Fate Therapeutics, Inc. (FATE)
San Diego, CA, US
Fate Therapeutics, Inc. is a clinical-stage biopharmaceutical firm dedicated to creating advanced, programmed cellular immunotherapies. These innovative treatments are designed to combat cancer and various immune disorders across the globe. A significant portion of its development pipeline concentrates on NK- and T-cell immuno-oncology programs. Key candidates include FT516, which targets acute myeloid leukemia (AML), B-cell lymphoma, and advanced solid tumors; FT596 for B-cell lymphoma and chronic lymphocytic leukemia; FT538, addressing AML and multiple myeloma; FT576, also focused on multiple myeloma; FT819, aimed at both hematologic malignancies and solid tumors; FT536, another program for solid tumors; and FT500, intended for advanced solid tumors. The company also actively engages in strategic collaborations to advance its research and development. It holds an agreement with Ono Pharmaceutical Co. Ltd. for the joint development and commercialization of two novel, "off-the-shelf" iPSC-derived CAR T-cell therapies. Furthermore, Fate Therapeutics maintains a research collaboration and licensing deal with Juno Therapeutics, Inc., focusing on identifying small molecule modulators that can enhance the therapeutic efficacy of genetically engineered T-cell immunotherapies. A separate collaboration and option agreement exists with Janssen Biotech, Inc. Established in 2007, Fate Therapeutics, Inc. is based in San Diego, California.
3 articles
- Fate Therapeutics Receives FDA Clearance of Investigational New Drug Application for FT839 Product Candidate GlobeNewsWire
- Fate Therapeutics to Present Preliminary Clinical Data of FT819 Off-the-Shelf CAR T-Cell Product Candidate for Systemic Sclerosis at the ISSCR 2026 Annual Meeting Globe News Wire
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.21% | +0.00% | +81.45% | +87.50% | +116.35% | +128.98% | +110.28% | -54.73% | -96.89% | +41.51% | -66.01% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | -1 |
| Hold | 6 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 20 |
33.85
+1,061.2%
|
-
Revenue growth Biotechnology: +1.6%-51.2% Q1'26: -20.3% (vs Q1'25)
-
EPS growth Biotechnology: +29.7%+29.9% ★ Q1'26: +18.8% (vs Q1'25)
-
FCF margin FCF growth · Biotechnology: +16.2%-2,057.1% Q1'26: -2,391.1% (vs Q1'25)
-
EBIT margin Biotechnology: +0.0%-2,051.1% Q1'26: +0.0% (vs Q1'25)
-
ROIC Biotechnology: -16.1%-167.5% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Biotechnology: -3.4%+4.5% Q1'26: +1.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×-0.61× Q1'26: -0.58× (vs Q1'25)
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 8 EPS Ana. |
Dec 2027 7 Rev. Ana. 7 EPS Ana. |
Dec 2028 5 Rev. Ana. 4 EPS Ana. |
Dec 2029 2 Rev. Ana. 2 EPS Ana. |
Dec 2030 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.43M
est: 1.96M (+24.1%)
|
4.40M
est: 4.35M (+1.1%)
|
4.11M
est: 4.09M (+0.5%)
|
4.74M
est: 5.95M (-20.3%)
|
10.68M
est: 9.67M (+10.4%)
|
31.43M
est: 20.58M (+52.7%)
|
55.85M
est: 50.85M (+9.8%)
|
96.30M
est: 69.09M (+39.4%)
|
63.53M
est: 12.32M (+415.8%)
|
13.63M
est: 13.30M (+2.5%)
|
6.65M
est: 6.62M (+0.4%)
|
5.97M
3.58M – 9.55M
-9.8% YoY
|
5.79M
3.86M – 8.69M
-2.9% YoY
|
6.82M
4.54M – 10.23M
+17.7% YoY
|
64.68M
43.12M – 97.02M
+848.8% YoY
|
182.36M
121.57M – 273.54M
+181.9% YoY
|
| EBITDA |
-27.09M
est: -1.96M (-1,282.7%)
|
-30.94M
est: -4.35M (-610.8%)
|
-40.71M
est: -4.09M (-896.6%)
|
-63.70M
est: -5.95M (-971.0%)
|
-94.20M
est: -9.67M (-873.9%)
|
-125.00M
est: -126.32M (+1.0%)
|
-211.14M
est: -190.71M (-10.7%)
|
-294.63M
est: -265.67M (-10.9%)
|
-172.23M
est: -12.32M (-1,298.3%)
|
-176.58M
est: -13.30M (-1,227.9%)
|
-127.02M
est: -6.62M (-1,819.3%)
|
-5.97M
-9.55M – -3.58M
+9.8% YoY
|
-5.79M
-8.69M – -3.86M
+2.9% YoY
|
-6.82M
-10.23M – -4.54M
-17.7% YoY
|
-64.68M
-97.02M – -43.12M
-848.8% YoY
|
-182.36M
-273.54M – -121.57M
-181.9% YoY
|
| EBIT |
-27.77M
est: -1.96M (-1,317.8%)
|
-31.83M
est: -4.35M (-631.0%)
|
-41.68M
est: -4.09M (-920.3%)
|
-64.90M
est: -5.95M (-991.2%)
|
-96.40M
est: -9.67M (-896.6%)
|
-128.09M
est: -95.33M (-34.4%)
|
-216.99M
est: -201.99M (-7.4%)
|
-308.39M
est: -310.33M (+0.6%)
|
-190.51M
est: -12.32M (-1,446.7%)
|
-195.54M
est: -13.30M (-1,370.5%)
|
-136.32M
est: -6.62M (-1,959.7%)
|
-5.97M
-9.55M – -3.58M
+9.8% YoY
|
-5.79M
-8.69M – -3.86M
+2.9% YoY
|
-6.82M
-10.23M – -4.54M
-17.7% YoY
|
-64.68M
-97.02M – -43.12M
-848.8% YoY
|
-182.36M
-273.54M – -121.57M
-181.9% YoY
|
| Net Income |
-29.99M
est: -136.65M (+78.1%)
|
-33.46M
est: -129.60M (+74.2%)
|
-42.95M
est: -111.25M (+61.4%)
|
-66.60M
est: -134.92M (+50.6%)
|
-98.15M
est: -163.55M (+40.0%)
|
-173.39M
est: -128.58M (-34.8%)
|
-212.15M
est: -196.17M (-8.1%)
|
-281.72M
est: -211.56M (-33.2%)
|
-160.93M
est: -175.72M (+8.4%)
|
-186.26M
est: -171.52M (-8.6%)
|
-136.32M
est: -136.32M (+0.0%)
|
-140.15M
-158.93M – -77.64M
-2.8% YoY
|
-153.53M
-177.37M – -44.34M
-9.5% YoY
|
-184.02M
-204.74M – -68.65M
-19.9% YoY
|
-112.85M
-186.20M – -63.95M
+38.7% YoY
|
-63.43M
-104.67M – -35.95M
+43.8% YoY
|
| SGA |
10.35M
est: 3.90M (+165.7%)
|
9.91M
est: 8.66M (+14.5%)
|
11.87M
est: 8.13M (+46.1%)
|
15.81M
est: 11.83M (+33.6%)
|
23.64M
est: 19.24M (+22.9%)
|
33.90M
est: 40.93M (-17.2%)
|
57.32M
est: 101.14M (-43.3%)
|
84.23M
est: 137.42M (-38.7%)
|
96.86M
est: 39.09M (+147.8%)
|
74.17M
est: 42.20M (+75.8%)
|
46.52M
est: 21.00M (+121.5%)
|
18.94M
11.36M – 30.30M
-9.8% YoY
|
18.38M
12.25M – 27.57M
-2.9% YoY
|
21.63M
14.42M – 32.45M
+17.7% YoY
|
205.25M
136.83M – 307.87M
+848.8% YoY
|
578.69M
385.79M – 868.03M
+181.9% YoY
|
| EPS |
-1.18
est: -1.20 (+1.8%)
|
-1.05
est: -1.14 (+7.9%)
|
-1.02
est: -0.98 (-4.2%)
|
-1.19
est: -1.19 (-0.3%)
|
-1.43
est: -1.44 (+0.6%)
|
-2.10
est: -1.83 (-14.6%)
|
-2.24
est: -2.21 (-1.5%)
|
-2.91
est: -3.21 (+9.3%)
|
-1.64
est: -1.69 (+3.0%)
|
-1.64
est: -1.62 (-1.3%)
|
-1.15
est: -1.15 (-0.4%)
|
-1.13
-1.34 – -0.65
+1.0% YoY
|
-1.07
-1.49 – -0.37
+5.8% YoY
|
-1.06
-1.72 – -0.58
+0.6% YoY
|
-0.95
-1.57 – -0.54
+10.5% YoY
|
-0.53
-0.88 – -0.30
+43.8% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | HC Wainwright & Co. | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 10.47M | 9.20% | 9.90M | — | 10.47M | — | HC | Delaware | 2024-11-08 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 7.68M | 8.04% | — | 152.9K | 7.45M | 222.4K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 3 | Boxer Asser Management Inc. | 6.17M | 6.30% | — | 6.17M | — | 6.17M | CO | Delaware | 2024-02-12 | ↗ |
| 4 | Boxer Capital, LLC | 6.17M | 6.30% | — | 6.17M | — | 6.17M | OO | Delaware | 2024-02-12 | ↗ |
| 5 | Joe Lewis | 6.17M | 6.30% | — | 6.17M | — | 6.17M | IN | Delaware | 2024-02-12 | ↗ |
| 6 | STATE STREET CORPORATION | 5.94M | 6.11% | — | 5.76M | — | 5.94M | HC | — | 2023-02-03 | ↗ |
| 7 | Steven A. Cohen | 4.95M | 5.00% | — | 4.95M | — | — | IN | United States | 2024-01-25 | ↗ |
| 8 | Point72 Asset Management, L.P. | 4.73M | 4.80% | — | 4.73M | — | — | PN | Delaware | 2024-01-25 | ↗ |
| 9 | Point72 Capital Advisors, Inc. | 4.73M | 4.80% | — | 4.73M | — | — | CO | Delaware | 2024-01-25 | ↗ |
| 10 | BVF Inc. | 3.76M | 9.10% | — | 3.76M | — | — | CO | Delaware | 2016-12-01 | ↗ |
| 11 | BVF Partners L.P. | 3.76M | 9.10% | — | 3.76M | — | — | IA, PN | Delaware | 2016-12-01 | ↗ |
| 12 | Mark N. Lampert | 3.76M | 9.10% | — | 3.76M | — | — | IN | Delaware | 2016-12-01 | ↗ |
| 13 | VEF Management V, LLC | 2.47M | 4.70% | — | 2.47M | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 14 | Venrock Associates V, L.P. | 2.47M | 4.70% | — | 2.47M | — | — | PN | Delaware | 2018-02-14 | ↗ |
| 15 | Venrock Entrepreneurs Fund V, L.P. | 2.47M | 4.70% | — | 2.47M | — | — | PN | Delaware | 2018-02-14 | ↗ |
| 16 | Venrock Management V, LLC | 2.47M | 4.70% | — | 2.47M | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 17 | Venrock Partners Management V, LLC | 2.47M | 4.70% | — | 2.47M | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 18 | Venrock Partners V, L.P. | 2.47M | 4.70% | — | 2.47M | — | — | PN | Delaware | 2018-02-14 | ↗ |
| 19 | Kingdon Capital Management, L.L.C. | 2.39M | 8.96% | — | 2.39M | — | 2.39M | IA | Delaware | 2015-05-28 | ↗ |
| 20 | Mark Kingdon | 2.39M | 8.96% | — | 2.39M | — | 2.39M | HC, IN | Delaware | 2015-05-28 | ↗ |
| 21 | JEREMY C. GREEN | 2.37M | 8.26% | — | 2.37M | — | — | IN | UNITED STATES | 2016-02-16 | ↗ |
| 22 | Redmile Group, LLC | 2.37M | 8.26% | 2.37M | — | 2.37M | — | OO | DELAWARE | 2016-02-16 | ↗ |
| 23 | 2. | 2.09M | 2.40% | 1.79M | — | 2.09M | — | IA | New York | 2021-02-03 | ↗ |
| 24 | Biotechnology Value Fund, L.P. | 1.72M | 4.20% | — | 1.72M | — | — | PN | Delaware | 2016-12-01 | ↗ |
| 25 | Israel A. Englander | 1.70M | 1.70% | — | 1.70M | — | 1.70M | IN | — | 2023-03-22 | ↗ |
| 26 | Millennium Group Management LLC | 1.70M | 1.70% | — | 1.70M | — | 1.70M | OO | — | 2023-03-22 | ↗ |
| 27 | Millennium Management LLC | 1.70M | 1.70% | — | 1.70M | — | 1.70M | OO | — | 2023-03-22 | ↗ |
| 28 | M. Kingdon Offshore Master Fund L.P. | 1.37M | 5.13% | — | 1.37M | — | 1.37M | PN | Delaware | 2015-05-28 | ↗ |
| 29 | Wellington Group Holdings LLP | 1.31M | 4.55% | — | 1.15M | — | — | HC | Massachusetts | 2016-02-11 | ↗ |
| 30 | Wellington Investment Advisors Holdings LLP | 1.31M | 4.55% | — | 1.15M | — | — | HC | Massachusetts | 2016-02-11 | ↗ |
| 31 | Wellington Management Group LLP | 1.31M | 4.55% | — | 1.15M | — | — | HC | Massachusetts | 2016-02-11 | ↗ |
| 32 | Biotechnology Value Fund II, L.P. | 1.11M | 2.70% | — | 1.11M | — | — | PN | Delaware | 2016-12-01 | ↗ |
| 33 | BVF Partners OS Ltd. | 331.0K | 1.00% | — | 331.0K | — | — | CO | Delaware | 2016-12-01 | ↗ |
| 34 | Biotechnology Value Trading Fund OS LP | 331.0K | 1.00% | — | 331.0K | — | — | PN | Delaware | 2016-12-01 | ↗ |
| 35 | Aaron I. Davis | 290.0K | 0.30% | — | 290.0K | — | 290.0K | IN | Delaware | 2024-02-12 | ↗ |
| 36 | MVA Investors, LLC | 290.0K | 0.30% | — | 290.0K | — | 290.0K | CO | Delaware | 2024-02-12 | ↗ |
| 37 | Cubist Systematic Strategies, LLC | 214.4K | 0.20% | — | 214.4K | — | — | OO | Delaware | 2024-01-25 | ↗ |
| 38 | 95-1411037 | 13.00 | 5.80% | 5.59M | — | 5.59M | — | IA | Delaware | 2023-02-13 | ↗ |
| 39 | EcoR1 Capital, LLC | — | 11.00% | — | — | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 40 | Oleg Nodelman | — | 11.00% | — | — | — | — | IN | United States | 2018-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | REDMILE GROUP, LLC | 12.87M +— (+0.0%) | 12.65M -3.6M (-22.0%) | 10.82% -0.043 pp | 0.93% -0.647 pp | USD14.79 -93.4% | 43 qtrs — |
| 2 | BLACKROCK, INC. | 10.18M -504.2K (-4.7%) | 10.00M -3.5M (-25.7%) | 8.55% -0.459 pp | 0.00% 0.000 pp | USD3.39 -71.1% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 8.97M +172.9K (+2.0%) | 8.82M -2.3M (-20.5%) | 7.54% +0.116 pp | 0.00% +0.000 pp | USD21.63 -95.5% | 49 qtrs — |
| 4 | JOHNSON & JOHNSON | 3.38M +— (+0.0%) | 3.32M -937.4K (-22.0%) | 2.84% -0.011 pp | 0.60% -0.242 pp | USD59.27 -98.3% | 18 qtrs — |
| 5 | ACADIAN ASSET MANAGEMENT LLC | 2.93M +221.7K (+8.2%) | 2.88M -534.0K (-15.7%) | 2.46% +0.177 pp | 0.00% -0.001 pp | USD2.08 -52.9% | 11 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.47M -61.9K (-2.4%) | 2.43M -762.8K (-23.9%) | 2.07% -0.060 pp | 0.00% 0.000 pp | USD19.67 -95.0% | 48 qtrs — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 2.36M +1.1M (+87.0%) | 2.32M +729.0K (+45.8%) | 1.98% +0.919 pp | 0.00% +0.002 pp | USD1.12 -12.5% | 7 qtrs — |
| 8 | STATE STREET CORP | 2.27M -151.9K (-6.3%) | 2.23M -819.8K (-26.9%) | 1.90% -0.136 pp | 0.00% +0.000 pp | USD7.53 -87.0% | 35 qtrs — |
| 9 | TWO SIGMA INVESTMENTS, LP | 1.73M +833.3K (+92.5%) | 1.70M +568.9K (+50.1%) | 1.46% +0.697 pp | 0.00% +0.001 pp | USD1.63 -39.9% | 14 qtrs — |
| 10 | VESTAL POINT CAPITAL, LP | 1.73M -790.0K (-31.4%) | 1.69M -1.5M (-46.5%) | 1.45% -0.672 pp | 0.06% -0.086 pp | USD2.84 -65.5% | 9 qtrs — |
| 11 | TWO SIGMA ADVISERS, LP | 1.65M +644.3K (+64.0%) | 1.62M +353.6K (+27.9%) | 1.39% +0.538 pp | 0.00% +0.001 pp | USD3.16 -69.0% | 34 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.58M -517.5K (-24.7%) | 1.55M -1.1M (-41.2%) | 1.33% -0.442 pp | 0.00% 0.000 pp | USD5.04 -80.6% | 25 qtrs — |
| 13 | POINT72 ASSET MANAGEMENT, L.P. | 1.53M +1.5M (+100.0%) | 1.50M +1.5M (+100.0%) | 1.28% +1.284 pp | 0.00% +0.002 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 14 | GOLDMAN SACHS GROUP INC | 1.44M -51.4K (-3.5%) | 1.41M -462.8K (-24.7%) | 1.21% -0.048 pp | 0.00% 0.000 pp | USD7.65 -87.2% | 49 qtrs — |
| 15 | TANG CAPITAL MANAGEMENT LLC | 1.17M -700.0K (-37.5%) | 1.15M -1.2M (-51.2%) | 0.98% -0.595 pp | 0.06% -0.034 pp | USD3.16 -69.0% | 12 qtrs — |
| 16 | AQR CAPITAL MANAGEMENT LLC | 1.16M +30.6K (+2.7%) | 1.14M -283.8K (-19.9%) | 0.98% +0.022 pp | 0.00% 0.000 pp | USD1.11 -11.7% | 12 qtrs — |
| 17 | MORGAN STANLEY | 916.9K -13.0K (-1.4%) | 901.0K -270.7K (-23.1%) | 0.77% -0.014 pp | 0.00% +0.000 pp | USD19.97 -95.1% | 48 qtrs — |
| 18 | JANE STREET GROUP, LLC | 842.8K +239.0K (+39.6%) | 828.1K +67.4K (+8.9%) | 0.71% +0.199 pp | 0.00% +0.000 pp | USD1.21 -19.0% | 31 qtrs — |
| 19 | MONACO ASSET MANAGEMENT SAM | 830.0K +60.0K (+7.8%) | 815.6K -154.6K (-15.9%) | 0.70% +0.048 pp | 0.14% +0.082 pp | USD1.34 -26.9% | 13 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 784.6K -1.3K (-0.2%) | 771.0K -219.3K (-22.1%) | 0.66% -0.004 pp | 0.00% +0.000 pp | USD21.67 -95.5% | 35 qtrs — |
| 21 | CITADEL ADVISORS LLC | 749.3K -75.2K (-9.1%) | 736.3K -302.6K (-29.1%) | 0.63% -0.066 pp | 0.00% +0.000 pp | USD7.13 -86.3% | 33 qtrs — |
| 22 | NORTHERN TRUST CORP | 732.7K -81.8K (-10.0%) | 719.9K -306.3K (-29.8%) | 0.62% -0.072 pp | 0.00% +0.000 pp | USD8.54 -88.5% | 43 qtrs — |
| 23 | BRUCE & CO., INC. | 729.2K +— (+0.0%) | 716.5K -202.3K (-22.0%) | 0.61% -0.002 pp | 0.22% -0.062 pp | USD3.22 -69.6% | 25 qtrs — |
| 24 | DAFNA CAPITAL MANAGEMENT LLC | 550.0K +550.0K (+100.0%) | 540.4K +540.4K (+100.0%) | 0.46% +0.462 pp | 0.13% +0.126 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 25 | MILLENNIUM MANAGEMENT LLC | 522.6K -441.3K (-45.8%) | 513.5K -701.0K (-57.7%) | 0.44% -0.374 pp | 0.00% 0.000 pp | USD1.65 -40.6% | 42 qtrs — |
| 26 | UBS GROUP AG | 403.5K +88.8K (+28.2%) | 396.7K +68.0 (+0.0%) | 0.34% +0.074 pp | 0.00% +0.000 pp | USD1.94 -49.5% | 45 qtrs — |
| 27 | INVESCO LTD. | 379.0K +64.2K (+20.4%) | 372.4K -24.3K (-6.1%) | 0.32% +0.053 pp | 0.00% +0.000 pp | USD3.20 -69.4% | 24 qtrs — |
| 28 | PRIVIUM FUND MANAGEMENT B.V. | 369.1K +35.9K (+10.8%) | 362.7K -57.2K (-13.6%) | 0.31% +0.029 pp | 0.07% -0.009 pp | USD1.55 -36.8% | 6 qtrs — |
| 29 | KNOTT DAVID M JR | 365.0K +— (+0.0%) | 358.6K -101.3K (-22.0%) | 0.31% -0.001 pp | 0.17% -0.019 pp | USD1.26 -22.2% | 2 qtrs — |
| 30 | XTX TOPCO LTD | 364.7K -73.2K (-16.7%) | 358.4K -193.4K (-35.0%) | 0.31% -0.063 pp | 0.01% -0.019 pp | USD1.26 -22.2% | 14 qtrs — |
| 31 | WOODLINE PARTNERS LP | 356.7K -356.0K (-50.0%) | 350.4K -547.5K (-61.0%) | 0.30% -0.302 pp | 0.00% -0.003 pp | USD4.44 -77.9% | 20 qtrs — |
| 32 | NUVEEN, LLC | 336.9K +— (+0.0%) | 331.0K -93.4K (-22.0%) | 0.28% -0.001 pp | 0.00% +0.000 pp | USD0.79 +24.1% | 4 qtrs — |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 310.2K +131.3K (+73.4%) | 304.8K +79.3K (+35.2%) | 0.26% +0.110 pp | 0.00% +0.000 pp | USD1.71 -42.7% | 27 qtrs — |
| 34 | BARCLAYS PLC | 308.5K -115.7K (-27.3%) | 303.2K -1.2M (-79.6%) | 0.26% -0.099 pp | 0.00% 0.000 pp | USD3.85 -74.5% | 36 qtrs — |
| 35 | BANK OF NEW YORK MELLON CORP | 307.6K -8.7K (-2.8%) | 302.2K -96.3K (-24.2%) | 0.26% -0.008 pp | 0.00% +0.000 pp | USD16.85 -94.2% | 48 qtrs — |
| 36 | QUADRATURE CAPITAL LTD | 298.1K -79.3K (-21.0%) | 292.9K -182.6K (-38.4%) | 0.25% -0.068 pp | 0.00% -0.003 pp | USD1.26 -22.2% | 2 qtrs — |
| 37 | MAN GROUP PLC | 261.2K +41.5K (+18.9%) | 256.6K -20.1K (-7.3%) | 0.22% +0.034 pp | 0.00% +0.000 pp | USD1.22 -19.7% | 2 qtrs — |
| 38 | GSA CAPITAL PARTNERS LLP | 213.6K -97.2K (-31.3%) | 210.0K -182.0K (-46.4%) | 0.18% -0.083 pp | 0.02% -0.015 pp | USD1.14 -14.0% | 3 qtrs — |
| 39 | GRAHAM CAPITAL MANAGEMENT, L.P. | 195.6K -273.5K (-58.3%) | 192.2K -398.9K (-67.5%) | 0.16% -0.231 pp | 0.00% -0.005 pp | USD1.20 -18.3% | 7 qtrs — |
| 40 | SCHONFELD STRATEGIC ADVISORS LLC | 192.7K -351.9K (-64.6%) | 189.3K -496.8K (-72.4%) | 0.16% -0.298 pp | 0.00% -0.003 pp | USD0.79 +24.1% | 4 qtrs — |
| 41 | ALLIANCEBERNSTEIN L.P. | 187.7K +— (+0.0%) | 184.4K -52.1K (-22.0%) | 0.16% -0.001 pp | 0.00% +0.000 pp | USD8.68 -88.7% | 32 qtrs — |
| 42 | WELLS FARGO & COMPANY/MN | 172.3K +38.4K (+28.7%) | 169.3K +648.0 (+0.4%) | 0.14% +0.032 pp | 0.00% +0.000 pp | USD3.84 -74.5% | 45 qtrs — |
| 43 | BANK OF AMERICA CORP /DE/ | 151.1K +4.6K (+3.1%) | 148.4K -36.3K (-19.6%) | 0.13% +0.003 pp | 0.00% +0.000 pp | USD4.76 -79.4% | 34 qtrs — |
| 44 | ASSENAGON ASSET MANAGEMENT S.A. | 148.7K +2.8K (+1.9%) | 146.1K -37.7K (-20.5%) | 0.12% +0.002 pp | 0.00% 0.000 pp | USD6.66 -85.3% | 11 qtrs — |
| 45 | RHUMBLINE ADVISERS | 146.8K -7.3K (-4.8%) | 144.3K -49.9K (-25.7%) | 0.12% -0.007 pp | 0.00% +0.000 pp | USD14.81 -93.4% | 35 qtrs — |
| 46 | LPL FINANCIAL LLC | 144.8K +120.9K (+505.5%) | 142.3K +112.2K (+372.2%) | 0.12% +0.102 pp | 0.00% +0.000 pp | USD1.05 -6.7% | 5 qtrs — |
| 47 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 135.0K +35.0K (+35.0%) | 132.7K +6.7K (+5.3%) | 0.11% +0.029 pp | 0.00% +0.000 pp | USD1.16 -15.5% | 3 qtrs — |
| 48 | LOS ANGELES CAPITAL MANAGEMENT LLC | 95.2K +— (+0.0%) | 122.8K +2.9K (+2.4%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD1.26 -22.2% | 2 qtrs — |
| 49 | IEQ CAPITAL, LLC | 121.5K -16.1K (-11.7%) | 119.4K -53.9K (-31.1%) | 0.10% -0.014 pp | 0.00% 0.000 pp | USD0.96 +2.1% | 4 qtrs — |
| 50 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 111.2K +111.2K (+100.0%) | 109.3K +109.3K (+100.0%) | 0.09% +0.094 pp | 0.00% +0.000 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 51 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 90.0K +90.0K (+100.0%) | 107.1K +107.1K (+100.0%) | 0.08% +0.076 pp | 0.00% +0.000 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 52 | HSBC HOLDINGS PLC | 97.7K -118.0 (-0.1%) | 96.2K -23.1K (-19.3%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD5.81 -83.1% | 16 qtrs — |
| 53 | DEUTSCHE BANK AG\ | 91.7K -65.5K (-41.7%) | 89.8K -108.2K (-54.6%) | 0.08% -0.056 pp | 0.00% +0.000 pp | USD1.26 -22.2% | 2 qtrs — |
| 54 | LEO WEALTH, LLC | 70.4K +— (+0.0%) | 69.2K -19.5K (-22.0%) | 0.06% 0.000 pp | 0.01% -0.007 pp | USD1.89 -48.1% | 7 qtrs — |
| 55 | SHAY CAPITAL LLC | 70.0K +70.0K (+100.0%) | 68.8K +68.8K (+100.0%) | 0.06% +0.059 pp | 0.01% +0.007 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 56 | VIRTU FINANCIAL LLC | 68.9K +68.9K (+100.0%) | 68.0K +68.0K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.003 pp | USD0.98 +0.0% | 3 qtrs — |
| 57 | SEI INVESTMENTS CO | 67.6K -78.0 (-0.1%) | 66.5K -18.9K (-22.1%) | 0.06% 0.000 pp | 0.00% +0.000 pp | USD0.79 +24.1% | 4 qtrs — |
| 58 | PRICE T ROWE ASSOCIATES INC /MD/ | 54.5K +— (+0.0%) | 54.0K -15.0K (-21.7%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD10.93 -91.0% | 33 qtrs — |
| 59 | CERITY PARTNERS LLC | 52.5K +1.7K (+3.3%) | 51.6K -12.5K (-19.4%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD1.49 -34.2% | 11 qtrs — |
| 60 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 52.4K +1.7K (+3.4%) | 51.5K -12.4K (-19.4%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD3.12 -68.6% | 7 qtrs — |
| 61 | CWM, LLC | 51.8K -14.3K (-21.6%) | 51.0K -32.0K (-38.6%) | 0.04% -0.012 pp | 0.00% 0.000 pp | USD1.06 -7.5% | 16 qtrs — |
| 62 | INTECH INVESTMENT MANAGEMENT LLC | 51.7K -4.7K (-8.3%) | 50.8K -20.2K (-28.5%) | 0.04% -0.004 pp | 0.00% 0.000 pp | USD1.95 -49.7% | 6 qtrs — |
| 63 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 50.9K -13.3K (-20.7%) | 50.1K -30.9K (-38.2%) | 0.04% -0.011 pp | 0.00% 0.000 pp | USD1.29 -24.0% | 10 qtrs — |
| 64 | HRT FINANCIAL LP | 48.5K -12.3K (-20.3%) | 47.0K -29.0K (-38.2%) | 0.04% -0.011 pp | 0.00% 0.000 pp | USD1.26 -22.2% | 2 qtrs — |
| 65 | JPMORGAN CHASE & CO | 43.4K -7.0K (-13.8%) | 42.7K -20.8K (-32.8%) | 0.04% -0.006 pp | 0.00% +0.000 pp | USD14.49 -93.2% | 38 qtrs — |
| 66 | SG AMERICAS SECURITIES, LLC | 38.9K +24.0K (+161.2%) | 38.0K +19.0K (+100.0%) | 0.03% +0.020 pp | 0.00% +0.000 pp | USD1.32 -25.8% | 12 qtrs — |
| 67 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 34.9K -3.8K (-9.9%) | 35.3K -18.6K (-34.5%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD0.88 +11.4% | 4 qtrs — |
| 68 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35.7K +35.7K (+100.0%) | 35.0K +35.0K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.000 pp | USD0.98 +0.0% | 38 qtrs — |
| 69 | THRIVENT FINANCIAL FOR LUTHERANS | 34.1K +— (+0.0%) | 34.0K -9.0K (-20.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD3.31 -70.4% | 7 qtrs — |
| 70 | HIGHTOWER ADVISORS, LLC | 32.2K -5.0K (-13.4%) | 31.7K -15.2K (-32.5%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD14.73 -93.3% | 20 qtrs — |
| 71 | COLONY GROUP, LLC | 32.0K +19.8K (+163.4%) | 31.4K -19.8K (-38.6%) | 0.03% +0.017 pp | 0.00% +0.000 pp | USD2.64 -62.9% | 8 qtrs — |
| 72 | CI PRIVATE WEALTH, LLC | 29.8K +29.8K (+100.0%) | 29.3K +29.3K (+100.0%) | 0.03% +0.025 pp | 0.00% +0.000 pp | USD0.98 +0.0% | 13 qtrs — |
| 73 | BNP PARIBAS ARBITRAGE, SNC | 29.3K +1.9K (+7.1%) | 28.8K -5.7K (-16.5%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD2.59 -62.2% | 35 qtrs — |
| 74 | NEW YORK STATE COMMON RETIREMENT FUND | 28.0K +— (+0.0%) | 27.5K -7.8K (-22.0%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD32.07 -96.9% | 35 qtrs — |
| 75 | CITIGROUP INC | 27.5K +16.9K (+159.7%) | 27.0K +13.7K (+102.5%) | 0.02% +0.014 pp | 0.00% +0.000 pp | USD1.07 -8.4% | 33 qtrs — |
| 76 | COMMONWEALTH EQUITY SERVICES, LLC | 26.5K +26.5K (+100.0%) | 26.1K +26.1K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.000 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 77 | FPC INVESTMENT ADVISORY, INC. | 26.5K +— (+0.0%) | 26.0K -7.3K (-22.0%) | 0.02% 0.000 pp | 0.01% -0.006 pp | USD1.65 -40.6% | 5 qtrs — |
| 78 | CAPTRUST FINANCIAL ADVISORS | 25.5K +6.0K (+31.0%) | 25.1K +534.0 (+2.2%) | 0.02% +0.005 pp | 0.00% +0.000 pp | USD0.88 +11.4% | 4 qtrs — |
| 79 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 24.4K -5.3K (-17.7%) | 24.0K -6.0K (-20.0%) | 0.02% -0.005 pp | 0.00% +0.000 pp | USD3.88 -74.7% | 31 qtrs — |
| 80 | CREATIVE PLANNING | 23.9K -2.4K (-9.1%) | 23.5K -9.7K (-29.1%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD1.26 -22.2% | 2 qtrs — |
| 81 | PRUDENTIAL FINANCIAL INC | 23.2K -20.0K (-46.4%) | 22.8K -31.7K (-58.2%) | 0.02% -0.017 pp | 0.00% +0.000 pp | USD2.44 -59.8% | 12 qtrs — |
| 82 | BRONTE CAPITAL MANAGEMENT PTY LTD. | 22.9K +22.9K (+100.0%) | 22.5K +22.5K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.002 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 83 | VOYA INVESTMENT MANAGEMENT LLC | 22.5K +— (+0.0%) | 22.1K -6.2K (-22.0%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD15.52 -93.7% | 34 qtrs — |
| 84 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 20.8K +— (+0.0%) | 20.4K -5.8K (-22.0%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD1.65 -40.6% | 5 qtrs — |
| 85 | QUINN OPPORTUNITY PARTNERS LLC | 20.0K +— (+0.0%) | 19.7K -5.5K (-22.0%) | 0.02% 0.000 pp | 0.00% -0.001 pp | USD1.12 -12.5% | 3 qtrs — |
| 86 | PROSHARE ADVISORS LLC | 19.9K -2.8K (-12.5%) | 19.5K -9.1K (-31.7%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD15.01 -93.5% | 29 qtrs — |
| 87 | NINE MASTS CAPITAL LTD | 19.4K +19.4K (+100.0%) | 19.1K +19.1K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.003 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 88 | PARAMETRICA MANAGEMENT LTD | 18.5K +— (+0.0%) | 18.2K -5.1K (-22.0%) | 0.02% 0.000 pp | 0.03% -0.008 pp | USD28.85 -96.6% | 18 qtrs — |
| 89 | TIAA TRUST, NATIONAL ASSOCIATION | 17.6K +— (+0.0%) | 17.3K -4.9K (-22.0%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD0.79 +24.1% | 4 qtrs — |
| 90 | — | 15.0K +15.0K (+100.0%) | 14.7K +14.7K (+100.0%) | 0.01% +0.013 pp | 0.01% +0.005 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 91 | MARINER, LLC | 14.9K -8.0K (-35.1%) | 14.6K -14.3K (-49.4%) | 0.01% -0.007 pp | 0.00% +0.000 pp | USD1.19 -17.6% | 3 qtrs — |
| 92 | PALLAS CAPITAL ADVISORS LLC | 14.7K -2.1K (-12.4%) | 14.4K -6.7K (-31.7%) | 0.01% -0.002 pp | 0.00% 0.000 pp | USD0.85 +15.3% | 4 qtrs — |
| 93 | PARCION PRIVATE WEALTH LLC | 14.1K -412.0 (-2.8%) | 13.8K -4.4K (-24.2%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD20.28 -95.2% | 24 qtrs — |
| 94 | NEUBERGER BERMAN GROUP LLC | 14.0K +14.0K (+100.0%) | 13.7K +13.7K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD0.98 +0.0% | 1 qtrs NEW |
| 95 | MERCER GLOBAL ADVISORS INC /ADV | 13.9K -2.5K (-15.0%) | 13.7K -7.0K (-33.7%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD1.26 -22.2% | 2 qtrs — |
| 96 | FMR LLC | 12.8K +2.3K (+21.7%) | 12.5K -676.0 (-5.1%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD10.84 -91.0% | 48 qtrs — |
| 97 | NARWHAL CAPITAL MANAGEMENT | 12.7K +— (+0.0%) | 12.5K -3.5K (-22.0%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD1.12 -12.5% | 3 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ROBO Global Healthcare Technology and Innovation ETF HTEC | 0.56% | 277.9K | 0.68% |
| 2 | Invesco NASDAQ Future Gen 200 ETF QQQS | 0.54% | 119.7K | 0.20% |
| 3 | iShares Micro-Cap ETF IWC | 0.08% | 1.17M | 0.60% |
| 4 | iShares Healthcare Innovation UCITS ETF HEAL.L | 0.04% | 460.9K | 0.40% |
| 5 | iShares Ageing Population UCITS ETF AGED.L | 0.03% | 274.7K | 0.40% |
| 6 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.03% | 706.0K | 0.34% |
| 7 | Vanguard Russell 2000 Value ETF VTWV | 0.02% | 234.0K | 0.06% |
| 8 | Vanguard Russell 2000 ETF VTWO | 0.01% | 1.55M | 0.06% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 247.1K | 0.25% |
| 10 | Schwab U.S. Small-Cap ETF SCHA | 0.01% | 1.57M | 0.03% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | TAHL CINDY | Officer | M-Exempt | A | Common Stock | 44,444 | 1.05 | 46.7K | 653,745 | D | ↗ |
| 2026-05-05 | RASTETTER WILLIAM H | Director | M-Exempt | A | Common Stock | 25,000 | 1.69 | 42.3K | 36,331 | D | ↗ |
| 2026-05-05 | EPSTEIN ROBERT S | Director | M-Exempt | A | Common Stock | 25,000 | 1.69 | 42.3K | 36,331 | D | ↗ |
| 2026-04-20 | Redmile Group, LLC | Director / 10% Owner | J-Other | A | Class A Convertible Preferred Stock | 162,013 | 0.00 | — | 2,755,086 | I | ↗ |
| 2026-01-15 | Valamehr Bahram | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 1,300,000 | 1.05 | 1.37M | 1,300,000 | D | ↗ |
| 2026-01-15 | TAHL CINDY | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 487,081 | D | ↗ |
| 2026-01-15 | Adawi Kamal | Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 100,000 | D | ↗ |
| 2026-01-09 | Valamehr Bahram | Director / Officer | S-Sale | D | Common Stock | 5,190 | 1.07 | 5.6K | 329,708 | D | ↗ |
| 2026-01-09 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 10,589 | 1.06 | 11.3K | 387,081 | D | ↗ |
| 2025-10-20 | Adawi Kamal | Officer | A-Award | A | Stock Option (Right to Buy) | 375,000 | 1.54 | 577.5K | 375,000 | D | ↗ |
| 2025-08-04 | Valamehr Bahram | Director / Officer | S-Sale | D | Common Stock | 14,466 | 1.06 | 15.4K | 334,898 | D | ↗ |
| 2025-08-04 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 9,037 | 1.06 | 9.6K | 397,670 | D | ↗ |
| 2025-07-02 | RedCo II Master Fund, L.P. | Director / 10% Owner | — | — | Pre-Funded Warrants to Purchase Common Stock | 3,691,324 | 0.00 | — | 0 | D | ↗ |
| 2025-05-29 | Xu Yuan | Director | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | D | ↗ |
| 2025-05-29 | Redmile Group, LLC | Director / 10% Owner | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | I | ↗ |
| 2025-05-29 | RASTETTER WILLIAM H | Director | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | D | ↗ |
| 2025-05-29 | Mozaffarian Neelufar | Director | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | D | ↗ |
| 2025-05-29 | MENDLEIN JOHN | Director | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | D | ↗ |
| 2025-05-29 | Lee Michael Stewart | Director | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | D | ↗ |
| 2025-05-29 | Jooss Karin | Director | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | D | ↗ |
| 2025-05-29 | EPSTEIN ROBERT S | Director | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | D | ↗ |
| 2025-05-29 | Agarwal Shefali | Director | A-Award | A | Stock Option (Right to Buy) | 55,000 | 1.32 | 72.6K | 55,000 | D | ↗ |
| 2025-05-29 | ABERNETHY MATT | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-16 | Valamehr Bahram | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 1,300,000 | 1.25 | 1.63M | 1,300,000 | D | ↗ |
| 2025-01-15 | TAHL CINDY | Officer | A-Award | A | Common Stock | 70,000 | 0.00 | — | 406,707 | D | ↗ |
| 2025-01-15 | Bressi Jerome Charles | Officer | A-Award | A | Common Stock | 65,000 | 0.00 | — | 335,203 | D | ↗ |
| 2025-01-10 | Valamehr Bahram | Director / Officer | S-Sale | D | Common Stock | 8,705 | 1.54 | 13.4K | 349,364 | D | ↗ |
| 2025-01-10 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 5,654 | 1.55 | 8.8K | 336,707 | D | ↗ |
| 2025-01-10 | Bressi Jerome Charles | Officer | S-Sale | D | Common Stock | 5,980 | 1.55 | 9.3K | 270,203 | D | ↗ |
| 2024-12-20 | Redmile Group, LLC | Director / 10% Owner | J-Other | D | Common Stock | 1,084,936 | 1.68 | 1.82M | 11,743,010 | I | ↗ |
| 2024-12-12 | Redmile Group, LLC | Director / 10% Owner | C-Conversion | D | Class A Convertible Preferred Stock | 6,022 | 0.00 | — | 2,755,086 | I | ↗ |
| 2024-08-14 | Bressi Jerome Charles | Officer | — | D | Stock Option (Right to Buy) | 42,446 | 39.87 | 1.69M | 0 | — | ↗ |
| 2024-08-06 | Xu Yuan | Director | S-Sale | D | Common Stock | 633 | 4.23 | 2.7K | 8,669 | — | ↗ |
| 2024-07-29 | Valamehr Bahram | Officer | A-Award | A | Common Stock | 200,000 | 0.00 | — | 358,069 | — | ↗ |
| 2024-07-29 | TAHL CINDY | Officer | A-Award | A | Common Stock | 200,000 | 0.00 | — | 342,361 | — | ↗ |
| 2024-07-29 | Mozaffarian Neelufar | Director | A-Award | A | Stock Option (Right to Buy) | 80,000 | 5.41 | 432.8K | 80,000 | — | ↗ |
| 2024-06-07 | Xu Yuan | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-06-07 | Redmile Group, LLC | Director / 10% Owner | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-06-07 | RASTETTER WILLIAM H | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-06-07 | MENDLEIN JOHN | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-06-07 | Lee Michael Stewart | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-06-07 | Jooss Karin | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-06-07 | EPSTEIN ROBERT S | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-06-07 | COUGHLIN TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-06-07 | Agarwal Shefali | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 3.68 | 147.2K | 40,000 | — | ↗ |
| 2024-03-21 | Redmile Group, LLC | Director / 10% Owner | A-Award | A | Pre-Funded Warrants to Purchase Common Stock | 3,636,364 | 0.00 | 3.6K | 3,893,674 | — | ↗ |
| 2024-03-04 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 2,447 | 7.77 | 19.0K | 101,479 | — | ↗ |
| 2024-02-01 | Wolchko J Scott | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 500,000 | 6.76 | 3.38M | 500,000 | — | ↗ |
| 2024-02-01 | Valamehr Bahram | Officer | A-Award | A | Stock Option (Right to Buy) | 450,000 | 6.76 | 3.04M | 450,000 | — | ↗ |
| 2024-02-01 | TAHL CINDY | Officer | A-Award | A | Stock Option (Right to Buy) | 425,000 | 6.76 | 2.87M | 425,000 | — | ↗ |
| 2024-02-01 | Dulac Edward J III | Officer | A-Award | A | Stock Option (Right to Buy) | 425,000 | 6.76 | 2.87M | 425,000 | — | ↗ |
| 2024-01-29 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 1,849 | 5.00 | 9.2K | 103,926 | — | ↗ |
| 2024-01-09 | Wolchko J Scott | Director / Officer | S-Sale | D | Common Stock | 14,391 | 4.37 | 62.9K | 371,248 | — | ↗ |
| 2024-01-09 | Valamehr Bahram | Officer | S-Sale | D | Common Stock | 11,271 | 4.38 | 49.4K | 158,069 | — | ↗ |
| 2024-01-09 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 10,874 | 4.37 | 47.5K | 142,361 | — | ↗ |
| 2024-01-09 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 7,028 | 4.37 | 30.7K | 105,775 | — | ↗ |
| 2024-01-02 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 5,182 | 3.66 | 19.0K | 112,803 | — | ↗ |
| 2023-12-26 | Redmile Group, LLC | Director / 10% Owner | P-Purchase | A | Common Stock | 44,630 | 3.72 | 166.0K | 13,180,388 | — | ↗ |
| 2023-12-18 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 1,585 | 3.50 | 5.5K | 117,985 | — | ↗ |
| 2023-11-09 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 24,363 | 2.40 | 58.5K | 153,235 | — | ↗ |
| 2023-08-18 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 4,718 | 2.80 | 13.2K | 119,570 | — | ↗ |
| 2023-08-04 | Xu Yuan | Director | S-Sale | D | Common Stock | 632 | 3.71 | 2.3K | 9,302 | — | ↗ |
| 2023-07-05 | Powl Brian T. | Officer | S-Sale | D | Common Stock | 3,854 | 4.87 | 18.8K | 41,146 | — | ↗ |
| 2023-07-05 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 5,182 | 4.83 | 25.0K | 124,288 | — | ↗ |
| 2023-06-14 | Xu Yuan | Director | S-Sale | D | Common Stock | 3,460 | 5.58 | 19.3K | 9,934 | — | ↗ |
| 2023-06-06 | Xu Yuan | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | Redmile Group, LLC | Director / 10% Owner | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | RASTETTER WILLIAM H | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | MENDLEIN JOHN | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | Lee Michael Stewart | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | Jooss Karin | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | HERSHBERG ROBERT | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | EPSTEIN ROBERT S | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | COUGHLIN TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-06-06 | Agarwal Shefali | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 5.52 | 220.8K | 40,000 | — | ↗ |
| 2023-04-21 | Redmile Group, LLC | Director / 10% Owner | P-Purchase | A | Common Stock | 256,639 | 6.18 | 1.59M | 13,135,758 | — | ↗ |
| 2023-04-20 | Redmile Group, LLC | Director / 10% Owner | P-Purchase | A | Common Stock | 20,000 | 5.99 | 119.8K | 12,879,119 | — | ↗ |
| 2023-04-18 | Chu Yu-Waye | Officer | S-Sale | D | Common Stock | 2,317 | 6.58 | 15.2K | 140,676 | — | ↗ |
| 2023-04-14 | Redmile Group, LLC | Director / 10% Owner | J-Other | A | Pre-Funded Warrants to Purchase Common Stock | 54,960 | 0.00 | 54.96 | 257,310 | — | ↗ |
| 2023-04-13 | Redmile Group, LLC | Director / 10% Owner | C-Conversion | A | Common Stock | 167,205 | 0.00 | 167.21 | 13,135,758 | — | ↗ |
| 2023-02-06 | Wolchko J Scott | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 500,000 | 6.77 | 3.39M | 500,000 | — | ↗ |
| 2023-02-06 | Valamehr Bahram | Officer | A-Award | A | Stock Option (Right to Buy) | 450,000 | 6.77 | 3.05M | 450,000 | — | ↗ |
| 2023-02-06 | TAHL CINDY | Officer | A-Award | A | Stock Option (Right to Buy) | 425,000 | 6.77 | 2.88M | 425,000 | — | ↗ |
| 2023-02-06 | Powl Brian T. | Officer | A-Award | A | Stock Option (Right to Buy) | 425,000 | 6.77 | 2.88M | 425,000 | — | ↗ |
| 2023-02-06 | Dulac Edward J III | Officer | A-Award | A | Stock Option (Right to Buy) | 425,000 | 6.77 | 2.88M | 425,000 | — | ↗ |
| 2023-02-06 | Chu Yu-Waye | Officer | A-Award | A | Stock Option (Right to Buy) | 425,000 | 6.77 | 2.88M | 425,000 | — | ↗ |
| 2023-01-19 | MENDLEIN JOHN | Director | M-Exempt | A | Common Stock | 28,461 | 1.37 | 39.0K | 311,231 | — | ↗ |
| 2023-01-13 | MENDLEIN JOHN | Director | P-Purchase | A | Common Stock | 36,631 | 5.43 | 198.9K | 282,770 | — | ↗ |
| 2023-01-12 | Valamehr Bahram | Officer | M-Exempt | A | Common Stock | 423 | 1.37 | 579.51 | 169,340 | — | ↗ |
| 2023-01-11 | MENDLEIN JOHN | Director | P-Purchase | A | Common Stock | 88,048 | 5.67 | 499.2K | 246,139 | — | ↗ |
| 2023-01-10 | Wolchko J Scott | Officer | S-Sale | D | Common Stock | 45,907 | 5.24 | 240.6K | 385,639 | — | ↗ |
| 2023-01-10 | Valamehr Bahram | Officer | S-Sale | D | Common Stock | 10,917 | 5.24 | 57.2K | 168,917 | — | ↗ |
| 2023-01-10 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 11,553 | 5.24 | 60.5K | 177,598 | — | ↗ |
| 2023-01-10 | Plavsic Mark | Officer | S-Sale | D | Common Stock | 3,418 | 5.24 | 17.9K | 123,705 | — | ↗ |
| 2023-01-10 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 7,331 | 5.24 | 38.4K | 129,470 | — | ↗ |
| 2023-01-10 | Chu Yu-Waye | Officer | S-Sale | D | Common Stock | 7,825 | 5.24 | 41.0K | 143,208 | — | ↗ |
| 2022-08-18 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 4,703 | 29.75 | 139.9K | 137,233 | — | ↗ |
| 2022-07-21 | Wolchko J Scott | Officer | S-Sale | D | Common Stock | 2,923 | 31.33 | 91.6K | 434,869 | — | ↗ |
| 2022-07-07 | Valamehr Bahram | Officer | S-Sale | D | Common Stock | 17,158 | 30.23 | 518.7K | 179,834 | — | ↗ |
| 2022-07-06 | Valamehr Bahram | Officer | M-Exempt | D | Stock Option (Right to Buy) | 2,000 | 4.84 | 9.7K | 8,704 | — | ↗ |
| 2022-07-05 | Plavsic Mark | Officer | S-Sale | D | Common Stock | 3,719 | 24.61 | 91.5K | 127,123 | — | ↗ |
| 2022-06-27 | Powl Brian T. | Officer | A-Award | A | Common Stock | 45,000 | 0.00 | — | 45,000 | — | ↗ |
| 2022-06-09 | Xu Yuan | Director | A-Award | A | Common Stock | 8,650 | 0.00 | — | 13,394 | — | ↗ |
| 2022-06-09 | Redmile Group, LLC | Director / 10% Owner | A-Award | A | Stock Option (Right to Buy) | 11,893 | 23.48 | 279.2K | 11,893 | — | ↗ |
| 2022-06-09 | RASTETTER WILLIAM H | Director | A-Award | A | Common Stock | 8,650 | 0.00 | — | 11,331 | — | ↗ |
| 2022-06-09 | MENDLEIN JOHN | Director | A-Award | A | Stock Option (Right to Buy) | 11,893 | 0.00 | — | 11,893 | — | ↗ |
| 2022-06-09 | Lee Michael Stewart | Director | A-Award | A | Common Stock | 8,650 | 0.00 | — | 11,331 | — | ↗ |
| 2022-06-09 | Jooss Karin | Director | A-Award | A | Common Stock | 8,650 | 0.00 | — | 9,848 | — | ↗ |
| 2022-06-09 | HERSHBERG ROBERT | Director | A-Award | A | Stock Option (Right to Buy) | 11,893 | 0.00 | — | 11,893 | — | ↗ |
| 2022-06-09 | Green Jeremy | Director | A-Award | A | Stock Option (Right to Buy) | 11,893 | 0.00 | — | 11,893 | — | ↗ |
| 2022-06-09 | EPSTEIN ROBERT S | Director | A-Award | A | Common Stock | 8,650 | 0.00 | — | 11,331 | — | ↗ |
| 2022-06-09 | COUGHLIN TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 11,893 | 0.00 | — | 11,893 | — | ↗ |
| 2022-06-09 | Agarwal Shefali | Director | A-Award | A | Common Stock | 8,650 | 0.00 | — | 10,490 | — | ↗ |
| 2022-06-07 | Agarwal Shefali | Director | S-Sale | D | Common Stock | 841 | 21.89 | 18.4K | 1,840 | — | ↗ |
| 2022-06-03 | MENDLEIN JOHN | Director | S-Sale | D | Common Stock | 1,364 | 22.79 | 31.1K | 158,091 | — | ↗ |
| 2022-06-03 | Jooss Karin | Director | S-Sale | D | Common Stock | 1,483 | 22.82 | 33.8K | 1,198 | — | ↗ |
| 2022-06-03 | HERSHBERG ROBERT | Director | S-Sale | D | Common Stock | 672 | 22.75 | 15.3K | 2,009 | — | ↗ |
| 2022-06-03 | COUGHLIN TIMOTHY | Director | S-Sale | D | Common Stock | 1,439 | 22.81 | 32.8K | 57,632 | — | ↗ |
| 2022-06-03 | Agarwal Shefali | Director | S-Sale | D | Common Stock | 807 | 22.80 | 18.4K | 1,874 | — | ↗ |
| 2022-06-01 | TAHL CINDY | Officer | M-Exempt | A | Common Stock | 25,000 | 6.55 | 163.8K | 214,151 | — | ↗ |
| 2022-04-21 | Wolchko J Scott | Officer | S-Sale | D | Common Stock | 9,162 | 34.54 | 316.5K | 432,384 | — | ↗ |
| 2022-04-19 | Chu Yu-Waye | Officer | S-Sale | D | Common Stock | 4,062 | 35.37 | 143.7K | 151,033 | — | ↗ |
| 2022-04-01 | TAHL CINDY | Officer | M-Exempt | A | Common Stock | 5,567 | 6.55 | 36.5K | 214,151 | — | ↗ |
| 2022-03-14 | Valamehr Bahram | Officer | M-Exempt | D | Stock Option (Right to Buy) | 25,000 | 2.73 | 68.3K | 36,156 | — | ↗ |
| 2022-03-10 | MENDLEIN JOHN | Director | M-Exempt | A | Common Stock | 31,562 | 1.63 | 51.4K | 191,017 | — | ↗ |
| 2022-01-25 | Wolchko J Scott | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 289,403 | 39.87 | 11.54M | 289,403 | — | ↗ |
| 2022-01-25 | Valamehr Bahram | Officer | A-Award | A | Common Stock | 33,302 | 0.00 | — | 179,834 | — | ↗ |
| 2022-01-25 | TAHL CINDY | Officer | A-Award | A | Stock Option (Right to Buy) | 53,058 | 39.87 | 2.12M | 53,058 | — | ↗ |
| 2022-01-25 | Plavsic Mark | Officer | A-Award | A | Stock Option (Right to Buy) | 53,058 | 39.87 | 2.12M | 53,058 | — | ↗ |
| 2022-01-25 | Dulac Edward J III | Officer | A-Award | A | Stock Option (Right to Buy) | 53,058 | 39.87 | 2.12M | 53,058 | — | ↗ |
| 2022-01-25 | Chu Yu-Waye | Officer | A-Award | A | Stock Option (Right to Buy) | 53,058 | 39.87 | 2.12M | 53,058 | — | ↗ |
| 2022-01-21 | Wolchko J Scott | Director / Officer | S-Sale | D | Common Stock | 10,000 | 38.02 | 380.2K | 431,546 | — | ↗ |
| 2022-01-20 | Wolchko J Scott | Director / Officer | M-Exempt | A | Common Stock | 30,000 | 2.73 | 81.9K | 461,546 | — | ↗ |
| 2022-01-11 | Wolchko J Scott | Director / Officer | S-Sale | D | Common Stock | 4,519 | 49.07 | 221.7K | 431,546 | — | ↗ |
| 2022-01-11 | Valamehr Bahram | Officer | S-Sale | D | Common Stock | 4,152 | 48.44 | 201.1K | 146,950 | — | ↗ |
| 2022-01-11 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 4,883 | 48.46 | 236.6K | 156,385 | — | ↗ |
| 2022-01-11 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 390 | 49.16 | 19.2K | 108,634 | — | ↗ |
| 2022-01-11 | Chu Yu-Waye | Officer | S-Sale | D | Common Stock | 418 | 49.10 | 20.5K | 121,793 | — | ↗ |
| 2022-01-10 | Wolchko J Scott | Director / Officer | S-Sale | D | Common Stock | 13,161 | 46.36 | 610.1K | 467,107 | — | ↗ |
| 2022-01-10 | Valamehr Bahram | Officer | S-Sale | D | Common Stock | 5,245 | 46.33 | 243.0K | 151,453 | — | ↗ |
| 2022-01-10 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 7,095 | 46.37 | 329.0K | 161,911 | — | ↗ |
| 2022-01-03 | TAHL CINDY | Officer | M-Exempt | D | Stock Option (Right to Buy) | 50,000 | 6.55 | 327.5K | 66,643 | — | ↗ |
| 2021-12-20 | Dulac Edward J III | Officer | M-Exempt | D | Stock Option (Right to Buy) | 14,437 | 35.52 | 512.8K | 128,238 | — | ↗ |
| 2021-12-13 | Valamehr Bahram | Officer | M-Exempt | A | Common Stock | 25,000 | 2.73 | 68.3K | 181,698 | — | ↗ |
| 2021-12-10 | Chu Yu-Waye | Officer | S-Sale | D | Common Stock | 1,031 | 53.66 | 55.3K | 126,363 | — | ↗ |
| 2021-11-19 | Wolchko J Scott | Director / Officer | A-Award | A | Common Stock | 86,475 | 0.00 | — | 480,268 | — | ↗ |
| 2021-11-19 | Valamehr Bahram | Officer | A-Award | A | Common Stock | 60,958 | 0.00 | — | 156,698 | — | ↗ |
| 2021-11-19 | TAHL CINDY | Officer | A-Award | A | Common Stock | 60,958 | 0.00 | — | 169,006 | — | ↗ |
| 2021-11-19 | Plavsic Mark | Officer | A-Award | A | Common Stock | 59,540 | 0.00 | — | 97,540 | — | ↗ |
| 2021-11-19 | Dulac Edward J III | Officer | A-Award | A | Common Stock | 59,540 | 0.00 | — | 111,944 | — | ↗ |
| 2021-11-19 | Chu Yu-Waye | Officer | A-Award | A | Common Stock | 60,958 | 0.00 | — | 125,758 | — | ↗ |
| 2021-11-18 | Wolchko J Scott | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 2.70 | 54.0K | 413,793 | — | ↗ |
| 2021-10-22 | Wolchko J Scott | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 4,846 | 4.84 | 23.4K | 0 | — | ↗ |
| 2021-10-21 | Wolchko J Scott | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 30,000 | 2.73 | 81.9K | 60,000 | — | ↗ |
| 2021-10-01 | TAHL CINDY | Officer | M-Exempt | A | Common Stock | 50,000 | 6.55 | 327.5K | 158,048 | — | ↗ |
| 2021-09-28 | Dulac Edward J III | Officer | M-Exempt | D | Stock Option (Right to Buy) | 17,325 | 35.52 | 615.4K | 142,675 | — | ↗ |
| 2021-09-13 | Valamehr Bahram | Officer | S-Sale | D | Common Stock | 8,391 | 66.84 | 560.9K | 96,540 | — | ↗ |
| 2021-08-19 | Wolchko J Scott | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 4.84 | 96.7K | 413,793 | — | ↗ |
| 2021-08-19 | Dulac Edward J III | Officer | S-Sale | D | Common Stock | 1,937 | 87.90 | 170.3K | 56,076 | — | ↗ |
| 2021-08-03 | Xu Yuan | Director | A-Award | A | Stock Option (Right to Buy) | 7,501 | 83.25 | 624.5K | 7,501 | — | ↗ |
| 2021-07-23 | Wolchko J Scott | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 2.73 | 27.3K | 403,793 | — | ↗ |
| 2021-07-22 | Wolchko J Scott | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 30,000 | 2.73 | 81.9K | 100,000 | — | ↗ |
| 2021-07-01 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 432 | 92.26 | 39.9K | 160,373 | — | ↗ |
| 2021-06-14 | Valamehr Bahram | Officer | M-Exempt | A | Common Stock | 16,156 | 2.90 | 46.9K | 111,896 | — | ↗ |
| 2021-06-14 | Plavsic Mark | Officer | A-Award | A | Stock Option (Right to Buy) | 18,500 | 89.97 | 1.66M | 18,500 | — | ↗ |
| 2021-06-02 | Redmile Group, LLC | Director / 10% Owner | A-Award | A | Stock Option (Right to Buy) | 4,334 | 68.94 | 298.8K | 4,334 | — | ↗ |
| 2021-06-02 | RASTETTER WILLIAM H | Director | A-Award | A | Common Stock | 2,681 | 0.00 | — | 2,681 | — | ↗ |
| 2021-06-02 | MENDLEIN JOHN | Director | A-Award | A | Stock Option (Right to Buy) | 4,334 | 68.94 | 298.8K | 4,334 | — | ↗ |
| 2021-06-02 | Lee Michael Stewart | Director | A-Award | A | Common Stock | 2,681 | 0.00 | — | 2,681 | — | ↗ |
| 2021-06-02 | Jooss Karin | Director | A-Award | A | Stock Option (Right to Buy) | 4,334 | 68.94 | 298.8K | 4,334 | — | ↗ |
| 2021-06-02 | HERSHBERG ROBERT | Director | A-Award | A | Common Stock | 2,681 | 0.00 | — | 2,681 | — | ↗ |
| 2021-06-02 | EPSTEIN ROBERT S | Director | A-Award | A | Common Stock | 2,681 | 0.00 | — | 2,681 | — | ↗ |
| 2021-06-02 | COUGHLIN TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 4,334 | 68.94 | 298.8K | 4,334 | — | ↗ |
| 2021-06-02 | Agarwal Shefali | Director | A-Award | A | Stock Option (Right to Buy) | 4,334 | 68.94 | 298.8K | 4,334 | — | ↗ |
| 2021-05-20 | Wolchko J Scott | Director / Officer | S-Sale | D | Common stock | 20,000 | 77.16 | 1.54M | 393,793 | — | ↗ |
| 2021-04-23 | Wolchko J Scott | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 2.73 | 27.3K | 130,000 | — | ↗ |
| 2021-04-22 | Wolchko J Scott | Director / Officer | S-Sale | D | Common stock | 30,000 | 85.54 | 2.57M | 393,793 | — | ↗ |
| 2021-04-16 | Chu Yu-Waye | Officer | S-Sale | D | Common stock | 875 | 81.80 | 71.6K | 67,200 | — | ↗ |
| 2021-04-01 | TAHL CINDY | Officer | S-Sale | D | Common Stock | 3,490 | 83.40 | 291.1K | 120,782 | — | ↗ |
| 2021-03-24 | Chu Yu-Waye | Officer | — | D | Common Stock | 0 | 0.00 | — | 68,075 | — | ↗ |
| 2021-03-15 | Valamehr Bahram | Officer | S-Sale | D | Common Stock | 8,404 | 92.64 | 778.6K | 99,963 | — | ↗ |
| 2021-03-08 | Shoemaker Daniel D | Officer | S-Sale | D | Common stock | 2,993 | 81.60 | 244.2K | 81,928 | — | ↗ |
| 2021-02-18 | Wolchko J Scott | Director / Officer | M-Exempt | A | Common stock | 20,000 | 6.62 | 132.4K | 413,793 | — | ↗ |
| 2021-01-22 | Wolchko J Scott | Director / Officer | S-Sale | D | Common stock | 12,767 | 97.23 | 1.24M | 411,026 | — | ↗ |
| 2021-01-21 | Wolchko J Scott | Director / Officer | S-Sale | D | Common stock | 3,895 | 103.23 | 402.1K | 408,065 | — | ↗ |
| 2021-01-20 | Wolchko J Scott | Director / Officer | A-Award | A | Stock Option (right to buy) | 16,441 | 109.01 | 1.79M | 16,441 | — | ↗ |
| 2021-01-20 | Valamehr Bahram | Officer | A-Award | A | Common stock | 18,013 | 0.00 | — | 95,740 | — | ↗ |
| 2021-01-20 | TAHL CINDY | Officer | A-Award | A | Stock Option (right to buy) | 6,851 | 109.01 | 746.8K | 6,851 | — | ↗ |
| 2021-01-20 | Shoemaker Daniel D | Officer | A-Award | A | Stock Option (right to buy) | 5,481 | 109.01 | 597.5K | 5,481 | — | ↗ |
| 2021-01-20 | Dulac Edward J III | Officer | A-Award | A | Stock Option (right to buy) | 6,851 | 109.01 | 746.8K | 6,851 | — | ↗ |
| 2021-01-19 | TAHL CINDY | Officer | S-Sale | D | Common stock | 14,944 | 115.09 | 1.72M | 94,256 | — | ↗ |
| 2021-01-11 | Wolchko J Scott | Director / Officer | S-Sale | D | Common stock | 2,300 | 109.65 | 252.2K | 350,562 | — | ↗ |
| 2021-01-11 | Valamehr Bahram | Officer | S-Sale | D | Common stock | 1,332 | 111.62 | 148.7K | 79,649 | — | ↗ |
| 2021-01-11 | TAHL CINDY | Officer | S-Sale | D | Common stock | 872 | 109.65 | 95.6K | 90,035 | — | ↗ |
| 2021-01-11 | Shoemaker Daniel D | Officer | S-Sale | D | Common stock | 1,050 | 110.76 | 116.3K | 84,480 | — | ↗ |
| 2021-01-08 | Wolchko J Scott | Director / Officer | S-Sale | D | Common stock | 26,904 | 117.60 | 3.16M | 393,065 | — | ↗ |
| 2021-01-08 | Valamehr Bahram | Officer | S-Sale | D | Common stock | 2,451 | 117.15 | 287.1K | 82,004 | — | ↗ |
| 2021-01-08 | TAHL CINDY | Officer | S-Sale | D | Common stock | 151 | 114.76 | 17.3K | 93,289 | — | ↗ |
| 2021-01-08 | Shoemaker Daniel D | Officer | S-Sale | D | Common stock | 2,755 | 117.60 | 324.0K | 90,336 | — | ↗ |
| 2021-01-08 | Redmile Group, LLC | Director / 10% Owner | P-Purchase | A | Common Stock | 327,485 | 85.50 | 28.00M | 12,957,222 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Bahram Valamehr, Ph.D., MBA President, Chief Executive Officer and Director | 600.0K | — | — | 1.28M | 360.0K | 4.7K | 2.25M | 57.10% | ↗ |
| 2 | 2025 | Cindy R. Tahl, J.D. Chief Legal & Compliance Officer and Corporate Secretary | 520.0K | — | 92.4K | 286.9K | 208.0K | 4.7K | 1.11M | 34.11% | ↗ |
| 3 | 2025 | Kamal Adawi, M.S., MBA Chief Financial Officer and Treasurer | 99.0K | — | 115.5K | 456.0K | 39.6K | 4.7K | 714.8K | 79.95% | ↗ |
| 4 | 2024 | J. Scott Wolchko President, Chief Executive Officer, Chief Financial Officer and Director | 675.0K | 405.0K | 34.3K | 3.06M | — | 4.6K | 4.18M | 74.02% | ↗ |
| 5 | 2024 | Bahram Valamehr, Ph.D., MBA President, Chief Executive Officer and Director | 525.0K | 147.0K | 541.0K | 2.37M | — | 4.6K | 3.58M | 81.12% | ↗ |
| 6 | 2024 | Bahram Valamehr, Ph.D. Chief Research and Development Officer | 525.0K | 147.0K | 541.0K | 2.37M | — | 4.6K | 3.58M | 81.12% | ↗ |
| 7 | 2024 | Cindy R. Tahl, J.D. Chief Legal & Compliance Officer and Corporate Secretary | 500.0K | 140.0K | 541.0K | 2.24M | — | 4.6K | 3.42M | 81.16% | ↗ |
| 8 | 2024 | Cindy R. Tahl, J.D. Chief Legal Compliance Officer and Corporate Secretary | 500.0K | 140.0K | 541.0K | 2.24M | — | 4.6K | 3.42M | 81.16% | ↗ |
| 9 | 2023 | J. Scott Wolchko President, Chief Executive Officer and Director | 645.0K | — | — | 2.60M | 270.9K | 4.5K | 3.52M | 73.87% | ↗ |
| 10 | 2023 | J. Scott Wolchko President, Chief Executive Officer, Chief Financial Officer and Director | 645.0K | — | — | 2.60M | 270.9K | 4.5K | 3.52M | 73.87% | ↗ |
| 11 | 2023 | Bahram Valamehr, Ph.D. Chief Research and Development Officer | 500.0K | — | — | 2.34M | 140.0K | 4.5K | 2.99M | 78.42% | ↗ |
| 12 | 2023 | Cindy R. Tahl, J.D. Chief Legal Compliance Officer and Corporate Secretary | 475.0K | — | — | 2.21M | 133.0K | 4.5K | 2.82M | 78.31% | ↗ |
| 13 | 2023 | Edward J. Dulac III Chief Financial Officer | 475.0K | — | — | 2.21M | 133.0K | 4.5K | 2.82M | 78.31% | ↗ |
| 14 | 2023 | Cindy R. Tahl, J.D. General Counsel and Corporate Secretary | 475.0K | — | — | 2.21M | 133.0K | 4.5K | 2.82M | 78.31% | ↗ |
| 15 | 2022 | J. Scott Wolchko President, Chief Executive Officer and Director | 645.0K | — | — | 7.50M | — | — | 8.15M | 92.08% | ↗ |
| 16 | 2022 | Mark Plavsic, Ph.D. Chief Technology Officer | 455.0K | — | 1.33M | 1.38M | 109.2K | — | 3.27M | 82.73% | ↗ |
| 17 | 2022 | Yu-Waye Chu, M.D. Chief Medical Officer | 455.0K | — | 1.33M | 1.38M | — | — | 3.16M | 85.59% | ↗ |
| 18 | 2022 | Bahram Valamehr, Ph.D. Chief Research and Development Officer | 455.0K | — | 1.33M | 1.38M | — | — | 3.16M | 85.59% | ↗ |
| 19 | 2022 | Edward J. Dulac III Chief Financial Officer | 455.0K | — | 1.33M | 1.38M | — | — | 3.16M | 85.59% | ↗ |
| 20 | 2022 | Cindy R. Tahl, J.D. General Counsel and Corporate Secretary | 455.0K | — | 1.33M | 1.38M | — | — | 3.16M | 85.59% | ↗ |
| 21 | 2021 | J. Scott Wolchko President, Chief Executive Officer and Director | 610.0K | — | 9.55M | 1.20M | 366.0K | — | 11.73M | 91.68% | ↗ |
| 22 | 2021 | Mark Plavsic, Ph.D. Chief Technology Officer | 230.1K | — | 6.92M | 993.4K | 92.1K | 148.0K | 8.38M | 94.39% | ↗ |
| 23 | 2021 | Yu-Waye Chu, M.D. Chief Medical Officer | 430.0K | — | 5.38M | 500.0K | 172.0K | — | 6.48M | 90.71% | ↗ |
| 24 | 2021 | Cindy R. Tahl, J.D. General Counsel and Corporate Secretary | 430.0K | — | 5.38M | 500.0K | 172.0K | — | 6.48M | 90.71% | ↗ |
| 25 | 2021 | Yu-Waye Chu, M.D. Chief Medical Officer | 430.0K | — | 5.38M | 500.0K | 172.0K | — | 6.48M | 90.71% | ↗ |
| 26 | 2021 | Bahram Valamehr, Ph.D. Chief Research and Development Officer | 430.0K | — | 5.38M | 500.0K | 172.0K | — | 6.48M | 90.71% | ↗ |
| 27 | 2021 | Edward J. Dulac III Chief Financial Officer | 420.0K | — | 5.30M | 500.0K | 168.0K | — | 6.38M | 90.79% | ↗ |
| 28 | 2020 | Edward J. Dulac III Chief Financial Officer | 142.5K | 137.9K | 1.42M | 3.79M | 75.8K | 120.0K | 5.68M | 91.62% | ↗ |
| 29 | 2020 | Edward J. Dulac III Chief Financial Officer | 142.5K | 137.9K | 1.42M | 3.79M | 75.8K | 120.0K | 5.68M | 91.62% | ↗ |
| 30 | 2020 | J. Scott Wolchko President, Chief Executive Officer and Director | 570.0K | — | 1.45M | 3.22M | 356.3K | — | 5.60M | 83.46% | ↗ |
| 31 | 2020 | Cindy R. Tahl, J.D. General Counsel and Corporate Secretary | 390.0K | — | 549.8K | 1.32M | 195.0K | — | 2.46M | 76.21% | ↗ |
| 32 | 2020 | Bahram Valamehr, Ph.D. Chief Research and Development Officer | 390.0K | — | 549.8K | 1.32M | 195.0K | — | 2.46M | 76.21% | ↗ |
| 33 | 2020 | Daniel D. Shoemaker, Ph.D. Chief Scientific Officer | 390.0K | — | 549.8K | 1.32M | 195.0K | — | 2.46M | 76.21% | ↗ |
| 34 | 2019 | J. Scott Wolchko President, Chief Executive Officer and Director | 540.0K | — | 4.14M | 5.73M | 310.5K | — | 10.72M | 92.07% | ↗ |
| 35 | 2019 | Daniel D. Shoemaker, Ph.D. Chief Scientific Officer | 375.0K | — | 744.8K | 1.55M | 150.9K | — | 2.82M | 81.34% | ↗ |
| 36 | 2019 | Bahram Valamehr, Ph.D. Chief Development Officer | 375.0K | — | 744.8K | 1.55M | 150.9K | — | 2.82M | 81.34% | ↗ |
| 37 | 2019 | Daniel D. Shoemaker, Ph.D. Chief Scientific Officer | 375.0K | — | 744.8K | 1.55M | 150.9K | — | 2.82M | 81.34% | ↗ |
| 38 | 2019 | Bahram Valamehr, Ph.D. Chief Research and Development Officer | 375.0K | — | 744.8K | 1.55M | 150.9K | — | 2.82M | 81.34% | ↗ |
| 39 | 2019 | Cindy R. Tahl, J.D. General Counsel and Corporate Secretary | 375.0K | — | 744.8K | 1.55M | 150.9K | — | 2.82M | 81.34% | ↗ |
| 40 | 2018 | J. Scott Wolchko, President, Chief Executive Officer and Director | 516.0K | — | — | 2.76M | 258.0K | — | 3.53M | 78.08% | ↗ |
| 41 | 2018 | J. Scott Wolchko President, Chief Executive Officer and Director | 516.0K | — | — | 2.76M | 258.0K | — | 3.53M | 78.08% | ↗ |
| 42 | 2018 | Bahram Valamehr, Ph.D. Chief Research and Development Officer | 321.9K | — | — | 2.14M | 117.3K | — | 2.58M | 82.96% | ↗ |
| 43 | 2018 | Bahram Valamehr, Ph.D. Chief Development Officer | 321.9K | — | — | 2.14M | 117.3K | — | 2.58M | 82.96% | ↗ |
| 44 | 2018 | Bahram Valamehr, Ph.D., | 321.9K | — | — | 2.14M | 117.3K | — | 2.58M | 82.96% | ↗ |
| 45 | 2018 | Cindy R. Tahl, J.D. General Counsel and Corporate Secretary | 350.0K | — | — | 906.5K | 122.5K | — | 1.38M | 65.74% | ↗ |
| 46 | 2018 | Cindy R. Tahl, J.D. General Counsel and Corporate Secretary | 350.0K | — | — | 906.5K | 122.5K | — | 1.38M | 65.74% | ↗ |
| 47 | 2018 | Daniel D. Shoemaker, Ph.D., Chief Scientific Officer | 365.0K | — | — | 842.3K | 127.8K | — | 1.34M | 63.09% | ↗ |
| 48 | 2018 | Daniel D. Shoemaker, Ph.D. Chief Scientific Officer | 365.0K | — | — | 842.3K | 127.8K | — | 1.34M | 63.09% | ↗ |
| 49 | 2017 | J. Scott Wolchko, President, Chief Executive Officer and Director | 480.0K | — | — | 668.8K | 156.0K | — | 1.30M | 51.26% | ↗ |
| 50 | 2017 | J. Scott Wolchko President, Chief Executive Officer and Director | 480.0K | — | — | 668.8K | 156.0K | — | 1.30M | 51.26% | ↗ |
| 51 | 2017 | Christopher Storgard, M.D, | 385.0K | — | — | 365.6K | 87.6K | — | 838.2K | 43.62% | ↗ |
| 52 | 2017 | Daniel D. Shoemaker, Ph.D., Chief Scientific Officer | 352.5K | — | — | 365.6K | 80.2K | — | 798.3K | 45.80% | ↗ |
| 53 | 2016 | J. Scott Wolchko, President, Chief Executive Officer and Director | 425.0K | — | — | 558.7K | 138.1K | — | 1.12M | 49.80% | ↗ |
| 54 | 2016 | Stewart Abbot, Ph.D., Chief Development Officer | 340.0K | — | — | 295.8K | 77.4K | 23.4K | 736.6K | 40.16% | ↗ |
| 55 | 2016 | Daniel D. Shoemaker, Ph.D., Chief Scientific Officer | 340.0K | — | — | 295.8K | 77.4K | — | 713.2K | 41.48% | ↗ |
| 56 | 2015 | J. Scott Wolchko, President, Chief Executive Officer and Director | 351.8K | — | 451.3K | 238.7K | 54.9K | — | 1.10M | 62.92% | ↗ |
| 57 | 2015 | Stewart Abbot, Ph.D., Chief Development Officer | 145.3K | — | 206.8K | 567.2K | 20.8K | 80.0K | 1.02M | 75.88% | ↗ |
| 58 | 2015 | Daniel D. Shoemaker, Ph.D., Chief Scientific Officer | 317.6K | — | 350.0K | 238.7K | 50.6K | — | 956.8K | 61.53% | ↗ |
| 59 | 2015 | Christian Weyer, M.D., M.A.S., Former President, Chief Executive Officer and Director | 366.0K | — | — | 341.0K | — | — | 707.0K | 48.23% | ↗ |
| 60 | 2014 | Christian Weyer, M.D., M.A.S., Former President, Chief Executive Officer and Director | 350.0K | — | 26.3K | 510.1K | 78.8K | — | 965.1K | 55.57% | ↗ |
| 61 | 2014 | Christian Weyer, M.D., M.A.S., President, Chief Executive Officer | 350.0K | — | 26.3K | 510.1K | 78.8K | — | 965.1K | 55.57% | ↗ |
| 62 | 2014 | Pratik S. Multani, M.D., M.S., Chief Medical Officer | 325.0K | — | 14.6K | 433.6K | 43.9K | — | 817.1K | 54.85% | ↗ |
| 63 | 2014 | J. Scott Wolchko, Chief Financial Officer and Chief | 310.0K | — | 14.0K | 433.6K | 41.9K | — | 799.4K | 55.98% | ↗ |
| 64 | 2014 | J. Scott Wolchko, President, Chief Executive Officer and Director | 310.0K | — | 14.0K | 433.6K | 41.9K | — | 799.4K | 55.98% | ↗ |
| 65 | 2014 | Daniel D. Shoemaker, Ph.D., Chief Scientific Officer | 265.0K | — | 11.9K | 433.6K | 48.5K | — | 759.0K | 58.69% | ↗ |
| 66 | 2014 | Stewart Abbot, Ph.D., Chief Development Officer | — | — | — | — | — | — | — | — | ↗ |
| 67 | 2013 | Pratik S. Multani, M.D., M.S. Chief Medical Officer | 318.0K | — | — | 145.2K | 66.8K | — | 530.0K | 27.40% | ↗ |
| 68 | 2013 | Pratik S. Multani, M.D., M.S., Chief Medical Officer | 318.0K | — | — | 145.2K | 66.8K | — | 530.0K | 27.40% | ↗ |
| 69 | 2013 | Christian Weyer, M.D., M.A.S., President, Chief Executive Officer | 350.0K | — | — | — | 153.1K | — | 503.1K | 0.00% | ↗ |
| 70 | 2013 | Christian Weyer, M.D., M.A.S. President, Chief Executive | 350.0K | — | — | — | 153.1K | — | 503.1K | 0.00% | ↗ |
| 71 | 2013 | J. Scott Wolchko Chief Financial Officer and | 256.0K | — | — | 145.2K | 64.5K | — | 465.7K | 31.18% | ↗ |
| 72 | 2013 | J. Scott Wolchko, Chief Financial Officer and Chief | 256.0K | — | — | 145.2K | 64.5K | — | 465.7K | 31.18% | ↗ |
| 73 | 2012 | Christian Weyer, M.D., M.A.S. President, Chief Executive | 74.0K | — | — | 677.5K | — | — | 751.5K | 90.15% | ↗ |
| 74 | 2012 | Pratik S. Multani, M.D., M.S. Chief Medical Officer | 313.0K | — | — | 102.3K | — | — | 415.3K | 24.64% | ↗ |
| 75 | 2012 | J. Scott Wolchko Chief Financial Officer and | 241.0K | — | — | 96.1K | — | — | 337.1K | 28.51% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Bahram Valamehr | President, Chief Executive Officer & Director | 964.7K | — |
| Cindy R. Tahl | Chief Legal & Compliance Officer and Corporate Secretary | 732.7K | female |
| Kamal Adawi | CFO & Treasurer | 542.0K | male |
| Martin Hosking | Head of Research | — | — |
| Ryan Douglas | Senior Director of Investor Relations & Business Development | — | male |
| Tunde Babalola | Senior Vice President of Technical Operations & Quality | — | — |
| Andrew Henry | Senior Vice President of Clinical Operations | — | male |
| Yu Cai | Head of Intellectual Property & Assistant General Counsel | — | — |
| Jessica Francis | Senior Vice President of Human Resources & Operations | — | female |
| Kate Duvall | Corporate Controller | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-01-31 | 2023-02-24 | Daniel Goldman | NY10 | — | Sale | $1,001 - $15,000 | ↗ |
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Community Opinion for FATE
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Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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