Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orchestra BioMed Holdings, Inc.OBIO · Entity 434 | See Remarks | May 30, 2024 | June 03, 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.
Orchestra BioMed Holdings, Inc.
Report date May 30, 2024 · Filed June 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per share ("Common Stock")SEC Table I · non-derivative | Direct | 307,859 |
Reported balance
After 2024-05-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-30 · Purchase · Acquired 4,000 · Balance 307,859 F1: Includes 303,859 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock, subject to applicable vesting schedules and conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 303,859 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock, subject to applicable vesting schedules and conditions.
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 |
|---|---|---|---|---|---|---|
| May 30, 2024 Filed Jun 3, 2024 16:15 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | PurchaseCommon Stock, par value $0.0001 per share ("Common Stock") | 4,000 | $7.00 | $28,000.00 |
DisclosureSEC source: 0001104659-24-067788 · tm2416269-1_4seq1.xml · nonDerivative · entry 1 Little William Reed · CIK 0001980978 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,859 F1 · balance_after: Includes 303,859 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock, subject to applicable vesting schedules and conditions. Read SEC document |
| May 08, 2024 Filed May 10, 2024 17:18 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantCommon Stock, par value $0.0001 per share ("Common Stock") | 53,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-059992 · tm2414108-2_4seq1.xml · nonDerivative · entry 1 Little William Reed · CIK 0001980978 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,859 F1 · shares: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest as follows: (i) 8,000 RSUs will vest on of May 22, 2025, and (ii) the remaining 45,333 RSUs will vest in equal installments on August 22, 2025, November 22, 2025, December 24, 2025, May 22, 2026, August 22, 2026, November 22, 2026, March 25, 2027, May 22, 2027, August 22, 2027, November 22, 2027, March 25, 2028 and May 22, 2028, subject to the Reporting Person's continuous service through such dates. Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 17:11 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantCommon Stock, par value $0.0001 per share ("Common Stock") | 250,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-083500 · tm2321855-7_4seq1.xml · nonDerivative · entry 1 Little William Reed · CIK 0001980978 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,526 F1 · shares: Represents an award of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest over a three-year period as follows: (i) 34% of the shares will vest on the 18-month anniversary of June 1, 2023 (the "Vesting Commencement Date"), (ii) 33% the shares will vest on the two-year anniversary of the Vesting Commencement Date, and (iii) 33% the shares will vest on the three-year anniversary of the Vesting Commencement Date, subject to the Reporting Person's continuous service through such dates. 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.