Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXAGEN INC.XGN · Entity 935 | Chief Business Officer | March 02, 2023 | March 03, 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.
EXAGEN INC.
Report date March 02, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 190,205 |
Reported balance
After 2023-03-02 transaction · row 1
1 source rowRow 1 · 2023-03-02 · Sale · Disposed 3,667 · Balance 190,205 F1: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on February 23, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on February 23, 2021.
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 |
|---|---|---|---|---|---|---|
| March 02, 2023 Filed Mar 3, 2023 16:37 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 3,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-23-000013 · wf-form4_167787940835174.xml · nonDerivative · entry 1 Hazeltine Mark · CIK 0001852986 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,205 F1 · shares: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on February 23, 2021. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 16:06 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-23-000011 · wf-form4_167770470514707.xml · nonDerivative · entry 1 Hazeltine Mark · CIK 0001852986 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,872 F1 · shares: Represents 100,000 restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock units will vest with respect to 25% of the restricted stock units on each of the first, second, third and fourth anniversaries of March 1, 2023, subject to the Reporting Person's continued service through the applicable vesting date. In addition, the award may become fully vested upon a qualifying termination of employment in accordance with the Company's Amended and Restated Executive Change in Control Severance Plan, as the same may be amended from time to time. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:08 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 5,821 | $2.69 | $15,672.46 |
DisclosureSEC source: 0001274737-23-000008 · wf-form4_167606330014830.xml · nonDerivative · entry 1 Hazeltine Mark · CIK 0001852986 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,872 F1 · shares: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on February 4, 2022. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 16:40 UTC | EXAGEN INC. XGN · Entity 935 | Tax withholdingCommon Stock | 3,241 | $7.12 | $23,075.92 |
DisclosureSEC source: 0001274737-22-000018 · wf-form4_164625718287172.xml · nonDerivative · entry 1 Hazeltine Mark · CIK 0001852986 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,693 F1 · shares: The shares were withheld from the Reporting Person to satisfy the tax withholding obligations that arose upon the vesting of certain restricted stock units granted on February 23, 2021. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 16:21 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 63,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-22-000010 · wf-form4_164435529026997.xml · nonDerivative · entry 1 Hazeltine Mark · CIK 0001852986 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,934 F1 · shares: Represents 63,500 restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock unit will vest with respect to 25% of the restricted stock units on each of the first, second, third and fourth anniversaries of February 4, 2022, subject to the Reporting Person's continued service through the applicable vesting date. In addition, the award may become fully vested upon a qualifying termination of employment in connection with a change in control. F2 · balance_after: Represents 63,500 shares of restricted stock units granted on February 4, 2022, 37,500 shares of restricted stock units granted on February 23, 2021 and 1,934 shares of common stock. Read SEC document |
| May 17, 2021 Filed May 17, 2021 20:06 UTC | EXAGEN INC. XGN · Entity 935 | Exercise / conversionStock Option(right to buy) · Derivative | 1,934 | $0.26 Strike: $0.26 | $502.84 |
DisclosureSEC source: 0001274737-21-000047 · wf-form4_162129636235638.xml · derivative · entry 2 Hazeltine Mark · CIK 0001852986 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061 Underlying: Common Stock · 2,995 shares Expires 2028-10-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is exercisable as it vests. 25% of the shares subject to the option vested on October 5, 2019, and 1/48th of the total number of shares subject to the option vest monthly thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| May 17, 2021 Filed May 17, 2021 20:06 UTC | EXAGEN INC. XGN · Entity 935 | Exercise / conversionCommon Stock | 1,934 | $0.26 | $502.84 |
DisclosureSEC source: 0001274737-21-000047 · wf-form4_162129636235638.xml · nonDerivative · entry 1 Hazeltine Mark · CIK 0001852986 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,434 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.