Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEOGENOMICS INCNEO · Entity 2096 | Chief Accounting Officer | March 01, 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.
NEOGENOMICS INC
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,765 |
Ending reported balance
After 2023-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-01 · Tax withholding · Disposed 880 · Balance 29,882 F1: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the March 1, 2023 vesting of restricted stock. Row 2 · 2023-03-02 · Tax withholding · Disposed 117 · Balance 29,765 F2: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the March 2, 2023 vesting of restricted stock. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.35 · Expires 2027-06-22 | Direct | 3,968 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,968 F3: On June 22, 2020, Ms. Dieter was granted 3,968 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 $53.17 · Expires 2028-03-02 | Direct | 7,034 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,034 F4: On March 2, 2021, Ms. Dieter was granted 7,034 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 $21.41 · Expires 2029-03-01 | Direct | 22,805 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 22,805 F5: On March 1, 2022, Ms. Dieter was granted 22,805 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 March 1, 2023 vesting of restricted stock.
F2: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the March 2, 2023 vesting of restricted stock.
F3: On June 22, 2020, Ms. Dieter was granted 3,968 stock options. These options vest ratably over the first four anniversary dates of the grant date.
F4: On March 2, 2021, Ms. Dieter was granted 7,034 stock options. These options vest ratably over the first four anniversary dates of the grant date.
F5: On March 1, 2022, Ms. Dieter was granted 22,805 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 |
|---|---|---|---|---|---|---|
| March 02, 2023 Filed Mar 3, 2023 22:34 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000025 · wf-form4_167788287257117.xml · nonDerivative · entry 2 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,765 F2 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the March 2, 2023 vesting of restricted stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:34 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000025 · wf-form4_167788287257117.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,882 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the March 1, 2023 vesting of restricted stock. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 22:40 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 959 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000004 · wf-form4_167287199940591.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,762 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the December 31, 2022 vesting of restricted stock. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:16 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 13,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000157 · wf-form4_166751010713743.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,721 F1 · shares: On November 1, 2022, Ms. Dieter was granted 13,141 restricted stock awards. These awards vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 21:07 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000115 · wf-form4_165610486009377.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,580 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the June 22, 2022 vesting of restricted stock. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 00:58 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000042 · wf-form4_164635549679223.xml · nonDerivative · entry 2 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,637 F2 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the March 2, 2022 vesting of restricted stock. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:58 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 22,805 | $0.00 Strike: $21.41 | $0.00 |
DisclosureSEC source: 0001077183-22-000042 · wf-form4_164635549679223.xml · derivative · entry 5 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,805 Underlying: Common Stock · 22,805 shares Expires 2029-03-01 F5 · derivative.exercise_date: On March 1, 2022, Ms. Dieter was granted 22,805 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:58 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 9,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000042 · wf-form4_164635549679223.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,774 F1 · shares: On March 1, 2022, Ms. Dieter was granted 9,341 restricted stock awards. These awards vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| December 30, 2021 Filed Dec 30, 2021 23:03 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 7,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-21-000273 · wf-form4_164090538346827.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,433 F1 · kind: On December 30, 2021, Ms. Dieter was granted 7,643 restricted stock awards. These awards vest ratably over three years with the first tranche vesting on December 31, 2022. Read SEC document |
| June 22, 2021 Filed Jul 15, 2021 20:58 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 56 | $43.99 | $2,463.44 |
DisclosureSEC source: 0001077183-21-000195 · wf-form4_162638266483036.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the June 22, 2021 vesting of restricted stock. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 01:17 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 7,034 | $53.17 Strike: $53.17 | $373,997.78 |
DisclosureSEC source: 0001077183-21-000081 · wf-form4_161482060774746.xml · derivative · entry 3 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,034 Underlying: Common Stock · 7,034 shares Expires 2028-03-02 F2 · derivative.exercise_date: On March 2, 2021, Ms. Dieter was granted 7,014 stock options. These options vest ratably over the first four anniversary dates of the grant date Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 01:17 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 1,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-21-000081 · wf-form4_161482060774746.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,846 Read SEC document |
| June 22, 2020 Filed Jun 23, 2020 21:07 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 3,968 | $0.00 Strike: $28.35 | $0.00 |
DisclosureSEC source: 0001077183-20-000148 · wf-form4_159294644167841.xml · derivative · entry 2 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,968 Underlying: Common Stock · 3,968 shares Expires 2027-06-22 F1 · derivative.exercise_date: On June 22, 2020, Ms. Dieter was granted 3,968 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| June 22, 2020 Filed Jun 23, 2020 21:07 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-20-000148 · wf-form4_159294644167841.xml · nonDerivative · entry 1 Dieter Cynthia J · CIK 0001815335 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605 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.