TapewireFind a company

person · Reporting owner

Dake Benjamin T

Disclosed activity across 1 company

Tapewire entity
88536
SEC CIK
0001869248

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Jade Biosciences, Inc.AVTE · Entity 4757SEE REMARKSJuly 31, 2024August 02, 2024

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.

Jade Biosciences, Inc.

Report date July 31, 2024 · Filed August 02, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect14,252 Ending reported balance After 2024-08-01 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2024-07-31 · Exercise / conversion · Acquired 11,454 · Balance 12,745

Row 2 · 2024-08-01 · Exercise / conversion · Acquired 1,507 · Balance 14,252

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.74 · Expires 2030-09-03Direct0 Reported balance After 2024-07-31 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2024-07-31 · Exercise / conversion · Disposed 906 · Balance 0

F1: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.74 · Expires 2030-09-03Direct1,507 Reported balance After 2024-07-31 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2024-07-31 · Exercise / conversion · Disposed 10,548 · Balance 1,507

F2: A total of 72,325 shares subject to an employee stock option were granted on September 4, 2020, with 25% of the shares vested on August 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.74 · Expires 2030-09-03Direct0 Reported balance After 2024-08-01 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2024-08-01 · Exercise / conversion · Disposed 1,507 · Balance 0

F2: A total of 72,325 shares subject to an employee stock option were granted on September 4, 2020, with 25% of the shares vested on August 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Filing footnotes · ownership attribution and instrument terms

F1: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

F2: A total of 72,325 shares subject to an employee stock option were granted on September 4, 2020, with 25% of the shares vested on August 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 12, 2022 Filed Sep 14, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 272 $18.77 $5,104.90
Disclosure

SEC source: 0001415889-22-009612 · form4-09142022_050901.xml · nonDerivative · entry 4

Dake Benjamin T · CIK 0001869248 · SEE REMARKS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.72 to $18.86, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 1,976 $18.26 $36,086.90
Disclosure

SEC source: 0001415889-22-009612 · form4-09142022_050901.xml · nonDerivative · entry 3

Dake Benjamin T · CIK 0001869248 · SEE REMARKS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 272

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.595 to $18.54, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 5,272 $16.90 $89,114.72
Disclosure

SEC source: 0001415889-22-009612 · form4-09142022_050901.xml · nonDerivative · entry 2

Dake Benjamin T · CIK 0001869248 · SEE REMARKS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,248

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.59 to $17.58, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 7,520 $2.14 $16,092.80
Disclosure

SEC source: 0001415889-22-009612 · form4-09142022_050901.xml · nonDerivative · entry 1

Dake Benjamin T · CIK 0001869248 · SEE REMARKS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,520

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
September 09, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 4,462 $0.00 Strike: $2.14 $0.00
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · derivative · entry 11

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,420

Underlying: Common Stock · 4,462 shares

Expires 2031-04-02

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F8 · derivative.exercise_date: A total of 48,882 shares subject to an employee stock option were granted on April 2, 2021, with shares vesting in 48 substantially equal monthly installments.

Read SEC document
September 09, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 258 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · derivative · entry 10

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,488

Underlying: Common Stock · 258 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F6 · derivative.exercise_date: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
September 09, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 176 $18.54 $3,262.32
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · nonDerivative · entry 7

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.07 to $18.75, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 09, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 4,544 $17.50 $79,540.45
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · nonDerivative · entry 6

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.06 to $18.06, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 09, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 4,462 $2.14 $9,548.68
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · nonDerivative · entry 5

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,720

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
September 09, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 258 $1.74 $448.92
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · nonDerivative · entry 4

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 258

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
September 08, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 2,472 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · derivative · entry 9

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,656

Underlying: Common Stock · 2,472 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F7 · derivative.exercise_date: A total of 72,325 shares subject to an employee stock option were granted on September 4, 2020, with 25% of the shares vested on August 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
September 08, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 648 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · derivative · entry 8

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,746

Underlying: Common Stock · 648 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F6 · derivative.exercise_date: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
September 08, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 629 $18.42 $11,588.32
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · nonDerivative · entry 3

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.40 to $18.505, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 08, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 2,491 $18.14 $45,193.22
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · nonDerivative · entry 2

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 629

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.39 to $18.385, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 08, 2022 Filed Sep 12, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 3,120 $1.74 $5,428.80
Disclosure

SEC source: 0001493152-22-025660 · ownership.xml · nonDerivative · entry 1

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,120

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
September 07, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 8,220 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · derivative · entry 9

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,128

Underlying: Common Stock · 8,220 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F7 · derivative.exercise_date: A total of 72,325 shares subject to an employee stock option were granted on September 4, 2020, with 25% of the shares vested on August 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
September 07, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 3,658 $18.42 $67,386.21
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · nonDerivative · entry 7

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.345 to $18.625, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 07, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 4.562 $18.12 $82.65
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · nonDerivative · entry 6

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,658

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.32 to $18.32, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 07, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 8,220 $1.74 $14,302.80
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · nonDerivative · entry 5

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,220

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
September 06, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 9,166 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · derivative · entry 8

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,348

Underlying: Common Stock · 9,166 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F7 · derivative.exercise_date: A total of 72,325 shares subject to an employee stock option were granted on September 4, 2020, with 25% of the shares vested on August 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
September 06, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 606 $19.78 $11,984.38
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · nonDerivative · entry 4

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.595 to $20.075, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 06, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 4,138 $18.98 $78,546.27
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · nonDerivative · entry 3

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 606

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $18.57 to $19.50, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 06, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 4,422 $17.94 $79,345.27
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · nonDerivative · entry 2

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,744

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.56 to $18.50, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
September 06, 2022 Filed Sep 8, 2022 17:30 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 9,166 $1.74 $15,948.84
Disclosure

SEC source: 0001493152-22-025399 · ownership.xml · nonDerivative · entry 1

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,166

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
August 16, 2022 Filed Aug 18, 2022 17:00 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 17,811 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-023472 · ownership.xml · derivative · entry 6

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,514

Underlying: Common Stock · 17,811 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F6 · derivative.exercise_date: A total of 72,325 shares subject to an employee stock option were granted on September 4, 2020, with 25% of the shares vested on August 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
August 16, 2022 Filed Aug 18, 2022 17:00 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 3,189 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-023472 · ownership.xml · derivative · entry 5

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,394

Underlying: Common Stock · 3,189 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F5 · derivative.exercise_date: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
August 16, 2022 Filed Aug 18, 2022 17:00 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 3,451 $24.10 $83,173.59
Disclosure

SEC source: 0001493152-22-023472 · ownership.xml · nonDerivative · entry 4

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.95 to $24.57, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 16, 2022 Filed Aug 18, 2022 17:00 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 7,074 $23.29 $164,724.46
Disclosure

SEC source: 0001493152-22-023472 · ownership.xml · nonDerivative · entry 3

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,451

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.94 to $23.94, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 16, 2022 Filed Aug 18, 2022 17:00 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 10,475 $22.44 $235,033.86
Disclosure

SEC source: 0001493152-22-023472 · ownership.xml · nonDerivative · entry 2

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,525

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $21.92 to $22.915, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 16, 2022 Filed Aug 18, 2022 17:00 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 21,000 $1.74 $36,540.00
Disclosure

SEC source: 0001493152-22-023472 · ownership.xml · nonDerivative · entry 1

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,000

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
August 11, 2022 Filed Aug 12, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 1,347 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-022415 · ownership.xml · derivative · entry 8

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,583

Underlying: Common Stock · 1,347 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F5 · derivative.exercise_date: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
August 11, 2022 Filed Aug 12, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 79 $24.55 $1,939.45
Disclosure

SEC source: 0001493152-22-022415 · ownership.xml · nonDerivative · entry 6

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
August 11, 2022 Filed Aug 12, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 1,268 $23.89 $30,292.39
Disclosure

SEC source: 0001493152-22-022415 · ownership.xml · nonDerivative · entry 5

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.47 to $24.26, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 11, 2022 Filed Aug 12, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 1,347 $1.74 $2,343.78
Disclosure

SEC source: 0001493152-22-022415 · ownership.xml · nonDerivative · entry 4

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,347

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
August 10, 2022 Filed Aug 12, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 12,720 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-022415 · ownership.xml · derivative · entry 7

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,930

Underlying: Common Stock · 12,720 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F5 · derivative.exercise_date: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
August 10, 2022 Filed Aug 12, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 780 $24.48 $19,095.96
Disclosure

SEC source: 0001493152-22-022415 · ownership.xml · nonDerivative · entry 3

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.435 to $25.15, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 10, 2022 Filed Aug 12, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 11,940 $24.06 $287,270.43
Disclosure

SEC source: 0001493152-22-022415 · ownership.xml · nonDerivative · entry 2

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 780

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.43 to $24.40, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 10, 2022 Filed Aug 12, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 12,720 $1.74 $22,132.80
Disclosure

SEC source: 0001493152-22-022415 · ownership.xml · nonDerivative · entry 1

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,720

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
August 09, 2022 Filed Aug 10, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 8,700 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-021919 · ownership.xml · derivative · entry 8

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,650

Underlying: Common Stock · 8,700 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F6 · derivative.exercise_date: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
August 09, 2022 Filed Aug 10, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 2,791 $24.52 $68,436.44
Disclosure

SEC source: 0001493152-22-021919 · ownership.xml · nonDerivative · entry 6

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.345 to $24.70, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 09, 2022 Filed Aug 10, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 5,909 $23.84 $140,888.88
Disclosure

SEC source: 0001493152-22-021919 · ownership.xml · nonDerivative · entry 5

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,791

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.34 to $24.34, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 09, 2022 Filed Aug 10, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 8,700 $1.74 $15,138.00
Disclosure

SEC source: 0001493152-22-021919 · ownership.xml · nonDerivative · entry 4

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,700

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionStock Option (Right to Buy) · Derivative 6,943 $0.00 Strike: $1.74 $0.00
Disclosure

SEC source: 0001493152-22-021919 · ownership.xml · derivative · entry 7

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,350

Underlying: Common Stock · 6,943 shares

Expires 2030-09-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F6 · derivative.exercise_date: A total of 48,293 shares subject to an employee stock option were granted on September 4, 2020, with 10% of the shares vested on January 1, 2020, an additional 22.5% of the shares vested on January 1, 2021, and the remainder vesting in 36 substantially equal monthly installments thereafter.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 2,954 $24.94 $73,678.37
Disclosure

SEC source: 0001493152-22-021919 · ownership.xml · nonDerivative · entry 3

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.81 to $25.43, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 SaleCommon Stock 3,989 $24.39 $97,283.33
Disclosure

SEC source: 0001493152-22-021919 · ownership.xml · nonDerivative · entry 2

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,954

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.80 to $24.75, inclusive. Full information regarding the number of shares sold at each separate price can be furnished to the SEC staff upon request.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 17:15 UTC Jade Biosciences, Inc. AVTE · Entity 4757 Exercise / conversionCommon Stock 6,943 $1.74 $12,080.82
Disclosure

SEC source: 0001493152-22-021919 · ownership.xml · nonDerivative · entry 1

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,943

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

Read SEC document
December 14, 2021 Filed Dec 16, 2021 18:00 UTC Jade Biosciences, Inc. AVTE · Entity 4757 GrantStock Option (Right to Buy) · Derivative 58,000 $0.00 Strike: $10.61 $0.00
Disclosure

SEC source: 0001493152-21-031754 · ownership.xml · derivative · entry 1

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,000

Underlying: Common Stock · 58,000 shares

Expires 2031-12-13

F1 · derivative.exercise_date: This option shall vest and become exercisable in 48 substantially equal monthly installments, with the first installment vesting on January 14, 2022.

Read SEC document
June 29, 2021 Filed Jul 1, 2021 18:28 UTC Jade Biosciences, Inc. AVTE · Entity 4757 GrantStock Option (Right to Buy) · Derivative 180,800 $0.00 Strike: $14.00 $0.00
Disclosure

SEC source: 0001104659-21-088374 · tm2121189-1_4seq1.xml · derivative · entry 3

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,800

Underlying: Common Stock · 180,800 shares

Expires 2031-06-28

F5 · derivative.exercise_date: This option shall vest and become exercisable in 48 substantially equal monthly installments, with the first installment vesting on July 29, 2021.

Read SEC document
April 02, 2021 Filed Jul 1, 2021 18:28 UTC Jade Biosciences, Inc. AVTE · Entity 4757 GrantStock Option (Right to Buy) · Derivative 328,921 $0.00 Strike: $2.14 $0.00
Disclosure

SEC source: 0001104659-21-088374 · tm2121189-1_4seq1.xml · derivative · entry 2

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 328,921

Underlying: Common Stock · 328,921 shares

Expires 2031-04-01

F1 · derivative.exercise_price: On June 22, 2021, the Issuer completed a one-for-3.1060103 reverse stock split of the Issuer's Common Stock (the "Reverse Split"). This amount has been adjusted to give effect to the Reverse Split.

F2 · kind: This transaction occurred prior to the Issuer's initial public offering, and is being reported on Form 4 solely for purposes of compliance with Rule 16a-2(a) under the Securities Exchange Act of 1934, as amended. The securities covered by such transaction were previously included on the Reporting Person's Form 3.

F1 · shares: On June 22, 2021, the Issuer completed a one-for-3.1060103 reverse stock split of the Issuer's Common Stock (the "Reverse Split"). This amount has been adjusted to give effect to the Reverse Split.

F4 · derivative.exercise_date: This option shall vest and become exercisable in 48 substantially equal monthly installments, with the first installment vesting on July 4, 2021.

F1 · derivative.underlying_shares: On June 22, 2021, the Issuer completed a one-for-3.1060103 reverse stock split of the Issuer's Common Stock (the "Reverse Split"). This amount has been adjusted to give effect to the Reverse Split.

F1 · balance_after: On June 22, 2021, the Issuer completed a one-for-3.1060103 reverse stock split of the Issuer's Common Stock (the "Reverse Split"). This amount has been adjusted to give effect to the Reverse Split.

Read SEC document
April 02, 2021 Filed Jul 1, 2021 18:28 UTC Jade Biosciences, Inc. AVTE · Entity 4757 GrantStock Option (Right to Buy) · Derivative 48,882 $0.00 Strike: $2.14 $0.00
Disclosure

SEC source: 0001104659-21-088374 · tm2121189-1_4seq1.xml · derivative · entry 1

Dake Benjamin T · CIK 0001869248 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,882

Underlying: Common Stock · 48,882 shares

Expires 2031-04-01

F1 · derivative.exercise_price: On June 22, 2021, the Issuer completed a one-for-3.1060103 reverse stock split of the Issuer's Common Stock (the "Reverse Split"). This amount has been adjusted to give effect to the Reverse Split.

F2 · kind: This transaction occurred prior to the Issuer's initial public offering, and is being reported on Form 4 solely for purposes of compliance with Rule 16a-2(a) under the Securities Exchange Act of 1934, as amended. The securities covered by such transaction were previously included on the Reporting Person's Form 3.

F1 · shares: On June 22, 2021, the Issuer completed a one-for-3.1060103 reverse stock split of the Issuer's Common Stock (the "Reverse Split"). This amount has been adjusted to give effect to the Reverse Split.

F3 · derivative.exercise_date: This option shall vest and become exercisable in 48 substantially equal monthly installments, with the first installment vested on May 2, 2021.

F1 · derivative.underlying_shares: On June 22, 2021, the Issuer completed a one-for-3.1060103 reverse stock split of the Issuer's Common Stock (the "Reverse Split"). This amount has been adjusted to give effect to the Reverse Split.

F1 · balance_after: On June 22, 2021, the Issuer completed a one-for-3.1060103 reverse stock split of the Issuer's Common Stock (the "Reverse Split"). This amount has been adjusted to give effect to the Reverse Split.

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.