Follow The Filings

MLYS Mineralys Therapeutics Inc.

Health Care, filed as MINERALYS THERAPEUTICS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.2%
  • $1.2M
  • 1 add

In 2026 Q2 Nathan Fischel added to Mineralys Therapeutics.

Who owns this now

Largest portfolio weights among holders, up to 0.2% (Nathan Fischel, Dafna Capital Management). Not free-float ownership.

  1. Nathan Fischel Add 0.23%

Who owns MLYS

Sorted by value, long equity only, as of 2026 Q2.

History
Nathan Fischel, Dafna Capital Management 0.23% Add +15.6% 44,490 $1.2M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MLYS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MLYS insider trades
  • $8.8M bought by 1 insider
  • $63.1M sold by 5 insiders outside a trading plan
  • $24.9M sold by 5 insiders under 10b5-1 plans
  1. Jon Congleton CEO
    Planned sale
    $1.9M 75,000 shares at $25.46 12% of stake
    Traded Sep 30 Filed Oct 2
    ↗
  2. Brian Taylor Slingsby Director
    Sale
    $3M 104,320 shares at $28.81 1.3% of stake
    Traded Sep 22 Filed Sep 24
    ↗
  3. Eric Warren Chief Commercial Officer
    Planned sale
    $209K 7,438 shares at $28.12 16% of stake
    Traded Sep 21 Filed Sep 22
    ↗
  4. Daphne Karydas Director
    Planned sale
    $86K 3,000 shares at $28.58 33% of stake
    Traded Sep 15 Filed Sep 17
    ↗
  5. Eric Warren Chief Commercial Officer
    Planned sale
    $193K 7,437 shares at $25.98 16% of stake
    Traded Aug 21 Filed Aug 25
    ↗
  6. David Malcom Rodman Chief Medical Officer
    Planned sale
    $59K 2,170 shares at $27.09 4.1% of stake
    Traded Aug 10 Filed Aug 12
    ↗
  7. Eric Warren Chief Commercial Officer
    Planned sale
    $200K 7,438 shares at $26.87 16% of stake
    Traded Jul 21 Filed Jul 23
    ↗
  8. David Malcom Rodman Chief Medical Officer
    Planned sale
    $11K 416 shares at $26.53 0.8% of stake
    Traded Jul 17 Filed Jul 20
    ↗
  9. Jon Congleton CEO
    Planned sale
    $291K 10,700 shares at $27.24 1.7% of stake
    Traded Jul 13 Filed Jul 15
    ↗
  10. David Malcom Rodman Chief Medical Officer
    Planned sale
    $557K 20,407 shares at $27.28 28% of stake
    Traded Jul 13–15 Filed Jul 15
    ↗
  11. David Malcom Rodman Chief Medical Officer
    Planned sale
    $66K 2,171 shares at $30.30 3.6% of stake
    Traded Jul 9 Filed Jul 10
    ↗
  12. Jon Congleton CEO
    Planned sale
    $2M 75,000 shares at $26.14 11% of stake
    Traded Jun 30 Filed Jun 30
    ↗
  13. Eric Warren Chief Commercial Officer
    Planned sale
    $2.7M 104,124 shares at $25.90 73% of stake
    Traded Jun 26 Filed Jun 30
    ↗
  14. David Malcom Rodman Chief Medical Officer
    Planned sale
    $350K 14,474 shares at $24.19 20% of stake
    Traded Jun 15–17 Filed Jun 17
    ↗
  15. Daphne Karydas Director
    Planned sale
    $75K 3,000 shares at $25.00 33% of stake
    Traded Jun 17 Filed Jun 17
    ↗

Also filed in the last 12 months, not counted as buying or selling: 63 option exercises, 13 stock grants, and 2 other transactions.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income -$71.9M -$177.81M -$154.65M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $249.1M $205.35M $661.39M
Total non-current assets * $2.53M $0.552M $0.42M
Total assets $251.64M $205.9M $661.81M
Total current liabilities $10.48M $14.65M $15.11M
Total equity $241.15M $191.26M $646.69M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$81.17M -$166.31M -$142.42M
Cash from investing -$160.47M $114.96M -$389.75M
Cash from financing $203.25M $116.14M $591M
Net change in cash -$38.4M $64.79M $58.83M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.