Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atara Biotherapeutics, Inc.ATRA · Entity 6828 | EVP, Chief Technical Officer | May 16, 2023 | May 19, 2023 |
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.
Atara Biotherapeutics, Inc.
Report date May 16, 2023 · Filed May 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 276,010 |
Reported balance
After 2023-05-16 transaction · row 1
1 source rowRow 1 · 2023-05-16 · Sale · Disposed 19,040 · Balance 276,010 F1: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on May 16, 2023 and May 17, 2023 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employee. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement.
F2: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on May 16, 2023 and May 17, 2023 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employee.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Applied Molecular Transport Inc.
Report date December 27, 2023 · Filed December 28, 2023
Section 16 reporting ended · disclosed 2023-12-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.52 · Expires 2032-03-31 | Direct | 0 |
Reported balance
After 2023-12-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-27 · Disposition to issuer · Disposed 60,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated as of September 21, 2023 (the "Merger Agreement"), by and among Cyclo Therapeutics, Inc. ("Cyclo"), Cameo Merger Sub, Inc. and the Issuer, at the effective time of the Merger, each outstanding option with an exercise price of $0.40 or more was cancelled effective as of the closing. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.13 · Expires 2032-05-24 | Direct | 0 |
Reported balance
After 2023-12-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-27 · Disposition to issuer · Disposed 20,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated as of September 21, 2023 (the "Merger Agreement"), by and among Cyclo Therapeutics, Inc. ("Cyclo"), Cameo Merger Sub, Inc. and the Issuer, at the effective time of the Merger, each outstanding option with an exercise price of $0.40 or more was cancelled effective as of the closing. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.34 · Expires 2033-06-14 | Direct | 0 |
Reported balance
After 2023-12-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-27 · Disposition to issuer · Disposed 20,000 · Balance 0 F2: Pursuant to the terms of the Merger, this option was exchanged for an option covering 2,662 shares of Cyclo Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated as of September 21, 2023 (the "Merger Agreement"), by and among Cyclo Therapeutics, Inc. ("Cyclo"), Cameo Merger Sub, Inc. and the Issuer, at the effective time of the Merger, each outstanding option with an exercise price of $0.40 or more was cancelled effective as of the closing.
F2: Pursuant to the terms of the Merger, this option was exchanged for an option covering 2,662 shares of Cyclo Common Stock.
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 27, 2023 Filed Dec 28, 2023 17:28 UTC | Applied Molecular Transport Inc. AMTI · Entity 95737 | Disposition to issuerStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $0.34 | $0.00 |
DisclosureSEC source: 0001209191-23-059927 · doc4.xml · derivative · entry 3 Banard Charlene A. · CIK 0001919506 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2033-06-14 F2 · derivative.exercise_date: Pursuant to the terms of the Merger, this option was exchanged for an option covering 2,662 shares of Cyclo Common Stock. Read SEC document |
| December 27, 2023 Filed Dec 28, 2023 17:28 UTC | Applied Molecular Transport Inc. AMTI · Entity 95737 | Disposition to issuerStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $3.13 | $0.00 |
DisclosureSEC source: 0001209191-23-059927 · doc4.xml · derivative · entry 2 Banard Charlene A. · CIK 0001919506 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2032-05-24 F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger dated as of September 21, 2023 (the "Merger Agreement"), by and among Cyclo Therapeutics, Inc. ("Cyclo"), Cameo Merger Sub, Inc. and the Issuer, at the effective time of the Merger, each outstanding option with an exercise price of $0.40 or more was cancelled effective as of the closing. Read SEC document |
| December 27, 2023 Filed Dec 28, 2023 17:28 UTC | Applied Molecular Transport Inc. AMTI · Entity 95737 | Disposition to issuerStock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $7.52 | $0.00 |
DisclosureSEC source: 0001209191-23-059927 · doc4.xml · derivative · entry 1 Banard Charlene A. · CIK 0001919506 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2032-03-31 F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger dated as of September 21, 2023 (the "Merger Agreement"), by and among Cyclo Therapeutics, Inc. ("Cyclo"), Cameo Merger Sub, Inc. and the Issuer, at the effective time of the Merger, each outstanding option with an exercise price of $0.40 or more was cancelled effective as of the closing. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 17:22 UTC | Applied Molecular Transport Inc. AMTI · Entity 95737 | GrantStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $0.34 | $0.00 |
DisclosureSEC source: 0001209191-23-037440 · doc4.xml · derivative · entry 1 Banard Charlene A. · CIK 0001919506 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2033-06-14 F1 · derivative.exercise_date: 100% of the stock option granted on June 14, 2023 will become vested on the earlier of (i) June 14, 2024 or (ii) the business day prior to the date of the 2024 annual meeting of stockholders. Read SEC document |
| May 16, 2023 Filed May 19, 2023 00:17 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | SaleCommon Stock | 19,040 | $2.04 | $38,784.48 |
DisclosureSEC source: 0001140361-23-025561 · form4.xml · nonDerivative · entry 1 Banard Charlene A. · CIK 0001919506 · EVP, Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,010 F1 · kind: Shares sold automatically to satisfy tax withholding obligations in connection with the vesting of previously granted restricted stock units, pursuant to a sale-to-cover provision in the award agreement. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on May 16, 2023 and May 17, 2023 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employee. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | GrantEmployee Stock Option (Right to Buy) · Derivative | 314,325 | $0.00 Strike: $3.91 | $0.00 |
DisclosureSEC source: 0001140361-23-010104 · form4.xml · derivative · entry 2 Banard Charlene A. · CIK 0001919506 · EVP, Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,325 Underlying: Common Stock · 314,325 shares Expires 2033-02-28 F2 · derivative.exercise_date: 1/36th of the shares subject to the stock option vest and become exercisable each month, with the initial installment vesting on April 1, 2023, subject to the reporting person's continuous service. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | Atara Biotherapeutics, Inc. ATRA · Entity 6828 | GrantCommon Stock | 139,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-010104 · form4.xml · nonDerivative · entry 1 Banard Charlene A. · CIK 0001919506 · EVP, Chief Technical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,050 F1 · shares: These restricted stock units vest in 12 equal quarterly installments on each Company Quarterly Vesting Date (as defined below), with the initial installment vesting on May 15, 2023, subject to the reporting person's continuous service. "Company Quarterly Vesting Date" means March 1, May 15, August 15 and November 15 of each year. Read SEC document |
| May 24, 2022 Filed May 26, 2022 17:16 UTC | Applied Molecular Transport Inc. AMTI · Entity 95737 | GrantStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $3.13 | $0.00 |
DisclosureSEC source: 0001209191-22-032257 · doc4.xml · derivative · entry 1 Banard Charlene A. · CIK 0001919506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2032-05-24 F1 · derivative.exercise_date: 100% of the stock option granted on May 24, 2022 will become vested on the earlier of (i) May 24, 2023 or (ii) the business day prior to the date of the 2023 annual meeting of stockholders. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 21:19 UTC | Applied Molecular Transport Inc. AMTI · Entity 95737 | GrantRight to Buy (Stock Option) · Derivative | 60,000 | $0.00 Strike: $7.52 | $0.00 |
DisclosureSEC source: 0001209191-22-022749 · doc4.xml · derivative · entry 1 Banard Charlene A. · CIK 0001919506 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2032-03-31 F1 · derivative.exercise_date: 1/36th of the shares subject to the option will become vested and exercisable on the Exercise Date set forth above and 1/36th of the shares subject to the option shall continue to vest each month thereafter, provided the Reporting Person is a service provider to the Issuer as of each vesting date. 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.