Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Personalis, Inc.PSNL · Entity 4572 | Director · President and CEO | December 14, 2022 | December 14, 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.
Personalis, Inc.
Report date December 14, 2022 · Filed December 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 622,444 |
Reported balance
After 2022-12-14 transaction · row 1
1 source rowRow 1 · 2022-12-14 · Exercise / conversion · Acquired 10,000 · Balance 622,444 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.44 · Expires 2027-05-24 | Direct | 239,999 |
Reported balance
After 2022-12-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-14 · Exercise / conversion · Disposed 10,000 · Balance 239,999 F1: The shares subject to the option are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option are fully vested and exercisable.
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 |
|---|---|---|---|---|---|---|
| June 08, 2021 Filed Jun 10, 2021 17:17 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantCommon Stock | 110,000 | $0.44 | $48,400.00 |
DisclosureSEC source: 0001209191-21-039558 · doc4.xml · nonDerivative · entry 1 West John Stephen · CIK 0001779811 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,520 Read SEC document |
| May 15, 2021 Filed May 18, 2021 16:16 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 107,500 | $0.00 Strike: $19.74 | $0.00 |
DisclosureSEC source: 0001209191-21-033473 · doc4.xml · derivative · entry 3 West John Stephen · CIK 0001779811 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,500 Underlying: Common Stock · 107,500 shares Expires 2031-05-15 F4 · derivative.exercise_date: The shares subject to the option vest in 48 equal monthly installments with the first installment vesting on June 15, 2021. Read SEC document |
| May 15, 2021 Filed May 18, 2021 16:16 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $19.74 | $0.00 |
DisclosureSEC source: 0001209191-21-033473 · doc4.xml · derivative · entry 2 West John Stephen · CIK 0001779811 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common Stock · 110,000 shares Expires 2031-05-15 F3 · derivative.exercise_date: The shares subject to the option vest in 12 equal monthly installments with the first installment vesting on April 17, 2023. Read SEC document |
| May 15, 2021 Filed May 18, 2021 16:16 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantCommon Stock | 53,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033473 · doc4.xml · nonDerivative · entry 1 West John Stephen · CIK 0001779811 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,520 F1 · shares: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest in 8 equal semi-annual installments with the first installment vesting on November 15, 2021. F2 · balance_after: Includes 2,300 shares acquired under the Issuer's Employee Stock Purchase Plan ("ESPP") on April 30, 2020 and corrects for 942 shares that were incorrectly previously reported as acquired under the ESPP. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:45 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 421,000 | $0.00 Strike: $5.10 | $0.00 |
DisclosureSEC source: 0001209191-20-020365 · doc4.xml · derivative · entry 2 West John Stephen · CIK 0001779811 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,000 Underlying: Common Stock · 421,000 shares Expires 2030-03-16 F2 · derivative.exercise_date: The shares subject to the option will vest in full when the Company's market capitalization, calculated as the closing price of the Company's common stock on the Nasdaq Global Stock Market multiplied by the number of shares of the Company's common stock outstanding, averages over or equal to $1 billion over a 30 calendar day period. Upon a change in control, the vesting of the shares subject to the option will accelerate on a pro rata basis based on the price per share in such change in control transaction multiplied by the number of shares of the Company's common stock outstanding at the time of completion of such transaction divided by $1 billion, with up to 100% of the shares eligible for such accelerated vesting. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:45 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 330,000 | $0.00 Strike: $5.10 | $0.00 |
DisclosureSEC source: 0001209191-20-020365 · doc4.xml · derivative · entry 1 West John Stephen · CIK 0001779811 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,000 Underlying: Common Stock · 330,000 shares Expires 2030-03-16 F1 · derivative.exercise_date: The shares subject to the option vest in 36 equal monthly installments starting on April 17, 2020. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 18:40 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantCommon Stock | 3,000 | $8.65 | $25,952.10 |
DisclosureSEC source: 0001209191-19-057995 · doc4.xml · nonDerivative · entry 1 West John Stephen · CIK 0001779811 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,412 F1 · balance_after: Includes 2,412 shares acquired under the Issuer's Employee Stock Purchase Plan ("ESPP") on November 1, 2019. 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.