LENZ LENZ Therapeutics, Inc. Insider Trading

CFO Daniel R. Chevallard bought 7,500 LENZ shares at $8.57; stock now $8.29, down 83.1% from $49.05 high.

CFO Chevallard purchased 7,500 shares at $8.57 on 2026-03-27, increasing his holdings by 139.2% to 12,886 shares. The stock has declined 83.1% from its 52-week high of $49.05 and fallen 38.6% in the prior 30 days, trading near the low end of its range at $8.29. At LENZ specifically, Chevallard's two most recent prior buys (both on 2025-11-07) generated 30-day gains of approximately 17% but steep 90-day losses of roughly 38%, while his older buy (2024-05-14) proved well-timed with a 47.8% 90-day gain—only 1 of his 3 prior LENZ purchases showed sustained positive returns. The company is unprofitable with a $-16.7M net loss against $12.5M quarterly revenue, and notably, 2 other insiders also bought within the past 14 days. This cluster activity and CFO accumulation occur as the stock languishes far below recent highs, but his mixed track record at this ticker and the company's negative earnings provide context for assessing whether this represents fresh conviction or continuation of a pattern that has not consistently rewarded the executive's timing."

Director George Jeffrey P. purchases 5,592 shares of LENZ at $8.92 as stock down 83.1% from 52-week high; cluster buy signals insider positioning

Director George Jeffrey P. purchased 5,592 shares at $8.92 on 2026-03-27, establishing an initial position in LENZ. The purchase occurs after a severe drawdown: the stock is trading at $8.29 (current price), representing an 83.1% decline from its 52-week high of $49.05, with a 30-day decline of 38.6% and 90-day decline of 48.6%. Notably, this transaction is part of a cluster pattern, with 2 other insiders also purchasing within the past 14 days, suggesting coordinated director-level positioning. Against this context, LENZ reports a loss-making fundamentals profile: net income of $-16.7M on quarterly revenue of $12.5M, with the company unprofitable over its full fiscal year, and a market cap of $259.9M. The convergence of multiple directors buying after sharp price deterioration warrants examination of whether this reflects strategic board-level confidence in the stock's depressed valuation or confidence in unannounced recovery catalysts.

LENZ CEO Schimmelpennink bought 28,089 shares at $8.95; stock down 83.1% from 52-week high, cluster buy pattern detected.

Schimmelpennink, as President, CEO and Secretary, purchased 28,089 shares at $8.95 on 2026-03-27, increasing holdings from 49,200 to 77,289 shares (+57.1%). The purchase occurred in a context of severe price deterioration: the stock is trading at $8.29, down 83.1% from its 52-week high of $49.05, and has declined 38.6% in the past 30 days and 48.6% over 90 days. Critically, a cluster buy pattern is present—2 other insiders also purchased within the past 14 days—suggesting coordinated accumulation by company leadership. LENZ remains unprofitable (net income of $-16.7M on quarterly revenue of $12.5M), adding material uncertainty to whether insider purchases reflect conviction or other motives. The combination of leadership concentration, significant stock deterioration, persistent losses, and synchronized insider buying warrants investor scrutiny of both the company's near-term operational trajectory and any material information these transactions might signal.

Director James W. McCollum buys 10,500 shares of LENZ at $22.79; stock down 52.7% from 52-week high amid unprofitability.

Director James W. McCollum purchased 10,500 shares at $22.79 on 2025-11-07, representing his first position in LENZ and totaling $239,278.20. This purchase occurs while the stock is down 52.7% from its 52-week high of $49.05 and has declined 40.2% over the past 30 days. Notably, McCollum's cross-ticker track record shows strong past execution (1 prior buy with 90d return of +48.7%), and his one prior trade at LENZ (a buy on 2024-05-13) proved well-timed, generating +48.7% over 90 days. However, the company's fundamentals remain challenged: it is unprofitable with a net income of $-16,700,000.00 against quarterly revenue of $12,500,000.00. The timing of this accumulation into a depressed price environment, coupled with McCollum's demonstrated track record of successful timing on LENZ, may signal conviction in the company's recovery prospects, yet the persistent unprofitability and recent sharp drawdown warrant close monitoring of subsequent quarters for signs of operational improvement.

LENZ CFO Chevallard buys 2,198 shares ($50,016.99) at $22.76 avg; stock down 53.2% from peak, company unprofitable ($-16.7M net loss)

Daniel R. Chevallard, Chief Financial Officer of LENZ Therapeutics, completed 2 separate purchases totaling 2,198 shares (2.2K shares) for $50,016.99 on 2025-11-07 at a blended average price of $22.76. The transaction increases his shareholdings from 3,188 shares (3.2K shares) to 5,386 shares (5.4K shares), a 68.9% increase in position size. The buy occurs while the stock trades at $22.97 (current price), down 53.2% from its 52-week high of $49.05 and down 52.7% over the past 30 days, against a backdrop of company-wide unprofitability: latest quarter revenue of $12,500,000.00 ($12.5M) was offset by a net loss of $-16,700,000.00 ($-16.7M), with negative full-year net income as well. Chevallard's cross-ticker track record shows 1 prior buy with a 90d return of +47.8%, and at LENZ specifically, his prior buy on 2024-05-14 delivered a 90d return of +47.8%; however, past performance at this single company does not predict future outcomes in a materially deteriorating financial environment.

Versant Venture Capital VI divests 224,974 shares (22.7% of holdings) at blended $46.01 in 6 separate sales on 2025-09-30.

Versant Venture Capital VI, a 10% owner of LENZ, executed 6 separate sales on 2025-09-30 totaling 224,974 shares for $10,352,017.44 at prices ranging from $45.35 to $47.01, reducing holdings from 989,101 to 764,127 shares (a -22.7% net reduction). The company is unprofitable with net income of $-14,912,000.00 on revenue of $5,000,000.00, operating at a significant loss. The selling occurred amid a 30-day rally of +23.1% and near the 52-week high of $49.05, placing the current price $48.32 at -1.5% from peak. Five prior sales by the same insider at this ticker occurred on 2025-09-18 (12 days before this filing), all with outcomes not yet measurable. The scale of this divestiture—reducing a major stakeholder's position by roughly one-fifth—combined with the losses at the operating level and the timing near all-time highs, warrants attention to the company's cash runway and capital structure.

Versant VC VI sells 135.3K shares (13.6% of holdings) at $42.23 avg; LENZ unprofitable with $-14.9M net income

Versant Venture Capital VI, L.P., a 10% owner of LENZ, executed 6 separate sales totaling 135,304 shares for $5,714,356.00 on 2025-09-18 at a blended average price of $42.23, reducing holdings from 991.5K to 856.2K shares. The current price of $41.26 sits 2.4% below the 52-week high of $42.27, and the stock has appreciated 38.6% over 90 days and 3.2% over 30 days. The company remains unprofitable with net income of $-14.9M in its most recent full fiscal year and a latest-quarter revenue of only $5.0M. The timing context shows 5 prior LENZ-specific sells by this insider all executed on 2025-08-25 and 2025-08-26, suggesting a concentrated liquidation pattern rather than isolated portfolio adjustment. With no measurable outcomes yet from the recent August trades, the sustained selling activity by a major VC shareholder warrants monitoring alongside the company's negative profitability profile.

Versant Venture Capital VI sells 188,094 shares ($7.4M) across 3 days; VC holder retains 900,807 shares post-transaction.

Versant Venture Capital VI, the 10% owner of LENZ Therapeutics, executed 12 separate sales totaling 188.1K shares for $7.4M between August 22 and August 26, 2025, at prices ranging from $38.97 to $40.59 (blended average $39.47). This represents a 17.3% reduction in the VC firm's stake, though it retains 900.8K shares (approximately 81.7% of its prior holdings). The sales occurred as LENZ stock was near its 52-week high of $40.91 and have remained 5.6% above that level on a current-price basis. Notably, LENZ is unprofitable (negative $14.9M net income in the latest period) with only $5.0M quarterly revenue, yet the company has delivered a 22.2% 30-day gain and 34.6% 90-day gain. The timing pattern at this ticker is unproven—four of Versant's five prior LENZ trades occurred within the past 11 days, and none of the measurable prior sales have demonstrated well-timed execution at the 90-day mark. The concentrated selling over a three-day window at elevated price levels warrants investor attention regarding whether the VC firm views current valuations as optimized or whether secondary market liquidity was the primary driver.

Major VC investor Versant Venture Capital VI sold 260,713 shares (260.7K) for $10.3M at $39.34 avg, reducing stake 21.3%

Versant Venture Capital VI, a 10% owner of LENZ Therapeutics, executed 4 separate sales totaling 260,713 shares for $10,255,243.56 on August 15–18, 2025, at a blended average price of $39.34. This represents a 21.3% reduction in the investor's holding, from 1,223,591 shares pre-transaction to 962,878 shares post-transaction. The sales occurred near the stock's 52-week high of $40.91, with the current price now at $37.61. Notably, LENZ remains unprofitable (latest quarter net income: $-14,912,000.00) despite strong recent momentum (30-day and 90-day gains of +11.5% and +33.6% respectively). The timing of this substantial VC liquidation—while the stock remains elevated but the company's financial fundamentals show sustained losses—warrants attention as a potential signal of capital redeployment at a valuation inflection point.

10% owner Versant Venture Capital VI sold 191.4K shares at $34.00 for $6.5M; post-transaction holdings 1.58M shares; LENZ unprofitable ($-14.6M net income).

Versant Venture Capital VI, a 10% owner, executed a $6.5M sale on 2025-07-10, reducing its stake by 191,376 shares. The seller's cross-ticker track record shows 13 prior open-market sells with a 90d well-timed rate of 62.50%, indicating moderate success at selling before declines elsewhere. However, at LENZ specifically, prior transaction outcomes remain unmeasured (most recent same-ticker sales on 2025-06-10, 2025-06-18, 2025-06-20, and 2025-06-27 lack sufficient outcome data). The company remains unprofitable with a full-year net income of $-14.6M, and the stock has appreciated +16.3% over the trailing 30 days and +41.2% over 90 days, now trading -9.7% from its 52-week high of $37.37. The pattern of recurring sales at LENZ over a concentrated two-week window (four sales between 2025-06-10 and 2025-06-27, followed by this sale on 2025-07-10) warrants monitoring for directional conviction or liquidity needs.