Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invitae CorpNVTA · Entity 95935 | Chief Operating Officer | November 13, 2023 | November 14, 2023 |
| NEOGENOMICS INCNEO · Entity 2096 | President, Clinical Services | August 01, 2022 | August 03, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Invitae Corp
Report date November 13, 2023 · Filed November 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 850,000 |
Reported balance
After 2023-11-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-11-13 · Grant · Acquired 850,000 · Balance 850,000 F1: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3 of the total award vesting on each of November 15, 2024, 2025 and 2026, subject to continued service with the issuer through the applicable vesting dates. F2: Includes an aggregate of 850,000 shares of common stock issuable pursuant to restricted stock units that have not vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3 of the total award vesting on each of November 15, 2024, 2025 and 2026, subject to continued service with the issuer through the applicable vesting dates.
F2: Includes an aggregate of 850,000 shares of common stock issuable pursuant to restricted stock units that have not vested.
NEOGENOMICS INC
Report date August 01, 2022 · Filed August 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,216 |
Reported balance
After 2022-08-01 transaction · row 1
1 source rowRow 1 · 2022-08-01 · Grant · Acquired 12,352 · Balance 43,216 F1: On August 1, 2022, Dr. Sholehvar was granted 12,352 restricted stock awards. These awards vest ratably over the first four anniversary dates of the grant date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.12 · Expires 2029-08-01 | Direct | 25,826 |
Reported balance
After 2022-08-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-01 · Grant · Acquired 25,826 · Balance 25,826 F3: On August 1, 2022, Dr. Sholehvar was granted 25,826 stock options. These options vest ratably over the first four anniversary dates of the grant date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.15 · Expires 2029-04-01 | Direct | 66,372 |
Reported balance
Holding disclosure · report date 2022-08-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 66,372 F2: On April 1, 2022, Dr. Sholehvar was granted 66,372 stock options. These options vest ratably over the first four anniversary dates of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 1, 2022, Dr. Sholehvar was granted 12,352 restricted stock awards. These awards vest ratably over the first four anniversary dates of the grant date.
F2: On April 1, 2022, Dr. Sholehvar was granted 66,372 stock options. These options vest ratably over the first four anniversary dates of the grant date.
F3: On August 1, 2022, Dr. Sholehvar was granted 25,826 stock options. These options vest ratably over the first four anniversary dates of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 13, 2023 Filed Nov 14, 2023 19:58 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 850,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-063939 · ownership.xml · nonDerivative · entry 1 Sholehvar David · CIK 0001916426 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 850,000 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3 of the total award vesting on each of November 15, 2024, 2025 and 2026, subject to continued service with the issuer through the applicable vesting dates. F2 · balance_after: Includes an aggregate of 850,000 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:45 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 25,826 | $0.00 Strike: $10.12 | $0.00 |
DisclosureSEC source: 0001077183-22-000128 · wf-form4_165956310295167.xml · derivative · entry 3 Sholehvar David · CIK 0001916426 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,826 Underlying: Common Stock · 25,826 shares Expires 2029-08-01 F3 · derivative.exercise_date: On August 1, 2022, Dr. Sholehvar was granted 25,826 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:45 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 12,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000128 · wf-form4_165956310295167.xml · nonDerivative · entry 1 Sholehvar David · CIK 0001916426 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,216 F1 · shares: On August 1, 2022, Dr. Sholehvar was granted 12,352 restricted stock awards. These awards vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 23:07 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 66,372 | $0.00 Strike: $12.15 | $0.00 |
DisclosureSEC source: 0001077183-22-000055 · wf-form4_164911363482493.xml · derivative · entry 2 Sholehvar David · CIK 0001916426 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,372 Underlying: Common Stock · 66,372 shares Expires 2029-04-01 F2 · derivative.exercise_date: On April 1, 2022, Dr. Sholehvar was granted 66,372 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 23:07 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 30,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000055 · wf-form4_164911363482493.xml · nonDerivative · entry 1 Sholehvar David · CIK 0001916426 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,864 F1 · shares: On April 1, 2022, Dr. Sholehvar was granted 30,864 restricted stock awards. These awards vest ratably over the first four anniversary dates of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.