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 08, 2024 | May 10, 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 08, 2024 · Filed May 10, 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 | 42,000 |
Reported balance
After 2024-05-08 transaction · row 1
1 source rowRow 1 · 2024-05-08 · Grant · Acquired 22,000 · Balance 42,000 F1: 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) 3,300 RSUs will vest on May 22, 2025, and (ii) the remaining 18,700 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.98 · Expires 2034-05-08 | Direct | 33,000 |
Reported balance
After 2024-05-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-08 · Grant · Acquired 33,000 · Balance 33,000 F2: The stock options will vest as follows: (i) 8,250 of the stock options will vest on May 8, 2025 (the "Vesting Date") and (ii) the remaining 24,750 of the stock options will vest in equal installments every three months on the same day of the month as the Vesting Date, starting on August 8, 2025, subject to the Reporting Person's continuous service through such dates. |
Filing footnotes · ownership attribution and instrument terms
F1: 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) 3,300 RSUs will vest on May 22, 2025, and (ii) the remaining 18,700 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.
F2: The stock options will vest as follows: (i) 8,250 of the stock options will vest on May 8, 2025 (the "Vesting Date") and (ii) the remaining 24,750 of the stock options will vest in equal installments every three months on the same day of the month as the Vesting Date, starting on August 8, 2025, subject to the Reporting Person's continuous service through such 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 08, 2024 Filed May 10, 2024 21:23 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantStock Option (Right to Buy) · Derivative | 33,000 | $0.00 Strike: $4.98 | $0.00 |
DisclosureSEC source: 0001104659-24-060003 · tm2414108-5_4seq1.xml · derivative · entry 2 Papandreou George · CIK 0001995296 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,000 Underlying: Common Stock · Not disclosed shares Expires 2034-05-08 F2 · derivative.exercise_date: The stock options will vest as follows: (i) 8,250 of the stock options will vest on May 8, 2025 (the "Vesting Date") and (ii) the remaining 24,750 of the stock options will vest in equal installments every three months on the same day of the month as the Vesting Date, starting on August 8, 2025, subject to the Reporting Person's continuous service through such dates. Read SEC document |
| May 08, 2024 Filed May 10, 2024 21:23 UTC | Orchestra BioMed Holdings, Inc. OBIO · Entity 434 | GrantCommon Stock, par value $0.0001 per share ("Common Stock") | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-060003 · tm2414108-5_4seq1.xml · nonDerivative · entry 1 Papandreou George · CIK 0001995296 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,000 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) 3,300 RSUs will vest on May 22, 2025, and (ii) the remaining 18,700 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.