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.
Lexeo Therapeutics, Inc. filings document a clinical-stage cardiovascular genetic medicine company and its formal disclosures on operations, pipeline progress, governance, and capital resources. Recent 8-K reports furnish financial results, business highlights, corporate presentations, and clinical updates for AAV gene therapy programs including LX2006 and LX2020.
The company’s SEC record also covers Regulation FD materials, CMC and regulatory-update disclosures, leadership transitions, director appointments, compensatory arrangements, and proxy matters for annual stockholder meetings. Its definitive proxy statement addresses board service, committee structure, voting proposals, executive compensation, and other governance information relevant to Lexeo’s public-company oversight.
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.
Lexeo Therapeutics, Inc. reported senior leadership changes, adding operational and medical depth to its management team. The board appointed Jose Manuel Otero, Ph.D., the current Chief Technical Officer, as Chief Operating Officer effective January 2, 2026, with an approved annual base salary of $510,000. The company states there are no special arrangements, family relationships, or related-party transactions tied to his appointment.
Lexeo also appointed Narinder P. Bhalla, M.D. as Chief Medical Officer effective January 20, 2026, succeeding Eric Adler, M.D., the Company’s Head of Research. Dr. Adler will no longer be an executive officer as of January 27, 2026, and will serve as President and Chief Executive Officer of Myoventive, Inc. while remaining a senior clinical and scientific advisor to Lexeo.
BlackRock, Inc. has filed a Schedule 13G reporting a passive ownership stake in Lexeo Therapeutics, Inc. common stock. BlackRock reports beneficial ownership of 4,885,814 shares, representing 6.7% of Lexeo's outstanding common stock as of the event date 12/31/2025.
The filing states that BlackRock has sole power to vote 4,838,218 shares and sole power to dispose of 4,885,814 shares, with no shared voting or dispositive power. The shares are held by certain BlackRock business units in the ordinary course of business and are not held for the purpose of changing or influencing control of Lexeo. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Lexeo’s outstanding common shares.
Lexeo Therapeutics, Inc. reported positive interim Phase 1/2 clinical data for its gene therapy candidate LX2020 in PKP2-associated arrhythmogenic cardiomyopathy. On January 12, 2026, the company issued a press release describing these results and scheduled a conference call and webcast at 8:00 a.m. ET the same day to discuss the interim data. Lexeo also posted an updated LX2020-focused corporate presentation and a broader corporate presentation on its website, both of which, along with the press release, are attached as exhibits. The report includes standard cautionary language that future clinical progress, regulatory outcomes, and the company’s liquidity and capital resources are subject to significant risks and uncertainties.
Lexeo Therapeutics, Inc. (LXEO) CEO insider transaction shows a small sale of shares by the company’s chief executive officer and director. On 11/18/2025, the reporting person sold 1,127 shares of common stock in a single reported transaction at a weighted average price of $9.27 per share.
The company notes that the sale was made to cover tax obligations arising from the release of restricted stock units, which is a common administrative transaction for equity compensation. After this sale, the reporting person beneficially owned 240,991 shares of Lexeo common stock, including 128,357 restricted stock units, indicating that the individual continues to hold a substantial equity position in the company.
Lexeo Therapeutics, Inc. reported an insider stock sale by its Chief Medical Officer. On 11/18/2025, the officer sold 615 shares of common stock at a weighted average price of $9.27 per share, coded as a sale transaction. The company notes this sale was made to cover tax obligations related to the release of restricted stock units.
After this transaction, the officer beneficially owned 72,646 shares of Lexeo common stock, which includes 58,866 restricted stock units. The filing confirms this was a Form 4 filed by a single reporting person in the capacity of an officer.
Lexeo Therapeutics, Inc. (LXEO) reported an insider transaction by its Chief Development Officer. On 11/18/2025, the officer sold 386 shares of common stock at a weighted average price of $9.27 per share. The company notes this was a sale to cover tax obligations arising from the release of restricted stock units (RSUs), rather than an open-market discretionary sale.
After this transaction, the officer beneficially owned 65,476 shares of Lexeo common stock, which the filing states includes 48,098 RSUs. The sale price resulted from multiple trades executed in a price range from $9.09 to $9.37 per share.
Lexeo Therapeutics (LXEO) Chief Legal Officer Form 4 filing reports a small insider sale tied to tax obligations. On 11/18/2025, the officer sold 549 shares of common stock in a sale to cover taxes due upon the release of restricted stock units. The weighted average sale price was $9.27 per share, based on multiple trades between $9.09 and $9.37.
After this transaction, the officer beneficially owns 68,381 shares of Lexeo Therapeutics common stock, which includes 49,607 restricted stock units. The filing states that detailed trade‑by‑trade pricing information will be provided upon request to the SEC staff, the company, or any security holder.
Lexeo Therapeutics, Inc. (LXEO) reported an insider transaction by its Chief Technical Officer on a Form 4. The officer sold 721 shares of common stock on 08/18/2025 at a weighted average price of $9.27 per share. The sale was made to cover tax obligations arising from the release of restricted stock units (RSUs). After this transaction, the officer beneficially owned 63,476 shares of Lexeo common stock, which includes 47,733 RSUs.