IRLANasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
IRulya Therapeutics Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$34.45+2.42 (+7.56%)
Close on Oct 19, 2026
- Market cap
- $211.28M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
32.5%
0M of 1M shares
Institutional holders
27
27 new, 0 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $173.50K
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dames GP LLC | 97,699 | 9.99% | 13G (passive) | Jun 30, 2026 |
| Ikarian Capital, LLC | 91,789 | 9.00% | 13G (passive) | Jun 30, 2026 |
| Joseph Edelman | 912,853 | 8.40% | 13G (passive) | Oct 6, 2026 |
| James B. Tananbaum | 652,039 | 6.00% | 13G (passive) | Oct 6, 2026 |
| Group One Trading LLC | 5,942,906 | 10.70% | 13G (passive) | Feb 28, 2026 |
| Squadron Master Fund LP | 55,173 | 5.60% | 13G (passive) | Jul 28, 2026 |
| Wilmot B. Harkey | 4,765,862 | 9.99% | 13G (passive) | Jun 30, 2025 |
| David A. Lamond | 4,460,154 | 10.10% | 13D (active) | Mar 4, 2021 |
| Kevin Tang | 3,220,000 | 7.50% | 13G (passive) amendment | Dec 31, 2023 |
| Francesco Micheli | 2,806,611 | 6.49% | 13G (passive) amendment | Oct 18, 2024 |
| Karl Naegler | 2,397,711 | 5.40% | 13G (passive) | Dec 31, 2024 |
| Millennium Group Management LLC | 1,403,697 | 7.20% | 13G (passive) | Jun 4, 2026 |
| Cormorant Asset Management, LP | 108,029 | 9.99% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IRLA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ikarian Capital, LLC | 72,251 | 7.10% | $1.31M | New | 0.14% |
| Millennium Management LLC | 70,779 | 6.96% | $1.29M | New | 0.00% |
| Balyasny Asset Management L.P. | 69,967 | 6.88% | $12.56M | New | 0.02% |
| Squadron Capital Management LLC | 40,375 | 3.97% | $734.42K | New | 0.23% |
| Shay Capital LLC | 17,468 | 1.72% | $329.27K | New | 0.02% |
| Boothbay Fund Management, LLC | 13,911 | 1.37% | $253.04K | New | 0.00% |
| Jane Street Group, LLC | 12,642 | 1.24% | $229.96K | New | 0.00% |
| Vanguard Capital Management LLC | 12,044 | 1.18% | $219.08K | New | 0.00% |
| Cormorant Asset Management, LP | 5,498 | 0.54% | $100.01K | New | 0.01% |
| UBS Group AG | 4,730 | 0.47% | $86.04K | New | 0.00% |
| Morgan Stanley | 4,084 | 0.40% | $74.29K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 3,614 | 0.36% | $65.74K | New | 0.00% |
| BlackRock, Inc. | 1,702 | 0.17% | $30.96K | New | 0.00% |
| Tower Research Capital LLC (TRC) | 567 | 0.06% | $10.31K | New | 0.00% |
| Gen-Wealth Partners Inc | 165 | 0.02% | $3.00K | New | 0.00% |
| Operose Advisors LLC | 159 | 0.02% | $2.89K | New | 0.00% |
| Fortitude Family Office, LLC | 40 | 0.00% | $728 | New | 0.00% |
| Barclays PLC | 27 | 0.00% | $491 | New | 0.00% |
| Integrated Wealth Concepts LLC | 12 | 0.00% | $218 | New | 0.00% |
| Wells Fargo & Company/Mn | 10 | 0.00% | $182 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | 0M | 32.5% | 27 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IRLA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 12,044 | 1.18% | $219.08K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brigette Roberts | Chief Corp. Affairs Officer, Director | – | – | Jun 11, 2026 |
| Dirk Thye | CEO and CMO, Director | 994,885 | 97.82% | Jan 23, 2026 |
| Brendan Hannah | CBO, COO & CCO | 336,547 | 33.09% | Jan 23, 2026 |
| Charles S. Ryan | President | 130,009 | 12.78% | Jan 23, 2026 |
| Christopher J. Senner | Director | 0 | – | Jun 15, 2026 |
| David Lamond | Director | 6,974,754 | 685.77% | Jun 15, 2026 |
| Margaret McLoughlin | Director | 8,000 | 0.79% | Jan 21, 2026 |
| June Bray | Director | – | – | Jan 21, 2026 |
| Luca Benatti | Director | 39,179 | 3.85% | Dec 29, 2025 |
| Una S. Ryan | Director | 2,875 | 0.28% | Jun 6, 2025 |
| Rajiv Patni | Director | – | – | Jun 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Luca Benatti Director | Dec 26, 2025 | Sale | −50,000 | $3.47 | $173.50K | 39,179 |
| Dirk Thye CEO and CMO, Director | Dec 10, 2025 | Gift | +739,885 | – | – | 739,885 |
| Dirk Thye CEO and CMO, Director | Dec 10, 2025 | Gift | −739,885 | – | – | 255,000 |
| Brendan Hannah CBO, COO & CCO | Dec 5, 2025 | Option exercise | +2,271 | $0.55 | $1.25K | 336,547 |
| Brendan Hannah CBO, COO & CCO | Dec 5, 2025 | Option exercise | +25,280 | $0.94 | $23.76K | 361,827 |
| Dirk Thye CEO and CMO, Director | Jun 18, 2025 | Award | +150,944 | $1.20 | $181.13K | 994,885 |
| Charles S. Ryan President | Jun 18, 2025 | Award | +7,548 | $1.20 | $9.06K | 130,009 |
| Brendan Hannah CBO, COO & CCO | Jun 18, 2025 | Award | +37,736 | $1.20 | $45.28K | 334,276 |
| Luca Benatti Director | Oct 23, 2024 | Other | +8,918 | – | – | 89,179 |
| Dirk Thye CEO AND CHIEF MEDICAL OFFICER, Director | Aug 30, 2024 | Buy | +77,000 | $0.70 | $53.90K | 843,941 |
| Dirk Thye CEO AND CHIEF MEDICAL OFFICER, Director | Aug 29, 2024 | Buy | +77,500 | $0.69 | $53.47K | 766,941 |
| Brendan Hannah CHIEF BUSINESS OFFICER AND COO | Aug 21, 2024 | Buy | +5,000 | $0.62 | $3.10K | 272,975 |
| Brendan Hannah CHIEF BUSINESS OFFICER AND COO | Aug 21, 2024 | Buy | +2,280 | $0.61 | $1.39K | 267,975 |
| Brendan Hannah CHIEF BUSINESS OFFICER AND COO | Aug 21, 2024 | Buy | +23,565 | $0.63 | $14.85K | 296,540 |
| Charles S. Ryan PRESIDENT | Aug 20, 2024 | Buy | +48,387 | $0.65 | $31.45K | 122,461 |
| Brendan Hannah CHIEF BUSINESS OFFICER AND COO | Aug 20, 2024 | Buy | +3,424 | $0.60 | $2.05K | 265,695 |
| Brendan Hannah CHIEF BUSINESS OFFICER AND COO | Aug 20, 2024 | Buy | +2,500 | $0.61 | $1.53K | 262,271 |
| Brendan Hannah CHIEF BUSINESS OFFICER AND COO | Aug 19, 2024 | Buy | +2,155 | $0.58 | $1.25K | 259,771 |
| Brendan Hannah CHIEF BUSINESS OFFICER AND COO | Jun 4, 2024 | Option exercise | +56,061 | $0.55 | $30.83K | 257,616 |
| Dirk Thye CHIEF EXECUTIVE OFFICER, Director | Jan 16, 2024 | Option exercise | +90,531 | $0.55 | $49.79K | 539,442 |
| Dirk Thye CHIEF EXECUTIVE OFFICER, Director | Jan 16, 2024 | Option exercise | +149,999 | $0.94 | $141.00K | 689,441 |
| David Lamond Director | Dec 14, 2023 | Buy | +22,627 | $1.04 | $23.53K | 2,347,545 |
| David Lamond Director | Dec 13, 2023 | Buy | +22,627 | $1.00 | $22.63K | 2,324,918 |
| David Lamond Director | Dec 12, 2023 | Buy | +22,327 | $1.02 | $22.77K | 2,302,291 |
| David Lamond Director | Dec 12, 2023 | Buy | +300 | $1.00 | $300 | 2,279,964 |
| David Lamond Director | Dec 7, 2023 | Buy | +19,123 | $1.01 | $19.31K | 2,279,664 |
| David Lamond Director | Dec 6, 2023 | Buy | +19,123 | $1.02 | $19.51K | 2,260,541 |
| David Lamond Director | Dec 5, 2023 | Buy | +19,123 | $1.01 | $19.31K | 2,241,418 |
| David Lamond Director | Dec 1, 2023 | Buy | +14,378 | $0.94 | $13.52K | 2,222,295 |
| David Lamond Director | Nov 30, 2023 | Buy | +14,378 | $0.90 | $12.94K | 2,207,917 |
| David Lamond Director | Nov 29, 2023 | Buy | +14,378 | $0.98 | $14.09K | 2,193,539 |
| David Lamond Director | Aug 31, 2023 | Buy | +41,026 | $1.32 | $54.15K | 2,179,161 |
| David Lamond Director | Aug 30, 2023 | Buy | +41,026 | $1.31 | $53.74K | 2,138,135 |
| David Lamond Director | Aug 17, 2023 | Buy | +24,766 | $1.29 | $31.95K | 2,097,109 |
| David Lamond Director | Aug 16, 2023 | Buy | +117,348 | $1.29 | $151.38K | 2,072,343 |
| David Lamond Director | Aug 15, 2023 | Buy | +107,886 | $1.32 | $142.41K | 1,954,995 |
| Dirk Thye Chief Executive Officer, Director | Aug 10, 2023 | Buy | +88,000 | $1.26 | $110.88K | 448,911 |
| Dirk Thye Chief Executive Officer, Director | Aug 8, 2023 | Buy | +80,000 | $1.24 | $99.20K | 360,911 |
| Brendan Hannah Chief Business Officer | Aug 8, 2023 | Buy | +71,762 | $1.22 | $87.55K | 201,555 |
| Margaret McLoughlin Director | Aug 8, 2023 | Buy | +8,000 | $1.23 | $9.84K | 8,000 |
| Ted Monohon Chief Accounting Officer & VP | Mar 6, 2023 | Sale(10b5-1 plan) | −1,871 | $0.98 | $1.83K | 27,440 |
| Ted Monohon Chief Accounting Officer & VP | Dec 5, 2022 | Tax withholding | −1,640 | $0.72 | $1.18K | 29,311 |
| Ted Monohon Chief Accounting Officer & VP | Sep 6, 2022 | Tax withholding | −1,520 | $1.64 | $2.49K | 30,951 |
| Leslie Holsinger EVP, Preclinical Development | Jun 6, 2022 | Tax withholding | −10,920 | $2.86 | $31.23K | 148,080 |
| Ted Monohon Chief Accounting Officer & VP | Jun 6, 2022 | Tax withholding | −1,529 | $3.12 | $4.77K | 32,471 |
| Caryn Gordon McDowell Chief Legal & Adm. Officer | Jun 6, 2022 | Sale(10b5-1 plan) | −10,800 | $2.86 | $30.89K | 122,500 |
| Caryn Gordon McDowell Chief Legal & Adm. Officer | Jun 6, 2022 | Tax withholding | −6,700 | $2.86 | $19.16K | 133,300 |
| Dirk Thye Chief Executive Officer, Director | May 19, 2022 | Award | +216,322 | – | – | 280,911 |
| Brendan Hannah Chief Business Officer | May 19, 2022 | Award | +113,569 | – | – | 129,793 |
| Karen L. Smith Chief Medical Officer | May 19, 2022 | Award | +170,354 | – | – | 194,690 |
| Philip S. Low Director | May 19, 2022 | Award | +63,974 | – | – | 63,974 |
| Philip S. Low Director | May 19, 2022 | Award | +455,309 | – | – | 455,309 |
| Brendan Hannah Chief Business Officer | May 19, 2022 | Award | +16,224 | – | – | 16,224 |
| Karen L. Smith Chief Medical Officer | May 19, 2022 | Award | +24,336 | – | – | 24,336 |
| Dirk Thye Chief Executive Officer, Director | May 19, 2022 | Award | +64,589 | – | – | 64,589 |
| David Lamond Director | May 19, 2022 | Award | +200,002 | – | – | 1,734,722 |
| Christopher P. Lowe Interim CEO, COO & CFO | Mar 3, 2022 | Award | +175,000 | – | – | 265,000 |
| Ted Monohon Chief Accounting Officer & VP | Mar 3, 2022 | Award | +34,000 | – | – | 34,000 |
| Caryn Gordon McDowell Chief Legal & Adm. Officer | Mar 3, 2022 | Award | +140,000 | – | – | 140,000 |
| Leslie Holsinger EVP, Preclinical Development | Mar 3, 2022 | Award | +155,500 | – | – | 159,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Benatti Luca OFFICER | Dec 29, 2025 | 50,000 | $173.21K | Dec 26, 2025 | RSU |