Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aquestive Therapeutics, Inc.AQST · Entity 5276 | Director | June 20, 2024 | June 21, 2024 |
| CYTOKINETICS INCCYTK · Entity 3528 | Director | May 15, 2024 | May 16, 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.
Aquestive Therapeutics, Inc.
Report date June 20, 2024 · Filed June 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $2.50 · Expires 2034-06-20 | Direct | 38,000 |
Reported balance
After 2024-06-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-20 · Grant · Acquired 38,000 · Balance 38,000 F1: The shares underlying the options vest as follows: 100% of the underlying shares vest June 20, 2025, subject to Mr. Costa's continuous service with the Issuer from the grant date through the applicable vesting date. |
| Common StockSEC Table I · non-derivative | Direct | 17,327 |
Reported balance
Holding disclosure · report date 2024-06-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 17,327 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying the options vest as follows: 100% of the underlying shares vest June 20, 2025, subject to Mr. Costa's continuous service with the Issuer from the grant date through the applicable vesting date.
CYTOKINETICS INC
Report date May 15, 2024 · Filed May 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,600 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 5,600 · Balance 20,600 |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $60.50 · Expires 2034-05-15 | Direct | 3,636 |
Reported balance
After 2024-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-15 · Grant · Acquired 3,636 · Balance 3,636 |
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 |
|---|---|---|---|---|---|---|
| August 29, 2017 Filed Aug 30, 2017 19:29 UTC | CYTOKINETICS INC CYTK · Entity 3528 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $4.44 | $0.00 |
DisclosureSEC source: 0001061983-17-000049 · edgardoc.xml · derivative · entry 3 COSTA SANTO J · CIK 0001013419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2024-05-21 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 |
| August 29, 2017 Filed Aug 30, 2017 19:29 UTC | CYTOKINETICS INC CYTK · Entity 3528 | SaleCommon Stock | 5,000 | $14.00 | $70,000.00 |
DisclosureSEC source: 0001061983-17-000049 · edgardoc.xml · nonDerivative · entry 2 COSTA SANTO J · CIK 0001013419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: The sale(s) reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2017. Read SEC document |
| August 29, 2017 Filed Aug 30, 2017 19:29 UTC | CYTOKINETICS INC CYTK · Entity 3528 | Exercise / conversionCommon Stock | 5,000 | $4.44 | $22,200.00 |
DisclosureSEC source: 0001061983-17-000049 · edgardoc.xml · nonDerivative · entry 1 COSTA SANTO J · CIK 0001013419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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: The exercise(s) reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2017. Read SEC document |
| May 18, 2017 Filed May 22, 2017 17:55 UTC | CYTOKINETICS INC CYTK · Entity 3528 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $14.25 | $0.00 |
DisclosureSEC source: 0001061983-17-000029 · edgardoc.xml · derivative · entry 1 COSTA SANTO J · CIK 0001013419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2027-05-18 F1 · derivative.exercise_date: This option shall vest and become exercisable in 12 equal monthly installments and shall become fully vested on May 18, 2018. 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.