Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolus, Inc.EOLS · Entity 5341 | Chief Marketing Officer | March 08, 2022 | March 11, 2022 |
| PMGC Holdings Inc.ELAB · Entity 8340 | Director | November 13, 2023 | January 18, 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.
Evolus, Inc.
Report date March 08, 2022 · Filed March 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,248 |
Reported balance
After 2022-03-08 transaction · row 1
1 source rowRow 1 · 2022-03-08 · Sale · Disposed 6,495 · Balance 134,248 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person and represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of certain Restricted Stock Units. F2: The shares were sold in multiple trades at prices ranging from $9.50 to $9.87. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person and represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of certain Restricted Stock Units.
F2: The shares were sold in multiple trades at prices ranging from $9.50 to $9.87. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
PMGC Holdings Inc.
Report date November 13, 2023 · Filed January 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2023-11-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20,000 |
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 08, 2022 Filed Mar 11, 2022 00:24 UTC | Evolus, Inc. EOLS · Entity 5341 | SaleCommon Stock | 6,495 | $9.73 | $63,166.47 |
DisclosureSEC source: 0001570562-22-000086 · wf-form4_164695825989570.xml · nonDerivative · entry 1 Muilenburg Crystal · CIK 0001848477 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,248 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person and represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of certain Restricted Stock Units. F2 · price: The shares were sold in multiple trades at prices ranging from $9.50 to $9.87. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 24, 2022 Filed Jan 27, 2022 02:02 UTC | Evolus, Inc. EOLS · Entity 5341 | GrantStock Option (Right to Buy) · Derivative | 72,464 | $0.00 Strike: $5.46 | $0.00 |
DisclosureSEC source: 0001570562-22-000052 · wf-form4_164324893655076.xml · derivative · entry 2 Muilenburg Crystal · CIK 0001848477 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,464 Underlying: Common Stock · 72,464 shares Expires 2032-01-25 F2 · derivative.exercise_date: The shares subject to the option will vest over a period of four years, with 1/4th of the shares subject to the option vesting annually on the anniversary of January 24, 2022, provided the reporting person remains in continuous service on each vesting date, subject to accelerated vesting in certain events, including certain terminations of the reporting person or upon certain changes of control of the issuer. Read SEC document |
| January 24, 2022 Filed Jan 27, 2022 02:02 UTC | Evolus, Inc. EOLS · Entity 5341 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001570562-22-000052 · wf-form4_164324893655076.xml · nonDerivative · entry 1 Muilenburg Crystal · CIK 0001848477 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,743 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs will vest over a period of four years, with 1/4th of the RSU vesting annually on the anniversary of January 24, 2022, provided the reporting person remains in continuous service on each vesting date, subject to accelerated vesting in certain events, including certain terminations of the reporting person or upon certain changes of control of the issuer. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 23:06 UTC Amendment | Evolus, Inc. EOLS · Entity 5341 | SaleCommon Stock | 5,362 | $11.18 | $59,943.94 |
DisclosureSEC source: 0001570562-21-000159 · wf-form4a_162880954622924.xml · nonDerivative · entry 1 Muilenburg Crystal · CIK 0001848477 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,743 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person in the second quarter of 2020 and represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of certain Restricted Stock Units. F2 · price: The shares were sold in multiple trades at prices ranging from $11.1762 to $11.27. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 22:44 UTC | Evolus, Inc. EOLS · Entity 5341 | SaleCommon Stock | 5,362 | $11.18 | $59,943.94 |
DisclosureSEC source: 0001570562-21-000154 · wf-form4_162880827076531.xml · nonDerivative · entry 1 Muilenburg Crystal · CIK 0001848477 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,467 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person in the second quarter of 2020 and represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of certain Restricted Stock Units. F2 · price: The shares were sold in multiple trades at prices ranging from $11.1762 to $11.27. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 23:47 UTC | Evolus, Inc. EOLS · Entity 5341 | GrantStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001570562-21-000073 · wf-form4_161464240247049.xml · derivative · entry 1 Muilenburg Crystal · CIK 0001848477 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2031-02-25 F1 · derivative.exercise_date: The shares subject to the option will vest over a period of four years, with 1/4th of the shares subject to the option vesting annually on the anniversary of February 25, 2021, provided the reporting person remains in continuous service on each vesting date, subject to accelerated vesting in certain events, including certain terminations of the reporting person or upon certain changes of control of 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.