Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| APPLIED GENETIC TECHNOLOGIES CORP | 1,885,836 | reported | 01 Apr 2014 | tx 5+1,989,598−66,004,328 |
| Arcellx, Inc. | 0 | reported | 28 Apr 2026 | tx 22+5,528,651−7,328,795 |
| Pandion Therapeutics, Inc. | 0 | reported | 01 Apr 2021 | tx 8+2,262,301−15,311,752 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | TENDER | Arcellx, Inc. | 1,479,148 | — | |
| 28 Apr 2026 | OTHER | Arcellx, Inc. | 11,459 | — | deriv |
| 28 Apr 2026 | OTHER | Arcellx, Inc. | 8,011 | — | deriv |
| 28 Apr 2026 | OTHER | Arcellx, Inc. | 9,174 | — | deriv |
| 29 May 2025 | GRANT_AWARD | Arcellx, Inc. | 9,174 | 0.00 USD | deriv |
| 28 May 2024 | GRANT_AWARD | Arcellx, Inc. | 8,011 | 0.00 USD | deriv |
| 21 Mar 2024 | SALE | Arcellx, Inc. | 504,263 | 70.55 USD | |
| 14 Dec 2023 | SALE | Arcellx, Inc. | 504,263 | 49.13 USD | |
| 14 Jun 2023 | GRANT_AWARD | Arcellx, Inc. | 11,459 | 0.00 USD | deriv |
| 31 May 2023 | SALE | Arcellx, Inc. | 315,164 | 41.50 USD | |
| 01 Jun 2023 | SALE | Arcellx, Inc. | 25,556 | 44.35 USD | |
| 11 May 2023 | SALE | Arcellx, Inc. | 631,932 | 45.00 USD | |
| 11 May 2023 | SALE | Arcellx, Inc. | 6,485 | 46.15 USD | |
| 08 Feb 2022 | CONVERSION | Arcellx, Inc. | 433,196 | 0.00 USD | |
| 08 Feb 2022 | PURCHASE | Arcellx, Inc. | 1,600,000 | 15.00 USD | |
| 08 Feb 2022 | CONVERSION | Arcellx, Inc. | 3,400,144 | 0.00 USD | |
| 08 Feb 2022 | PURCHASE | Arcellx, Inc. | 66,667 | 15.00 USD | first after silence |
| 08 Feb 2022 | CONVERSION | Arcellx, Inc. | 433,196 | 0.00 USD | deriv |
| 08 Feb 2022 | CONVERSION | Arcellx, Inc. | 649,795 | 0.00 USD | deriv |
| 08 Feb 2022 | CONVERSION | Arcellx, Inc. | 666,651 | 0.00 USD | deriv |
| 08 Feb 2022 | CONVERSION | Arcellx, Inc. | 533,389 | 0.00 USD | deriv |
| 08 Feb 2022 | CONVERSION | Arcellx, Inc. | 1,550,309 | 0.00 USD | deriv |
| 01 Apr 2021 | TENDER | Pandion Therapeutics, Inc. | 5,674,221 | 60.00 USD | |
| 01 Apr 2021 | OTHER | Pandion Therapeutics, Inc. | 13,997 | — | deriv |
| 21 Jul 2020 | CONVERSION | Pandion Therapeutics, Inc. | 1,538,724 | — |
2 purchases reported after at least 12 months of silence — most recent on 08 Feb 2022.