Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLLEGIUM PHARMACEUTICAL, INCCOLL · Entity 5169 | Director | May 20, 2020 | May 22, 2020 |
| Molecular Templates, Inc.MTEM · Entity 85987 | Director | June 03, 2022 | June 06, 2022 |
| Poseida Therapeutics, Inc.PSTX · Entity 84243 | Director | July 23, 2021 | July 26, 2021 |
| RAPID MICRO BIOSYSTEMS, INC.RPID · Entity 6966 | Director | May 23, 2024 | May 28, 2024 |
| Tricida, Inc.TCDA · Entity 122050 | Director | June 15, 2022 | June 16, 2022 |
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.
COLLEGIUM PHARMACEUTICAL, INC
Report date May 20, 2020 · Filed May 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,164 |
Reported balance
After 2020-05-20 transaction · row 1
1 source rowRow 1 · 2020-05-20 · Grant · Acquired 4,047 · Balance 21,164 F1: Reflects the grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest on May 20, 2021, subject to the director's continued service with the issuer. The restricted stock units will be settled on such date, or, upon the election of the director, on the earlier of the end of the director's service on the Board of Directors, the director's death or disability, or a change in control of the issuer, in shares of the issuer's common stock. |
| Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $22.05 · Expires 2030-05-20 | Direct | 8,095 |
Reported balance
After 2020-05-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-20 · Grant · Acquired 8,095 · Balance 8,095 F2: The option vests and becomes exercisable on May 20, 2021, subject to the director's continued service with the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest on May 20, 2021, subject to the director's continued service with the issuer. The restricted stock units will be settled on such date, or, upon the election of the director, on the earlier of the end of the director's service on the Board of Directors, the director's death or disability, or a change in control of the issuer, in shares of the issuer's common stock.
F2: The option vests and becomes exercisable on May 20, 2021, subject to the director's continued service with the issuer.
Molecular Templates, Inc.
Report date June 03, 2022 · Filed June 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.97 · Expires 2032-06-02 | Direct | 15,000 |
Reported balance
After 2022-06-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-03 · Grant · Acquired 15,000 · Balance 15,000 F1: 100% of the total number of shares subject to the option shall vest on June 3, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the total number of shares subject to the option shall vest on June 3, 2023.
Poseida Therapeutics, Inc.
Report date July 23, 2021 · Filed July 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.63 · Expires 2031-07-23 | Direct | 25,833 |
Reported balance
After 2021-07-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-07-23 · Grant · Acquired 25,833 · Balance 25,833 F1: The stock option will vest and become exercisable on the earlier to occur of (i) June 16, 2022 and (ii) the day preceding the date of the 2022 annual meeting of the Issuer's stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option will vest and become exercisable on the earlier to occur of (i) June 16, 2022 and (ii) the day preceding the date of the 2022 annual meeting of the Issuer's stockholders.
RAPID MICRO BIOSYSTEMS, INC.
Report date May 23, 2024 · Filed May 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 14,300 |
Reported balance
After 2024-05-23 transaction · row 1
1 source rowRow 1 · 2024-05-23 · Grant · Acquired 14,300 · Balance 14,300 F1: Grant of restricted stock units ("RSUs") that vests in full on the earlier of (i) the first anniversary of the Grant Date, or (ii) the day immediately prior to the date of the next annual meeting of the stockholders of the Company provided that the Reporting Person remains in continuous service on such vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.82 · Expires 2034-05-22 | Direct | 28,650 |
Reported balance
After 2024-05-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-23 · Grant · Acquired 28,650 · Balance 28,650 F2: The option shall vest and become exercisable in full on the earlier of (i) the first anniversary of the Grant Date, or (ii) the day immediately prior to the date of the next annual meeting of the stockholders of the Company provided that the Reporting Person remains in continuous service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units ("RSUs") that vests in full on the earlier of (i) the first anniversary of the Grant Date, or (ii) the day immediately prior to the date of the next annual meeting of the stockholders of the Company provided that the Reporting Person remains in continuous service on such vesting date.
F2: The option shall vest and become exercisable in full on the earlier of (i) the first anniversary of the Grant Date, or (ii) the day immediately prior to the date of the next annual meeting of the stockholders of the Company provided that the Reporting Person remains in continuous service on such vesting date.
Tricida, Inc.
Report date June 15, 2022 · Filed June 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.87 · Expires 2032-06-14 | Direct | 27,207 |
Reported balance
After 2022-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-15 · Grant · Acquired 27,207 · Balance 27,207 F1: Subject to the Reporting Person's continuous service to the Issuer as a non-employee director through each vesting date, this option vests ratably on a monthly basis, on the monthly anniversary of June 15, 2022 ("Option Date"), over the one-year period following the Option Date so that the option shall be 100% vested and exercisable on the one-year anniversary of the Option Date ("Vesting Date"); provided, however, if the Issuer's next regularly scheduled annual meeting of stockholders that occurs following the Option Date (the "Next Annual Meeting") occurs prior to the Vesting Date, then the option shall vest in full one day prior to the Next Annual Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to the Reporting Person's continuous service to the Issuer as a non-employee director through each vesting date, this option vests ratably on a monthly basis, on the monthly anniversary of June 15, 2022 ("Option Date"), over the one-year period following the Option Date so that the option shall be 100% vested and exercisable on the one-year anniversary of the Option Date ("Vesting Date"); provided, however, if the Issuer's next regularly scheduled annual meeting of stockholders that occurs following the Option Date (the "Next Annual Meeting") occurs prior to the Vesting Date, then the option shall vest in full one day prior to the Next Annual Meeting.
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 02, 2018 Filed Jul 2, 2018 21:13 UTC | Tricida, Inc. TCDA · Entity 122050 | ConversionCommon Stock | 2,431,511 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-031067 · form4.xml · nonDerivative · entry 1 Hirsch David · CIK 0001619884 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Longitude Venture Partners II, L.P. Disclosed balance after: 2,431,511 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 · price: Each of the Series C Convertible Preferred Stock and Series D Convertible Preferred Stock was convertible at any time at the option of the holder into Common Stock at a rate of 1/3.98, for no additional consideration, and had no expiration date. Each of the Series C Convertible Preferred Stock and Series D Convertible Preferred Stock automatically converted into Common Stock, at a rate of 1/3.98 and for no additional consideration, upon closing of the Issuer's initial public offering of its Common Stock. F2 · ownership.direct: These shares are held directly by Longitude Venture Partners II, L.P. ("Longitude II"). Longitude Capital Partners II, LLC ("LCP2") is the general partner of Longitude II. The Reporting Person is a member of LCP2 and may be deemed to share voting and investment power over the shares of the Issuer held by Longitude II. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, and this statement shall not be deemed an admission that the Reporting Person is a beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. F2 · ownership.nature: These shares are held directly by Longitude Venture Partners II, L.P. ("Longitude II"). Longitude Capital Partners II, LLC ("LCP2") is the general partner of Longitude II. The Reporting Person is a member of LCP2 and may be deemed to share voting and investment power over the shares of the Issuer held by Longitude II. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, and this statement shall not be deemed an admission that the Reporting Person is a beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 16:19 UTC | Molecular Templates, Inc. MTEM · Entity 85987 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $6.31 | $0.00 |
DisclosureSEC source: 0000899243-18-014899 · doc4.xml · derivative · entry 1 Hirsch David · CIK 0001619884 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2028-05-31 F1 · derivative.exercise_date: 100% of the total number of shares subject to the option shall vest on of May 31, 2019. Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:02 UTC | COLLEGIUM PHARMACEUTICAL, INC COLL · Entity 5169 | GrantStock Option (Right to Purchase) · Derivative | 4,506 | $0.00 Strike: $24.95 | $0.00 |
DisclosureSEC source: 0001192482-18-000251 · edgar.xml · derivative · entry 4 Hirsch David · CIK 0001619884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,506 Underlying: Common Stock · 4,506 shares Expires 2028-05-24 F6 · derivative.exercise_date: The option vests and becomes exercisable on May 24, 2019, subject to the director's continued service with the issuer. Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:02 UTC | COLLEGIUM PHARMACEUTICAL, INC COLL · Entity 5169 | GrantCommon Stock | 2,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-18-000251 · edgar.xml · nonDerivative · entry 1 Hirsch David · CIK 0001619884 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,193 F1 · shares: Reflects the grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest on May 24, 2019, subject to the director's continued service with the issuer. The restricted stock units will be settled on such date in shares of the issuer's common stock. F2 · balance_after: Includes 24,940 shares received in distributions from Longitude Venture Partners, L.P. ("LVP") and Longitude Capital Associates, L.P. ("LCA"). Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 21:23 UTC | COLLEGIUM PHARMACEUTICAL, INC COLL · Entity 5169 | SaleCommon Stock | 19,650 | $17.34 | $340,731.00 |
DisclosureSEC source: 0001209191-17-065201 · doc4.xml · nonDerivative · entry 2 Hirsch David · CIK 0001619884 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LCA Disclosed balance after: 45,620 F1 · balance_after: Following the transactions reported herein, the reporting person has ceased to be the direct or indirect beneficial owner of more than 10% of any class of the Issuer's equity securities. F2 · ownership.nature: Reflects securities held by Longitude Venture Partners, L.P. ("LVP") and Longitude Capital Associates, L.P. ("LCA"). Longitude Capital Partners, LLC ("LCP") is the general partner of LVP and LCA. The reporting person is a member of LCP, has the power to vote and dispose of the securities of the Issuer held by each of LVP and LCA, and may be deemed to have beneficial ownership of such securities. The reporting person disclaims beneficial ownership of the securities of the Issuer held by LVP and LCA except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 21:23 UTC | COLLEGIUM PHARMACEUTICAL, INC COLL · Entity 5169 | SaleCommon Stock | 980,350 | $17.34 | $16,999,269.00 |
DisclosureSEC source: 0001209191-17-065201 · doc4.xml · nonDerivative · entry 1 Hirsch David · CIK 0001619884 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LVP Disclosed balance after: 2,276,222 F1 · balance_after: Following the transactions reported herein, the reporting person has ceased to be the direct or indirect beneficial owner of more than 10% of any class of the Issuer's equity securities. F2 · ownership.nature: Reflects securities held by Longitude Venture Partners, L.P. ("LVP") and Longitude Capital Associates, L.P. ("LCA"). Longitude Capital Partners, LLC ("LCP") is the general partner of LVP and LCA. The reporting person is a member of LCP, has the power to vote and dispose of the securities of the Issuer held by each of LVP and LCA, and may be deemed to have beneficial ownership of such securities. The reporting person disclaims beneficial ownership of the securities of the Issuer held by LVP and LCA except to the extent of his pecuniary interest therein. Read SEC document |
| October 09, 2017 Filed Oct 11, 2017 19:55 UTC | Molecular Templates, Inc. MTEM · Entity 85987 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $9.40 | $0.00 |
DisclosureSEC source: 0000899243-17-024084 · doc4.xml · derivative · entry 1 Hirsch David · CIK 0001619884 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2027-10-09 F1 · derivative.exercise_date: 50% of the total number of shares subject to the option shall vest on each of October 9, 2018 and October 9, 2019. Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:23 UTC | COLLEGIUM PHARMACEUTICAL, INC COLL · Entity 5169 | GrantStock Option (Right to Purchase) · Derivative | 19,853 | $0.00 Strike: $9.33 | $0.00 |
DisclosureSEC source: 0001192482-17-000133 · edgar.xml · derivative · entry 1 Hirsch David · CIK 0001619884 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,853 Underlying: Common Stock · 19,853 shares Expires 2027-05-24 F1 · derivative.exercise_date: The option vests and becomes exercisable on May 24, 2018, subject to the director's continued service with the issuer. 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.