Welcome to our dedicated page for Lyell Immunopharma SEC filings (Ticker: LYEL), 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.
Lyell Immunopharma filings document the regulatory record of a Nasdaq-listed clinical biotechnology company developing next-generation CAR T-cell therapies. Its 8-K reports furnish operating results and business updates for ronde-cel in large B-cell lymphoma and LYL273 in metastatic colorectal cancer and other GCC-expressing cancers, along with cash, financing and clinical-program disclosures.
The company’s filings also cover material agreements, including licensing rights for LYL273, and governance matters such as annual-meeting proposals, director elections, auditor ratification, executive compensation votes, officer appointments and compensatory arrangements. Securities disclosures identify Lyell’s common stock listed on the Nasdaq Global Select Market.
Lyell Immunopharma President and CEO Lynn Seely reported several equity compensation transactions. On February 9, 2026, Seely acquired 20,000 shares of common stock at $0, issued upon achievement of performance-based restricted stock unit criteria, bringing direct holdings to 82,159 shares.
On February 10, 2026, Seely sold 438 common shares at $23.12 per share, described as an automatic sale to cover tax withholding from vested restricted stock units, leaving 81,721 shares held directly. Also on February 10, Seely received a new option grant for 155,000 shares at an exercise price of $23.71 per share, vesting 12.5% six months after February 9, 2026 and then monthly in equal installments until fully vested, contingent on continued service.
Lyell Immunopharma General Counsel Mark A. Meltz received a grant of options to purchase 50,000 shares of common stock on February 10, 2026. The options have an exercise price of $23.71 per share and are held directly by him.
According to the vesting schedule, 12.5% of the shares subject to the option become vested and exercisable six months after February 9, 2026. The remaining shares vest in equal monthly installments of 1/48 of the total, so the option becomes fully vested over four years, contingent on his continued service.
Lyell Immunopharma VP, Corporate Controller Veronica Sanchez Bulis reported an equity grant and a small share sale. On February 10, 2026, she received 8,750 restricted stock units under Lyell’s 2021 Equity Incentive Plan at $0 per share equivalent, increasing her holdings to 15,891 common shares.
The RSUs vest over time: 12.5% on August 9, 2026, then 1/16 of the total vests quarterly, as long as she continues providing service. The filing also shows an open-market sale of 254 common shares at $23.12 per share, executed automatically to cover tax withholding from vested RSUs, leaving her with 15,637 directly owned shares.
Lyell Immunopharma Chief Medical Officer David Shook received a grant of stock options. On February 10, 2026, he was awarded an option to buy 50,000 shares of Lyell Immunopharma common stock at an exercise price of $23.71 per share.
The option vests over time: 12.5% of the shares become exercisable six months after February 9, 2026, and the remaining shares vest in equal monthly installments until fully vested, as long as he continues providing service. Following this grant, he also directly held 21,900 shares of common stock.
Lyell Immunopharma VP Veronica Sanchez Bulis reported two sales of company stock. On 12/24/2025 she sold 1,136 shares of common stock at a weighted average price of $38.67 per share, in a series of trades where individual prices ranged from $38.6643 to $38.6751 per share. On 12/30/2025 she sold an additional 936 shares at $32.32 per share. After these transactions, she held 7,141 shares of Lyell Immunopharma common stock directly.
Lyell Immunopharma, Inc. is registering up to 1,900,000 shares of common stock for resale by Innovative Cellular Therapeutics Holdings Limited (ICT Holdings). These shares were issued to ICT Holdings on November 6, 2025 as part of the upfront consideration under an exclusive license agreement covering certain cell therapy product candidates and products worldwide, excluding mainland China, Taiwan, Macau and Hong Kong.
Under the License Agreement, Lyell paid ICT Holdings $40 million in cash and issued 1.9 million shares, and may owe up to $30 million in clinical milestones, up to $115 million in late-stage regulatory milestones, up to $675 million in commercial sales milestones, up to 1.85 million additional shares, and tiered royalties up to 10% in the United States and low to mid-single digits elsewhere in the territory.
Lyell will not sell any shares or receive any proceeds from ICT Holdings’ sales. Lyell’s stock trades on Nasdaq under “LYEL,” and a 1-for-20 reverse stock split reduced outstanding shares to approximately 14,808,006 on May 30, 2025.
Lyell Immunopharma, Inc. has filed a resale registration for up to 1,900,000 shares of common stock held by Innovative Cellular Therapeutics Holdings Limited (ICT Holdings). These shares were issued on November 6, 2025 as part of the consideration under an Exclusive License Agreement granting Lyell worldwide rights, outside mainland China, Taiwan, Macau and Hong Kong, to research, develop, manufacture and commercialize certain cell therapy product candidates and products.
Lyell paid ICT Holdings $40 million in cash and issued 1.9 million shares, and may owe up to $30 million in clinical milestones, up to $115 million in late-stage regulatory milestones, up to $675 million in commercial sales milestones, and up to an additional 1.85 million shares upon specified milestones, plus tiered royalties. All 1,900,000 registered shares may be sold from time to time by ICT Holdings, and Lyell will not receive any proceeds from these sales.
Lyell Immunopharma (LYEL) reported an insider transaction by its President and CEO, who is also a Director. On 11/10/2025, the insider sold 412 shares of common stock at $16.11 per share. The filing states these shares were automatically sold to cover tax withholding from the settlement of vested restricted stock units. Following the transaction, the insider beneficially owns 67,159 shares, held directly.
Lyell Immunopharma (LYEL) reported an insider transaction by its VP, Corporate Controller. On 11/10/2025, the officer sold 239 shares of common stock at a weighted average price of $16.10.
The filing states the shares were automatically sold to cover tax withholding from the settlement of vested RSUs. Following the transaction, the officer beneficially owns 9,213 shares, held directly.
Lyell Immunopharma (LYEL) reported an insider transaction by its Chief Operating Officer on a Form 4. The filing shows an automatic sale of 95 shares of common stock at $16.12 on 11/10/2025 to satisfy tax withholding from the settlement of vested restricted stock units.
Following this tax-related sale, the reporting person directly holds 15,750 shares of Lyell common stock.