| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Keyboard |
| Personalis Inc | |
|---|---|
| Ticker | PSNL |
| CIK # | 0001527753 |
| CUSIP | 71535D106 |
| Sector | Life Sciences - Services-Medical Laboratories |
| Address | 1330 O'Brien Drive, Menlo Park, CA 94025 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Personalis Inc | 2017-07-18 | 12.2 M | Exemption: 506(b) · Remaining: $2,775,000 · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001527753] | 10-K | |
| [0001527753] | 10-Q | |
| [0001527753] | 3 | |
| [0001527753] | 4 | |
| [0001527753] | 5 | |
| [0001527753] | 8-K | |
| [0001527753] | D | |
| [0001527753] | SC 13D | |
| [0001527753] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Tachibana Aaron
Stock Option (right to buy) · derivative
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2026-03-15 | Grant | 206,250 | $0.00 | |
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Hall Christopher M
Common Stock
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2026-03-15 | Grant | 87,500 | $0.00 | |
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Moore Stephen Michael
Common Stock
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2026-03-15 | Grant | 28,125 | $0.00 | |
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Tachibana Aaron
Common Stock
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2026-03-15 | Grant | 34,375 | $0.00 | |
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Chen Richard
Stock Option (right to buy) · derivative
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2026-03-15 | Grant | 281,250 | $0.00 | |
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Chen Richard
Common Stock
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2026-03-15 | Grant | 46,875 | $0.00 | |
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Hall Christopher M
Stock Option (right to buy) · derivative
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2026-03-15 | Grant | 525,000 | $0.00 | |
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Moore Stephen Michael
Stock Option (right to buy) · derivative
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2026-03-15 | Grant | 168,750 | $0.00 | |
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Tachibana Aaron
Stock Option (right to buy) · derivative
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2026-02-23 | Grant | 15,000 | $0.00 | |
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Hall Christopher M
Stock Option (right to buy) · derivative
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2026-02-23 | Grant | 33,333 | $0.00 | |
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Moore Stephen Michael
Stock Option (right to buy) · derivative
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2026-02-23 | Grant | 8,333 | $0.00 | |
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Chen Richard
Stock Option (right to buy) · derivative
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2026-02-23 | Grant | 15,000 | $0.00 | |
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Tachibana Aaron
Stock Option (right to buy) · derivative
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2026-01-22 | Option exercise | 1,201 | $0.00 | |
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Tachibana Aaron
Common Stock
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2026-01-22 | Sell | 1,201 | $11.50 | 13,812 |
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Tachibana Aaron
Common Stock
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2026-01-22 | Option exercise | 1,201 | $9.16 | 11,001 |
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Tempus AI Inc
Common Stock
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2025-12-22 | Buy | 28,000 | $8.93 | 250,040 |
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Tempus AI Inc
Common Stock
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2025-12-19 | Buy | 29,641 | $8.39 | 248,688 |
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Tempus AI Inc
Common Stock
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2025-12-18 | Buy | 31,430 | $7.91 | 248,611 |
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Tempus AI Inc
Common Stock
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2025-12-17 | Buy | 31,650 | $7.86 | 248,769 |
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Tempus AI Inc
Common Stock
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2025-11-25 | Buy | 9,712 | $10.08 | 97,897 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 142 | 78,237,010 |
| 2025-12-31 | 126 | 68,947,140 |
| 2025-09-30 | 111 | 62,000,360 |
| 2025-06-30 | 106 | 59,481,211 |
| 2025-03-31 | 106 | 54,774,097 |
| 2024-12-31 | 108 | 51,295,118 |
| 2024-09-30 | 84 | 28,924,837 |
| 2024-06-30 | 70 | 21,984,374 |
| 2024-03-31 | 72 | 22,512,434 |
| 2023-12-31 | 70 | 22,099,395 |
| 2023-09-30 | 64 | 24,788,257 |
| 2023-06-30 | 67 | 26,083,779 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Howland Capital Management LLC | [2026-06-30] | SOLE | 87,463 | 555,641 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 1,300 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 437 |
| Gamma Investing LLC | [2026-06-30] | DFND | 371 | 371 | Prev | Page 1 | Next |