Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEOGENOMICS INCNEO · Entity 2096 | Chief Scientific Officer | April 01, 2023 | April 04, 2023 |
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.
NEOGENOMICS INC
Report date April 01, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,673 |
Reported balance
After 2023-04-01 transaction · row 1
1 source rowRow 1 · 2023-04-01 · Tax withholding · Disposed 3,759 · Balance 82,673 F1: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the April 1, 2023 vesting of restricted stock. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.15 · Expires 2029-04-01 | Direct | 132,744 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 132,744 F2: On April 1, 2022, Dr. Kulkarni was granted 132,744 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 $10.12 · Expires 2029-08-01 | Direct | 51,653 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 51,653 F3: On August 1, 2022, Dr. Kulkarni was granted 51,653 stock options. These options vest ratably over the first four anniversary dates of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the April 1, 2023 vesting of restricted stock.
F2: On April 1, 2022, Dr. Kulkarni was granted 132,744 stock options. These options vest ratably over the first four anniversary dates of the grant date.
F3: On August 1, 2022, Dr. Kulkarni was granted 51,653 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 |
|---|---|---|---|---|---|---|
| April 01, 2023 Filed Apr 4, 2023 17:04 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 3,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000030 · wf-form4_168064226383246.xml · nonDerivative · entry 1 Kulkarni Shashikant · CIK 0001936800 · Chief Scientific Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,673 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the April 1, 2023 vesting of restricted stock. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 17:44 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 51,653 | $0.00 Strike: $10.12 | $0.00 |
DisclosureSEC source: 0001077183-22-000127 · wf-form4_165956308168761.xml · derivative · entry 3 Kulkarni Shashikant · CIK 0001936800 · President of Lab Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,653 Underlying: Common Stock · 51,653 shares Expires 2029-08-01 F3 · derivative.exercise_date: On August 1, 2022, Dr. Kulkarni was granted 51,653 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 17:44 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 24,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000127 · wf-form4_165956308168761.xml · nonDerivative · entry 1 Kulkarni Shashikant · CIK 0001936800 · President of Lab Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,856 F1 · shares: On August 1, 2022, Dr. Kulkarni was granted 24,704 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.