Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kalaris Therapeutics, Inc.ALVR · Entity 6805 | Director | June 06, 2024 | June 07, 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.
Kalaris Therapeutics, Inc.
Report date June 06, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,000 |
Reported balance
After 2024-06-06 transaction · row 1
1 source rowRow 1 · 2024-06-06 · Grant · Acquired 35,000 · Balance 70,000 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The shares shall vest upon the earlier to occur of (i) June 6, 2025 and (ii) the next annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The shares shall vest upon the earlier to occur of (i) June 6, 2025 and (ii) the next annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 06, 2024 Filed Jun 7, 2024 20:05 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070601 · ownership.xml · nonDerivative · entry 1 Adams Derek N. · CIK 0001967532 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,000 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The shares shall vest upon the earlier to occur of (i) June 6, 2025 and (ii) the next annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. Read SEC document |
| May 11, 2023 Filed May 12, 2023 21:00 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029100 · doc4.xml · nonDerivative · entry 1 Adams Derek N. · CIK 0001967532 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan (the "Plan"). Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The shares shall vest upon the earlier to occur of (i) May 11, 2024 and (ii) the next annual meeting of the Issuer's stockholders. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:36 UTC | Kalaris Therapeutics, Inc. ALVR · Entity 6805 | GrantStock Option (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $6.26 | $0.00 |
DisclosureSEC source: 0000899243-23-006991 · doc4.xml · derivative · entry 1 Adams Derek N. · CIK 0001967532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2033-03-01 F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in twelve (12) equal quarterly installments, with the first installment vesting on June 1, 2023. 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.