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Wood Morgan Colby

Disclosed activity across 1 company

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108313
SEC CIK
0001881573

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PROCEPT BioRobotics CorpPRCT · Entity 4831DirectorNovember 13, 2023November 14, 2023

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

PROCEPT BioRobotics Corp

Report date November 13, 2023 · Filed November 14, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect112,425 Reported balance After 2023-11-13 transaction · row 1
1 source row

Row 1 · 2023-11-13 · Sale · Disposed 25,000 · Balance 112,425

F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.1416 to $32.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

Filing footnotes · ownership attribution and instrument terms

F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.1416 to $32.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 13, 2023 Filed Nov 14, 2023 16:12 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 SaleCommon Stock 25,000 $32.19 $804,810.00
Disclosure

SEC source: 0001628280-23-038941 · wk-form4_1699996318.xml · nonDerivative · entry 1

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,425

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.1416 to $32.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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June 15, 2023 Filed Jun 16, 2023 16:47 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 GrantStock Option (Right to Buy) · Derivative 4,865 $0.00 Strike: $35.09 $0.00
Disclosure

SEC source: 0001628280-23-022494 · wk-form4_1686948441.xml · derivative · entry 2

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,865

Underlying: Common Stock · 4,865 shares

Expires 2033-06-14

F2 · derivative.exercise_date: The Stock Option was granted on June 15, 2023 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.

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June 15, 2023 Filed Jun 16, 2023 16:47 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 GrantCommon Stock 2,711 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-022494 · wk-form4_1686948441.xml · nonDerivative · entry 1

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,425

F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.

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March 03, 2023 Filed Mar 6, 2023 16:59 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 SaleCommon Stock 2,797 $37.03 $103,577.94
Disclosure

SEC source: 0001628280-23-006551 · wf-form4_167813997415350.xml · nonDerivative · entry 2

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 134,714

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on September 8, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.6400 to $37.2700, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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March 03, 2023 Filed Mar 6, 2023 16:59 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 SaleCommon Stock 12,203 $35.94 $438,580.70
Disclosure

SEC source: 0001628280-23-006551 · wf-form4_167813997415350.xml · nonDerivative · entry 1

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,511

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on September 8, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.6300 to $36.6300, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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June 07, 2022 Filed Jun 9, 2022 16:11 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 GrantCommon Stock · Derivative 4,205 $0.00 Strike: $38.85 $0.00
Disclosure

SEC source: 0001628280-22-016684 · wf-form4_165480548968471.xml · derivative · entry 2

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,205

Underlying: Common Stock · 4,205 shares

Expires 2032-06-06

F2 · price: The Stock option was granted on June 7, 2022 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.

F2 · derivative.exercise_date: The Stock option was granted on June 7, 2022 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.

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June 07, 2022 Filed Jun 9, 2022 16:11 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 GrantCommon Stock 2,001 $37.48 $74,997.48
Disclosure

SEC source: 0001628280-22-016684 · wf-form4_165480548968471.xml · nonDerivative · entry 1

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 149,714

F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.

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March 11, 2022 Filed Mar 14, 2022 17:01 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 PurchaseCommon Stock 940 $24.43 $22,960.63
Disclosure

SEC source: 0001628280-22-006089 · wf-form4_164729143902376.xml · nonDerivative · entry 1

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 147,713

Read SEC document
September 17, 2021 Filed Sep 21, 2021 18:35 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 ConversionSeries C Convertible Preferred Stock · Derivative 21,929 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-21-018957 · wf-form4_163226372386899.xml · derivative · entry 4

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 21,929 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

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September 17, 2021 Filed Sep 21, 2021 18:35 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 ConversionSeries B Convertible Preferred Stock · Derivative 34,230 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-21-018957 · wf-form4_163226372386899.xml · derivative · entry 3

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 34,230 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

F1 · derivative.exercise_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

F1 · derivative.expiration_date: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

Read SEC document
September 17, 2021 Filed Sep 21, 2021 18:35 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 PurchaseCommon Stock 6,800 $25.00 $170,000.00
Disclosure

SEC source: 0001628280-21-018957 · wf-form4_163226372386899.xml · nonDerivative · entry 2

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By The Morgan Colby Wood Trust

Disclosed balance after: 6,800

F2 · shares: Represents a purchase in the Issuer's public offering.

Read SEC document
September 17, 2021 Filed Sep 21, 2021 18:35 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 ConversionCommon Stock 56,159 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-21-018957 · wf-form4_163226372386899.xml · nonDerivative · entry 1

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 146,773

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each share of Series A Preferred Stock, Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock converted automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date.

Read SEC document
September 17, 2021 Filed Sep 22, 2021 21:28 UTC Amendment PROCEPT BioRobotics Corp PRCT · Entity 4831 PurchaseCommon Stock 3,200 $25.00 $80,000.00
Disclosure

SEC source: 0001628280-21-019066 · wf-form4a_163236052125243.xml · nonDerivative · entry 1

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse

Disclosed balance after: 3,200

F1 · price: Represents a purchase in the Issuer's public offering.

Read SEC document
September 14, 2021 Filed Sep 16, 2021 18:38 UTC PROCEPT BioRobotics Corp PRCT · Entity 4831 GrantStock Option (Right to Buy) · Derivative 10,308 $0.00 Strike: $25.00 $0.00
Disclosure

SEC source: 0001628280-21-018793 · wf-form4_163183191299916.xml · derivative · entry 1

Wood Morgan Colby · CIK 0001881573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,308

Underlying: Common Stock · 10,308 shares

Expires 2031-09-14

F1 · shares: Option will vest and become exercisable in full on the earlier of September 14, 2022 or the day prior to the date of the 2022 annual meeting of the stockholders, subject to the director's continued service.

F1 · price: Option will vest and become exercisable in full on the earlier of September 14, 2022 or the day prior to the date of the 2022 annual meeting of the stockholders, subject to the director's continued service.

F1 · derivative.exercise_date: Option will vest and become exercisable in full on the earlier of September 14, 2022 or the day prior to the date of the 2022 annual meeting of the stockholders, subject to the director's continued service.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.