Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climb Bio, Inc.ELYM · Entity 5064 | EVP, R&D AND CSO | July 19, 2024 | July 23, 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.
Climb Bio, Inc.
Report date July 19, 2024 · Filed July 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,317 |
Ending reported balance
After 2024-07-22 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-07-19 · Sale · Disposed 10,201 · Balance 150,322 Row 2 · 2024-07-19 · Sale · Disposed 50,000 · Balance 100,322 Row 3 · 2024-07-22 · Sale · Disposed 39,005 · Balance 61,317 Row 4 · 2024-07-22 · Sale · Disposed 30,000 · Balance 31,317 |
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 |
|---|---|---|---|---|---|---|
| July 22, 2024 Filed Jul 23, 2024 21:04 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 30,000 | $7.98 | $239,400.00 |
DisclosureSEC source: 0001415889-24-019946 · form4-07232024_090751.xml · nonDerivative · entry 4 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,317 Read SEC document |
| July 22, 2024 Filed Jul 23, 2024 21:04 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 39,005 | $8.07 | $314,770.35 |
DisclosureSEC source: 0001415889-24-019946 · form4-07232024_090751.xml · nonDerivative · entry 3 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,317 Read SEC document |
| July 19, 2024 Filed Jul 23, 2024 21:04 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 50,000 | $7.24 | $362,000.00 |
DisclosureSEC source: 0001415889-24-019946 · form4-07232024_090751.xml · nonDerivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,322 Read SEC document |
| July 19, 2024 Filed Jul 23, 2024 21:04 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 10,201 | $7.09 | $72,325.09 |
DisclosureSEC source: 0001415889-24-019946 · form4-07232024_090751.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,322 Read SEC document |
| July 18, 2024 Filed Jul 19, 2024 15:12 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 38,576 | $6.93 | $267,331.68 |
DisclosureSEC source: 0001415889-24-019814 · form4-07192024_030734.xml · nonDerivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,523 Read SEC document |
| July 17, 2024 Filed Jul 19, 2024 15:12 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 3,207 | $6.91 | $22,160.37 |
DisclosureSEC source: 0001415889-24-019814 · form4-07192024_030734.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,099 Read SEC document |
| July 16, 2024 Filed Jul 17, 2024 22:11 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 50,000 | $7.13 | $356,500.00 |
DisclosureSEC source: 0001415889-24-019706 · form4-07172024_100719.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,306 Read SEC document |
| July 15, 2024 Filed Jul 16, 2024 22:14 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 42,377 | $7.01 | $297,062.77 |
DisclosureSEC source: 0001415889-24-019610 · form4-07162024_100734.xml · nonDerivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,306 Read SEC document |
| July 12, 2024 Filed Jul 16, 2024 22:14 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 50,000 | $7.07 | $353,500.00 |
DisclosureSEC source: 0001415889-24-019610 · form4-07162024_100734.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,683 Read SEC document |
| July 11, 2024 Filed Jul 12, 2024 00:45 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 50,000 | $7.11 | $355,500.00 |
DisclosureSEC source: 0001415889-24-019504 · form4-07122024_120744.xml · nonDerivative · entry 3 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,683 Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 00:45 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 50,000 | $6.83 | $341,500.00 |
DisclosureSEC source: 0001415889-24-019504 · form4-07122024_120744.xml · nonDerivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,683 Read SEC document |
| July 09, 2024 Filed Jul 12, 2024 00:45 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 5,931 | $6.66 | $39,500.46 |
DisclosureSEC source: 0001415889-24-019504 · form4-07122024_120744.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 444,683 Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 20:46 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 12,342 | $7.06 | $87,134.52 |
DisclosureSEC source: 0001415889-24-019433 · form4-07092024_080757.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,614 Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 18:42 UTC | Climb Bio, Inc. ELYM · Entity 5064 | SaleCommon Stock | 50,000 | $6.76 | $338,000.00 |
DisclosureSEC source: 0001415889-24-019147 · form4-07032024_060700.xml · nonDerivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 462,956 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 18:42 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,649 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019147 · form4-07032024_060700.xml · derivative · entry 3 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,198 Underlying: Common Stock · 7,649 shares Expires 2031-02-25 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 · derivative.exercise_date: The shares subject to this option shall vest at a rate of 12/48ths of the total number of shares on the one-year anniversary of February 26, 2021 (the "February 2021 Vesting Commencement Date") and 1/48thof the total number of shares each monthly anniversary of the February 2021 Vesting Commencement Date thereafter (or if there is no corresponding day, on the last day of the month) for so long as the Reporting Person remains an officer, director, employee, consultant and/or advisor of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the February 2021Vesting Commencement Date. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 18:42 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionCommon Stock | 7,649 | $0.00 | $1.53 |
DisclosureSEC source: 0001415889-24-019147 · form4-07032024_060700.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512,956 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. Read SEC document |
| April 05, 2024 Filed Apr 8, 2024 21:33 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,847 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010516 · form4-04082024_090450.xml · derivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,046 Underlying: Common Stock · 17,847 shares Expires 2031-02-25 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 · derivative.exercise_date: The shares subject to this option shall vest at a rate of 12/48ths of the total number of shares on the one-year anniversary of February 26, 2021 (the "February 2021 Vesting Commencement Date") and 1/48thof the total number of shares each monthly anniversary of the February 2021 Vesting Commencement Date thereafter (or if there is no corresponding day, on the last day of the month) for so long as the Reporting Person remains an officer, director, employee, consultant and/or advisor of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the February 2021Vesting Commencement Date. Read SEC document |
| April 05, 2024 Filed Apr 8, 2024 21:33 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionCommon Stock | 17,847 | $0.00 | $3.57 |
DisclosureSEC source: 0001415889-24-010516 · form4-04082024_090450.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,307 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. Read SEC document |
| September 20, 2023 Filed Mar 4, 2024 16:07 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,297 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006211 · form4-03042024_040348.xml · derivative · entry 4 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,893 Underlying: Common Stock · 15,297 shares Expires 2031-02-25 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. F2 · derivative.exercise_date: The shares subject to this option shall vest at a rate of 12/48ths of the total number of shares on the one-year anniversary of February 26, 2021 (the "February 2021 Vesting Commencement Date") and 1/48thof the total number of shares each monthly anniversary of the February 2021 Vesting Commencement Date thereafter (or if there is no corresponding day, on the last day of the month) for so long as the Reporting Person remains an officer, director, employee, consultant and/or advisor of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the February 2021Vesting Commencement Date. Read SEC document |
| September 20, 2023 Filed Mar 4, 2024 16:07 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006211 · form4-03042024_040348.xml · derivative · entry 3 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,431 shares Expires 2030-02-03 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 · derivative.exercise_date: The shares subject to this option shall vest at a rate of 12/48ths of the total number of shares on the one-year anniversary of April 1, 2019 (the "April 2019 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the April 2019 Vesting Commencement Date thereafter (or if there is no corresponding day, on the last day of the month) for so long as the Reporting Person remains an officer, director, employee, consultant and/or advisor of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the April 2019 Vesting Commencement Date. Read SEC document |
| September 20, 2023 Filed Mar 4, 2024 16:07 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionCommon Stock | 15,297 | $0.00 | $3.06 |
DisclosureSEC source: 0001415889-24-006211 · form4-03042024_040348.xml · nonDerivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 487,460 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. Read SEC document |
| September 20, 2023 Filed Mar 4, 2024 16:07 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionCommon Stock | 5,431 | $0.00 | $10.86 |
DisclosureSEC source: 0001415889-24-006211 · form4-03042024_040348.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D AND CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 472,163 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. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:04 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionStock Option (Right to Buy) · Derivative | 61,191 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018531 · doc4.xml · derivative · entry 4 Morisset Valerie · CIK 0001868517 · EVP, R&D and CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,190 Underlying: Common Stock · 61,191 shares Expires 2031-02-25 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. F2 · derivative.exercise_date: The shares subject to this option shall vest at a rate of 12/48ths of the total number of shares on the one-year anniversary of February 26, 2021 (the "February 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the February 2021 Vesting Commencement Date thereafter (or if there is no corresponding day, on the last day of the month) for so long as the Reporting Person remains an officer, director, employee, consultant and/or advisor of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the February 2021 Vesting Commencement Date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:04 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionStock Option (Right to Buy) · Derivative | 255,219 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018531 · doc4.xml · derivative · entry 3 Morisset Valerie · CIK 0001868517 · EVP, R&D and CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,431 Underlying: Common Stock · 255,219 shares Expires 2030-02-03 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 · derivative.exercise_date: The shares subject to this option shall vest at a rate of 12/48ths of the total number of shares on the one-year anniversary of April 1, 2019 (the "April 2019 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the April 2019 Vesting Commencement Date thereafter (or if there is no corresponding day, on the last day of the month) for so long as the Reporting Person remains an officer, director, employee, consultant and/or advisor of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the April 2019 Vesting Commencement Date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:04 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionCommon Stock | 61,191 | $0.00 | $12.24 |
DisclosureSEC source: 0001209191-23-018531 · doc4.xml · nonDerivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D and CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,732 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. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:04 UTC | Climb Bio, Inc. ELYM · Entity 5064 | Exercise / conversionCommon Stock | 255,219 | $0.00 | $510.44 |
DisclosureSEC source: 0001209191-23-018531 · doc4.xml · nonDerivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D and CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,541 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. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 23:11 UTC | Climb Bio, Inc. ELYM · Entity 5064 | GrantStock Option (Right to Buy) · Derivative | 170,000 | $0.00 Strike: $3.27 | $0.00 |
DisclosureSEC source: 0001209191-22-055412 · doc4.xml · derivative · entry 2 Morisset Valerie · CIK 0001868517 · EVP, R&D and CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Common Stock · 170,000 shares Expires 2032-10-30 F1 · derivative.exercise_date: The shares subject to this option shall vest in equal monthly installments, at a rate of 1/48th of the total number of shares on each monthly anniversary of October 31, 2022 (the "2022 Vesting Commencement Date") for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the 2022 Vesting Commencement Date. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 22:11 UTC | Climb Bio, Inc. ELYM · Entity 5064 | GrantStock Option (Right to Buy) · Derivative | 170,000 | $0.00 Strike: $8.21 | $0.00 |
DisclosureSEC source: 0001209191-22-005639 · doc4.xml · derivative · entry 1 Morisset Valerie · CIK 0001868517 · EVP, R&D and CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Common Stock · 170,000 shares Expires 2032-01-26 F1 · derivative.exercise_date: For so long as the Reporting Person continuously provides services to the Issuer, this option will vest with respect to the shares as follows: 1/48th of the shares will vest on each monthly anniversary of January 27, 2022. 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.