Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEOGENOMICS INCNEO · Entity 2096 | EVP, GC & Business Development | September 01, 2026 | September 03, 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 September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,875 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 2,692 · Balance 90,875 F1: Shares surrendered to NeoGenomics, Inc. for retirement to satisfy tax obligations in connection with the September 1, 2026 vesting of restricted stock. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.12 · Expires 2026-09-30 | Direct | 1,046 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,046 F2: On September 30, 2019, Ms. Olivo was granted 1,394 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 $27.34 · Expires 2027-05-01 | Direct | 1,024 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,024 F3: On May 1, 2020, Ms. Olivo was granted 1,024 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 $48.99 · Expires 2028-05-01 | Direct | 516 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 516 F4: On May 1, 2021, Ms. Olivo was granted 516 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 $46.10 · Expires 2028-08-01 | Direct | 1,117 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,117 F5: On August 1, 2021, Ms. Olivo was granted 1,117 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 $9.45 · Expires 2029-05-01 | Direct | 22,222 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 22,222 F6: On May 1, 2022, Ms. Olivo was granted 22,222 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 $10.05 · Expires 2029-09-01 | Direct | 46,355 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 46,355 F7: On September 1, 2022, Ms. Olivo was granted 55,332 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 | 36,508 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 36,508 F8: On May 11, 2023, Ms. Olivo was granted 36,508 stock options. The options vest ratably over the first three anniversary dates of the grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,559 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,559 F9: On May 11, 2023, Ms. Olivo was granted 19,508 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F10: 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 2026-09-01 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 8,443 F14: On February 23, 2024, Ms. Olivo was granted 25,329 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F10: 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 2026-09-01 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 59,382 F10: 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 | 42,159 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 42,159 F17: On February 21, 2025, Ms. Olivo was granted 63,238 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F10: 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 | 89,013 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 89,013 F20: On March 1, 2026, Ms. Olivo was granted 89,013 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F10: 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 | 19,508 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 19,508 F11: On May 11, 2023, Ms. Olivo was granted 19,508 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 29,262. 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 theapplicable measurement dates, subject to continued service with the Company. F10: 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 2026-09-01 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 25,330 F13: On February 23, 2024, Ms. Olivo 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 is37,996. 50% of 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 atthe 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 thecumulative fiscal year revenue goal at the applicable measurement amounts, subject to continued service with the Company. F10: 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 2026-09-01 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 42,344 F12: On February 23, 2024, Ms. Olivo 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 $13.05 · Expires 2035-02-21 | Direct | 107,450 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 107,450 F15: 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%. F16: On February 21, 2025, Ms. Olivo was granted 107,450 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 $10.81 · Expires 2036-03-01 | Direct | 147,804 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 147,804 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 and multiplied by 110%. F19: On March 1, 2026, Ms. Olivo was granted 147,804 stock options. The options vest ratably over the first three anniversary dates of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to NeoGenomics, Inc. for retirement to satisfy tax obligations in connection with the September 1, 2026 vesting of restricted stock.
F2: On September 30, 2019, Ms. Olivo was granted 1,394 stock options. The options vest ratably over the first four anniversary dates of the grant date.
F3: On May 1, 2020, Ms. Olivo was granted 1,024 stock options. The options vest ratably over the first four anniversary dates of the grant date.
F4: On May 1, 2021, Ms. Olivo was granted 516 stock options. The options vest ratably over the first four anniversary dates of the grant date.
F5: On August 1, 2021, Ms. Olivo was granted 1,117 stock options. The options vest ratably over the first four anniversary dates of the grant date.
F6: On May 1, 2022, Ms. Olivo was granted 22,222 stock options. The options vest ratably over the first four anniversary dates of the grant date.
F7: On September 1, 2022, Ms. Olivo was granted 55,332 stock options. The options vest ratably over the first four anniversary dates of the grant date.
F8: On May 11, 2023, Ms. Olivo was granted 36,508 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F9: On May 11, 2023, Ms. Olivo was granted 19,508 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date.
F10: Once vested, the shares of common stock are not subject to expiration.
F11: On May 11, 2023, Ms. Olivo was granted 19,508 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 29,262. 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 theapplicable measurement dates, subject to continued service with the Company.
F12: On February 23, 2024, Ms. Olivo was granted 42,344 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F13: On February 23, 2024, Ms. Olivo 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 is37,996. 50% of 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 atthe 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 thecumulative fiscal year revenue goal at the applicable measurement amounts, subject to continued service with the Company.
F14: On February 23, 2024, Ms. Olivo was granted 25,329 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date.
F15: 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%.
F16: On February 21, 2025, Ms. Olivo was granted 107,450 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F17: On February 21, 2025, Ms. Olivo was granted 63,238 restricted stock units. The restricted stock units vest ratably over the first three 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 and multiplied by 110%.
F19: On March 1, 2026, Ms. Olivo was granted 147,804 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F20: On March 1, 2026, Ms. Olivo was granted 89,013 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 |
|---|---|---|---|---|---|---|
| September 01, 2023 Filed Sep 5, 2023 21:27 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 1,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000125 · wk-form4_1693949212.xml · nonDerivative · entry 1 Olivo Alicia C · CIK 0001951869 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,411 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the September 1, 2023 vesting of restricted stock. F2 · balance_after: This balance includes 96 shares that were acquired pursuant to NeoGenomics's Employee Stock Purchase Plan (ESPP) since the date of the reporting person's last filing. The shares were acquired in transactions exempt from Section 16b-3. Read SEC document |
| August 01, 2023 Filed Aug 1, 2023 21:26 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000092 · wk-form4_1690925171.xml · nonDerivative · entry 1 Olivo Alicia C · CIK 0001951869 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,981 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the August 1, 2023 vesting of restricted stock. F2 · balance_after: This balance includes 301 shares that were acquired pursuant to NeoGenomics's Employee Stock Purchase Plan (ESPP) since the date of the reporting person's last filing. The shares were acquired in transactions exempt from Section 16b-3. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:05 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantPerformance Stock Unit · Derivative | 19,508 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000049 · wf-form4_168418469409508.xml · derivative · entry 10 Olivo Alicia C · CIK 0001951869 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,508 Underlying: Common Stock · 19,508 shares Expires not disclosed F10 · derivative.exercise_date: On May 11, 2023, Ms. Olivo was granted 19,508 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 29,262. 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. F9 · 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 21:05 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantRestricted Stock Unit · Derivative | 19,508 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000049 · wf-form4_168418469409508.xml · derivative · entry 9 Olivo Alicia C · CIK 0001951869 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,508 Underlying: Common Stock · 19,508 shares Expires not disclosed F8 · derivative.exercise_date: On May 11, 2023, Ms. Olivo was granted 19,508 restricted stock units. These restricted stock units vest ratably over the first three anniversary dates of the grant date. F9 · 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 21:05 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 36,508 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0001077183-23-000049 · wf-form4_168418469409508.xml · derivative · entry 8 Olivo Alicia C · CIK 0001951869 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,508 Underlying: Common Stock · 36,508 shares Expires 2030-05-11 F7 · derivative.exercise_date: On May 11, 2023, Ms. Olivo was granted 36,508 stock options. These options vest ratably over the first three anniversary dates of the grant date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:59 UTC | NEOGENOMICS INC NEO · Entity 2096 | Tax withholdingCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000032 · wf-form4_168314757102888.xml · nonDerivative · entry 1 Olivo Alicia C · CIK 0001951869 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,694 F1 · shares: Shares surrendered to NeoGenomics Inc. for retirement to satisfy the tax obligations in connection with the May 1, 2023 vesting of restricted stock. F2 · balance_after: This balance includes 357 shares that were acquired pursuant to NeoGenomics's Employee Stock Purchase Plan (ESPP) since the date of the reporting person's last filing. The shares were acquired in transactions exempt from Section 16b-3. 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.