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SpyGlass Pharma (SGP) 10% owner reports indirect preferred stock holdings

(Neutral)
(Neutral)
Form Type
3

Rhea-AI Filing Summary

SpyGlass Pharma, Inc. 10% owner Paul Edward Walker filed an initial ownership report showing indirect holdings of multiple series of preferred stock as of February 5, 2026. These include Series A, B, C-1, C-2 and D preferred shares, each convertible into common stock on a one-for-one basis before the company’s initial public offering.

The preferred shares reported are held through New Enterprise Associates funds NEA 16 and NEA 17, via their general partner entities. Walker is a manager of the relevant general partners and disclaims beneficial ownership of any portions in which he has no pecuniary interest.

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Insider Walker Paul Edward
Role 10% Owner
Type Security Shares Price Value
holding Series B Preferred Stock -- -- --
holding Series C-1 Preferred Stock -- -- --
holding Series C-2 Preferred Stock -- -- --
holding Series D Preferred Stock -- -- --
holding Series A Preferred Stock -- -- --
holding Series B Preferred Stock -- -- --
Holdings After Transaction: Series B Preferred Stock — 1,619,240 shares (Indirect, See Note 2); Series C-1 Preferred Stock — 1,370,168 shares (Indirect, See Note 2); Series C-2 Preferred Stock — 1,370,168 shares (Indirect, See Note 2); Series D Preferred Stock — 737,962 shares (Indirect, See Note 2); Series A Preferred Stock — 954,990 shares (Indirect, See Note 3); Series B Preferred Stock — 402,273 shares (Indirect, See Note 3)
Footnotes (3)
  1. F1. All shares of the preferred stock, par value $0.00001 per share, of the Issuer will automatically be converted on a one-for-one basis to shares of the Issuer's common stock, par value $0.00001 per share ("Common Stock") prior to the closing of the Issuer's initial public offering of its Common Stock.
  2. F2. The Reporting Person is a manager of NEA 17 GP, LLC, which is the sole general partner of NEA Partners 17, L.P. ("NEA Partners 17"). NEA Partners 17 is the sole general partner of New Enterprise Associates 17, L.P. ("NEA 17"), the direct beneficial owner of the securities. The Reporting Person disclaims beneficial ownership within the meaning of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise of such portion of the securities held by NEA 17 in which the Reporting Person has no pecuniary interest.
  3. F3. The Reporting Person is a manager of NEA 16 GP, LLC, which is the sole general partner of NEA Partners 16, L.P. ("NEA Partners 16"). NEA Partners 16 is the sole general partner of New Enterprise Associates 16, L.P. ("NEA 16"), the direct beneficial owner of the securities. The Reporting Person disclaims beneficial ownership within the meaning of Section 16 of the Exchange Act or otherwise of such portion of the securities held by NEA 16 in which the Reporting Person has no pecuniary interest.

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FAQ

What does SpyGlass Pharma (SGP) disclose in this Form 3 filing?

The filing discloses initial beneficial ownership of several preferred stock series in SpyGlass Pharma. These indirect holdings, tied to NEA 16 and NEA 17 funds, are reported by 10% owner Paul Edward Walker as of February 5, 2026, with specific conversion terms into common stock.

Which securities does Paul Edward Walker report owning in SpyGlass Pharma (SGP)?

He reports indirect beneficial ownership of Series A, Series B, Series C-1, Series C-2 and Series D preferred stock. Each preferred share is convertible into one share of SpyGlass Pharma common stock before the closing of the company’s initial public offering of its common stock.

How are the reported SpyGlass Pharma (SGP) preferred shares held indirectly?

The preferred shares are held through New Enterprise Associates funds NEA 16 and NEA 17. Walker is a manager of NEA 16 GP, LLC and NEA 17 GP, LLC, which are general partners of entities that directly own the securities, creating indirect beneficial ownership for reporting purposes.

What conversion terms apply to SpyGlass Pharma (SGP) preferred stock in this filing?

All reported preferred stock shares automatically convert on a one-for-one basis into common stock. This automatic conversion occurs prior to the closing of SpyGlass Pharma’s initial public offering of its common stock, aligning preferred holders with common equity before the IPO completes.

Why does Paul Edward Walker disclaim certain beneficial ownership in SpyGlass Pharma (SGP)?

He disclaims beneficial ownership of portions of the NEA 16 and NEA 17 holdings in which he has no pecuniary interest. The filing explains that NEA 16 and NEA 17 are the direct beneficial owners, and Walker’s role is as a manager of their respective general partner entities.

Is the SpyGlass Pharma (SGP) Form 3 reporting a trade or just holdings?

The Form 3 reports existing indirect holdings of SpyGlass Pharma preferred stock rather than a new purchase or sale. It establishes Paul Edward Walker’s beneficial ownership position as a 10% owner at the time of the filing, including details about conversion to common stock before the IPO.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Walker Paul Edward

(Last) (First) (Middle)
2855 SAND HILL ROAD

(Street)
MENLO PARK CA 94025

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
02/05/2026
3. Issuer Name and Ticker or Trading Symbol
SpyGlass Pharma, Inc. [ SGP ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director X 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Series B Preferred Stock (1) (1) Common Stock 1,619,240 (1) I See Note 2(2)
Series C-1 Preferred Stock (1) (1) Common Stock 1,370,168 (1) I See Note 2(2)
Series C-2 Preferred Stock (1) (1) Common Stock 1,370,168 (1) I See Note 2(2)
Series D Preferred Stock (1) (1) Common Stock 737,962 (1) I See Note 2(2)
Series A Preferred Stock (1) (1) Common Stock 954,990 (1) I See Note 3(3)
Series B Preferred Stock (1) (1) Common Stock 402,273 (1) I See Note 3(3)
Explanation of Responses:
1. All shares of the preferred stock, par value $0.00001 per share, of the Issuer will automatically be converted on a one-for-one basis to shares of the Issuer's common stock, par value $0.00001 per share ("Common Stock") prior to the closing of the Issuer's initial public offering of its Common Stock.
2. The Reporting Person is a manager of NEA 17 GP, LLC, which is the sole general partner of NEA Partners 17, L.P. ("NEA Partners 17"). NEA Partners 17 is the sole general partner of New Enterprise Associates 17, L.P. ("NEA 17"), the direct beneficial owner of the securities. The Reporting Person disclaims beneficial ownership within the meaning of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise of such portion of the securities held by NEA 17 in which the Reporting Person has no pecuniary interest.
3. The Reporting Person is a manager of NEA 16 GP, LLC, which is the sole general partner of NEA Partners 16, L.P. ("NEA Partners 16"). NEA Partners 16 is the sole general partner of New Enterprise Associates 16, L.P. ("NEA 16"), the direct beneficial owner of the securities. The Reporting Person disclaims beneficial ownership within the meaning of Section 16 of the Exchange Act or otherwise of such portion of the securities held by NEA 16 in which the Reporting Person has no pecuniary interest.
/s/ Zachary Bambach, attorney-in-fact 02/05/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.