Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AETNA INC /PA/AET · Entity 107289 | VP, Controller & CAO | May 26, 2017 | July 14, 2017 |
| NEOGENOMICS INCNEO · Entity 2096 | Chief Financial Officer | March 01, 2019 | March 05, 2019 |
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.
AETNA INC /PA/
Report date May 26, 2017 · Filed July 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 140.8396 |
Reported balance
After 2017-05-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-05-26 · Other · Acquired 140.8396 · Balance 140.8396 F1: Inter-fund transfer of 140.8396 shares into Aetna Common Stock under the Aetna Inc. 401(k) Plan on May 26, 2017 by reporting person which was inadvertently not timely reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Inter-fund transfer of 140.8396 shares into Aetna Common Stock under the Aetna Inc. 401(k) Plan on May 26, 2017 by reporting person which was inadvertently not timely reported.
NEOGENOMICS INC
Report date March 01, 2019 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,944 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Grant · Acquired 10,944 · Balance 10,944 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.60 · Expires 2024-03-01 | Direct | 66,897 |
Reported balance
After 2019-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-01 · Grant · Acquired 66,897 · Balance 66,897 F1: On March 1, 2019, Ms. Virag 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.22 · Expires 2023-03-27 | Direct | 192,500 |
Reported balance
Holding disclosure · report date 2019-03-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 192,500 F2: On March 27, 2018, Ms. Virag 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. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 1, 2019, Ms. Virag 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.
F2: On March 27, 2018, Ms. Virag 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.
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 |
|---|---|---|---|---|---|---|
| March 01, 2019 Filed Mar 5, 2019 22:05 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 66,897 | $19.60 Strike: $19.60 | $1,311,181.20 |
DisclosureSEC source: 0001077183-19-000033 · wf-form4_155182350627886.xml · derivative · entry 2 Virag Sharon · CIK 0001576811 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,897 Underlying: Common Stock · 66,897 shares Expires 2024-03-01 F1 · derivative.exercise_date: On March 1, 2019, Ms. Virag 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 22:05 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 10,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-19-000033 · wf-form4_155182350627886.xml · nonDerivative · entry 1 Virag Sharon · CIK 0001576811 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,944 Read SEC document |
| March 27, 2018 Filed Mar 28, 2018 20:56 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 192,500 | $8.22 Strike: $8.22 | $1,582,350.00 |
DisclosureSEC source: 0001628280-18-003727 · wf-form4_152227057455907.xml · derivative · entry 1 Virag Sharon · CIK 0001576811 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,500 Underlying: Common Stock · 192,500 shares Expires 2023-03-27 F1 · derivative.exercise_date: On March 27, 2018, Ms. Virag 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 |
| June 12, 2017 Filed Jun 14, 2017 16:02 UTC | AETNA INC /PA/ AET · Entity 107289 | Exercise / conversionRestricted Stock Units · Derivative | 1,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001122304-17-000077 · edgar.xml · derivative · entry 4 Virag Sharon · CIK 0001576811 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,272 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. F4 · derivative.exercise_date: Restricted Stock Units granted under the Plan. F4 · derivative.expiration_date: Restricted Stock Units granted under the Plan. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 16:02 UTC | AETNA INC /PA/ AET · Entity 107289 | Exercise / conversionRestricted Stock Units · Derivative | 796 | $0.00 | $0.00 |
DisclosureSEC source: 0001122304-17-000077 · edgar.xml · derivative · entry 3 Virag Sharon · CIK 0001576811 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796 Underlying: Common Stock · 796 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. F4 · derivative.exercise_date: Restricted Stock Units granted under the Plan. F4 · derivative.expiration_date: Restricted Stock Units granted under the Plan. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 16:02 UTC | AETNA INC /PA/ AET · Entity 107289 | Tax withholdingCommon Stock | 992 | $147.85 | $146,667.20 |
DisclosureSEC source: 0001122304-17-000077 · edgar.xml · nonDerivative · entry 2 Virag Sharon · CIK 0001576811 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,454 F3 · shares: Represents tax withholding on vesting of previously reported Restricted Stock Units. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 16:02 UTC | AETNA INC /PA/ AET · Entity 107289 | Exercise / conversionCommon Stock | 2,068 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-17-000077 · edgar.xml · nonDerivative · entry 1 Virag Sharon · CIK 0001576811 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,446 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 · shares: Represents vesting of previously reported Restricted Stock Units granted under the 2010 Stock Incentive Plan (the "Plan"). F2 · price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. Read SEC document |
| May 26, 2017 Filed Jul 14, 2017 16:01 UTC | AETNA INC /PA/ AET · Entity 107289 | OtherCommon Stock | 140.8396 | $145.57 | $20,502.02 |
DisclosureSEC source: 0001122304-17-000084 · edgar.xml · nonDerivative · entry 1 Virag Sharon · CIK 0001576811 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 140.8396 F1 · balance_after: Inter-fund transfer of 140.8396 shares into Aetna Common Stock under the Aetna Inc. 401(k) Plan on May 26, 2017 by reporting person which was inadvertently not timely reported. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 19:26 UTC | AETNA INC /PA/ AET · Entity 107289 | GrantStock Appreciation Rights · Derivative | 17,336 | $0.00 Strike: $125.27 | $0.00 |
DisclosureSEC source: 0000950103-17-001632 · dp73207_4-virag.xml · derivative · entry 1 Virag Sharon · CIK 0001576811 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,336 Underlying: Common Stock · 17,336 shares Expires 2027-02-17 F1 · derivative.exercise_date: Stock Appreciation Rights granted under the Aetna Inc. 2010 Stock Incentive Plan, exercisable in three annual installments beginning February 17, 2018. 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.