Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bolt Biotherapeutics, Inc.BOLT · Entity 8082 | Chief Medical Officer | March 04, 2024 | March 06, 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.
Bolt Biotherapeutics, Inc.
Report date March 04, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.27 · Expires 2034-03-03 | Direct | 235,000 |
Reported balance
After 2024-03-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-04 · Grant · Acquired 235,000 · Balance 235,000 F1: For so long as the Reporting Person continuously provides services to the Issuer this option will vest with respect to the shares as follows: 1/36th of the Shares will vest upon the Reporting Person completing each month of continuous service following January 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: For so long as the Reporting Person continuously provides services to the Issuer this option will vest with respect to the shares as follows: 1/36th of the Shares will vest upon the Reporting Person completing each month of continuous service following January 1, 2024.
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 |
|---|---|---|---|---|---|---|
| March 04, 2024 Filed Mar 6, 2024 18:29 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 235,000 | $0.00 Strike: $1.27 | $0.00 |
DisclosureSEC source: 0000950170-24-026998 · ownership.xml · derivative · entry 1 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,000 Underlying: Common Stock · 235,000 shares Expires 2034-03-03 F1 · derivative.exercise_date: For so long as the Reporting Person continuously provides services to the Issuer this option will vest with respect to the shares as follows: 1/36th of the Shares will vest upon the Reporting Person completing each month of continuous service following January 1, 2024. Read SEC document |
| December 06, 2023 Filed Feb 6, 2024 18:09 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | PurchaseCommon Stock | 2,500 | $0.78 | $1,955.00 |
DisclosureSEC source: 0001209191-24-002899 · doc5.xml · nonDerivative · entry 2 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,612 F1 · shares: Shares acquired under the issuer's Employee Stock Purchase Plan. Read SEC document |
| June 06, 2023 Filed Feb 6, 2024 18:09 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | PurchaseCommon Stock | 2,070 | $1.18 | $2,445.71 |
DisclosureSEC source: 0001209191-24-002899 · doc5.xml · nonDerivative · entry 1 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,112 F1 · shares: Shares acquired under the issuer's Employee Stock Purchase Plan. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 21:29 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $1.59 | $0.00 |
DisclosureSEC source: 0001209191-23-013670 · doc4.xml · derivative · entry 1 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2033-02-26 F1 · derivative.exercise_date: For so long as the Reporting Person continuously provides services to the Issuer this option will vest with respect to the shares as follows: 1/36th of the Shares will vest upon the Reporting Person completing each month of continuous service following January 1, 2023. Read SEC document |
| December 06, 2022 Filed Feb 7, 2023 21:52 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | PurchaseCommon Stock | 2,500 | $1.18 | $2,953.75 |
DisclosureSEC source: 0001209191-23-007571 · doc5.xml · nonDerivative · entry 2 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,042 F1 · shares: Shares acquired under the issuer's Employee Stock Purchase Plan. Read SEC document |
| June 06, 2022 Filed Feb 7, 2023 21:52 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | PurchaseCommon Stock | 2,500 | $1.64 | $4,101.25 |
DisclosureSEC source: 0001209191-23-007571 · doc5.xml · nonDerivative · entry 1 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,542 F1 · shares: Shares acquired under the issuer's Employee Stock Purchase Plan. Read SEC document |
| February 18, 2022 Filed Feb 24, 2022 02:23 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 210,000 | $0.00 Strike: $3.08 | $0.00 |
DisclosureSEC source: 0000899243-22-007526 · doc4.xml · derivative · entry 1 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,000 Underlying: Common Stock · 210,000 shares Expires 2032-02-17 F1 · derivative.exercise_date: For so long as the Reporting Person continuously provides services to the Issuer this option will vest with respect to the shares as follows: 1/36th of the Shares will vest upon the Reporting Person completing each month of continuous service following January 1, 2022. Read SEC document |
| December 22, 2021 Filed Feb 2, 2022 00:18 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | Exercise / conversionStock Option (Right to Buy) · Derivative | 35,714 | $0.00 Strike: $2.80 | $0.00 |
DisclosureSEC source: 0000899243-22-003917 · doc4.xml · derivative · entry 4 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,286 Underlying: Common Stock · 35,714 shares Expires 2030-07-28 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. F2 · derivative.exercise_date: 1/4th of the shares subject to the option shall vest on the one year anniversary of April 1, 2020 (the "Vesting Commencement Date"), and 1/48th of the shares shall vest each month thereafter on the same day of the month as the Vesting Commencement Date, subject to the Reporting Person continuing to be a service provider through each such date. Read SEC document |
| December 22, 2021 Filed Feb 2, 2022 00:18 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | Exercise / conversionCommon Stock | 35,714 | $2.80 | $99,999.20 |
DisclosureSEC source: 0000899243-22-003917 · doc4.xml · nonDerivative · entry 3 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,042 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 |
| December 06, 2021 Filed Feb 2, 2022 00:18 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | PurchaseCommon Stock | 411 | $4.64 | $1,907.04 |
DisclosureSEC source: 0000899243-22-003917 · doc4.xml · nonDerivative · entry 2 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,328 F1 · shares: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c). Read SEC document |
| June 04, 2021 Filed Feb 2, 2022 00:18 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | PurchaseCommon Stock | 917 | $16.65 | $15,268.05 |
DisclosureSEC source: 0000899243-22-003917 · doc4.xml · nonDerivative · entry 1 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 917 F1 · shares: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c). Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:06 UTC | Bolt Biotherapeutics, Inc. BOLT · Entity 8082 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008529 · doc4.xml · derivative · entry 1 Perez Edith A. · CIK 0001821419 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2031-02-03 F1 · derivative.exercise_date: For so long as the Reporting Person continuously provides services to the Issuer this option will vest with respect to the shares as follows: 1/48th of the Shares will vest upon the Reporting Person completing each month of continuous service following February 4, 2021. 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.