Lyell Immunopharma: ARCH buys 2.32M common shares
Lyell Immunopharma, Inc. shares: ARCH Venture Fund XIII, L.P. purchased 2,321,262 common shares on November 4, 2026, at $10.77 per share under a securities purchase agreement dated November 3, 2026.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Lyell Immunopharma, Inc. shares: ARCH Venture Fund XIII, L.P. purchased 2,321,262 common shares on November 4, 2026, at $10.77 per share under a securities purchase agreement dated November 3, 2026. The shares are directly held by the fund. Keith Crandell, Robert Nelsen, Kristina Burow, Paul L. Berns and Steven Gillis, members of ARCH Venture Partners XIII, LLC's investment committee, may be deemed to share the power to direct the shares' disposition and vote; each disclaims beneficial ownership except to the extent of any pecuniary interest. No Rule 10b5-1 plan is reported.
Insider Trade Summary
Net Buyer: 2,321,262 shares
Net Buy
1 txn
Insider
ARCH Venture Fund XIII, L.P., ARCH Venture Partners XIII, L.P., ARCH Venture Partners XIII, LLC, CRANDELL KEITH, GILLIS STEVEN, NELSEN ROBERT, Burow Kristina, BERNS PAUL L, BYBEE CLINTON
Role
10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner
Bought
2,321,262 shs ($25.00M)
Increase in Position
162.7%
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock F1, F2 | 2,321,262 | $10.77 | $25.00M |
| Holding | Common Stock F3 | -- | -- | -- |
| Holding | Common Stock F4 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 5,568,424 shares (Indirect, See Footnote)
Holdings Before and After:
Common Stock, 3,247,162 to 5,568,424 shares (Indirect, See Footnote)
Footnotes (4)
- F1. These shares were purchased on November 4, 2026 pursuant to a securities purchase agreement dated November 3, 2026 at a price per share of $10.77.
- F2. These shares are directly held by ARCH Venture Fund XIII, L.P. ("ARCH XIII"). ARCH Venture Partners XIII, L.P. ("AVP XIII LP") is the general partner of ARCH XIII. ARCH Venture Partners XIII, LLC ("AVP XIII LLC") is the general partner of AVP XIII LP. Keith Crandell, Robert Nelsen, Kristina Burow, Paul Berns and Steven Gillis are members of the investment committee of AVP XIII LLC (the "AVP XIII LLC Committee Members"). Each of AVP XIII LP and AVP XIII LLC may be deemed to beneficially own the shares held by ARCH XIII, and each of the AVP XIII LLC Committee Members may be deemed to share the power to direct the disposition and vote of the shares held by ARCH XIII. Each of AVP XIII LP, AVP XIII LLC and the AVP XIII LLC Committee Members disclaims beneficial ownership except to the extent of their pecuniary interest therein, if any.
- F3. These shares are directly held by ARCH Venture Fund IX, L.P. ("ARCH IX"). ARCH Venture Partners IX, L.P. ("GPLP"), as the sole general partner of ARCH IX, may be deemed to beneficially own the shares held by ARCH IX. ARCH Venture Partners IX, LLC ("GPLLC"), as the sole general partner of GPLP, may be deemed to beneficially own the shares held by ARCH IX. As managing directors of GPLLC, each of Keith Crandell, Robert Nelsen and Clinton Bybee (the "ARCH Managing Directors"), may be deemed to beneficially own the shares held by ARCH IX. Each of GPLP, GPLLC and the ARCH Managing Directors disclaims beneficial ownership of the securities reported herein, except to the extent of their pecuniary interest therein, if any.
- F4. These shares are directly held by ARCH Venture Fund IX Overage, L.P. ("ARCH Overage"). ARCH Venture Partners IX Overage, L.P. ("Overage GPLP"), as the sole general partner of ARCH Overage, may be deemed to beneficially own the shares held by ARCH Overage. GPLLC, as the sole general partner of Overage GPLP, may be deemed to beneficially own the shares held by ARCH Overage. As managing directors of GPLLC, each of the ARCH Managing Directors may be deemed to beneficially own the shares held by ARCH Overage. Each of Overage GPLP, GPLLC and the ARCH Managing Directors disclaims beneficial ownership of the securities reported herein, except to the extent of their pecuniary interest therein, if any.
Key Figures
Common shares purchased: 2,321,262 shares
Purchase price: $10.77 per share
2 metrics
Common shares purchased
2,321,262 shares
Purchased November 4, 2026
Purchase price
$10.77 per share
Purchase on November 4, 2026
Key Terms
securities purchase agreement, general partner, beneficial ownership, pecuniary interest
4 terms
securities purchase agreement financial
"pursuant to a securities purchase agreement dated November 3, 2026"
A securities purchase agreement is a written contract between a buyer and a seller outlining the terms for buying or selling financial assets such as stocks or bonds. It specifies details like the price, quantity, and conditions of the transaction, similar to a shopping list with agreed-upon terms. For investors, it provides clarity and legal protection when transferring ownership of these financial instruments.
general partner financial
"AVP XIII LP is the general partner of ARCH XIII"
A general partner is the person or firm that runs an investment partnership and legally represents it — they make the day-to-day decisions, choose which assets to buy or sell, and are responsible for the partnership’s obligations. Investors care because the general partner’s judgment, risk-taking and fee and profit-sharing arrangements determine both the potential returns and the level of exposure to losses; think of the GP as the ship’s captain whose skill and honesty shape the voyage’s outcome.
beneficial ownership regulatory
"disclaims beneficial ownership except to the extent of their pecuniary interest"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest regulatory
"except to the extent of their pecuniary interest therein, if any"
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