Lyell Immunopharma, Inc.
LYELAs of the close on Sep 25, 2026
Price
$9.85
Market cap
$241M
P/E (diluted TTM)
—
A per-share figure for one of the last four quarters is not shown, so no four-quarter total is given
EPS (TTM)
—
A per-share figure for one of the last four quarters is not shown, so no four-quarter total is given
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Lyell Immunopharma, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 18, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Decheng Capital LLC | 2026-03-31 | 692,050 | $13.9M | SEC filing |
| Decheng Capital LLC | 2025-12-31 | 692,050 | $21.3M | SEC filing |
| Decheng Capital LLC | 2025-09-30 | 595,466 | Not shown | SEC filing |
| TAKEDA PHARMACEUTICAL CO LTD | 2025-09-30 | 54,887 | Not shown | SEC filing |
| MWG Management Ltd. | 2025-06-30 | 1,008,116 | $8.91M | SEC filing |
| Orland Properties Ltd | 2025-06-30 | 754,698 | $6.67M | SEC filing |
| JOHNSON & JOHNSON | 2025-06-30 | 41,165 | $368K | SEC filing |
| Decheng Capital LLC | 2025-06-30 | 595,466 | $5.26M | SEC filing |
| TAKEDA PHARMACEUTICAL CO LTD | 2025-06-30 | 41,165 | $364K | SEC filing |
| Nuveen, LLC | 2025-03-31 | 641,173 | $345K | SEC filing |
| RAYMOND JAMES FINANCIAL INC | 2025-03-31 | 158,000 | $85K | SEC filing |
| SG Americas Securities, LLC | 2025-03-31 | 71,881 | Not shown | SEC filing |
| Alphabet Inc. | 2025-03-31 | 5,865,125 | $3.17M | SEC filing |
| Decheng Capital LLC | 2025-03-31 | 11,909,341 | $6.41M | SEC filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2025-03-31 | 12,596 | $6.78K | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2025-03-31 | 174,279 | $93.8K | SEC filing |
| NORTHERN TRUST CORP | 2025-03-31 | 1,295,073 | $697K | SEC filing |
| VOYA INVESTMENT MANAGEMENT LLC | 2025-03-31 | 50,329 | $27.1K | SEC filing |
| Foresite Capital Management IV, LLC | 2025-03-31 | 16,007,999 | $8.61M | SEC filing |
- Each value is checked against Lyell Immunopharma, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Lyell Immunopharma, Inc.'s share price.
- Value not shown for 2 rows: no share price from within three months of their report dates is on file, so they could not be checked.
- 1 row left out: the value per share it reports is far from Lyell Immunopharma, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Decheng Capital LLC: 692,050 shares reported 2025-12-31; 692,050 shares reported 2026-03-31.
- Decheng Capital LLC: 595,466 shares reported 2025-09-30; 692,050 shares reported 2025-12-31.
- Decheng Capital LLC: 595,466 shares reported 2025-06-30; 595,466 shares reported 2025-09-30.
- TAKEDA PHARMACEUTICAL CO LTD: 41,165 shares reported 2025-06-30; 54,887 shares reported 2025-09-30.
- Decheng Capital LLC: 11,909,341 shares reported 2025-03-31; 595,466 shares reported 2025-06-30.
- TAKEDA PHARMACEUTICAL CO LTD: 823,317 shares reported 2025-03-31; 41,165 shares reported 2025-06-30.
- JOHNSON & JOHNSON: 823,317 shares reported 2025-03-31; 41,165 shares reported 2025-06-30.
- MWG Management Ltd.: 20,162,332 shares reported 2025-03-31; 1,008,116 shares reported 2025-06-30.
102 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Lyell Immunopharma, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-02-11 · Seely Lynn: Larger than 29 of the 31 other insider sales of Common Stock on file. SEC filing
- 2025-08-21 · Seely Lynn: Larger than 28 of the 31 other insider sales of Common Stock on file. SEC filing
- 2023-08-15 · Klausner Richard: Larger than all 31 other insider sales of Common Stock on file. SEC filing
- 2022-09-23 · Klausner Richard: Larger than 30 of the 31 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-03-06–2026-03-06: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-03-14–2025-03-21: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-10 | Shook David · Chief Medical Officer | Common Stock | S — Open market or private sale | −1,977 | 12.64 | SEC filing |
| 2026-05-11 | Hill Stephen J. · Chief Operating Officer | Common Stock | S — Open market or private sale | −89 | 18.92 | SEC filing |
| 2026-05-11 | Seely Lynn · President and CEO | Common Stock | S — Open market or private sale | −388 | 18.91 | SEC filing |
| 2026-05-11 | Lee Gary K. · Chief Scientific Officer | Common Stock | S — Open market or private sale | −130 | 18.92 | SEC filing |
| 2026-05-11 | Bulis Veronica Sanchez · VP, Corporate Controller | Common Stock | S — Open market or private sale | −217 | 18.91 | SEC filing |
| 2026-03-06 | BERNS PAUL L · 10% owner | Common Stock | P — Open market or private purchase | +488,090 | 25.61 | SEC filing |
| 2026-03-06 | ARCH Venture Fund IX, L.P. · 10% owner | Common Stock | P — Open market or private purchase | +488,090 | 25.61 | SEC filing |
| 2026-02-11 | Seely Lynn · President and CEO | Common Stock | S — Open market or private sale | −7,455 | 23.39 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | FRIEDMAN CATHY · Director | Option (right to buy) | A — Grant, award, or other acquisition | +9,250 | SEC filing |
| 2026-06-10 | RIEFLIN WILLIAM JL · Director | Option (right to buy) | A — Grant, award, or other acquisition | +9,250 | SEC filing |
| 2026-06-10 | Ramachandra Sumant · Director | Option (right to buy) | A — Grant, award, or other acquisition | +9,250 | SEC filing |
| 2026-06-10 | Klausner Richard · Director | Option (right to buy) | A — Grant, award, or other acquisition | +9,250 | SEC filing |
| 2026-06-10 | NABEL ELIZABETH G · Director | Option (right to buy) | A — Grant, award, or other acquisition | +9,250 | SEC filing |
| 2026-06-10 | Bachleda Mark · Director | Option (right to buy) | A — Grant, award, or other acquisition | +9,250 | SEC filing |
| 2026-06-10 | BRAWLEY OTIS W · Director | Option (right to buy) | A — Grant, award, or other acquisition | +9,250 | SEC filing |
| 2026-03-09 | Shah Smital · Chief Fin. and Bus. Officer | Option (right to buy) | A — Grant, award, or other acquisition | +140,000 | SEC filing |
Showing 8 of 20 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-15 | Innovative Cellular Therapeutics Holdings Ltd · 10% owner | Common Stock | J — Other acquisition or disposition | −66,500 | SEC filing |
| 2023-11-16 | Hill Stephen J. · Chief Technical Ops. Officer | Stock Option (right to buy) | D — Disposition to the issuer | −100,000 | SEC filing |
| 2023-11-16 | Hill Stephen J. · Chief Technical Ops. Officer | Stock Option (right to buy) | D — Disposition to the issuer | −85,000 | SEC filing |
| 2023-11-16 | Newton Charles W. · Chief Financial Officer | Stock Option (right to buy) | D — Disposition to the issuer | −190,000 | SEC filing |
| 2023-11-16 | Lee Gary K. · Chief Scientific Officer | Stock Option (right to buy) | D — Disposition to the issuer | −800,000 | SEC filing |
| 2023-11-16 | Newton Charles W. · Chief Financial Officer | Stock Option (right to buy) | D — Disposition to the issuer | −516,000 | SEC filing |
| 2023-11-16 | Newton Charles W. · Chief Financial Officer | Stock Option (right to buy) | D — Disposition to the issuer | −500,000 | SEC filing |
| 2023-11-16 | Hill Stephen J. · Chief Technical Ops. Officer | Stock Option (right to buy) | D — Disposition to the issuer | −165,000 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.