Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xencor IncXNCR · Entity 4487 | EVP, Chief Development Officer | May 02, 2025 | May 06, 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.
Xencor Inc
Report date May 02, 2025 · Filed May 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,169 |
Reported balance
After 2025-05-02 transaction · row 1
1 source rowRow 1 · 2025-05-02 · Sale · Disposed 4,616 · Balance 49,169 F1: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 13,099 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 13,099 restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Myovant Sciences Ltd.
Report date March 10, 2023 · Filed March 10, 2023
Section 16 reporting ended · disclosed 2023-03-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-10 transaction · row 1
1 source rowRow 1 · 2023-03-10 · Disposition to issuer · Disposed 3,673 · Balance 0 F1: On March 10, 2023, Sumitovant Biopharma Ltd. ("Sumitovant") acquired all of the common shares of the Issuer not previously held by it pursuant to the terms of an Agreement and Plan of Merger, dated as of October 23, 2022 (the "Merger Agreement"), and a related Statutory Merger Agreement (the "Statutory Merger Agreement", and together with the Merger Agreement, the "Merger Agreements"), entered into by and among the Issuer, Sumitovant, Zeus Sciences Ltd., a wholly owned subsidiary of Sumitovant ("Merger Sub"), and other parties thereto. Pursuant to the Merger Agreements, Merger Sub merged with and into the Issuer, with the Issuer continuing as a wholly owned subsidiary of Sumitovant (the "Merger"). F2: Reflects the vested portion of 9,859 restricted stock units ("RSUs") granted to the Reporting Person as the annual non-employee director grant, which pro-ration was calculated based on the number of days the Reporting Person had served as a director from October 26, 2022 to the effective time of the Merger (the "Effective Time") (by using 365 days for a full year), which was equal to 3,673 (rounded down to the nearest whole RSU). Such vested RSUs were converted into the RSU Consideration (as defined below). The remaining 6,186 unvested RSUs were forfeited without consideration as of the Effective Time. F3: Each RSU outstanding immediately prior to the Effective Time that had not been settled in Issuer common shares was canceled and converted into the right to receive an amount (subject to any applicable withholding tax) in cash, without interest, equal to the product of (a) $27.00 in cash, without interest and less any applicable withholding taxes (the "Per Share Consideration"), multiplied by (b) the total number of Issuer common shares subject to such RSU immediately prior to the Effective Time (the "RSU Consideration"). |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.71 · Expires 2031-11-04 | Direct | 0 |
Reported balance
After 2023-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-10 · Disposition to issuer · Disposed 36,892 · Balance 0 F1: On March 10, 2023, Sumitovant Biopharma Ltd. ("Sumitovant") acquired all of the common shares of the Issuer not previously held by it pursuant to the terms of an Agreement and Plan of Merger, dated as of October 23, 2022 (the "Merger Agreement"), and a related Statutory Merger Agreement (the "Statutory Merger Agreement", and together with the Merger Agreement, the "Merger Agreements"), entered into by and among the Issuer, Sumitovant, Zeus Sciences Ltd., a wholly owned subsidiary of Sumitovant ("Merger Sub"), and other parties thereto. Pursuant to the Merger Agreements, Merger Sub merged with and into the Issuer, with the Issuer continuing as a wholly owned subsidiary of Sumitovant (the "Merger"). F5: Each then-outstanding and unexercised Issuer stock option (whether vested or unvested) was canceled and converted into the right to receive an amount (subject to any withholding tax) in cash, without interest, equal to the product of (a) the excess, if any, of (i) the Per Share Consideration over (ii) the applicable exercise price for such option, multiplied by (b) the total number of Issuer common shares subject to such option. F4: One-third of the options vested and became exercisable on November 5, 2022, with the balance of the options vesting in eight equal quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 10, 2023, Sumitovant Biopharma Ltd. ("Sumitovant") acquired all of the common shares of the Issuer not previously held by it pursuant to the terms of an Agreement and Plan of Merger, dated as of October 23, 2022 (the "Merger Agreement"), and a related Statutory Merger Agreement (the "Statutory Merger Agreement", and together with the Merger Agreement, the "Merger Agreements"), entered into by and among the Issuer, Sumitovant, Zeus Sciences Ltd., a wholly owned subsidiary of Sumitovant ("Merger Sub"), and other parties thereto. Pursuant to the Merger Agreements, Merger Sub merged with and into the Issuer, with the Issuer continuing as a wholly owned subsidiary of Sumitovant (the "Merger").
F2: Reflects the vested portion of 9,859 restricted stock units ("RSUs") granted to the Reporting Person as the annual non-employee director grant, which pro-ration was calculated based on the number of days the Reporting Person had served as a director from October 26, 2022 to the effective time of the Merger (the "Effective Time") (by using 365 days for a full year), which was equal to 3,673 (rounded down to the nearest whole RSU). Such vested RSUs were converted into the RSU Consideration (as defined below). The remaining 6,186 unvested RSUs were forfeited without consideration as of the Effective Time.
F3: Each RSU outstanding immediately prior to the Effective Time that had not been settled in Issuer common shares was canceled and converted into the right to receive an amount (subject to any applicable withholding tax) in cash, without interest, equal to the product of (a) $27.00 in cash, without interest and less any applicable withholding taxes (the "Per Share Consideration"), multiplied by (b) the total number of Issuer common shares subject to such RSU immediately prior to the Effective Time (the "RSU Consideration").
F4: One-third of the options vested and became exercisable on November 5, 2022, with the balance of the options vesting in eight equal quarterly installments thereafter.
F5: Each then-outstanding and unexercised Issuer stock option (whether vested or unvested) was canceled and converted into the right to receive an amount (subject to any withholding tax) in cash, without interest, equal to the product of (a) the excess, if any, of (i) the Per Share Consideration over (ii) the applicable exercise price for such option, multiplied by (b) the total number of Issuer common shares subject to such option.
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 |
|---|---|---|---|---|---|---|
| May 02, 2025 Filed May 6, 2025 16:40 UTC | Xencor Inc XNCR · Entity 4487 | SaleCommon Stock | 4,616 | $11.03 | $50,914.48 |
DisclosureSEC source: 0001127602-25-013484 · form4.xml · nonDerivative · entry 1 Valente Nancy · CIK 0001891344 · EVP, Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,169 F1 · shares: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 13,099 restricted stock units. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 16:28 UTC | Xencor Inc XNCR · Entity 4487 | SaleCommon Stock | 2,565 | $13.60 | $34,876.56 |
DisclosureSEC source: 0001127602-25-009072 · form4.xml · nonDerivative · entry 1 Valente Nancy · CIK 0001891344 · EVP, Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,785 F1 · shares: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 6,544 restricted stock units. F2 · balance_after: Includes the following shares acquired by the Reporting Person pursuant to the Issuer's Employee Stock Purchase Plan: 1,235 shares acquired on June 10, 2024. Read SEC document |
| May 02, 2024 Filed May 3, 2024 16:06 UTC | Xencor Inc XNCR · Entity 4487 | SaleCommon Stock | 4,745 | $23.58 | $111,871.92 |
DisclosureSEC source: 0001127602-24-014115 · form4.xml · nonDerivative · entry 1 Valente Nancy · CIK 0001891344 · EVP, Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,115 F1 · shares: Represents the disposition of shares that were sold to pay withholding taxes upon vesting of 13,098 restricted stock units. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 16:09 UTC | Xencor Inc XNCR · Entity 4487 | GrantStock Options · Derivative | 117,801 | $0.00 Strike: $22.85 | $0.00 |
DisclosureSEC source: 0001127602-24-009004 · form4.xml · derivative · entry 2 Valente Nancy · CIK 0001891344 · EVP, Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,801 Underlying: Common Stock · 117,801 shares Expires 2034-03-04 F3 · derivative.exercise_date: 25% of the shares subject to the option shall vest on the one year anniversary of March 5, 2024 (the "Vesting Commencement Date") and 1/48th of the shares shall vest monthly thereafter, such that the option shall be fully vested on the four year anniversary of the Vesting Commencement Date. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 16:09 UTC | Xencor Inc XNCR · Entity 4487 | GrantCommon Stock | 19,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009004 · form4.xml · nonDerivative · entry 1 Valente Nancy · CIK 0001891344 · EVP, Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,860 F1 · shares: Represents restricted stock units that vest as follows: 1/3 of the shares vest on the first, second and third anniversaries of the date of grant. F2 · balance_after: Includes the following shares acquired by the reporting person pursuant to the Issuer's Employee Stock Purchase Plan: 930 shares acquired in December 2023. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:48 UTC | Xencor Inc XNCR · Entity 4487 | GrantStock Options · Derivative | 235,778 | $0.00 Strike: $27.07 | $0.00 |
DisclosureSEC source: 0001127602-23-014376 · form4.xml · derivative · entry 2 Valente Nancy · CIK 0001891344 · EVP, Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,778 Underlying: Common Stock · 235,778 shares Expires 2033-05-01 F2 · derivative.exercise_date: 25% of the shares subject to the option shall vest on the one year anniversary of May 1, 2024 (the "Vesting Commencement Date") and 1/48th of the shares shall vest monthly thereafter, such that the option shall be fully vested on the four year anniversary of the Vesting Commencement Date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:48 UTC | Xencor Inc XNCR · Entity 4487 | GrantCommon Stock | 39,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014376 · form4.xml · nonDerivative · entry 1 Valente Nancy · CIK 0001891344 · EVP, Chief Development Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,296 F1 · shares: Represents restricted stock units that vest as follows: 1/3 of the shares vest on the first, second and third anniversaries of the date of grant. Read SEC document |
| March 10, 2023 Filed Mar 10, 2023 09:32 UTC | Myovant Sciences Ltd. MYOV · Entity 115677 | Disposition to issuerStock Options (Right to Buy) · Derivative | 36,892 | Not disclosed Strike: $22.71 | Not disclosed |
DisclosureSEC source: 0001209191-23-017724 · doc4.xml · derivative · entry 2 Valente Nancy · CIK 0001891344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 36,892 shares Expires 2031-11-04 F1 · kind: On March 10, 2023, Sumitovant Biopharma Ltd. ("Sumitovant") acquired all of the common shares of the Issuer not previously held by it pursuant to the terms of an Agreement and Plan of Merger, dated as of October 23, 2022 (the "Merger Agreement"), and a related Statutory Merger Agreement (the "Statutory Merger Agreement", and together with the Merger Agreement, the "Merger Agreements"), entered into by and among the Issuer, Sumitovant, Zeus Sciences Ltd., a wholly owned subsidiary of Sumitovant ("Merger Sub"), and other parties thereto. Pursuant to the Merger Agreements, Merger Sub merged with and into the Issuer, with the Issuer continuing as a wholly owned subsidiary of Sumitovant (the "Merger"). F5 · price: Each then-outstanding and unexercised Issuer stock option (whether vested or unvested) was canceled and converted into the right to receive an amount (subject to any withholding tax) in cash, without interest, equal to the product of (a) the excess, if any, of (i) the Per Share Consideration over (ii) the applicable exercise price for such option, multiplied by (b) the total number of Issuer common shares subject to such option. F4 · derivative.exercise_date: One-third of the options vested and became exercisable on November 5, 2022, with the balance of the options vesting in eight equal quarterly installments thereafter. Read SEC document |
| March 10, 2023 Filed Mar 10, 2023 09:32 UTC | Myovant Sciences Ltd. MYOV · Entity 115677 | Disposition to issuerCommon Shares | 3,673 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-017724 · doc4.xml · nonDerivative · entry 1 Valente Nancy · CIK 0001891344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On March 10, 2023, Sumitovant Biopharma Ltd. ("Sumitovant") acquired all of the common shares of the Issuer not previously held by it pursuant to the terms of an Agreement and Plan of Merger, dated as of October 23, 2022 (the "Merger Agreement"), and a related Statutory Merger Agreement (the "Statutory Merger Agreement", and together with the Merger Agreement, the "Merger Agreements"), entered into by and among the Issuer, Sumitovant, Zeus Sciences Ltd., a wholly owned subsidiary of Sumitovant ("Merger Sub"), and other parties thereto. Pursuant to the Merger Agreements, Merger Sub merged with and into the Issuer, with the Issuer continuing as a wholly owned subsidiary of Sumitovant (the "Merger"). F2 · shares: Reflects the vested portion of 9,859 restricted stock units ("RSUs") granted to the Reporting Person as the annual non-employee director grant, which pro-ration was calculated based on the number of days the Reporting Person had served as a director from October 26, 2022 to the effective time of the Merger (the "Effective Time") (by using 365 days for a full year), which was equal to 3,673 (rounded down to the nearest whole RSU). Such vested RSUs were converted into the RSU Consideration (as defined below). The remaining 6,186 unvested RSUs were forfeited without consideration as of the Effective Time. F3 · price: Each RSU outstanding immediately prior to the Effective Time that had not been settled in Issuer common shares was canceled and converted into the right to receive an amount (subject to any applicable withholding tax) in cash, without interest, equal to the product of (a) $27.00 in cash, without interest and less any applicable withholding taxes (the "Per Share Consideration"), multiplied by (b) the total number of Issuer common shares subject to such RSU immediately prior to the Effective Time (the "RSU Consideration"). Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 16:34 UTC | Myovant Sciences Ltd. MYOV · Entity 115677 | GrantCommon Shares | 9,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054810 · doc4.xml · nonDerivative · entry 1 Valente Nancy · CIK 0001891344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,859 F1 · shares: The Common Shares are to be acquired upon the vesting of certain Restricted Stock Units ("RSUs") granted to the Reporting Person as the annual non-employee director grant. The RSUs shall (x) vest in full on the earlier to occur of (i) October 26, 2023 and (ii) the date that is one day prior to the Issuer's 2023 annual shareholder meeting, subject in each case to the Reporting Person providing continuous service to the Issuer on such date, or (y) to the extent the RSUs have not vested as of the Effective Time, vest pro rata based on the number of days the Reporting Person has served since October 26, 2022 (by using 365 days for a full year), and the vested RSUs shall be entitled to the RSU Consideration as set forth in Section 2.04(b)(i) of the Merger Agreement, and the unvested RSUs shall be forfeited without consideration as of the Effective Time. F2 · shares: Each capitalized term not defined above has the meaning assigned to it in that certain Agreement and Plan of Merger by and among the Issuer, Sumitovant Biopharma Ltd., Zeus Sciences Ltd., and, solely with respect to Article IX and Annex A, Sumitomo Pharma Co., Ltd. dated October 23, 2022 (the "Merger Agreement"). Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 16:22 UTC | Xencor Inc XNCR · Entity 4487 | GrantStock Option (Right to Buy) · Derivative | 35,282 | $0.00 Strike: $25.32 | $0.00 |
DisclosureSEC source: 0001127602-22-022254 · form4.xml · derivative · entry 1 Valente Nancy · CIK 0001891344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,282 Underlying: Common Stock · 35,282 shares Expires 2032-09-08 F1 · derivative.exercise_date: 1/3 of the shares subject to the stock option vest and become exercisable on September 8, 2023, and the remaining shares vest in equal monthly installments over the subsequent 24 months. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 17:15 UTC | Myovant Sciences Ltd. MYOV · Entity 115677 | GrantStock Option (Right to Buy) · Derivative | 36,892 | $0.00 Strike: $22.71 | $0.00 |
DisclosureSEC source: 0001209191-21-063665 · doc4.xml · derivative · entry 1 Valente Nancy · CIK 0001891344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,892 Underlying: Common Shares · 36,892 shares Expires 2031-11-04 F1 · derivative.exercise_date: 1/3rd of the shares underlying the option vest and become exercisable on November 5, 2022, with the balance of the shares vesting in eight equal quarterly installments thereafter, subject to the Reporting Person's continued service to the Issuer through the 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.