SEC ownership of Atreca, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001532346.

Comparable stake leader

BAKER BROS. ADVISORS LP

Disclosed value leader

BAKER BROS. ADVISORS LP

Comparable rows

0/16

Latest evidence

11 Apr 2024

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
11 Apr 2024
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001532346
Issuer location
San Carlos, CA

Ownership snapshot

Top shareholders of Atreca, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BAKER BROS. ADVISORS LP
Disclosed value leader
BAKER BROS. ADVISORS LP
Comparable rows
0/16
Latest evidence
11 Apr 2024
3/4/5 Highest disclosed value: $1,195,879 16 rows are not safely comparable across share classes. Showing 1-8 of 16 holder rows.

Quick read

BAKER BROS. ADVISORS LP has the largest disclosed position value at $1.2M.

0 of 16 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BAKER BROS. ADVISORS LP's linked filing trail.
Disclosed position value Top 5
BAKER BROS. ADVISORS LP $1.2M
Tito Serafini $136.4K
Herb Cross $29.3K
John A. Orwin $29K
Courtney Phillips $18.9K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 16 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BAKER BROS. ADVISORS LP
3/4/5
Former 10% Owner
class O/S missing
$1,195,879
2,971,128 shares
19 Oct 2023
Tito Serafini
3/4/5
Director
class O/S missing
$136,380
322,511 shares
01 Apr 2024
Herb Cross
3/4/5
Chief Financial Officer
class O/S missing
$29,309
72,817 shares
02 Aug 2023
John A. Orwin
3/4/5
PRESIDENT & CEO, Director
mixed-class rows
$29,047
77,542 shares
mixed-class rows
11 Apr 2024
Courtney Phillips
3/4/5
GENERAL COUNSEL & SECRETARY
class O/S missing
$18,891
50,431 shares
01 Sep 2023
Roger Richard Ruiz
3/4/5
VP of Finance
class O/S missing
$14,079
34,980 shares
17 Sep 2023
Stephen E. Gould
3/4/5
Chief Scientific Officer
class O/S missing
$11,441
28,424 shares
02 Aug 2023
Philippe C. Bishop
3/4/5
Chief Medical Officer
class O/S missing
350,000 shares
09 Jan 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 10 Aug 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-16 of 16 reporting-owner rows connected to Atreca, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
16
Largest Forms 3/4/5 holder
BAKER BROS. ADVISORS LP
Net 12M change
$0
Latest report
11 Apr 2024
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
BAKER BROS. ADVISORS LP Former 10% Owner $1,195,879 Filing P/S 19 Oct 2023
Tito Serafini Director $136,380 Mixed 01 Apr 2024
Herb Cross Chief Financial Officer $29,309 Mixed 02 Aug 2023
John A. Orwin PRESIDENT & CEO, Director $29,047 Mixed 11 Apr 2024
Courtney Phillips General Counsel & Secretary $18,891 Filing P/S 01 Sep 2023
Roger Richard Ruiz VP of Finance $14,079 Mixed 17 Sep 2023
Stephen E. Gould Chief Scientific Officer $11,441 Mixed 02 Aug 2023
Brian G. Atwood Director Mixed 13 Jun 2023
Lindsey Rolfe Director Mixed 13 Jun 2023
Kristine M. Ball Director Mixed 13 Jun 2023
Franklin M. Berger Director Mixed 13 Jun 2023
David L. Lacey Director Mixed 13 Jun 2023
William Hewitt Robinson Director Mixed 13 Jun 2023
Stacey Ma Director Mixed 13 Jun 2023
Stephen R. Brady Director Mixed 13 Jun 2023
Philippe C. Bishop Chief Medical Officer Mixed 09 Jan 2023

Recent insider transactions for Atreca, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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