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Key take-away: Leidos Holdings, Inc. (LDOS) has filed a Form 4 indicating routine director compensation in stock.

On 10 July 2025, the company reported that director Harry M. Jansen Kraemer Jr. acquired 200.5059 shares of Leidos common stock on 8 July 2025. The shares were credited at a price of $0.00 because the director elected to defer his quarterly board retainer into the company鈥檚 Key Executive Stock Deferral Plan. After the transaction, Mr. Kraemer鈥檚 indirect holdings in the plan total 127,890.1673 shares. No open-market purchases, dispositions, or derivative security activities were reported.

The filing reflects standard board compensation practice and does not materially affect Leidos鈥� share count or insider ownership profile.

United Therapeutics Corp. (UTHR) has received a Form 144 filing indicating a planned sale of 11,000 common shares through Morgan Stanley Smith Barney on or after 07/10/2025. The proposed transaction is valued at $3.30 million, based on the filing鈥檚 quoted market value. The company has 45.11 million shares outstanding, so the contemplated sale represents roughly 0.024 % of total shares.

The filer, identified as Paul Mahon, has been an active seller. Over the past three months, the same account reported seven Rule 144 sales totaling 66,000 shares for gross proceeds of about $19.38 million. Individual sale blocks were generally 11,000 shares, executed between 04/17/2025 and 06/26/2025 at prices that generated proceeds of $3.08鈥�$3.31 million per block.

While Rule 144 notices do not guarantee a sale will occur, they provide advance public disclosure of an insider or affiliate鈥檚 intent to transact. The filing also certifies that the seller is not in possession of undisclosed material adverse information and, if applicable, is operating under a Rule 10b5-1 plan.

Key take-aways for investors:

• Continuation of a steady liquidation pattern鈥攁n additional 11,000 shares planned after 66,000 shares already sold in the prior quarter.
• The cumulative 77,000 shares (0.17 % of shares outstanding) may point to portfolio diversification rather than a large strategic exit.
• No financial performance data or corporate developments are disclosed in the Form 144; the filing is limited to proposed share sales.

Vor Biopharma Inc. (NASDAQ: VOR) 鈥� Schedule 13D/A Amendment No. 2 filed 9 July 2025

Venture investor 5AM Ventures and related entities disclosed that they reduced their collective beneficial ownership below the 5 % reporting threshold. Following open-market sales on 8 July 2025, the group now controls 4,422,863 common shares, equal to 3.5 % of VOR鈥檚 124,959,520 shares outstanding (per the issuer鈥檚 14 May 2025 10-Q).

Key transaction details: 5AM Ventures VI, L.P. sold 1,400,444 shares and 5AM Opportunities I, L.P. sold 538,416 shares, for a combined 1,938,860 shares at prices ranging from $2.40鈥�$3.00 (weighted-average $2.4568). After the sales, individual holdings are:

• 5AM Ventures VI, L.P.: 3,194,645 shares (2.6 %) 鈥� shared voting/dispositive power
• 5AM Opportunities I, L.P.: 1,228,218 shares (1.0 %) 鈥� shared voting/dispositive power
• Managing members Andrew J. Schwab & Dr. Kush Parmar share control over the full 4.42 M shares

Implications: The filing confirms that the venture group is no longer classified as an 鈥渋nsider鈥� under the 5 % threshold, potentially reducing governance influence. The sizable sale may create temporary supply pressure, but the funds retain a meaningful 3.5 % position, signalling continued (albeit reduced) exposure to VOR鈥檚 clinical pipeline.

Qualcomm Inc. (QCOM) Form 144 filing discloses that an insider, Akash Palkhiwala, has notified the SEC of an intent to sell 3,333 common shares on or about 07/02/2025 through Goldman Sachs & Co. LLC. The shares have an estimated aggregate market value of $541,012.56, representing roughly 0.0003% of the company鈥檚 1.098 billion outstanding shares.

The filing also details recent activity: over the past three months the same insider sold 9,999 shares across six transactions, generating ~$1.40 million in gross proceeds at prices consistent with market levels. All shares referenced were originally acquired on 09/23/2021 as restricted stock awards granted by the issuer and are being liquidated under Rule 144.

No additional financial metrics, corporate developments or 10b5-1 plan details are provided. Because the contemplated sale is immaterial relative to total shares outstanding and involves previously disclosed compensation stock, the filing is regarded as a routine insider-selling notice rather than a signal of fundamental change at Qualcomm.

Vor Biopharma Inc. (symbol VOR) has filed a Form 144 indicating the proposed sale of 40,468 common shares through Morgan Stanley Smith Barney on 01 July 2025. The shares have an aggregate market value of $69,613.05, implying an indicative price of roughly $1.72 per share. The filing notes 124,959,520 shares outstanding, so the planned sale represents approximately 0.03 % of shares outstanding, well below Rule 144鈥檚 1 % limit.

The insider鈥攊dentified in prior-period sales disclosures as Robert Ang, whose address matches the seller entries鈥攈as already sold 40,627 shares on 30 June 2025 for total gross proceeds of roughly $66,451. The combined past-three-month sales and the new notice still keep aggregate dispositions comfortably within Rule 144 volume restrictions.

No information is provided suggesting undisclosed adverse events at the issuer; the signer affirms there is no material non-public negative information. Nevertheless, investors often monitor Form 144 filings as a sentiment gauge, since continuing insider sales can create modest overhang or signal personal diversification.

Ur-Energy Inc. (NYSE American: URG; TSX: URE) filed an 8-K announcing the appointment of Matthew D. Gili as President effective June 30, 2025. Gili, 57, is a Professional Engineer with more than two decades of senior leadership in global mining, including CEO and COO roles at i-80 Gold, Nevada Copper and executive positions at Barrick and Rio Tinto.

The Company entered into an Employment Agreement that provides: (1) an annual base salary of US$430,000; (2) an initial grant of 175,000 stock options under the 2005 Stock Option Plan; (3) eligibility for all executive benefit plans; (4) standard non-solicitation and non-disclosure covenants; and (5) a severance provision equal to 2.5 years of base salary if terminated without cause or if Gili resigns for good reason. No family relationships or related-party transactions were disclosed, and the appointment resulted from no arrangements with third parties.

An executed copy of the Employment Agreement is filed as Exhibit 10.1, and customary XBRL cover data is provided as Exhibit 104.

• Strategic implication: Ur-Energy strengthens its executive bench with a leader experienced in scaling and operating large-scale mining assets鈥攑otentially valuable as the Company advances its uranium projects.
• Governance note: The 2.5-year severance multiple is above typical U.S. mid-cap norms and may attract shareholder scrutiny.

Vor Biopharma Inc. (NASDAQ: VOR) received Amendment No. 5 to a Schedule 13D from RA Capital Management, L.P. and related parties, updating their beneficial ownership information as of 25 June 2025.

The filing shows that the reporting group 鈥� RA Capital Management, its principals Peter Kolchinsky and Rajeev Shah, and affiliated funds 鈥� currently holds a combined 39,739,850 shares of Vor common stock, representing 31.8 % of the company鈥檚 outstanding shares. All voting and dispositive power over these shares is reported as 鈥渟hared.鈥� No shares are held with sole voting or dispositive power.

Breakdown of the reported position:

• 37,820,713 shares held directly by RA Capital Healthcare Fund, L.P.
• 1,825,326 shares held by RA Capital Nexus Fund, L.P.
• 21,121,449 shares underlying common-stock warrants held by the Fund (subject to a 9.99 % beneficial-ownership blocker).
• 200,000,000 shares underlying pre-funded warrants held by the Fund. These warrants are not currently exercisable because Vor lacks sufficient authorized but unissued shares.
• 93,811 shares underlying vested stock options held by Joshua Resnick for the benefit of RA Capital.

The warrants include 鈥渂eneficial-ownership blockers鈥� that prevent exercise if the reporting group鈥檚 ownership would exceed 9.99 % of Vor鈥檚 outstanding common stock. Consequently, the large warrant positions are not reflected in the 31.8 % ownership calculation.

RA Capital states that its operating entities have delegated sole voting and investment power to RA Capital Management. The individual principals disclaim beneficial ownership except for Section 13(d) reporting purposes.

Jean-Paul Kress, CEO, Chairman and Director of Vor Biopharma, was granted a significant stock option award on June 26, 2025. The derivative securities transaction involved 83,296,638 stock options with the following key terms:

• Exercise price set at $0.89 per share
• Options expire on June 25, 2035
• Vesting schedule: 25% vests on June 26, 2026, with remaining 75% vesting in equal monthly installments over 3 years
• Vesting contingent on continued service with company

This substantial equity grant aligns the CEO's interests with shareholders and suggests long-term commitment to the company. The low exercise price relative to typical biotech stock prices may indicate recent market challenges or strategic compensation planning.