Personalis Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BST:04X Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Dec 24	Sell€5,502	Stephen Moore	Individual	1,513	€3.64
16 Dec 24	Sell€24,966	Aaron Tachibana	Individual	6,865	€3.64
16 Dec 24	Sell€17,580	Richard Chen	Individual	4,834	€3.64
18 Nov 24	Sell€6,071	Stephen Moore	Individual	1,693	€3.59
18 Nov 24	Sell€3,302	Richard Chen	Individual	921	€3.59
18 Nov 24	Sell€4,687	Aaron Tachibana	Individual	1,307	€3.59
01 Nov 24	Sell€131,138	Christopher Hall	Individual	26,443	€4.96
16 Aug 24	Buy€16,144,401	Tempus AI, Inc	Company	3,500,000	€4.61
30 Jul 24	Sell€2,040	Aaron Tachibana	Individual	742	€2.75
30 Jul 24	Sell€1,441	Richard Chen	Individual	524	€2.75
17 Jun 24	Sell€1,907	Stephen Moore	Individual	1,585	€1.20
17 Jun 24	Sell€8,633	Aaron Tachibana	Individual	7,176	€1.20
17 Jun 24	Sell€6,081	Richard Chen	Individual	5,055	€1.20
17 May 24	Sell€2,197	Stephen Moore	Individual	1,731	€1.27
17 May 24	Sell€1,193	Richard Chen	Individual	940	€1.27
17 May 24	Sell€1,692	Aaron Tachibana	Individual	1,333	€1.27
30 Apr 24	Sell€5,795	Stephen Moore	Individual	4,523	€1.28
01 Mar 24	Buy€15,426	Woodrow Myers	Individual	10,000	€1.54
29 Jan 24	Sell€908	Aaron Tachibana	Individual	716	€1.27
29 Jan 24	Sell€667	Richard Chen	Individual	526	€1.27

Insider Trading Volume

Insider Buying: 04X insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 04X?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,155,749	1.64%
VC/PE Firms	12,159,798	17.2%
Public Companies	12,718,800	18%
General Public	18,788,798	26.6%
Institutions	25,824,939	36.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 44.1%.

Top Shareholders

Top 25 shareholders own 68.15% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18%	Tempus AI, Inc	12,718,800	€70.1m	0%	no data
11.6%	Lightspeed Ventures, LLC	8,160,734	€45.0m	0%	1.88%
10%	ARK Investment Management LLC	7,085,523	€39.0m	11.4%	0.27%
5.66%	Aigh Capital Management, LLC	3,999,064	€22.0m	0%	9.69%
4.13%	BlackRock, Inc.	2,915,683	€16.1m	-11.4%	no data
3.45%	Millennium Management LLC	2,435,352	€13.4m	1,910%	0.01%
2.79%	The Vanguard Group, Inc.	1,970,597	€10.9m	3.49%	no data
2.24%	Nikko Asset Management Co., Ltd.	1,585,216	€8.7m	79%	no data
1.42%	Blue Water Life Science Advisors, LP	1,000,000	€5.5m	0%	4.47%
1.32%	Renaissance Technologies LLC	931,111	€5.1m	-9.54%	0.01%
1.03%	Wellington Shields Capital Management, LLC	724,670	€4.0m	-0.65%	0.42%
0.72%	Acadian Asset Management LLC	508,140	€2.8m	-52%	0.01%
0.71%	Geode Capital Management, LLC	498,470	€2.7m	20%	no data
0.7%	Michigan Department of Treasury, Bureau of Investments	493,798	€2.7m	0%	0.01%
0.65%	Marshall Wace LLP	456,976	€2.5m	316%	no data
0.57%	Jacobs Levy Equity Management Inc	405,670	€2.2m	-44.8%	0.01%
0.56%	Orin Hirschman	395,000	€2.2m	0%	no data
0.42%	Bruce & Co Inc	300,000	€1.7m	0%	0.5%
0.4%	Abaris Investment Management AG	281,000	€1.5m	0%	1.91%
0.37%	Howland Capital Management LLC	262,608	€1.4m	0%	0.06%
0.36%	Perkins Capital Management, Inc.	257,307	€1.4m	0%	1.22%
0.34%	Bank of America Corporation, Asset Management Arm	242,383	€1.3m	1,530%	no data
0.25%	Christopher Hall	178,098	€981.5k	398%	no data
0.25%	State Street Global Advisors, Inc.	175,142	€965.2k	34.5%	no data
0.24%	Dimensional Fund Advisors LP	167,942	€925.5k	123%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 07:31
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Personalis, Inc. is covered by 13 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Derik de Bruin	BofA Global Research
Mark Massaro	BTIG
Patrick Donnelly	Citigroup Inc