Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORASURE TECHNOLOGIES INCOSUR · Entity 6152 | Interim CFO/SVP IR | May 21, 2022 | May 24, 2022 |
| SERA PROGNOSTICS, INC.SERA · Entity 304 | Chief Financial Officer | August 31, 2026 | September 01, 2026 |
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.
ORASURE TECHNOLOGIES INC
Report date May 21, 2022 · Filed May 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,509 |
Reported balance
After 2022-05-21 transaction · row 1
1 source rowRow 1 · 2022-05-21 · Tax withholding · Disposed 1,996 · Balance 96,509 |
SERA PROGNOSTICS, INC.
Report date August 31, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 117,924 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 117,924 · Balance 117,924 F1: Each share is represented by a restricted stock unit ("RSU"). These RSUs vest over four years as follows: 25% of the original grant amount vests on the first anniversary of the vesting commencement date, which is September 10, 2026, and 1/12 of the remaining amount vests in quarterly installments for three years thereafter, subject to the Reporting Person continuing to provide services to the issuer. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.12 · Expires 2036-08-31 | Direct | 169,624 |
Reported balance
After 2026-08-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-31 · Grant · Acquired 169,624 · Balance 169,624 F2: These stock options vest over four years as follows: 25% of the original grant amount vests on the first anniversary of the vesting commencement date, which is September 10, 2026, and 1/36 of the remaining amount vests in monthly installments for three years thereafter, subject to the Reporting Person continuing to provide services to the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a restricted stock unit ("RSU"). These RSUs vest over four years as follows: 25% of the original grant amount vests on the first anniversary of the vesting commencement date, which is September 10, 2026, and 1/12 of the remaining amount vests in quarterly installments for three years thereafter, subject to the Reporting Person continuing to provide services to the issuer.
F2: These stock options vest over four years as follows: 25% of the original grant amount vests on the first anniversary of the vesting commencement date, which is September 10, 2026, and 1/36 of the remaining amount vests in monthly installments for three years thereafter, subject to the Reporting Person continuing to provide services to the issuer.
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 |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 1, 2026 21:50 UTC | SERA PROGNOSTICS, INC. SERA · Entity 304 | GrantStock Option (right to buy) · Derivative | 169,624 | $0.00 Strike: $2.12 | $0.00 |
DisclosureSEC source: 0001883387-26-000005 · ownership.xml · derivative · entry 2 Gleason Scott · CIK 0001883387 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,624 Underlying: Class A Common Stock · 169,624 shares Expires 2036-08-31 F2 · derivative.exercise_date: These stock options vest over four years as follows: 25% of the original grant amount vests on the first anniversary of the vesting commencement date, which is September 10, 2026, and 1/36 of the remaining amount vests in monthly installments for three years thereafter, subject to the Reporting Person continuing to provide services to the issuer. Read SEC document |
| August 31, 2026 Filed Sep 1, 2026 21:50 UTC | SERA PROGNOSTICS, INC. SERA · Entity 304 | GrantClass A Common Stock | 117,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001883387-26-000005 · ownership.xml · nonDerivative · entry 1 Gleason Scott · CIK 0001883387 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,924 F1 · shares: Each share is represented by a restricted stock unit ("RSU"). These RSUs vest over four years as follows: 25% of the original grant amount vests on the first anniversary of the vesting commencement date, which is September 10, 2026, and 1/12 of the remaining amount vests in quarterly installments for three years thereafter, subject to the Reporting Person continuing to provide services to the issuer. Read SEC document |
| May 21, 2022 Filed May 24, 2022 12:00 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | Tax withholdingCommon Stock | 1,996 | $5.53 | $11,037.88 |
DisclosureSEC source: 0001062993-22-013327 · form4.xml · nonDerivative · entry 1 Gleason Scott · CIK 0001883387 · Interim CFO/SVP IR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,509 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:56 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 29,345 | $8.86 | $259,996.70 |
DisclosureSEC source: 0001593968-22-000407 · primary_01.xml · nonDerivative · entry 1 Gleason Scott · CIK 0001883387 · Interim CFO/SVP IR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,505 F1 · kind: Restricted stock award with 3 year vesting schedule Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 21:53 UTC | ORASURE TECHNOLOGIES INC OSUR · Entity 6152 | GrantCommon Stock | 48,721 | $8.21 | $399,999.41 |
DisclosureSEC source: 0001593968-22-000182 · primary_01.xml · nonDerivative · entry 1 Gleason Scott · CIK 0001883387 · Interim CFO/SVP IR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,160 F1 · kind: Restricted stock award with 3 year vesting schedule 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.