Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MESA LABORATORIES INC /CO/MLAB · Entity 5221 | Director | June 17, 2020 | June 17, 2020 |
| NEOGENOMICS INCNEO · Entity 2096 | Director | June 01, 2026 | June 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.
MESA LABORATORIES INC /CO/
Report date June 17, 2020 · Filed June 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units - 3SEC Table II · derivative / convertible security | Direct | 221 |
Reported balance
After 2020-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-06-15 · Grant · Acquired 221 · Balance 221 F1: Each RSU represents a contingent right to receive one share of the Issuer's common stock F2: Represents RSUs for the conversion of cash compensation for Board of Director services for Fiscal Year 21 F3: RSUs that cliff vest on June 15, 2021 F4: Not Applicable |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one share of the Issuer's common stock
F2: Represents RSUs for the conversion of cash compensation for Board of Director services for Fiscal Year 21
F3: RSUs that cliff vest on June 15, 2021
F4: Not Applicable
NEOGENOMICS INC
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,967 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Exercise / conversion · Acquired 23,077 · Balance 56,967 F1: Reflects release of restricted stock units that were previously reported on a Form 4. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-01 · Exercise / conversion · Disposed 23,077 · Balance 0 F2: Once vested, the shares of common stock are not subject to expiration. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,970 |
Reported balance
After 2026-06-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-01 · Grant · Acquired 15,970 · Balance 15,970 F2: Once vested, the shares of common stock are not subject to expiration. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.52 · Expires 2036-06-01 | Direct | 11,069 |
Reported balance
After 2026-06-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-01 · Grant · Acquired 11,069 · Balance 11,069 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.82 · Expires 2033-08-10 | Direct | 8,353 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 8,353 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.71 · Expires 2034-06-01 | Direct | 8,672 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 8,672 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.28 · Expires 2035-06-01 | Direct | 16,107 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 16,107 |
| Common StockSEC Table I · non-derivative | IndirectPerez Joint Revocable Trust David & Karen Perez TTEE U/A Dated 12/09/2016 | 10,000 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.34 · Expires 2029-06-10 | Direct | 9,730 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 9,730 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects release of restricted stock units that were previously reported on a Form 4.
F2: Once vested, the shares of common stock are not subject to expiration.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Ortho Clinical Diagnostics Holdings plc
Report date May 27, 2022 · Filed June 01, 2022
Section 16 reporting ended · disclosed 2022-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, $0.00001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 1
1 source rowRow 1 · 2022-05-27 · Disposition to issuer · Disposed 8,576 · Balance 0 F1: Pursuant to the Business Combination Agreement, dated December 22, 2021, by and among Coronado Topco, Inc. ("Coronado Topco"), Laguna Merger Sub, Inc., Orca Holdco, Inc., Orca Holdco 2, Inc., Quidel Corporation and the Issuer, the Issuer became a wholly owned subsidiary of Coronado Topco upon consummation of the business combinations (the "Effective Time"). At the Effective Time: (a) each of the Issuer's ordinary shares was automatically converted into the right to receive (i) 0.1055 shares of common stock of Coronado Topco and (ii) $7.14 in cash; and (b) each restricted stock unit, whether vested or unvested, was converted into a Coronado Topco equity right of the same type and on the same terms and conditions as were applicable to the corresponding restricted stock unit immediately prior to the Effective Time, which right shall be settled in cash upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Business Combination Agreement, dated December 22, 2021, by and among Coronado Topco, Inc. ("Coronado Topco"), Laguna Merger Sub, Inc., Orca Holdco, Inc., Orca Holdco 2, Inc., Quidel Corporation and the Issuer, the Issuer became a wholly owned subsidiary of Coronado Topco upon consummation of the business combinations (the "Effective Time"). At the Effective Time: (a) each of the Issuer's ordinary shares was automatically converted into the right to receive (i) 0.1055 shares of common stock of Coronado Topco and (ii) $7.14 in cash; and (b) each restricted stock unit, whether vested or unvested, was converted into a Coronado Topco equity right of the same type and on the same terms and conditions as were applicable to the corresponding restricted stock unit immediately prior to the Effective Time, which right shall be settled in cash upon vesting.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 23:46 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantRestricted Stock Unit · Derivative | 15,970 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040576 · wk-form4_1780530412.xml · derivative · entry 5 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,970 Underlying: Common Stock · 15,970 shares Expires not disclosed F2 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 23:46 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 11,069 | $0.00 Strike: $10.52 | $0.00 |
DisclosureSEC source: 0001628280-26-040576 · wk-form4_1780530412.xml · derivative · entry 4 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,069 Underlying: Common Stock · 11,069 shares Expires 2036-06-01 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 23:46 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionRestricted Stock Unit · Derivative | 23,077 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040576 · wk-form4_1780530412.xml · derivative · entry 3 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,077 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. F2 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 23:46 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 23,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040576 · wk-form4_1780530412.xml · nonDerivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,967 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 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantRestricted Stock Unit · Derivative | 23,077 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-25-000122 · wk-form4_1748981182.xml · derivative · entry 5 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,077 Underlying: Common Stock · 23,077 shares Expires not disclosed F2 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 16,107 | $0.00 Strike: $7.28 | $0.00 |
DisclosureSEC source: 0001077183-25-000122 · wk-form4_1748981182.xml · derivative · entry 4 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,107 Underlying: Common Stock · 16,107 shares Expires 2035-06-01 Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionRestricted Stock Unit · Derivative | 12,254 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-25-000122 · wk-form4_1748981182.xml · derivative · entry 3 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,254 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. F2 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:06 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 12,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-25-000122 · wk-form4_1748981182.xml · nonDerivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,890 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 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:05 UTC | NEOGENOMICS INC NEO · Entity 2096 | PurchaseCommon Stock | 10,000 | $7.63 | $76,300.00 |
DisclosureSEC source: 0001077183-25-000094 · wk-form4_1746648345.xml · nonDerivative · entry 2 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Perez Joint Revocable Trust David & Karen Perez TTEE U/A Dated 12/09/2016 Disclosed balance after: 10,000 Read SEC document |
| August 10, 2024 Filed Aug 13, 2024 20:34 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionRestricted Stock Unit · Derivative | 11,336 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-24-000133 · wk-form4_1723581290.xml · derivative · entry 2 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,336 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. F2 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| August 10, 2024 Filed Aug 13, 2024 20:34 UTC | NEOGENOMICS INC NEO · Entity 2096 | Exercise / conversionCommon Stock | 11,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-24-000133 · wk-form4_1723581290.xml · nonDerivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,636 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 · shares: Reflects release of restricted stock units that were previously reported on a Form 4. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:09 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantRestricted Stock Unit · Derivative | 12,254 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-24-000095 · wk-form4_1717531787.xml · derivative · entry 6 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,254 Underlying: Common Stock · 12,254 shares Expires not disclosed F1 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:09 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 8,672 | $0.00 Strike: $13.71 | $0.00 |
DisclosureSEC source: 0001077183-24-000095 · wk-form4_1717531787.xml · derivative · entry 5 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,672 Underlying: Common Stock · 8,672 shares Expires 2034-06-01 Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 21:42 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantRestricted Stock Unit · Derivative | 11,336 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001077183-23-000123 · wk-form4_1692049358.xml · derivative · entry 4 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,336 Underlying: Common Stock · 11,336 shares Expires not disclosed F1 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 21:42 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 8,353 | $0.00 Strike: $14.82 | $0.00 |
DisclosureSEC source: 0001077183-23-000123 · wk-form4_1692049358.xml · derivative · entry 3 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,353 Underlying: Common Stock · 8,353 shares Expires 2033-08-10 Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 22:13 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantStock Option (Right to Buy) · Derivative | 9,730 | $0.00 Strike: $7.34 | $0.00 |
DisclosureSEC source: 0001077183-22-000167 · wf-form4_166785917567279.xml · derivative · entry 2 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,730 Underlying: Common Stock · 9,730 shares Expires 2029-06-10 Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 22:13 UTC | NEOGENOMICS INC NEO · Entity 2096 | GrantCommon Stock | 10,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001077183-22-000167 · wf-form4_166785917567279.xml · nonDerivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,300 F1 · shares: On November 3, 2022, Mr. Perez was granted 10,300 restricted stock awards. These awards vest on June 10, 2023. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 20:00 UTC | Ortho Clinical Diagnostics Holdings plc OCDX · Entity 126680 | Disposition to issuerOrdinary Shares, $0.00001 par value | 8,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-033125 · doc4.xml · nonDerivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Business Combination Agreement, dated December 22, 2021, by and among Coronado Topco, Inc. ("Coronado Topco"), Laguna Merger Sub, Inc., Orca Holdco, Inc., Orca Holdco 2, Inc., Quidel Corporation and the Issuer, the Issuer became a wholly owned subsidiary of Coronado Topco upon consummation of the business combinations (the "Effective Time"). At the Effective Time: (a) each of the Issuer's ordinary shares was automatically converted into the right to receive (i) 0.1055 shares of common stock of Coronado Topco and (ii) $7.14 in cash; and (b) each restricted stock unit, whether vested or unvested, was converted into a Coronado Topco equity right of the same type and on the same terms and conditions as were applicable to the corresponding restricted stock unit immediately prior to the Effective Time, which right shall be settled in cash upon vesting. Read SEC document |
| May 03, 2021 Filed May 5, 2021 21:00 UTC | Ortho Clinical Diagnostics Holdings plc OCDX · Entity 126680 | GrantOrdinary Shares | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030366 · doc4.xml · nonDerivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,576 F1 · shares: Represents restricted stock units, which vest in eight equal quarterly installments beginning on June 30, 2021. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 14:42 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantRestricted Stock Units - 3 · Derivative | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-20-000015 · primary_doc.xml · derivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221 Underlying: Common Stock · 221 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock F2 · shares: Represents RSUs for the conversion of cash compensation for Board of Director services for Fiscal Year 21 F3 · derivative.exercise_date: RSUs that cliff vest on June 15, 2021 F4 · derivative.expiration_date: Not Applicable Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 22:22 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | GrantRestricted Stock Units - 2 · Derivative | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000052 · primary_doc.xml · derivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477 Underlying: Common Stock · 477 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock F2 · derivative.exercise_date: RSUs that vest on November 15, 2020 F3 · derivative.expiration_date: Not Applicable Read SEC document |
| November 07, 2019 Filed Nov 7, 2019 17:28 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionRestricted Stock Units - 1 · Derivative | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000045 · primary_doc.xml · derivative · entry 2 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 275 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 RSU represents a contingent right to receive one share of the Issuer's common stock F2 · derivative.exercise_date: RSUs that vested on November 7, 2019 F3 · derivative.expiration_date: Not Applicable Read SEC document |
| November 07, 2019 Filed Nov 7, 2019 17:28 UTC | MESA LABORATORIES INC /CO/ MLAB · Entity 5221 | Exercise / conversionCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001228924-19-000045 · primary_doc.xml · nonDerivative · entry 1 Perez David Brian · CIK 0001765355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275 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. F4 · kind: Represents stock from RSUs that vested on November 7, 2019. No shares were sold by the reporting person in connection with this transaction. 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.