Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Whitehawk Therapeutics, Inc.AADI · Entity 6074 | CHIEF MEDICAL OFFICER | March 01, 2024 | March 04, 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.
Whitehawk Therapeutics, Inc.
Report date March 01, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.92 · Expires 2034-03-01 | Direct | 76,813 |
Reported balance
After 2024-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-01 · Grant · Acquired 76,813 · Balance 76,813 F1: One hundred percent (100%) of the shares subject to the option shall be fully vested on the Grant Date, subject to such Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through the Grant Date. "Grant Date" shall mean March 1, 2024. This option comprises a portion of the Reporting Person's bonus for 2023 performance. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.92 · Expires 2034-03-01 | Direct | 60,000 |
Reported balance
After 2024-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-01 · Grant · Acquired 60,000 · Balance 60,000 F2: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one-year anniversary of the Vesting Commencement Date and 1/48th of the total shares subject to the option shall vest every month thereafter such that all shares subject to the option shall be fully vested on the four-year anniversary of the Vesting Commencement Date. "Vesting Commencement Date" shall mean March 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,000 |
Reported balance
After 2024-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-01 · Grant · Acquired 30,000 · Balance 30,000 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Aadi Bioscience, Inc. Common Stock. F4: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the award shall vest on the one-year anniversary of the Vesting Commencement Date, and twenty five percent (25%) of the shares subject to the award shall vest each of the next three Vesting Commencement Date anniversaries thereafter. "Vesting Commencement Date" shall mean March 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: One hundred percent (100%) of the shares subject to the option shall be fully vested on the Grant Date, subject to such Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through the Grant Date. "Grant Date" shall mean March 1, 2024. This option comprises a portion of the Reporting Person's bonus for 2023 performance.
F2: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one-year anniversary of the Vesting Commencement Date and 1/48th of the total shares subject to the option shall vest every month thereafter such that all shares subject to the option shall be fully vested on the four-year anniversary of the Vesting Commencement Date. "Vesting Commencement Date" shall mean March 1, 2024.
F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Aadi Bioscience, Inc. Common Stock.
F4: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the award shall vest on the one-year anniversary of the Vesting Commencement Date, and twenty five percent (25%) of the shares subject to the award shall vest each of the next three Vesting Commencement Date anniversaries thereafter. "Vesting Commencement Date" shall mean March 1, 2024.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IMMUNOMEDICS INC
Report date October 23, 2020 · Filed October 23, 2020
Section 16 reporting ended · disclosed 2020-10-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-10-23 transaction · row 1
1 source rowRow 1 · 2020-10-23 · Disposition to issuer · Disposed 15,000 · Balance 0 F1: In connection with the consummation of the Merger, at the Effective Time, each share of common stock, par value $0.01 per share, of the Company ("Common Stock") that was outstanding immediately prior to the Effective Time (other than certain shares specified in the Agreement) was automatically cancelled and converted into the right to receive $88.00 in cash (the "Offer Price"), without interest and subject to required withholding taxes. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-10-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-10-23 · Disposition to issuer · Disposed 200,000 · Balance 0 F2: In connection with the consummation of the Merger, at the Effective Time, each option to purchase shares of Common Stock ("Stock Option") that was outstanding as of immediately prior to the Effective Time, whether vested or not vested, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the excess, if any, of the Offer Price over the exercise price payable per share subject to such Stock Option, multiplied by (ii) the total number of shares of Common Stock subject to such Stock Option immediately prior to the Effective Time. Any Stock Option that had an exercise price per share that was equal to or greater than the Offer Price was cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the consummation of the Merger, at the Effective Time, each share of common stock, par value $0.01 per share, of the Company ("Common Stock") that was outstanding immediately prior to the Effective Time (other than certain shares specified in the Agreement) was automatically cancelled and converted into the right to receive $88.00 in cash (the "Offer Price"), without interest and subject to required withholding taxes.
F2: In connection with the consummation of the Merger, at the Effective Time, each option to purchase shares of Common Stock ("Stock Option") that was outstanding as of immediately prior to the Effective Time, whether vested or not vested, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the excess, if any, of the Offer Price over the exercise price payable per share subject to such Stock Option, multiplied by (ii) the total number of shares of Common Stock subject to such Stock Option immediately prior to the Effective Time. Any Stock Option that had an exercise price per share that was equal to or greater than the Offer Price was cancelled for no consideration.
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 01, 2024 Filed Mar 4, 2024 19:18 UTC | Whitehawk Therapeutics, Inc. AADI · Entity 6074 | GrantRestricted Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006416 · form4-03052024_120358.xml · derivative · entry 3 ITRI LORETTTA M · CIK 0001137918 · CHIEF MEDICAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Aadi Bioscience, Inc. Common Stock. F4 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the award shall vest on the one-year anniversary of the Vesting Commencement Date, and twenty five percent (25%) of the shares subject to the award shall vest each of the next three Vesting Commencement Date anniversaries thereafter. "Vesting Commencement Date" shall mean March 1, 2024. F4 · derivative.expiration_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the award shall vest on the one-year anniversary of the Vesting Commencement Date, and twenty five percent (25%) of the shares subject to the award shall vest each of the next three Vesting Commencement Date anniversaries thereafter. "Vesting Commencement Date" shall mean March 1, 2024. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 19:18 UTC | Whitehawk Therapeutics, Inc. AADI · Entity 6074 | GrantStock option (right to buy) · Derivative | 60,000 | $0.00 Strike: $1.92 | $0.00 |
DisclosureSEC source: 0001415889-24-006416 · form4-03052024_120358.xml · derivative · entry 2 ITRI LORETTTA M · CIK 0001137918 · CHIEF MEDICAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2034-03-01 F2 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one-year anniversary of the Vesting Commencement Date and 1/48th of the total shares subject to the option shall vest every month thereafter such that all shares subject to the option shall be fully vested on the four-year anniversary of the Vesting Commencement Date. "Vesting Commencement Date" shall mean March 1, 2024. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 19:18 UTC | Whitehawk Therapeutics, Inc. AADI · Entity 6074 | GrantStock option (right to buy) · Derivative | 76,813 | $0.00 Strike: $1.92 | $0.00 |
DisclosureSEC source: 0001415889-24-006416 · form4-03052024_120358.xml · derivative · entry 1 ITRI LORETTTA M · CIK 0001137918 · CHIEF MEDICAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,813 Underlying: Common Stock · 76,813 shares Expires 2034-03-01 F1 · derivative.exercise_date: One hundred percent (100%) of the shares subject to the option shall be fully vested on the Grant Date, subject to such Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through the Grant Date. "Grant Date" shall mean March 1, 2024. This option comprises a portion of the Reporting Person's bonus for 2023 performance. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:10 UTC | Whitehawk Therapeutics, Inc. AADI · Entity 6074 | GrantStock option (right to buy) · Derivative | 102,350 | $0.00 Strike: $10.93 | $0.00 |
DisclosureSEC source: 0001209191-23-014615 · doc4.xml · derivative · entry 1 ITRI LORETTTA M · CIK 0001137918 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,350 Underlying: Common Stock · 102,350 shares Expires 2033-03-01 F1 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the total shares subject to the option shall vest each month thereafter on the same day as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month) such that all shares of common stock subject to the option shall be fully vested on the four year anniversary of the Vesting Commencement Date. "Vesting Commencement Date" shall mean March 1, 2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:18 UTC | Whitehawk Therapeutics, Inc. AADI · Entity 6074 | GrantStock option (right to buy) · Derivative | 67,300 | $0.00 Strike: $17.24 | $0.00 |
DisclosureSEC source: 0001209191-22-023351 · doc4.xml · derivative · entry 1 ITRI LORETTTA M · CIK 0001137918 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,300 Underlying: Common Stock · 67,300 shares Expires 2032-04-01 F1 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the total shares subject to the option shall vest each month thereafter on the same day as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month) such that all shares of common stock subject to the option shall be fully vested on the four year anniversary of the Vesting Commencement Date. "Vesting Commencement Date" shall mean April 1, 2022. Read SEC document |
| October 21, 2021 Filed Oct 25, 2021 19:27 UTC | Whitehawk Therapeutics, Inc. AADI · Entity 6074 | GrantStock option (right to buy) · Derivative | 185,000 | $0.00 Strike: $26.85 | $0.00 |
DisclosureSEC source: 0000899243-21-041483 · doc4.xml · derivative · entry 1 ITRI LORETTTA M · CIK 0001137918 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,000 Underlying: Common Stock · 185,000 shares Expires 2031-10-21 F1 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each applicable date, twenty five percent (25%) of the shares subject to the option shall vest on the one year anniversary of the Vesting Commencement Date, and one forty-eighth (1/48th) of the total shares subject to the option shall vest each month thereafter on the same day as the Vesting Commencement Date (and if there is no corresponding day, on the last day of the month) such that all shares of common stock subject to the option shall be fully vested on the four year anniversary of the Vesting Commencement Date. "Vesting Commencement Date" shall mean October 21, 2021. Read SEC document |
| October 23, 2020 Filed Oct 23, 2020 17:34 UTC | IMMUNOMEDICS INC IMMU · Entity 145732 | Disposition to issuerStock Option (Right to Buy) · Derivative | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-117800 · a4.xml · derivative · entry 2 ITRI LORETTTA M · CIK 0001137918 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires not disclosed F2 · derivative.exercise_price: In connection with the consummation of the Merger, at the Effective Time, each option to purchase shares of Common Stock ("Stock Option") that was outstanding as of immediately prior to the Effective Time, whether vested or not vested, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the excess, if any, of the Offer Price over the exercise price payable per share subject to such Stock Option, multiplied by (ii) the total number of shares of Common Stock subject to such Stock Option immediately prior to the Effective Time. Any Stock Option that had an exercise price per share that was equal to or greater than the Offer Price was cancelled for no consideration. F2 · price: In connection with the consummation of the Merger, at the Effective Time, each option to purchase shares of Common Stock ("Stock Option") that was outstanding as of immediately prior to the Effective Time, whether vested or not vested, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the excess, if any, of the Offer Price over the exercise price payable per share subject to such Stock Option, multiplied by (ii) the total number of shares of Common Stock subject to such Stock Option immediately prior to the Effective Time. Any Stock Option that had an exercise price per share that was equal to or greater than the Offer Price was cancelled for no consideration. F2 · derivative.exercise_date: In connection with the consummation of the Merger, at the Effective Time, each option to purchase shares of Common Stock ("Stock Option") that was outstanding as of immediately prior to the Effective Time, whether vested or not vested, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the excess, if any, of the Offer Price over the exercise price payable per share subject to such Stock Option, multiplied by (ii) the total number of shares of Common Stock subject to such Stock Option immediately prior to the Effective Time. Any Stock Option that had an exercise price per share that was equal to or greater than the Offer Price was cancelled for no consideration. F2 · derivative.expiration_date: In connection with the consummation of the Merger, at the Effective Time, each option to purchase shares of Common Stock ("Stock Option") that was outstanding as of immediately prior to the Effective Time, whether vested or not vested, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the excess, if any, of the Offer Price over the exercise price payable per share subject to such Stock Option, multiplied by (ii) the total number of shares of Common Stock subject to such Stock Option immediately prior to the Effective Time. Any Stock Option that had an exercise price per share that was equal to or greater than the Offer Price was cancelled for no consideration. Read SEC document |
| October 23, 2020 Filed Oct 23, 2020 17:34 UTC | IMMUNOMEDICS INC IMMU · Entity 145732 | Disposition to issuerCommon Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-117800 · a4.xml · nonDerivative · entry 1 ITRI LORETTTA M · CIK 0001137918 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: In connection with the consummation of the Merger, at the Effective Time, each share of common stock, par value $0.01 per share, of the Company ("Common Stock") that was outstanding immediately prior to the Effective Time (other than certain shares specified in the Agreement) was automatically cancelled and converted into the right to receive $88.00 in cash (the "Offer Price"), without interest and subject to required withholding taxes. F1 · price: In connection with the consummation of the Merger, at the Effective Time, each share of common stock, par value $0.01 per share, of the Company ("Common Stock") that was outstanding immediately prior to the Effective Time (other than certain shares specified in the Agreement) was automatically cancelled and converted into the right to receive $88.00 in cash (the "Offer Price"), without interest and subject to required withholding taxes. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 19:11 UTC | IMMUNOMEDICS INC IMMU · Entity 145732 | GrantStock Option (right to buy) · Derivative | 130,000 | $0.00 Strike: $18.76 | $0.00 |
DisclosureSEC source: 0001104659-20-022514 · a4.xml · derivative · entry 1 ITRI LORETTTA M · CIK 0001137918 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock, par value $0.01 per share · 130,000 shares Expires 2027-02-13 F1 · derivative.exercise_date: The reporting person was granted stock options pursuant to the Issuer's 2014 Long-Term Incentive Plan. The stock options vest 25% on the first anniversary of the date of grant, and on a quarterly basis thereafter over a three year period. 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.