Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEOGENOMICS INCNEO · Entity 2096 | President, Clinical Services | May 25, 2021 | May 27, 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 May 25, 2021 · Filed May 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 150,101 |
Ending reported balance
After 2021-05-25 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-05-25 · Exercise / conversion · Acquired 96,167 · Balance 249,914 Row 2 · 2021-05-25 · Exercise / conversion · Acquired 16,724 · Balance 266,638 Row 3 · 2021-05-25 · Exercise / conversion · Acquired 14,067 · Balance 280,705 Row 4 · 2021-05-25 · Sale · Disposed 130,604 · Balance 150,101 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.03 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2021-05-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-05-25 · Exercise / conversion · Disposed 96,167 · Balance 0 F2: On February 26, 2018, Mr. Shovlin was granted 288,500 stock options. These options vested ratably over the first three anniversary dates of the grant date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.60 · Expires 2024-03-01 | Direct | 33,449 |
Reported balance
After 2021-05-25 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-05-25 · Exercise / conversion · Disposed 16,724 · Balance 33,449 F3: On March 1, 2019, Mr. Shovlin was granted 66,897 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 $28.33 · Expires 2027-03-02 | Direct | 42,204 |
Reported balance
After 2021-05-25 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-05-25 · Exercise / conversion · Disposed 14,067 · Balance 42,204 F4: On March 2, 2020, Mr. Shovlin was granted 56,271 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 | 38,688 |
Reported balance
Holding disclosure · report date 2021-05-25 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 38,688 F1: On March 2, 2021, Mr. Shovlin was granted 38,688 stock options. These options vest ratably over the first four anniversary dates of the grant date |
Filing footnotes · ownership attribution and instrument terms
F1: On March 2, 2021, Mr. Shovlin was granted 38,688 stock options. These options vest ratably over the first four anniversary dates of the grant date
F2: On February 26, 2018, Mr. Shovlin was granted 288,500 stock options. These options vested ratably over the first three anniversary dates of the grant date.
F3: On March 1, 2019, Mr. Shovlin was granted 66,897 stock options. These options vest ratably over the first four anniversary dates of the grant date.
F4: On March 2, 2020, Mr. Shovlin was granted 56,271 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 |
|---|---|---|---|---|---|---|
| May 25, 2018 Filed May 29, 2018 22:36 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 3,725 | $11.57 | $43,098.25 |
DisclosureSEC source: 0001077183-18-000026 · wf-form4_152763335346523.xml · nonDerivative · entry 2 SHOVLIN ROBERT J. · CIK 0001621453 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,491 F1 · shares: Shares withheld by NeoGenomics Laboratories, Inc. to satisfy the tax obligations in connection with the May 25, 2018 vesting of restricted stock. Read SEC document |
| May 25, 2018 Filed May 29, 2018 22:36 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-18-000026 · wf-form4_152763335346523.xml · nonDerivative · entry 1 SHOVLIN ROBERT J. · CIK 0001621453 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,216 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 23:54 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 288,500 | $8.03 Strike: $8.03 | $2,316,655.00 |
DisclosureSEC source: 0001209191-18-014680 · doc4.xml · derivative · entry 6 SHOVLIN ROBERT J. · CIK 0001621453 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,500 Underlying: Common Stock · 288,500 shares Expires 2023-02-26 F7 · derivative.exercise_date: On February 26, 2018, Mr. Shovlin was granted 288,500 stock options. These options vest ratably over the first three anniversary dates of the grant date. Read SEC document |
| May 25, 2017 Filed May 30, 2017 21:08 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantRestricted Stock · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036162 · doc4.xml · derivative · entry 5 SHOVLIN ROBERT J. · CIK 0001621453 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires not disclosed F4 · security: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: Restricted stock will vest as follows; 16,666 will vest on May 25, 2018 and 16,667 will vest on May 25, 2019 and 2020. F6 · derivative.expiration_date: These restricted stock units will terminate upon the earliest of death, termination of employment or the last vesting date. Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:41 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 200,000 | $7.52 Strike: $7.52 | $1,504,000.00 |
DisclosureSEC source: 0001209191-17-029219 · doc4.xml · derivative · entry 4 SHOVLIN ROBERT J. · CIK 0001621453 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2022-04-28 F3 · derivative.exercise_date: On April 28, 2017, Mr. Shovlin was granted 200,000 stock options. These options vest ratably over the first three anniversary dates of the grant date. 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.