Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRECIGEN, INC.PGEN · Entity 4356 | Chief Legal Officer | August 23, 2026 | August 25, 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.
PRECIGEN, INC.
Report date August 23, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 758,181 |
Ending reported balance
After 2026-08-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-23 · Exercise / conversion · Acquired 5,208 · Balance 760,669 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. Row 2 · 2026-08-23 · Tax withholding · Disposed 2,488 · Balance 758,181 F2: Represents the number of shares of Precigen common stock withheld by the Issuer to satisfy income tax withholding obligations in connection with the settlement of the RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 57,292 |
Reported balance
After 2026-08-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-23 · Exercise / conversion · Disposed 5,208 · Balance 57,292 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F3: Represents 1/24 of the RSUs granted on June 26, 2025 that vested on August 23, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock.
F2: Represents the number of shares of Precigen common stock withheld by the Issuer to satisfy income tax withholding obligations in connection with the settlement of the RSUs.
F3: Represents 1/24 of the RSUs granted on June 26, 2025 that vested on August 23, 2026.
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 |
|---|---|---|---|---|---|---|
| January 02, 2019 Filed Jan 4, 2019 23:48 UTC | PRECIGEN, INC. XON · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 9,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000087 · edgar.xml · derivative · entry 3 Lehr Donald P. · CIK 0001583187 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,297 Underlying: Common Stock · 9,766 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of XON common stock. F3 · derivative.exercise_date: The restricted stock units were granted on January 2, 2018, and the remaining restricted stock units vest in three equal annual installments on each of January 2, 2020, 2021 and 2022. F3 · derivative.expiration_date: The restricted stock units were granted on January 2, 2018, and the remaining restricted stock units vest in three equal annual installments on each of January 2, 2020, 2021 and 2022. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:48 UTC | PRECIGEN, INC. XON · Entity 4356 | Exercise / conversionCommon Stock | 9,766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-19-000087 · edgar.xml · nonDerivative · entry 1 Lehr Donald P. · CIK 0001583187 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,015 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 · price: Each restricted stock unit represents a contingent right to receive one share of XON common stock. Read SEC document |
| January 02, 2018 Filed Jan 9, 2018 01:17 UTC | PRECIGEN, INC. XON · Entity 4356 | GrantRestricted Stock Units · Derivative | 39,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-18-000100 · edgar.xml · derivative · entry 1 Lehr Donald P. · CIK 0001583187 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,063 Underlying: Common Stock · 39,063 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of XON common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning January 2, 2019. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning January 2, 2019. Read SEC document |
| August 11, 2017 Filed Aug 11, 2017 17:08 UTC | PRECIGEN, INC. XON · Entity 4356 | PurchaseCommon Stock | 1,094 | $18.33 | $20,052.91 |
DisclosureSEC source: 0001225385-17-000096 · edgar.xml · nonDerivative · entry 1 Lehr Donald P. · CIK 0001583187 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,249 F1 · price: The price reported in Column 4 is a weighted average price of shares purchased in multiple transactions. The reporting person undertakes to provide to Intrexon Corporation ("Intrexon"), any security holder of Intrexon, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 22:06 UTC | PRECIGEN, INC. XON · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 225,000 | $0.00 Strike: $20.94 | $0.00 |
DisclosureSEC source: 0001225385-17-000007 · edgar.xml · derivative · entry 1 Lehr Donald P. · CIK 0001583187 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 225,000 shares Expires 2027-02-02 F1 · derivative.exercise_date: The option vests in four 25% installments beginning on February 2, 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.