Disclosed positions

Estimated from their latest filings — positions may have changed since

$189.91M

combined est. value

Stock	Shares	Price	Value	Weight	As of
LQDALiquidia Corp	1,273,800	$79.47	$101.23M	53%	2026-06-16
VRCAVerrica Pharmaceuticals Inc.	7,306,561	$5.86	$42.82M	23%	2025-11-25
CADLCandel Therapeutics, Inc.	2,763,527	$9.88	$27.30M	14%	2026-02-23
TSHATaysha Gene Therapies, Inc.	2,841,704	$6.53	$18.56M	10%	2025-05-30

LQDA

Liquidia Corp

$101.23M

1,273,800 sh

VRCA

Verrica Pharmaceuticals Inc.

$42.82M

7,306,561 sh

CADL

Candel Therapeutics, Inc.

$27.30M

2,763,527 sh

TSHA

Taysha Gene Therapies, Inc.

$18.56M

2,841,704 sh

Activity

Open-market buy & sell volume

BuySell

Total +$22.57M bought · −$31.74M sold

Most bought

VRCA

$17.51M

CADL

$3.00M

TSHA

$2.06M

All filings on record

Every Form 4 transaction we track for this filer

all 18buys 4sells 9

Stock	Transaction	Date	~6mo later
LQDALiquidia Corp	Grant — · 5,882 sh	2026-06-16	—
LQDALiquidia Corp	Sell $812.3K · 12,610 sh	2026-06-04	—
LQDALiquidia Corp	Sell $4.36M · 68,265 sh	2026-06-04	—
LQDALiquidia Corp	Sell $1.20M · 19,125 sh	2026-06-04	—
LQDALiquidia Corp	Sell $5.69M · 88,487 sh	2026-06-04	—
LQDALiquidia Corp	Sell $726.8K · 11,513 sh	2026-06-04	—
CADLCandel Therapeutics, Inc.	Buy $3.00M · 550,458 sh	2026-02-23	in progress
LQDALiquidia Corp	Other $2.35M · 55,116 sh	2026-02-11	—
LQDALiquidia Corp	Other $2.35M · 55,116 sh	2026-02-11	—
VRCAVerrica Pharmaceuticals Inc.	Buy $11.67M · 2,750,762 sh	2025-11-25	+17.6%
VRCAVerrica Pharmaceuticals Inc.	Buy $5.84M · 1,375,380 sh	2025-11-25	+17.6%
LQDALiquidia Corp	Sell $2.16M · 74,230 sh	2025-09-02	—
LQDALiquidia Corp	Sell $7.28M · 254,038 sh	2025-09-02	—
LQDALiquidia Corp	Sell $5.20M · 188,232 sh	2025-08-29	—
LQDALiquidia Corp	Sell $4.31M · 154,337 sh	2025-08-28	—
CADLCandel Therapeutics, Inc.	Grant $5.00M · 1,070,663 sh	2025-06-25	—
LQDALiquidia Corp	Grant — · 18,396 sh	2025-06-17	—
TSHATaysha Gene Therapies, Inc.	Buy $2.06M · 750,000 sh	2025-05-30	+48.0%

LQDAGrant

2026-06-16 · Liquidia Corp

5,882

—

LQDASell

2026-06-04 · Liquidia Corp

$812.3K

—

LQDASell

2026-06-04 · Liquidia Corp

$4.36M

—

LQDASell

2026-06-04 · Liquidia Corp

$1.20M

—

LQDASell

2026-06-04 · Liquidia Corp

$5.69M

—

LQDASell

2026-06-04 · Liquidia Corp

$726.8K

—

CADLBuy

2026-02-23 · Candel Therapeutics, Inc.

$3.00M

in progress

LQDAOther

2026-02-11 · Liquidia Corp

$2.35M

—

LQDAOther

2026-02-11 · Liquidia Corp

$2.35M

—

VRCABuy

2025-11-25 · Verrica Pharmaceuticals Inc.

$11.67M

+17.6%

VRCABuy

2025-11-25 · Verrica Pharmaceuticals Inc.

$5.84M

+17.6%

LQDASell

2025-09-02 · Liquidia Corp

$2.16M

—

LQDASell

2025-09-02 · Liquidia Corp

$7.28M

—

LQDASell

2025-08-29 · Liquidia Corp

$5.20M

—

LQDASell

2025-08-28 · Liquidia Corp

$4.31M

—

CADLGrant

2025-06-25 · Candel Therapeutics, Inc.

$5.00M

—

LQDAGrant

2025-06-17 · Liquidia Corp

18,396

—

TSHABuy

2025-05-30 · Taysha Gene Therapies, Inc.

$2.06M

+48.0%

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.