Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXAGEN INC.XGN · Entity 935 | Director | June 09, 2026 | August 19, 2026 |
| Fulgent Genetics, Inc.FLGT · Entity 2545 | CFO and Treasurer | 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.
EXAGEN INC.
Report date June 09, 2026 · Filed August 19, 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 | 46,500 |
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 46,500 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.
Fulgent Genetics, 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 | 356,543 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 2,087 · Balance 356,543 F1: The shares were withheld from the reporting person to satisfy the tax withholding obligations that arose upon the vesting of certain restricted stock units granted to the reporting person on February 25, 2025, which grant was originally reported on Form 4 filed with the U.S. Securities and Exchange Commission on February 27, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were withheld from the reporting person to satisfy the tax withholding obligations that arose upon the vesting of certain restricted stock units granted to the reporting person on February 25, 2025, which grant was originally reported on Form 4 filed with the U.S. Securities and Exchange Commission on February 27, 2025.
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 |
|---|---|---|---|---|---|---|
| May 13, 2019 Filed May 14, 2019 19:46 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | SaleCommon Stock | 1,404 | $5.50 | $7,722.00 |
DisclosureSEC source: 0001209191-19-029586 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,611 F1 · kind: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on August 10, 2016. F2 · price: The shares were sold in multiple transactions, all at a price of $5.50 per share. 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 in each such transaction. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 21:09 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | SaleCommon Stock | 1,165 | $4.67 | $5,440.55 |
DisclosureSEC source: 0001209191-19-017310 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,015 F1 · kind: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on August 10, 2016. The sales were effected in multiple transactions, all at a price of $4.67 per share. 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 in each such transaction. Read SEC document |
| February 27, 2019 Filed Mar 5, 2019 01:40 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016048 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,180 F1 · shares: Reflects an award of restricted stock units relating to 20,000 shares of the Issuer's common stock. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The shares subject to the restricted stock units vest over a period of four years, with 1/4th of such shares vesting 12 months after March 1, 2019, and 1/16th of the remaining shares vesting at the end of every three-month period over the remaining 36 months, subject to Mr. Kim's continued service for Issuer on each vesting date. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 21:38 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | SaleCommon Stock | 1,446 | $3.50 | $5,062.01 |
DisclosureSEC source: 0001209191-18-058544 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,180 F1 · kind: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on August 10, 2016. F2 · price: The shares were sold in multiple transactions at prices ranging from $3.50 to $3.51, inclusive. The reported price 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 transactions were effected. Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 23:03 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | SaleCommon Stock | 1,405 | $4.50 | $6,322.50 |
DisclosureSEC source: 0001209191-18-046688 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,626 F1 · kind: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on August 10, 2016. F2 · price: The shares were sold in multiple transactions at prices ranging from $4.42 to $4.54, inclusive. The reported price 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 transactions were effected. Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:06 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | SaleCommon Stock | 1,370 | $3.72 | $5,096.40 |
DisclosureSEC source: 0001209191-18-030475 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,031 F1 · kind: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on August 10, 2016. The sales were effected in multiple transactions, all at a price of $3.72 per share. 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 in each such transaction. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 21:28 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | SaleCommon Stock | 1,628 | $3.76 | $6,121.28 |
DisclosureSEC source: 0001209191-18-018504 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,401 F1 · kind: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on August 10, 2016. F2 · price: The shares were sold in multiple transactions at prices ranging from $3.75 to $3.81, inclusive. The reported price 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 transactions were effected. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 21:08 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | SaleCommon Stock | 1,573 | $3.22 | $5,065.06 |
DisclosureSEC source: 0001209191-17-060859 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,029 F1 · kind: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on August 10, 2016. F2 · price: The shares were sold in multiple transactions at $3.22. 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 at which the transactions were effected. Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 20:25 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | SaleCommon Stock | 6,134 | $5.71 | $35,016.55 |
DisclosureSEC source: 0001209191-17-048761 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,602 F1 · kind: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on August 10, 2016. F2 · price: The shares were sold in multiple transactions at prices ranging from $5.51 to $5.99, inclusive. The reported price 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 transactions were effected. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:51 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | GrantIssuer Common Stock | 394,736 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-144562 · doc4.xml · nonDerivative · entry 4 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,736 F5 · price: The securities were received in the Reorganization in exchange for the cancellation of (i) restricted share units relating to 500,000 of the Predecessor's Class D non-voting common units and (ii) 2,500,000 of the Predecessor's Class D voting common units. F6 · balance_after: Includes 328,947 shares of the Issuer's common stock and restricted stock units relating to 65,789 shares of the Issuer's common stock. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The shares subject to the restricted stock units vest over a period of four years, with 1/4th of such shares vesting 12 months after August 10, 2016, and 1/16th of the remaining shares vesting at the end of every three-month period over the remaining 36 months, subject to Mr. Kim's continued service for the Predecessor or the Issuer on each vesting date. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:51 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | Disposition to issuerPredecessor Class D Voting Common Units | 2,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-144562 · doc4.xml · nonDerivative · entry 3 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: The securities were disposed of and cancelled in the Reorganization in exchange for 328,947 shares of the Issuer's common stock. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:51 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | Disposition to issuerPredecessor Class D Non-Voting Common Units | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-144562 · doc4.xml · nonDerivative · entry 2 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: Reflects securities of Fulgent Therapeutics LLC (the "Predecessor" or "Fulgent LLC"). Fulgent LLC is considered the predecessor of Fulgent Genetics, Inc. (the "Issuer") following completion of a reorganization transaction pursuant to which the Predecessor became a wholly owned subsidiary of the Issuer (the "Reorganization"), which was completed on September 30, 2016 in connection with the initial public offering of the Issuer and which is described in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-213469). In the Reorganization, all of the predecessor's Class D voting common units and all restricted share units relating to the Predecessor's Class D non-voting common units were cancelled in exchange for shares of the Issuer's common stock and restricted stock units relating to shares of the Issuer's common stock, respectively, in each case at a ratio of 7.6-for-1. F3 · price: The securities were disposed of and cancelled in the Reorganization in exchange for restricted stock units relating to 65,789 shares of the Issuer's common stock. Read SEC document |
| August 12, 2016 Filed Oct 4, 2016 21:51 UTC | Fulgent Genetics, Inc. FLGT · Entity 2545 | GrantPredecessor Class D Non-Voting Common Units | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-144562 · doc4.xml · nonDerivative · entry 1 KIM PAUL · CIK 0001253820 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 F1 · security: Reflects securities of Fulgent Therapeutics LLC (the "Predecessor" or "Fulgent LLC"). Fulgent LLC is considered the predecessor of Fulgent Genetics, Inc. (the "Issuer") following completion of a reorganization transaction pursuant to which the Predecessor became a wholly owned subsidiary of the Issuer (the "Reorganization"), which was completed on September 30, 2016 in connection with the initial public offering of the Issuer and which is described in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-213469). In the Reorganization, all of the predecessor's Class D voting common units and all restricted share units relating to the Predecessor's Class D non-voting common units were cancelled in exchange for shares of the Issuer's common stock and restricted stock units relating to shares of the Issuer's common stock, respectively, in each case at a ratio of 7.6-for-1. F2 · price: Reflects an award of restricted share units relating to 500,000 of the Predecessor's Class D non-voting common units. Each restricted share unit represents a contingent right to receive one Class D non-voting common unit of the Predecessor. The units subject to the restricted share units vest over a period of four years, with 1/4th of such units vesting 12 months after August 10, 2016, and 1/16th of the remaining units vesting at the end of every three-month period over the remaining 36 months, subject to Mr. Kim's continued service for the Predecessor or the Issuer on each vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.