Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Xeris Biopharma Holdings, Inc.XERS · Entity 4670 | Director | June 05, 2024 | June 05, 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.
Xeris Biopharma Holdings, Inc.
Report date June 05, 2024 · Filed June 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 135,000 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Grant · Acquired 50,000 · Balance 135,000 F1: These shares were acquired pursuant to a restricted stock unit award under the Company's 2018 Stock Option and Incentive Plan. Each restricted stock represents a contingent right to receive one share of the Company's common stock. These shares shall vest in full upon the earlier to occur of June 5, 2025 or the date of the Company's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired pursuant to a restricted stock unit award under the Company's 2018 Stock Option and Incentive Plan. Each restricted stock represents a contingent right to receive one share of the Company's common stock. These shares shall vest in full upon the earlier to occur of June 5, 2025 or the date of the Company's next annual meeting of stockholders.
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 05, 2024 Filed Jun 5, 2024 16:19 UTC | Xeris Biopharma Holdings, Inc. XERS · Entity 4670 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001867096-24-000109 · wk-form4_1717618766.xml · nonDerivative · entry 1 Fairley Ricki Louise · CIK 0001971350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,000 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2018 Stock Option and Incentive Plan. Each restricted stock represents a contingent right to receive one share of the Company's common stock. These shares shall vest in full upon the earlier to occur of June 5, 2025 or the date of the Company's next annual meeting of stockholders. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 16:53 UTC | Xeris Biopharma Holdings, Inc. XERS · Entity 4670 | GrantCommon Stock | 85,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001867096-23-000050 · wf-form4_168012321668743.xml · nonDerivative · entry 1 Fairley Ricki Louise · CIK 0001971350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,000 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2018 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. These shares shall vest in equal annual installments over three years. 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.