Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXAGEN INC.XGN · Entity 935 | Director · President and CEO | March 12, 2026 | March 16, 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.
EXAGEN INC.
Report date March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 839,834 |
Reported balance
After 2026-03-12 transaction · row 1
1 source rowRow 1 · 2026-03-12 · Grant · Acquired 150,000 · Balance 839,834 F1: The securities awarded are in the form of restricted stock units under the issuer's 2019 Incentive Award Plan. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock unit will vest with respect to 25% of the restricted stock units on each of the first, second, third and fourth anniversaries of February 21, 2026, subject to the Reporting Person's continued service through the applicable vesting date. In addition, the award may become fully vested upon a qualifying termination of employment in connection with a change in control. |
| Stock Option(right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.16 · Expires 2036-03-11 | Direct | 175,000 |
Reported balance
After 2026-03-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-12 · Grant · Acquired 100,000 · Balance 175,000 F2: The option is exercisable as it vests. 25% of the shares subject to the option vest on February 21, 2027, and 1/48th of the total number of shares subject to the option vest at the end of each calendar month thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. In addition, the stock option may become fully vested upon a qualifying termination of employment in connection with a change in control. |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 40,401 |
Reported balance
Holding disclosure · report date 2026-03-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 40,401 |
Filing footnotes · ownership attribution and instrument terms
F1: The securities awarded are in the form of restricted stock units under the issuer's 2019 Incentive Award Plan. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock unit will vest with respect to 25% of the restricted stock units on each of the first, second, third and fourth anniversaries of February 21, 2026, subject to the Reporting Person's continued service through the applicable vesting date. In addition, the award may become fully vested upon a qualifying termination of employment in connection with a change in control.
F2: The option is exercisable as it vests. 25% of the shares subject to the option vest on February 21, 2027, and 1/48th of the total number of shares subject to the option vest at the end of each calendar month thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. In addition, the stock option may become fully vested upon a qualifying termination of employment in connection with a 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 |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 16, 2026 23:16 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 100,000 | $3.16 Strike: $3.16 | $316,000.00 |
DisclosureSEC source: 0001843113-26-000006 · wk-form4_1773702995.xml · derivative · entry 3 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 100,000 shares Expires 2036-03-11 F2 · derivative.exercise_date: The option is exercisable as it vests. 25% of the shares subject to the option vest on February 21, 2027, and 1/48th of the total number of shares subject to the option vest at the end of each calendar month thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. In addition, the stock option may become fully vested upon a qualifying termination of employment in connection with a change in control. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 23:16 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001843113-26-000006 · wk-form4_1773702995.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 839,834 F1 · shares: The securities awarded are in the form of restricted stock units under the issuer's 2019 Incentive Award Plan. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock unit will vest with respect to 25% of the restricted stock units on each of the first, second, third and fourth anniversaries of February 21, 2026, subject to the Reporting Person's continued service through the applicable vesting date. In addition, the award may become fully vested upon a qualifying termination of employment in connection with a change in control. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 20:00 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 2,535 | $3.08 | $7,800.20 |
DisclosureSEC source: 0001843113-26-000004 · wk-form4_1772654400.xml · nonDerivative · entry 2 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 689,834 F2 · security: The reporting person is voluntarily reporting the acquisition of the Issuer's common stock pursuant to the Employee Stock Purchase Plan ("ESPP"). F3 · shares: Represents shares of common stock purchased through ESPP in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 20:00 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 15,698 | $3.62 | $56,826.76 |
DisclosureSEC source: 0001843113-26-000004 · wk-form4_1772654400.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 687,299 F1 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person, at the direction of the Issuer, to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units. The sale is mandated solely by the Issuer and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 00:11 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 11,430 | $3.61 | $41,262.30 |
DisclosureSEC source: 0001843113-26-000002 · wk-form4_1772064690.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 702,997 F1 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person, at the direction of the Issuer, to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units. The sale is mandated solely by the Issuer and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| October 16, 2025 Filed Oct 20, 2025 21:20 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 31,787 | $11.82 | $375,598.37 |
DisclosureSEC source: 0001843113-25-000003 · wk-form4_1760995204.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 714,427 F1 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units ("RSUs"). The sale is mandated by the Issuer's satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:48 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 8,621 | $2.47 | $21,250.77 |
DisclosureSEC source: 0001274737-25-000013 · wk-form4_1741132105.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 746,214 F1 · security: The reporting person is voluntarily reporting the acquisition of the Issuer's common stock pursuant to the Employee Stock Purchase Plan ("ESPP"). F2 · shares: Represents shares of common stock purchased through ESPP in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 01:59 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 75,000 | $3.58 Strike: $3.58 | $268,500.00 |
DisclosureSEC source: 0001274737-25-000010 · wk-form4_1740535140.xml · derivative · entry 3 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2035-02-20 F2 · derivative.exercise_date: The option is exercisable as it vests. 25% of the shares subject to the option vest on February 21, 2026, and 1/48th of the total number of shares subject to the option vest at the end of each calendar month thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. In addition, the stock option may become fully vested upon a qualifying termination of employment in connection with a change in control. Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 01:59 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 112,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-25-000010 · wk-form4_1740535140.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 737,593 F1 · shares: The securities awarded are in the form of restricted stock units under the issuer's 2019 Incentive Award Plan. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock unit will vest with respect to 25% of the restricted stock units on each of the first, second, third and fourth anniversaries of February 21, 2025, subject to the Reporting Person's continued service through the applicable vesting date. In addition, the award may become fully vested upon a qualifying termination of employment in connection with a change in control. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 23:32 UTC | EXAGEN INC. XGN · Entity 935 | PurchaseCommon Stock | 24,305 | $2.81 | $68,297.05 |
DisclosureSEC source: 0001274737-24-000094 · wk-form4_1731972745.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 689,799 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.72 to $2.94, inclusive. The reporting person undertakes to provide Exagen Inc., any security holder of Exagen Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this form 4. Read SEC document |
| May 16, 2024 Filed May 17, 2024 00:02 UTC | EXAGEN INC. XGN · Entity 935 | PurchaseCommon Stock | 40,401 | $1.92 | $77,569.92 |
DisclosureSEC source: 0001274737-24-000052 · wk-form4_1715904159.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 40,401 Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:08 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 9,804 | $1.91 | $18,725.64 |
DisclosureSEC source: 0001274737-24-000015 · wk-form4_1709586311.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,788 F1 · shares: Represents shares of common stock purchased through Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:09 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-24-000012 · wk-form4_1708636160.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590,984 F1 · shares: Represents 175,000 restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock units will vest with respect to 25% of the restricted stock units on each of the first, second, third and fourth anniversaries of March 1, 2024, subject to the Reporting Person's continued service through the applicable vesting date. In addition, the award may become fully vested upon a qualifying termination of employment in accordance with the Company's Amended and Restated Executive Change in Control Severance Plan, as the same may be amended from time to time. Read SEC document |
| October 17, 2023 Filed Oct 18, 2023 20:05 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 33,819 | $1.75 | $59,017.54 |
DisclosureSEC source: 0001274737-23-000094 · wk-form4_1697659512.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 415,984 F1 · shares: The shares were sold by the reporting person to generate proceeds used to satisfy the tax withholding obligation that arose upon the vesting of certain restricted stock units granted to the reporting person on October 16, 2022. Read SEC document |
| August 31, 2023 Filed Sep 6, 2023 21:05 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 9,803 | $2.14 | $20,998.03 |
DisclosureSEC source: 0001274737-23-000091 · wk-form4_1694034315.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 449,803 F1 · shares: Represents shares of common stock purchased through Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 14:00 UTC | EXAGEN INC. XGN · Entity 935 | PurchaseCommon Stock | 90,000 | $2.68 | $241,200.00 |
DisclosureSEC source: 0001274737-22-000083 · wf-form4_167059440451764.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.34 to $2.75, inclusive. The reporting person undertakes to provide Exagen Inc., any security holder of Exagen Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this form 4. Read SEC document |
| October 16, 2022 Filed Oct 19, 2022 00:38 UTC | EXAGEN INC. XGN · Entity 935 | GrantRestricted Stock Units | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001843113-22-000010 · wf-form4_166613985172902.xml · nonDerivative · entry 1 ABALLI JOHN · CIK 0001843113 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 F1 · shares: The securities awarded are in the form of restricted stock units under the issuer's 2019 Incentive Award Plan. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock unit will vest with respect to 25% of the restricted stock units on each of the first, second, third and fourth anniversaries of October 16, 2022, subject to the Reporting Person's continued service through the applicable vesting date. In addition, the award may become fully vested upon a qualifying termination of employment in connection with a change in control. 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.