Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ILLUMINA, INC.ILMN · Entity 3137 | Director | May 22, 2018 | May 24, 2018 |
| 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.
ILLUMINA, INC.
Report date May 22, 2018 · Filed May 24, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,946 |
Reported balance
After 2018-05-22 transaction · row 1
1 source rowRow 1 · 2018-05-22 · Tax withholding · Disposed 922 · Balance 15,946 |
| Common StockSEC Table I · non-derivative | IndirectBy Partnership | 670 |
Reported balance
Holding disclosure · report date 2018-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 670 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 198 |
Reported balance
Holding disclosure · report date 2018-05-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 198 |
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 | 19,756 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 6,250 · Balance 19,756 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 |
|---|---|---|---|---|---|---|
| April 12, 2017 Filed Apr 13, 2017 22:40 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 400 | $173.32 | $69,329.20 |
DisclosureSEC source: 0001127602-17-014733 · form4.xml · nonDerivative · entry 3 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,904 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F3 · price: Weighted average sale price representing 400 shares sold ranging from $172.94 to $173.60 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 22:40 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 2,400 | $172.46 | $413,906.40 |
DisclosureSEC source: 0001127602-17-014733 · form4.xml · nonDerivative · entry 2 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,304 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F2 · price: Weighted average sale price representing 2,400 shares sold ranging from $171.92 to $172.80 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 22:40 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionCommon Stock | 3,000 | $75.66 | $226,980.00 |
DisclosureSEC source: 0001127602-17-014733 · form4.xml · nonDerivative · entry 1 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,704 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: The sale was made pursuant to a 10b5-1 plan. Read SEC document |
| March 08, 2017 Filed Mar 11, 2017 00:41 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $75.66 | $0.00 |
DisclosureSEC source: 0001127602-17-011287 · form4.xml · derivative · entry 6 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,300 Underlying: Common Stock · 3,000 shares Expires 2021-05-10 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: The sale was made pursuant to a 10b5-1 plan. Read SEC document |
| March 08, 2017 Filed Mar 11, 2017 00:41 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 400 | $165.44 | $66,176.00 |
DisclosureSEC source: 0001127602-17-011287 · form4.xml · nonDerivative · entry 3 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,704 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F3 · price: Weighted average sale price representing 400 shares sold ranging from $165.29 to $165.75 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| March 08, 2017 Filed Mar 11, 2017 00:41 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 2,600 | $164.79 | $428,456.60 |
DisclosureSEC source: 0001127602-17-011287 · form4.xml · nonDerivative · entry 2 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,104 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F2 · price: Weighted average sale price representing 2,600 shares sold ranging from $164.27 to $165.10 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| March 08, 2017 Filed Mar 11, 2017 00:41 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionCommon Stock | 3,000 | $75.66 | $226,980.00 |
DisclosureSEC source: 0001127602-17-011287 · form4.xml · nonDerivative · entry 1 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,704 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: The sale was made pursuant to a 10b5-1 plan. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:55 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $75.66 | $0.00 |
DisclosureSEC source: 0001127602-17-004999 · form4.xml · derivative · entry 8 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,300 Underlying: Common Stock · 2,500 shares Expires 2021-05-10 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: The sale was made pursuant to a 10b5-1 plan. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:55 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $42.82 | $0.00 |
DisclosureSEC source: 0001127602-17-004999 · form4.xml · derivative · entry 7 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2020-05-12 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 · shares: The sale was made pursuant to a 10b5-1 plan. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:55 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 397 | $163.30 | $64,829.31 |
DisclosureSEC source: 0001127602-17-004999 · form4.xml · nonDerivative · entry 4 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,704 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F3 · price: Weighted average sale price representing 397 shares sold ranging from $163.18 to $163.45 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:55 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 2,603 | $162.66 | $423,401.38 |
DisclosureSEC source: 0001127602-17-004999 · form4.xml · nonDerivative · entry 3 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,101 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F2 · price: Weighted average sale price representing 2,603 shares sold ranging from $162.13 to $163.05 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:55 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionCommon Stock | 2,500 | $75.66 | $189,150.00 |
DisclosureSEC source: 0001127602-17-004999 · form4.xml · nonDerivative · entry 2 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,704 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: The sale was made pursuant to a 10b5-1 plan. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:55 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionCommon Stock | 500 | $42.82 | $21,410.00 |
DisclosureSEC source: 0001127602-17-004999 · form4.xml · nonDerivative · entry 1 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,204 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: The sale was made pursuant to a 10b5-1 plan. Read SEC document |
| January 11, 2017 Filed Jan 14, 2017 00:05 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $42.82 | $0.00 |
DisclosureSEC source: 0001127602-17-001702 · form4.xml · derivative · entry 9 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 3,000 shares Expires 2020-05-12 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 · shares: The sale was made pursuant to a 10b5-1 plan. Read SEC document |
| January 11, 2017 Filed Jan 14, 2017 00:05 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 200 | $164.93 | $32,986.00 |
DisclosureSEC source: 0001127602-17-001702 · form4.xml · nonDerivative · entry 6 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,704 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F6 · price: Weighted average sale price representing 200 shares sold ranging from $164.91 to $164.95 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| January 11, 2017 Filed Jan 14, 2017 00:05 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 705 | $164.03 | $115,639.04 |
DisclosureSEC source: 0001127602-17-001702 · form4.xml · nonDerivative · entry 5 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,904 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F5 · price: Weighted average sale price representing 705 shares sold ranging from $163.80 to $164.44 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| January 11, 2017 Filed Jan 14, 2017 00:05 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 695 | $163.06 | $113,323.92 |
DisclosureSEC source: 0001127602-17-001702 · form4.xml · nonDerivative · entry 4 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,609 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F4 · price: Weighted average sale price representing 695 shares sold ranging from $162.79 to $163.48 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| January 11, 2017 Filed Jan 14, 2017 00:05 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 1,200 | $162.15 | $194,575.20 |
DisclosureSEC source: 0001127602-17-001702 · form4.xml · nonDerivative · entry 3 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,304 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F3 · price: Weighted average sale price representing 1,200 shares sold ranging from $161.77 to $162.53 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| January 11, 2017 Filed Jan 14, 2017 00:05 UTC | ILLUMINA, INC. ILMN · Entity 3137 | SaleCommon Stock | 200 | $160.67 | $32,134.00 |
DisclosureSEC source: 0001127602-17-001702 · form4.xml · nonDerivative · entry 2 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,504 F1 · shares: The sale was made pursuant to a 10b5-1 plan. F2 · price: Weighted average sale price representing 200 shares sold ranging from $160.47 to $160.87 per share. Number of shares sold at each separate price will be made available to the SEC staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| January 11, 2017 Filed Jan 14, 2017 00:05 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Exercise / conversionCommon Stock | 3,000 | $42.82 | $128,460.00 |
DisclosureSEC source: 0001127602-17-001702 · form4.xml · nonDerivative · entry 1 BOWMAN A BLAINE · CIK 0001008891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,704 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: The sale was made pursuant to a 10b5-1 plan. 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.