Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXACT SCIENCES CORPEXAS · Entity 56619 | Gen Mgr, Precision Oncology | April 20, 2020 | April 22, 2020 |
| Insight Molecular Diagnostics Inc.OCX · Entity 6631 | Former President and COO | December 16, 2022 | December 20, 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.
EXACT SCIENCES CORP
Report date April 20, 2020 · Filed April 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 66,267 |
Reported balance
After 2020-04-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-04-20 · Grant · Acquired 66,267 · Balance 66,267 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. F2: The restricted stock units vest in four equal annual installments beginning on April 20, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock.
F2: The restricted stock units vest in four equal annual installments beginning on April 20, 2021.
Insight Molecular Diagnostics Inc.
Report date December 16, 2022 · Filed December 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 366,500 |
Reported balance
After 2022-12-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-01 · Disposition to issuer · Disposed 175,000 · Balance 366,500 F1: 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. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $3.42 | Direct | 203,125 |
Reported balance
After 2022-12-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-16 · Disposition to issuer · Disposed 171,875 · Balance 203,125 F2: 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. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $1.15 | Direct | 54,687 |
Reported balance
After 2022-12-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-12-16 · Disposition to issuer · Disposed 70,313 · Balance 54,687 F2: 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. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $1.15 | Direct | 0 |
Reported balance
After 2022-12-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-12-16 · Disposition to issuer · Disposed 125,000 · Balance 0 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
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 16, 2022 Filed Dec 20, 2022 16:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Disposition to issuerOption to Purchase Common Stock · Derivative | 125,000 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-035990 · ownership.xml · derivative · entry 4 Paulsen Gisela · CIK 0001807104 · Former President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,000 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 | 70,313 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-035990 · ownership.xml · derivative · entry 3 Paulsen Gisela · CIK 0001807104 · Former President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,687 Underlying: Common Stock · 70,313 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 | 171,875 | $0.00 Strike: $3.42 | $0.00 |
DisclosureSEC source: 0001493152-22-035990 · ownership.xml · derivative · entry 2 Paulsen Gisela · CIK 0001807104 · Former President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,125 Underlying: Common Stock · 171,875 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 | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-035990 · ownership.xml · nonDerivative · entry 1 Paulsen Gisela · CIK 0001807104 · Former President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,500 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 20:22 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantCommon Stock, no par value | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-023387 · ownership.xml · nonDerivative · entry 2 Paulsen Gisela · CIK 0001807104 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,500 F2 · 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 |
| August 15, 2022 Filed Aug 17, 2022 20:22 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantCommon Stock, no par value | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-023387 · ownership.xml · nonDerivative · entry 1 Paulsen Gisela · CIK 0001807104 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,500 F1 · security: The Restricted Stock Units shall vest one year from the date of grant, subject to the Reporting Person's continued service from the date of grant until the vesting date. Read SEC document |
| March 17, 2022 Filed Mar 17, 2022 21:27 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | PurchaseCommon Stock, no par value | 16,500 | $1.20 | $19,767.00 |
DisclosureSEC source: 0001493152-22-007206 · ownership.xml · nonDerivative · entry 1 Paulsen Gisela · CIK 0001807104 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 F1 · price: The price of $1.198 per share represents a weighted average of prices ranging from $1.180 to $1.200 per share. The reporting person undertakes to provide upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased or sold at each separate price Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:27 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 125,000 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-007206 · ownership.xml · derivative · entry 3 Paulsen Gisela · CIK 0001807104 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2032-03-15 F3 · 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 21:27 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 125,000 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-007206 · ownership.xml · derivative · entry 2 Paulsen Gisela · CIK 0001807104 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2032-03-15 F2 · 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 |
| April 20, 2020 Filed Apr 22, 2020 16:18 UTC | EXACT SCIENCES CORP EXAS · Entity 56619 | GrantRestricted Stock Units · Derivative | 66,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025344 · doc4.xml · derivative · entry 1 Paulsen Gisela · CIK 0001807104 · Gen Mgr, Precision Oncology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,267 Underlying: Common Stock · 66,267 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 20, 2021. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 20, 2021. 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.