Holder evidence
50
SEC ownership of EXAGEN INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001274737.
Lead holder
Jorey Chernett
13D/G signal
Jorey Chernett
Latest evidence
22 May 2026
- CIK
- 0001274737
- Symbol
- XGN on Nasdaq
- Location
- Vista, CA
- SEC evidence mix
- 13D/G, 3/4/5, and 13F
- Lead holder
- Jorey Chernett
- Latest large-stake holder
- Jorey Chernett
- Latest evidence date
- 22 May 2026
Issuer identity
Ownership snapshot
Ownership snapshot
Top shareholders of EXAGEN INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Jorey Chernett
13D/G signal
Jorey Chernett
Evidence rows
50
Latest as of
22 May 2026
13D/G
3/4/5
13F
Lead comparable stake: 9.9%
13D/G row: Jorey Chernett
Showing 1-8 of 50 holder rows.
Rank 1 holder
Jorey Chernett
13D/G
- Ownership
- 9.9%
- Position
- $6.47M
Rank 2 holder
NMSIC Co-Investment Fund, L.P.
13D/G
3/4/5
- Ownership
- 6%
- Position
- $8.32M
Rank 3 holder
Parian Ultreia LP
13D/G
- Ownership
- 5.3%
- Position
- $3.46M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jorey Chernett |
13D/G
Chernett Jorey
|
9.9%
|
$6,469,255
2,413,901 shares
|
+$3,169,001 | 31 Mar 2026 |
| NMSIC Co-Investment Fund, L.P. |
13D/G
3/4/5
10%+ Owner
|
6%
|
$8,323,265
1,368,958 shares
|
-$2,371,200 | 31 Dec 2025 |
| Parian Ultreia LP |
13D/G
|
5.3%
|
$3,462,560
1,292,000 shares
|
$0 | 22 May 2026 |
| Cowen Financial Products LLC |
13D/G
|
5%
|
$5,214,491
891,366 shares
|
$0 | 31 Mar 2025 |
| RTW INVESTMENTS, LP |
13D/G
13F
Company
|
4.9%
|
$6,984,509
1,148,768 shares
|
-$3,332,436 | 31 Dec 2025 |
| Laurence W. Lytton |
13D/G
LYTTON LAURENCE W
|
1%
|
$1,481,017
216,840 shares
|
$0 | 30 Jun 2025 |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
Company
|
3.3%
|
$2,389,896
796,632 shares
|
— | 31 Mar 2026 |
| WEXFORD CAPITAL LP |
13F
Company
|
3.3%
|
$2,378,565
792,855 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$679,768.
Buys
$0
Insiders: 0
Sells
$679,768
Insiders: 2
Net
-$679,768
Shares: -80,965
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 80,965
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 15,698 | $0 | $56,827 | -$56,827 |
| 3-6 | 0 | 13,014 | $0 | $46,981 | -$46,981 |
| 6-9 | 0 | 52,253 | $0 | $575,961 | -$575,961 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-18 of 18 reporting-owner rows connected to EXAGEN INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
18
Lead holder
NMSIC Co-Investment Fund, L.P.
Net 12M change
-$679,767
Latest report
16 Mar 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| NMSIC Co-Investment Fund, L.P. | 10%+ Owner | $5,804,561 | Filing P/S | 25 Mar 2025 | ||
| John Aballi | President and CEO, Director | $2,851,961 | -$473,687 | -14% | Mixed | 12 Mar 2026 |
| James L. L. Tullis | 10%+ Owner | $2,692,960 | Mixed | 15 Jun 2023 | ||
| Jeffrey G. Black | Chief Financial Officer | $1,150,207 | -$206,080 | -15% | Mixed | 12 Mar 2026 |
| Kamal Adawi | CFO and Corporate Secretary | $465,536 | Filing P/S | 04 Mar 2024 | ||
| Mark Hazeltine | Chief Business Officer | $331,927 | Mixed | 02 Mar 2023 | ||
| Fortunato R. Rocca | President and CEO, Director | $210,595 | Mixed | 01 Mar 2022 | ||
| Debra Zack | Chief Medical Officer | $147,040 | Mixed | 01 Mar 2022 | ||
| Scott D. Kahn | Director | $53,700 | Mixed | 10 Jun 2025 | ||
| Tina S. Nova | Director | $48,330 | Mixed | 10 Jun 2025 | ||
| Ebetuel Pallares | Director | $32,220 | Mixed | 09 Jun 2023 | ||
| Frank Stokes | Director | $32,220 | Mixed | 10 Jun 2025 | ||
| Brian Birk | Director | $32,220 | Mixed | 09 Jun 2023 | ||
| Wendy S. Johnson | Director | $32,220 | Mixed | 09 Jun 2023 | ||
| Ana Hooker | Director | $32,220 | Mixed | 10 Jun 2025 | ||
| Paul Kim | Director | $32,220 | Mixed | 10 Jun 2025 | ||
| Bruce C. Robertson | Director | $32,220 | Mixed | 17 Jun 2021 | ||
| Chas McKhann Power | Director | Mixed | 16 Mar 2026 |
Recent insider transactions for EXAGEN INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey G. Black | XGN | Common Stock | Award | 28% | 75,000 | 342,442 | 12 Mar 2026 | Direct | ||
| Jeffrey G. Black | XGN | Stock Option(right to buy) | Award | 500% | 50,000 | 60,000 | 12 Mar 2026 | Direct | ||
| John Aballi | XGN | Common Stock | Award | 21.7% | 150,000 | 839,834 | 12 Mar 2026 | Direct | ||
| John Aballi | XGN | Stock Option(right to buy) | Award | 133.3% | 100,000 | 175,000 | 12 Mar 2026 | Direct | ||
| John Aballi | XGN | Common Stock | Award | 0.37% | 2,535 | 689,834 | 03 Mar 2026 | Direct | ||
| John Aballi | XGN | Common Stock | Sale | -2.23% | $56,827 | $3.62 | -15,698 | 687,299 | 03 Mar 2026 | Direct |
| Jeffrey G. Black | XGN | Common Stock | Award | 0.44% | 1,511 | 343,953 | 27 Feb 2026 | Direct | ||
| John Aballi | XGN | Common Stock | Sale | -1.6% | $41,262 | $3.61 | -11,430 | 702,997 | 24 Feb 2026 | Direct |
| Jeffrey G. Black | XGN | Common Stock | Sale | -0.59% | $5,718 | $3.61 | -1,584 | 267,442 | 24 Feb 2026 | Direct |
| John Aballi | XGN | Common Stock | Sale | -4.26% | $375,598 | $11.82 | -31,787 | 714,427 | 16 Oct 2025 | Direct |
| Jeffrey G. Black | XGN | Common Stock | Sale | -7.07% | $200,362 | $9.79 | -20,466 | 269,026 | 02 Sep 2025 | Direct |
| Paul Kim | XGN | Stock Option(right to buy) | Award | 9,000 | 9,000 | 10 Jun 2025 | Direct | |||
| Frank Stokes | XGN | Stock Option(right to buy) | Award | 9,000 | 9,000 | 10 Jun 2025 | Direct | |||
| Scott D. Kahn | XGN | Stock Option(right to buy) | Award | 9,000 | 9,000 | 10 Jun 2025 | Direct | |||
| Ana Hooker | XGN | Stock Option(right to buy) | Award | 9,000 | 9,000 | 10 Jun 2025 | Direct | |||
| Tina Susan Nova | XGN | Stock Option(right to buy) | Award | 13,500 | 13,500 | 10 Jun 2025 | Direct |
* indicates a reported price that failed the local validity check.