Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avalo Therapeutics, Inc.AVTX · Entity 4936 | Director | December 20, 2023 | December 21, 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.
Avalo Therapeutics, Inc.
Report date December 20, 2023 · Filed December 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.04 · Expires 2033-12-20 | Direct | 3,334 |
Reported balance
After 2023-12-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-20 · Grant · Acquired 3,334 · Balance 3,334 F1: The stock option will vest in full on December 20, 2024, subject to the Reporting Person's continued service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option will vest in full on December 20, 2024, subject to the Reporting Person's continued service on such vesting date.
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 20, 2023 Filed Dec 21, 2023 21:05 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 3,334 | $0.00 Strike: $0.04 | $0.00 |
DisclosureSEC source: 0001628280-23-042493 · wk-form4_1703192719.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,334 Underlying: Common Stock · 3,334 shares Expires 2033-12-20 F1 · shares: The stock option will vest in full on December 20, 2024, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:07 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 28,308 | $0.00 Strike: $0.36 | $0.00 |
DisclosureSEC source: 0001628280-23-024232 · wk-form4_1688587616.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,308 Underlying: Common Stock · 28,308 shares Expires 2033-06-30 F1 · shares: 100% of the stock option will immediately vest on the date that it is granted. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:07 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 7,222 | $0.00 Strike: $1.75 | $0.00 |
DisclosureSEC source: 0001628280-23-010578 · wf-form4_168063881758118.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,222 Underlying: Common Stock · 7,222 shares Expires 2033-03-31 F1 · shares: 100% of the stock option will immediately vest on the date that it is granted. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 21:13 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 2,536 | $0.00 Strike: $5.04 | $0.00 |
DisclosureSEC source: 0001628280-23-000084 · wf-form4_167278039218438.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,536 Underlying: Common Stock · 2,536 shares Expires 2032-12-30 F1 · shares: 100% of the stock option will immediately vest on the date that it is granted. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 20:21 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 3,747 | $0.00 Strike: $3.32 | $0.00 |
DisclosureSEC source: 0001628280-22-025856 · wf-form4_166482847172975.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,747 Underlying: Common Stock · 3,747 shares Expires 2032-09-30 F1 · shares: 100% of the stock option will immediately vest on the date that it is granted. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:34 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 26,837 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0001578563-22-000026 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,837 Underlying: Common Stock · 26,837 shares Expires 2032-06-30 F1 · shares: 100% of the stock option will immediately vest on the date that it is granted. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 20:01 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $0.44 | $0.00 |
DisclosureSEC source: 0001578563-22-000023 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2032-06-14 F1 · shares: The stock option will vest in full on June 14, 2023, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 22:25 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 18,468 | $0.00 Strike: $0.72 | $0.00 |
DisclosureSEC source: 0001578563-22-000012 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,468 Underlying: Common Stock · 18,468 shares Expires 2032-03-31 F1 · shares: 100% of the stock option will immediately vest on the date that it is granted. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:26 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 7,943 | $0.00 Strike: $1.70 | $0.00 |
DisclosureSEC source: 0001062993-22-000247 · form4.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,943 Underlying: Common Stock · 7,943 shares Expires 2031-12-31 F1 · shares: 100% of this stock option will immediately vest on the date that it is granted. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:38 UTC | Avalo Therapeutics, Inc. AVTX · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 5,985 | $0.00 Strike: $2.18 | $0.00 |
DisclosureSEC source: 0001878894-21-000007 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,985 Underlying: Common Stock · 5,985 shares Expires 2031-09-30 F1 · shares: 100% of this stock option will immediately vest on the date that it is granted. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 20:02 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 3,985 | $0.00 Strike: $3.27 | $0.00 |
DisclosureSEC source: 0001192482-21-000598 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,985 Underlying: Common Stock · 3,985 shares Expires 2031-06-30 F1 · shares: 100% of this stock option will immediately vest on the date that it is granted. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:39 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $3.56 | $0.00 |
DisclosureSEC source: 0001192482-21-000523 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2031-06-15 F1 · shares: This stock option will be fully vested and exercisable on June 15, 2022, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 20:29 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 4,799 | $0.00 Strike: $3.02 | $0.00 |
DisclosureSEC source: 0001653222-21-000001 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,799 Underlying: Common Stock · 4,799 shares Expires 2031-03-31 F1 · shares: 100% of this stock option will immediately vest on the date that it is granted. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:13 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 4,919 | $0.00 Strike: $2.64 | $0.00 |
DisclosureSEC source: 0001192482-21-000030 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,919 Underlying: Common Stock · 4,919 shares Expires 2030-12-31 F1 · shares: 100% of this stock option will immediately vest on the date that it is granted. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 20:40 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 5,099 | $0.00 Strike: $2.28 | $0.00 |
DisclosureSEC source: 0001192482-20-000757 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,099 Underlying: Common Stock · 5,099 shares Expires 2030-09-30 F1 · shares: 100% of this stock option will immediately vest on the date that it is granted. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 21:47 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 4,304 | $0.00 Strike: $2.60 | $0.00 |
DisclosureSEC source: 0001192482-20-000594 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,304 Underlying: Common Stock · 4,304 shares Expires 2030-06-30 F1 · shares: 100% of this stock option will immediately vest on the date that it is granted. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 20:16 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $2.51 | $0.00 |
DisclosureSEC source: 0001192482-20-000548 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2030-06-18 F1 · shares: This stock option will be fully vested and exercisable on June 18, 2021, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:59 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 4,866 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001578563-20-000010 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,866 Underlying: Common Stock · 4,866 shares Expires 2030-03-31 F1 · derivative.exercise_date: The stock option is fully vested. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 01:07 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 2,682 | $0.00 Strike: $5.39 | $0.00 |
DisclosureSEC source: 0001578563-20-000004 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,682 Underlying: Common Stock · 2,682 shares Expires 2029-12-31 F1 · derivative.exercise_date: The stock option is fully vested. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 21:29 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 4,411 | $0.00 Strike: $3.29 | $0.00 |
DisclosureSEC source: 0001578563-19-000028 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,411 Underlying: Common Stock · 4,411 shares Expires 2029-09-30 F1 · derivative.exercise_date: The stock option is fully vested. Read SEC document |
| August 07, 2019 Filed Oct 3, 2019 22:18 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $2.93 | $0.00 |
DisclosureSEC source: 0001578563-19-000032 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2029-08-07 F1 · derivative.exercise_date: The stock option will vest in full on August 7, 2020, subject to the Reporting Person's continued service on such vesting date. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:09 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 2,636 | $0.00 Strike: $5.44 | $0.00 |
DisclosureSEC source: 0001104659-19-039027 · a4.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,636 Underlying: Common Stock · 2,636 shares Expires 2029-06-28 Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 19:41 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,286 | $0.00 Strike: $5.84 | $0.00 |
DisclosureSEC source: 0001562180-19-002072 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,286 Underlying: Common Stock · 2,286 shares Expires 2029-03-29 Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 21:58 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 4,103 | $0.00 Strike: $3.23 | $0.00 |
DisclosureSEC source: 0001578563-19-000005 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,103 Underlying: Common Stock · 4,103 shares Expires 2028-12-30 Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 18:17 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,696 | $0.00 Strike: $4.67 | $0.00 |
DisclosureSEC source: 0001562180-18-004062 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,696 Underlying: Common Stock · 2,696 shares Expires 2028-09-28 Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 21:26 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,747 | $0.00 Strike: $4.34 | $0.00 |
DisclosureSEC source: 0001562180-18-003166 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,747 Underlying: Common Stock · 2,747 shares Expires 2028-06-29 Read SEC document |
| May 15, 2018 Filed May 18, 2018 00:08 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantStock Option (Right to Buy) · Derivative | 8,357 | $0.00 Strike: $3.71 | $0.00 |
DisclosureSEC source: 0001578563-18-000011 · primary_doc.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,357 Underlying: Common Stock · 8,357 shares Expires 2028-05-14 F1 · derivative.exercise_date: The stock options will vest in full on May 15, 2019, subject to the grantee's continued service on such vesting date. Read SEC document |
| March 31, 2018 Filed Apr 4, 2018 18:35 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,791 | $0.00 Strike: $4.29 | $0.00 |
DisclosureSEC source: 0001562180-18-001829 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,791 Underlying: Common Stock · 2,791 shares Expires 2028-03-30 Read SEC document |
| December 31, 2017 Filed Jan 4, 2018 15:21 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 3,776 | $0.00 Strike: $3.20 | $0.00 |
DisclosureSEC source: 0001562180-18-000180 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,776 Underlying: Common Stock · 3,776 shares Expires 2027-12-30 Read SEC document |
| September 30, 2017 Filed Oct 4, 2017 18:24 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,587 | $0.00 Strike: $0.85 | $0.00 |
DisclosureSEC source: 0001562180-17-003190 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,587 Underlying: Common Stock · 12,587 shares Expires 2027-09-29 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 17:40 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 16,891 | $0.00 Strike: $0.57 | $0.00 |
DisclosureSEC source: 0001562180-17-002387 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,891 Underlying: Common Stock · 16,891 shares Expires 2027-06-29 F1 · derivative.exercise_date: The stock options vested immediately and became exercisable in full on 6/30/2017. Read SEC document |
| June 30, 2017 Filed Jul 31, 2017 17:39 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,357 | $0.00 Strike: $0.57 | $0.00 |
DisclosureSEC source: 0001562180-17-002534 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,357 Underlying: Common Stock · 8,357 shares Expires 2027-06-29 F1 · derivative.exercise_date: The stock options will vest in full on June 30, 2018, subject to the grantees continued service on such vesting date. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 18:18 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,031 | $0.00 Strike: $0.68 | $0.00 |
DisclosureSEC source: 0001562180-17-001406 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,031 Underlying: Common Stock · 12,031 shares Expires 2027-03-30 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 19:55 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,008 | $0.00 Strike: $0.88 | $0.00 |
DisclosureSEC source: 0001562180-17-000142 · primarydocument.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,008 Underlying: Common Stock · 9,008 shares Expires 2026-12-30 F1 · derivative.exercise_date: The stock options immediately vested and became exercisable in full upon grant on December 31, 2016. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 19:12 UTC | Avalo Therapeutics, Inc. CERC · Entity 4936 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,105 | $0.00 Strike: $4.23 | $0.00 |
DisclosureSEC source: 0001179110-16-030162 · edgar.xml · derivative · entry 1 Persson Magnus · CIK 0001653222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105 Underlying: Common Stock · 2,105 shares Expires 2026-09-29 F1 · derivative.exercise_date: The stock options immediately vested and became exercisable in full upon grant on September 30, 2016. 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.