Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEOGENOMICS INCNEO · Entity 2096 | President of Inivata | December 30, 2021 | December 30, 2021 |
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 December 30, 2021 · Filed December 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,280 |
Reported balance
After 2021-12-30 transaction · row 1
1 source rowRow 1 · 2021-12-30 · Grant · Acquired 30,572 · Balance 41,280 F1: On December 30, 2021, Mr. Morris was granted 30,572 restricted stock awards. These awards vest ratably over three years with the first tranche vesting on December 31, 2022. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.58 · Expires 2028-06-18 | Direct | 53,857 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 53,857 F2: On June 18, 2021, Mr. Morris was granted 53,857 stock options. The options vest ratably over the first four anniversary dates of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 30, 2021, Mr. Morris was granted 30,572 restricted stock awards. These awards vest ratably over three years with the first tranche vesting on December 31, 2022.
F2: On June 18, 2021, Mr. Morris was granted 53,857 stock options. The 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 |
|---|---|---|---|---|---|---|
| December 30, 2021 Filed Dec 30, 2021 23:05 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 30,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-21-000279 · wf-form4_164090550666107.xml · nonDerivative · entry 1 Morris Clive · CIK 0001869893 · President of Inivata 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,280 F1 · kind: On December 30, 2021, Mr. Morris was granted 30,572 restricted stock awards. These awards vest ratably over three years with the first tranche vesting on December 31, 2022. Read SEC document |
| June 18, 2021 Filed Jul 15, 2021 20:58 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 53,857 | $43.58 Strike: $43.58 | $2,347,088.06 |
DisclosureSEC source: 0001077183-21-000196 · wf-form4_162638269914340.xml · derivative · entry 2 Morris Clive · CIK 0001869893 · President of Inivata 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,857 Underlying: Common Stock · 53,857 shares Expires 2028-06-18 F1 · derivative.exercise_date: On June 18, 2021, Mr. Morris was granted 53,857 stock options. The options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| June 18, 2021 Filed Jul 15, 2021 20:58 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 10,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-21-000196 · wf-form4_162638269914340.xml · nonDerivative · entry 1 Morris Clive · CIK 0001869893 · President of Inivata 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,708 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.