon Parent Holdings, L.P. ("Parent") and Beacon Merger Sub, Inc., an indirect wholly owned subsidiary of Parent ("Purchaser"), Purchaser completed a tender offer for shares of the Issuer's Common Stock. Tendering stockholders were given the option to receive per share consideration of either (x) $3.00 in cash per share, subject to any applicable withholding taxes and without interest thereon, plus one contingent value right ("CVR") per share, representing the right to receive one contingent payment of $6.84, in cash, subject to any applicable withholding taxes and without interest thereon, upon achievement of the specified milestone or (y) $5.00 in cash per share, subject to any applicable withholding taxes and without interest thereon (collectively, the "Offer Price"). F2: (Continued from footnote 1) After completion of the tender offer, Purchaser merged with and into the Issuer (the "Merger"), effective as of June 2, 2025 (the "Effective Time"), with the Issuer continuing as the surviving entity and a wholly owned subsidiary of Parent. F3: Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each time-based restricted stock unit award with respect to shares that is, at the time of determination, subject to vesting or forfeiture conditions and that is not a PSU Award (as defined below) (but including, for clarity, any PSU Award that is subject solely to service-based vesting conditions as of the Effective Time) ("RSU Award") that is outstanding as of immediately prior thereto, shall (a) accelerate and become fully vested, and (b) by virtue of the Merger automatically (except as otherwise provided in the Merger Agreement) and without any action on the part of the Issuer, Parent or the holder thereof, be canceled and terminated and converted into the right to receive F4: (Continued from footnote 3) (i) an amount in cash equal to the product of the number of shares underlying such RSU Award immediately prior to the Effective Time and $3.00 in cash, subject to any applicable withholding taxes and without interest thereon plus (ii) one CVR with respect to each share subject to such RSU Award immediately prior to the Effective Time. Row 2 · 2025-06-02 · Grant · Acquired 2,500 · Balance 2,500 F5: Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each performance-based restricted stock unit award with respect to shares that is, at the time of determination, subject to performance-based vesting or forfeiture conditions ("PSU Award") that is outstanding and vested as of immediately prior thereto, or which shall become vested as required under the terms governing the PSU Award, shall by virtue of the Merger automatically and (except as otherwise provided in the Merger Agreement) without any action on the part of the Issuer, Parent or the holder thereof, be canceled and terminated and converted into the right to receive F6: (Continued from footnote 5) (i) an amount in cash equal to the product of the number of shares underlying such PSU Award immediately prior to the Effective Time (assuming that the applicable performance goals have been deemed to be achieved at the greater of target and actual level of performance as determined by the Compensation Committee of the Issuer's board of directors in its discretion) and $3.00 in cash, subject to any applicable withholding taxes and without interest thereon plus (ii) one CVR with respect to each such share subject to such PSU Award immediately prior to the Effective Time. Row 3 · 2025-06-02 · Disposition to issuer · Disposed 2,500 · Balance 0 F5: Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each performance-based restricted stock unit award with respect to shares that is, at the time of determination, subject to performance-based vesting or forfeiture conditions ("PSU Award") that is outstanding and vested as of immediately prior thereto, or which shall become vested as required under the terms governing the PSU Award, shall by virtue of the Merger automatically and (except as otherwise provided in the Merger Agreement) without any action on the part of the Issuer, Parent or the holder thereof, be canceled and terminated and converted into the right to receive F6: (Continued from footnote 5) (i) an amount in cash equal to the product of the number of shares underlying such PSU Award immediately prior to the Effective Time (assuming that the applicable performance goals have been deemed to be achieved at the greater of target and actual level of performance as determined by the Compensation Committee of the Issuer's board of directors in its discretion) and $3.00 in cash, subject to any applicable withholding taxes and without interest thereon plus (ii) one CVR with respect to each such share subject to such PSU Award immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the terms of an Agreement and Plan of Merger, dated as of February 21, 2025 (as amended, the "Merger Agreement"), by and among the Issuer, Beacon Parent Holdings, L.P. ("Parent") and Beacon Merger Sub, Inc., an indirect wholly owned subsidiary of Parent ("Purchaser"), Purchaser completed a tender offer for shares of the Issuer's Common Stock. Tendering stockholders were given the option to receive per share consideration of either (x) $3.00 in cash per share, subject to any applicable withholding taxes and without interest thereon, plus one contingent value right ("CVR") per share, representing the right to receive one contingent payment of $6.84, in cash, subject to any applicable withholding taxes and without interest thereon, upon achievement of the specified milestone or (y) $5.00 in cash per share, subject to any applicable withholding taxes and without interest thereon (collectively, the "Offer Price").
F2: (Continued from footnote 1) After completion of the tender offer, Purchaser merged with and into the Issuer (the "Merger"), effective as of June 2, 2025 (the "Effective Time"), with the Issuer continuing as the surviving entity and a wholly owned subsidiary of Parent.
F3: Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each time-based restricted stock unit award with respect to shares that is, at the time of determination, subject to vesting or forfeiture conditions and that is not a PSU Award (as defined below) (but including, for clarity, any PSU Award that is subject solely to service-based vesting conditions as of the Effective Time) ("RSU Award") that is outstanding as of immediately prior thereto, shall (a) accelerate and become fully vested, and (b) by virtue of the Merger automatically (except as otherwise provided in the Merger Agreement) and without any action on the part of the Issuer, Parent or the holder thereof, be canceled and terminated and converted into the right to receive
F4: (Continued from footnote 3) (i) an amount in cash equal to the product of the number of shares underlying such RSU Award immediately prior to the Effective Time and $3.00 in cash, subject to any applicable withholding taxes and without interest thereon plus (ii) one CVR with respect to each share subject to such RSU Award immediately prior to the Effective Time.
F5: Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each performance-based restricted stock unit award with respect to shares that is, at the time of determination, subject to performance-based vesting or forfeiture conditions ("PSU Award") that is outstanding and vested as of immediately prior thereto, or which shall become vested as required under the terms governing the PSU Award, shall by virtue of the Merger automatically and (except as otherwise provided in the Merger Agreement) without any action on the part of the Issuer, Parent or the holder thereof, be canceled and terminated and converted into the right to receive
F6: (Continued from footnote 5) (i) an amount in cash equal to the product of the number of shares underlying such PSU Award immediately prior to the Effective Time (assuming that the applicable performance goals have been deemed to be achieved at the greater of target and actual level of performance as determined by the Compensation Committee of the Issuer's board of directors in its discretion) and $3.00 in cash, subject to any applicable withholding taxes and without interest thereon plus (ii) one CVR with respect to each such share subject to such PSU Award immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| June 02, 2025 Filed Jun 3, 2025 17:21 UTC | bluebird bio, Inc. BLUE · Entity 78923 | Disposition to issuerCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-081123 · ownership.xml · nonDerivative · entry 3 Sterling O. James · CIK 0001851144 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F5 · price: Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each performance-based restricted stock unit award with respect to shares that is, at the time of determination, subject to performance-based vesting or forfeiture conditions ("PSU Award") that is outstanding and vested as of immediately prior thereto, or which shall become vested as required under the terms governing the PSU Award, shall by virtue of the Merger automatically and (except as otherwise provided in the Merger Agreement) without any action on the part of the Issuer, Parent or the holder thereof, be canceled and terminated and converted into the right to receive F6 · price: (Continued from footnote 5) (i) an amount in cash equal to the product of the number of shares underlying such PSU Award immediately prior to the Effective Time (assuming that the applicable performance goals have been deemed to be achieved at the greater of target and actual level of performance as determined by the Compensation Committee of the Issuer's board of directors in its discretion) and $3.00 in cash, subject to any applicable withholding taxes and without interest thereon plus (ii) one CVR with respect to each such share subject to such PSU Award immediately prior to the Effective Time. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 17:21 UTC | bluebird bio, Inc. BLUE · Entity 78923 | GrantCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-081123 · ownership.xml · nonDerivative · entry 2 Sterling O. James · CIK 0001851144 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 F5 · price: Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each performance-based restricted stock unit award with respect to shares that is, at the time of determination, subject to performance-based vesting or forfeiture conditions ("PSU Award") that is outstanding and vested as of immediately prior thereto, or which shall become vested as required under the terms governing the PSU Award, shall by virtue of the Merger automatically and (except as otherwise provided in the Merger Agreement) without any action on the part of the Issuer, Parent or the holder thereof, be canceled and terminated and converted into the right to receive F6 · price: (Continued from footnote 5) (i) an amount in cash equal to the product of the number of shares underlying such PSU Award immediately prior to the Effective Time (assuming that the applicable performance goals have been deemed to be achieved at the greater of target and actual level of performance as determined by the Compensation Committee of the Issuer's board of directors in its discretion) and $3.00 in cash, subject to any applicable withholding taxes and without interest thereon plus (ii) one CVR with respect to each such share subject to such PSU Award immediately prior to the Effective Time. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 17:21 UTC | bluebird bio, Inc. BLUE · Entity 78923 | Disposition to issuerCommon Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-081123 · ownership.xml · nonDerivative · entry 1 Sterling O. James · CIK 0001851144 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: In connection with the terms of an Agreement and Plan of Merger, dated as of February 21, 2025 (as amended, the "Merger Agreement"), by and among the Issuer, Beacon Parent Holdings, L.P. ("Parent") and Beacon Merger Sub, Inc., an indirect wholly owned subsidiary of Parent ("Purchaser"), Purchaser completed a tender offer for shares of the Issuer's Common Stock. Tendering stockholders were given the option to receive per share consideration of either (x) $3.00 in cash per share, subject to any applicable withholding taxes and without interest thereon, plus one contingent value right ("CVR") per share, representing the right to receive one contingent payment of $6.84, in cash, subject to any applicable withholding taxes and without interest thereon, upon achievement of the specified milestone or (y) $5.00 in cash per share, subject to any applicable withholding taxes and without interest thereon (collectively, the "Offer Price"). F2 · price: (Continued from footnote 1) After completion of the tender offer, Purchaser merged with and into the Issuer (the "Merger"), effective as of June 2, 2025 (the "Effective Time"), with the Issuer continuing as the surviving entity and a wholly owned subsidiary of Parent. F3 · price: Pursuant to the terms of the Merger Agreement, immediately prior to the Effective Time, each time-based restricted stock unit award with respect to shares that is, at the time of determination, subject to vesting or forfeiture conditions and that is not a PSU Award (as defined below) (but including, for clarity, any PSU Award that is subject solely to service-based vesting conditions as of the Effective Time) ("RSU Award") that is outstanding as of immediately prior thereto, shall (a) accelerate and become fully vested, and (b) by virtue of the Merger automatically (except as otherwise provided in the Merger Agreement) and without any action on the part of the Issuer, Parent or the holder thereof, be canceled and terminated and converted into the right to receive F4 · price: (Continued from footnote 3) (i) an amount in cash equal to the product of the number of shares underlying such RSU Award immediately prior to the Effective Time and $3.00 in cash, subject to any applicable withholding taxes and without interest thereon plus (ii) one CVR with respect to each share subject to such RSU Award immediately prior to the Effective Time. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 16:06 UTC | bluebird bio, Inc. BLUE · Entity 78923 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007128 · primarydocument.xml · nonDerivative · entry 1 Sterling O. James · CIK 0001851144 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 F1 · security: These restricted stock units for common stock vest over a four-year period at the rate of 25% on each of July 1, 2025, July 1, 2026, July 1, 2027 and July 1, 2028. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:05 UTC | bluebird bio, Inc. BLUE · Entity 78923 | GrantStock Options (Right to buy) · Derivative | 300,000 | $0.00 Strike: $0.98 | $0.00 |
DisclosureSEC source: 0001562180-24-005590 · primarydocument.xml · derivative · entry 1 Sterling O. James · CIK 0001851144 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2034-07-01 F1 · derivative.exercise_date: This stock option vests over a four-year period at the rate of 25% on July 1, 2025, and then in equal monthly installments for the remaining 36 months. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 16:24 UTC | Renalytix plc RNLX · Entity 7446 | GrantEmployee Stock Option (right to buy) · Derivative | 575,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041795 · doc4.xml · derivative · entry 1 Sterling O. James · CIK 0001851144 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,160 Underlying: Ordinary Shares · 575,160 shares Expires 2033-07-05 F1 · derivative.exercise_price: The exercise price is 1.025 pounds sterling. The U.S. dollar equivalent of the exercise price is $1.301 using the Bank of England rate as of July 6, 2023 (1.00 pound sterling = $1.269). F2 · derivative.exercise_date: One twelfth (1/12th) of the shares subject to the option award shall vest in equal quarterly installments commencing on October 6, 2023, subject to the Reporting Person's continuous service. 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.