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Soon-Shiong Patrick's Form 4 filing

ImmunityBio, Inc. (IBRX) · filed Sep 13, 2023

Accession no.
0000950170-23-048020
Filed
Sep 13, 2023, 9:07 PM ET
Trade date
Sep 11, 2023
Filing delay
2 days
Rule 10b5-1 plan
Not checked

This filing lists 3 non-derivative transactions and 6 derivative transactions. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Soon-Shiong PatrickCIK 0001189020Director, Officer (See remarks), 10% Owner
California Capital Equity, LLCCIK 000151776410% Owner
MP 13 Ventures, LLCCIK 000162918610% Owner
Cambridge Equities, LPCIK 000162922210% Owner
Nant Capital, LLCCIK 000167575810% Owner

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Sep 11, 2023Common StockJOtherAcquired+129,127,017$1.29+$166,573,851.93129,227,017Indirect
Sep 11, 2023Common StockJOtherAcquired+47,557,934$1.29+$61,349,734.8647,557,934Indirect
Sep 11, 2023Common StockJOtherAcquired+32,606,985$1.29+$42,063,010.6532,606,985Indirect

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Sep 11, 2023Amended and Restated Convertible Promissory NoteJOtherDisposed–$0.00––Indirect
Sep 11, 2023Amended and Restated Convertible Promissory NoteJOtherDisposed–$0.00––Indirect
Sep 11, 2023Second Amended and Restated Convertible Promissory NoteJOtherDisposed–$0.00––Indirect
Sep 11, 2023Second Amended and Restated Convertible Promissory NoteJOtherDisposed–$0.00––Indirect
Sep 11, 2023Second Amended and Restated Convertible Promissory NoteJOtherDisposed–$0.00––Indirect
Sep 11, 2023Convertible Promissory NotePPurchaseAcquired–$200,000,000.00––IndirectPrice outlier

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

Read the original on SEC EDGAR (opens in a new tab)