Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASTLE BIOSCIENCES INCCSTL · Entity 359 | Chief Financial Officer | August 14, 2026 | August 18, 2026 |
| EXAGEN INC.XGN · Entity 935 | Director | June 09, 2026 | June 22, 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.
CASTLE BIOSCIENCES INC
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,177 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Sale · Disposed 24,908 · Balance 35,177 F1: This transaction was executed in multiple trades at prices ranging from $29.71 to $29.97, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $29.71 to $29.97, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
EXAGEN INC.
Report date June 09, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option(right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.31 · Expires 2036-06-08 | Direct | 112,500 |
Reported balance
After 2026-06-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 37,500 · Balance 112,500 F1: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting 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 |
|---|---|---|---|---|---|---|
| December 10, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · derivative · entry 9 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: On December 10, 2020, the Reporting Person was granted 8,000 RSUs, which vest in four equal annual installments beginning on December 10, 2021. F4 · derivative.expiration_date: On December 10, 2020, the Reporting Person was granted 8,000 RSUs, which vest in four equal annual installments beginning on December 10, 2021. Read SEC document |
| December 10, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionRestricted Stock Units · Derivative | 6,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · derivative · entry 8 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,339 Underlying: Common Stock · 6,170 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: On December 10, 2021, the Reporting Person was granted 24,679 RSUs, which vest in four equal annual installments beginning on December 10, 2022. F3 · derivative.expiration_date: On December 10, 2021, the Reporting Person was granted 24,679 RSUs, which vest in four equal annual installments beginning on December 10, 2022. Read SEC document |
| December 10, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Tax withholdingCommon Stock | 584 | $20.17 | $11,779.28 |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · nonDerivative · entry 6 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,551 Read SEC document |
| December 10, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · nonDerivative · entry 5 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,135 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 10, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Tax withholdingCommon Stock | 1,802 | $20.17 | $36,346.34 |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · nonDerivative · entry 4 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,135 Read SEC document |
| December 10, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 6,170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · nonDerivative · entry 3 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,937 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 09, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionRestricted Stock Units · Derivative | 14,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · derivative · entry 7 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,850 Underlying: Common Stock · 14,617 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: On December 9, 2022, the Reporting Person was granted 58,467 RSUs, which vest in four equal annual installments beginning on December 9, 2023 F2 · derivative.expiration_date: On December 9, 2022, the Reporting Person was granted 58,467 RSUs, which vest in four equal annual installments beginning on December 9, 2023 Read SEC document |
| December 09, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Tax withholdingCommon Stock | 4,269 | $20.17 | $86,105.73 |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · nonDerivative · entry 2 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,767 Read SEC document |
| December 09, 2023 Filed Dec 13, 2023 00:33 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 14,617 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001447362-23-000177 · wk-form4_1702427603.xml · nonDerivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,036 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:36 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 9,000 | $0.00 Strike: $3.13 | $0.00 |
DisclosureSEC source: 0001274737-23-000064 · wf-form4_168668859227831.xml · derivative · entry 1 Stokes Frank · CIK 0001782815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2033-06-08 F1 · derivative.exercise_date: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting date. Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 20:44 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionStock option (right to buy) · Derivative | 4,000 | $0.00 Strike: $3.38 | $0.00 |
DisclosureSEC source: 0001447362-23-000056 · wf-form4_168072746660347.xml · derivative · entry 2 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,712 Underlying: Common Stock · 4,000 shares Expires 2029-03-12 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. F2 · derivative.exercise_date: The shares subject to the option are fully vested. Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 20:44 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 4,000 | $3.38 | $13,520.00 |
DisclosureSEC source: 0001447362-23-000056 · wf-form4_168072746660347.xml · nonDerivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,419 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 · balance_after: Includes 880 shares acquired on February 28, 2023, under the Issuer's employee stock purchase plan. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 21:42 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionRestricted Stock Units · Derivative | 6,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-22-000196 · wf-form4_167096768885809.xml · derivative · entry 7 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,509 Underlying: Common Stock · 6,170 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: On December 10, 2021, the Reporting Person was granted 24,679 RSUs, which vest in four equal annual installments beginning on December 10, 2022. F4 · derivative.expiration_date: On December 10, 2021, the Reporting Person was granted 24,679 RSUs, which vest in four equal annual installments beginning on December 10, 2022. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 21:42 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-22-000196 · wf-form4_167096768885809.xml · derivative · entry 6 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 2,000 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: On December 10, 2020, the Reporting Person was granted 8,000 RSUs, which vest in four equal annual installments beginning on December 10, 2021. F3 · derivative.expiration_date: On December 10, 2020, the Reporting Person was granted 8,000 RSUs, which vest in four equal annual installments beginning on December 10, 2021. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 21:42 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Tax withholdingCommon Stock | 1,817 | $22.32 | $40,555.44 |
DisclosureSEC source: 0001447362-22-000196 · wf-form4_167096768885809.xml · nonDerivative · entry 4 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,539 Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 21:42 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 6,170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001447362-22-000196 · wf-form4_167096768885809.xml · nonDerivative · entry 3 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,356 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 21:42 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Tax withholdingCommon Stock | 589 | $22.32 | $13,146.48 |
DisclosureSEC source: 0001447362-22-000196 · wf-form4_167096768885809.xml · nonDerivative · entry 2 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,186 Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 21:42 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001447362-22-000196 · wf-form4_167096768885809.xml · nonDerivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,775 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 21:42 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | GrantRestricted Stock Units · Derivative | 58,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-22-000196 · wf-form4_167096768885809.xml · derivative · entry 5 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,467 Underlying: Common Stock · 58,467 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSU's vest in four equal annual installments beginning on December 9, 2023. F2 · derivative.expiration_date: The RSU's vest in four equal annual installments beginning on December 9, 2023. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 12:32 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 9,000 | $0.00 Strike: $5.25 | $0.00 |
DisclosureSEC source: 0001274737-22-000040 · wf-form4_165581472086924.xml · derivative · entry 1 Stokes Frank · CIK 0001782815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2032-06-15 F1 · derivative.exercise_date: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting date. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:18 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionStock option (right to buy) · Derivative | 4,000 | $0.00 Strike: $3.38 | $0.00 |
DisclosureSEC source: 0001447362-22-000089 · wf-form4_165273230340927.xml · derivative · entry 2 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,712 Underlying: Common Stock · 4,000 shares Expires 2029-03-12 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_date: 25% of the 28,712 shares originally subject to the option vested on March 13, 2020, and the remaining shares vest in 36 equal monthly installments thereafter. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:18 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 4,000 | $3.38 | $13,520.00 |
DisclosureSEC source: 0001447362-22-000089 · wf-form4_165273230340927.xml · nonDerivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,775 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. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 23:41 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | GrantCommon Stock | 1,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001447362-22-000072 · wf-form4_165118923180398.xml · nonDerivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,775 F1 · shares: The reporting person acquired 1,114 shares of common stock on April 26, 2022, as consideration for the Reporting Person's equity securities of AltheaDx, Inc. ("AltheaDx"), which Castle Biosciences, Inc. ("Castle Biosciences") acquired by merger on April 26, 2022 (the "Merger") pursuant to an Agreement and Plan of Merger agreement dated April 4, 2022 (the "Merger Agreement"). Of the 1,114 shares issued to the Reporting Person in the Merger, 94 shares are currently being held in escrow and are subject to forfeiture for a specified period following the Merger to satisfy indemnification claims arising of Castle Biosciences, if any. F2 · shares: The Merger Agreement provides that the former securityholders of AltheaDx may receive additional consideration, payable 50% in cash and 50% in shares of common stock of Castle Biosciences, based on the achievement of certain commercial milestones with related dates or performance periods through December 31, 2024 (the "Milestone Payments"). The portion of the Milestone Payments payable in shares of common stock will be valued at the volume-weighted average price for the 20 trading days ending as of the applicable determination date. The number of shares issuable is subject to certain limitations set forth in the Merger Agreement. The Reporting Person's right to receive additional shares pursuant to this earn-out right became fixed and irrevocable on April 26, 2022, the effective date of the merger. F3 · price: The number of shares issuable was determined pursuant to a formula set forth in the Merger Agreement, which provided that, for the purpose of determining the number of shares issuable, the shares of Castle Biosciences common stock would be valued at $42.54, which represents the volume weighted average share price of the stock for the 20 trading days immediately preceding the date of the Merger Agreement. F4 · balance_after: Includes 331 shares acquired on February 28, 2022, under the Issuer's employee stock purchase plan. Read SEC document |
| December 10, 2021 Filed Dec 15, 2021 01:01 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-21-000272 · wf-form4_163953007296482.xml · derivative · entry 5 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 2,000 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: On December 10, 2020, the Reporting Person was granted 8,000 RSUs, which vest in four equal annual installments beginning on December 10, 2021. F5 · derivative.expiration_date: On December 10, 2020, the Reporting Person was granted 8,000 RSUs, which vest in four equal annual installments beginning on December 10, 2021. Read SEC document |
| December 10, 2021 Filed Dec 15, 2021 01:01 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | GrantRestricted Stock Units · Derivative | 24,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-21-000272 · wf-form4_163953007296482.xml · derivative · entry 4 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,679 Underlying: Common Stock · 24,679 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The RSUs vest in four equal annual installments beginning on December 10, 2022. F4 · derivative.expiration_date: The RSUs vest in four equal annual installments beginning on December 10, 2022. Read SEC document |
| December 10, 2021 Filed Dec 15, 2021 01:01 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | GrantStock option (right to buy) · Derivative | 42,550 | $0.00 Strike: $40.52 | $0.00 |
DisclosureSEC source: 0001447362-21-000272 · wf-form4_163953007296482.xml · derivative · entry 3 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,550 Underlying: Common Stock · 42,550 shares Expires 2031-12-09 F3 · derivative.exercise_date: 25% of the shares shall vest on December 10, 2022, and the remaining shares shall vest in 36 equal monthly installments thereafter. Read SEC document |
| December 10, 2021 Filed Dec 15, 2021 01:01 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Tax withholdingCommon Stock | 895 | $40.52 | $36,265.40 |
DisclosureSEC source: 0001447362-21-000272 · wf-form4_163953007296482.xml · nonDerivative · entry 2 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,330 Read SEC document |
| December 10, 2021 Filed Dec 15, 2021 01:01 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001447362-21-000272 · wf-form4_163953007296482.xml · nonDerivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,225 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 ("RSU") represents the right to receive one share of the Issuer's Common Stock. F2 · balance_after: Includes 305 shares acquired on August 31, 2021, under the Issuer's employee stock purchase plan. Read SEC document |
| June 17, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionStock option (right to buy) · Derivative | 1,273 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · derivative · entry 9 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,137 Underlying: Common Stock · 1,273 shares Expires 2028-05-09 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. F5 · derivative.exercise_date: The option is exercisable immediately, in whole or in part, conditioned upon the Reporting Person entering into a restricted stock purchase agreement with respect to any unvested shares. 25% of the 133,137 shares originally subject to the option vested on December 4, 2018, and the remaining shares vest in 36 equal monthly installments thereafter. Read SEC document |
| June 17, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 1,273 | $73.00 | $92,929.00 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · nonDerivative · entry 6 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,920 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. Read SEC document |
| June 17, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 1,273 | $2.39 | $3,042.47 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · nonDerivative · entry 5 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,193 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 12:39 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 15,000 | $0.00 Strike: $16.41 | $0.00 |
DisclosureSEC source: 0001274737-21-000077 · wf-form4_162427914687839.xml · derivative · entry 1 Stokes Frank · CIK 0001782815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2031-06-16 F1 · derivative.exercise_date: The option is exercisable as it vests. The total number of shares of common stock subject to the option vests in 36 equal monthly installments over the three-year period beginning on July 17, 2021, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionStock option (right to buy) · Derivative | 2,127 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · derivative · entry 8 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,410 Underlying: Common Stock · 2,127 shares Expires 2028-05-09 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. F5 · derivative.exercise_date: The option is exercisable immediately, in whole or in part, conditioned upon the Reporting Person entering into a restricted stock purchase agreement with respect to any unvested shares. 25% of the 133,137 shares originally subject to the option vested on December 4, 2018, and the remaining shares vest in 36 equal monthly installments thereafter. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 2,127 | $73.07 | $155,419.89 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · nonDerivative · entry 4 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,920 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. F4 · price: This transaction was executed in multiple trades at prices ranging from $73.00 to $73.33, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 2,127 | $2.39 | $5,083.53 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · nonDerivative · entry 3 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,047 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionStock option (right to buy) · Derivative | 11,600 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · derivative · entry 7 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,537 Underlying: Common Stock · 11,600 shares Expires 2028-05-09 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. F5 · derivative.exercise_date: The option is exercisable immediately, in whole or in part, conditioned upon the Reporting Person entering into a restricted stock purchase agreement with respect to any unvested shares. 25% of the 133,137 shares originally subject to the option vested on December 4, 2018, and the remaining shares vest in 36 equal monthly installments thereafter. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 11,600 | $73.02 | $847,032.00 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · nonDerivative · entry 2 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,920 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. F3 · price: This transaction was executed in multiple trades at prices ranging from $73.00 to $73.13, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:36 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 11,600 | $2.39 | $27,724.00 |
DisclosureSEC source: 0001447362-21-000148 · wf-form4_162396576996441.xml · nonDerivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,520 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 14, 2021. F2 · balance_after: Includes 2,034 shares acquired on February 26, 2021 under the Issuer's employee stock purchase plan. Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionStock option (right to buy) · Derivative | 7,500 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · derivative · entry 10 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,137 Underlying: Common Stock · 7,500 shares Expires 2028-05-09 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. F8 · derivative.exercise_date: The option is exercisable immediately, in whole or in part, conditioned upon the Reporting Person entering into a restricted stock purchase agreement with respect to any unvested shares. 25% of the 133,137 shares originally subject to the option vested on December 4, 2018, and the remaining shares vest in 36 equal monthly installments thereafter. Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 1,100 | $78.98 | $86,882.40 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · nonDerivative · entry 8 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,886 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. F7 · price: This transaction was executed in multiple trades at prices ranging from $78.850 to $79.155, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 4,900 | $78.29 | $383,625.90 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · nonDerivative · entry 7 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,986 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. F6 · price: This transaction was executed in multiple trades at prices ranging from $77.770 to $78.730, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 1,500 | $77.02 | $115,536.00 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · nonDerivative · entry 6 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,886 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. F5 · price: This transaction was executed in multiple trades at prices ranging from $76.625 to $77.310, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 7,500 | $2.39 | $17,925.00 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · nonDerivative · entry 5 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,386 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionStock option (right to buy) · Derivative | 7,500 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · derivative · entry 9 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,637 Underlying: Common Stock · 7,500 shares Expires 2028-05-09 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. F8 · derivative.exercise_date: The option is exercisable immediately, in whole or in part, conditioned upon the Reporting Person entering into a restricted stock purchase agreement with respect to any unvested shares. 25% of the 133,137 shares originally subject to the option vested on December 4, 2018, and the remaining shares vest in 36 equal monthly installments thereafter. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 200 | $79.26 | $15,851.60 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · nonDerivative · entry 4 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,886 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. F4 · price: This transaction was executed in multiple trades at prices ranging from $79.255 to $79.260, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 6,000 | $78.17 | $469,020.00 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · nonDerivative · entry 3 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,086 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. F3 · price: This transaction was executed in multiple trades at prices ranging from $78.000 to $78.600, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | SaleCommon Stock | 1,300 | $77.35 | $100,555.00 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · nonDerivative · entry 2 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,086 F1 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $76.950 to $77.790, inclusive. The price reported above reflects the weighted-average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:08 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | Exercise / conversionCommon Stock | 7,500 | $2.39 | $17,925.00 |
DisclosureSEC source: 0001447362-21-000010 · wf-form4_161057206721913.xml · nonDerivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,386 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 · kind: These transactions were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on December 6, 2020. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 19:11 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | GrantRestricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001447362-20-000291 · wf-form4_160797306720087.xml · derivative · entry 2 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs vest in four equal annual installments beginning on December 10, 2021. F3 · derivative.expiration_date: The RSUs vest in four equal annual installments beginning on December 10, 2021. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 19:11 UTC | CASTLE BIOSCIENCES INC CSTL · Entity 359 | GrantStock option (right to buy) · Derivative | 31,000 | $0.00 Strike: $59.16 | $0.00 |
DisclosureSEC source: 0001447362-20-000291 · wf-form4_160797306720087.xml · derivative · entry 1 Stokes Frank · CIK 0001782815 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 Underlying: Common Stock · 31,000 shares Expires 2030-12-09 F1 · derivative.exercise_date: 25% of shares shall vest on December 10, 2021, and the remaining shares shall vest in 36 equal monthly installments thereafter. 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.