Lyell Immunopharma (LYEL) Insider Trades, Congress & Funds

Smart money at a glance

Filings to Oct 30, 2026

Net selling: insiders sold $215K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: -$215K netNet selling
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 1 added, 0 cutMore adding
Federal contractsUSAspending.gov, last 12 months: No awardsNone on record

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about LYEL filings

Are insiders buying or selling Lyell Immunopharma Inc (LYEL) stock?

Net selling: insiders sold $215K and bought $0 of LYEL stock on the open market in the 90 days to Oct 30, 2026, according to SEC Form 4 filings. The largest was Seely, Lynn (President and CEO), who sold $155K. The latest filing was on Oct 13, 2026.

Which members of Congress have traded LYEL recently?

None. No member of Congress disclosed a LYEL trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this LYEL smart-money data?

This summary uses filings available on Oct 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on LYEL

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
Lean short3 sales · $159K
Form 4 filings, open market.
Politicians
No recent politician filings found
Funds
- BlackRock, added +$6.3M, holdings at Jun 30
Lean long · thin1 added · 0 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about LYEL filings

Are insiders buying or selling Lyell Immunopharma Inc (LYEL) stock?

Which members of Congress have traded LYEL recently?

None. No member of Congress disclosed a LYEL trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this LYEL smart-money data?

Funds

What funds are doing

1 move · 6 mo

Buys/Adds$6.3M

Buys/Adds (1)

BR
BlackRock
Q2 2026 13F
$6.3M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Unlock everything for $29/month

Unlock for $29/month

Reported Aug 6, 2026

Results versus expectations

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 6, 2026

Period ending

Jun 30, 2026

Earnings per share

Unavailable

EPS comparison unavailable

Revenue

$4.0K

SEC filing

Next report

Estimated report: Nov 11, 2026, in 12 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 6, 2026	Not on file	No estimate	$4.0KSEC filing	-50.0%from $8.0K
Mar 31, 2026Reported May 6, 2026	Not on file	No estimate	$2.0KSEC filing	-71.4%from $7.0K
Sep 30, 2025Reported Nov 12, 2025	Not on file	No estimate	$15.0KSEC filing	-55.9%from $34.0K
Jun 30, 2025Reported Aug 6, 2026	Not on file	No estimate	$8.0KSEC filing	-38.5%from $13.0K
Mar 31, 2025Reported May 6, 2026	Not on file	No estimate	$7.0KSEC filing	+133.3%from $3.0K
Sep 30, 2024Reported Nov 12, 2025	Not on file	No estimate	$34.0KSEC filing	+36.0%from $25.0K
Jun 30, 2024Reported Aug 12, 2025	Not on file	No estimate	$13.0KSEC filing	-51.9%from $27.0K
Mar 31, 2024Reported May 13, 2025	Not on file	No estimate	$3.0KSEC filing	-95.4%from $65.0K

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $11.00
52-wk high: $45.00
High: $11.62
52-wk low: $7.20
Low: $11.00
Prev close: $10.93
Mkt cap: $277.0M
ROE: -93.3%
Beta: -0.03
P/S: 10260.4x
P/B: 1.1x
Profit margin: +0.0%
Op margin: -1183425.0%

Fundamentals

Is the business strong?

This company is running thin margins.

Net margin: 0.0%
Market cap: $277M

Valuation

P/S10260.39
P/B1.15

Quality

Operating margin-1183425.0%
ROE-93.3%
ROA-34.2%

Growth

Beta-0.03

Technicals

Price structure

This stock is trending upward, and looks overbought after a fast run-up.

Trend

Constructive

60 / 100

RSI 14

72overbought

20D volatility

81%annualized

52-week range

$11.30

$7.20$45.00

20D support

$7.20recent floor

20D resistance

$11.62recent ceiling

Returns

5D +20.5%20D +20.1%60D -15.9%

Price vs moving averages

SMA20 +24.6%SMA50 +1.8%SMA200 -33.2%

Volume pace

1.13xvs prior 20D

Smart money at a glance

Filings to Oct 30, 2026

Net selling: insiders sold $215K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: -$215K netNet selling
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 1 added, 0 cutMore adding
Federal contractsUSAspending.gov, last 12 months: No awardsNone on record

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about LYEL filings

Are insiders buying or selling Lyell Immunopharma Inc (LYEL) stock?

Which members of Congress have traded LYEL recently?

None. No member of Congress disclosed a LYEL trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this LYEL smart-money data?

13F: filed up to 45 days late.

Smart money on LYEL

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
Lean short3 sales · $159K
Form 4 filings, open market.
Politicians
No recent politician filings found
Funds
- BlackRock, added +$6.3M, holdings at Jun 30
Lean long · thin1 added · 0 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about LYEL filings

Are insiders buying or selling Lyell Immunopharma Inc (LYEL) stock?

Which members of Congress have traded LYEL recently?

None. No member of Congress disclosed a LYEL trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this LYEL smart-money data?

Funds

What funds are doing

1 move · 6 mo

Buys/Adds$6.3M

Buys/Adds (1)

BR
BlackRock
Q2 2026 13F
$6.3M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Unlock everything for $29/month

Unlock for $29/month

Reported Aug 6, 2026

Results versus expectations

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 6, 2026

Period ending

Jun 30, 2026

Earnings per share

Unavailable

EPS comparison unavailable

Revenue

$4.0K

SEC filing

Next report

Estimated report: Nov 11, 2026, in 12 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 6, 2026	Not on file	No estimate	$4.0KSEC filing	-50.0%from $8.0K
Mar 31, 2026Reported May 6, 2026	Not on file	No estimate	$2.0KSEC filing	-71.4%from $7.0K
Sep 30, 2025Reported Nov 12, 2025	Not on file	No estimate	$15.0KSEC filing	-55.9%from $34.0K
Jun 30, 2025Reported Aug 6, 2026	Not on file	No estimate	$8.0KSEC filing	-38.5%from $13.0K
Mar 31, 2025Reported May 6, 2026	Not on file	No estimate	$7.0KSEC filing	+133.3%from $3.0K
Sep 30, 2024Reported Nov 12, 2025	Not on file	No estimate	$34.0KSEC filing	+36.0%from $25.0K
Jun 30, 2024Reported Aug 12, 2025	Not on file	No estimate	$13.0KSEC filing	-51.9%from $27.0K
Mar 31, 2024Reported May 13, 2025	Not on file	No estimate	$3.0KSEC filing	-95.4%from $65.0K

Open: $11.00
52-wk high: $45.00
High: $11.62
52-wk low: $7.20
Low: $11.00
Prev close: $10.93
Mkt cap: $277.0M
ROE: -93.3%
Beta: -0.03
P/S: 10260.4x
P/B: 1.1x
Profit margin: +0.0%
Op margin: -1183425.0%

Fundamentals

Is the business strong?

This company is running thin margins.

Net margin: 0.0%
Market cap: $277M

Valuation

P/S10260.39
P/B1.15

Quality

Operating margin-1183425.0%
ROE-93.3%
ROA-34.2%

Growth

Beta-0.03

Technicals

Price structure

This stock is trending upward, and looks overbought after a fast run-up.

Trend

Constructive

60 / 100

RSI 14

72overbought

20D volatility

81%annualized

52-week range

$11.30

$7.20$45.00

20D support

$7.20recent floor

20D resistance

$11.62recent ceiling

Returns

5D +20.5%20D +20.1%60D -15.9%

Price vs moving averages

SMA20 +24.6%SMA50 +1.8%SMA200 -33.2%

Volume pace

1.13xvs prior 20D

Lyell Immunopharma Inc

Smart money at a glance

What do analysts expect?

Questions about LYEL filings

Smart money on LYEL

Questions about LYEL filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Results versus expectations

Estimated report: Nov 11, 2026, in 12 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Lyell Immunopharma Inc

Smart money at a glance

What do analysts expect?

Questions about LYEL filings

Smart money on LYEL

Questions about LYEL filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Results versus expectations

Estimated report: Nov 11, 2026, in 12 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Lyell Immunopharma Inc

Overview

Questions about LYEL filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

Lyell Immunopharma Inc

Overview

Questions about LYEL filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.