Welcome to our dedicated page for Lexeo Therapeutics SEC filings (Ticker: LXEO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Lexeo Therapeutics, Inc. (LXEO) SEC filings page on Stock Titan aggregates the company’s public regulatory documents from the U.S. Securities and Exchange Commission, with AI-powered tools to help interpret key disclosures. As a Nasdaq-listed, clinical stage genetic medicine company, Lexeo uses filings such as Forms 8-K, 10-Q, and 10-K to report material events, financial results, and risk factors related to its gene therapy programs and corporate activities.
In its 8-K filings, Lexeo has reported items such as quarterly financial results, equity financings through underwritten public offerings and concurrent private placements, material definitive agreements like underwriting and securities purchase agreements, and registration rights agreements related to pre-funded warrants. The company also uses 8-Ks to furnish press releases that provide interim clinical and regulatory updates for its lead programs, LX2006 in Friedreich ataxia (FA) cardiomyopathy and LX2020 in PKP2-associated arrhythmogenic cardiomyopathy.
Filings also describe Lexeo’s interactions with the FDA, including feedback on potential accelerated approval pathways, participation of LX2006 in the Chemistry, Manufacturing, and Controls Development and Readiness Pilot program, and regulatory designations such as Breakthrough Therapy, RMAT, Orphan Drug, Rare Pediatric Disease, and Fast Track. Corporate governance matters, executive appointments, compensation arrangements, and stockholder meeting results are likewise documented in SEC reports.
On Stock Titan, investors can review these filings alongside AI-generated highlights that summarize complex sections, helping to identify information on clinical development plans, capital structure changes, and other material disclosures. Real-time updates from EDGAR, combined with structured access to forms such as 10-K annual reports, 10-Q quarterly reports, and 8-K current reports, support deeper analysis of Lexeo’s regulatory and financial reporting history.
Lexeo Therapeutics, Inc. (LXEO) received an amended Schedule 13G filing showing that Paradigm BioCapital entities and managing member Senai Asefaw, M.D. collectively report beneficial ownership of 4,763,198 shares of common stock, or 6.5% of the company, as of December 31, 2025.
Within this total, Paradigm BioCapital International Fund Ltd. reports 4,207,159 shares, representing 5.8% of Lexeo’s common stock. The filing states that these securities were not acquired and are not held for the purpose of changing or influencing control of Lexeo, indicating a passive investment intent under the applicable rules.
Lexeo Therapeutics, Inc. (LXEO) received an updated ownership disclosure from Balyasny-affiliated entities showing a sizeable minority stake in its common stock. Balyasny Asset Management L.P., related entities, and Dmitry Balyasny together report beneficial ownership of 7,221,555 shares, or about 9.89% of Lexeo’s common stock.
The position includes 1,635,026 outstanding shares and 5,586,529 additional shares that could be issued upon exercise of warrants, all calculated against 72,987,327 shares outstanding as of November 3, 2025. The warrants are subject to a blocker that prevents exercises taking ownership above 9.99% of outstanding shares.
The reporting group certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Lexeo Therapeutics. Voting and investment power over the shares is attributed through a chain of Balyasny-managed investment entities up to Dmitry Balyasny.
Lexeo Therapeutics, Inc. received an amended Schedule 13G from a group of Frazier Life Sciences investment entities reporting passive ownership of its common stock. The largest holder, Frazier Life Sciences Public Fund, L.P., directly holds 3,698,271 shares, representing 5.1% of the common stock class, based on 72,987,327 shares outstanding as of November 3, 2025.
Additional Frazier-managed funds hold smaller positions, including 87,424 shares by Frazier Life Sciences X, L.P., 232,784 shares by Frazier Life Sciences XI, L.P., and 406,246 shares by Frazier Life Sciences XII, L.P. Several general-partner and management entities are listed because they share voting and investment power over these positions.
The filing notes that these figures exclude warrants and prefunded warrants. The funds also hold Warrants to purchase 3,428,445 shares for FLSPF, 109,280 for FLS X, 290,980 for FLS XI, and 507,809 for FLS XII, each subject to a 9.99% beneficial ownership cap upon exercise. The reporting group certifies the holdings are not for the purpose of changing or influencing control of Lexeo.
Lexeo Therapeutics CEO Townsend Richard Nolan received new equity awards on February 4, 2026. He was granted 161,665 restricted stock units (RSUs), each representing one share of common stock, at no purchase price. After this grant, he beneficially owned 402,656 shares of common stock, including 290,022 RSUs.
He was also granted a stock option for 646,665 shares of common stock with a $7.27 exercise price. For the RSUs, 25% vest on February 15, 2027, with the remainder vesting in equal quarterly installments. For the option, 25% vests on February 4, 2027, with the balance vesting monthly thereafter, all subject to his continued service.
Lexeo Therapeutics granted its Chief Operating Officer, Jose Manuel Otero, new equity awards. On February 4, 2026, he received 65,000 shares of Common Stock in the form of restricted stock units at a price of
He was also granted a stock option for 260,000 shares of Common Stock at an exercise price of
Lexeo Therapeutics, Inc.’s Chief Financial Officer Louis Edward Tamayo reported new equity awards. On February 4, 2026, he received 44,665 shares of Common Stock as restricted stock units (RSUs) at $0 per share, bringing his directly owned Common Stock to 89,665 shares.
The RSUs vest over time: 25% on February 15, 2027, with the remaining RSUs vesting in 1/16th quarterly installments on the company’s standard vesting dates, subject to continued service. He was also granted a stock option to buy 226,665 shares of Common Stock at an exercise price of $7.27 per share, expiring on February 3, 2036. For this option, 25% of the underlying shares vest and become exercisable on February 4, 2027, with the rest vesting in 1/48th monthly installments, also subject to continuous service.
Lexeo Therapeutics, Inc. filed an initial insider ownership report for its Chief Medical Officer, Narinder Pal Bhalla. The filing states that, as of the event date of 01/20/2026, no securities of Lexeo Therapeutics are beneficially owned by this reporting person.
Lexeo Therapeutics, Inc. reported a leadership change in its research function. Effective February 1, 2026, Dr. Adler stepped down as Head of Research and entered into a Transition and Consulting Agreement with the company. He will continue providing advisory services during a transition period lasting until the earlier of July 31, 2026 or earlier termination.
During this transition period, Dr. Adler will receive up to $62,500 in monthly installments, and his service-vesting equity awards will continue to vest as he provides services. The company also extended his deadline to exercise vested stock options to six months after the transition period ends. If he signs a supplemental release of claims after the transition period, he will receive an additional $1,000 lump sum payment.
The Vanguard Group reported beneficial ownership of Lexeo Therapeutics Inc common stock on a passive basis. As of the reported event date of 12/31/2025, Vanguard beneficially owned 3,894,310 shares, representing 5.33% of the company’s common stock.
Vanguard reported no sole voting or dispositive power, with shared voting power over 421,792 shares and shared dispositive power over 3,894,310 shares. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Lexeo.
Affinity Asset Advisors, LLC and Michael Cho report a 7.1% beneficial stake in Lexeo Therapeutics common stock. They report beneficial ownership of 5,217,660 shares, including 867,302 shares issuable upon exercise of warrants, all held through Affinity Healthcare Fund, LP and managed by Affinity Asset Advisors.
As of December 31, 2025, they previously reported 4,067,302 shares, or about 5.5% of the outstanding stock, indicating an increased position. The filing states the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Lexeo Therapeutics.