Innovative Cellular Therapeutics Holdings Ltd 4

What Happened
Innovative Cellular Therapeutics Holdings Ltd, a reported 10% owner of Lyell Immunopharma, transferred 44,000 shares of Lyell Common Stock on July 27, 2026. The shares were transferred for no cash consideration (reported price $0.00) as a broker commission to Wuxiong, Inc., in connection with the first Development Milestone payment under a November 6, 2025 license agreement. This was a disposition/transfer (not an open-market sale).

Key Details

• Transaction date: 2026-07-27 (filed 2026-07-27). No late filing indicated.
• Transaction type/code: Other acquisition or disposition — code J.
• Shares transferred: 44,000; reported price: $0.00; reported value: $0.
• Beneficial ownership: ~2,818,980 shares before the transfer; ~2,774,980 shares after the transfer (reduction of ~44,000 shares, ~1.6% of pre-transfer holdings).
• Footnote: Transfer reported as broker commission to Wuxiong, Inc. related to a development milestone under a license agreement (see F1). F2 confirms the pre-transaction and post-transaction share counts.

Context

• This filing is from a 10% owner (institutional entity), not an individual executive; such transfers can reflect contract or fee arrangements rather than trading sentiment.
• Because the transfer was a commission (no cash), it does not represent a cash sale and should not be read as a typical insider sell for liquidity.