Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Personalis, Inc.PSNL · Entity 4572 | Director | May 12, 2026 | May 14, 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.
Personalis, Inc.
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,190 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 6,250 · Balance 37,190 F1: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 100% of the shares subject to the RSU shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the Company's 2019 Equity Incentive Plan (the "2019 Plan")) through the vesting date. In the event of a Change in Control (as defined in the 2019 Plan), the shares underlying the RSU shall vest immediately prior to the effectiveness of such Change in Control. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.04 · Expires 2036-05-12 | Direct | 37,500 |
Reported balance
After 2026-05-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-12 · Grant · Acquired 37,500 · Balance 37,500 F2: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the 2019 Plan) through the vesting date. In the event of a Change in Control (as defined in the 2019 Plan), the shares underlying the option shall vest and become exercisable immediately prior to the effectiveness of such Change in Control. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 100% of the shares subject to the RSU shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the Company's 2019 Equity Incentive Plan (the "2019 Plan")) through the vesting date. In the event of a Change in Control (as defined in the 2019 Plan), the shares underlying the RSU shall vest immediately prior to the effectiveness of such Change in Control.
F2: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the 2019 Plan) through the vesting date. In the event of a Change in Control (as defined in the 2019 Plan), the shares underlying the option shall vest and become exercisable immediately prior to the effectiveness of such Change in Control.
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 12, 2026 Filed May 14, 2026 21:06 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 37,500 | $0.00 Strike: $6.04 | $0.00 |
DisclosureSEC source: 0001471716-26-000001 · form4-05142026_090514.xml · derivative · entry 2 Shoff Lonnie · CIK 0001471716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2036-05-12 F2 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the 2019 Plan) through the vesting date. In the event of a Change in Control (as defined in the 2019 Plan), the shares underlying the option shall vest and become exercisable immediately prior to the effectiveness of such Change in Control. Read SEC document |
| May 12, 2026 Filed May 14, 2026 21:06 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001471716-26-000001 · form4-05142026_090514.xml · nonDerivative · entry 1 Shoff Lonnie · CIK 0001471716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,190 F1 · shares: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 100% of the shares subject to the RSU shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the Company's 2019 Equity Incentive Plan (the "2019 Plan")) through the vesting date. In the event of a Change in Control (as defined in the 2019 Plan), the shares underlying the RSU shall vest immediately prior to the effectiveness of such Change in Control. Read SEC document |
| May 16, 2025 Filed May 20, 2025 20:16 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $4.95 | $0.00 |
DisclosureSEC source: 0001415889-25-013800 · form4-05202025_080550.xml · derivative · entry 1 Shoff Lonnie · CIK 0001471716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2035-05-16 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the Company's 2019 Equity Incentive Plan) through the vesting date. In the event of a Change in Control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the option shall vest and become exercisable immediately prior to the effectiveness of such Change in Control. Read SEC document |
| May 17, 2024 Filed May 22, 2024 01:22 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $1.40 | $0.00 |
DisclosureSEC source: 0001415889-24-014045 · form4-05222024_010537.xml · derivative · entry 1 Shoff Lonnie · CIK 0001471716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2034-05-17 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the Company's 2019 Equity Incentive Plan) through the vesting date. In the event of a Change in Control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the option shall vest and become immediately exercisable prior to the effectiveness of such Change in Control. Read SEC document |
| May 17, 2023 Filed May 19, 2023 22:33 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $2.07 | $0.00 |
DisclosureSEC source: 0001209191-23-031233 · doc4.xml · derivative · entry 1 Shoff Lonnie · CIK 0001471716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2033-05-17 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one-year anniversary of the grant date or the day prior to the Company's next annual meeting of stockholders occurring after the grant date, subject to the reporting person's Continuous Service (as defined in the Company's 2019 Equity Incentive Plan) through the vesting date. In the event of a Change in Control (as defined in the Company's 2019 Equity Incentive Plan), the shares underlying the option shall vest and become immediately exercisable prior to the effectiveness of such Change in Control. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:47 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantStock Option (Right to Buy) · Derivative | 47,345 | $0.00 Strike: $4.07 | $0.00 |
DisclosureSEC source: 0001209191-22-044452 · doc4.xml · derivative · entry 2 Shoff Lonnie · CIK 0001471716 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,345 Underlying: Common Stock · 47,345 shares Expires 2032-08-02 F2 · derivative.exercise_date: The shares subject to the option vest in 3 annual installments with the first installment vesting on August 2, 2023. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:47 UTC | Personalis, Inc. PSNL · Entity 4572 | GrantCommon Stock | 30,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044452 · doc4.xml · nonDerivative · entry 1 Shoff Lonnie · CIK 0001471716 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,940 F1 · shares: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest in 3 annual installments with the first installment vesting on August 2, 2023. 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.