Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Astrana Health, Inc.AMEH · Entity 4538 | Chief Financial Officer | January 15, 2018 | May 18, 2018 |
| Starling Oncology, Inc.TOI · Entity 5327 | Chief Financial Officer | May 21, 2024 | May 23, 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.
Astrana Health, Inc.
Report date January 15, 2018 · Filed May 18, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,610 |
Reported balance
After 2018-01-15 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2018-01-15 · Exercise / conversion · Acquired 23,610 · Balance 23,610 |
| Common StockSEC Table I · non-derivative | Direct | 19,932 |
Reported balance
After 2018-01-15 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2018-01-15 · Tax withholding · Acquired 3,678 · Balance 19,932 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $4.50 · Expires 2026-12-14 | Direct | 26,390 |
Reported balance
After 2018-01-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-01-15 · Exercise / conversion · Disposed 23,610 · Balance 26,390 |
Starling Oncology, Inc.
Report date May 21, 2024 · Filed May 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 474,931 |
Reported balance
After 2024-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-21 · Grant · Acquired 151,459 · Balance 474,931 F1: Represents RSUs with 1/4th of the RSUs vesting on the first anniversary of the Vesting Commencement Date, with the remaining RSUs vesting in three equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all RSUs becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. F2: Amount includes a reduction of 4,650 shares from the prior filing, as it corrects an inadvertent overstatement of holdings due to clerical error. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.00 · Expires 2034-05-21 | Direct | 378,648 |
Reported balance
After 2024-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-21 · Grant · Acquired 378,648 · Balance 378,648 F3: The stock options vest as to 1/4th of the options granted on the first anniversary of the Vesting Commencement Date, with the remaining options vesting in three equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all options becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents RSUs with 1/4th of the RSUs vesting on the first anniversary of the Vesting Commencement Date, with the remaining RSUs vesting in three equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all RSUs becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates.
F2: Amount includes a reduction of 4,650 shares from the prior filing, as it corrects an inadvertent overstatement of holdings due to clerical error.
F3: The stock options vest as to 1/4th of the options granted on the first anniversary of the Vesting Commencement Date, with the remaining options vesting in three equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all options becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates.
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 21, 2024 Filed May 23, 2024 22:33 UTC | Starling Oncology, Inc. TOI · Entity 5327 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 378,648 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001799191-24-000010 · edgardoc.xml · derivative · entry 2 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 378,648 Underlying: Common Stock · 378,648 shares Expires 2034-05-21 F3 · derivative.exercise_date: The stock options vest as to 1/4th of the options granted on the first anniversary of the Vesting Commencement Date, with the remaining options vesting in three equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all options becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. Read SEC document |
| May 21, 2024 Filed May 23, 2024 22:33 UTC | Starling Oncology, Inc. TOI · Entity 5327 | GrantCommon Stock | 151,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001799191-24-000010 · edgardoc.xml · nonDerivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 474,931 F1 · shares: Represents RSUs with 1/4th of the RSUs vesting on the first anniversary of the Vesting Commencement Date, with the remaining RSUs vesting in three equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all RSUs becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. F2 · balance_after: Amount includes a reduction of 4,650 shares from the prior filing, as it corrects an inadvertent overstatement of holdings due to clerical error. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 20:26 UTC | Starling Oncology, Inc. TOI · Entity 5327 | PurchaseCommon stock | 565 | $1.25 | $706.25 |
DisclosureSEC source: 0001628280-23-041777 · wk-form4_1702931201.xml · nonDerivative · entry 2 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 328,122 Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 20:26 UTC | Starling Oncology, Inc. TOI · Entity 5327 | PurchaseCommon stock | 99,435 | $1.27 | $126,282.45 |
DisclosureSEC source: 0001628280-23-041777 · wk-form4_1702931201.xml · nonDerivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,557 Read SEC document |
| May 23, 2023 Filed May 25, 2023 00:43 UTC | Starling Oncology, Inc. TOI · Entity 5327 | Disposition to issuerCommon Stock | 869 | $0.43 | $371.93 |
DisclosureSEC source: 0001799191-23-000008 · edgardoc.xml · nonDerivative · entry 2 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,472 F1 · kind: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs) pursuant to a sell-to-cover provision included in the RSU Agreement. F2 · price: Price is the volume weighted average selling price of all sales by the Reporting Person on May 23, 2023 within a one-dollar range. Actual prices ranged from $0.4201 to $0.4600. The Reporting Person hereby undertakes to provide upon request of the Commission staff full information regarding the number of shares sold at each separate price. Read SEC document |
| May 23, 2023 Filed May 25, 2023 00:43 UTC | Starling Oncology, Inc. TOI · Entity 5327 | Disposition to issuerCommon Stock | 2,573 | $0.43 | $1,101.24 |
DisclosureSEC source: 0001799191-23-000008 · edgardoc.xml · nonDerivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,341 F1 · kind: The sales reported in this Form 4 were effected to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs) pursuant to a sell-to-cover provision included in the RSU Agreement. F2 · price: Price is the volume weighted average selling price of all sales by the Reporting Person on May 23, 2023 within a one-dollar range. Actual prices ranged from $0.4201 to $0.4600. The Reporting Person hereby undertakes to provide upon request of the Commission staff full information regarding the number of shares sold at each separate price. Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 01:00 UTC | Starling Oncology, Inc. TOI · Entity 5327 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 440,477 | $0.00 Strike: $0.48 | $0.00 |
DisclosureSEC source: 0001628280-23-008833 · wf-form4_167944679255330.xml · derivative · entry 2 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 440,477 Underlying: Common stock · 440,477 shares Expires 2033-03-17 F2 · derivative.exercise_date: The stock options vest as to 1/4th of the options granted on the first anniversary of the Vesting Commencement Date, with the remaining options vesting in four equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all options becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 01:00 UTC | Starling Oncology, Inc. TOI · Entity 5327 | GrantCommon stock | 176,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008833 · wf-form4_167944679255330.xml · nonDerivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,914 F1 · shares: Represents RSUs with 1/4th of the RSUs vesting on the anniversary of March 17, 2023 (the Vesting Commencement Date), with the remaining RSUs vesting in three equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all RSUs becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 22:35 UTC | Starling Oncology, Inc. TOI · Entity 5327 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 94,418 | $0.00 Strike: $1.87 | $0.00 |
DisclosureSEC source: 0001799191-22-000042 · edgardoc.xml · derivative · entry 2 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,418 Underlying: Common Stock · 94,418 shares Expires 2032-11-17 F2 · derivative.exercise_date: The stock options vest as to 1/4th of the options granted on the first anniversary of the Vesting Commencement Date, with the remaining options vesting in four equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all options becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 22:35 UTC | Starling Oncology, Inc. TOI · Entity 5327 | GrantCommon Stock | 18,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001799191-22-000042 · edgardoc.xml · nonDerivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,723 F1 · price: Represents RSUs with 1/4th of the RSUs vesting on the anniversary of November 17, 2022 (the Vesting Commencement Date), with the remaining RSUs vesting in three equal annual installments beginning on the first anniversary of the Vesting Commencement Date, with all RSUs becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. Read SEC document |
| May 19, 2022 Filed May 19, 2022 22:43 UTC | Starling Oncology, Inc. TOI · Entity 5327 | GrantStock Options (right to buy) · Derivative | 163,039 | $0.00 Strike: $7.58 | $0.00 |
DisclosureSEC source: 0001628280-22-014963 · wf-form4_165300021470983.xml · derivative · entry 2 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,039 Underlying: Class A Common Stock · 163,039 shares Expires 2032-05-19 F2 · derivative.exercise_date: The stock options vest in four equal annual installments on each of the first four anniversaries of the Vesting Commencement Date, with all stock options becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. Read SEC document |
| May 19, 2022 Filed May 19, 2022 22:43 UTC | Starling Oncology, Inc. TOI · Entity 5327 | GrantClass A Common Stock | 32,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014963 · wf-form4_165300021470983.xml · nonDerivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,121 F1 · shares: Represents restricted stock units ("RSUs") that vest in four equal annual installments on each of the first four anniversaries of May 19, 2022 (the "Vesting Commencement Date"), with all RSUs becoming vested on the fourth anniversary of the Vesting Commencement Date, subject to continued service with the Company through such vesting dates. Read SEC document |
| January 15, 2018 Filed May 18, 2018 22:52 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Exercise / conversionStock Option · Derivative | 23,610 | $0.00 Strike: $4.50 | $0.00 |
DisclosureSEC source: 0001140361-18-024770 · doc1.xml · derivative · entry 3 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,390 Underlying: Common Stock · 23,610 shares Expires 2026-12-14 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 |
| January 15, 2018 Filed May 18, 2018 22:52 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Tax withholdingCommon Stock | 3,678 | $28.90 | $106,294.20 |
DisclosureSEC source: 0001140361-18-024770 · doc1.xml · nonDerivative · entry 2 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,932 Read SEC document |
| January 15, 2018 Filed May 18, 2018 22:52 UTC | Astrana Health, Inc. AMEH · Entity 4538 | Exercise / conversionCommon Stock | 23,610 | $4.50 | $106,245.00 |
DisclosureSEC source: 0001140361-18-024770 · doc1.xml · nonDerivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,610 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 |
| April 06, 2017 Filed Apr 10, 2017 17:36 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $9.25 | $0.00 |
DisclosureSEC source: 0001498865-17-000005 · primary_doc.xml · derivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2027-04-05 F1 · derivative.exercise_date: The option is exercisable at the rate of 1/24th of the shares each month commencing May 6, 2017. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:16 UTC | Astrana Health, Inc. AMEH · Entity 4538 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $4.50 | $0.00 |
DisclosureSEC source: 0001676960-16-000002 · primary_doc.xml · derivative · entry 1 Shah Mihir · CIK 0001676960 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2026-12-14 F1 · derivative.exercise_date: The option is exercisable in equal monthly installments of 1/36th of the shares commencing December 14, 2016. 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.