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Paul L. Berns

LYEL
10% OWNER · LYELL IMMUNOPHARMA, INC. · CIK 0001202769
FILING MIX · LIFETIME46%/54%
BUYS
18
SELLS
21
TOTAL VALUE
$33.60M
COMPANIES
4
ACTIVE SINCE
Aug 2020
HOLDINGS NOW
23,872,038
AVG SELL PX
$35.89
TRADE KIND
SHOWING 39 / 39
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
8 backtested trades · 8 horizons · 7 pending
Forward-return performance of every backtestable P/S trade by Paul L. Berns, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d8+87.50%-4.32%+1.16%-5.47%-3.83%—
14d8+87.50%-10.74%+0.32%-11.06%-12.26%—
30d8+75.00%-9.97%+1.88%-11.85%-11.87%—
60d8+37.50%-13.36%+2.41%-15.77%-8.77%—
90d8+75.00%-14.64%+7.36%-20.71%-11.57%—
180d8(2 pending)+33.33%+4.07%+15.30%-11.22%-14.21%—
1y8(2 pending)+50.00%+14.11%+25.87%-11.76%-34.09%—
2y8(3 pending)+80.00%-2.18%+13.94%-16.12%-19.71%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
Not enough transaction history to chart holdings.
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 18 buys / 21 sellsCOVERAGE · 24 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
KARD
KARDIGAN, INC.
PURCHASE
1,250,000$16.00$20.00M15,042,035Jun 22, 2026Jun 24, 2026 ↗View →
KARD
KARDIGAN, INC.
SALE
2,306,401——0Jun 17, 2026Jun 22, 2026 ↗View →
KARD
KARDIGAN, INC.
PURCHASE
13,792,035——13,792,035Jun 17, 2026Jun 22, 2026 ↗View →
KARD
KARDIGAN, INC.
SALE
5,148,587——0Jun 17, 2026Jun 22, 2026 ↗View →
KARD
KARDIGAN, INC.
SALE
1,204,000——0Jun 17, 2026Jun 22, 2026 ↗View →
KARD
KARDIGAN, INC.
PURCHASEGRANT
Stock grant
20,706——20,706Jun 17, 2026Jun 22, 2026 ↗View →
LYEL
LYELL IMMUNOPHARMA, INC.
PURCHASE
488,090$25.61$12.50M1,426,528Mar 6, 2026Mar 9, 2026 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE
See Remarks
9,819$3.51$34.5K7,395,185Feb 17, 2026Feb 19, 2026 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
1,650,000——1,650,000Jan 8, 2026Jan 9, 2026 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE
See Remarks
955,864——0May 28, 2025May 30, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
955,864——955,864May 28, 2025May 30, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
342,500——342,500May 28, 2025May 30, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
497,049——497,049May 28, 2025May 30, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
2,000,000——2,000,000May 28, 2025May 30, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE
See Remarks
2,000,000——0May 28, 2025May 30, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE
See Remarks
497,049——0May 28, 2025May 30, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE
See Remarks
342,500——0May 28, 2025May 30, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE10b5-1
10b5-1 plan
13,871$1.69$23.5K7,405,004Feb 18, 2025Feb 20, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
497,049——497,049Feb 13, 2025Feb 18, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE
See Remarks
497,049——0Feb 13, 2025Feb 18, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
2,000,000——2,000,000Feb 13, 2025Feb 18, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
342,500——342,500Feb 13, 2025Feb 18, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE
See Remarks
955,864——0Feb 13, 2025Feb 18, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
955,864——955,864Feb 13, 2025Feb 18, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALE
See Remarks
342,500——0Feb 13, 2025Feb 18, 2025 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALEGRANT
Gift
133,097——7,418,875Dec 27, 2024Dec 27, 2024 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALEGRANT
Gift
133,097——7,551,972Dec 27, 2024Dec 27, 2024 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
SALEGRANT
Gift
133,097——7,685,069Dec 27, 2024Dec 27, 2024 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
342,500——342,500Feb 14, 2024Feb 16, 2024 ↗View →
NMRA
NEUMORA THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
171,250——7,818,166Feb 14, 2024Feb 16, 2024 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
SALE
1,450$154.00$223.3K8,290Aug 5, 2021Aug 9, 2021 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
SALE
466$147.44$68.7K13,965Nov 4, 2020Nov 4, 2020 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
SALE
3,825$150.90$577.2K9,740Nov 4, 2020Nov 4, 2020 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
SALE
400$149.28$59.7K13,565Nov 4, 2020Nov 4, 2020 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
SALE
4,691——0Nov 2, 2020Nov 4, 2020 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
PURCHASE
4,691——14,431Nov 2, 2020Nov 4, 2020 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
SALE
931$125.87$117.2K9,740Aug 7, 2020Aug 10, 2020 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
PURCHASEGRANT
Stock grant
6,765——6,765Aug 6, 2020Aug 10, 2020 ↗View →
JAZZ
JAZZ PHARMACEUTICALS PLC
PURCHASEGRANT
Stock grant
2,705——10,671Aug 6, 2020Aug 10, 2020 ↗View →
Other insiders · LYEL
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About this filer
CIK 0001202769
ROLE
10% Owner
PRIMARY
LYEL
COMPANIES
4
ACTIVE SINCE
Aug 2020
MARKETPEEL · /INSIDER/0001202769DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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