Insider transactions

EDGAR

Heartflow, Inc.

Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.

A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.

Window: transactions dated on or after 2025-11-15.

Open-market purchases (code P)
1 transactions, 40,000 shares
Sum of shares × price per share: 1,053,680
Open-market sales (code S)
20 transactions, 370,525 shares
Sum of shares × price per share: 17,849,225.7055

Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.

Showing 1–50 of 62

Insider transactions, newest first, as filed on SEC Forms 3, 4 and 5
DateReporting ownerCodeAcquired or disposedSharesPrice per share, as filedValue (derived)Shares owned afterDirect or indirectRule 10b5-1 boxNotesSource
2026-11-10 Filed 2026-11-10Farquhar John C.M. Director · Officer: Chief Executive Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)15,6202.22
34,676.4

Derived: shares × price per share. Exact value 34676.40.

290,883Direct (D) Yes
F2
  • F2 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
Open filing 0001464521-26-000168 Read from the filing’s XML Dispute this row
2026-11-10 Filed 2026-11-10Farquhar John C.M. Director · Officer: Chief Executive Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)38,90055.74
2,168,286

Derived: shares × price per share. Exact value 2168286.00.

251,983Direct (D) Yes
F3
  • F3 Includes the sale of 23,280 shares of common stock held and the option exercise and sale of 15,620 shares reported on this Form 4 that were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on September 12, 2025.
Open filing 0001464521-26-000168 Read from the filing’s XML Dispute this row
2026-11-10 Filed 2026-11-10Farquhar John C.M. Director · Officer: Chief Executive Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Option — underlying Common Stock (15,620) — exercise price 2.22
Disposed (D)15,6200—1,969,017Direct (D) Yes
F2, F4
  • F2 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
  • F4 The option vests and becomes exercisable in monthly installments until July 1, 2027, subject to continued service through the applicable vesting date.
Open filing 0001464521-26-000168 Read from the filing’s XML Dispute this row
2026-11-09 Filed 2026-11-10Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)3,58753.15
190,649.05

Derived: shares × price per share. Exact value 190649.05.

149,587Direct (D) Yes
F2
  • F2 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
Open filing 0001464521-26-000166 Read from the filing’s XML Dispute this row
2026-11-06 Filed 2026-11-10Jones Marie L. Officer: Chief Accounting Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock.
Disposed (D)56852.40
29,763.2

Derived: shares × price per share. Exact value 29763.20.

32,403Direct (D) No
F2
  • F2 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000161 Read from the filing’s XML Dispute this row
2026-11-06 Filed 2026-11-10Verghese Vikram Officer: Chief Financial Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock.
Disposed (D)2,00952.40
105,271.6

Derived: shares × price per share. Exact value 105271.60.

153,174Direct (D) Yes
F1
  • F1 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000166 Read from the filing’s XML Dispute this row
2026-11-06 Filed 2026-11-10Rogers Campbell Officer: Chief Medical Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)2,27052.40
118,948

Derived: shares × price per share. Exact value 118948.00.

71,183Direct (D) No
F1
  • F1 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000163 Read from the filing’s XML Dispute this row
2026-11-06 Filed 2026-11-10Farquhar John C.M. Director · Officer: Chief Executive Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)7,75152.40
406,152.4

Derived: shares × price per share. Exact value 406152.40.

275,263Direct (D) Yes
F1
  • F1 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000168 Read from the filing’s XML Dispute this row
2026-10-22 Filed 2026-10-26Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)12,3298.33
102,700.57

Derived: shares × price per share. Exact value 102700.57.

92,285Direct (D) Yes
F1
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
Open filing 0001464521-26-000156 Read from the filing’s XML Dispute this row
2026-10-22 Filed 2026-10-26Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)5,1012.22
11,324.22

Derived: shares × price per share. Exact value 11324.22.

97,386Direct (D) Yes
F1
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
Open filing 0001464521-26-000156 Read from the filing’s XML Dispute this row
2026-10-22 Filed 2026-10-26Rogers Campbell Officer: Chief Medical Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)23,93355.01
1,316,554.33

Derived: shares × price per share. Exact value 1316554.33.

73,453Direct (D) Yes
F2
  • F2 Includes the sale of 6,503 shares of common stock held and the option exercise and sale of 17,430 shares reported on this Form 4 that were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
Open filing 0001464521-26-000156 Read from the filing’s XML Dispute this row
2026-10-22 Filed 2026-10-26Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Option — underlying Common Stock (12,329) — exercise price 8.33
Disposed (D)12,3290—19,127Direct (D) Yes
F1, F3
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
  • F3 These stock options are fully exercisable.
Open filing 0001464521-26-000156 Read from the filing’s XML Dispute this row
2026-10-22 Filed 2026-10-26Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Option — underlying Common Stock (5,101) — exercise price 2.22
Disposed (D)5,1010—65,682Direct (D) Yes
F1, F4
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
  • F4 The option vests and becomes exercisable in monthly installments until July 1, 2027, subject to continued service through the applicable vesting date.
Open filing 0001464521-26-000156 Read from the filing’s XML Dispute this row
2026-10-12 Filed 2026-10-14Farquhar John C.M. Director · Officer: Chief Executive Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)38,90049.568
1,928,195.2

Derived: shares × price per share. Exact value 1928195.200.

283,014Direct (D) Yes
F1, F2
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
  • F2 This transaction was executed in multiple trades at price ranging from $49.52 to $50.00. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000154 Read from the filing’s XML Dispute this row
2026-09-18 Filed 2026-09-21Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)12,3298.33
102,700.57

Derived: shares × price per share. Exact value 102700.57.

98,788Direct (D) Yes
F1
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
Open filing 0001464521-26-000152 Read from the filing’s XML Dispute this row
2026-09-18 Filed 2026-09-21Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)8502.22
1,887

Derived: shares × price per share. Exact value 1887.00.

99,638Direct (D) Yes
F1
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
Open filing 0001464521-26-000152 Read from the filing’s XML Dispute this row
2026-09-18 Filed 2026-09-21Rogers Campbell Officer: Chief Medical Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)19,68250.15
987,052.3

Derived: shares × price per share. Exact value 987052.30.

79,956Direct (D) Yes
F2
  • F2 Includes the sale of 6,503 shares of common stock held and the option exercise and sale of 13,179 shares reported on this Form 4 that were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
Open filing 0001464521-26-000152 Read from the filing’s XML Dispute this row
2026-09-18 Filed 2026-09-21Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Option — underlying Common Stock (12,329) — exercise price 8.33
Disposed (D)12,3290—31,456Direct (D) Yes
F1, F3
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
  • F3 These stock options are fully exercisable.
Open filing 0001464521-26-000152 Read from the filing’s XML Dispute this row
2026-09-18 Filed 2026-09-21Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Option — underlying Common Stock (850) — exercise price 2.22
Disposed (D)8500—70,783Direct (D) Yes
F1, F4
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on June 16, 2026.
  • F4 The option vests and becomes exercisable in monthly installments until July 1, 2027, subject to continued service through the applicable vesting date.
Open filing 0001464521-26-000152 Read from the filing’s XML Dispute this row
2026-09-18 Filed 2026-09-18Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)16,76650.7531
850,926.4746

Derived: shares × price per share. Exact value 850926.4746.

155,183Direct (D) Yes
F1, F3
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
  • F3 This transaction was executed in multiple trades at price ranging from $50.00 to $52.11. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000149 Read from the filing’s XML Dispute this row
2026-09-17 Filed 2026-09-18Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)7,57950.1142
379,815.5218

Derived: shares × price per share. Exact value 379815.5218.

171,949Direct (D) Yes
F1, F2
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
  • F2 This transaction was executed in multiple trades at price ranging from $50.00 to $50.29. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000149 Read from the filing’s XML Dispute this row
2026-09-15 Filed 2026-09-15Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)66850.012
33,408.016

Derived: shares × price per share. Exact value 33408.016.

179,528Direct (D) Yes
F1, F4
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
  • F4 This transaction was executed in multiple trades at price ranging from $50.00 to $50.04. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000147 Read from the filing’s XML Dispute this row
2026-09-14 Filed 2026-09-15Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)4,59350.2381
230,743.5933

Derived: shares × price per share. Exact value 230743.5933.

180,196Direct (D) Yes
F1, F3
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
  • F3 This transaction was executed in multiple trades at price ranging from $50.00 to $50.62. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000147 Read from the filing’s XML Dispute this row
2026-09-11 Filed 2026-09-15Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)29,71450.0592
1,487,459.0688

Derived: shares × price per share. Exact value 1487459.0688.

184,789Direct (D) Yes
F1, F2
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
  • F2 This transaction was executed in multiple trades at price ranging from $50.06 to $50.18. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000147 Read from the filing’s XML Dispute this row
2026-09-11 Filed 2026-09-14Farquhar John C.M. Director · Officer: Chief Executive Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)3,89050.00
194,500

Derived: shares × price per share. Exact value 194500.00.

321,914Direct (D) Yes
F1
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
Open filing 0001464521-26-000145 Read from the filing’s XML Dispute this row
2026-09-10 Filed 2026-09-14Farquhar John C.M. Director · Officer: Chief Executive Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)35,01046.4183
1,625,104.683

Derived: shares × price per share. Exact value 1625104.6830.

325,804Direct (D) Yes
F1, F2
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
  • F2 This transaction was executed in multiple trades at price ranging from $45.43 to $47.78. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000145 Read from the filing’s XML Dispute this row
2026-09-08 Filed 2026-11-10Jones Marie L. Officer: Chief Accounting Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock.
Acquired (A)79519.70
15,661.5

Derived: shares × price per share. Exact value 15661.50.

32,971Direct (D) No
F1
  • F1 These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c).
Open filing 0001464521-26-000161 Read from the filing’s XML Dispute this row
2026-09-08 Filed 2026-09-10Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)6,64050.0319
332,211.816

Derived: shares × price per share. Exact value 332211.8160.

214,503Direct (D) Yes
F1, F2
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
  • F2 This transaction was executed in multiple trades at price ranging from $50.00 to $50.12. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000143 Read from the filing’s XML Dispute this row
2026-09-03 Filed 2026-09-04Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)27,54049.6903
1,368,470.862

Derived: shares × price per share. Exact value 1368470.8620.

221,143Direct (D) Yes
F1, F2
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
  • F2 This transaction was executed in multiple trades at price ranging from $48.22 to $50.80. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Open filing 0001464521-26-000141 Read from the filing’s XML Dispute this row
2026-09-02 Filed 2026-09-04Verghese Vikram Officer: Chief Financial Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock.
Disposed (D)5,87650.60
297,325.6

Derived: shares × price per share. Exact value 297325.60.

248,683Direct (D) Yes
F1
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2026.
Open filing 0001464521-26-000141 Read from the filing’s XML Dispute this row
2026-08-21 Filed 2026-08-25Farquhar John C.M. Director · Officer: Chief Executive Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)27,23050.00
1,361,500

Derived: shares × price per share. Exact value 1361500.00.

360,814Direct (D) Yes
F1
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
Open filing 0001464521-26-000139 Read from the filing’s XML Dispute this row
2026-08-18 Filed 2026-08-20Farquhar John C.M. Director · Officer: Chief Executive Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)32,67645.00
1,470,420

Derived: shares × price per share. Exact value 1470420.00.

388,044Direct (D) Yes
F1
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
Open filing 0001464521-26-000137 Read from the filing’s XML Dispute this row
2026-08-17 Filed 2026-08-19Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)9,21919.00
175,161

Derived: shares × price per share. Exact value 175161.00.

95,678Direct (D) Yes
F1
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on December 12, 2025.
Open filing 0001464521-26-000135 Read from the filing’s XML Dispute this row
2026-08-17 Filed 2026-08-19Rogers Campbell Officer: Chief Medical Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)9,21941.23
380,099.37

Derived: shares × price per share. Exact value 380099.37.

86,459Direct (D) Yes
F1
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on December 12, 2025.
Open filing 0001464521-26-000135 Read from the filing’s XML Dispute this row
2026-08-17 Filed 2026-08-19Rogers Campbell Officer: Chief Medical Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Options — underlying Common Stock (9,219) — exercise price 19.00
Disposed (D)9,2190—82,972Direct (D) Yes
F1, F2
  • F1 The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on December 12, 2025.
  • F2 The option vests and becomes exercisable in monthly installments until August 7, 2029, subject to continued service through the applicable vesting date.
Open filing 0001464521-26-000135 Read from the filing’s XML Dispute this row
2026-08-14 Filed 2026-08-18Farquhar John C.M. Director · Officer: Chief Executive Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)15,56039.06
607,773.6

Derived: shares × price per share. Exact value 607773.60.

420,720Direct (D) Yes
F1
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
Open filing 0001464521-26-000133 Read from the filing’s XML Dispute this row
2026-08-10 Filed 2026-08-12Farquhar John C.M. Director · Officer: Chief Executive Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)22,56228.31
638,730.22

Derived: shares × price per share. Exact value 638730.22.

436,280Direct (D) Yes
F1
  • F1 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 12, 2025.
Open filing 0001464521-26-000127 Read from the filing’s XML Dispute this row
2026-08-07 Filed 2026-08-10Verghese Vikram Officer: Chief Financial Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock.
Disposed (D)47328.82
13,631.86

Derived: shares × price per share. Exact value 13631.86.

254,559Direct (D) No
F2
  • F2 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000121 Read from the filing’s XML Dispute this row
2026-08-07 Filed 2026-08-10Jones Marie L. Officer: Chief Accounting Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock.
Disposed (D)8228.82
2,363.24

Derived: shares × price per share. Exact value 2363.24.

32,176Direct (D) No
F2
  • F2 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000123 Read from the filing’s XML Dispute this row
2026-08-07 Filed 2026-08-10Rogers Campbell Officer: Chief Medical Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)63728.82
18,358.34

Derived: shares × price per share. Exact value 18358.34.

86,459Direct (D) No
F1
  • F1 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000119 Read from the filing’s XML Dispute this row
2026-08-07 Filed 2026-08-10Farquhar John C.M. Director · Officer: Chief Executive Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)1,90428.82
54,873.28

Derived: shares × price per share. Exact value 54873.28.

458,842Direct (D) No
F1
  • F1 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000117 Read from the filing’s XML Dispute this row
2026-08-06 Filed 2026-08-10Verghese Vikram Officer: Chief Financial Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock.
Disposed (D)1,53727.19
41,791.03

Derived: shares × price per share. Exact value 41791.03.

255,032Direct (D) No
F2
  • F2 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000121 Read from the filing’s XML Dispute this row
2026-08-06 Filed 2026-08-10Jones Marie L. Officer: Chief Accounting Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock.
Disposed (D)48627.19
13,214.34

Derived: shares × price per share. Exact value 13214.34.

32,258Direct (D) No
F2
  • F2 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000123 Read from the filing’s XML Dispute this row
2026-08-06 Filed 2026-08-10Rogers Campbell Officer: Chief Medical Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)1,63527.19
44,455.65

Derived: shares × price per share. Exact value 44455.65.

87,096Direct (D) No
F1
  • F1 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000119 Read from the filing’s XML Dispute this row
2026-08-06 Filed 2026-08-10Farquhar John C.M. Director · Officer: Chief Executive Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)5,84727.19
158,979.93

Derived: shares × price per share. Exact value 158979.93.

460,746Direct (D) No
F1
  • F1 Represents shares that have been retained by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock units previously reported.
Open filing 0001464521-26-000117 Read from the filing’s XML Dispute this row
2026-07-30 Filed 2026-07-31Farquhar John C.M. Director · Officer: Chief Executive Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)2,7898.33
23,232.37

Derived: shares × price per share. Exact value 23232.37.

438,162Direct (D) No— Open filing 0001464521-26-000115 Read from the filing’s XML Dispute this row
2026-07-30 Filed 2026-07-31Farquhar John C.M. Director · Officer: Chief Executive Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)18,6942.22
41,500.68

Derived: shares × price per share. Exact value 41500.68.

456,856Direct (D) No— Open filing 0001464521-26-000115 Read from the filing’s XML Dispute this row
2026-07-30 Filed 2026-07-31Farquhar John C.M. Director · Officer: Chief Executive Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)9,7379.58
93,280.46

Derived: shares × price per share. Exact value 93280.46.

466,593Direct (D) No— Open filing 0001464521-26-000115 Read from the filing’s XML Dispute this row
2026-07-30 Filed 2026-07-31Farquhar John C.M. Director · Officer: Chief Executive Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Option — underlying Common Stock (18,694) — exercise price 2.22
Disposed (D)18,6940—1,984,637Direct (D) No
F1
  • F1 The option vests and becomes exercisable in monthly installments until July 1, 2027, subject to continued service through the applicable vesting date.
Open filing 0001464521-26-000115 Read from the filing’s XML Dispute this row
2026-07-30 Filed 2026-07-31Farquhar John C.M. Director · Officer: Chief Executive Officer
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Option — underlying Common Stock (2,789) — exercise price 8.33
Disposed (D)2,7890—65,703Direct (D) No
F2
  • F2 These stock options are fully exercisable.
Open filing 0001464521-26-000115 Read from the filing’s XML Dispute this row

Institutional holders (Form 13F)

Quarter ending 2026-09-30: 6,203 filings read, the latest filed 2026-11-12. Prior quarter ending 2026-06-30: 7,359 filings read.

Showing 1–50 of 137

Institutional holders, largest position first, as filed
ManagerShares or principalValue as filedChange from the prior quarterSource
FMR LLC Partly reported under another manager5,491,275 SH273,190,930 dollarsHigher by 670,331 Prior quarter: 4,820,944Open filing 0000315066-26-002964 Filed 2026-11-10 Dispute this row
Invesco Ltd. Partly reported under another manager2,693,251 SH133,989,238 dollarsHigher by 394,533 Prior quarter: 2,298,718Open filing 0000914208-26-000462 Filed 2026-11-12 Dispute this row
GEODE CAPITAL MANAGEMENT, LLC Partly reported under another manager1,817,385 SH90,431,957 dollarsHigher by 456,994 Prior quarter: 1,360,391Open filing 0001214717-26-000012 Filed 2026-11-06 Dispute this row
STATE STREET CORP Partly reported under another manager1,733,396 SH86,236,451 dollarsHigher by 267,501 Prior quarter: 1,465,895Open filing 0000093751-26-000747 Filed 2026-11-12 Dispute this row
Nuveen, LLC Partly reported under another manager1,405,248 SH69,911,088 dollarsHigher by 52,080 Prior quarter: 1,353,168Open filing 0000930413-26-003284 Filed 2026-11-10 Dispute this row
FRANKLIN TEMPLETON INC Partly reported under another manager1,102,885 SH62,390,204 dollarsHigher by 285,184 Prior quarter: 817,701Open filing 0000038777-26-000291 Filed 2026-11-12 Dispute this row
RENAISSANCE TECHNOLOGIES LLC Partly reported under another manager993,900 SH49,446,525 dollarsHigher by 611,200 Prior quarter: 382,700Open filing 0001037389-26-000062 Filed 2026-11-12 Dispute this row
UBS Group AG Partly reported under another manager847,278 SH42,152,081 dollarsLower by 128,232 Prior quarter: 975,510Open filing 0001610520-26-000121 Filed 2026-11-10 Dispute this row
BNP PARIBAS FINANCIAL MARKETS Partly reported under another manager574,671 SH28,589,882 dollarsHigher by 63,148 Prior quarter: 511,523Open filing 0001166588-26-000012 Filed 2026-11-12 Dispute this row
VOYA INVESTMENT MANAGEMENT LLC Partly reported under another manager545,795 SH27,153,302 dollarsLower by 187,388 Prior quarter: 733,183Open filing 0001068837-26-000006 Filed 2026-11-10 Dispute this row
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Partly reported under another manager476,509 SH23,706,323 dollarsLower by 22,303 Prior quarter: 498,812Open filing 0000912938-26-001073 Filed 2026-11-12 Dispute this row
FEDERATED HERMES, INC. Partly reported under another manager394,190 SH19,610,952 dollarsNot in the prior quarter’s filings read Open filing 0001623632-26-001675 Filed 2026-11-12 Dispute this row
Champlain Investment Partners, LLC 380,137 SH18,911,816 dollarsLower by 353,470 Prior quarter: 733,607Open filing 0001315478-26-000027 Filed 2026-11-12 Dispute this row
JPMORGAN CHASE CO Partly reported under another manager374,656 SH18,876,148 dollarsLower by 66,581 Prior quarter: 441,237Open filing 0000019617-26-000404 Filed 2026-11-12 Dispute this row
MG PLC Partly reported under another manager319,558 SH15,977,900 dollarsNot in the prior quarter’s filings read Open filing 0001193125-26-446555 Filed 2026-11-04 Dispute this row
Bank of New York Mellon Corp Partly reported under another manager302,658 SH15,057,273 dollarsLower by 348,191 Prior quarter: 650,849Open filing 0001390777-26-000121 Filed 2026-11-05 Dispute this row
Squarepoint Ops LLC Partly reported under another manager246,207 SH12,248,798 dollarsHigher by 159,155 Prior quarter: 87,052Open filing 0001642575-26-000012 Filed 2026-11-09 Dispute this row
DEUTSCHE BANK AG\ Partly reported under another manager209,739 SH10,434,516 dollarsHigher by 130,659 Prior quarter: 79,080Open filing 0000948046-26-000083 Filed 2026-11-06 Dispute this row
Temasek Holdings (Private) Ltd Partly reported under another manager201,610 SH10,030,098 dollarsHigher by 43,966 Prior quarter: 157,644Open filing 0001021944-26-000015 Filed 2026-10-28 Dispute this row
SEI INVESTMENTS CO Partly reported under another manager165,440 SH8,230,652 dollarsHigher by 2,431 Prior quarter: 163,009Open filing 0000350894-26-000059 Filed 2026-11-10 Dispute this row
Lisanti Capital Growth, LLC 155,295 SH7,725,926 dollarsLower by 34,380 Prior quarter: 189,675Open filing 0001424467-26-000004 Filed 2026-11-05 Dispute this row
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 151,821 SH7,231,243 dollarsNot in the prior quarter’s filings read Open filing 0001214659-26-012804 Filed 2026-10-13 Dispute this row
BARCLAYS PLC Partly reported under another manager147,764 SH7,351,259 dollarsHigher by 122,953 Prior quarter: 24,811Open filing 0000312069-26-000241 Filed 2026-11-06 Dispute this row
Swiss National Bank 135,200 SH6,726,200 dollarsHigher by 57,800 Prior quarter: 77,400Open filing 0001582202-26-000008 Filed 2026-11-12 Dispute this row
Universal- Beteiligungs- und Servicegesellschaft mbH Partly reported under another manager115,041 SH5,723,292 dollarsHigher by 59,874 Prior quarter: 55,167Open filing 0002057170-26-000022 Filed 2026-11-10 Dispute this row
BROWN CAPITAL MANAGEMENT LLC 101,190 SH5,034,203 dollarsHigher by 19,099 Prior quarter: 82,091Open filing 0001398344-26-018883 Filed 2026-10-27 Dispute this row
RHUMBLINE ADVISERS 98,571 SH4,903,898 dollarsHigher by 4,751 Prior quarter: 93,820Open filing 0001115418-26-000015 Filed 2026-11-10 Dispute this row
BCWM, LLC 89,960 SH4,475,510 dollarsHigher by 58,082 Prior quarter: 31,878Open filing 0001542165-26-000004 Filed 2026-11-12 Dispute this row
RAYMOND JAMES FINANCIAL INC Partly reported under another manager80,971 SH4,028,308 dollarsNot in the prior quarter’s filings read Open filing 0000720005-26-000081 Filed 2026-11-12 Dispute this row
Ensign Peak Advisors, Inc 68,058 SH3,385,886 dollarsHigher by 3,456 Prior quarter: 64,602Open filing 0001454984-26-000011 Filed 2026-11-12 Dispute this row
XXEC, Inc. 60,040 SH2,986,990 dollarsLower by 539,154 Prior quarter: 599,194Open filing 0001828822-26-000008 Filed 2026-11-05 Dispute this row
TFC Financial Management, Inc. 55,598 SH2,766,001 dollarsUnchanged Prior quarter: 55,598Open filing 0001398344-26-018740 Filed 2026-10-26 Dispute this row
BLAIR WILLIAM CO/IL 50,775 SH2,526,056 dollarsLower by 51,707 Prior quarter: 102,482Open filing 0001104659-26-124894 Filed 2026-11-10 Dispute this row
Quantbot Technologies LP Partly reported under another manager45,736 SH2,275,366 dollarsHigher by 4,608 Prior quarter: 41,128Open filing 0001512991-26-000007 Filed 2026-11-12 Dispute this row
JANE STREET GROUP, LLC Option: Call Partly reported under another manager45,500 SH2,263,625 dollarsHigher by 20,700 Prior quarter: 24,800Open filing 0001595888-26-000162 Filed 2026-11-12 Dispute this row
IMC-Chicago, LLC Option: Call 45,000 SH2,238,750 dollarsHigher by 3,200 Prior quarter: 41,800Open filing 0001452861-26-000007 Filed 2026-11-05 Dispute this row
OSAIC HOLDINGS, INC. Partly reported under another manager44,651 SH2,221,246 dollarsHigher by 43,507 Prior quarter: 1,144Open filing 0001677044-26-000011 Filed 2026-11-12 Dispute this row
FIRST TRUST ADVISORS LP 38,810 SH1,930,797 dollarsNot in the prior quarter’s filings read Open filing 0001445546-26-008622 Filed 2026-11-12 Dispute this row
PANAGORA ASSET MANAGEMENT INC 35,056 SH1,744,036 dollarsNot in the prior quarter’s filings read Open filing 0000883677-26-000011 Filed 2026-11-12 Dispute this row
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Partly reported under another manager33,840 SH1,684 dollarsNot in the prior quarter’s filings read Open filing 0000714142-26-000004 Filed 2026-11-10 Dispute this row
LOS ANGELES CAPITAL MANAGEMENT LLC 32,745 SH1,629,065 dollarsHigher by 24,534 Prior quarter: 8,211Open filing 0001177206-26-000010 Filed 2026-11-12 Dispute this row
CITIGROUP INC Partly reported under another manager32,515 SH1,617,621 dollarsLower by 60,697 Prior quarter: 93,212Open filing 0000831001-26-000052 Filed 2026-11-04 Dispute this row
Handelsbanken Fonder AB Partly reported under another manager31,000 SH1,542 dollarsNot in the prior quarter’s filings read Open filing 0001398318-26-000012 Filed 2026-11-09 Dispute this row
STRS OHIO 26,100 SH1,298,475 dollarsNot in the prior quarter’s filings read Open filing 0000820478-26-000018 Filed 2026-10-30 Dispute this row
FOX RUN MANAGEMENT, L.L.C. 25,159 SH1,251,660 dollarsNot in the prior quarter’s filings read Open filing 0001420506-26-002585 Filed 2026-11-12 Dispute this row
State of New Jersey Common Pension Fund D 25,062 SH1,246,835 dollarsNot in the prior quarter’s filings read Open filing 0001483066-26-000007 Filed 2026-11-05 Dispute this row
BRIDGES INVESTMENT MANAGEMENT INC Partly reported under another manager23,869 SH1,187,483 dollarsUnchanged Prior quarter: 23,869Open filing 0001007295-26-000012 Filed 2026-11-10 Dispute this row
Quent Capital, LLC Partly reported under another manager23,500 SH1,231,400 dollarsHigher by 3,500 Prior quarter: 20,000Open filing 0001912338-26-000010 Filed 2026-11-09 Dispute this row
JANE STREET GROUP, LLC Option: Put Partly reported under another manager22,900 SH1,139,275 dollarsNot in the prior quarter’s filings read Open filing 0001595888-26-000162 Filed 2026-11-12 Dispute this row
Police Firemen's Retirement System of New Jersey Partly reported under another manager21,199 SH1,054,650 dollarsLower by 2,514 Prior quarter: 23,713Open filing 0002040686-26-000007 Filed 2026-11-09 Dispute this row
Managers in the prior quarter with no filing read for the latest

They may simply not have filed yet: absent from the latest quarter’s filings read is not the same as a position sold.

  • Bain Capital Life Sciences Investors, LLC 8,448,158 SH
  • WELLINGTON MANAGEMENT GROUP LLP 7,864,226 SH
  • BlackRock, Inc. 5,197,747 SH
  • VANGUARD PORTFOLIO MANAGEMENT LLC 3,584,428 SH
  • BAMCO INC /NY/ 3,225,133 SH
  • VANGUARD CAPITAL MANAGEMENT LLC 2,753,206 SH
  • Jupiter Topco LLC 2,419,336 SH
  • ALLIANCEBERNSTEIN L.P. 1,924,268 SH
  • Point72 Asset Management, L.P. 1,721,279 SH
  • SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1,694,651 SH
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,465,650 SH
  • MORGAN STANLEY 1,054,889 SH
  • BNP PARIBAS ASSET MANAGEMENT Holding S.A. 931,160 SH
  • MILLENNIUM MANAGEMENT LLC 922,893 SH
  • 12 West Capital Management LP 902,500 SH
  • CITADEL ADVISORS LLC 799,883 SH
  • NEXT CENTURY GROWTH INVESTORS LLC 671,404 SH
  • NZS Capital, LLC 656,014 SH
  • EVENTIDE ASSET MANAGEMENT, LLC 636,942 SH
  • GOLDMAN SACHS GROUP INC 607,387 SH
  • Catalio Capital Management, LP 583,055 SH
  • Rock Springs Capital Management LP 573,500 SH
  • BANK OF AMERICA CORP /DE/ 567,030 SH
  • FRED ALGER MANAGEMENT, LLC 539,160 SH
  • NORTHERN TRUST CORP 537,902 SH
  • Alyeska Investment Group, L.P. 350,000 SH
  • AQR CAPITAL MANAGEMENT LLC 303,220 SH
  • Walleye Capital LLC 298,568 SH
  • Sixth Street Partners Management Company, L.P. 297,254 SH
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC 297,254 SH
  • RTW INVESTMENTS, LP 295,000 SH
  • PRICE T ROWE ASSOCIATES INC /MD/ 238,268 SH
  • VANGUARD FIDUCIARY TRUST CO 235,809 SH
  • LORD, ABBETT CO. LLC 200,536 SH
  • EMERALD ADVISERS, LLC 154,196 SH
  • ROYAL BANK OF CANADA 145,773 SH
  • Brevan Howard Capital Management LP 136,584 SH
  • WELLS FARGO COMPANY/MN 118,330 SH
  • INTREPID FAMILY OFFICE LLC 110,000 SH
  • NEUBERGER BERMAN GROUP LLC 106,115 SH
  • AMERIPRISE FINANCIAL INC 104,017 SH
  • EMERALD MUTUAL FUND ADVISERS TRUST 94,099 SH
  • GILDER GAGNON HOWE CO LLC 88,615 SH
  • NEW YORK STATE COMMON RETIREMENT FUND 82,295 SH
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 77,366 SH
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP 76,400 SH
  • Quantinno Capital Management LP 75,587 SH
  • Burkehill Global Management, LP 65,000 SH
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 54,797 SH
  • PRUDENTIAL FINANCIAL INC 54,760 SH
  • Form 13F covers long positions in Section 13(f) securities only: no short positions and no securities outside that list.
  • A manager that has not yet filed for the latest quarter is absent, not at zero; filings are due up to 45 days after quarter end.
  • A change is the difference between two quarter-end snapshots, not a trade.
  • A position reported under another manager may also appear in that manager’s filing; rows are not added together.
  • Holdings the securities list cannot place with this company, or places ambiguously, are not shown.

5% holders (Schedule 13D and 13G)

Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.

5% holders, newest event first, as filed
HolderPercent of classShares heldEvent dateFormSource
Wellington Management Group LLP Common Stock10.79,232,829.0007/31/2026 Filed 2026-08-06SCHEDULE 13G/AAmendment 4Open filing 0000902219-26-000218 Dispute this row
Wellington Group Holdings LLP Common Stock10.79,232,829.0007/31/2026 Filed 2026-08-06SCHEDULE 13G/AAmendment 4Open filing 0000902219-26-000218 Dispute this row
Wellington Investment Advisors Holdings LLP Common Stock10.79,232,829.0007/31/2026 Filed 2026-08-06SCHEDULE 13G/AAmendment 4Open filing 0000902219-26-000218 Dispute this row
Wellington Management Company LLP Common Stock10.49,232,829.0007/31/2026 Filed 2026-08-06SCHEDULE 13G/AAmendment 4Open filing 0000902219-26-000218 Dispute this row
BCLS Fund III Investments, LP Common Stock, $0.001 par value per share9.808,448,15806/30/2026 Filed 2026-08-14SCHEDULE 13G/AAmendment 2Open filing 0001193125-26-350334 Dispute this row
Wellington Management Group LLP Common Stock9.17,864,226.0006/30/2026 Filed 2026-08-13SCHEDULE 13G/AAmendment 3Open filing 0000902219-26-000233 Dispute this row
Wellington Group Holdings LLP Common Stock9.17,864,226.0006/30/2026 Filed 2026-08-13SCHEDULE 13G/AAmendment 3Open filing 0000902219-26-000233 Dispute this row
Wellington Investment Advisors Holdings LLP Common Stock9.17,864,226.0006/30/2026 Filed 2026-08-13SCHEDULE 13G/AAmendment 3Open filing 0000902219-26-000233 Dispute this row
Wellington Management Company LLP Common Stock8.97,864,226.0006/30/2026 Filed 2026-08-13SCHEDULE 13G/AAmendment 3Open filing 0000902219-26-000233 Dispute this row
BlackRock, Inc. Common Stock5.74,934,92806/30/2026 Filed 2026-07-28SCHEDULE 13GOpen filing 0002012383-26-002517 Dispute this row
BCLS Fund III Investments, LP Common Stock, $0.001 par value per share12.1810,448,15803/31/2026 Filed 2026-05-15SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-226935 Dispute this row
Hayfin Management Holdings Limited Class A Common Stock, $0.001 par value0.7633,505.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Heartflow UK Limited Class A Common Stock, $0.001 par value0.6530,61002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Tourmaline LuxCo S.a.r.l. Class A Common Stock, $0.001 par value0.1102,895.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Healthcare Opportunities Fund GP S.a.r.l. Class A Common Stock, $0.001 par value0.7633,505.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Healthcare Opportunities Invest LP Class A Common Stock, $0.001 par value0.7633,505.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin SOF III GP S.a.r.l. Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Special Opportunities Fund III SCSp Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Hostplus GP Limited Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Hostplus LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Chief GP Limited Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Chief LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
SunHay GP Limited Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
SunHay LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Big Cypress GP Limited Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Big Cypress LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Hamilton GP Limited Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Hamilton LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Opal 2020 GP Limited Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Opal 2020 (A) LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Opal 2020 (B) LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin SOF II GP Limited Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Special Opportunities Fund II LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin SOF III AIV GP S.a.r.l. Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin AUS AIV LP - Hostplus Series Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Special Opportunities Fund III AIV LP Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin AUS AIV LP - AUS SOF III Series Class A Common Stock, $0.001 par value0.000.0002/06/2026 Filed 2026-05-11SCHEDULE 13G/AAmendment 1Open filing 0001193125-26-216536 Dispute this row
Hayfin Management Holdings Limited Class A Common Stock, $0.001 par value6.25,283,26409/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Heartflow UK Limited Class A Common Stock, $0.001 par value4.33,635,59709/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Tourmaline LuxCo S.a.r.l. Class A Common Stock, $0.001 par value1.91,647,66709/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Healthcare Opportunities Fund GP S.a.r.l. Class A Common Stock, $0.001 par value1.51,267,18109/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Healthcare Opportunities Invest LP Class A Common Stock, $0.001 par value1.51,267,18109/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin SOF III GP S.a.r.l. Class A Common Stock, $0.001 par value1.41,174,58009/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Special Opportunities Fund III SCSp Class A Common Stock, $0.001 par value1.41,174,58009/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Hostplus GP Limited Class A Common Stock, $0.001 par value0.1123,24309/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Hostplus LP Class A Common Stock, $0.001 par value0.1123,24309/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Chief GP Limited Class A Common Stock, $0.001 par value0.3236,80709/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
Hayfin Chief LP Class A Common Stock, $0.001 par value0.3236,80709/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
SunHay GP Limited Class A Common Stock, $0.001 par value0.3217,08609/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row
SunHay LP Class A Common Stock, $0.001 par value0.3217,08609/30/2025 Filed 2025-11-14SCHEDULE 13GOpen filing 0001193125-25-282850 Dispute this row

Percent is of the class the filing names, as the holder stated it. Members of a group each report the group’s shares, so rows are not added together.

What was read

1,813,069 filings read, dated 2004-06-14 to 2026-11-12: Forms 3, 3/A, 4, 4/A, 5, 5/A.

Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.

Filings read, by filing year
Filing yearFilings read
20151
2016204,322
2017202,494
2018202,048
2019193,638
2020144,184
2021224,474
202240,015
2023199,811
202484,357
2025235,518
202676,430

Filings made before the SEC required XML are listed, not extracted.

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