Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everforth IncASGN · Entity 4808 | Director | February 24, 2021 | February 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.
Everforth Inc
Report date February 24, 2021 · Filed February 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 44,073 |
Reported balance
After 2021-02-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-02-24 · Sale · Disposed 2,000 · Balance 44,073 F1: The $97.480 share price is a weighted average of numerous open market trades made at prices ranging from $97.44 to $97.62. |
| Common StockSEC Table I · non-derivative | Direct | 2,914 |
Reported balance
Holding disclosure · report date 2021-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,914 |
Filing footnotes · ownership attribution and instrument terms
F1: The $97.480 share price is a weighted average of numerous open market trades made at prices ranging from $97.44 to $97.62.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CombiMatrix Corp
Report date November 14, 2017 · Filed November 16, 2017
Section 16 reporting ended · disclosed 2017-11-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-14 transaction · row 1
1 source rowRow 1 · 2017-11-14 · Disposition to issuer · Disposed 2,001 · Balance 0 F1: Represents common stock of the issuer underlying restricted stock units that were cancelled in the merger pursuant to merger agreement between issuer and Invitae Corporation in exchange for 1,737 shares of Invitae common stock having a market value of $7.86 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock of the issuer underlying restricted stock units that were cancelled in the merger pursuant to merger agreement between issuer and Invitae Corporation in exchange for 1,737 shares of Invitae common stock having a market value of $7.86 per share on the effective date of the merger.
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 |
|---|---|---|---|---|---|---|
| February 24, 2021 Filed Feb 26, 2021 21:45 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 2,000 | $97.48 | $194,960.00 |
DisclosureSEC source: 0001238868-21-000005 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 44,073 F1 · price: The $97.480 share price is a weighted average of numerous open market trades made at prices ranging from $97.44 to $97.62. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 23:00 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 1,861 | $80.56 | $149,922.16 |
DisclosureSEC source: 0001238868-21-000002 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,914 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. Read SEC document |
| November 23, 2020 Filed Nov 26, 2020 01:19 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 2,000 | $82.95 | $165,890.00 |
DisclosureSEC source: 0001238868-20-000006 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 46,073 F1 · price: The $82.95 share price is a weighted average of numerous open market trades made at prices ranging from $82.89 to $83.00. F2 · balance_after: 2,204 shares which were previously reported as directly beneficially owned have been transferred to the family trust and these shares are now categorized as indirectly owned. Read SEC document |
| June 18, 2020 Filed Jun 22, 2020 21:00 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 17,000 | $63.88 | $1,085,960.00 |
DisclosureSEC source: 0001238868-20-000004 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 45,869 F1 · shares: Shares held in a family trust of the director, transferred to an exchange fund. The director irrevocably subscribed to the transfer on 6/15/2020. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:56 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,107 | $71.19 | $149,997.33 |
DisclosureSEC source: 0001238868-20-000002 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,257 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the issuer. F2 · balance_after: 500 shares which were previously reported as directly beneficially owned have been transferred to the family trust and these shares are now categorized as indirectly owned. Read SEC document |
| March 07, 2019 Filed Mar 12, 2019 16:09 UTC | Everforth Inc ASGN · Entity 4808 | PurchaseCommon Stock | 500 | $61.00 | $30,500.00 |
DisclosureSEC source: 0001238868-19-000004 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,650 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:49 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,301 | $54.31 | $124,967.31 |
DisclosureSEC source: 0001238868-19-000002 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,301 F1 · shares: This grant of restricted stock units vests 50% on the grant date, and the remaining 50% vests on the one-year anniversary of the grant date subject to continued service to the Company. F2 · balance_after: 408 shares which were previously reported as directly beneficially owned have been transferred to the family trust and these shares are now categorized as indirectly owned. Read SEC document |
| August 03, 2018 Filed Aug 3, 2018 21:07 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 1,278 | $92.05 | $117,639.90 |
DisclosureSEC source: 0001238868-18-000004 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408 F1 · shares: The $92.05 share price is a weighted average of numerous open market trades made at prices ranging from $92.01 to $92.14. Read SEC document |
| December 22, 2017 Filed Dec 27, 2017 21:44 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001238868-17-000005 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 63,409 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date. Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 17:54 UTC | CombiMatrix Corp CBMX · Entity 171845 | Disposition to issuerCommon Stock | 2,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-014227 · edgar.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents common stock of the issuer underlying restricted stock units that were cancelled in the merger pursuant to merger agreement between issuer and Invitae Corporation in exchange for 1,737 shares of Invitae common stock having a market value of $7.86 per share on the effective date of the merger. Read SEC document |
| October 23, 2017 Filed Feb 7, 2018 23:43 UTC | Everforth Inc ASGN · Entity 4808 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001238868-18-000002 · edgardoc.xml · nonDerivative · entry 2 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 61,680 F2 · shares: Shares gifted. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:18 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 2,557 | $0.00 | $0.00 |
DisclosureSEC source: 0000890564-17-000084 · wf-form4_150179148052838.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 62,593 F1 · shares: This grant of restricted stock units will vest 50% on the grant date and 50% on the one year anniversary of the grant date. Read SEC document |
| June 30, 2017 Filed Feb 7, 2018 23:43 UTC | Everforth Inc ASGN · Entity 4808 | GrantCommon Stock | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001238868-18-000002 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 60,123 F1 · shares: On June 13, 2017, the Director contributed 20,000 shares to an exchange fund, and on June 30, 2017, 87 of those shares were returned to the Director as oversubscribed. Read SEC document |
| June 15, 2017 Filed Jun 15, 2017 22:46 UTC | Everforth Inc ASGN · Entity 4808 | SaleCommon Stock | 20,000 | $54.46 | $1,089,200.00 |
DisclosureSEC source: 0001238868-17-000002 · edgardoc.xml · nonDerivative · entry 1 JONES JEREMY M · CIK 0001238868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 60,036 F1 · shares: Shares held in a family trust of the executive officer,transferred to an exchange fund. Executive officer irrevocably subscribed to the transfer on 6/13/2017. 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.