Comparable stake leader
Jorey Chernett
SEC ownership of EXAGEN INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001274737.
Disclosed value leader
Jorey Chernett
Comparable rows
6/50
Latest evidence
19 Oct 2026
- Public ticker
- XGN on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Jorey Chernett
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
6 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Jorey Chernett
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
19 Oct 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001274737
- Issuer location
- Vista, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
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.
Comparable stake leader
Jorey Chernett
Disclosed value leader
Jorey Chernett
Comparable rows
6/50
Latest evidence
19 Oct 2026
3/4/5
13D/G
13F
Lead comparable stake: 9.9%
44 rows are not safely comparable across share classes.
13D/G row: Jorey Chernett
Showing 1-8 of 50 holder rows.
Quick read
Jorey Chernett leads the comparable SEC ownership view at 9.9%.
6 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Jorey Chernett's linked filing trail.
Comparable ownership
Top 5
Jorey Chernett
9.9%
NMSIC Co-Investment Fund, L.P.
6%
Parian Ultreia LP
5.3%
Cowen Financial Products LLC
5%
RTW INVESTMENTS, LP
4.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jorey Chernett |
3/4/5
13D/G
10%+ Owner · Chernett Jorey
|
9.9%
Reported 13D/G
· 31 Mar 2026
|
$19,534,308
2,618,540 shares
|
+$104,440 | 19 Oct 2026 |
| NMSIC Co-Investment Fund, L.P. |
13D/G
3/4/5
10%+ Owner
|
6%
Reported 13D/G
· 31 Dec 2025
|
$8,323,265
1,368,958 shares
|
-$2,371,200 | 31 Dec 2025 |
| Parian Ultreia LP |
13D/G
|
5.3%
Reported 13D/G
· 22 May 2026
|
$3,462,560
1,292,000 shares
|
$0 | 22 May 2026 |
| Cowen Financial Products LLC |
13D/G
|
5%
Reported 13D/G
· 31 Mar 2025
|
$5,214,491
891,366 shares
|
$0 | 31 Mar 2025 |
| RTW INVESTMENTS, LP |
13D/G
13F
Company
|
4.9%
Reported 13D/G
· 31 Dec 2025
|
$6,984,509
1,148,768 shares
|
-$3,332,436 | 31 Dec 2025 |
| Laurence W. Lytton |
13D/G
LYTTON LAURENCE W
|
1%
Reported 13D/G
· 30 Jun 2025
|
$1,481,017
216,840 shares
|
$0 | 30 Jun 2025 |
| James L. L. Tullis |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$2,692,960
1,543,155 shares
|
— | 15 Jun 2023 |
| John Aballi |
3/4/5
President and CEO, Director
|
—
mixed-class rows
|
$6,665,651
1,020,941 shares
mixed-class rows
|
-$367,880 | 16 Oct 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: -$417,940.
Buys
$104,440
Insiders: 1
Sells
$522,380
Insiders: 2
Net
-$417,940
Shares: -69,620
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 14,000
Shares: 83,620
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 14,000 | 54,908 | $104,440 | $418,572 | -$314,132 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 28,712 | $0 | $103,807 | -$103,807 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to EXAGEN INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Largest Forms 3/4/5 holder
Jorey Chernett
Net 12M change
-$417.94K
Full value: -$417,940 · USD · 12-month changeLatest report
19 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jorey Chernett | 10%+ Owner | $19,534,308 | +$104,440 | +0.54% | Filing P/S | 19 Oct 2026 |
| John Aballi | President and CEO, Director | $6,665,651 | -$367,880 | -5.2% | Mixed | 16 Oct 2026 |
| NMSIC Co-Investment Fund, L.P. | 10%+ Owner | $5,804,561 | Filing P/S | 25 Mar 2025 | ||
| James L. L. Tullis | 10%+ Owner | $2,692,960 | Mixed | 15 Jun 2023 | ||
| Jeffrey G. Black | Chief Financial Officer | $1,546,631 | -$154,500 | -9.1% | Mixed | 01 Sep 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 Jeske Zack | Chief Medical Officer | $147,040 | Mixed | 01 Mar 2022 | ||
| Scott D. Kahn | Director | $53,700 | Mixed | 09 Jun 2026 | ||
| Tina Susan Nova | Director | $48,330 | Mixed | 09 Jun 2026 | ||
| Paul Kim | Director | $32,220 | Mixed | 09 Jun 2026 | ||
| Frank Stokes | Director | $32,220 | Mixed | 09 Jun 2026 | ||
| Ana Hooker | Director | $32,220 | Mixed | 10 Jun 2025 | ||
| Brian Birk | Director | $32,220 | Mixed | 09 Jun 2023 | ||
| Ebetuel Pallares | Director | $32,220 | Mixed | 09 Jun 2023 | ||
| Wendy S. Johnson | Director | $32,220 | Mixed | 09 Jun 2023 | ||
| Bruce C. Robertson | Director | $32,220 | Mixed | 09 Jun 2026 | ||
| Chas McKhann | Director | Mixed | 09 Jun 2026 |
Recent insider transactions for EXAGEN INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jorey Chernett | XGN | Common Stock | Purchase | 0.54% | $104,440 | $7.46 | 14,000 | 2,618,540 | 19 Oct 2026 | Direct |
| John Aballi | XGN | Common Stock | Sale | -4.08% | -$269,791 | $7.87 | -34,294 | 805,540 | 16 Oct 2026 | Direct |
| Jeffrey G. Black | XGN | Common Stock | Award | 0.49% | 1,571 | 324,910 | 01 Sep 2026 | Direct | ||
| Jeffrey G. Black | XGN | Common Stock | Sale | -5.99% | -$148,782 | $7.22 | -20,614 | 323,339 | 01 Sep 2026 | Direct |
| Tina Susan Nova | XGN | Stock Option(right to buy) | Award | 69.3% | 56,200 | 137,313 | 09 Jun 2026 | Direct | ||
| Bruce C. Robertson | XGN | Stock Option(right to buy) | Award | 37,500 | 37,500 | 09 Jun 2026 | Direct | |||
| Paul Kim | XGN | Stock Option(right to buy) | Award | 416.7% | 37,500 | 46,500 | 09 Jun 2026 | Direct | ||
| Scott D. Kahn | XGN | Stock Option(right to buy) | Award | 416.7% | 37,500 | 46,500 | 09 Jun 2026 | Direct | ||
| Chas McKhann | XGN | Stock Option(right to buy) | Award | 500% | 37,500 | 45,000 | 09 Jun 2026 | Direct | ||
| Frank Stokes | XGN | Stock Option(right to buy) | Award | 50% | 37,500 | 112,500 | 09 Jun 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.