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ImmunityBio, Inc. (IBRX)

USD7.86 +0.07 (+0.90%)
US NASDAQ Healthcare Biotechnology
Address 3530 John Hopkins Court 92121
San Diego, CA, US
CEO Richard Gerald Adcock
IPO 2015-07-28
CIK 1326110 ISIN US45256X1037

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Description

ImmunityBio, Inc. is a clinical-stage biotechnology firm, founded in 2014 and based in San Diego, California. The company is focused on developing groundbreaking therapies and vaccines designed to treat a wide array of cancers and infectious diseases. Its innovative approach relies on a comprehensive suite of immunotherapy and cell therapy platforms. These advanced technologies include novel antibody-cytokine fusion proteins, synthetically engineered immunomodulators, cutting-edge vaccine technologies, natural killer (NK) cell therapies, and strategies that harness the adaptive (T-cell) immune system. ImmunityBio currently has several therapeutic candidates in advanced clinical development, with agents undergoing Phase II or III trials. These investigational treatments are aimed at various liquid and solid tumors, such as bladder, pancreatic, and lung cancers, as well as significant infectious pathogens including SARS-CoV-2 and HIV. The company actively engages in strategic partnerships, holding collaboration agreements with esteemed organizations like the National Cancer Institute, the National Institute of Deafness and Communication Disorders, and Amyris, Inc. Additionally, ImmunityBio has secured licensing agreements with numerous entities, including CytRx Corporation, EnGeneIC Pty Limited, GlobeImmune, Inc., Infectious Disease Research Institute, Sanford Health, Shenzhen Beike Biotechnology Co. Ltd., Sorrento Therapeutics, Inc., and Viracta Therapeutics, Inc.

News Sentiment (7d)
50 Neutral

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
IB NK 2021-01-19 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD7.86 +0.07 (+0.90%)
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Volume Profile
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Liquidity & share structure
Average Volume
14M
Beta
0.10
Float Shares
113.84M
Free Float %
10.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.70% +3.71% +11.40% +22.51% +293.69% +309.60% +243.64% +255.70% -46.61% +19.79% -76.59%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
7.86
Low 12.00 +52.7%
Consensus 13.00 +65.4%
Median 12.00 +52.7%
High 15.00 +90.8%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
12.00
+52.7%
Last Quarter 3
13.00
+65.4%
Last Year 4
11.50
+46.3%
All Time 6
10.00
+27.2%
Quality scores
Altman Z-Score
-6.19
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
    +668.3% Q1'26: +167.6% (vs Q1'25)
  • EPS growth Biotechnology: +29.7%
    +38.7% Q1'26: -313.3% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
    -347.9% Q1'26: -174.5% (vs Q1'25)
  • EBIT margin Biotechnology: +0.0%
    -211.0% Q1'26: -157.9% (vs Q1'25)
  • ROIC Biotechnology: -16.1%
    -176.2% Q1'26: +222.6% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +31.3% Q1'26: +20.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -3.93× Q1'26: -4.30× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.07) × ERP
WACC = 90% × Ke + 10% × Kd (12.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 7.86
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
3 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
236.0K
est: 850.7K (-72.3%)
44.0K
est: 88.0K (-50.0%)
45.0K
est: 41.0K (+9.8%)
47.0K
est: 44.0K (+6.8%)
43.0K
est: 100.0K (-57.0%)
605.0K
est: 105.0K (+476.2%)
934.0K
est: 569.0K (+64.1%)
240.0K
est: 192.0K (+25.0%)
622.0K
est: 302.0K (+106.0%)
14.75M
est: 21.23M (-30.5%)
113.29M
est: 113.30M (0.0%)
219.11M
214.07M – 224.13M
+93.4% YoY
518.37M
337.84M – 698.91M
+136.6% YoY
1.20B
822.54M – 1.56B
+131.2% YoY
2.22B
1.52B – 2.90B
+85.3% YoY
3.74B
2.56B – 4.87B
+68.3% YoY
EBITDA
-235.71M
est: -850.7K (-27,608.3%)
-117.71M
est: -88.0K (-133,659.1%)
-90.73M
est: -41.0K (-221,197.6%)
-86.74M
est: -44.0K (-197,038.6%)
-56.86M
est: -100.0K (-56,755.0%)
-204.22M
est: -105.0K (-194,395.2%)
-320.75M
est: -569.0K (-56,271.2%)
-351.88M
est: -192.0K (-183,171.4%)
-478.66M
est: -302.0K (-158,397.7%)
-264.43M
est: -21.23M (-1,145.9%)
-223.56M
est: -113.30M (-97.3%)
-219.11M
-224.13M – -214.07M
-93.4% YoY
-518.37M
-698.91M – -337.84M
-136.6% YoY
-1.20B
-1.56B – -822.54M
-131.2% YoY
-2.22B
-2.90B – -1.52B
-85.3% YoY
-3.74B
-4.87B – -2.56B
-68.3% YoY
EBIT
-237.18M
est: -850.7K (-27,781.3%)
-121.32M
est: -88.0K (-137,758.0%)
-96.30M
est: -41.0K (-234,773.2%)
-96.30M
est: -44.0K (-218,754.5%)
-65.87M
est: -100.0K (-65,767.0%)
-216.96M
est: -105.0K (-206,527.6%)
-334.99M
est: -569.0K (-58,773.5%)
-370.14M
est: -192.0K (-192,681.8%)
-497.18M
est: -302.0K (-164,527.5%)
-281.99M
est: -21.23M (-1,228.6%)
-239.08M
est: -113.30M (-111.0%)
-219.11M
-224.13M – -214.07M
-93.4% YoY
-518.37M
-698.91M – -337.84M
-136.6% YoY
-1.20B
-1.56B – -822.54M
-131.2% YoY
-2.22B
-2.90B – -1.52B
-85.3% YoY
-3.74B
-4.87B – -2.56B
-68.3% YoY
Net Income
-236.88M
est: -1.31B (+81.9%)
-120.81M
est: -1.13B (+89.4%)
-96.42M
est: -854.54M (+88.7%)
-96.23M
est: -923.36M (+89.6%)
-65.79M
est: -518.33M (+87.3%)
-221.85M
est: -539.34M (+58.9%)
-346.79M
est: -945.60M (+63.3%)
-416.57M
est: -700.44M (+40.5%)
-583.20M
est: -600.96M (+3.0%)
-413.56M
est: -731.89M (+43.5%)
-351.40M
est: -355.07M (+1.0%)
-559.37M
-577.42M – -541.32M
-57.5% YoY
-47.77M
-76.44M – -19.11M
+91.5% YoY
447.67M
415.70M – 479.64M
+1,037.1% YoY
1.02B
604.68M – 1.42B
+128.1% YoY
1.82B
1.08B – 2.54B
+78.1% YoY
SGA
226.21M
est: 154.90M (+46.0%)
94.39M
est: 16.02M (+489.0%)
53.82M
est: 7.47M (+620.9%)
35.46M
est: 8.01M (+342.6%)
9.05M
est: 18.21M (-50.3%)
71.32M
est: 19.12M (+273.0%)
135.26M
est: 103.61M (+30.5%)
102.71M
est: 34.96M (+193.8%)
129.62M
est: 47.95M (+170.3%)
168.78M
est: 3.37B (-95.0%)
147.18M
est: 17.99B (-99.2%)
34.79B
33.99B – 35.59B
+93.4% YoY
82.31B
53.64B – 110.97B
+136.6% YoY
190.29B
130.60B – 248.11B
+131.2% YoY
352.60B
242.00B – 459.73B
+85.3% YoY
593.38B
407.25B – 773.65B
+68.3% YoY
EPS
-0.73
est: -1.87 (+61.0%)
-0.37
est: -1.62 (+77.2%)
-0.30
est: -1.22 (+75.4%)
-0.30
est: -1.32 (+77.2%)
-0.42
est: -0.74 (+43.2%)
-0.59
est: -0.77 (+23.4%)
-0.89
est: -1.35 (+34.1%)
-1.04
est: -1.00 (-4.0%)
-1.15
est: -1.05 (-9.0%)
-0.59
est: -0.80 (+26.3%)
-0.38
est: -0.39 (+1.6%)
-0.61
-0.63 – -0.59
-57.5% YoY
-0.05
-0.08 – -0.02
+91.2% YoY
0.49
0.45 – 0.52
+1,011.0% YoY
1.11
0.66 – 1.55
+128.1% YoY
1.98
1.17 – 2.76
+78.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 D. Boral Capital Buy Buy Maintain
2026-04-21 D. Boral Capital Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-15 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
518.78M
OE per share TTM
0.54
Owner's Yield
5.94%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
745.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
135
Total invested
74.80M
Insider transactions (90d)
0
Beneficial owners (>5%)
4
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 2 5.62M 6.92% 5.62M 5.62M CO USA 2016-02-17
2 dividing (a) the total number of shares of the Issuer’s common stock being reported in this Statemen 4.69M 12.00% 4.69M 4.69M IN United States 2018-02-13
3 2. 4.49M 5.50% 4.49M OO United States 2016-02-12
4 Sorrento Therapeutics, Inc. 0.00% CO Delaware 2017-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
135
-148 vs prev Q
New positions
54
Closed positions
193
Increased
97
Reduced
18
Put/Call ratio
0.00
Calls held
1.0K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 264.6K +264.6K (+100.0%) 523.82M +523.8M (+100.0%) 0.03% +0.028 pp 0.21% +0.207 pp USD1.98 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 32.78M +5.1M (+18.5%) 64.90M -3.1M (-4.6%) 3.46% +0.349 pp 0.00% 0.000 pp USD5.41 -63.4% 20 qtrs
3 BLACKROCK, INC. 25.60M +5.8M (+29.2%) 50.69M +2.0M (+4.0%) 2.70% +0.474 pp 0.00% +0.000 pp USD2.96 -33.1% 6 qtrs
4 STATE STREET CORP 16.46M +5.1M (+45.4%) 32.58M +4.7M (+17.0%) 1.74% +0.464 pp 0.00% +0.000 pp USD3.53 -43.9% 20 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 7.92M +1.0M (+15.0%) 15.68M -1.3M (-7.5%) 0.84% +0.061 pp 0.00% 0.000 pp USD5.90 -66.4% 20 qtrs
6 GOLDMAN SACHS GROUP INC 6.15M +5.0M (+439.4%) 12.18M +9.4M (+334.1%) 0.65% +0.522 pp 0.00% +0.001 pp USD2.39 -17.2% 20 qtrs
7 MORGAN STANLEY 5.11M +1.7M (+51.4%) 10.11M +1.8M (+21.8%) 0.54% +0.160 pp 0.00% +0.000 pp USD2.85 -30.5% 20 qtrs
8 TWO SIGMA INVESTMENTS, LP 4.72M +2.1M (+80.9%) 9.34M +2.9M (+45.6%) 0.50% +0.205 pp 0.01% +0.004 pp USD2.28 -13.2% 5 qtrs
9 WOODLINE PARTNERS LP 3.45M -1.9M (-34.9%) 6.82M -6.2M (-47.6%) 0.36% -0.232 pp 0.03% -0.035 pp USD2.83 -30.0% 7 qtrs
10 ALPHACORE CAPITAL LLC 3.00M +12.0K (+0.4%) 5.94M -1.4M (-19.2%) 0.32% -0.020 pp 0.13% -0.115 pp USD2.64 -25.0% 3 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.50M +202.2K (+8.8%) 4.95M -703.4K (-12.4%) 0.26% +0.005 pp 0.00% 0.000 pp USD5.93 -66.6% 20 qtrs
12 BARCLAYS PLC 2.44M +2.1M (+577.0%) 4.84M +3.5M (+260.3%) 0.26% +0.218 pp 0.00% +0.001 pp USD2.17 -8.8% 16 qtrs
13 BANK OF AMERICA CORP /DE/ 2.38M +727.7K (+44.0%) 4.72M +646.6K (+15.9%) 0.25% +0.065 pp 0.00% +0.000 pp USD2.48 -20.2% 20 qtrs
14 TANG CAPITAL MANAGEMENT LLC 2.33M +— (+0.0%) 4.62M -1.1M (-19.5%) 0.25% -0.016 pp 0.23% +0.007 pp USD2.56 -22.7% 5 qtrs
15 NORTHERN TRUST CORP 2.23M +225.8K (+11.3%) 4.42M -514.9K (-10.4%) 0.24% +0.010 pp 0.00% 0.000 pp USD6.63 -70.1% 20 qtrs
16 KERCHEVILLE ADVISORS, LLC 584.2K +65.1K (+12.5%) 4.29M +3.0M (+235.8%) 0.06% +0.003 pp 1.12% +0.738 pp USD2.44 -18.9% 3 qtrs
17 UBS GROUP AG 2.00M +315.0K (+18.7%) 3.95M -182.9K (-4.4%) 0.21% +0.022 pp 0.00% +0.000 pp USD2.87 -31.0% 20 qtrs
18 VOLEON CAPITAL MANAGEMENT LP 1.51M +1.5M (+9,218.2%) 3.00M +3.0M (+7,400.0%) 0.16% +0.158 pp 0.06% +0.064 pp USD1.99 -0.5% 2 qtrs
19 SQUAREPOINT OPS LLC 1.49M +481.4K (+47.5%) 2.96M +466.8K (+18.7%) 0.16% +0.044 pp 0.00% +0.001 pp USD2.31 -14.3% 2 qtrs
20 SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) 1.32M +— (+0.0%) 2.62M -629.3K (-19.4%) 0.14% -0.009 pp 0.01% -0.003 pp USD3.05 -35.1% 8 qtrs
21 RENAISSANCE TECHNOLOGIES LLC 1.23M +215.6K (+21.2%) 2.44M -60.9K (-2.4%) 0.13% +0.016 pp 0.00% +0.001 pp USD2.38 -16.8% 2 qtrs
22 JPMORGAN CHASE & CO 1.22M +161.9K (+15.3%) 2.42M -187.2K (-7.2%) 0.13% +0.010 pp 0.00% +0.000 pp USD10.59 -81.3% 20 qtrs
23 TWO SIGMA ADVISERS, LP 1.14M +1.0M (+870.8%) 2.26M +2.0M (+681.4%) 0.12% +0.107 pp 0.00% +0.004 pp USD2.03 -2.5% 2 qtrs
24 BANK OF NEW YORK MELLON CORP 882.3K +123.5K (+16.3%) 1.75M -119.6K (-6.4%) 0.09% +0.008 pp 0.00% 0.000 pp USD7.39 -73.2% 20 qtrs
25 CLEARWATER CAPITAL ADVISORS, LLC 845.1K -1.3K (-0.2%) 1.67M -408.9K (-19.6%) 0.09% -0.006 pp 0.14% -0.038 pp USD5.18 -61.8% 20 qtrs
26 GROUP ONE TRADING, L.P. 766.9K -391.9K (-33.8%) 1.52M -1.3M (-46.7%) 0.08% -0.049 pp 0.00% -0.002 pp USD2.72 -27.2% 5 qtrs
27 CITADEL ADVISORS LLC 704.6K -426.2K (-37.7%) 1.40M -1.4M (-49.8%) 0.07% -0.053 pp 0.00% 0.000 pp USD2.90 -31.7% 8 qtrs
28 ALLEN HOLDING INC /NY 687.6K +— (+0.0%) 1.36M -330.0K (-19.5%) 0.07% -0.005 pp 0.13% -0.030 pp USD14.28 -86.1% 19 qtrs
29 ACCURATE WEALTH MANAGEMENT, LLC 560.0K +— (+0.0%) 1.30M -100.8K (-7.2%) 0.06% -0.004 pp 0.17% -0.022 pp USD6.27 -68.4% 7 qtrs
30 SWISS NATIONAL BANK 652.4K +138.9K (+27.0%) 1.29M +28.5K (+2.3%) 0.07% +0.011 pp 0.00% +0.000 pp USD5.69 -65.2% 20 qtrs
31 NUVEEN, LLC 633.1K +125.1K (+24.6%) 1.25M +3.9K (+0.3%) 0.07% +0.010 pp 0.00% +0.000 pp USD2.70 -26.7% 4 qtrs
32 SHEETS SMITH WEALTH MANAGEMENT 632.0K -1.1K (-0.2%) 1.25M -306.1K (-19.7%) 0.07% -0.005 pp 0.14% -0.039 pp USD5.39 -63.3% 20 qtrs
33 SCULPTOR CAPITAL LP 620.0K +— (+0.0%) 1.23M -297.6K (-19.5%) 0.07% -0.004 pp 0.01% -0.005 pp USD2.82 -29.8% 14 qtrs
34 RAFFERTY ASSET MANAGEMENT, LLC 607.3K +154.9K (+34.2%) 1.20M +89.5K (+8.0%) 0.06% +0.013 pp 0.00% +0.001 pp USD3.25 -39.1% 9 qtrs
35 DEKABANK DEUTSCHE GIROZENTRALE 196.2K +— (+0.0%) 1.17M +668.0K (+134.4%) 0.02% -0.001 pp 0.00% +0.001 pp USD7.15 -72.3% 19 qtrs
36 JANE STREET GROUP, LLC 530.4K -51.3K (-8.8%) 1.05M -380.8K (-26.6%) 0.06% -0.010 pp 0.00% 0.000 pp USD2.80 -29.3% 6 qtrs
37 WELLS FARGO & COMPANY/MN 515.9K +245.7K (+90.9%) 1.02M +356.7K (+53.7%) 0.05% +0.024 pp 0.00% +0.000 pp USD2.95 -32.9% 20 qtrs
38 SIMPLEX TRADING, LLC 493.4K +454.0K (+1,149.5%) 977.0K +880.0K (+907.2%) 0.05% +0.048 pp 0.00% +0.001 pp USD2.03 -2.5% 3 qtrs
39 UBS ASSET MANAGEMENT AMERICAS INC 461.2K +38.3K (+9.1%) 913.1K -127.0K (-12.2%) 0.05% +0.001 pp 0.00% +0.000 pp USD3.80 -47.9% 20 qtrs
40 LPL FINANCIAL LLC 458.1K -161.2K (-26.0%) 907.0K -616.5K (-40.5%) 0.05% -0.021 pp 0.00% 0.000 pp USD2.98 -33.6% 10 qtrs
41 QUADRATURE CAPITAL LTD 436.9K +174.5K (+66.5%) 865.0K +222.1K (+34.6%) 0.05% +0.017 pp 0.01% +0.001 pp USD2.27 -12.8% 2 qtrs
42 HENNION & WALSH ASSET MANAGEMENT, INC. 402.6K +95.9K (+31.2%) 797.2K +42.5K (+5.6%) 0.04% +0.008 pp 0.03% +0.000 pp USD2.43 -18.5% 3 qtrs
43 EXODUSPOINT CAPITAL MANAGEMENT, LP 367.9K +205.5K (+126.6%) 728.4K +328.9K (+82.3%) 0.04% +0.021 pp 0.01% +0.002 pp USD2.19 -9.6% 2 qtrs
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 355.9K -822.2K (-69.8%) 704.7K -2.2M (-75.7%) 0.04% -0.095 pp 0.00% 0.000 pp USD3.20 -38.1% 20 qtrs
45 ALLIANCEBERNSTEIN L.P. 350.5K -8.7K (-2.4%) 694.0K -189.6K (-21.5%) 0.04% -0.003 pp 0.00% 0.000 pp USD5.94 -66.7% 20 qtrs
46 RHUMBLINE ADVISERS 327.6K +13.0K (+4.1%) 648.6K -125.3K (-16.2%) 0.03% -0.001 pp 0.00% 0.000 pp USD6.96 -71.6% 20 qtrs
47 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 317.1K +68.2K (+27.4%) 627.9K +15.4K (+2.5%) 0.03% +0.006 pp 0.00% +0.000 pp USD5.72 -65.4% 20 qtrs
48 CLEARSTEAD ADVISORS, LLC 311.7K +38.7K (+14.2%) 617.2K -54.4K (-8.1%) 0.03% +0.002 pp 0.01% -0.001 pp USD4.82 -58.9% 7 qtrs
49 LEGAL & GENERAL GROUP PLC 292.5K +69.6K (+31.2%) 579.1K +30.8K (+5.6%) 0.03% +0.006 pp 0.00% +0.000 pp USD3.98 -50.3% 20 qtrs
50 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 290.6K +220.3K (+313.4%) 575.0K +402.0K (+232.4%) 0.03% +0.023 pp 0.00% +0.001 pp USD2.13 -7.0% 13 qtrs
51 VIRTUS INVESTMENT ADVISERS, INC. 289.6K +150.3K (+107.9%) 573.4K +230.7K (+67.3%) 0.03% +0.015 pp 0.16% +0.058 pp USD2.45 -19.2% 4 qtrs
52 PLANCORP, LLC 271.5K -2.0 (0.0%) 537.5K -130.3K (-19.5%) 0.03% -0.002 pp 0.02% -0.005 pp USD2.64 -25.0% 3 qtrs
53 LMR PARTNERS LLP 260.0K -342.4K (-56.8%) 514.8K -967.1K (-65.3%) 0.03% -0.040 pp 0.00% -0.006 pp USD2.91 -32.0% 11 qtrs
54 WINNING POINTS ADVISORS, LLC 722.4K +722.4K (+100.0%) 509.0K +509.0K (+100.0%) 0.08% +0.076 pp 0.54% +0.544 pp USD1.98 +0.0% 1 qtrs NEW
55 BLAIR WILLIAM & CO/IL 240.2K +— (+0.0%) 475.6K -115.3K (-19.5%) 0.03% -0.002 pp 0.00% 0.000 pp USD4.91 -59.7% 20 qtrs
56 ADVISOR GROUP HOLDINGS, INC. 225.1K -2.4K (-1.0%) 445.7K -88.6K (-16.6%) 0.02% -0.002 pp 0.00% 0.000 pp USD3.64 -45.6% 20 qtrs
57 PROFUND ADVISORS LLC 224.7K +127.1K (+130.3%) 444.9K +204.9K (+85.4%) 0.02% +0.013 pp 0.01% +0.006 pp USD2.72 -27.2% 9 qtrs
58 DEUTSCHE BANK AG\ 219.8K +33.5K (+18.0%) 435.3K -23.1K (-5.0%) 0.02% +0.002 pp 0.00% +0.000 pp USD3.85 -48.6% 20 qtrs
59 RAYMOND JAMES FINANCIAL INC 211.2K -28.3K (-11.8%) 418.2K -170.9K (-29.0%) 0.02% -0.005 pp 0.00% 0.000 pp USD2.58 -23.3% 5 qtrs
60 CI PRIVATE WEALTH, LLC 186.4K -9.9K (-5.1%) 369.0K -113.9K (-23.6%) 0.02% -0.002 pp 0.00% 0.000 pp USD3.27 -39.4% 13 qtrs
61 INVESCO LTD. 182.8K +23.4K (+14.6%) 362.0K -30.3K (-7.7%) 0.02% +0.001 pp 0.00% +0.000 pp USD3.48 -43.1% 20 qtrs
62 CANADA PENSION PLAN INVESTMENT BOARD 172.8K +172.8K (+100.0%) 342.1K +342.1K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD1.98 +0.0% 1 qtrs NEW
63 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 172.5K +41.3K (+31.5%) 341.5K +16.3K (+5.0%) 0.02% +0.004 pp 0.00% +0.000 pp USD4.21 -53.0% 7 qtrs
64 MANUFACTURERS LIFE INSURANCE COMPANY, THE 168.1K +18.8K (+12.6%) 332.8K -34.5K (-9.4%) 0.02% +0.001 pp 0.00% +0.000 pp USD6.49 -69.5% 20 qtrs
65 METLIFE INVESTMENT MANAGEMENT, LLC 164.3K +40.8K (+33.0%) 325.2K +21.5K (+7.1%) 0.02% +0.004 pp 0.00% +0.000 pp USD3.05 -35.1% 20 qtrs
66 RATHBONES GROUP PLC 161.4K +— (+0.0%) 319.6K -77.5K (-19.5%) 0.02% -0.001 pp 0.00% 0.000 pp USD2.17 -8.8% 10 qtrs
67 PRIVATE ADVISOR GROUP, LLC 161.1K +148.2K (+1,153.3%) 318.9K +287.3K (+908.8%) 0.02% +0.016 pp 0.00% +0.001 pp USD2.31 -14.3% 9 qtrs
68 CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. 160.5K -5.2K (-3.1%) 317.8K -89.8K (-22.0%) 0.02% -0.002 pp 0.02% -0.009 pp USD4.00 -50.5% 14 qtrs
69 PRICE T ROWE ASSOCIATES INC /MD/ 158.2K +37.2K (+30.7%) 314.0K +16.0K (+5.4%) 0.02% +0.003 pp 0.00% +0.000 pp USD7.64 -74.1% 20 qtrs
70 ERSTE ASSET MANAGEMENT GMBH 153.0K +— (+0.0%) 312.1K -81.1K (-20.6%) 0.02% -0.001 pp 0.00% -0.001 pp USD5.02 -60.6% 9 qtrs
71 LOS ANGELES CAPITAL MANAGEMENT LLC 132.2K +132.2K (+100.0%) 312.1K +312.1K (+100.0%) 0.01% +0.014 pp 0.00% +0.001 pp USD1.98 +0.0% 1 qtrs NEW
72 COLLECTIVE FAMILY OFFICE LLC 156.8K -4.5K (-2.8%) 310.5K -86.2K (-21.7%) 0.02% -0.002 pp 0.07% -0.024 pp USD4.29 -53.8% 7 qtrs
73 HANDELSBANKEN FONDER AB 144.8K +48.8K (+50.8%) 287.0K +51.0K (+21.6%) 0.02% +0.005 pp 0.00% +0.000 pp USD3.75 -47.2% 7 qtrs
74 SBI SECURITIES CO., LTD. 119.3K +6.0K (+5.3%) 236.3K -42.5K (-15.2%) 0.01% 0.000 pp 0.01% -0.001 pp USD2.60 -23.8% 5 qtrs
75 JANUS HENDERSON GROUP PLC 118.7K +— (+0.0%) 234.5K -57.0K (-19.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD2.73 -27.5% 15 qtrs
76 MILLENNIUM MANAGEMENT LLC 118.4K +70.1K (+145.2%) 234.5K +115.7K (+97.4%) 0.01% +0.007 pp 0.00% +0.000 pp USD2.29 -13.5% 20 qtrs
77 B. RILEY WEALTH ADVISORS, INC. 113.0K +— (+0.0%) 223.7K -54.2K (-19.5%) 0.01% -0.001 pp 0.01% -0.003 pp USD2.64 -25.0% 3 qtrs
78 STATE OF NEW JERSEY COMMON PENSION FUND D 112.9K +112.9K (+100.0%) 223.6K +223.6K (+100.0%) 0.01% +0.012 pp 0.00% +0.001 pp USD1.98 +0.0% 1 qtrs NEW
79 LIDO ADVISORS, LLC 111.1K +— (+0.0%) 220.0K -53.3K (-19.5%) 0.01% -0.001 pp 0.00% 0.000 pp USD2.64 -25.0% 3 qtrs
80 CITIGROUP INC 110.5K -2.3M (-95.4%) 218.8K -5.6M (-96.3%) 0.01% -0.257 pp 0.00% -0.003 pp USD3.05 -35.1% 20 qtrs
81 INTECH INVESTMENT MANAGEMENT LLC 109.2K -9.0K (-7.7%) 216.1K -74.7K (-25.7%) 0.01% -0.002 pp 0.00% -0.001 pp USD3.12 -36.5% 6 qtrs
82 SOWELL FINANCIAL SERVICES LLC 103.7K +6.0 (+0.0%) 205.3K -49.8K (-19.5%) 0.01% -0.001 pp 0.01% -0.002 pp USD2.46 -19.5% 2 qtrs
83 REGIONS FINANCIAL CORP 102.0K +— (+0.0%) 202.0K -49.0K (-19.5%) 0.01% -0.001 pp 0.00% 0.000 pp USD2.64 -25.0% 3 qtrs
84 PROSHARE ADVISORS LLC 97.4K +24.4K (+33.5%) 192.9K +13.3K (+7.4%) 0.01% +0.002 pp 0.00% +0.000 pp USD6.52 -69.6% 20 qtrs
85 MERIDIAN INVESTMENT COUNSEL INC. 96.4K +— (+0.0%) 190.9K -46.3K (-19.5%) 0.01% -0.001 pp 0.05% -0.013 pp USD23.74 -91.7% 20 qtrs
86 WEALTH EFFECTS LLC 93.0K -21.5K (-18.8%) 184.1K -97.5K (-34.6%) 0.01% -0.003 pp 0.06% -0.033 pp USD3.84 -48.4% 16 qtrs
87 ARIZONA STATE RETIREMENT SYSTEM 92.2K +14.0K (+17.9%) 182.5K -9.9K (-5.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD5.88 -66.3% 20 qtrs
88 KESTRA ADVISORY SERVICES, LLC 89.8K +27.9K (+45.1%) 177.9K +25.6K (+16.8%) 0.01% +0.003 pp 0.00% +0.000 pp USD2.74 -27.7% 11 qtrs
89 FRANKLIN RESOURCES INC 87.1K -68.0 (-0.1%) 172.4K -42.0K (-19.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD2.64 -25.0% 8 qtrs
90 HSBC HOLDINGS PLC 86.1K +— (+0.0%) 168.4K -42.2K (-20.0%) 0.01% -0.001 pp 0.00% +0.000 pp USD2.63 -24.7% 8 qtrs
91 NATIONAL BANK OF CANADA /FI/ 84.7K -22.7K (-21.1%) 167.7K -96.5K (-36.5%) 0.01% -0.003 pp 0.00% 0.000 pp USD2.48 -20.2% 17 qtrs
92 STATE OF WISCONSIN INVESTMENT BOARD 83.5K -4.3K (-4.9%) 165.4K -50.7K (-23.5%) 0.01% -0.001 pp 0.00% 0.000 pp USD5.78 -65.7% 20 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 111 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 VanEck Social Sentiment ETF BUZZ 3.51% 3.52M 0.76%
2 iShares Genomics Immunology and Healthcare ETF IDNA 3.40% 6.66M 0.47%
3 Trenchless Fund ETF RVER 3.22% 3.96M 0.65%
4 Pinnacle Focused Opportunities ETF FCUS 2.61% 2.27M 0.81%
5 Xtrackers - MSCI Pakistan Swap UCITS ETF XBAK.L 2.45% 568.0K 0.85%
6 Virtus Biotech ETF BBP 1.49% 1.47M 0.34%
7 Global X - S&P Biotech ETF CURE.AX 0.95% 342.0K 0.45%
8 State Street SPDR S&P Biotech ETF XBI 0.95% 102.99M 0.35%
9 Invesco Nasdaq Biotechnology ETF IBBQ 0.59% 444.0K 0.19%
10 Invesco NASDAQ Biotech UCITS ETF SBIO.L 0.59% 2.74M 0.40%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.43
Bearish
Ratio by volume
2.79
Bullish
Buys
13
Sells
30
Shares acquired
5.67M
Shares disposed
2.03M
Cash buys
Cash sales
8.00
Net activity
+3,637,010
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-31 SOON-SHIONG PATRICK Director / Officer / 10% Owner C-Conversion A Common Stock 4,606,596 5.43 25.00M 251,018,873 I
2026-02-24 Simon Barry J. Director S-Sale D Common Stock 75,000 12.01 900.8K 2,850,821 D
2026-02-23 Simon Barry J. Director S-Sale D Common Stock 165,000 10.25 1.69M 2,925,821 D
2026-02-23 Selecky Christobel Director M-Exempt D Stock Option (right to buy) 25,000 2.98 74.5K 67,937 D
2026-02-22 Simon Barry J. Director M-Exempt D Restricted Stock Units 15,243 0.00 15,245 D
2026-02-22 Sachs David C. Officer M-Exempt D Restricted Stock Units 40,650 0.00 40,651 D
2026-02-22 SOON-SHIONG PATRICK Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 114,329 0.00 114,329 D
2026-02-22 LAUER REGAN J Officer M-Exempt D Restricted Stock Units 4,065 0.00 4,065 D
2026-02-22 Adcock Richard Director / Officer M-Exempt D Restricted Stock Units 152,439 0.00 152,439 D
2026-02-20 Simon Barry J. Director S-Sale D Common Stock 10,000 9.25 92.5K 3,081,604 D
2026-02-10 Sachs David C. Officer M-Exempt D Restricted Stock Units 82,236 0.00 164,474 D
2026-02-10 SOON-SHIONG PATRICK Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 274,122 0.00 548,246 D
2026-02-10 LAUER REGAN J Officer F-InKind D Common Stock 2,257 6.93 15.6K 113,483 D
2026-02-10 Adcock Richard Director / Officer F-InKind D Common Stock 140,048 6.93 970.5K 485,465 D
2026-01-20 Simon Barry J. Director S-Sale D Common Stock 76,967 6.54 503.4K 3,166,604 D
2026-01-20 Selecky Christobel Director M-Exempt D Stock Option (right to buy) 25,000 2.98 74.5K 92,937 D
2026-01-16 Selecky Christobel Director M-Exempt D Stock Option (right to buy) 50,000 2.98 149.0K 117,937 D
2025-12-31 Sachs David C. Officer M-Exempt D Restricted Stock Units 30,397 0.00 45,602 D
2025-12-31 Adcock Richard Director / Officer M-Exempt D Restricted Stock Units 34,483 0.00 51,731 D
2025-12-12 Wendel Bruce Director A-Award A Stock Option (right to buy) 146,020 2.36 344.6K 146,020 D
2025-06-18 Selecky Christobel Director A-Award A Stock Option (right to buy) 162,786 2.84 462.3K 162,786 D
2025-06-18 MAXWELL LINDA Director A-Award A Stock Option (right to buy) 162,786 2.84 462.3K 162,786 D
2025-06-18 Cohen Cheryl Director A-Award A Stock Option (right to buy) 162,786 2.84 462.3K 162,786 D
2025-06-18 Clark Wesley Director A-Award A Stock Option (right to buy) 162,786 2.84 462.3K 162,786 D
2025-06-18 BLASZYK MICHAEL D Director A-Award A Stock Option (right to buy) 162,786 2.84 462.3K 162,786 D
2025-02-22 Simon Barry J. Director M-Exempt D Restricted Stock Units 15,243 0.00 30,488 D
2025-02-22 Sachs David C. Officer F-InKind D Common Stock 15,860 3.42 54.2K 225,620 D
2025-02-22 SOON-SHIONG PATRICK Director / Officer / 10% Owner M-Exempt A Common Stock 114,329 0.00 29,588,261 D
2025-02-22 LAUER REGAN J Officer M-Exempt D Restricted Stock Units 4,065 0.00 8,130 D
2025-02-22 Adcock Richard Director / Officer M-Exempt D Restricted Stock Units 152,439 0.00 304,878 D
2025-02-10 Sachs David C. Officer A-Award A Stock Option (right to buy) 843,750 3.39 2.86M 843,750 D
2025-02-10 SOON-SHIONG PATRICK Director / Officer / 10% Owner A-Award A Stock Option (right to buy) 2,812,500 3.39 9.53M 2,812,500 D
2025-02-10 LAUER REGAN J Officer A-Award A Stock Option (right to buy) 56,250 3.39 190.7K 56,250 D
2025-02-10 Adcock Richard Director / Officer A-Award A Restricted Stock Units 822,368 0.00 822,368 D
2025-01-22 Simon Barry J. Director M-Exempt A Common Stock 110,020 2.00 219.9K 3,233,781 D
2024-12-31 Sachs David C. Officer M-Exempt A Common Stock 30,397 0.00 216,235 D
2024-12-31 Adcock Richard Director / Officer M-Exempt A Common Stock 34,483 0.00 277,621 D
2024-12-15 LAUER REGAN J Officer M-Exempt A Common Stock 21,031 0.00 115,365 D
2024-12-10 SOON-SHIONG PATRICK Director / Officer / 10% Owner J-Other D Amended and Restated Promissory Note 0 8.27 0 I
2024-06-11 Selecky Christobel Director A-Award A Stock Option (right to buy) 77,633 5.96 462.7K 77,633
2024-06-11 MAXWELL LINDA Director A-Award A Stock Option (right to buy) 77,633 5.96 462.7K 77,633
2024-06-11 Cohen Cheryl Director A-Award A Stock Option (right to buy) 77,633 5.96 462.7K 77,633
2024-06-11 Clark Wesley Director A-Award A Stock Option (right to buy) 77,633 5.96 462.7K 77,633
2024-06-11 Brennan John Owen Director A-Award A Stock Option (right to buy) 77,633 5.96 462.7K 77,633
2024-06-11 BLASZYK MICHAEL D Director A-Award A Stock Option (right to buy) 77,633 5.96 462.7K 77,633
2024-02-22 Simon Barry J. Director A-Award A Restricted Stock Units 45,731 0.00 45,731
2024-02-22 Sachs David C. Officer A-Award A Restricted Stock Units 121,951 0.00 121,951
2024-02-22 SOON-SHIONG PATRICK Director / Officer / 10% Owner A-Award A Restricted Stock Units 342,987 0.00 342,987
2024-02-22 LAUER REGAN J Officer A-Award A Restricted Stock Units 12,195 0.00 12,195
2024-02-22 Adcock Richard Director / Officer A-Award A Restricted Stock Units 457,317 0.00 457,317
2024-02-05 Adcock Richard Director / Officer M-Exempt A Common Stock 83,334 0.00 286,303
2024-01-31 Simon Barry J. Director M-Exempt D Restricted Stock Units 57,200 0.00 0
2024-01-31 Sachs David C. Officer F-InKind D Common Stock 26,835 3.36 90.2K 185,838
2024-01-31 LAUER REGAN J Officer M-Exempt D Restricted Stock Units 32,872 0.00 0
2023-12-31 Sachs David C. Officer M-Exempt A Common Stock 30,397 0.00 152,439
2023-12-31 Adcock Richard Director / Officer M-Exempt A Common Stock 34,483 0.00 220,065
2023-12-29 SOON-SHIONG PATRICK Director / Officer / 10% Owner J-Other A Convertible Promissory Note 0 2.28 0
2023-12-15 LAUER REGAN J Officer M-Exempt A Common Stock 21,030 0.00 74,932
2023-09-11 SOON-SHIONG PATRICK Director / Officer / 10% Owner P-Purchase A Convertible Promissory Note 0 1.94 0
2023-09-01 Simon Barry J. Director M-Exempt A Common Stock 57,199 0.00 3,088,655
2023-09-01 Sachs David C. Officer M-Exempt A Common Stock 70,744 0.00 122,042
2023-09-01 LAUER REGAN J Officer M-Exempt A Common Stock 32,872 0.00 53,902
2023-08-25 Simon Barry J. Director A-Award A Restricted Stock Units 114,399 0.00 114,399
2023-08-25 Sachs David C. Officer A-Award A Restricted Stock Units 141,489 0.00 141,489
2023-08-25 LAUER REGAN J Officer A-Award A Restricted Stock Units 65,744 0.00 65,744
2023-06-15 LAUER REGAN J Officer M-Exempt D Restricted Stock Units 21,030 0.00 42,061
2023-06-13 Selecky Christobel Director A-Award A Stock Option (right to buy) 158,263 2.99 473.2K 158,263
2023-06-13 MAXWELL LINDA Director A-Award A Stock Option (right to buy) 158,263 2.99 473.2K 158,263
2023-06-13 Cohen Cheryl Director A-Award A Stock Option (right to buy) 158,263 2.99 473.2K 158,263
2023-06-13 Clark Wesley Director A-Award A Stock Option (right to buy) 158,263 2.99 473.2K 158,263
2023-06-13 Brennan John Owen Director A-Award A Stock Option (right to buy) 158,263 2.99 473.2K 158,263
2023-06-13 BLASZYK MICHAEL D Director A-Award A Stock Option (right to buy) 158,263 2.99 473.2K 158,263
2023-06-05 BLASZYK MICHAEL D Director P-Purchase A Common Stock 485 2.75 1.3K 71,915
2023-06-02 Brennan John Owen Director P-Purchase A Common Stock 5,000 2.74 13.7K 5,000
2023-06-01 Clark Wesley Director P-Purchase A Common Stock 7,000 2.91 20.4K 8,000
2023-05-12 SOON-SHIONG PATRICK Director / Officer / 10% Owner P-Purchase A Convertible Promissory Note 0 2.28 0
2023-02-05 Adcock Richard Director / Officer M-Exempt A Common Stock 83,333 0.00 227,774
2022-12-31 Sachs David C. Officer M-Exempt D Restricted Stock Units 7,598 0.00 136,793
2022-12-31 Adcock Richard Officer M-Exempt D Restricted Stock Units 8,620 0.00 155,180
2022-12-12 SOON-SHIONG PATRICK Officer C-Conversion D Second Amended and Restated Convertible Promissory Note 0 0.00 0
2022-08-31 SOON-SHIONG PATRICK Officer P-Purchase A Second Amended and Restated Convertible Promissory Note 0 40,016,261.00 0
2022-06-14 Selecky Christobel Director A-Award A Stock Option (right to buy) 167,937 0.00 167,937
2022-06-14 MAXWELL LINDA Director A-Award A Stock Option (right to buy) 167,937 2.98 500.5K 167,937
2022-06-14 Cohen Cheryl Director A-Award A Stock Option (right to buy) 167,937 0.00 167,937
2022-06-14 Clark Wesley Director A-Award A Stock Option (right to buy) 167,937 0.00 167,937
2022-06-14 Brennan John Owen Director A-Award A Stock Option (right to buy) 167,937 0.00 167,937
2022-06-14 BLASZYK MICHAEL D Director A-Award A Stock Option (right to buy) 167,937 0.00 167,937
2022-03-23 Simon Barry J. Director A-Award A Stock Option (right to buy) 10,714 0.00 10,714
2022-03-23 Sachs David C. Officer A-Award A Stock Option (right to buy) 125,000 0.00 125,000
2022-03-23 SOON-SHIONG PATRICK Director / Officer / 10% Owner A-Award A Stock Option (right to buy) 350,000 5.83 2.04M 350,000
2022-03-23 LAUER REGAN J Officer A-Award A Stock Option (right to buy) 14,286 0.00 14,286
2022-03-23 Adcock Richard Officer A-Award A Stock Option (right to buy) 350,000 0.00 350,000
2022-02-05 Adcock Richard Director / Officer M-Exempt D Restricted Stock Units 83,333 0.00 166,667
2021-12-31 Thomas John C I Common Stock 0 0.00 13,886
2021-12-31 Simon Barry J. Director 0 0.00 0
2021-12-15 LAUER REGAN J Officer A-Award A Restricted Stock Units 63,091 0.00 63,091
2021-12-09 Sachs David C. Officer M-Exempt D Restricted Stock Units 17,242 0.00 144,391
2021-11-09 LAUER REGAN J Officer 0 0.00 0
2021-10-08 Adcock Richard Director / Officer P-Purchase A Common Stock 1,923 8.81 16.9K 1,930
2021-09-09 Sachs David C. Officer M-Exempt A Common Stock 7,598 0.00 26,458
2021-09-09 Adcock Richard Director / Officer F-InKind D Common Stock 4,273 9.95 42.5K 86,176
2021-08-23 Cohen Cheryl Director S-Sale D Common Stock 14,801 10.12 149.8K 200,617
2021-08-20 Cohen Cheryl Director S-Sale D Common Stock 9,976 10.00 99.8K 215,418
2021-08-18 Cohen Cheryl Director S-Sale D Common Stock 2,133 10.03 21.4K 225,394
2021-08-17 Cohen Cheryl Director S-Sale D Common Stock 43,398 10.12 439.4K 227,527
2021-06-10 Selecky Christobel Director A-Award A Stock Option (right to buy) 26,064 14.91 388.6K 26,064
2021-06-10 SOON-SHIONG PATRICK Director / Officer / 10% Owner A-Award A Stock Option (right to buy) 26,064 14.91 388.6K 26,064
2021-06-10 MAXWELL LINDA Director A-Award A Stock Option (right to buy) 26,064 14.91 388.6K 26,064
2021-06-10 Cohen Cheryl Director A-Award A Stock Option (right to buy) 26,064 14.91 388.6K 26,064
2021-06-10 Clark Wesley Director A-Award A Stock Option (right to buy) 26,064 14.91 388.6K 26,064
2021-06-10 Brennan John Owen Director A-Award A Stock Option (right to buy) 26,064 14.91 388.6K 26,064
2021-06-10 BLASZYK MICHAEL D Director A-Award A Stock Option (right to buy) 26,064 14.91 388.6K 26,064
2021-05-25 Simon Barry J. Director S-Sale D Common Stock 88,787 16.18 1.44M 3,102,507
2021-05-24 Simon Barry J. Director S-Sale D Common Stock 21,223 16.02 340.1K 3,191,294
2021-05-21 Simon Barry J. Director S-Sale D Common Stock 14,990 16.09 241.2K 3,212,517
2021-05-05 Simon Barry J. Director M-Exempt A Common Stock 56,967 1.75 99.9K 3,227,507
2021-05-03 Selecky Christobel Director A-Award A Stock Option (right to buy) 21,873 17.24 377.1K 21,873
2021-05-03 MAXWELL LINDA Director A-Award A Stock Option (right to buy) 21,873 17.24 377.1K 21,873
2021-05-03 Clark Wesley Director A-Award A Stock Option (right to buy) 21,873 17.24 377.1K 21,873
2021-05-03 Brennan John Owen Director A-Award A Stock Option (right to buy) 21,873 17.24 377.1K 21,873
2021-03-29 MAXWELL LINDA Director 0 0.00 0
2021-03-09 Selecky Christobel Director 0 0.00 0
2021-03-09 Sachs David C. Officer D Restricted Stock Units 169,231 0.00 0
2021-03-09 SOON-SHIONG PATRICK Director / Officer / 10% Owner J-Other A Common Stock 5,723,182 0.00 572.32 29,473,932
2021-03-09 Clark Wesley Director 0 0.00 0
2021-03-09 Brennan John Owen Director 0 0.00 0
2021-03-09 Adcock Richard Director / Officer J-Other A Restricted Stock Units 172,420 0.00 172,420
2021-02-05 Simon Barry J. Director / Officer M-Exempt A Common Stock 22,100 2.00 44.2K 3,192,640
2021-02-05 Adcock Richard Officer A-Award A Stock Option (right to buy) 750,000 23.72 17.79M 750,000
2021-02-02 Simon Barry J. Director / Officer M-Exempt A Common Stock 82,070 2.00 164.0K 3,252,610
2021-01-28 Simon Barry J. Director / Officer S-Sale D Common Stock 11,304 20.53 232.1K 3,170,540
2021-01-27 Simon Barry J. Director / Officer M-Exempt D Stock Option (right to buy) 36,626 2.00 73.2K 225,494
2021-01-12 Nelson Sonja Officer M-Exempt D Stock Option (right to buy) 11,364 3.07 34.9K 165,907
2021-01-04 Nelson Sonja Officer M-Exempt D Stock Option (right to buy) 22,729 3.07 69.8K 177,271
2020-12-22 Simon Barry J. Director / Officer S-Sale D Common Stock 130,000 18.05 2.35M 3,170,540
2020-12-10 Thomas John C Director S-Sale D Common Stock 42,592 10.83 461.1K 207,477
2020-10-26 Adcock Richard Officer 0 0.00 0
2020-08-19 Thomas John C Director S-Sale D Common Stock 20,000 9.19 183.8K 250,069
2020-08-13 Thomas John C Director S-Sale D Common Stock 20,000 9.34 186.8K 270,069
2020-08-11 Thomas John C Director S-Sale D Common Stock 210 10.55 2.2K 310,069
2020-08-11 DRISCOLL FREDERICK W Director S-Sale D Common Stock 50,000 10.22 511.2K 124,535
2020-08-11 Cohen Cheryl Director S-Sale D Common Stock 30,000 9.96 298.8K 270,925
2020-08-02 Nelson Sonja Officer M-Exempt A Common Stock 10,000 0.00 40,410
2020-07-21 Simon Barry J. Director / Officer M-Exempt D Stock Option (right to buy) 1,565 2.00 3.1K 392,120
2020-07-20 Simon Barry J. Director / Officer M-Exempt D Stock Option (right to buy) 87,705 2.00 175.3K 393,685
2020-07-08 Simon Barry J. Director / Officer M-Exempt A Common Stock 39,950 1.76 70.1K 3,210,490
2020-06-30 Simon Barry J. Director / Officer M-Exempt D Stock Option (right to buy) 9 1.76 15.80 137,647
2020-06-29 SOON-SHIONG PATRICK Director / Officer / 10% Owner P-Purchase A Common Stock 3,710,000 12.12 44.97M 23,750,750
2020-06-23 Simon Barry J. Director / Officer M-Exempt D Stock Option (right to buy) 29,609 1.76 52.0K 137,656
2020-06-22 Simon Barry J. Director / Officer M-Exempt A Common Stock 136,729 1.76 240.0K 3,327,235
2020-06-19 Simon Barry J. Director / Officer M-Exempt D Stock Option (right to buy) 9,337 1.76 16.4K 303,994
2020-06-10 Thomas John C Director A-Award A Stock Option (right to buy) 100,000 6.21 621.0K 100,000
2020-06-10 GORLIN STEVE Director A-Award A Stock Option (right to buy) 100,000 6.21 621.0K 100,000
2020-06-10 DRISCOLL FREDERICK W Director A-Award A Stock Option (right to buy) 100,000 6.21 621.0K 100,000
2020-06-10 Cohen Cheryl Director A-Award A Stock Option (right to buy) 100,000 6.21 621.0K 100,000
2020-06-10 BLASZYK MICHAEL D Director A-Award A Stock Option (right to buy) 100,000 6.21 621.0K 100,000
2020-05-27 Simon Barry J. Director / Officer S-Sale D Common Stock 75,000 7.56 567.3K 3,194,906
2020-05-21 Simon Barry J. Director / Officer S-Sale D Common Stock 36,932 5.52 203.7K 3,269,906
2020-05-11 Simon Barry J. Director / Officer S-Sale D Common Stock 28,068 5.50 154.5K 3,306,838
2020-03-23 Nelson Sonja Officer F-InKind D Common Stock 6,132 2.82 17.3K 30,410
2019-12-16 Thomas John C Director S-Sale D Common Stock 10,000 3.14 31.4K 330,069
2019-12-13 Thomas John C Director S-Sale D Common Stock 10,000 2.48 24.8K 350,069
2019-12-12 Thomas John C Director S-Sale D Common Stock 10,000 1.99 19.9K 360,069
2019-09-09 Thomas John C Director S-Sale D Common Stock 13,956 1.24 17.3K 370,069
2019-09-06 Thomas John C Director S-Sale D Common Stock 7,080 1.24 8.8K 384,025
2019-09-05 Thomas John C Director S-Sale D Common Stock 2,964 1.25 3.7K 391,105
2019-08-02 Nelson Sonja Officer F-InKind D Common Stock 3,458 1.27 4.4K 21,542
2019-06-06 Thomas John C Director A-Award A Common Stock 92,592 0.00 394,069
2019-06-06 GORLIN STEVE Director A-Award A Common Stock 92,592 0.00 92,592
2019-06-06 DRISCOLL FREDERICK W Director A-Award A Common Stock 92,592 0.00 174,535
2019-06-06 Cohen Cheryl Director A-Award A Common Stock 300,925 0.00 300,925
2019-06-06 BLASZYK MICHAEL D Director A-Award A Common Stock 92,592 0.00 193,667
2019-03-21 SOON-SHIONG PATRICK Director / Officer / 10% Owner O-OutOfTheMoney D Warrant (right to buy) 17,589,250 2.00 35.15M 0
2018-11-29 GORLIN STEVE Director S-Sale D Common Stock 138,349 1.65 228.3K 0
2018-11-28 GORLIN STEVE Director S-Sale D Common Stock 17,140 1.76 30.1K 172,368
2018-11-27 GORLIN STEVE Director S-Sale D Common Stock 100,000 1.75 175.2K 189,508
2018-11-23 GORLIN STEVE Director S-Sale D Common Stock 9,312 2.01 18.7K 289,508
2018-11-21 GORLIN STEVE Director S-Sale D Common Stock 22,900 2.02 46.2K 298,820
2018-11-14 GORLIN STEVE Director S-Sale D Common Stock 115,930 2.21 255.7K 0
2018-11-13 GORLIN STEVE Director S-Sale D Common Stock 33,300 2.40 79.9K 115,930
2018-11-12 GORLIN STEVE Director S-Sale D Common Stock 47,050 2.43 114.5K 149,230
2018-08-27 Simon Barry J. Director / Officer A-Award A Stock Option (right to buy) 200,000 3.07 614.0K 200,000
2018-08-27 Nelson Sonja Officer A-Award A Stock Option (right to buy) 200,000 3.07 614.0K 200,000
2018-08-27 GORLIN STEVE Director S-Sale D Common Stock 18,300 3.09 56.5K 196,280
2018-08-24 GORLIN STEVE Director S-Sale D Common Stock 10,225 3.07 31.3K 214,580
2018-08-23 GORLIN STEVE Director S-Sale D Common Stock 21,475 3.06 65.7K 224,805
2018-08-02 Nelson Sonja Officer A-Award A Restricted Stock Units 40,000 0.00 40,000
2018-07-11 SOON-SHIONG PATRICK Director / Officer / 10% Owner M-Exempt A Common Stock 9,257 1.62 15.0K 40,565,814
2018-06-07 Thomas John C Director A-Award A Common Stock 27,322 0.00 301,477
2018-06-07 GORLIN STEVE Director S-Sale D Common Stock 26,957 3.66 98.6K 321,720
2018-06-07 DRISCOLL FREDERICK W Director A-Award A Common Stock 27,322 0.00 81,943
2018-06-07 BLASZYK MICHAEL D Director A-Award A Common Stock 27,322 0.00 101,075
2018-06-06 GORLIN STEVE Director S-Sale D Common Stock 23,574 3.79 89.3K 348,677
2018-06-05 GORLIN STEVE Director S-Sale D Common Stock 28,925 3.75 108.3K 372,251
2018-05-30 GORLIN STEVE Director S-Sale D Common Stock 2,724 3.88 10.6K 401,176
2018-05-29 GORLIN STEVE Director S-Sale D Common Stock 1,500 3.89 5.8K 404,500
2018-05-25 GORLIN STEVE Director S-Sale D Common Stock 3,400 3.97 13.5K 406,200
2018-05-24 GORLIN STEVE Director S-Sale D Common Stock 303 3.96 1.2K 409,600
2018-05-22 GORLIN STEVE Director S-Sale D Common Stock 8,546 3.81 32.6K 409,903
2018-05-21 GORLIN STEVE Director S-Sale D Common Stock 5,557 4.00 22.2K 418,449

Executive team

Top executives
EBIT / Employee
-3.6K
Shares Outstanding
1.05B

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Richard Adcock President and CEO 831.7K 141.7K 2.79M 8.35M 485.2K 117.2K 12.72M 87.61%
2 2025 Patrick Soon-Shiong, M.D. Global Chief Scientific and Medical Officer 648.8K 110.5K 2.79M 8.35M 378.5K 14.2K 12.29M 90.63%
3 2025 David Sachs CFO 591.7K 67.0K 836.3K 2.51M 229.3K 14.2K 4.24M 78.75%
4 2025 Regan Lauer Chief Accounting Officer 338.8K 38.3K 55.8K 167.1K 131.3K 14.1K 745.3K 29.90%
5 2024 Richard Adcock Chief Executive Officer and President 802.1K 2.40M 7.21M 477.6K 64.0K 10.95M 87.73%
6 2024 Richard Adcock President and CEO 802.1K 2.40M 7.21M 477.6K 64.0K 10.95M 87.73%
7 2024 Patrick Soon-Shiong, M.D. Global Chief Scientific and Medical Officer 625.8K 1.80M 5.41M 372.6K 14.0K 8.22M 87.69%
8 2024 David Sachs CFO 574.5K 639.0K 1.92M 230.1K 14.0K 3.38M 75.79%
9 2024 David Sachs Chief Financial Officer 574.5K 639.0K 1.92M 230.1K 14.0K 3.38M 75.79%
10 2023 Richard Adcock Chief Executive Officer and President 796.0K 298.5K 62.4K 1.16M 0.00%
11 2023 Richard Adcock President and CEO 796.0K 298.5K 62.4K 1.16M 0.00%
12 2023 David Sachs CFO 537.5K 274.0K 233.5K 13.1K 1.06M 22.06%
13 2023 David Sachs Chief Financial Officer 537.5K 274.0K 233.5K 13.1K 1.06M 22.06%
14 2023 Patrick Soon-Shiong, M.D. Global Chief Scientific and Medical Officer 621.0K 232.9K 11.5K 865.3K 0.00%
15 2022 Richard Adcock Chief Executive Officer and President 790.8K 3.16M 58.7K 4.01M 78.81%
16 2022 Patrick Soon-Shiong, M.D. Global Chief Scientific and Medical Officer 617.0K 3.16M 12.2K 3.79M 83.39%
17 2022 David Sachs Chief Financial Officer 521.0K 1.13M 12.3K 1.66M 67.90%
18 2021 Richard Adcock Chief Executive Officer and President 765.1K 57.7K 13.87M 13.97M 269.1K 82.7K 29.02M 95.95%
19 2021 David Sachs Chief Financial Officer 423.5K 35.6K 4.30M 166.3K 7.8K 4.94M 87.17%
20 2021 Patrick Soon-Shiong Global Chief Scientific and Medical Officer 237.7K 45.0K 300.6K 210.0K 46.6K 839.9K 35.79%
21 2021 Patrick Soon-Shiong, M.D. Global Chief Scientific and Medical Officer 237.7K 45.0K 300.6K 210.0K 46.6K 839.9K 35.79%
22 2020 Barry J. Simon, M.D. President and Chief Administrative Officer 456.2K 173.2K 30.3K 659.7K 0.00%
23 2020 Patrick Soon-Shiong Global Chief Scientific and Medical Officer 523.5K 100.2K 20.4K 644.0K 0.00%
24 2020 Patrick Soon-Shiong, M.D. Global Chief Scientific and Medical Officer 523.5K 100.2K 20.4K 644.0K 0.00%
25 2020 David Sachs Chief Financial Officer 443.0K 193.5K 7.1K 643.6K 0.00%
26 2020 Sonja Nelson Chief Financial Officer 364.5K 119.0K 24.5K 508.0K 0.00%
27 2020 Patrick Soon-Shiong, M.D., FRCS , FACS Executive Chairman and Chief Executive Officer (until October 26, 2020) 254.9K 228.7K 6.7K 490.2K 0.00%
28 2020 Richard Adcock Chief Executive Officer and President 141.3K 67.8K 1.7K 210.9K 0.00%
29 2020 Richard Adcock Chief Executive Officer (appointed October 26, 2020) 141.3K 3.0K 144.3K 0.00%
30 2019 Barry J. Simon, M.D. President and Chief Administrative Officer 454.4K 16.0K 470.4K 0.00%
31 2019 Sonja Nelson Chief Financial Officer 345.2K 97.5K 21.8K 464.5K 0.00%
32 2019 Patrick Soon-Shiong, M.D., FRCS , FACS Executive Chairman and Chief Executive Officer (until October 26, 2020) 320.4K 11.2K 331.6K 0.00%
33 2019 Patrick Soon-Shiong, M.D., FRCS , FACS Chairman and Chief Executive Officer 320.4K 320.4K 0.00%
34 2018 Barry J. Simon, M.D. President and Chief Administrative Officer 454.4K 149.8K 418.0K 1.02M 40.89%
35 2018 Barry J. Simon, M.D President and Chief Administrative Officer 454.4K 149.8K 418.0K 1.02M 40.89%
36 2018 Sonja Nelson Chief Financial Officer 302.0K 101.9K 123.6K 418.0K 945.5K 57.28%
37 2018 Patrick Soon-Shiong, M.D., FRCS , FACS Chairman and Chief Executive Officer 638.4K 270.3K 908.7K 0.00%
38 2017 Patrick Soon-Shiong, M.D., FRCS , FACS Chairman and Chief Executive Officer 636.0K 636.0K 0.00%
39 2017 Barry J. Simon, M.D. President and Chief Administrative Officer 443.8K 443.8K 0.00%
40 2017 Barry J. Simon, M.D President and Chief Administrative Officer 443.8K 443.8K 0.00%
41 2017 Richard Tajak Chief Financial Officer 288.6K 288.6K 0.00%
42 2016 Patrick Soon-Shiong, M.D., FRCS , FACS Chairman and Chief Executive Officer 602.3K 602.3K 0.00%
43 2016 Sonja Nelson Chief Accounting Officer 167.3K 329.1K 496.4K 0.00%
44 2016 Barry J. Simon, M.D President and Chief Administrative Officer 420.3K 420.3K 0.00%
45 2016 Barry J. Simon, M.D. President and Chief Administrative Officer 420.3K 420.3K 0.00%
46 2015 Patrick Soon-Shiong, M.D., FRCS , FACS Chairman and Chief Executive Officer 1.00 300.0K 15.00M 132.23M 147.53M 99.80%
47 2015 Barry J. Simon, M.D President and Chief Administrative Officer 417.8K 177.8K 9.26M 11.40M 21.25M 97.20%
48 2015 Barry J. Simon, M.D President and Chief Operating Officer 417.8K 177.8K 9.26M 11.40M 21.25M 97.20%
49 2015 Angela Wilson Former Chief Financial Officer 53.0K 599.6K 1.3K 653.9K 91.70%
50 2014 Barry J. Simon, M.D President and Chief Operating Officer 443.5K 465.1K 439.3K 248.3K 1.60M 27.52%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-09 8-K
2026-04-06 8-K
2026-04-02 4
2026-03-31 8-K
2026-02-26 4

Executive team

NameTitleCompensationGender
Richard Gerald Adcock President, Chief Executive Officer & Director 2M male
Patrick Soon-Shiong FRCS Founder, Executive Chairman and Global Chief Scientific & Medical Officer 1M
David C. Sachs Chief Financial Officer 902.2K male
Regan J. Lauer Chief Accounting Officer 522.5K female
Leonard S. Sender Chief Medical Officer of Liquid Tumors & Cell Therapy
Manju Saxena Senior Vice President of Product Development & Cell Therapy Program
Sandeep K. Reddy Chief Medical Officer
Barry J. Simon Chief Corporation Affairs Officer & Director
Sarah Singleton Chief Communications Officer & Head of Patient Advocacy female
Emily Arison Senior Vice President of Human Resources female
Enrique Diloné Chief Technology Officer
Hans Georg Klingemann Chief Science Officer of Cellular
ESG Rating
B
BIOTECHNOLOGY
2026
E (Environmental)
57.4 / 56.3
Company / Sector avg.
S (Social)
66.6 / 62.4
Company / Sector avg.
G (Governance)
65.6 / 60.9
Company / Sector avg.
ESG Total
63.2 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-03-06 2023-04-17 Daniel Goldman NY10 Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits