Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXACT SCIENCES CORPEXAS · Entity 56619 | SVP, Operations | April 24, 2019 | April 29, 2019 |
| EXAGEN INC.XGN · Entity 935 | Director | June 10, 2025 | June 12, 2025 |
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.
EXACT SCIENCES CORP
Report date April 24, 2019 · Filed April 29, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,115 |
Reported balance
Holding disclosure · report date 2019-04-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 75,115 |
| Common StockSEC Table I · non-derivative | IndirectHeld in 401(K) Plan | 1,359 |
Reported balance
Holding disclosure · report date 2019-04-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,359 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F1: Represents the unvested portion of a restricted stock unit award granted on February 26, 2016. These restricted stock units vest on February 26, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F3: Represents the unvested portion of a restricted stock unit award granted on February 29, 2016. These restricted stock units vest on February 28, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F4: Represents the unvested portion of a restricted stock unit award granted on February 23, 2017. These restricted stock units vest in two equal annual installments beginning on February 23, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F5: Represents the unvested portion of a restricted stock unit award granted on February 27, 2018. These restricted stock units vest in three equal annual installments beginning on February 27, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F6: Represents a restricted stock unit award granted on February 26, 2019. These restricted stock units vest in four equal annual installments beginning on February 26, 2020. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.38 · Expires 2025-03-09 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance Not disclosed F7: These options vested and became exercisable in four equal annual installments beginning on March 9, 2016, the first anniversary of the grant date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.03 · Expires 2026-02-28 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance Not disclosed F8: 10,150 of these options have vested and become exercisable. The remaining 5,050 options vest and become exercisable on February 28, 2020. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.68 · Expires 2027-02-23 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance Not disclosed F9: These options vest and become exercisable in four equal annual installments beginning on February 23, 2018, the first anniversary of the grant date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.37 · Expires 2028-02-27 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance Not disclosed F10: These options vest and become exercisable in four equal annual installments beginning on February 27, 2019, the first anniversary of the grant date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $92.62 · Expires 2029-02-26 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-04-24 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance Not disclosed F11: These options vest and become exercisable in four equal annual installments beginning on February 26, 2020, the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the unvested portion of a restricted stock unit award granted on February 26, 2016. These restricted stock units vest on February 26, 2020.
F2: Each restricted stock unit represents a contingent right to receive one share of common stock.
F3: Represents the unvested portion of a restricted stock unit award granted on February 29, 2016. These restricted stock units vest on February 28, 2020.
F4: Represents the unvested portion of a restricted stock unit award granted on February 23, 2017. These restricted stock units vest in two equal annual installments beginning on February 23, 2020.
F5: Represents the unvested portion of a restricted stock unit award granted on February 27, 2018. These restricted stock units vest in three equal annual installments beginning on February 27, 2020.
F6: Represents a restricted stock unit award granted on February 26, 2019. These restricted stock units vest in four equal annual installments beginning on February 26, 2020.
F7: These options vested and became exercisable in four equal annual installments beginning on March 9, 2016, the first anniversary of the grant date.
F8: 10,150 of these options have vested and become exercisable. The remaining 5,050 options vest and become exercisable on February 28, 2020.
F9: These options vest and become exercisable in four equal annual installments beginning on February 23, 2018, the first anniversary of the grant date.
F10: These options vest and become exercisable in four equal annual installments beginning on February 27, 2019, the first anniversary of the grant date.
F11: These options vest and become exercisable in four equal annual installments beginning on February 26, 2020, the first anniversary of the grant date.
EXAGEN INC.
Report date June 10, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option(right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.36 · Expires 2035-06-09 | Direct | 9,000 |
Reported balance
After 2025-06-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-06-10 · Grant · Acquired 9,000 · Balance 9,000 F1: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through 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 |
|---|---|---|---|---|---|---|
| June 10, 2025 Filed Jun 12, 2025 21:48 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 9,000 | $0.00 Strike: $7.36 | $0.00 |
DisclosureSEC source: 0001274737-25-000040 · wk-form4_1749764884.xml · derivative · entry 1 Hooker Ana · CIK 0001774825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2035-06-09 F1 · derivative.exercise_date: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting date. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 20:06 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 9,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0001274737-24-000063 · wk-form4_1718222802.xml · derivative · entry 1 Hooker Ana · CIK 0001774825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2034-06-09 F1 · derivative.exercise_date: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:35 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 9,000 | $0.00 Strike: $3.13 | $0.00 |
DisclosureSEC source: 0001274737-23-000061 · wf-form4_168668854264707.xml · derivative · entry 1 Hooker Ana · CIK 0001774825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2033-06-08 F1 · derivative.exercise_date: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting date. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 12:32 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 9,000 | $0.00 Strike: $5.25 | $0.00 |
DisclosureSEC source: 0001274737-22-000042 · wf-form4_165581475880300.xml · derivative · entry 1 Hooker Ana · CIK 0001774825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2032-06-15 F1 · derivative.exercise_date: The entire number of shares subject to this option becomes fully vested and exercisable on the first to occur of (a) the first anniversary of the grant date or (b) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the board of directors of the Issuer through such vesting date. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 12:27 UTC | EXAGEN INC. XGN · Entity 935 | GrantStock Option(right to buy) · Derivative | 15,000 | $0.00 Strike: $12.28 | $0.00 |
DisclosureSEC source: 0001274737-21-000087 · wf-form4_162764802438621.xml · derivative · entry 1 Hooker Ana · CIK 0001774825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2031-07-28 F1 · derivative.exercise_date: The option is exercisable as it vests. The total number of shares of common stock subject to the option vests in 36 equal monthly installments over the three-year period beginning on August 29, 2021, 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.