| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Lexeo Therapeutics Inc | |
|---|---|
| Ticker | LXEO |
| CIK # | 0001907108 |
| CUSIP | 52886X107 |
| Sector | Life Sciences - Biological Products, (No Disgnostic Substances) |
| Address | 345 Park Avenue South Floor 6, New York, NY 10010 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001907108] | 10-K | |
| [0001907108] | 10-Q | |
| [0001907108] | 3 | |
| [0001907108] | 4 | |
| [0001907108] | 8-K | |
| [0001907108] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Otero Jose Manuel
Common Stock
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2026-03-13 | Grant | 5,930 | $2.64 | 15,655 |
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Townsend Richard Nolan
Common Stock
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2026-03-13 | Grant | 2,623 | $2.64 | 6,925 |
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Townsend Richard Nolan
Common Stock
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2026-02-18 | Sell | 10,173 | $6.38 | 64,904 |
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Otero Jose Manuel
Common Stock
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2026-02-18 | Sell | 3,016 | $6.40 | 19,302 |
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Bhalla Narinder Pal
Stock Option (right to buy) · derivative
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2026-02-13 | Grant | 297,000 | $0.00 | |
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Bhalla Narinder Pal
Common Stock
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2026-02-13 | Grant | 49,500 | $0.00 | |
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Tamayo Louis Edward
Common Stock
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2026-02-04 | Grant | 44,665 | $0.00 | |
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Townsend Richard Nolan
Common Stock
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2026-02-04 | Grant | 161,665 | $0.00 | |
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Otero Jose Manuel
Common Stock
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2026-02-04 | Grant | 65,000 | $0.00 | |
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Townsend Richard Nolan
Stock Option (right to buy) · derivative
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2026-02-04 | Grant | 646,665 | $0.00 | |
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Otero Jose Manuel
Stock Option (right to buy) · derivative
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2026-02-04 | Grant | 260,000 | $0.00 | |
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Tamayo Louis Edward
Stock Option (right to buy) · derivative
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2026-02-04 | Grant | 226,665 | $0.00 | |
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Robertson Jenny
Common Stock
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2025-11-18 | Sell | 549 | $9.27 | 5,089 |
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Townsend Richard Nolan
Common Stock
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2025-11-18 | Sell | 1,127 | $9.27 | 10,447 |
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Common Stock
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2025-11-18 | Sell | 721 | $9.27 | 6,684 |
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Adler Eric
Common Stock
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2025-11-18 | Sell | 615 | $9.27 | 5,701 |
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See Tai Sandi
Common Stock
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2025-11-18 | Sell | 386 | $9.27 | 3,578 |
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Otero Jose Manuel
Common Stock
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2025-10-17 | Sell | 2,091 | $8.94 | 18,694 |
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See Tai Sandi
Common Stock
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2025-10-17 | Sell | 44 | $9.56 | 421 |
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See Tai Sandi
Common Stock
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2025-10-17 | Sell | 3,844 | $8.94 | 34,365 |
| showing 20 of 136 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 140 | 79,966,118 |
| 2025-12-31 | 146 | 76,466,587 |
| 2025-09-30 | 109 | 49,331,663 |
| 2025-06-30 | 90 | 42,224,484 |
| 2025-03-31 | 89 | 28,028,183 |
| 2024-12-31 | 91 | 29,519,192 |
| 2024-09-30 | 70 | 29,833,583 |
| 2024-06-30 | 60 | 26,571,038 |
| 2024-03-31 | 55 | 23,153,734 |
| 2023-12-31 | 32 | 16,184,080 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Hennion & Walsh Asset Management Inc | [2026-06-30] | SOLE | 265,697 | 265,697 |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 159 | 12,745 |
| Gamma Investing LLC | [2026-06-30] | DFND | 247 | 247 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 228 | 228 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 203 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 197 |
| Torren Management LLC | [2026-06-30] | SOLE | 0 | 178 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 172 | 172 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 159 | Prev | Page 1 | Next |