Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXAGEN INC.XGN · Entity 935 | CFO and Corporate Secretary | March 04, 2024 | March 06, 2024 |
| FATE THERAPEUTICS INCFATE · Entity 5968 | Chief Financial Officer | January 15, 2026 | 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.
EXAGEN INC.
Report date March 04, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 243,749 |
Ending reported balance
After 2024-03-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-04 · Sale · Disposed 9,297 · Balance 247,236 F1: 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 March 1, 2023. Row 2 · 2024-03-04 · Sale · Disposed 3,487 · Balance 243,749 F2: 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 February 23, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 March 1, 2023.
F2: 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 February 23, 2021.
FATE THERAPEUTICS INC
Report date January 15, 2026 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,000 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 25,000 · Balance 100,000 F1: Award of restricted stock units ("RSUs") that vest with respect to 1/4th of the RSUs on each of January 8, 2027, January 8, 2028, January 8, 2029 and January 8, 2030, subject to the Reporting Person's continued service with the Issuer as of each such vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.05 · Expires 2036-01-14 | Direct | 75,000 |
Reported balance
After 2026-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-15 · Grant · Acquired 75,000 · Balance 75,000 F2: The shares subject to this option shall vest in 36 equal monthly installments following January 1, 2026, such that all of the shares shall be fully vested and exercisable on January 1, 2029, subject to the Reporting Person's continued service with the Issuer as of each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units ("RSUs") that vest with respect to 1/4th of the RSUs on each of January 8, 2027, January 8, 2028, January 8, 2029 and January 8, 2030, subject to the Reporting Person's continued service with the Issuer as of each such vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement.
F2: The shares subject to this option shall vest in 36 equal monthly installments following January 1, 2026, such that all of the shares shall be fully vested and exercisable on January 1, 2029, subject to the Reporting Person's continued service with the Issuer as of each such vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 15, 2026 Filed Jan 16, 2026 21:02 UTC | FATE THERAPEUTICS INC FATE · Entity 5968 | GrantStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $1.05 | $0.00 |
DisclosureSEC source: 0001193125-26-015323 · ownership.xml · derivative · entry 2 Adawi Kamal · CIK 0001788393 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2036-01-14 F2 · derivative.exercise_date: The shares subject to this option shall vest in 36 equal monthly installments following January 1, 2026, such that all of the shares shall be fully vested and exercisable on January 1, 2029, subject to the Reporting Person's continued service with the Issuer as of each such vesting date. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 21:02 UTC | FATE THERAPEUTICS INC FATE · Entity 5968 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-015323 · ownership.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 F1 · kind: Award of restricted stock units ("RSUs") that vest with respect to 1/4th of the RSUs on each of January 8, 2027, January 8, 2028, January 8, 2029 and January 8, 2030, subject to the Reporting Person's continued service with the Issuer as of each such vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. Read SEC document |
| October 20, 2025 Filed Oct 21, 2025 20:08 UTC | FATE THERAPEUTICS INC FATE · Entity 5968 | GrantStock Option (Right to Buy) · Derivative | 375,000 | $0.00 Strike: $1.54 | $0.00 |
DisclosureSEC source: 0001193125-25-245106 · ownership.xml · derivative · entry 2 Adawi Kamal · CIK 0001788393 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,000 Underlying: Common Stock · 375,000 shares Expires 2035-10-20 F2 · derivative.exercise_date: The option shall vest as to 25% of the underlying shares on October 20, 2026 and thereafter on a monthly basis for 36 additional months, subject to the Reporting Person's continuous service to the Issuer as of each such vesting date. Read SEC document |
| October 20, 2025 Filed Oct 21, 2025 20:08 UTC | FATE THERAPEUTICS INC FATE · Entity 5968 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-245106 · ownership.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 F1 · kind: Award of restricted stock units that vest with respect to 1/4th of the underlying shares on each of November 1, 2026, November 1, 2027, November 1, 2028, and November 1, 2029, subject to the Reporting Person's continued service with the Issuer as of each such vesting date. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:05 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 3,487 | $1.91 | $6,659.82 |
DisclosureSEC source: 0001274737-24-000017 · wk-form4_1709759110.xml · nonDerivative · entry 2 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,749 F2 · 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 February 23, 2021. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:05 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 9,297 | $1.91 | $17,747.04 |
DisclosureSEC source: 0001274737-24-000017 · wk-form4_1709759110.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,236 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 March 1, 2023. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:11 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-24-000013 · wk-form4_1708636280.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,533 F1 · shares: Represents 75,000 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 |
| February 06, 2024 Filed Feb 8, 2024 21:05 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 6,738 | $1.95 | $13,133.04 |
DisclosureSEC source: 0001274737-24-000009 · wk-form4_1707426312.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,533 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 February 4, 2022. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 21:38 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 3,667 | $2.30 | $8,431.53 |
DisclosureSEC source: 0001274737-23-000014 · wf-form4_167787945297244.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,271 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 February 23, 2021. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 21:06 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-23-000012 · wf-form4_167770478495929.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,938 F1 · shares: Represents 100,000 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, 2023, 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 |
| February 08, 2023 Filed Feb 10, 2023 21:05 UTC | EXAGEN INC. XGN · Entity 935 | SaleCommon Stock | 5,821 | $2.69 | $15,670.71 |
DisclosureSEC source: 0001274737-23-000007 · wf-form4_167606311295012.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,938 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 February 4, 2022. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:39 UTC | EXAGEN INC. XGN · Entity 935 | Tax withholdingCommon Stock | 3,241 | $7.12 | $23,075.92 |
DisclosureSEC source: 0001274737-22-000017 · wf-form4_164625710800777.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,759 F1 · shares: The shares were withheld from the Reporting Person to satisfy the tax withholding obligations that arose upon the vesting of certain restricted stock units granted on February 23, 2021. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 21:20 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 63,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-22-000009 · wf-form4_164435521542460.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · CFO and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,000 F1 · shares: Represents 63,500 restricted stock units. 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 4, 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. F2 · balance_after: Represents 63,500 shares of restricted stock units granted on February 4, 2022 and 37,500 shares of restricted stock units granted on February 23, 2021. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:05 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 12,500 | $0.00 Strike: $18.20 | $0.00 |
DisclosureSEC source: 0001274737-21-000010 · wf-form4_161429071161279.xml · derivative · entry 2 Adawi Kamal · CIK 0001788393 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2031-02-22 F3 · derivative.exercise_date: The option is exercisable as it vests. 25% of the shares subject to the option vest on February 23, 2022, and 1/48th of the total number of shares subject to the option vest monthly 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 23, 2021 Filed Feb 25, 2021 22:05 UTC | EXAGEN INC. XGN · Entity 935 | GrantCommon Stock | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001274737-21-000010 · wf-form4_161429071161279.xml · nonDerivative · entry 1 Adawi Kamal · CIK 0001788393 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 F1 · security: Represents 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, 2020, 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 · balance_after: Represents 37,500 shares of restricted stock units. Read SEC document |
| January 09, 2020 Filed Jan 9, 2020 22:08 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 52,500 | $0.00 Strike: $24.19 | $0.00 |
DisclosureSEC source: 0001274737-20-000012 · wf-form4_157860767626977.xml · derivative · entry 1 Adawi Kamal · CIK 0001788393 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,500 Underlying: Stock Option(right to buy) · 52,500 shares Expires 2030-01-08 F1 · derivative.exercise_date: The option is exercisable as it vests. 25% of the shares subject to the option vest on January 1, 2021, and 1/48th of the total number of shares subject to the option vest monthly thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 22:58 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option (right to buy) · Derivative | 21,635 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0000899243-19-024016 · doc4.xml · derivative · entry 1 Adawi Kamal · CIK 0001788393 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,635 Underlying: Common Stock · 21,635 shares Expires 2029-09-17 F1 · derivative.exercise_date: The option is exercisable as it vests. 25% of the shares subject to the option vest on September 18, 2020, and 1/48th of the total number of shares subject to the option vest monthly thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.