Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Insight Molecular Diagnostics Inc.IMDX · Entity 6631 | VP ACCT, Cntlr, Treasurer, PAO | March 26, 2026 | March 30, 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.
Insight Molecular Diagnostics Inc.
Report date March 26, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,711 |
Ending reported balance
After 2026-03-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-26 · Exercise / conversion · Acquired 6,289 · Balance 6,289 F1: Represents vesting of restricted stock units ("RSUs") issued pursuant to the Company's 2018 Equity Incentive Plan. Each RSU represents the right to receive, at settlement, one share of common stock. The RSUs vested on the one-year anniversary of the effective date of grant. Row 2 · 2026-03-26 · Tax withholding · Disposed 2,578 · Balance 3,711 F2: The reported disposition reflects shares withheld by the Company to cover required tax withholding obligations upon the vesting of the RSUs. The reporting person did not sell any shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,578 |
Reported balance
After 2026-03-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-26 · Exercise / conversion · Disposed 6,289 · Balance 12,578 F3: Each RSU has a value equal to one share of common stock. 33 and 1/3% of the RSUs vested on March 26, 2026 and the remaining 66 and 2/3% will vest in equal installments on each of the second- and third-year anniversaries, respectively, of the effective date of grant subject to continuous service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of restricted stock units ("RSUs") issued pursuant to the Company's 2018 Equity Incentive Plan. Each RSU represents the right to receive, at settlement, one share of common stock. The RSUs vested on the one-year anniversary of the effective date of grant.
F2: The reported disposition reflects shares withheld by the Company to cover required tax withholding obligations upon the vesting of the RSUs. The reporting person did not sell any shares.
F3: Each RSU has a value equal to one share of common stock. 33 and 1/3% of the RSUs vested on March 26, 2026 and the remaining 66 and 2/3% will vest in equal installments on each of the second- and third-year anniversaries, respectively, of the effective date of grant subject to continuous service through the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| March 26, 2026 Filed Mar 30, 2026 21:29 UTC | Insight Molecular Diagnostics Inc. IMDX · Entity 6631 | Exercise / conversionRestricted Stock Units · Derivative | 6,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-013572 · ownership.xml · derivative · entry 3 Liu James Yang · CIK 0001944774 · VP ACCT, Cntlr, Treasurer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,578 Underlying: Common Stock · 6,289 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. F3 · derivative.exercise_price: Each RSU has a value equal to one share of common stock. 33 and 1/3% of the RSUs vested on March 26, 2026 and the remaining 66 and 2/3% will vest in equal installments on each of the second- and third-year anniversaries, respectively, of the effective date of grant subject to continuous service through the applicable vesting date. F3 · derivative.exercise_date: Each RSU has a value equal to one share of common stock. 33 and 1/3% of the RSUs vested on March 26, 2026 and the remaining 66 and 2/3% will vest in equal installments on each of the second- and third-year anniversaries, respectively, of the effective date of grant subject to continuous service through the applicable vesting date. F3 · derivative.expiration_date: Each RSU has a value equal to one share of common stock. 33 and 1/3% of the RSUs vested on March 26, 2026 and the remaining 66 and 2/3% will vest in equal installments on each of the second- and third-year anniversaries, respectively, of the effective date of grant subject to continuous service through the applicable vesting date. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:29 UTC | Insight Molecular Diagnostics Inc. IMDX · Entity 6631 | Tax withholdingCommon Stock | 2,578 | $4.11 | $10,595.58 |
DisclosureSEC source: 0001493152-26-013572 · ownership.xml · nonDerivative · entry 2 Liu James Yang · CIK 0001944774 · VP ACCT, Cntlr, Treasurer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,711 F2 · shares: The reported disposition reflects shares withheld by the Company to cover required tax withholding obligations upon the vesting of the RSUs. The reporting person did not sell any shares. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:29 UTC | Insight Molecular Diagnostics Inc. IMDX · Entity 6631 | Exercise / conversionCommon Stock | 6,289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-26-013572 · ownership.xml · nonDerivative · entry 1 Liu James Yang · CIK 0001944774 · VP ACCT, Cntlr, Treasurer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,289 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 · price: Represents vesting of restricted stock units ("RSUs") issued pursuant to the Company's 2018 Equity Incentive Plan. Each RSU represents the right to receive, at settlement, one share of common stock. The RSUs vested on the one-year anniversary of the effective date of grant. Read SEC document |
| September 28, 2025 Filed Sep 30, 2025 21:01 UTC | Insight Molecular Diagnostics Inc. IMDX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 18,000 | $0.00 Strike: $3.33 | $0.00 |
DisclosureSEC source: 0001493152-25-016360 · ownership.xml · derivative · entry 1 Liu James Yang · CIK 0001944774 · VP ACCT, Cntlr, Treasurer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 18,000 shares Expires 2035-09-28 F1 · derivative.exercise_date: 33 and 1/3% of the options will become exercisable after one year of continuous service from the effective date of grant, and the balance will become exercisable in 24 equal monthly installments commencing one year after the date of grant subject to continuous service through the applicable vesting date. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 20:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantRestricted Stock Units · Derivative | 18,867 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001641172-25-001180 · ownership.xml · derivative · entry 2 Liu James Yang · CIK 0001944774 · VP ACCT, Cntlr, Treasurer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,867 Underlying: Common Stock · 18,867 shares Expires not disclosed F2 · derivative.exercise_date: 33 and 1/3% of the restricted stock units will vest on each of the one-, two- and three-year anniversaries, respectively, of the effective date of grant subject to continuous service through the applicable vesting date. F2 · derivative.expiration_date: 33 and 1/3% of the restricted stock units will vest on each of the one-, two- and three-year anniversaries, respectively, of the effective date of grant subject to continuous service through the applicable vesting date. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 20:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 10,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001641172-25-001180 · ownership.xml · derivative · entry 1 Liu James Yang · CIK 0001944774 · VP ACCT, Cntlr, Treasurer, PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2035-03-26 F1 · derivative.exercise_date: 33 and 1/3% of the options will become exercisable after one year of continuous service from the effective date of grant, and the balance will become exercisable in 24 equal monthly installments commencing one year after the date of grant subject to continuous service through the applicable vesting date. Read SEC document |
| May 20, 2024 Filed May 22, 2024 21:18 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 10,000 | $0.00 Strike: $2.76 | $0.00 |
DisclosureSEC source: 0001493152-24-021055 · ownership.xml · derivative · entry 1 Liu James Yang · CIK 0001944774 · Sr Dir., Cntlr, PAO, Int PFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2034-05-20 F1 · derivative.exercise_date: 25% of the options will become exercisable after one year of continuous service from the effective date of grant, and the balance will become exercisable in 36 equal monthly installments commencing one year after the date of grant subject to continuous service through the applicable vesting date. Read SEC document |
| October 10, 2023 Filed Oct 12, 2023 20:30 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 8,482 | $0.00 Strike: $3.11 | $0.00 |
DisclosureSEC source: 0001493152-23-037054 · ownership.xml · derivative · entry 1 Liu James Yang · CIK 0001944774 · Sr Dir Controller PAO Int PFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,482 Underlying: Common Stock · 8,482 shares Expires 2033-10-10 F1 · derivative.exercise_date: 25% of the options will become exercisable after one year of continuous service from the effective date of grant, and the balance will become exercisable in 36 equal monthly installments commencing one year after the date of grant subject to continuous service through the applicable vesting date. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:16 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 57,065 | $0.00 Strike: $0.46 | $0.00 |
DisclosureSEC source: 0001493152-23-001944 · ownership.xml · derivative · entry 1 Liu James Yang · CIK 0001944774 · Controller, PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,065 Underlying: Common Stock · 57,065 shares Expires 2033-01-17 F1 · derivative.exercise_date: The options will become exercisable in three equal installments on each of January 17, 2024, January 17, 2025 and January 17, 2026, subject to continuous service through the applicable 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.