Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Insight Molecular Diagnostics Inc.OCX · Entity 6631 | Former CSO | December 21, 2022 | December 22, 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.
Insight Molecular Diagnostics Inc.
Report date December 21, 2022 · Filed December 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 234,114 |
Reported balance
After 2022-12-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-21 · Grant · Acquired 213,797 · Balance 234,114 F1: The restricted stock units will vest as follows: (i) one-third on January 31, 2023, (ii) one-third on February 28, 2023, and (ii) one-third on March 31, 2023 (each such date, a "Vesting Date"), in each case, subject to the Reporting Person's continuous service as a consultant on each applicable Vesting Date. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units will vest as follows: (i) one-third on January 31, 2023, (ii) one-third on February 28, 2023, and (ii) one-third on March 31, 2023 (each such date, a "Vesting Date"), in each case, subject to the Reporting Person's continuous service as a consultant on each applicable Vesting 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 |
|---|---|---|---|---|---|---|
| December 21, 2022 Filed Dec 22, 2022 18:57 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantCommon Stock, no par value | 213,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-036367 · ownership.xml · nonDerivative · entry 1 Ross Douglas T. · CIK 0001808413 · Former CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,114 F1 · security: The restricted stock units will vest as follows: (i) one-third on January 31, 2023, (ii) one-third on February 28, 2023, and (ii) one-third on March 31, 2023 (each such date, a "Vesting Date"), in each case, subject to the Reporting Person's continuous service as a consultant on each applicable Vesting Date. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 16:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Disposition to issuerOption to Purchase Common Stock · Derivative | 100,000 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-035991 · ownership.xml · derivative · entry 5 Ross Douglas T. · CIK 0001808413 · Former CSO. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_date: The options were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining options immediately vested and became exercisable as of December 16, 2022. F2 · derivative.expiration_date: The options were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining options immediately vested and became exercisable as of December 16, 2022. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 16:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Disposition to issuerOption to Purchase Common Stock · Derivative | 100,000 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-035991 · ownership.xml · derivative · entry 4 Ross Douglas T. · CIK 0001808413 · Former CSO. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_date: The options were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining options immediately vested and became exercisable as of December 16, 2022. F2 · derivative.expiration_date: The options were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining options immediately vested and became exercisable as of December 16, 2022. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 16:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Disposition to issuerOption to Purchase Common Stock · Derivative | 143,438 | $0.00 Strike: $5.34 | $0.00 |
DisclosureSEC source: 0001493152-22-035991 · ownership.xml · derivative · entry 3 Ross Douglas T. · CIK 0001808413 · Former CSO. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,562 Underlying: Common Stock · 143,438 shares Expires not disclosed F2 · derivative.exercise_date: The options were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining options immediately vested and became exercisable as of December 16, 2022. F2 · derivative.expiration_date: The options were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining options immediately vested and became exercisable as of December 16, 2022. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 16:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Disposition to issuerOption to Purchase Common Stock · Derivative | 83,334 | $0.00 Strike: $1.93 | $0.00 |
DisclosureSEC source: 0001493152-22-035991 · ownership.xml · derivative · entry 2 Ross Douglas T. · CIK 0001808413 · Former CSO. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,666 Underlying: Common Stock · 83,334 shares Expires not disclosed F2 · derivative.exercise_date: The options were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining options immediately vested and became exercisable as of December 16, 2022. F2 · derivative.expiration_date: The options were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining options immediately vested and became exercisable as of December 16, 2022. Read SEC document |
| December 01, 2022 Filed Dec 20, 2022 16:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Disposition to issuerCommon Stock, no par value | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-035991 · ownership.xml · nonDerivative · entry 1 Ross Douglas T. · CIK 0001808413 · Former CSO. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,317 F1 · security: The restricted stock units were forfeited by mutual agreement of the Reporting Person and the Issuer in connection with a severance agreement entered into as a result of the Reporting Person's resignation as an officer and director of the Issuer on December 16, 2022. Any remaining restricted stock units immediately vested on December 16, 2022. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:24 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantCommon Stock, no par value | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-023389 · ownership.xml · nonDerivative · entry 1 Ross Douglas T. · CIK 0001808413 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,317 F1 · security: The Restricted Stock Units shall vest on January 1, 2024 based on the achievement of a pre-determined financial objective related to the Issuer's available cash. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 20:00 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | PurchaseCommon Stock, no par value | 15,000 | $1.40 | $21,000.00 |
DisclosureSEC source: 0001493152-22-007931 · ownership.xml · nonDerivative · entry 1 Ross Douglas T. · CIK 0001808413 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,317 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:29 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 100,000 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-007209 · ownership.xml · derivative · entry 2 Ross Douglas T. · CIK 0001808413 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-03-15 F2 · derivative.exercise_date: Options vest subject to the Issuer's achievement of pre-defined product development, regulatory and financial goals in 2022. 100% of the options will vest on December 31, 2023, if such pre-defined goals have been achieved in 2022, subject to continuous service through the vesting date. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:29 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 100,000 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-007209 · ownership.xml · derivative · entry 1 Ross Douglas T. · CIK 0001808413 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-03-15 F1 · derivative.exercise_date: 25% of the options will become exercisable after one year of continuous service from the effective date of grant, and the balance will become exercisable in 36 equal monthly installments commencing one year after the date of grant subject to continuous service through the applicable vesting date. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 16:23 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantEmployee Stock Option (right to buy) · Derivative | 255,000 | $5.34 Strike: $5.34 | $1,361,700.00 |
DisclosureSEC source: 0001493152-21-005097 · ownership.xml · derivative · entry 1 Ross Douglas T. · CIK 0001808413 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,000 Underlying: Common Stock · 255,000 shares Expires 2031-02-24 F1 · derivative.exercise_date: Vesting: Twenty-five percent of the options will vest and thereby become exercisable upon completion of one year of service from the date of grant, and the balance of the options will vest in 36 equal monthly installments commencing on the first anniversary of the date of grant, subject to his continued service as an employee on the applicable vesting date. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 06:22 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantCommon Stock | 5,317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-20-023593 · ownership.xml · nonDerivative · entry 1 Ross Douglas T. · CIK 0001808413 · CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,317 F1 · price: The shares of the Issuer's common stock were issued to the Reporting Person for the repayment of deferred compensation in lieu of cash at a price of $2.07 per share. 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.