Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRECIGEN, INC.PGEN · Entity 4356 | Director | March 13, 2026 | March 16, 2026 |
| Pediatrix Medical Group, Inc.MD · Entity 4451 | Director | February 13, 2020 | February 18, 2020 |
| ST JOE CoJOE · Entity 4095 | Director | March 16, 2018 | March 19, 2018 |
| WATSCO INCWSO; WSOB · Entity 3422 | Director | December 31, 2025 | January 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.
PRECIGEN, INC.
Report date March 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 782,909 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Exercise / conversion · Acquired 71,839 · Balance 782,909 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-13 · Exercise / conversion · Disposed 71,839 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F2: The RSUs vested in full on March 13, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock.
F2: The RSUs vested in full on March 13, 2026.
Pediatrix Medical Group, Inc.
Report date February 13, 2020 · Filed February 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,403 |
Reported balance
After 2020-02-13 transaction · row 1
1 source rowRow 1 · 2020-02-13 · Grant · Acquired 4,717 · Balance 48,403 F1: Restricted shares granted pursuant to Issuer's Amended and Restated 2008 Incentive Compensation Plan, in connection with annual equity award. Shares will vest in three equal installments on March 1, 2021, March 1, 2022 and March 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted pursuant to Issuer's Amended and Restated 2008 Incentive Compensation Plan, in connection with annual equity award. Shares will vest in three equal installments on March 1, 2021, March 1, 2022 and March 1, 2023.
ST JOE Co
Report date March 16, 2018 · Filed March 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,700 |
Reported balance
After 2018-03-16 transaction · row 1
1 source rowRow 1 · 2018-03-16 · Purchase · Acquired 700 · Balance 4,700 |
WATSCO INC
Report date December 31, 2025 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 400 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $501.67 · Expires 2030-03-05 | Direct | 1,500 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,500 F1: The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively.
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 13, 2026 Filed Mar 16, 2026 21:12 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 71,839 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-003836 · ownership.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 71,839 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F2 · derivative.exercise_date: The RSUs vested in full on March 13, 2026. F2 · derivative.expiration_date: The RSUs vested in full on March 13, 2026. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 21:12 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 71,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-26-003836 · ownership.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782,909 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:21 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 41,073 | $0.00 Strike: $3.51 | $0.00 |
DisclosureSEC source: 0000950103-26-003682 · dp243211_4-alvarez.xml · derivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,073 Underlying: Common Stock · 41,073 shares Expires 2036-03-10 Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:21 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 35,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-003682 · dp243211_4-alvarez.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,612 Underlying: Common Stock · 35,612 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F3 · derivative.exercise_date: The RSUs vest in full on March 10, 2027. F3 · derivative.expiration_date: The RSUs vest in full on March 10, 2027. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:21 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 17,806 | $3.51 | $62,499.06 |
DisclosureSEC source: 0000950103-26-003682 · dp243211_4-alvarez.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 711,070 F1 · price: The shares were issued to the reporting person in lieu of an annual retainer of $62,500. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 22:26 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 87,412 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-003514 · dp226396_4-alvarez.xml · derivative · entry 4 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 87,412 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.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F4 · derivative.exercise_date: The RSUs vested in full on March 14, 2025. F4 · derivative.expiration_date: The RSUs vested in full on March 14, 2025. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 22:26 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 87,412 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-003514 · dp226396_4-alvarez.xml · nonDerivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 693,264 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 22:26 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 83,517 | $0.00 Strike: $1.74 | $0.00 |
DisclosureSEC source: 0000950103-25-003514 · dp226396_4-alvarez.xml · derivative · entry 5 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,517 Underlying: Common Stock · 83,517 shares Expires 2035-03-13 Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 22:26 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 71,839 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-003514 · dp226396_4-alvarez.xml · derivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,839 Underlying: Common Stock · 71,839 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F3 · derivative.exercise_date: The RSUs vest in full on March 13, 2026. F3 · derivative.expiration_date: The RSUs vest in full on March 13, 2026. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 22:26 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 35,919 | $1.74 | $62,499.06 |
DisclosureSEC source: 0000950103-25-003514 · dp226396_4-alvarez.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,852 F1 · price: The shares were issued to the reporting person in lieu of an annual retainer of $62,500. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | GrantStock Option (right to buy) · Derivative | 1,500 | $501.67 Strike: $501.67 | $752,505.00 |
DisclosureSEC source: 0000950170-25-035531 · ownership.xml · derivative · entry 7 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Common stock · 1,500 shares Expires 2030-03-05 F2 · derivative.exercise_date: The options vest 33 1/3% on March 5, 2025, March 5, 2026 and March 5, 2027, respectively. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 2,500 | $175.07 Strike: $175.07 | $437,675.00 |
DisclosureSEC source: 0000950170-25-035531 · ownership.xml · derivative · entry 6 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,500 shares Expires 2025-06-01 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_date: The options vested June 1, 2022. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 400 | $175.07 | $70,028.00 |
DisclosureSEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 5 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 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. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 1,421 | $500.00 | $710,500.00 |
DisclosureSEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 4 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 1,421 | $175.07 | $248,774.47 |
DisclosureSEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon stock | 679 | $498.92 | $338,764.24 |
DisclosureSEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:21 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon stock | 679 | $175.07 | $118,872.53 |
DisclosureSEC source: 0000950170-25-035531 · ownership.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 22:18 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 101,626 | $0.00 Strike: $1.43 | $0.00 |
DisclosureSEC source: 0000950103-24-003953 · dp208506_4-alvarez.xml · derivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,626 Underlying: Common Stock · 101,626 shares Expires 2034-03-14 Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 22:18 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 87,412 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-24-003953 · dp208506_4-alvarez.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,412 Underlying: Common Stock · 87,412 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F3 · derivative.exercise_date: The RSUs vest in full on March 14, 2025. F3 · derivative.expiration_date: The RSUs vest in full on March 14, 2025. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 22:18 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 43,706 | $1.43 | $62,499.58 |
DisclosureSEC source: 0000950103-24-003953 · dp208506_4-alvarez.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 569,933 F1 · price: The shares were issued to the reporting person in lieu of an annual retainer of $62,500. Read SEC document |
| March 09, 2024 Filed Mar 12, 2024 23:52 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 106,837 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-24-003744 · dp208298_4-alvarez.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 106,837 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F2 · derivative.exercise_date: The RSUs vested in full on March 9, 2024. F2 · derivative.expiration_date: The RSUs vested in full on March 9, 2024. Read SEC document |
| March 09, 2024 Filed Mar 12, 2024 23:52 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 106,837 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-24-003744 · dp208298_4-alvarez.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526,227 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 21:24 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $160.69 Strike: $160.69 | $803,450.00 |
DisclosureSEC source: 0001209191-23-058634 · doc4.xml · derivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2024-06-03 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.exercise_date: The options vested June 3, 2021. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 21:24 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon Stock | 5,000 | $412.34 | $2,061,700.00 |
DisclosureSEC source: 0001209191-23-058634 · doc4.xml · nonDerivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $412.12 to $412.91, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco 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 range set forth in footnote (1) to this Form 4. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 21:24 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 5,000 | $160.69 | $803,450.00 |
DisclosureSEC source: 0001209191-23-058634 · doc4.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. Read SEC document |
| May 22, 2023 Filed May 24, 2023 20:08 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 4,000 | $185.12 Strike: $185.12 | $740,480.00 |
DisclosureSEC source: 0001209191-23-031878 · doc4.xml · derivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2023-06-04 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.exercise_date: The options vested June 4, 2020. Read SEC document |
| May 22, 2023 Filed May 24, 2023 20:08 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon Stock | 4,000 | $332.64 | $1,330,560.00 |
DisclosureSEC source: 0001209191-23-031878 · doc4.xml · nonDerivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 8 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $332.50 to $332.91, inclusive. The reporting person undertakes to provide Watsco, any security holder of Watsco 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 range set forth in footnote (1) to this Form 4. Read SEC document |
| May 22, 2023 Filed May 24, 2023 20:08 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 4,000 | $185.12 | $740,480.00 |
DisclosureSEC source: 0001209191-23-031878 · doc4.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 20:56 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 125,489 | $0.00 Strike: $1.17 | $0.00 |
DisclosureSEC source: 0000950103-23-004005 · dp190522_4-alvarez.xml · derivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,489 Underlying: Common Stock · 125,489 shares Expires 2033-03-09 Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 20:56 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 106,837 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-23-004005 · dp190522_4-alvarez.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,837 Underlying: Common Stock · 106,837 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ('RSU") represents a contingent right to receive one share of Precigen common stock. F3 · derivative.exercise_date: The RSUs vest in full on March 9, 2024. F3 · derivative.expiration_date: The RSUs vest in full on March 9, 2024. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 20:56 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 53,418 | $1.17 | $62,499.06 |
DisclosureSEC source: 0000950103-23-004005 · dp190522_4-alvarez.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,390 F1 · price: The shares were issued to the reporting person in lieu of an annual retainer of $62,500. Read SEC document |
| February 22, 2023 Filed Feb 25, 2023 01:08 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 61,576 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-23-003028 · dp189559_4-alvarez.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,576 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F2 · derivative.exercise_date: The RSUs vested in full on February 22, 2023. F2 · derivative.expiration_date: The RSUs vested in full on February 22, 2023. Read SEC document |
| February 22, 2023 Filed Feb 25, 2023 01:08 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 61,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-23-003028 · dp189559_4-alvarez.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,972 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 20:26 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionStock Option (right to buy) · Derivative | 4,000 | $143.86 Strike: $143.86 | $575,440.00 |
DisclosureSEC source: 0001209191-22-033161 · doc4.xml · derivative · entry 4 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2022-06-05 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_date: The options vested June 5, 2019. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 20:26 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon Stock | 900 | $255.29 | $229,759.02 |
DisclosureSEC source: 0001209191-22-033161 · doc4.xml · nonDerivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 20:26 UTC | WATSCO INC WSO; WSOB · Entity 3422 | SaleCommon Stock | 3,100 | $253.05 | $784,452.83 |
DisclosureSEC source: 0001209191-22-033161 · doc4.xml · nonDerivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 20:26 UTC | WATSCO INC WSO; WSOB · Entity 3422 | Exercise / conversionCommon Stock | 4,000 | $143.86 | $575,440.00 |
DisclosureSEC source: 0001209191-22-033161 · doc4.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:01 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 16,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-005397 · dp170042_4-alvarez.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,212 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F2 · derivative.exercise_date: The RSUs vested in full on March 25, 2022. F2 · derivative.expiration_date: The RSUs vested in full on March 25, 2022. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:01 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 16,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-22-005397 · dp170042_4-alvarez.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,396 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:46 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 83,189 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0000950103-22-003220 · dp167776_4-alvarez.xml · derivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,189 Underlying: Common Stock · 83,189 shares Expires 2032-02-22 Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:46 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 61,576 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-003220 · dp167776_4-alvarez.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,576 Underlying: Common Stock · 61,576 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ('RSU") represents a contingent right to receive one share of Precigen common stock. F3 · derivative.exercise_date: The RSUs vest in full on February 22, 2023. F3 · derivative.expiration_date: The RSUs vest in full on February 22, 2023. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:46 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 30,788 | $2.03 | $62,499.64 |
DisclosureSEC source: 0000950103-22-003220 · dp167776_4-alvarez.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,184 F1 · price: The shares were issued to the reporting person in lieu of an annual retainer of $62,500. Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 23:43 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 22,107 | $0.00 Strike: $7.71 | $0.00 |
DisclosureSEC source: 0001123292-21-000562 · edgar.xml · derivative · entry 3 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,107 Underlying: Common Stock · 22,107 shares Expires 2031-03-25 Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 23:43 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 16,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000562 · edgar.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,212 Underlying: Common Stock · 16,212 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Precigen, Inc. common stock. F3 · derivative.exercise_date: The restricted stock units vest in full on March 25, 2022. F3 · derivative.expiration_date: The restricted stock units vest in full on March 25, 2022. Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 23:43 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 8,106 | $7.71 | $62,497.26 |
DisclosureSEC source: 0001123292-21-000562 · edgar.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,396 F1 · price: The shares were issued to the reporting person in lieu of an annual retainer of $62,500. Read SEC document |
| March 13, 2021 Filed Mar 16, 2021 20:38 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 62,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000491 · edgar.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 62,189 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 restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen, Inc. common stock. F2 · derivative.exercise_date: The RSUs vested in full on March 13, 2021. F2 · derivative.expiration_date: The RSUs vested in full on March 13, 2021. Read SEC document |
| March 13, 2021 Filed Mar 16, 2021 20:38 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 62,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-21-000491 · edgar.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,290 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen, Inc. common stock. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 22:05 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionOption to Purchase Common Stock (Right to Buy) · Derivative | 2,968 | $0.00 Strike: $5.69 | $0.00 |
DisclosureSEC source: 0001123292-21-000416 · edgar.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,968 shares Expires 2021-03-07 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_date: This option was immediately exercisable. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 22:05 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 2,968 | $5.69 | $16,887.92 |
DisclosureSEC source: 0001123292-21-000416 · edgar.xml · nonDerivative · entry 1 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,101 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. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 20:22 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionOption to Purchase Common Stock (Right to Buy) · Derivative | 2,968 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0001123292-20-000922 · edgar.xml · derivative · entry 2 ALVAREZ CESAR L · CIK 0001220297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,968 shares Expires 2020-06-30 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_date: This option was immediately exercisable. 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.