Stock Trading Canary

Data as of 6 Nov 2026

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COMPANY RESEARCH

Lyell Immunopharma, Inc.

LYEL · United States · Healthcare

Filing summary

Latest qualifying equity purchase · trade date 2026-11-04 · filer ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLC · published 2026-11-05

Verify source filing ↗ · Held 365-day filing window; a purchase code alone does not establish discretion.

Insider Signal

Snapshot: 06 Nov 2026 · 180-day research window

Data quality under review
Insider Signal
71.9 / 100
Research score, not a buy recommendation
Reported buyers
2
180-day scoring window
Net purchases
49.74m USD
180 days · purchases less sales
Latest disclosure
2026-11-05
Publication date
What stands out
  • 2 reported buyers participated in qualifying purchases during the last 180 days.
  • ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLC accounts for 50% of comparable reported purchase value; buyer breadth and value are different measures.
  • The share price fell 22.6% over 180 days; inspect disclosure dates before interpreting the purchases.

Price vs insider buying

LYEL · USD

● Purchase × Sale ◇ Public disclosure ▥ 15-day cluster ·

Circles and crosses mark trade dates; diamonds below the axis mark later public disclosures. The trade became public on its disclosure date. Prices are nearest-session closes, not insider execution prices. Marker sizes are not compared when values or currencies differ.

BULL VS BEAR

Two readings of this buying

The same filings, read two ways. Each line is a fact stored for this company with the number behind it, and appears only when that number crosses a fixed threshold. Neither side is a forecast and no winner is declared.

Where the evidence comes from

The two kinds of evidence disagree: the purchases themselves carry bull lines (large purchases, bought in the last two weeks), while share price and trading argue against (price down over six months). No data is held for: company actions.

  • The insider purchases themselvesBulllarge purchases, bought in the last two weeks Bearusual level for this company4 checked, under the threshold · 3 missing
  • Share price and tradingBearprice down over six months1 checked, under the threshold
  • Short sellers2 checked, under the threshold
  • Company results1 checked, under the threshold · 1 missing
  • Company actionsno data held

Bull case · the buying is informative

  • Net purchases of $49.7M equal 14% of the company's market value ($365.3M): large for the size of the business.
  • The latest purchase is 2 days old (2026-11-04). The buying is current, not left over from an earlier quarter.

Bear case · discount it

  • Buying at this level is normal here: 2 insiders bought in the previous 180 days and 2 in this one.
  • Share price and tradingThe share price is down 23% over six months (three months +3.7%, one month +69%) and stands 67% below its 52-week high. Insiders have bought into a fall the market has not reversed.

Evidence still missing

  • No buyer here has 5 or more completed earlier purchases on record, so there is no track record to weigh.
  • Only one reading of profitability is held (profit margin <0.01%). Whether earnings and cash flow are rising or falling needs the last two reports side by side.
  • The 10b5-1 box of these Form 4 filings has not been read, so whether the purchases followed a pre-arranged plan is not known.
  • Form 4 states the shares held after each trade. This site reads that from the SEC's quarterly data, which is published after a quarter ends, so it does not have it yet for these filings. Whether a purchase added 1% to a personal stake or doubled it is in the filing, not on this page.
Checked and under the threshold: 8, 2 close to it
  • BullAt most 2 insiders bought within any 15 days. Counted for the bull side from 3. close to the threshold
  • BearFINRA short interest on 2026-10-15 equals 7.8 days of average trading volume and 5.7% of the 24,505,141 shares outstanding, up 11% from the previous report. Counted for the bear side from 10 days, or from 10% of the shares outstanding. close to the threshold
  • BearThe largest buyer accounts for 50% of the value bought. Counted for the bear side from 80%.
  • BearInsiders sold $256k in the same 180 days, 0.51% of the amount bought. Counted for the bear side from 25%.
  • BearOver three months the share price changed +3.7% and the median of 224 Healthcare companies changed −19%: ahead by 22 points. Counted for the bear side from 20 points behind.
  • BearOver the last 5 trading days to 2026-11-06, 48% of this stock's off-exchange volume was sold short; over the 60 days before, 51%. The market's median is 47%. This is trading volume, not a position: a market maker who sells short and covers the same day is counted, so about half of all volume is short on an ordinary day. It is shown for comparison and counts for neither side.
  • BearNo insider filing in the last 180 days opened a hedge on this stock.
  • BearProfit margin on the latest captured figures is <0.01%. Counted for the bear side when negative.

Both columns arrange stored facts only. They do not change the insider score or the ranking and are not investment advice.

Who is trading?

Named filings in 180 days. Purchase values are summed only when complete and in one currency.

InsiderTransaction activityPurchase valueLatest tradeDetails
ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLCTenPercentOwner1 buy · 0 sell25.00m USD2026-11-04
View transactions · 1
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-11-042026-11-05Open market purchase232126210.77USD24999991.74Source ↗
ARCH Venture Fund XIII, L.P.; ARCH Venture Partners XIII, L.P.; ARCH Venture Partners XIII, LLC; BERNS PAUL L; BYBEE CLINTON; Burow Kristina; CRANDELL KEITH; GILLIS STEVEN; NELSEN ROBERTTenPercentOwner1 buy · 0 sell25.00m USD2026-11-04
View transactions · 1
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-11-042026-11-05Open market purchase232126210.77USD24999991.74Source ↗
Aguirre Jarrad MattieuExecutive0 buy · 1 sellNo purchases2026-10-12
View transactions · 1
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-10-122026-10-13Open market sale4228.63USD3641.86Source ↗
Bulis Veronica SanchezVP, Corporate Controller0 buy · 2 sellNo purchases2026-08-10
View transactions · 2
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-08-102026-08-11Open market sale621.014.34USD8905.14Source ↗
2026-05-112026-06-15Open market sale217.018.91USD4103.47Source ↗
Hill Stephen J.Executive0 buy · 3 sellNo purchases2026-08-21
View transactions · 3
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-08-212026-08-25Open market sale989.015.54USD15369.06Source ↗
2026-08-102026-08-11Open market sale89.014.34USD1276.26Source ↗
2026-05-112026-06-15Open market sale89.018.92USD1683.88Source ↗
Innovative Cellular Therapeutics Holdings LtdTenPercentOwner0 buy · 2 sellNo purchases2026-07-27
View transactions · 6
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-07-272026-07-27Other acquisition or disposition44000.00.0USD0.0Source ↗
2026-07-272026-07-27Other acquisition or disposition38500.00.0USD0.0Source ↗
2026-07-172026-07-20Open market sale10.013.7USD137.0Source ↗
2026-07-162026-07-17Open market sale10.013.73USD137.3Source ↗
2026-06-292026-07-01Other acquisition or disposition76000.00.0USD0.0Source ↗
2026-06-152026-06-18Other acquisition or disposition66500.00.0USD0.0Source ↗
Lee Gary K.Executive0 buy · 3 sellNo purchases2026-08-21
View transactions · 3
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-08-212026-08-25Open market sale1457.015.54USD22641.78Source ↗
2026-08-102026-08-11Open market sale131.014.34USD1878.54Source ↗
2026-05-112026-06-15Open market sale130.018.92USD2459.6000000000004Source ↗
Seely LynnCEO / chair0 buy · 3 sellNo purchases2026-08-21
View transactions · 3
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-08-212026-08-25Open market sale9589.015.54USD149013.06Source ↗
2026-08-102026-08-11Open market sale390.014.34USD5592.6Source ↗
2026-05-112026-06-15Open market sale388.018.91USD7337.08Source ↗
Shook DavidExecutive0 buy · 2 sellNo purchases2026-09-10
View transactions · 2
Trade dateDisclosureTypeSharesPriceCurrencyReported valueSource
2026-09-102026-09-10Open market sale500.012.7USD6350.0Source ↗
2026-06-102026-06-11Open market sale1977.012.64USD24989.280000000002Source ↗

INSIDER SIGNAL

Score breakdown:71.9 / 100

2 insiders · 2 purchase events · $49.74m net purchases

US #118 · United States #118

WHY THIS SIGNAL?

Score anatomy

Each bar is that part's points in the score; the five parts add up to the score.

Number of buyers+14.0 / 35

How many different insiders bought within 15 days

Amount bought+24.2 / 25

The value bought, net of any insider sales

Buyers' roles+14.0 / 20

Lower in the company scores higher: in the backtest, purchases by the most senior insiders did worse

How recent+9.7 / 10

How long ago the latest purchase took place

Buying against selling+9.9 / 10

Lower when insiders also sold

What is holding the score back?

  • ⚠ Few buyers · fewer than 4 different insiders
  • ✓ Buyers' roles add a lot · the buyers are below the top of the company
  • ✓ Recent buying · latest purchase 2026-11-04

Buyers' roles follow the US order of roles: CEOs, chairs and 10% owners score lowest.

BUYING PROFILE

2 events · 2 insiders · 180d

Cluster 100%Repeat 0%Independent 0%Large 0%

Percentages are mutually exclusive and sum to 100%.

Buying concentration

50%

Largest buyer:ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLC · 25.00m USD
Purchases counted, before sales:50.00m USD

The amount at the top of the page is purchases minus sales; this one counts purchases only, in the filing currency, so the two can differ. The score counts how many people bought; this shows separately who bought the most.

This is a ranking under the current US screening rules—not a probability of gain, return forecast, or buy recommendation.

Key purchase quotes (filing currency)

FilerPrice per unitTrade date
ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLC10.77 USDNov 4, 2026
ARCH Venture Fund XIII, L.P.; ARCH Venture Partners XIII, L.P.; ARCH Venture Partners XIII, LLC; BERNS PAUL L; BYBEE CLINTON; Burow Kristina; CRANDELL KEITH; GILLIS STEVEN; NELSEN ROBERT10.77 USDNov 4, 2026
Model details

Cluster breakdown (does not change the score)

15-day buyer breadth (count)
2 distinct reported filers
Peak time window
2026-11-04 to 2026-11-04
Current breadth input
0.400 (capped at 4+ buyers)
Buyer independence
Not yet measured; related-party fields are not cross-market comparable

What the filings show

Filing and data quality

These checks are auditable context; they do not change the rank or score.

Identity match
REVIEW
Ticker / ISIN
Ticker or ISIN missing
Filing source links
41 / 41
Median disclosure lag
2 days
Latest disclosure age
1 days at snapshot
Corrections / revisions
0
Score-factor detail
Saved

Insider timeline

2 insiders bought on the same day, 4 Nov: 2 Associated person. The share closed at 15.43 that day and at 14.86 most recently (−3.7%). That week 87 companies across United States disclosed insider purchases, an ordinary week (19 of the last 26).

Several insiders within 15 days: 2026-11-04 – 2026-11-04Hill Stephen J.Hill Stephen J.Chief Operating OfficerExecutiveLee Gary K.Lee Gary K.Chief Scientific OfficerExecutiveSeely LynnSeely LynnPresident and CEOCEO / chairShook DavidShook DavidChief Medical OfficerExecutiveAguirre Jarrad MattieuAguirre Jarrad MattieuChief Medical OfficerExecutiveBulis Veronica SanchezBulis Veronica SanchezVP, Corporate ControllerRole not classifiedInnovative Cellular Therapeutics Holdings LtdInnovative Cellular Therapeu…TenPercentOwnerAssociated personARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLCARCH Venture Fund IX Overage…TenPercentOwnerAssociated personARCH Venture Fund XIII, L.P.; ARCH Venture Partners XIII, L.P.; ARCH Venture Partners XIII, LLC; BERNS PAUL L; BYBEE CLINTON; Burow Kristina; CRANDELL KEITH; GILLIS STEVEN; NELSEN ROBERTARCH Venture Fund XIII, L.P.…TenPercentOwnerAssociated person2026-05-11 · Bulis Veronica Sanchez · sale · 4,103 USD2026-05-11 · Hill Stephen J. · sale · 1,684 USD2026-05-11 · Lee Gary K. · sale · 2,460 USD2026-05-11 · Seely Lynn · sale · 7,337 USD2026-06-10 · Shook David · sale · 24,989 USD2026-07-16 · Innovative Cellular Therapeutics Holdings Ltd · sale · 137 USD2026-07-17 · Innovative Cellular Therapeutics Holdings Ltd · sale · 137 USD2026-08-10 · Bulis Veronica Sanchez · sale · 8,905 USD2026-08-10 · Hill Stephen J. · sale · 1,276 USD2026-08-10 · Lee Gary K. · sale · 1,879 USD2026-08-10 · Seely Lynn · sale · 5,593 USD2026-08-21 · Hill Stephen J. · sale · 15,369 USD2026-08-21 · Lee Gary K. · sale · 22,642 USD2026-08-21 · Seely Lynn · sale · 149,013 USD2026-09-10 · Shook David · sale · 6,350 USD2026-10-12 · Aguirre Jarrad Mattieu · sale · 3,642 USD2026-11-04 · ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLC · purchase · 24,999,992 USD2026-11-04 · ARCH Venture Fund XIII, L.P.; ARCH Venture Partners XIII, L.P.; ARCH Venture Partners XIII, LLC; BERNS PAUL L; BYBEE CLINTON; Burow Kristina; CRANDELL KEITH; GILLIS STEVEN; NELSEN ROBERT · purchase · 24,999,992 USD2026-05-11 to 2026-05-17: 232 companies2026-05-18 to 2026-05-24: 259 companies2026-05-25 to 2026-05-31: 171 companies2026-06-01 to 2026-06-07: 192 companies2026-06-08 to 2026-06-14: 172 companies2026-06-15 to 2026-06-21: 163 companies2026-06-22 to 2026-06-28: 108 companies2026-06-29 to 2026-07-05: 93 companies2026-07-06 to 2026-07-12: 80 companies2026-07-13 to 2026-07-19: 79 companies2026-07-20 to 2026-07-26: 70 companies2026-07-27 to 2026-08-02: 77 companies2026-08-03 to 2026-08-09: 131 companies2026-08-10 to 2026-08-16: 200 companies2026-08-17 to 2026-08-23: 218 companies2026-08-24 to 2026-08-30: 184 companies2026-08-31 to 2026-09-06: 175 companies2026-09-07 to 2026-09-13: 139 companies2026-09-14 to 2026-09-20: 186 companies2026-09-21 to 2026-09-27: 134 companies2026-09-28 to 2026-10-04: 130 companies2026-10-05 to 2026-10-11: 73 companies2026-10-12 to 2026-10-18: 72 companies2026-10-19 to 2026-10-25: 84 companies2026-10-26 to 2026-11-01: 107 companies2026-11-02 to 2026-11-08: 87 companiesCompanies disclosing purchases, per weekJunJulAugSepOctNov

Tap an item for what it means.

●A purchase: the bigger the dot, the more was bought

Each dot is one insider's purchases on one day. The dot's area follows the amount: the largest purchase here gets the largest dot. Hold the pointer over a dot to see the date and the amount.

×A sale

A cross is one insider's sales on one day. People sell to pay tax, to cash in share awards or to hold less of one company, so a sale says less than a purchase does. When someone bought and sold on the same day, the cross sits beside the dot. The totals are under “Purchases against sales” below.

▮Purple band: several insiders bought within 15 days

The band marks the stretch with the most different buyers: at most 15 days long and at least two people. Here it is 4 Nov, with 2 insiders. Only the strongest stretch is marked. Several people deciding the same thing is harder to explain by one person's private reasons, but insiders often buy together just after a closed period ends, so compare it with the grey weekly bars.

Blue line: this share's price, −22.6% over these six months

The closing price of each day, from 19.20 on 2026-05-11 to 14.86 on 2026-11-06. The line has no scale; read it for high and low: a dot on a low stretch was bought cheaply, a dot on a high stretch was not.

Dashed line: the typical stock on the same exchange, −9.6%

Taken from the 1644 other stocks on the same exchange that this site holds prices for. Each is measured from the first day of the window, and every day the middle one is drawn. It starts where the blue line starts, so the gap between the two is the difference: this share −22.6%, the typical one −9.6%, 13.0 points behind. It is not an index and not a comparison within one industry.

▂Grey bars: companies across United States disclosing purchases each week

A taller bar is a week in which more companies disclosed insider purchases. The purple bar is the week of the band above: 87 companies, number 19 of the last 26 weeks. If that week was a peak anyway, buying together is less special than it looks.

This company: insiders buying per month, last 12 months

Dec
Jan
Feb
2Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
2Nov

Darker bars are inside the 180-day window above.

Who traded

InsiderRolePurchasesSalesBoughtFirst purchaseShare price since
Hill Stephen J.Executive—3———
Lee Gary K.Executive—3———
Seely LynnCEO / chair—3———
Shook DavidExecutive—2———
Aguirre Jarrad MattieuExecutive—1———
Bulis Veronica SanchezRole not classified—2———
Innovative Cellular Therapeutics Holdings LtdAssociated person—2———
ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLCAssociated person1—25.0M USD2026-11-04−3.7%
ARCH Venture Fund XIII, L.P.; ARCH Venture Partners XIII, L.P.; ARCH Venture Partners XIII, LLC; BERNS PAUL L; BYBEE CLINTON; Burow Kristina; CRANDELL KEITH; GILLIS STEVEN; NELSEN ROBERTAssociated person1—25.0M USD2026-11-04−3.7%

Purchases against sales

99%purchases
Purchases99%50.0M USD · 2 line(s) · 2 insider(s)
Sales1%255.5k USD · 16 line(s) · 7 insider(s)

Shares of the reported value of insider transactions in the 180-day window. Sales include disposals for tax, at option exercise or under a pre-set plan, which say little about an insider's view. The split describes what was disclosed; it is not a signal.

Insiders' buying price vs the latest close

Insiders paid 13.35 USD a share on average (4 purchase lines, 2 buyers, 2026-03-06 – 2026-11-04). The close on 2026-11-06 was 11.3% above that price.

The latest purchase (2026-11-04) was at 10.77 USD; the close was 38.0% above that price.

Prices paid are weighted by shares and taken from the filings; dividends are not counted. Not scored.

Buying size vs market trading

Complete price and volume history is not yet available.

Market-data coverage: 0 verified sessions · Latest session: — · Ratio status: Unavailable

Traded value is estimated as close × shares traded, in major currency units. Includes disclosed qualifying purchases; disclosures may lag. Contractual or planned acquisitions are not necessarily discretionary. Ratios describe relative trading size, not market participation or score contributions.

Sector context

Healthcare

Buying breadth
4.7% (48 / 1,020 issuers)
Sector rank
#7 / 13

This is sector-level research context. It does not affect the Insider Signal or ranking.

View US sector research →

Insider profile outcomes

Historical performance following insider filings. The company role is translated below each name while preserving the original title.

Events are disclosure-level observations; related disclosures published on the same date may share a return path and may not be statistically independent. This research enrichment does not affect the insider score or ranking.

Burow KristinaDirector,TenPercentOwner | TenPercentOwner2 completed 20D event(s)
PeriodCompleted eventsPrice coverageHit rateMedian excess returnAverage excess returnWorst excess return
5D3Small sample42.9% (3/7)33.3% (1/3)-3.0%-3.7%-15.8%
20D2Small sample33.3% (2/6)0.0% (0/2)-7.2%-7.2%-12.0%
60D2Small sample33.3% (2/6)0.0% (0/2)-45.4%-45.4%-62.2%
120D1Small sample20.0% (1/5)0.0% (0/1)-57.1%-57.1%-57.1%
First purchase in 12M
5/6
Large purchase ≥ $100k
9/9
Cluster buying · 15D
9/9
Buying the dip · ≥20% below prior 52W high
2/2
Routine / opportunistic
Not classifiable
CRANDELL KEITHDirector,TenPercentOwner | TenPercentOwner2 completed 20D event(s)
PeriodCompleted eventsPrice coverageHit rateMedian excess returnAverage excess returnWorst excess return
5D3Small sample42.9% (3/7)33.3% (1/3)-3.0%-3.7%-15.8%
20D2Small sample33.3% (2/6)0.0% (0/2)-7.2%-7.2%-12.0%
60D2Small sample33.3% (2/6)0.0% (0/2)-45.4%-45.4%-62.2%
120D1Small sample20.0% (1/5)0.0% (0/1)-57.1%-57.1%-57.1%
First purchase in 12M
5/6
Large purchase ≥ $100k
9/9
Cluster buying · 15D
9/9
Buying the dip · ≥20% below prior 52W high
2/2
Routine / opportunistic
Not classifiable
GILLIS STEVENDirector,TenPercentOwner | TenPercentOwner2 completed 20D event(s)
PeriodCompleted eventsPrice coverageHit rateMedian excess returnAverage excess returnWorst excess return
5D3Small sample42.9% (3/7)33.3% (1/3)-3.0%-3.7%-15.8%
20D2Small sample33.3% (2/6)0.0% (0/2)-7.2%-7.2%-12.0%
60D2Small sample33.3% (2/6)0.0% (0/2)-45.4%-45.4%-62.2%
120D1Small sample20.0% (1/5)0.0% (0/1)-57.1%-57.1%-57.1%
First purchase in 12M
5/6
Large purchase ≥ $100k
9/9
Cluster buying · 15D
9/9
Buying the dip · ≥20% below prior 52W high
2/2
Routine / opportunistic
Not classifiable

Signal outcomes

Calculated from immutable US ranking snapshots; excess return is stock return minus SPY return. Newly saved snapshots remain pending until each forward horizon matures. This never affects the US score.

HorizonStatusResult
5DAwaiting maturity—
20DAwaiting maturity—
60DAwaiting maturity—
120DAwaiting maturity—

Market context

PRICE PERFORMANCE

1M
+69.1%
3M
+3.7%
6M
-23.1%
12M
-10.2%

VOLATILITY & LIQUIDITY

Volatility
99.9%
Beta
-0.09
Avg daily volume
$2.4M
20-session drawdown
-9.2%
60-session drawdown
-52.4%
Latest volume / prior median
1.8×

VALUATION

Market cap
$365.3M
Market cap (EUR ref.)
$327.2M
P/E
—

FUNDAMENTALS

Revenue
$36,000.0
Net income
$-274.4M
Operating profit
$-269.4M
Equity
$248.2M
Cash
$61.8M
Debt
—
Operating cash flow
$-150.0M
Free cash flow
$-150.8M
Profit margin
0.0%
ROE
-93.3%
Industry
Biotechnology

Prices to 07 Nov 2026: OpenBB/yfinance. From OpenBB/yfinance, captured 07 Nov 2026: Market cap, Revenue, Net income, Equity, Operating profit, Cash, Operating cash flow, Free cash flow, Profit margin, ROE, Beta, Industry. ECB EUR reference rate dated 2026-11-06; it is not a trade-date conversion. It does not affect the insider score or rank.

Dividends

No cash dividend in the last five years.

Yahoo Finance: cash dividends by ex-dividend date, the latest close, the payout ratio (dividends ÷ 12-month earnings per share) and announced dates; special dividends included, stock dividends and splits not. Not part of any score.

Insiders and institutions

Insiders, ranking window: $49.7M net bought · buyers: 2 · last 2026-11-04

Holders of more than 5% (SEC Schedules 13D and 13G)

HolderOf the classScheduleAs ofChange
ARCH Venture Fund IX, L.P.13.90%13G2026-03-31+0.90 pp
Innovative Cellular Therapeutics Holdings Limited12.30%13G2026-05-18+2.50 pp
EULER FUND, L.P.6.71%13G2026-03-06—
Explore Investments LLC6.60%13G2026-03-31+1.20 pp
Gates Frontier, LLC5.60%13G2025-07-25 · over a year ago—

Filings in the last 12 months

1 new · 3 raised · 0 cut · 2 fell to 5% or less

As ofHolderScheduleStakeWhat happened
2026-06-30James B. Tananbaum13G7.60% → 2.70%5% or less
2026-05-18Innovative Cellular Therapeutics Holdings Limited13G9.80% → 12.30%raised
2026-03-31MWG Caph Ltd13G— → 4.30%5% or less
2026-03-31Explore Investments LLC13G5.40% → 6.60%raised
2026-03-31ARCH Venture Fund IX, L.P.13G13.00% → 13.90%raised
2026-03-06EULER FUND, L.P.13G— → 6.71%new holding

Source: SEC, Schedules 13D and 13G, filed in a structured format since 18 December 2024; earlier filings are not read, so a holder that has not filed since then is not shown. 13D: the holder may seek to influence the company (activists, founders, strategic holders); it must amend within two business days of a change of 1% or more. 13G: the holder states it holds passively; it amends within 45 days after the quarter in which its holding changed materially, so a figure can be months old. The percentage is the filer's own, of the class of shares it names. Context only; not part of the score.

Institutional managers (SEC Form 13F)

Held on 2026-06-30
$166.1M86 managers · 12.0M shares · 48.9% of the shares outstanding (SEC cover page, 2026-08-03)
Shares held, change on the quarter
+0.1%since 2026-03-31
Change on the year
+75.7%since 2025-06-30
Managers
23 new · 28 added · 19 cut · 10 sold out

The shares 13F managers held changed little on the quarter.

Source: SEC Form 13F, filed within 45 days of each quarter end by managers with $100 million or more in US-listed shares; long positions only (no short positions, options left out). Late filers of the quarter are not counted. A parent and a subsidiary can both report the same shares, so the total can count some twice. The quarter end (2026-06-30) and the insiders' purchases (last 2026-11-04) are different periods. Context only; not part of the score.

Regulatory filings

Unfold all 36 filings

Results and insider purchases

Results (8-K)Bought within 5 sessionsBought within 20 sessionsBuyers, 20 sessions before
2026-11-0416:14 ET · after the closeFirst session 2026-11-05None1/5 sessions so farNone1/20 sessions so far14
2026-08-0616:14 ET · after the closeFirst session 2026-08-07NoneNone0
2026-05-0616:10 ET · after the closeFirst session 2026-05-07NoneNone0
2026-03-1216:12 ET · after the closeFirst session 2026-03-13NoneNone14

Results dates are the company's 8-K filings to the SEC under Item 2.02 (results of operations); one filed after the close counts from the next session. Purchases are open-market buys reported on Form 4 (code P), by trade date; a Form 4 can arrive two business days after the trade, so the latest days can still fill in. Facts only; this does not change the score or rank.

Ownership and trading-plan context

Direct / indirect ownershipDirect, Indirect
10b5-1 filing evidenceNot declared in filing field
Evidence retrieved2026-11-06T23:58:05+00:00

These are accession-level filing fields. Unavailable means the evidence was not fetched or parsed; it is never inferred as “No” and does not adjust the US score.

Filing evidence

These are underlying national-feed records from the 365-day window ending on the saved ranking snapshot. The score uses only the latest 180 days; older qualifying equity purchases remain visible for audit but do not enter the current score. The original filer, role, transaction classification, instrument, price, volume, value and source fields are retained. The first three rows are shown; remaining records can be unfolded for audit. Other transaction types are retained but excluded from the score.

Excluded transactions & classification

4 qualifying purchase disclosure(s) · 4 transaction line(s)

Trade Mar 6, 2026Open market purchase
ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLC · TenPercentOwner
Published Mar 9, 2026 · Common Stock · 488090.0 shares × 25.61 USD · 12499984.9 USD
Open filing
Trade Mar 6, 2026Open market purchase
ARCH Venture Fund XIII, L.P.; ARCH Venture Partners XIII, L.P.; ARCH Venture Partners XIII, LLC; BERNS PAUL L; BYBEE CLINTON; Burow Kristina; CRANDELL KEITH; GILLIS STEVEN; NELSEN ROBERT · TenPercentOwner
Published Mar 9, 2026 · Common Stock · 488090.0 shares × 25.61 USD · 12499984.9 USD
Open filing
Trade Nov 4, 2026Open market purchase
ARCH Venture Fund IX Overage, L.P.; ARCH Venture Fund IX, L.P.; ARCH Venture Partners IX Overage, L.P.; ARCH Venture Partners IX, L.P.; ARCH Venture Partners IX, LLC · TenPercentOwner
Published Nov 5, 2026 · Common Stock · 2321262 shares × 10.77 USD · 24999991.74 USD
Open filing
Unfold all 1 remaining filing row(s)
Transaction datePublishedFilerRoleTransactionInstrumentPrice (local currency)Quote currencyVolumeReported value (local currency)Source
2026-11-042026-11-05ARCH Venture Fund XIII, L.P.; ARCH Venture Partners XIII, L.P.; ARCH Venture Partners XIII, LLC; BERNS PAUL L; BYBEE CLINTON; Burow Kristina; CRANDELL KEITH; GILLIS STEVEN; NELSEN ROBERTTenPercentOwnerOpen market purchaseCommon Stock10.77 USDUSD232126224999991.74 USDOpen filing

Showing 4 of 4 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level $ aggregate is separately FX-normalised for research ranking, not a trade-date conversion.

Other disclosed transactions · excluded from score

View 37 other transaction(s)

Trade Nov 10, 2025Open market sale
Seely Lynn · President and CEO
Published Nov 12, 2025 · Common Stock · 412.0 shares × 16.11 USD · 6637.32 USD
Open filing
Trade Nov 10, 2025Open market sale
Bulis Veronica Sanchez · VP, Corporate Controller
Published Nov 12, 2025 · Common Stock · 239.0 shares × 16.1 USD · 3847.9000000000005 USD
Open filing
Trade Nov 10, 2025Open market sale
Lee Gary K. · Chief Scientific Officer
Published Nov 12, 2025 · Common Stock · 138.0 shares × 16.16 USD · 2230.08 USD
Open filing
Unfold all 34 remaining filing row(s)
Transaction datePublishedFilerRoleTransactionInstrumentPrice (local currency)Quote currencyVolumeReported value (local currency)Source
2025-11-102025-11-12Hill Stephen J.Chief Operating OfficerOpen market saleCommon Stock16.12 USDUSD95.01531.4 USDOpen filing
2026-02-112026-02-12Seely LynnPresident and CEOOpen market saleCommon Stock23.39 USDUSD7455.0174372.45 USDOpen filing
2026-02-112026-02-12Hill Stephen J.Chief Operating OfficerOpen market saleCommon Stock23.39 USDUSD1236.028910.04 USDOpen filing
2026-02-112026-02-12Lee Gary K.Chief Scientific OfficerOpen market saleCommon Stock23.39 USDUSD1671.039084.69 USDOpen filing
2026-02-102026-02-11Hill Stephen J.Chief Operating OfficerOpen market saleCommon Stock23.12 USDUSD109.02520.08 USDOpen filing
2026-02-102026-02-11Lee Gary K.Chief Scientific OfficerOpen market saleCommon Stock23.12 USDUSD147.03398.6400000000003 USDOpen filing
2026-02-102026-02-11Seely LynnPresident and CEOOpen market saleCommon Stock23.12 USDUSD438.010126.560000000001 USDOpen filing
2026-02-102026-02-11Bulis Veronica SanchezVP, Corporate ControllerOpen market saleCommon Stock23.12 USDUSD254.05872.4800000000005 USDOpen filing
2026-02-102026-02-11Bulis Veronica SanchezVP, Corporate ControllerGrant or awardCommon Stock0.0 USDUSD8750.00.0 USDOpen filing
2026-02-092026-02-11Hill Stephen J.Chief Operating OfficerGrant or awardCommon Stock0.0 USDUSD4000.00.0 USDOpen filing
2026-02-092026-02-11Lee Gary K.Chief Scientific OfficerGrant or awardCommon Stock0.0 USDUSD4000.00.0 USDOpen filing
2026-02-092026-02-11Seely LynnPresident and CEOGrant or awardCommon Stock0.0 USDUSD20000.00.0 USDOpen filing
2025-12-302026-01-06Bulis Veronica SanchezVP, Corporate ControllerOpen market saleCommon Stock32.32 USDUSD936.030251.52 USDOpen filing
2025-12-242026-01-06Bulis Veronica SanchezVP, Corporate ControllerOpen market saleCommon Stock38.67 USDUSD1136.043929.12 USDOpen filing
2026-06-152026-06-18Innovative Cellular Therapeutics Holdings LtdTenPercentOwnerOther acquisition or dispositionCommon Stock0.0 USDUSD66500.00.0 USDOpen filing
2026-06-102026-06-11Shook DavidChief Medical OfficerOpen market saleCommon Stock12.64 USDUSD1977.024989.280000000002 USDOpen filing
2026-05-112026-06-15Seely LynnPresident and CEOOpen market saleCommon Stock18.91 USDUSD388.07337.08 USDOpen filing
2026-05-112026-06-15Lee Gary K.Chief Scientific OfficerOpen market saleCommon Stock18.92 USDUSD130.02459.6000000000004 USDOpen filing
2026-05-112026-06-15Hill Stephen J.Chief Operating OfficerOpen market saleCommon Stock18.92 USDUSD89.01683.88 USDOpen filing
2026-05-112026-06-15Bulis Veronica SanchezVP, Corporate ControllerOpen market saleCommon Stock18.91 USDUSD217.04103.47 USDOpen filing
2026-09-102026-09-10Shook DavidChief Medical OfficerOpen market saleCommon Stock12.7 USDUSD500.06350.0 USDOpen filing
2026-08-212026-08-25Seely LynnPresident and CEOOpen market saleCommon Stock15.54 USDUSD9589.0149013.06 USDOpen filing
2026-08-212026-08-25Hill Stephen J.Chief Operating OfficerOpen market saleCommon Stock15.54 USDUSD989.015369.06 USDOpen filing
2026-08-212026-08-25Lee Gary K.Chief Scientific OfficerOpen market saleCommon Stock15.54 USDUSD1457.022641.78 USDOpen filing
2026-08-102026-08-11Bulis Veronica SanchezVP, Corporate ControllerOpen market saleCommon Stock14.34 USDUSD621.08905.14 USDOpen filing
2026-08-102026-08-11Lee Gary K.Chief Scientific OfficerOpen market saleCommon Stock14.34 USDUSD131.01878.54 USDOpen filing
2026-08-102026-08-11Hill Stephen J.Chief Operating OfficerOpen market saleCommon Stock14.34 USDUSD89.01276.26 USDOpen filing
2026-08-102026-08-11Seely LynnPresident and CEOOpen market saleCommon Stock14.34 USDUSD390.05592.6 USDOpen filing
2026-07-272026-07-27Innovative Cellular Therapeutics Holdings LtdTenPercentOwnerOther acquisition or dispositionCommon Stock0.0 USDUSD44000.00.0 USDOpen filing
2026-07-272026-07-27Innovative Cellular Therapeutics Holdings LtdTenPercentOwnerOther acquisition or dispositionCommon Stock0.0 USDUSD38500.00.0 USDOpen filing
2026-07-172026-07-20Innovative Cellular Therapeutics Holdings LtdTenPercentOwnerOpen market saleCommon Stock13.7 USDUSD10.0137.0 USDOpen filing
2026-07-162026-07-17Innovative Cellular Therapeutics Holdings LtdTenPercentOwnerOpen market saleCommon Stock13.73 USDUSD10.0137.3 USDOpen filing
2026-06-292026-07-01Innovative Cellular Therapeutics Holdings LtdTenPercentOwnerOther acquisition or dispositionCommon Stock0.0 USDUSD76000.00.0 USDOpen filing
2026-10-122026-10-13Aguirre Jarrad MattieuChief Medical OfficerOpen market saleCommon Stock8.63 USDUSD4223641.86 USDOpen filing

Showing 37 of 37 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level $ aggregate is separately FX-normalised for research ranking, not a trade-date conversion.

Model & Sources

Signal history

71.9 / 100

Latest recorded score

→ +0.0 ptssince the first recorded snapshot on 2026-11-06; 0 calendar days observed
Recorded snapshots
1
First snapshot
2026-11-06

There is not yet a 30-calendar-day comparison; earlier scores are not reconstructed. These are raw signal scores saved when each full scoring run completed. They describe changes in research ranking, not price performance or returns.

Why did it change?

Less than 30 days of comparable history is available, so factor movement is not yet decomposed.

Signal score history

Fixed 0–100 scale; dates are spaced by calendar time.

02550751002026-11-06 · 71.9Nov 06

Recent recorded points

  1. 71.9
View all recorded scores
Snapshot dateSignal score
2026-11-0671.9
Why this score? · Model details

Priority = 100 × Σ(fixed weight × 0–1 rule-based input)

FactorWeightThis company inputPoint contribution
15-day buyer breadth (count)35%0.40014.0
Qualified-buy size25%0.97024.2
Role informativeness (inverted)20%0.70014.0
Recency10%0.9679.7
Buy/sell conviction10%0.99510.0

This is a heuristic ordering under the current rules, not a calibrated return forecast. It explains why candidates rank differently; the public-filing evidence and data limits are shown below.

Snapshot & identity

Snapshot date
2026-11-06
Ticker
LYEL
ISIN
—
Sector
Healthcare
Industry
—

Company logos by Parqet

How to read Form 4 transaction codes

CodeInterpretationScreen treatment
POpen-market / private purchaseBuy evidence when the security is qualifying equity
SSaleSell evidence when the security is qualifying equity
AGrant / awardContext only
FTax-related withholdingContext only
MOption exerciseContext only
GGiftContext only
J / LOther / non-directionalContext only

P/S rows for options, warrants, compensation units and debt remain visible for audit but are excluded from equity scores and quotes.