Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Coherus Oncology, Inc.CHRS · Entity 6276 | Chief Financial Officer | December 31, 2023 | January 03, 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.
Coherus Oncology, Inc.
Report date December 31, 2023 · Filed January 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,305 |
Reported balance
After 2023-12-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-31 · Tax withholding · Disposed 18,440 · Balance 75,305 F1: Represents shares automatically withheld to pay related tax liability in connection with the vesting of restricted stock units in accordance with Rule 16b-3. F2: Includes 4,826 shares acquired on November 15, 2023, pursuant to the Coherus BioSciences, Inc. Employee Stock Purchase Plan and includes the cancellation of 13,333 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares automatically withheld to pay related tax liability in connection with the vesting of restricted stock units in accordance with Rule 16b-3.
F2: Includes 4,826 shares acquired on November 15, 2023, pursuant to the Coherus BioSciences, Inc. Employee Stock Purchase Plan and includes the cancellation of 13,333 restricted stock units.
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 |
|---|---|---|---|---|---|---|
| December 31, 2023 Filed Jan 3, 2024 16:42 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | Tax withholdingCommon Stock | 18,440 | $3.33 | $61,405.20 |
DisclosureSEC source: 0001610717-24-000001 · form4.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,305 F1 · shares: Represents shares automatically withheld to pay related tax liability in connection with the vesting of restricted stock units in accordance with Rule 16b-3. F2 · balance_after: Includes 4,826 shares acquired on November 15, 2023, pursuant to the Coherus BioSciences, Inc. Employee Stock Purchase Plan and includes the cancellation of 13,333 restricted stock units. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 16:40 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | GrantStock Option (Right to Buy) · Derivative | 70,000 | $0.00 Strike: $5.44 | $0.00 |
DisclosureSEC source: 0001610717-23-000166 · form4.xml · derivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,000 Underlying: Common Stock · 70,000 shares Expires 2033-06-13 F1 · derivative.exercise_date: The underlying shares subject to the option vest and become exercisable as to 50% of the shares on each anniversary measured from June 13, 2023, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:56 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | Tax withholdingCommon Stock | 3,457 | $6.84 | $23,645.88 |
DisclosureSEC source: 0001140361-23-016453 · form4.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,252 F1 · shares: Represents shares automatically withheld to pay related tax liability in connection with the vesting of restricted stock units in accordance with Rule 16b-3. F2 · balance_after: Includes 1,466 shares acquired on May 13, 2022, pursuant to the Coherus BioSciences, Inc. Employee Stock Purchase Plan. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 16:45 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001207 · doc1.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,243 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 1/3 of the RSUs vest annually on January 20 of each year, with the first 1/3 vesting on January 20, 2024 and with the RSUs being fully vested on January 20, 2026, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 18:14 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | GrantStock Option (Right to Buy) · Derivative | 80,000 | $0.00 Strike: $9.87 | $0.00 |
DisclosureSEC source: 0001567619-23-000695 · doc1.xml · derivative · entry 2 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2033-01-04 F2 · derivative.exercise_date: The underlying shares subject to the option vest and become exercisable as to 1/48th of the total number of shares subject to the option in successive, equal monthly installments measured from January 4, 2023, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 18:14 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | Tax withholdingCommon Stock | 5,437 | $9.87 | $53,663.19 |
DisclosureSEC source: 0001567619-23-000695 · doc1.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,243 F1 · shares: Represents shares automatically withheld to pay related tax liability in connection with the vesting of restricted stock units in accordance with Rule 16b-3. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 17:19 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | Tax withholdingCommon Stock | 3,458 | $12.85 | $44,435.30 |
DisclosureSEC source: 0001567619-22-008114 · doc1.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,680 F1 · kind: Represents shares automatically withheld to pay related tax liability in connection with the vesting of restricted stock units in accordance with Rule 16b-3. F1 · shares: Represents shares automatically withheld to pay related tax liability in connection with the vesting of restricted stock units in accordance with Rule 16b-3. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 19:50 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | GrantStock Option (Right to Buy) · Derivative | 80,000 | $0.00 Strike: $15.94 | $0.00 |
DisclosureSEC source: 0001567619-22-000820 · doc1.xml · derivative · entry 2 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2032-01-04 F4 · derivative.exercise_date: The underlying shares subject to the option vest and become exercisable as to 1/48th of the total number of shares subject to the option in successive, equal monthly installments measured from January 4, 2022, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 19:50 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000820 · doc1.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,138 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 1/3 of the RSUs vest annually on January 4 of each year, with the first 1/3 vesting on January 4, 2023 and with the RSUs being fully vested on January 4, 2025, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. F2 · balance_after: Includes 60,000 RSUs. F3 · balance_after: Includes 1,527 shares acquired on November 15, 2021, pursuant to Issuer's employee stock purchase plan. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 19:36 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | SaleCommon Stock | 3,507 | $16.80 | $58,918.65 |
DisclosureSEC source: 0001567619-21-018470 · doc1.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,611 F1 · kind: Represents shares automatically sold to satisfy tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). F2 · balance_after: Includes 20,000 RSUs. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 16:35 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | PurchaseCommon Stock | 3,700 | $13.42 | $49,667.69 |
DisclosureSEC source: 0001567619-21-011972 · doc1.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,118 F1 · price: The transaction was executed in multiple trades in prices ranging from $13.415 to $13.4294, inclusive. The price reported in Column 4 above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a stockholder of the Issuer, information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: Includes 30,000 restricted stock units. F3 · balance_after: Includes 1,418 shares acquired on May 14, 2021, pursuant to Issuer's employee stock purchase plan. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 16:38 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | GrantStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $14.76 | $0.00 |
DisclosureSEC source: 0001567619-21-008804 · doc1.xml · derivative · entry 2 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2031-04-28 F3 · derivative.exercise_date: The underlying shares subject to the option vest and become exercisable as to 1/48th of the total number of shares subject to the option in successive, equal monthly installments measured from March 8, 2021, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 16:38 UTC | Coherus Oncology, Inc. CHRS · Entity 6276 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-008804 · doc1.xml · nonDerivative · entry 1 Stilwell McDavid · CIK 0001851389 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 1/2 of the RSUs vest annually on April 1 of each year, with the first 1/2 vesting on April 1, 2022 and with the RSUs being fully vested on April 1, 2023, subject to Reporting Person's continued service relationship with the Issuer on each such vesting date. F2 · balance_after: Includes 30,000 RSUs. 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.