Robinhood Plan 1

Symbol	Shares	Blended cost	Current	Day change	Unrealized	P&L %
VERA Vera Therapeutics (atacicept/TRUTAKNA, IgAN)	106	$39.26	$39.49	-7.09%	+$24.38	+0.59%
VRDN Viridian (Lumvoa, TED — approved) — EXITED 2026-07-16	0	$17.18	$18.02	—	+$105.74 (realized)	+5.92%
Cash	—	—	—	—	$1,944.16	—

Kill triggers (armed)

Combined -25% stop SAFE (+3.68% currently)
Gap-down >12% ARMED (VERA only; VRDN N/A, no position)
CRL VERA (post-approval) RESOLVED
CRL VRDN (post-approval) RESOLVED
New dilution ARMED
Insider panic-sell WINDOW CLOSED (new 10b5-1 sale surfaced 07-07, CEO Fordyce 46,250sh ~$1.96M — confirmed plan, no action)
Trailing stop (Rule 1) — VERA TRACKING — closest approach yet (giveback 8.42% of 10%, peak $43.12 unchanged, trigger $38.808)
Trailing stop (Rule 1) — VRDN FIRED 07-16 (sold 104sh @ $18.1973; re-entry permanently blocked, binary resolved)
Earnings miss + guide cut ARMED
Hard expiry 2026-12-31 SCHEDULED

Take-profit status

VERA +60% target: $62.82 (current $39.49 — need +59.1%)
VRDN — position exited 2026-07-16 via GM Rule-1 trailing stop before take-profit threshold reached (peak unrealized was +21.4% vs cost)
VERA approved ✓ — take-profit rule armed

Upcoming events

Tue 2026-08-04 — VERA Q2 2026 earnings (AM) · 10-min task armed
Wed 2026-08-05 — VRDN Q2 2026 earnings (AM) · 10-min task armed
Mon 2026-09-07 — Labor Day (market closed)
Wed 2026-11-04 — VERA + VRDN Q3 2026 earnings (both same day)
Thu 2026-11-26 — Thanksgiving (market closed)
Fri 2026-11-27 — Early close 1pm ET
Thu 2026-12-24 — Christmas Eve early close 1pm ET
Fri 2026-12-25 — Christmas Day (market closed)
Wed 2026-12-30 — Pre-expiry tightening day (1-source news requirement)
Thu 2026-12-31 — 🚨 HARD EXPIRY — agent force-liquidates all positions at 15:30+ ET

Recent activity (from trades.log)

2026-07-16 17:46 UTC — Standard monitor run · VERA pulled back further to $39.49 (day -7.09%, giveback 8.42% of 10% trigger — closest approach yet, not fired, single reading) · fresh news scan clean (no CRL/delay/dilution, TRUTAKNA approval reconfirmed) · Form4 scan clean (only known Fordyce 10b5-1 sales) · no state mismatch · action=hold
2026-07-16 17:09 UTC — Standard monitor run · VERA pulled back further to $39.84 (day -6.26%, giveback 7.61% of 10% trigger — closest approach yet, not fired) · fresh news scan clean (no CRL/delay/dilution) · new Form4 surfaced: CEO Fordyce 46,250sh sale 07-07 ~$1.96M under confirmed 10b5-1 plan, no action · action=hold
2026-07-16 15:40 UTC — Standard monitor run · VERA held 106sh (giveback 4.92% of 10% trigger, no new peak) · fresh news scan clean (no CRL/delay/dilution) · no kill triggers · no GM rule breach · action=hold
2026-07-16 15:09 UTC — Standard monitor run · VERA held 106sh (giveback 3.665% of 10% trigger, no new peak) · no kill triggers · no GM rule breach · action=hold
2026-07-16 14:53 UTC — GM Rule-1 trailing-stop FIRED on VRDN: sold full 104sh at avg $18.1973 (realized +$105.74 / +5.92%); peak $20.85, trigger $18.765, confirmed via 3 independent quotes; VERA held 106sh unchanged
2026-07-10 09:39 — Standard monitor run · positions unchanged · no kill triggers · action=hold
2026-07-07 21:04 — VERA PDUFA-day final run · atacicept APPROVED · take-profit not triggered (need +60%)
2026-07-06 20:52 — VERA PDUFA-eve final run · no early action
2026-07-02 20:58 — VERA early-approval-watch complete · Rule 1 disarmed for day
2026-06-30 20:57 — VRDN PDUFA-day final run · veligrotug (Lumvoa) APPROVED 6/26 confirmed
2026-06-25 17:30 — Addition entry filled: 85 VERA @ $40.92 + 86 VRDN @ $17.44
2026-06-08 14:47 — Original entry filled: 21 VERA @ $32.54 + 18 VRDN @ $15.94

Notes

Trailing stop (Rule 1) FIRED on VRDN 2026-07-16 (10% giveback from $20.85 peak) — position fully exited, $105.74 realized gain locked in; re-entry (Rule 3) is permanently blocked for VRDN since its PDUFA binary already resolved to approval. VERA remains tracked (giveback 3.62% of the 10% trigger as of last update).
Extended monitoring active: analyst ratings, competitor news, sector moves, volume anomalies all being logged as informational context.
Daily digest emitted at end of each trading day (~12:30 PT / 15:30 ET).
Weekly review emitted each Friday afternoon.
VERA ORIGIN 3 eGFR confirmatory readout expected Q3 2026 — inside mandate window, monitored as a material event.

Robinhood Plan 1 — Catalyst Cliff (Extended)

P&L history

Positions

Kill triggers (armed)

Take-profit status

Upcoming events

Recent activity (from trades.log)

Notes