Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEOGENOMICS INCNEO · Entity 2096 | Chief Medical Officer | April 22, 2021 | April 26, 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 April 22, 2021 · Filed April 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,847 |
Ending reported balance
After 2021-04-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-04-22 · Exercise / conversion · Acquired 6,667 · Balance 112,464 Row 2 · 2021-04-22 · Exercise / conversion · Acquired 9,005 · Balance 121,469 Row 3 · 2021-04-22 · Exercise / conversion · Acquired 9,378 · Balance 130,847 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.22 · Expires 2023-04-19 | Direct | 0 |
Reported balance
After 2021-04-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-04-22 · Exercise / conversion · Disposed 6,667 · Balance 0 F1: On April 19, 2018, Dr. Weiss was granted 20,000 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 | 18,012 |
Reported balance
After 2021-04-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-04-22 · Exercise / conversion · Disposed 9,005 · Balance 18,012 F2: On March 1, 2019, Dr. Weiss was granted 36,022 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 | 28,136 |
Reported balance
After 2021-04-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-04-22 · Exercise / conversion · Disposed 9,378 · Balance 28,136 F3: On March 2, 2020, Dr. Weiss was granted 37,514 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 $13.87 · Expires 2023-12-12 | Direct | 8,334 |
Reported balance
Holding disclosure · report date 2021-04-22 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 8,334 F4: On December 12, 2018, Dr. Weiss was granted 25,000 stock options. These options vest 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 $53.17 · Expires 2028-03-02 | Direct | 29,895 |
Reported balance
Holding disclosure · report date 2021-04-22 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 29,895 F5: On March 2, 2021, Dr. Weiss was granted 29,895 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 April 19, 2018, Dr. Weiss was granted 20,000 stock options. These options vested ratably over the first three anniversary dates of the grant date.
F2: On March 1, 2019, Dr. Weiss was granted 36,022 stock options. These options vest ratably over the first four anniversary dates of the grant date.
F3: On March 2, 2020, Dr. Weiss was granted 37,514 stock options. These options vest ratably over the first four anniversary dates of the grant date.
F4: On December 12, 2018, Dr. Weiss was granted 25,000 stock options. These options vest ratably over the first three anniversary dates of the grant date.
F5: On March 2, 2021, Dr. Weiss was granted 29,895 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 |
|---|---|---|---|---|---|---|
| April 22, 2021 Filed Apr 26, 2021 21:48 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,378 | $0.00 Strike: $28.33 | $0.00 |
DisclosureSEC source: 0001077183-21-000113 · wf-form4_161947371579723.xml · derivative · entry 6 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,136 Underlying: Common Stock · 9,378 shares Expires 2027-03-02 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. F3 · derivative.exercise_date: On March 2, 2020, Dr. Weiss was granted 37,514 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 21:48 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,005 | $0.00 Strike: $19.60 | $0.00 |
DisclosureSEC source: 0001077183-21-000113 · wf-form4_161947371579723.xml · derivative · entry 5 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,012 Underlying: Common Stock · 9,005 shares Expires 2024-03-01 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. F2 · derivative.exercise_date: On March 1, 2019, Dr. Weiss was granted 36,022 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 21:48 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,667 | $0.00 Strike: $9.22 | $0.00 |
DisclosureSEC source: 0001077183-21-000113 · wf-form4_161947371579723.xml · derivative · entry 4 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,667 shares Expires 2023-04-19 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. F1 · derivative.exercise_date: On April 19, 2018, Dr. Weiss was granted 20,000 stock options. These options vested ratably over the first three anniversary dates of the grant date. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 21:48 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 9,378 | $28.33 | $265,678.74 |
DisclosureSEC source: 0001077183-21-000113 · wf-form4_161947371579723.xml · nonDerivative · entry 3 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,847 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 |
| April 22, 2021 Filed Apr 26, 2021 21:48 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 9,005 | $19.60 | $176,498.00 |
DisclosureSEC source: 0001077183-21-000113 · wf-form4_161947371579723.xml · nonDerivative · entry 2 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,469 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 |
| April 22, 2021 Filed Apr 26, 2021 21:48 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 6,667 | $9.22 | $61,469.74 |
DisclosureSEC source: 0001077183-21-000113 · wf-form4_161947371579723.xml · nonDerivative · entry 1 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,464 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 |
| March 02, 2021 Filed Mar 4, 2021 01:16 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 29,895 | $53.17 Strike: $53.17 | $1,589,517.15 |
DisclosureSEC source: 0001077183-21-000079 · wf-form4_161482054396633.xml · derivative · entry 6 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,895 Underlying: Common Stock · 29,895 shares Expires 2028-03-02 F5 · derivative.exercise_date: On March 2, 2021, Dr. Weiss was granted 29,895 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 01:16 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 5,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-21-000079 · wf-form4_161482054396633.xml · nonDerivative · entry 1 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,797 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,005 | $0.00 Strike: $19.60 | $0.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · derivative · entry 11 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,017 Underlying: Common Stock · 9,005 shares Expires 2024-03-01 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. F5 · derivative.exercise_date: On March 1, 2019, Dr. Weiss was granted 36,022 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionStock Option (Right to Buy) · Derivative | 16,666 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · derivative · entry 10 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,334 Underlying: Common Stock · 16,666 shares Expires 2023-12-12 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. F4 · derivative.exercise_date: On December 12, 2018, Dr. Weiss was granted 25,000 stock options. These options vest ratably over the first three anniversary dates of the grant date. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,333 | $0.00 Strike: $9.22 | $0.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · derivative · entry 9 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 13,333 shares Expires 2023-04-19 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. F3 · derivative.exercise_date: On April 19, 2018, Dr. Weiss was granted 20,000 stock options. These options vest ratably over the first three anniversary dates of the grant date. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $7.27 | $0.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · derivative · entry 8 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2022-05-25 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. F2 · derivative.exercise_date: On May 25, 2017, Dr. Weiss was granted 20,000 stock options. These options vested ratably over the first three anniversary dates of the grant date. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $6.98 | $0.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · derivative · entry 7 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2021-03-01 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. F1 · derivative.exercise_date: On March 1, 2016, Dr. Weiss was granted 50,000 stock options. These options vested ratably over the first three anniversary dates of the grant date. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | SaleCommon Stock | 20,200 | $51.06 | $1,031,412.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · nonDerivative · entry 6 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,521 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 9,005 | $19.60 | $176,498.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · nonDerivative · entry 5 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,721 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 |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 16,666 | $13.87 | $231,157.42 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · nonDerivative · entry 4 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,716 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 |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 13,333 | $9.22 | $122,930.26 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · nonDerivative · entry 3 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,050 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 |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 20,000 | $7.27 | $145,400.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · nonDerivative · entry 2 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,717 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 |
| December 14, 2020 Filed Dec 16, 2020 01:51 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 50,000 | $6.98 | $349,000.00 |
DisclosureSEC source: 0001077183-20-000227 · wf-form4_160808347590230.xml · nonDerivative · entry 1 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,717 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 |
| March 02, 2020 Filed Mar 4, 2020 01:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock · Derivative | 37,514 | $28.33 Strike: $28.33 | $1,062,771.62 |
DisclosureSEC source: 0001077183-20-000033 · wf-form4_158328396163882.xml · derivative · entry 4 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,514 Underlying: Common Stock · 37,514 shares Expires 2027-03-02 F3 · derivative.exercise_date: On March 2, 2020, Dr. Weiss was granted 37,514 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 01:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 5,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-20-000033 · wf-form4_158328396163882.xml · nonDerivative · entry 1 Weiss Lawrence Martin · CIK 0001761625 · Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,717 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:47 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 36,022 | $19.60 Strike: $19.60 | $706,031.20 |
DisclosureSEC source: 0001077183-19-000025 · wf-form4_155182241852994.xml · derivative · entry 2 Weiss Lawrence Martin · CIK 0001761625 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,022 Underlying: Common Stock · 36,022 shares Expires 2024-03-01 F1 · derivative.exercise_date: On March 1, 2019, Dr. Weiss was granted an option to purchase shares of NeoGenomics, Inc. common stock. The option vests ratably over the first four anniversary dates of the grant date. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:47 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 5,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-19-000025 · wf-form4_155182241852994.xml · nonDerivative · entry 1 Weiss Lawrence Martin · CIK 0001761625 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,893 Read SEC document |
| December 12, 2018 Filed Dec 14, 2018 21:35 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $13.87 Strike: $13.87 | $346,750.00 |
DisclosureSEC source: 0001077183-18-000149 · wf-form4_154482329833504.xml · derivative · entry 1 Weiss Lawrence Martin · CIK 0001761625 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2023-12-12 F1 · derivative.exercise_date: On December 12, 2018, Dr. Weiss was granted an option to purchase shares of NeoGenomics, Inc. common stock. The option vests 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.