secwatch / observer

Personalis, Inc. — fact timeline

Source-grounded facts extracted from Personalis, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

PSNL Personalis, Inc. JSON
Shareholder Votes

Personalis, Inc. shareholders approved Non-binding advisory approval of compensation of named executive officers at the 2026-05-12 meeting.

“Stockholders approved, on a non-binding, advisory basis, the compensation of the Company’s named executive officers. The voting results were as follows: Votes For Votes Against Abstentions Broker Non-Votes 75,549,455 384,918 78,724 15,856,203”
Shareholder Votes

Personalis, Inc. shareholders approved Ratification of selection of BDO USA, P.C. as independent registered public accounting firm for fiscal year ending December 31, 2026 at the 2026-05-12 meeting.

“Stockholders ratified the selection by the Audit Committee of the Board of Directors of the Company of BDO USA, P.C. as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026. The voting results were as follows: Votes For Votes Against Abstentions 91,586,300 34,421 248,579”
Shareholder Votes

Personalis, Inc. shareholders approved Election of two nominees for Class I director to serve until the 2029 annual meeting at the 2026-05-12 meeting.

“Stockholders elected each of the two nominees for Class I director to serve until the Company’s 2029 annual meeting of stockholders and until his or her respective successor has been duly elected and qualified or, if sooner, until the director's death, resignation or removal. The voting results were as follows: Director Name Votes For Votes Withheld Broker Non-Votes Olivia K. Bloom 75,695,538 317,559 15,856,203 Woodrow A. Myers, Jr., M.D. 68,240,509 7,772,588 15,856,203”
Earnings Releases

Personalis, Inc. updated its first quarter ended March 31, 2026 guidance (reaffirmed).

“On May 7, 2026, Personalis, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2026. The full text of the press release is furnished as Exhibit 99.1 to this report on Form 8-K and is incorporated herein by reference.”
Earnings Releases

Personalis, Inc. reported first quarter of 2024 ended March 31, 2024 results: revenue total company revenue of $19.5 million, net income Net loss of $13.0 million. Guidance raised.

“delivered in Q1, reflecting 100% engagement of NeXT Personal Dx early access clients and strong NeXT Dx growth. “We began 2024 with strong execution as we delivered revenue of $19.5 million in the first quarter, exceeding the upper-end of our guidance range, and we continue to develop compelling NeXT Personal clinical evidence as we work towards obtaining Medicare”
Earnings Releases

Personalis, Inc. reported financial results for the full year ended December 31, 2023.

“Personalis, Inc. issued a press release announcing its financial results for the quarter and fiscal year ended December 31, 2023”
Earnings Releases

Personalis, Inc. reported financial results for the fourth quarter ended December 31, 2023.

“Personalis, Inc. issued a press release announcing its financial results for the quarter and fiscal year ended December 31, 2023”
Earnings Releases

Personalis, Inc. reported the full year ended December 31, 2023 results: revenue $73.5 million.

“Preliminary total company revenue is estimated to be $73.5 million in the full year of 2023”
Earnings Releases

Personalis, Inc. reported the fourth quarter ended December 31, 2023 results: revenue $19.7 million.

“Preliminary total company revenue is estimated to be $19.7 million in the fourth quarter of 2023”
Restructurings & Charges

Personalis, Inc. announced a restructuring with charges of approximately $4 million (up to 65 employees).

“is expected to be substantially completed by the end of January 2024. In connection with these actions, the Company estimates that it will incur charges of approximately $4 million for severance payments and employee benefits, primarily in the fourth quarter of 2023. Substantially all of the estimated charges are expected to result in future cash”
Material Agreements

Personalis, Inc. entered into Commercialization and Reference Laboratory Agreement with Tempus Labs, Inc. valued at up to $12,000,000 in the aggregate (effective 2023-11-25).

“On November 25, 2023 (the “Effective Date”), Personalis, Inc. (the “Company”) and Tempus Labs, Inc. (“Tempus”) entered into a Commercialization and Reference Laboratory Agreement (the “Tempus Agreement”)”
Earnings Releases

Personalis, Inc. reported the third quarter ended September 30, 2023 results: revenue $18.2 million, net income $29.1 million, EPS $0.60. Guidance raised.

“reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Personalis Reports Third Quarter 2023 Financial Results Increased third quarter revenue 23% to $18.2 million and increased full year guidance Presented data supporting Next Personal’s market leading sensitivity for cancer recurrence detection FREMONT, Calif. – November 7, 2023 –”
Earnings Releases

Personalis, Inc. reported second quarter ended June 30, 2023 results: revenue $16.7 million, net income $24.0 million, EPS $0.50.

“evidence, we are paving the way for our successful entry into the clinical diagnostics market.” Second Quarter Financial Highlights • Reported total company revenue of $16.7 million for the second quarter of 2023, representing an 8% decrease compared with $18.2 million for the second quarter of 2022 o Revenue from pharma tests, enterprise sales, and other”

Kenneth Widder was appointed as Director at Personalis, Inc..

“On June 13, 2023, upon recommendation of the Nominating and Corporate Governance Committee of the Board, the Board appointed Kenneth Widder to the Board as a Class II director.”

Alan Colowick resigned as Director at Personalis, Inc..

“On June 12, 2023, Alan Colowick, a director of Personalis, Inc. (the “Company”), resigned as a member of the Company’s Board of Directors (the “Board”).”
Auditor Changes

Personalis, Inc. engaged BDO USA, LLP as its auditor.

“(b) Engagement of New Independent Registered Public Accounting Firm On June 6, 2023, the Audit Committee approved the engagement of BDO USA, LLP ("BDO") as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2023.”
Auditor Changes

Personalis, Inc. dismissed Deloitte & Touche LLP as its auditor.

“On June 6, 2023, the Audit Committee of the Board of Directors (the “Audit Committee”) of Personalis, Inc., a Delaware corporation (the “Company”), dismissed Deloitte & Touche LLP (“Deloitte”) as the Company’s independent registered public accounting firm.”
Shareholder Votes

Personalis, Inc. shareholders approved Advisory vote on compensation of named executive officers at the 2023-05-17 meeting.

“Stockholders approved, on a non-binding, advisory basis, the compensation of the Company’s named executive officers.”
Shareholder Votes

Personalis, Inc. shareholders approved Ratification of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending December 31, 2023 at the 2023-05-17 meeting.

“Stockholders ratified the selection by the Audit Committee of the Board of Directors of the Company of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023.”
Shareholder Votes

Personalis, Inc. shareholders approved Election of Class I directors at the 2023-05-17 meeting.

“Stockholders elected each of the two nominees for Class I director to serve until the Company’s 2026 annual meeting of stockholders or until his or her respective successor has been duly elected and qualified.”
Earnings Releases

Personalis, Inc. reported the first quarter ended March 31, 2023 results: revenue $18.9 million, net income $28.7 million, EPS $0.61.

“Reported total company revenue of $18.9 million for the first quarter of 2023, representing a 24% increase compared with $15.2 million for the first quarter of 2022”

Christopher Hall was appointed as Director at Personalis, Inc..

“The Board also appointed Mr. Hall as a member of the Board as a Class II director.”

Aaron Tachibana was appointed as Chief Operating Officer at Personalis, Inc..

“appointed (i) Aaron Tachibana as Chief Operating Officer, in addition to his role as Chief Financial Officer”
Earnings Releases

Personalis, Inc. reported the fourth quarter and full year ended December 31, 2022 results: revenue $16.7 million for the fourth quarter of 2022 and $65.0 million for the full year of 2022, net income Net loss of $31.1 million, and net loss per share of $0.67 ... in the fourth quarter 2022; net loss of $113.3 million, a, EPS $0.67 ... in the fourth quarter 2022; ... $2.48 ... in the full year 2022. Guidance initiated.

“Personalis, Inc. (Nasdaq: PSNL), a leader in advanced genomics for precision oncology, today reported financial results for the fourth quarter and full year ended December 31, 2022”
Restructurings & Charges

Personalis, Inc. announced a restructuring with charges of approximately $3 million (up to approximately 30%).

“The reduction in workforce is expected to be completed on March 20, 2023. In connection with these actions, the Company estimates that it will incur charges of approximately $3 million for severance payments and employee benefits, primarily in the first quarter of 2023. Substantially all of the estimated charges are expected to result in future cash”
Earnings Releases

Personalis, Inc. reported fiscal year ended December 31, 2022 results: revenue $65.0 million. Guidance raised.

“Personalis estimates revenue of approximately $16.7 million for the fourth quarter of 2022 and approximately $65.0 million for the full year of 2022, which exceeds the company’s previous full year guidance range of $63.0 to $64.0 million.”
Earnings Releases

Personalis, Inc. reported fourth quarter ended December 31, 2022 results: revenue $16.7 million.

“Personalis estimates revenue of approximately $16.7 million for the fourth quarter of 2022 and approximately $65.0 million for the full year of 2022, which exceeds the company’s previous full year guidance range of $63.0 to $64.0 million.”

Christopher Hall was appointed as President at Personalis, Inc..

“and Christopher Hall, the Company’s SVP and Head, Diagnostics Business, to serve as President, each effective December 31, 2022.”

Aaron Tachibana was appointed as interim Chief Executive Officer at Personalis, Inc..

“The Board has appointed Aaron Tachibana, the Company’s Chief Financial Officer, to serve as interim Chief Executive Officer”

John West retired as Chief Executive Officer and Director at Personalis, Inc..

“On December 9, 2022, John West, co-founder, Chief Executive Officer and member of the board of directors (the “Board”) of Personalis, Inc. (the “Company”) notified the Company of his decision to retire as Chief Executive Officer and as a director of the Company, effective as of December 31, 2022.”
Earnings Releases

Personalis, Inc. reported the full year of 2022 results: revenue in the range of $63.0 million to $64.0 million, net income in the range of $111.0 million to $114.0 million. Guidance initiated.

“Full Year 2022 Outlook Personalis expects the following for the full year of 2022: • Total company revenue is expected to be in the range of $63.0 million to $64.0 million • Revenue from biopharma and all other customers, excluding the VA MVP, is expected to be in the range of $55.5 million to $56.5 million • Net loss is expected to be in the range of $111.0 million to $114.0 million”
Earnings Releases

Personalis, Inc. reported the third quarter ended September 30, 2022 results: revenue $14.9 million, net income $26.5 million, EPS $0.58.

“Revenue was $14.9 million in the three months ended September 30, 2022 • Gross margin was 16.7% in the three months ended September 30, 2022 • Operating expenses were $29.7 million in the three months ended September 30, 2022 • Net loss was $26.5 million in the three months ended September 30, 2022, and net loss per share was $0.58 based on a weighted-average basic and diluted share count of 45.9 million”
Governance Changes

Personalis, Inc.: The company amended and restated its bylaws to address universal proxy rules, conform to Delaware law, and implement other changes, effective October 26, 2022 (effective 2022-10-26).

“On October 26, 2022, the board of directors (the “Board”) of Personalis, Inc. (the “Company”) approved and adopted the amendment and restatement of the Company’s bylaws (as amended and restated, the “Bylaws”), effective as of the date of such approval.”

Karin Eastham was appointed as Chair of the Board at Personalis, Inc..

“The Board appointed Karin Eastham to serve as the Chair of the Board following Dr. MacQuitty’s term, effective as of May 17, 2022.”

Jonathan MacQuitty departed as Chair of the Board at Personalis, Inc..

“Jonathan MacQuitty, Ph.D., a director of Personalis, Inc. (the “Company”), notified the Company’s Board of Directors (the “Board”) of his decision not to stand for reelection following the end of his current term on May 17, 2022.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.