Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEOGENOMICS INCNEO · Entity 2096 | Pres & Chief Operating Officer | October 01, 2026 | October 05, 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.
NEOGENOMICS INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 191,729 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 17,562 · Balance 198,640 Row 2 · 2026-10-01 · Tax withholding · Disposed 6,911 · Balance 191,729 F1: Disposition of shares was in connection with the Issuer's withholding of common stock to satisfy tax withholding obligations related to the issuance of common stock upon release of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 17,563 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 17,562 · Balance 17,563 F2: On April 1, 2025, Mr. Stone was granted 52,687 restricted stock units. The restricted stock units vest ratably on the 12-month, 18-month and 24-month anniversary dates of the grant date. F3: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,783 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,783 F6: On May 11, 2023, Mr. Stone was granted 28,838 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F3: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,443 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 8,443 F10: On February 23, 2024, Mr. Stone was granted 25,329 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F3: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,939 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 11,939 F13: On May 2, 2024, Mr. Stone was granted 17,905 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F3: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 59,382 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 59,382 F3: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 152,594 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 152,594 F20: On March 1, 2026, Mr. Stone was granted 152,594 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F3: Once vested, the shares of common stock are not subject to expiration. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.21 · Expires 2029-12-01 | Direct | 166,113 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 166,113 F4: On December 1, 2022, Mr. Stone was granted 166,113 stock options. The 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 $19.65 · Expires 2030-05-11 | Direct | 53,969 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 53,969 F5: On May 11, 2023, Mr. Stone was granted 53,969 stock options. The options vest ratably over the first three anniversary dates of the grant date. |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 21,204 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 21,204 F7: On May 11, 2023, Mr. Stone was granted 21,204 performance stock units representing the number of shares that may vest at target performance. The maximum number of shares that may vest pursuant to the performance criteria is 31,806. The number of performance stock units that may vest is based on the achievement of certain growth goals based on the weighted average price of the Company's common stock over the 20-day trailing trading period at the applicable measurement dates, subject to continued service with the Company. F3: Once vested, the shares of common stock are not subject to expiration. |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 25,330 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 25,330 F9: On February 23, 2024, Mr. Stone was granted 25,330 performance stock units representing the number of shares that may vest at target performance. The maximum number of shares that may vest pursuant to the performance criteria is 37,996. 50% of the number of performance stock units that may vest is based on the achievements of certain share growth goals based on the weighted average price of the Company's common stock over the 20-day trailing trading period at the applicable measurement dates, subject to continued service with the Company. 50% of the number of performance stock units that may vest is based on the achievement of certain revenue growth goals based on the achievement of the cumulative fiscal year revenue goal at the applicable measurement amounts, subject to continued service with the Company. F3: Once vested, the shares of common stock are not subject to expiration. |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 17,908 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 17,908 F12: On May 2, 2024, Mr. Stone was granted 17,908 performance stock units representing the number of shares that may vest at target performance. The maximum number of shares that may vest pursuant to the performance criteria is 26,862. 50% of the number of performance stock units that may vest is based on the achievements of certain share growth goals based on the weighted average price of the Company's common stock over the 20-day trailing trading period at the applicable measurement dates, subject to continued service with the Company. 50% of the number of performance stock units that may vest is based on the achievement of certain revenue growth goals based on the achievement of the cumulative fiscal year revenue goal at the applicable measurement amounts, subject to continued service with the Company. F3: Once vested, the shares of common stock are not subject to expiration. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.45 · Expires 2034-02-23 | Direct | 42,344 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 42,344 F8: On February 23, 2024, Mr. Stone was granted 42,344 stock options. The 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 $13.96 · Expires 2034-05-02 | Direct | 29,976 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 29,976 F11: On May 2, 2024, Mr. Stone was granted 29,976 stock options. The 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 $13.05 · Expires 2035-02-21 | Direct | 143,266 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 143,266 F14: This stock option was granted as a premium-price stock option. To calculate the premium exercise price we used the closing price on February 20, 2025 and multiplied by 110%. F15: On February 21, 2025, Mr. Stone was granted 143,266 stock options. At the time of the grant, the options vested ratably over the first three anniversary dates of the grant date. In connection with Mr. Stone's promotion to President & Chief Operating Officer on April 1, 2025, the vesting schedule of these options was modified so that they now vest ratably on the 12-month, 18-month and 24-month anniversary dates of the grant date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.44 · Expires 2035-04-01 | Direct | 94,518 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 94,518 F16: This stock option was granted as a premium-price stock option. To calculate the premium exercise price we used the closing price on April 1, 2025 and multiplied by 110%. F17: On April 1, 2025, Mr. Stone was granted 94,518 stock options. The options vest ratably on the 12-month, 18-month and 24-month anniversary dates of the grant date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.81 · Expires 2036-03-01 | Direct | 253,378 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 253,378 F18: This stock option was granted as a premium-price stock option. To calculate the premium exercise price we used the closing price on February 27, 2026 multiplied by 110%. F19: On March 1, 2026, Mr. Stone was granted 253,378 stock options. The options vest ratably over the first three anniversary dates of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares was in connection with the Issuer's withholding of common stock to satisfy tax withholding obligations related to the issuance of common stock upon release of restricted stock units.
F2: On April 1, 2025, Mr. Stone was granted 52,687 restricted stock units. The restricted stock units vest ratably on the 12-month, 18-month and 24-month anniversary dates of the grant date.
F3: Once vested, the shares of common stock are not subject to expiration.
F4: On December 1, 2022, Mr. Stone was granted 166,113 stock options. The options vest ratably over the first four anniversary dates of the grant date.
F5: On May 11, 2023, Mr. Stone was granted 53,969 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F6: On May 11, 2023, Mr. Stone was granted 28,838 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date.
F7: On May 11, 2023, Mr. Stone was granted 21,204 performance stock units representing the number of shares that may vest at target performance. The maximum number of shares that may vest pursuant to the performance criteria is 31,806. The number of performance stock units that may vest is based on the achievement of certain growth goals based on the weighted average price of the Company's common stock over the 20-day trailing trading period at the applicable measurement dates, subject to continued service with the Company.
F8: On February 23, 2024, Mr. Stone was granted 42,344 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F9: On February 23, 2024, Mr. Stone was granted 25,330 performance stock units representing the number of shares that may vest at target performance. The maximum number of shares that may vest pursuant to the performance criteria is 37,996. 50% of the number of performance stock units that may vest is based on the achievements of certain share growth goals based on the weighted average price of the Company's common stock over the 20-day trailing trading period at the applicable measurement dates, subject to continued service with the Company. 50% of the number of performance stock units that may vest is based on the achievement of certain revenue growth goals based on the achievement of the cumulative fiscal year revenue goal at the applicable measurement amounts, subject to continued service with the Company.
F10: On February 23, 2024, Mr. Stone was granted 25,329 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date.
F11: On May 2, 2024, Mr. Stone was granted 29,976 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F12: On May 2, 2024, Mr. Stone was granted 17,908 performance stock units representing the number of shares that may vest at target performance. The maximum number of shares that may vest pursuant to the performance criteria is 26,862. 50% of the number of performance stock units that may vest is based on the achievements of certain share growth goals based on the weighted average price of the Company's common stock over the 20-day trailing trading period at the applicable measurement dates, subject to continued service with the Company. 50% of the number of performance stock units that may vest is based on the achievement of certain revenue growth goals based on the achievement of the cumulative fiscal year revenue goal at the applicable measurement amounts, subject to continued service with the Company.
F13: On May 2, 2024, Mr. Stone was granted 17,905 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date.
F14: This stock option was granted as a premium-price stock option. To calculate the premium exercise price we used the closing price on February 20, 2025 and multiplied by 110%.
F15: On February 21, 2025, Mr. Stone was granted 143,266 stock options. At the time of the grant, the options vested ratably over the first three anniversary dates of the grant date. In connection with Mr. Stone's promotion to President & Chief Operating Officer on April 1, 2025, the vesting schedule of these options was modified so that they now vest ratably on the 12-month, 18-month and 24-month anniversary dates of the grant date.
F16: This stock option was granted as a premium-price stock option. To calculate the premium exercise price we used the closing price on April 1, 2025 and multiplied by 110%.
F17: On April 1, 2025, Mr. Stone was granted 94,518 stock options. The options vest ratably on the 12-month, 18-month and 24-month anniversary dates of the grant date.
F18: This stock option was granted as a premium-price stock option. To calculate the premium exercise price we used the closing price on February 27, 2026 multiplied by 110%.
F19: On March 1, 2026, Mr. Stone was granted 253,378 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F20: On March 1, 2026, Mr. Stone was granted 152,594 restricted stock units. The restricted stock units vest 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 |
|---|---|---|---|---|---|---|
| February 23, 2024 Filed Feb 27, 2024 21:29 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantRestricted Stock Unit · Derivative | 25,329 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-24-000031 · wk-form4_1709069363.xml · derivative · entry 7 Stone Warren · CIK 0001955295 · President, Clinical Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,329 Underlying: Common Stock · 25,329 shares Expires not disclosed F7 · derivative.exercise_date: On February 23, 2024, Mr. Stone was granted 25,329 restricted stock units. These restricted stock units vest ratably over the first three anniversary dates of the grant date. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:29 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 42,344 | $0.00 Strike: $16.45 | $0.00 |
DisclosureSEC source: 0001077183-24-000031 · wk-form4_1709069363.xml · derivative · entry 6 Stone Warren · CIK 0001955295 · President, Clinical Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,344 Underlying: Common Stock · 42,344 shares Expires 2034-02-23 F6 · derivative.exercise_date: On February 23, 2024, Mr. Stone was granted 42,344 stock options. These options vest ratably over the first three anniversary dates of the grant date. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:49 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 5,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000142 · wk-form4_1701812953.xml · nonDerivative · entry 1 Stone Warren · CIK 0001955295 · President, Clinical Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,775 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the December 1, 2023 vesting of restricted stock. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantPerformance Stock Unit · Derivative | 21,204 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000052 · wf-form4_168418475762442.xml · derivative · entry 5 Stone Warren · CIK 0001955295 · President, Clinical Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,204 Underlying: Common Stock · 21,204 shares Expires not disclosed F5 · derivative.exercise_date: On May 11, 2023, Mr. Stone was granted 21,204 performance stock units representing the number of shares that may vest at target performance. The maximum number of shares that may vest pursuant to the performance criteria is 31,806. The number of performance stock units that may vest is based on the achievement of certain share growth goals based on the weighted average price of the Company's common stock over the 20-day trailing trading period at the applicable measurement dates, subject to continued service with the Company. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantRestricted Stock Unit · Derivative | 28,838 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000052 · wf-form4_168418475762442.xml · derivative · entry 4 Stone Warren · CIK 0001955295 · President, Clinical Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,838 Underlying: Common Stock · 28,838 shares Expires not disclosed F3 · derivative.exercise_date: On May 11, 2023, Mr. Stone was granted 28,838 restricted stock units. These restricted stock units vest ratably over the first three anniversary dates of the grant date. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 53,969 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0001077183-23-000052 · wf-form4_168418475762442.xml · derivative · entry 3 Stone Warren · CIK 0001955295 · President, Clinical Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,969 Underlying: Common Stock · 53,969 shares Expires 2030-05-11 F2 · derivative.exercise_date: On May 11, 2023, Mr. Stone was granted 53,969 stock options. These options vest ratably over the first three anniversary dates of the grant date. Read SEC document |
| December 01, 2022 Filed Dec 6, 2022 02:23 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 166,113 | $0.00 Strike: $11.21 | $0.00 |
DisclosureSEC source: 0001077183-22-000196 · wf-form4_167029339799719.xml · derivative · entry 2 Stone Warren · CIK 0001955295 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,113 Underlying: Common Stock · 166,113 shares Expires 2029-12-01 F2 · derivative.exercise_date: On December 1, 2022, Mr. Stone was granted 166,113 stock options. These options vest ratably over the first four anniversary dates of the grant date. Read SEC document |
| December 01, 2022 Filed Dec 6, 2022 02:23 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 89,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000196 · wf-form4_167029339799719.xml · nonDerivative · entry 1 Stone Warren · CIK 0001955295 · President, Clinical Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,206 F1 · shares: On December 1, 2022, Mr. Stone was granted 89,206 restricted stock awards. These awards vest ratably over the first four 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.