Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AdaptHealth Corp.AHCO · Entity 5183 | CLO and General Counsel | February 26, 2026 | February 27, 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.
AdaptHealth Corp.
Report date February 26, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,097 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Purchase · Acquired 5,000 · Balance 107,097 |
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IsoPlexis Corp
Report date March 21, 2023 · Filed March 21, 2023
Section 16 reporting ended · disclosed 2023-03-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-21 transaction · row 1
1 source rowRow 1 · 2023-03-21 · Disposition to issuer · Disposed 20,000 · Balance 0 F1: On March 21, 2023, pursuant to the Agreement and Plan of Merger, dated as of December 21, 2022 (the Merger Agreement), by and among IsoPlexis Corporation, a Delaware corporation (IsoPlexis), Berkeley Lights, Inc., a Delaware corporation (Berkeley Lights), and Iceland Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Berkeley Lights, each share of common stock, par value $0.001, of IsoPlexis (IsoPlexis Common Stock) reported in this Form 4 was converted into the right to receive 0.6120 fully paid and nonassessable shares of common stock, par value $0.00005, of Berkeley Lights (Berkeley Lights Common Stock), together with cash in lieu of fractional shares of Berkeley Lights Common Stock, if any, and any unpaid dividends or other distributions. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $8.02 · Expires 2031-12-06 | Direct | 0 |
Reported balance
After 2023-03-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-21 · Disposition to issuer · Disposed 40,000 · Balance 0 F2: On March 21, 2023, pursuant to the Merger Agreement, each IsoPlexis stock option (whether vested or unvested) reported in this Form 4 (a) if the per-share exercise price was equal to or greater than the average closing trading price for a share of IsoPlexis Common Stock rounded to the nearest one-tenth of a cent, as reported on The Nasdaq Stock Market LLC for the five most recent trading days ending on and including the third business day prior to March 20, 2023 (the Company Trading Price), was canceled for no consideration and (b) if the per-share exercise price was less than the Company Trading Price, was converted into a Berkeley Lights stock option of approximately equivalent value and generally on the same terms and conditions. F3: Vested 25% on December 6, 2022 and thereafter in 36 equal monthly installments. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $3.43 · Expires 2032-03-31 | Direct | 0 |
Reported balance
After 2023-03-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-21 · Disposition to issuer · Disposed 101,800 · Balance 0 F2: On March 21, 2023, pursuant to the Merger Agreement, each IsoPlexis stock option (whether vested or unvested) reported in this Form 4 (a) if the per-share exercise price was equal to or greater than the average closing trading price for a share of IsoPlexis Common Stock rounded to the nearest one-tenth of a cent, as reported on The Nasdaq Stock Market LLC for the five most recent trading days ending on and including the third business day prior to March 20, 2023 (the Company Trading Price), was canceled for no consideration and (b) if the per-share exercise price was less than the Company Trading Price, was converted into a Berkeley Lights stock option of approximately equivalent value and generally on the same terms and conditions. F4: Vests 25% on March 31, 2023 and thereafter in 36 equal monthly installments. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 21, 2023, pursuant to the Agreement and Plan of Merger, dated as of December 21, 2022 (the Merger Agreement), by and among IsoPlexis Corporation, a Delaware corporation (IsoPlexis), Berkeley Lights, Inc., a Delaware corporation (Berkeley Lights), and Iceland Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Berkeley Lights, each share of common stock, par value $0.001, of IsoPlexis (IsoPlexis Common Stock) reported in this Form 4 was converted into the right to receive 0.6120 fully paid and nonassessable shares of common stock, par value $0.00005, of Berkeley Lights (Berkeley Lights Common Stock), together with cash in lieu of fractional shares of Berkeley Lights Common Stock, if any, and any unpaid dividends or other distributions.
F2: On March 21, 2023, pursuant to the Merger Agreement, each IsoPlexis stock option (whether vested or unvested) reported in this Form 4 (a) if the per-share exercise price was equal to or greater than the average closing trading price for a share of IsoPlexis Common Stock rounded to the nearest one-tenth of a cent, as reported on The Nasdaq Stock Market LLC for the five most recent trading days ending on and including the third business day prior to March 20, 2023 (the Company Trading Price), was canceled for no consideration and (b) if the per-share exercise price was less than the Company Trading Price, was converted into a Berkeley Lights stock option of approximately equivalent value and generally on the same terms and conditions.
F3: Vested 25% on December 6, 2022 and thereafter in 36 equal monthly installments.
F4: Vests 25% on March 31, 2023 and thereafter in 36 equal monthly installments.
LUMINEX CORP
Report date July 14, 2021 · Filed July 15, 2021
Section 16 reporting ended · disclosed 2021-07-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-07-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-07-14 · Disposition to issuer · Disposed 20,098 · Balance 27,478 F1: Disposed of pursuant to the Agreement and Plan of Merger, by and among DiaSorin S.p.A., Diagonal Subsidiary Inc. and Luminex Corporation (the "Issuer"), dated April 11, 2021 (the "Merger Agreement"), whereby each outstanding share of the Issuer's common stock was cancelled at the effective time (the "Effective Time") of the merger (the "Merger") and converted into the right to receive a cash payment of $37.00 per share. F2: This amount includes 290 shares obtained under the Luminex Corporation Employee Stock Purchase Plan on May 31, 2021, and 14 shares acquired from the Reporting Person's brokerage Dividend Reinvestment Plan as follows: 7 shares on April 15, 2021 and 7 shares on July 8, 2021. Row 2 · 2021-07-14 · Disposition to issuer · Disposed 27,478 · Balance 0 F3: Disposed of pursuant to the Merger Agreement, whereby unvested shares of restricted stock which were outstanding as of immediately prior to the Effective Time fully vested and became unrestricted common stock, and each such share of common stock that was outstanding immediately prior to the Effective Time was canceled at the Effective Time, in exchange for cash payments in the amount of $37.00 per share (without interest and subject to deduction for any required withholding taxes). |
| Stock Option (Right To Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.93 · Expires 2022-03-11 | Direct | 0 |
Reported balance
After 2021-07-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-07-14 · Disposition to issuer · Disposed 11,176 · Balance 0 F4: Disposed of pursuant to the Merger Agreement, whereby each stock option outstanding as of immediately prior to the Effective Time fully vested and was cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) the excess, if any, of $37.00 over the exercise price per share of each stock option (without interest and subject to deduction for any required withholding taxes) and (y) the number of shares underlying such stock option. If the amount that could have been obtained upon the exercise of the stock option pursuant to the foregoing is equal to or less than zero, then the option was terminated without payment. |
| Stock Option (Right To Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.13 · Expires 2023-03-22 | Direct | 0 |
Reported balance
After 2021-07-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-07-14 · Disposition to issuer · Disposed 17,430 · Balance 0 F4: Disposed of pursuant to the Merger Agreement, whereby each stock option outstanding as of immediately prior to the Effective Time fully vested and was cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) the excess, if any, of $37.00 over the exercise price per share of each stock option (without interest and subject to deduction for any required withholding taxes) and (y) the number of shares underlying such stock option. If the amount that could have been obtained upon the exercise of the stock option pursuant to the foregoing is equal to or less than zero, then the option was terminated without payment. |
| Stock Option (Right To Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.13 · Expires 2023-03-22 | Direct | 0 |
Reported balance
After 2021-07-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-07-14 · Disposition to issuer · Disposed 29,050 · Balance 0 F4: Disposed of pursuant to the Merger Agreement, whereby each stock option outstanding as of immediately prior to the Effective Time fully vested and was cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) the excess, if any, of $37.00 over the exercise price per share of each stock option (without interest and subject to deduction for any required withholding taxes) and (y) the number of shares underlying such stock option. If the amount that could have been obtained upon the exercise of the stock option pursuant to the foregoing is equal to or less than zero, then the option was terminated without payment. |
| Stock Option (Right To Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.04 · Expires 2024-03-10 | Direct | 0 |
Reported balance
After 2021-07-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-07-14 · Disposition to issuer · Disposed 58,607 · Balance 0 F4: Disposed of pursuant to the Merger Agreement, whereby each stock option outstanding as of immediately prior to the Effective Time fully vested and was cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) the excess, if any, of $37.00 over the exercise price per share of each stock option (without interest and subject to deduction for any required withholding taxes) and (y) the number of shares underlying such stock option. If the amount that could have been obtained upon the exercise of the stock option pursuant to the foregoing is equal to or less than zero, then the option was terminated without payment. |
| Stock Option (Right To Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.98 · Expires 2025-03-12 | Direct | 0 |
Reported balance
After 2021-07-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-07-14 · Disposition to issuer · Disposed 25,697 · Balance 0 F4: Disposed of pursuant to the Merger Agreement, whereby each stock option outstanding as of immediately prior to the Effective Time fully vested and was cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) the excess, if any, of $37.00 over the exercise price per share of each stock option (without interest and subject to deduction for any required withholding taxes) and (y) the number of shares underlying such stock option. If the amount that could have been obtained upon the exercise of the stock option pursuant to the foregoing is equal to or less than zero, then the option was terminated without payment. |
| Stock Option (Right To Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.43 · Expires 2026-03-12 | Direct | 0 |
Reported balance
After 2021-07-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-07-14 · Disposition to issuer · Disposed 19,967 · Balance 0 F4: Disposed of pursuant to the Merger Agreement, whereby each stock option outstanding as of immediately prior to the Effective Time fully vested and was cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) the excess, if any, of $37.00 over the exercise price per share of each stock option (without interest and subject to deduction for any required withholding taxes) and (y) the number of shares underlying such stock option. If the amount that could have been obtained upon the exercise of the stock option pursuant to the foregoing is equal to or less than zero, then the option was terminated without payment. |
| Stock Option (Right To Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.09 · Expires 2027-03-12 | Direct | 0 |
Reported balance
After 2021-07-14 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-07-14 · Disposition to issuer · Disposed 66,490 · Balance 0 F4: Disposed of pursuant to the Merger Agreement, whereby each stock option outstanding as of immediately prior to the Effective Time fully vested and was cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) the excess, if any, of $37.00 over the exercise price per share of each stock option (without interest and subject to deduction for any required withholding taxes) and (y) the number of shares underlying such stock option. If the amount that could have been obtained upon the exercise of the stock option pursuant to the foregoing is equal to or less than zero, then the option was terminated without payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, by and among DiaSorin S.p.A., Diagonal Subsidiary Inc. and Luminex Corporation (the "Issuer"), dated April 11, 2021 (the "Merger Agreement"), whereby each outstanding share of the Issuer's common stock was cancelled at the effective time (the "Effective Time") of the merger (the "Merger") and converted into the right to receive a cash payment of $37.00 per share.
F2: This amount includes 290 shares obtained under the Luminex Corporation Employee Stock Purchase Plan on May 31, 2021, and 14 shares acquired from the Reporting Person's brokerage Dividend Reinvestment Plan as follows: 7 shares on April 15, 2021 and 7 shares on July 8, 2021.
F3: Disposed of pursuant to the Merger Agreement, whereby unvested shares of restricted stock which were outstanding as of immediately prior to the Effective Time fully vested and became unrestricted common stock, and each such share of common stock that was outstanding immediately prior to the Effective Time was canceled at the Effective Time, in exchange for cash payments in the amount of $37.00 per share (without interest and subject to deduction for any required withholding taxes).
F4: Disposed of pursuant to the Merger Agreement, whereby each stock option outstanding as of immediately prior to the Effective Time fully vested and was cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) the excess, if any, of $37.00 over the exercise price per share of each stock option (without interest and subject to deduction for any required withholding taxes) and (y) the number of shares underlying such stock option. If the amount that could have been obtained upon the exercise of the stock option pursuant to the foregoing is equal to or less than zero, then the option was terminated without payment.
Tabula Rasa HealthCare, Inc.
Report date November 03, 2023 · Filed November 14, 2023
Section 16 reporting ended · disclosed 2023-11-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-11-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-03 · Disposition to issuer · Disposed 25,463 · Balance 38,194 F1: Upon the consummation of the merger (the "Merger") contemplated by that certain Agreement and Plan of Merger, by and among Tabula Rasa HealthCare, Inc. (the "Company"), Locke Buyer, LLC and Locke Merger Sub, Inc., dated August 5, 2023 (the "Merger Agreement"), 25,463 outstanding restricted stock units ("RSUs") were cancelled and converted into the right to receive a cash payment of $267,361.50, representing the product obtained by multiplying (x) the aggregate number of shares of common stock of the Company ("Common Stock") underlying the RSUs, by (y) the offer price ($10.50). Row 2 · 2023-11-03 · Disposition to issuer · Disposed 38,194 · Balance 0 F2: Represents 38,194 shares of Common Stock underlying performance stock units ("PSUs") that were vested as of immediately prior to the effective time of the Merger but not yet settled or that automatically vested as a result of the Merger in accordance with their terms and without the exercise of discretion. The PSUs were not previously reported as the number of shares underlying the PSUs was not determinable. Pursuant to the terms of the Merger Agreement, the PSUs were cancelled in the Merger and converted into the right to receive a cash payment of $401,037, representing the product obtained by multiplying (x) the aggregate number of shares of Common Stock issuable in settlement of the PSUs, by (y) the offer price ($10.50). |
Filing footnotes · ownership attribution and instrument terms
F1: Upon the consummation of the merger (the "Merger") contemplated by that certain Agreement and Plan of Merger, by and among Tabula Rasa HealthCare, Inc. (the "Company"), Locke Buyer, LLC and Locke Merger Sub, Inc., dated August 5, 2023 (the "Merger Agreement"), 25,463 outstanding restricted stock units ("RSUs") were cancelled and converted into the right to receive a cash payment of $267,361.50, representing the product obtained by multiplying (x) the aggregate number of shares of common stock of the Company ("Common Stock") underlying the RSUs, by (y) the offer price ($10.50).
F2: Represents 38,194 shares of Common Stock underlying performance stock units ("PSUs") that were vested as of immediately prior to the effective time of the Merger but not yet settled or that automatically vested as a result of the Merger in accordance with their terms and without the exercise of discretion. The PSUs were not previously reported as the number of shares underlying the PSUs was not determinable. Pursuant to the terms of the Merger Agreement, the PSUs were cancelled in the Merger and converted into the right to receive a cash payment of $401,037, representing the product obtained by multiplying (x) the aggregate number of shares of Common Stock issuable in settlement of the PSUs, by (y) the offer price ($10.50).
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 |
|---|---|---|---|---|---|---|
| November 03, 2016 Filed Nov 7, 2016 09:24 UTC | LUMINEX CORP LMNX · Entity 137318 | PurchaseCommon Stock | 2,500 | $18.27 | $45,683.00 |
DisclosureSEC source: 0001033905-16-000194 · wf-form4_147852863738132.xml · nonDerivative · entry 1 Rew Richard W. II · CIK 0001433265 · SVP, Gen Counsel & Corp Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,268 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.24 to $18.29 inclusive. Mr. Rew undertakes to provide to Luminex Corporation, any security holder of Luminex Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote 1 to this Form 4. F2 · balance_after: Includes 343 shares acquired under the Luminex Corporation Employee Stock Purchase Plan on May 31, 2016. 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.