Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareDx, Inc.CDNA · Entity 4344 | Chief Financial Officer | August 01, 2025 | August 05, 2025 |
| NEOGENOMICS INCNEO · Entity 2096 | Chief Financial Officer | March 02, 2026 | March 02, 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.
CareDx, Inc.
Report date August 01, 2025 · Filed August 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 319,725 |
Reported balance
After 2025-08-01 transaction · row 1
1 source rowRow 1 · 2025-08-01 · Tax withholding · Disposed 7,687 · Balance 319,725 F1: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units.
NEOGENOMICS INC
Report date March 02, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.74 · Expires 2036-01-13 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-02 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: On January 13, 2026, Mr. Jain was granted 183,578 stock options. The options vest ratably over the first three anniversary dates of the grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: On January 13, 2026, Mr. Jain was granted 110,088 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date. F3: Once vested, the shares of common stock are not subject to expiration. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 13, 2026, Mr. Jain was granted 183,578 stock options. The options vest ratably over the first three anniversary dates of the grant date.
F2: On January 13, 2026, Mr. Jain was granted 110,088 restricted stock units. The restricted stock units vest ratably over the first three anniversary dates of the grant date.
F3: Once vested, the shares of common stock are not subject to expiration.
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 |
|---|---|---|---|---|---|---|
| August 01, 2025 Filed Aug 5, 2025 20:25 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 7,687 | $12.22 | $93,935.14 |
DisclosureSEC source: 0001415889-25-021031 · form4-08052025_080810.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,725 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| May 27, 2025 Filed May 29, 2025 20:36 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 1,982 | $17.63 | $34,942.66 |
DisclosureSEC source: 0000950170-25-079036 · ownership.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,412 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:53 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 7,686 | $15.07 | $115,828.02 |
DisclosureSEC source: 0000950170-25-063651 · ownership.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,394 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 20:20 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 338 | $16.94 | $5,725.72 |
DisclosureSEC source: 0001931277-25-000010 · wk-form4_1745439615.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,080 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| April 07, 2025 Filed Apr 9, 2025 20:31 UTC | CareDx, Inc. CDNA · Entity 4344 | SaleCommon Stock | 265 | $17.72 | $4,695.80 |
DisclosureSEC source: 0001931277-25-000008 · wk-form4_1744230677.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,418 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:32 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 55,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001931277-25-000006 · wk-form4_1742934765.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,683 F1 · shares: The reported securities are represented by restricted stock units, of which one-third will vest on April 1, 2026 and the remaining two-thirds will vest in equal quarterly installments thereafter on the last day of each of the subsequent eight quarters, rounded down to the nearest whole share until the last such installment, such that one-hundred percent of the restricted stock units will be vested on the third anniversary of April 1, 2026, subject to the Reporting Person's continuous employment on each applicable vesting date. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:30 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 9,989 | $23.32 | $232,943.48 |
DisclosureSEC source: 0001931277-25-000004 · wk-form4_1738963804.xml · nonDerivative · entry 2 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,103 F2 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of performance restricted stock units. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:30 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 37,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001931277-25-000004 · wk-form4_1738963804.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,092 F1 · shares: The reported securities were subject to a performance restricted stock unit award that was initially granted on February 1, 2023 for a two-year performance period over calendar years 2023 and 2024, which performance was assessed and finalized on February 1, 2025. 50.00% of the reported securities vested on February 1, 2025, but were not delivered until February 5, 2025. 50.00% of the reported securities will vest on February 1, 2026, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| February 03, 2025 Filed Feb 6, 2025 02:01 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 11,244 | $23.32 | $262,210.08 |
DisclosureSEC source: 0001931277-25-000002 · wk-form4_1738807280.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,292 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:31 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 7,371 | $22.64 | $166,879.44 |
DisclosureSEC source: 0001931277-24-000017 · wk-form4_1730842282.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,536 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| September 09, 2024 Filed Sep 11, 2024 20:38 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 2,807 | $27.43 | $76,996.01 |
DisclosureSEC source: 0001931277-24-000015 · wk-form4_1726087097.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,907 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 20:31 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 697 | $27.10 | $18,888.70 |
DisclosureSEC source: 0001931277-24-000013 · wk-form4_1726000309.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,714 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:45 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 7,371 | $23.58 | $173,808.18 |
DisclosureSEC source: 0001931277-24-000011 · wk-form4_1722890744.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,411 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| May 28, 2024 Filed May 30, 2024 21:32 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 1,901 | $16.15 | $30,701.15 |
DisclosureSEC source: 0001931277-24-000010 · wk-form4_1717104520.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,782 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:35 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 7,371 | $9.18 | $67,665.78 |
DisclosureSEC source: 0001931277-24-000008 · wk-form4_1714768497.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,683 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| April 18, 2024 Filed Apr 22, 2024 20:32 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 323 | $8.07 | $2,606.61 |
DisclosureSEC source: 0001931277-24-000006 · wk-form4_1713817900.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,054 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:40 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 235 | $9.53 | $2,239.55 |
DisclosureSEC source: 0000950170-24-043402 · ownership.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,377 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 02:24 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 11,469 | $8.88 | $101,844.72 |
DisclosureSEC source: 0001217234-24-000017 · wk-form4_1707186245.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,092 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| February 01, 2024 Filed Apr 9, 2024 21:44 UTC Amendment | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 174,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001217234-24-000037 · wk-form4a_1712699070.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,612 F1 · shares: This amendment is being filed to report the grant of restricted stock units which was inadvertently omitted from the original Form 4 filed on February 5, 2024. This resulted in an additional 174,520 shares deemed beneficially owned by the Reporting Person which were inadvertently omitted from the original Form 4. F2 · shares: The reported securities are represented by restricted stock units, 1/12th of which shall vest on May 1, 2024 and 1/12th of which shall vest on each date that is three months thereafter. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 23:55 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 2,746 | $8.26 | $22,681.96 |
DisclosureSEC source: 0001217234-23-000200 · wf-form4_169447652135835.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,561 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 23:17 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 1,054 | $8.81 | $9,285.74 |
DisclosureSEC source: 0001217234-23-000196 · wf-form4_169421502775860.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,307 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. F2 · balance_after: Includes 2,252 shares acquired pursuant to the Issuer's 2014 Employee Stock Purchase Plan. Read SEC document |
| May 26, 2023 Filed May 30, 2023 23:44 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 1,297 | $7.96 | $10,324.12 |
DisclosureSEC source: 0001217234-23-000098 · wf-form4_168549024228406.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,109 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 23:01 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 221 | $9.07 | $2,004.47 |
DisclosureSEC source: 0001217234-23-000069 · wf-form4_168203165089681.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,406 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 22:48 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 173 | $8.81 | $1,524.13 |
DisclosureSEC source: 0001217234-23-000057 · wf-form4_168116687905426.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,627 F1 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of restricted stock units. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 02:46 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantStock Option (right to buy) · Derivative | 44,100 | $0.00 Strike: $15.66 | $0.00 |
DisclosureSEC source: 0001217234-23-000025 · wf-form4_167547874981201.xml · derivative · entry 2 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,100 Underlying: Common Stock · 44,100 shares Expires 2033-02-01 F2 · derivative.exercise_date: 1/4th of the shares subject to the option shall vest on February 2, 2024 and 1/48th of the shares subject to the option shall vest monthly thereafter. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 02:46 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 85,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001217234-23-000025 · wf-form4_167547874981201.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,800 F1 · shares: The reported securities are represented by restricted stock units, 1/4th of which shall vest on February 1, 2024 and 1/4th of which shall vest on each anniversary thereafter. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 22:02 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantEmployee Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $18.47 | $0.00 |
DisclosureSEC source: 0001931277-22-000002 · wf-form4_166276096149265.xml · derivative · entry 2 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2032-09-07 F2 · derivative.exercise_date: 1/4th of the shares subject to the option shall vest on September 7, 2023 and 1/48th of the shares subject to the option shall vest monthly thereafter. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 22:02 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 22,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001931277-22-000002 · wf-form4_166276096149265.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,700 F1 · shares: The reported securities are represented by restricted stock units, 1/4th of which shall vest on September 7, 2023 and 1/4th of which shall vest on each anniversary thereafter. Read SEC document |
| May 26, 2022 Filed May 27, 2022 23:37 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $24.07 | $0.00 |
DisclosureSEC source: 0001217234-22-000103 · wf-form4_165369464772257.xml · derivative · entry 2 Jain Abhishek · CIK 0001931277 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2032-05-26 F2 · derivative.exercise_date: 25% of the shares subject to the option shall vest on May 26, 2023, and 1/48th of the shares subject to the option vest at the end of each calendar month thereafter. Read SEC document |
| May 26, 2022 Filed May 27, 2022 23:37 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001217234-22-000103 · wf-form4_165369464772257.xml · nonDerivative · entry 1 Jain Abhishek · CIK 0001931277 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,550 F1 · shares: The reported securities are represented by restricted stock units, 1/4th of which shall vest on May 26, 2023, and 1/4th of which will vest on each anniversary thereafter. 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.