Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accelerate Diagnostics, IncAXDX · Entity 78156 | Director | December 03, 2024 | December 03, 2024 |
| BIODESIX INCBDSX · Entity 6053 | Director · Chairman | September 30, 2026 | October 03, 2026 |
| STERICYCLE INCSRCL · Entity 80873 | Director | May 23, 2018 | May 25, 2018 |
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.
Accelerate Diagnostics, Inc
Report date December 03, 2024 · Filed December 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy John Patience Living Trust dated 7/23/1993 | 653,224 |
Reported balance
After 2024-12-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-12-03 · Purchase · Acquired 200,000 · Balance 653,224 F1: Represents shares purchased by the reporting person from Jack Schuler, a member of the issuer's board of directors, in a private transaction. F2: The reporting person has sole voting and dispositive power with respect to such shares in his capacity as trustee of the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 3,941 |
Reported balance
Holding disclosure · report date 2024-12-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,941 |
| Common StockSEC Table I · non-derivative | IndirectBy Patience Enterprises LP | 214,046 |
Reported balance
Holding disclosure · report date 2024-12-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 214,046 F3: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares purchased by the reporting person from Jack Schuler, a member of the issuer's board of directors, in a private transaction.
F2: The reporting person has sole voting and dispositive power with respect to such shares in his capacity as trustee of the trust.
F3: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
BIODESIX INC
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,743 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Exercise / conversion · Acquired 1,360 · Balance 26,743 F1: Each restricted stock unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock ("Common Stock"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,361 |
Reported balance
After 2026-09-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-30 · Exercise / conversion · Disposed 1,360 · Balance 1,361 F1: Each restricted stock unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock ("Common Stock"). F4: These RSUs vest in four substantially equal installments on March 31, June 30, September 30 and December 31, 2026, generally subject to the Reporting Person's continued service with the Issuer, and have no expiration date. |
| Common StockSEC Table I · non-derivative | IndirectBy Patience Enterprises LP | 107,664 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 107,664 F2: The Reporting Person is the sole general partner of Patience Enterprises LP. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy John Patience Living Trust dated 7/23/1993 | 241,480 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 241,480 F3: The Reporting Person is the sole trustee of John Patience Living Trust (July 23, 1993). |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 2,649 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,649 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (the "RSU") represents a contingent right to receive one share of the Issuer's common stock ("Common Stock").
F2: The Reporting Person is the sole general partner of Patience Enterprises LP. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.
F3: The Reporting Person is the sole trustee of John Patience Living Trust (July 23, 1993).
F4: These RSUs vest in four substantially equal installments on March 31, June 30, September 30 and December 31, 2026, generally subject to the Reporting Person's continued service with the Issuer, and have no expiration date.
STERICYCLE INC
Report date May 23, 2018 · Filed May 25, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,878 |
Reported balance
After 2018-05-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-05-23 · Grant · Acquired 1,970 · Balance 3,878 F1: In accordance with the Stericycle, Inc. Directors Deferred Stock Plan, the reporting person has elected to defer actual receipt of the shares to which such person would otherwise be entitled upon vesting until such person's separation of service from the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: In accordance with the Stericycle, Inc. Directors Deferred Stock Plan, the reporting person has elected to defer actual receipt of the shares to which such person would otherwise be entitled upon vesting until such person's separation of service from the issuer.
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 01, 2016 Filed Dec 7, 2016 20:55 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | Exercise / conversionCommon Stock | 20,000 | $6.48 | $129,600.00 |
DisclosureSEC source: 0001144204-16-138466 · v454647_4.xml · nonDerivative · entry 1 PATIENCE JOHN · CIK 0001021413 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.