Moderna (MRNA)Douglas Lane & Associates, LLC added to its stake +32K shares

1.34M

Shares reported · +32K vs prior quarter

1.3%

Disclosed portfolio weight

$94.1M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 15, 2026InsiderOfficer sold ~$2.58M of MRNA shares in the open market
2. May 21, 2026InsiderDirector sold ~$434K of MRNA shares in the open market
3. Jun 4, 2026InsiderOfficer sold ~$174K of MRNA shares in the open market
4. Jun 15, 2026InsiderOfficer sold ~$2.74M of MRNA shares in the open market
5. Jul 6, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On July 6, 2026 , the Board of Directors (the “Board”) of Moderna, Inc. (the “Company”), upon the recommendation of the Nominating and Corporate Governance Committee of the Board (the “Nominating and Corporate Governance Committee”), appointed Michael McDonnell to the Board, effective July 8, 2026.”

What came next

1. Jul 15, 2026InsiderOfficer sold ~$3.61M of MRNA shares in the open market
2. Jul 24, 20265% stakeBAILLIE GIFFORD & CO reported a passive stake (13G) of 4.6%
3. Jul 31, 2026Company filing · Form 8-K · ResultsReported its results
4. Aug 5, 2026Insider · 1 personInsiders: 4 sales (~$28.7M)
5. Aug 6, 20265% stakeFMR LLC reported a passive stake (13G) of 13.1%
6. Aug 12, 20265% stakeCapital World Investors reported a passive stake (13G) of 5.6%
7. Aug 19, 2026Congress · 1 personMembers of Congress: 1 purchase, 1 sale
8. Aug 27, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 2 more items)
9. Sep 1, 2026InsiderOfficer sold ~$486K of MRNA shares in the open market
10. Sep 10, 2026Insider · 1 personInsiders: 2 sales (~$4.7M)
11. Sep 14, 2026InsiderOfficer sold ~$5.81M of MRNA shares in the open market
12. Sep 15, 2026InsiderOfficer sold ~$5.88M of MRNA shares in the open market
13. Sep 24, 2026CongressDisclosed partial sale of MRNA — reported range $1,001 - $15,000
14. Sep 30, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On September 30, 2026, Moderna, Inc. (“Moderna” or the “Company”) announced the appointment of Juan Andres as its Chief Operating Officer (“COO”) effective October 5, 2026.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Moderna

For Moderna, OQRO holds 13 insider filings (SEC Form 4 or Form 144), 3 Congress trade reports and 7 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MRNA page.

How this filing works

• SEC Form 13F

Other disclosures at Moderna

• House Clerk periodic transaction reportOct 7, 2026
• SEC Form 4Sep 16, 2026
• SEC Form 4Sep 16, 2026
• SEC Form 144Sep 15, 2026
• SEC Form 144Sep 14, 2026
• SEC Form 4Sep 14, 2026

Everything OQRO holds on this company is on its MRNA page.