Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Adaptive Biotechnologies CorpADPT · Entity 1126 | Director | August 17, 2026 | August 20, 2026 |
| Fortrea Holdings Inc.FTRE · Entity 4623 | Director | June 10, 2026 | June 12, 2026 |
| LABCORP HOLDINGS INC.LH · Entity 1277 | Director | February 11, 2026 | February 13, 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.
Adaptive Biotechnologies Corp
Report date August 17, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,625 |
Ending reported balance
After 2026-08-17 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-17 · Exercise / conversion · Acquired 15,000 · Balance 255,315 Row 2 · 2026-08-17 · Sale · Disposed 15,000 · Balance 240,315 F1: The price reported for this transaction is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.21 to $25.27, inclusive. The reporting person undertakes to provide to Adaptive Biotechnologies Corporation, any security holder of Adaptive Biotechnologies Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in any footnotes to this Form 4. Row 3 · 2026-08-17 · Sale · Disposed 40,000 · Balance 200,315 F2: The price reported for this transaction is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.06 to $25.17, inclusive. The reporting person undertakes to provide to Adaptive Biotechnologies Corporation, any security holder of Adaptive Biotechnologies Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in any footnotes to this Form 4. Row 4 · 2026-08-17 · Sale · Disposed 69,690 · Balance 130,625 F3: The price reported for this transaction is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.14 to $25.22, inclusive. The reporting person undertakes to provide to Adaptive Biotechnologies Corporation, any security holder of Adaptive Biotechnologies Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in any footnotes to this Form 4. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.32 | Direct | 0 |
Reported balance
After 2026-08-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-17 · Exercise / conversion · Disposed 15,000 · Balance 0 F4: The option was fully vested and exercisable and would have expired on October 18, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported for this transaction is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.21 to $25.27, inclusive. The reporting person undertakes to provide to Adaptive Biotechnologies Corporation, any security holder of Adaptive Biotechnologies Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in any footnotes to this Form 4.
F2: The price reported for this transaction is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.06 to $25.17, inclusive. The reporting person undertakes to provide to Adaptive Biotechnologies Corporation, any security holder of Adaptive Biotechnologies Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in any footnotes to this Form 4.
F3: The price reported for this transaction is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.14 to $25.22, inclusive. The reporting person undertakes to provide to Adaptive Biotechnologies Corporation, any security holder of Adaptive Biotechnologies Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in any footnotes to this Form 4.
F4: The option was fully vested and exercisable and would have expired on October 18, 2026.
Fortrea Holdings Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 12,852 |
Reported balance
After 2026-06-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 12,852 · Balance 12,852 F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Fortrea Holdings Inc. ("Fortrea") common stock ("Common Stock"). F2: Represents an RSU award that vests in its entirety twelve months after June 10, 2026, subject to the Reporting Person's continued service. F3: This number reflects the aggregate number of RSUs held by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Fortrea Holdings Inc. ("Fortrea") common stock ("Common Stock").
F2: Represents an RSU award that vests in its entirety twelve months after June 10, 2026, subject to the Reporting Person's continued service.
F3: This number reflects the aggregate number of RSUs held by the reporting person.
LABCORP HOLDINGS INC.
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,784 |
Reported balance
After 2026-02-11 transaction · row 1
1 source rowRow 1 · 2026-02-11 · Exercise / conversion · Acquired 897 · Balance 13,784 F1: Each Restricted Stock Unit represents the contingent right to receive one share of Labcorp Holdings Inc. Common Stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 773 |
Reported balance
After 2026-02-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-11 · Exercise / conversion · Disposed 897 · Balance 773 F1: Each Restricted Stock Unit represents the contingent right to receive one share of Labcorp Holdings Inc. Common Stock. F2: The Restricted Stock Units vested fully on February 11, 2026. F3: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents the contingent right to receive one share of Labcorp Holdings Inc. Common Stock.
F2: The Restricted Stock Units vested fully on February 11, 2026.
F3: This number reflects the aggregate number of Restricted Stock Units held by the reporting person.
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 26, 2022 Filed Jan 29, 2022 00:00 UTC | Adaptive Biotechnologies Corp ADPT · Entity 1126 | GrantStock Option (Right to Buy) · Derivative | 16,722 | $0.00 Strike: $14.95 | $0.00 |
DisclosureSEC source: 0001209191-22-005495 · doc4.xml · derivative · entry 2 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,722 Underlying: Common Stock · 16,722 shares Expires 2032-01-26 F1 · derivative.exercise_date: The option will vest in equal monthly installments over one year, subject to continued service as a director through such vesting date. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 00:00 UTC | Adaptive Biotechnologies Corp ADPT · Entity 1126 | GrantCommon Stock | 6,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005495 · doc4.xml · nonDerivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,193 Read SEC document |
| February 14, 2021 Filed Feb 18, 2021 01:00 UTC | Adaptive Biotechnologies Corp ADPT · Entity 1126 | GrantStock Option (Right to Buy) · Derivative | 3,759 | $0.00 Strike: $66.50 | $0.00 |
DisclosureSEC source: 0001209191-21-011551 · doc4.xml · derivative · entry 2 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,759 Underlying: Common Stock · 3,759 shares Expires 2031-02-14 F1 · derivative.exercise_date: The option will vest in equal monthly installments over one year, subject to continued service as a director through such vesting date. Read SEC document |
| February 14, 2021 Filed Feb 18, 2021 01:00 UTC | Adaptive Biotechnologies Corp ADPT · Entity 1126 | GrantCommon Stock | 1,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011551 · doc4.xml · nonDerivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 19:58 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionRestricted Stock Unit · Derivative | 986 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004332 · form4.xml · derivative · entry 2 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 771 Underlying: Common Stock · 986 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vested fully on February 4, 2021. F2 · derivative.expiration_date: The Restricted Stock Units vested fully on February 4, 2021. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 19:58 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 986 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-004332 · form4.xml · nonDerivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,982 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 18:16 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantRestricted Stock Unit · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003920 · form4.xml · derivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,757 Underlying: Common Stock · 771 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vest fully on February 2, 2022. F2 · derivative.expiration_date: The Restricted Stock Units vest fully on February 2, 2022. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 12:05 UTC | Adaptive Biotechnologies Corp ADPT · Entity 1126 | GrantStock Option (Right to Buy) · Derivative | 8,888 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001209191-20-009857 · doc4.xml · derivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,888 Underlying: Common Stock · 8,888 shares Expires 2030-02-13 F1 · derivative.exercise_date: The option will vest in equal monthly installments over one year, subject to continued service as a director through such vesting date. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 20:13 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionRestricted Stock Unit · Derivative | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005590 · form4.xml · derivative · entry 2 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 986 Underlying: Common Stock · 1,227 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vested fully on February 12, 2020. F2 · derivative.expiration_date: The Restricted Stock Units vested fully on February 12, 2020. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 20:13 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 1,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005590 · form4.xml · nonDerivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,996 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 19:53 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantRestricted Stock Unit · Derivative | 986 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003962 · form4.xml · derivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,213 Underlying: Common Stock · 986 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vest fully on February 4, 2021. F2 · derivative.expiration_date: The Restricted Stock Units vest fully on February 4, 2021. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:37 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantRestricted Stock Unit · Derivative | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006012 · form4.xml · derivative · entry 3 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,227 Underlying: Common Stock · 1,227 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F3 · derivative.exercise_date: The Restricted Stock Unit vest fully on February 12, 2020. F3 · derivative.expiration_date: The Restricted Stock Unit vest fully on February 12, 2020. F4 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:37 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionRestricted Stock Unit · Derivative | 1,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006012 · form4.xml · derivative · entry 2 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,038 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vested fully on February 12, 2019. F2 · derivative.expiration_date: The Restricted Stock Units vested fully on February 12, 2019. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:37 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 1,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-006012 · form4.xml · nonDerivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,769 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 14:11 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantRestricted Stock Unit · Derivative | 1,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005646 · form4.xml · derivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,038 Underlying: Common Stock · 1,038 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.expiration_date: The Restricted Stock Units vest fully on February 12, 2019. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 20:53 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionRestricted Stock Unit · Derivative | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004894 · form4.xml · derivative · entry 2 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,263 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vested fully on February 7, 2018. F2 · derivative.expiration_date: The Restricted Stock Units vested fully on February 7, 2018. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 20:53 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 1,263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004894 · form4.xml · nonDerivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,731 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 18:55 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionRestricted Stock Unit · Derivative | 1,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005288 · form4.xml · derivative · entry 2 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,263 Underlying: Common Stock · 1,560 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.exercise_date: The Restricted Stock Units vested fully on February 9, 2017. F2 · derivative.expiration_date: The Restricted Stock Units vested fully on February 9, 2017. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 18:55 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | Exercise / conversionCommon Stock | 1,560 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005288 · form4.xml · nonDerivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,468 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 the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:23 UTC | LABCORP HOLDINGS INC. LH · Entity 1277 | GrantRestricted Stock Unit · Derivative | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004719 · form4.xml · derivative · entry 1 NEUPERT PETER M · CIK 0001237566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,823 Underlying: Common Stock · 1,263 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of Laboratory Corporation of America Holdings Common Stock. F2 · derivative.expiration_date: The Restricted Stock Units vest fully on February 7, 2018. F3 · balance_after: This number reflects the aggregate number of Restricted Stock Units held by the reporting person. 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.