Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Personalis, Inc.PSNL · Entity 4572 | Director | May 14, 2021 | May 18, 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.
Personalis, Inc.
Report date May 14, 2021 · Filed May 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,736 |
Reported balance
After 2021-05-14 transaction · row 1
1 source rowRow 1 · 2021-05-14 · Grant · Acquired 2,736 · Balance 2,736 F1: 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. 100% of the shares subject to the RSU shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders. In the event of a change in control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the RSU shall vest immediately prior to the effectiveness of such change in control. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.74 · Expires 2031-05-14 | Direct | 4,229 |
Reported balance
After 2021-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-05-14 · Grant · Acquired 4,229 · Balance 4,229 F2: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders. In the event of a change in control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the option shall vest and become immediately exercisable prior to the effectiveness of such change in control. |
Filing footnotes · ownership attribution and instrument terms
F1: 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. 100% of the shares subject to the RSU shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders. In the event of a change in control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the RSU shall vest immediately prior to the effectiveness of such change in control.
F2: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders. In the event of a change in control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the option shall vest and become immediately exercisable prior to the effectiveness of such change in control.
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 14, 2021 Filed May 18, 2021 20:26 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 4,229 | $0.00 Strike: $19.74 | $0.00 |
DisclosureSEC source: 0001209191-21-033495 · doc4.xml · derivative · entry 2 MacQuitty Jonathan · CIK 0001779844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,229 Underlying: Common Stock · 4,229 shares Expires 2031-05-14 F2 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders. In the event of a change in control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the option shall vest and become immediately exercisable prior to the effectiveness of such change in control. Read SEC document |
| May 14, 2021 Filed May 18, 2021 20:26 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantCommon Stock | 2,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033495 · doc4.xml · nonDerivative · entry 1 MacQuitty Jonathan · CIK 0001779844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,736 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. 100% of the shares subject to the RSU shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders. In the event of a change in control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the RSU shall vest immediately prior to the effectiveness of such change in control. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:12 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 14,000 | $0.00 Strike: $11.22 | $0.00 |
DisclosureSEC source: 0001209191-20-030655 · doc4.xml · derivative · entry 1 MacQuitty Jonathan · CIK 0001779844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 14,000 shares Expires 2030-05-14 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders. In the event of a change in control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the option shall vest and become immediately exercisable prior to the effectiveness of such change in control. 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.