Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inogen IncINGN · Entity 2083 | EVP, Operations | March 01, 2023 | March 03, 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.
Inogen Inc
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,260 |
Ending reported balance
After 2023-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-03-01 · Grant · Acquired 1,135 · Balance 10,531 F1: The reported securities represent shares earned and vested on March 1, 2023 based on achievement of the financial performance conditions for the 2022 fiscal year that were approved as part of the 2022 performance-based restricted stock award granted on March 1, 2022. Row 2 · 2023-03-01 · Tax withholding · Disposed 507 · Balance 10,024 F2: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with the 2022 performance-based restricted stock award granted on March 1, 2022 and vested on March 1, 2023. Row 3 · 2023-03-01 · Exercise / conversion · Acquired 2,402 · Balance 12,426 Row 4 · 2023-03-01 · Tax withholding · Disposed 1,166 · Balance 11,260 F3: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on March 1, 2023. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,092 |
Reported balance
After 2023-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-03-01 · Exercise / conversion · Disposed 273 · Balance 1,092 F4: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F5: Subject to the reporting person's continued service, 25% of the restricted stock units shall vest on March 1, 2021, and 1/16th of the restricted stock units shall vest every three months thereafter on the 1st day of the month. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,881 |
Reported balance
After 2023-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-03-01 · Exercise / conversion · Disposed 236 · Balance 1,881 F4: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F6: Subject to the reporting person's continued service, 25% of the restricted stock units shall vest on March 1, 2022, and 1/16th of the restricted stock units shall vest every three months thereafter on the 1st day of the month. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 3,787 |
Reported balance
After 2023-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-03-01 · Exercise / conversion · Disposed 1,893 · Balance 3,787 F4: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F7: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2023, and 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the vesting commencement date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent shares earned and vested on March 1, 2023 based on achievement of the financial performance conditions for the 2022 fiscal year that were approved as part of the 2022 performance-based restricted stock award granted on March 1, 2022.
F2: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with the 2022 performance-based restricted stock award granted on March 1, 2022 and vested on March 1, 2023.
F3: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on March 1, 2023.
F4: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock.
F5: Subject to the reporting person's continued service, 25% of the restricted stock units shall vest on March 1, 2021, and 1/16th of the restricted stock units shall vest every three months thereafter on the 1st day of the month.
F6: Subject to the reporting person's continued service, 25% of the restricted stock units shall vest on March 1, 2022, and 1/16th of the restricted stock units shall vest every three months thereafter on the 1st day of the month.
F7: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2023, and 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the vesting commencement date.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 4, 2020 01:44 UTC | Inogen Inc INGN · Entity 2083 | Tax withholdingCommon Stock | 366 | $45.78 | $16,755.48 |
DisclosureSEC source: 0001209191-20-015818 · doc4.xml · nonDerivative · entry 2 Sanford Bart Ben · CIK 0001751365 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,611 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on March 1, 2020. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 01:44 UTC | Inogen Inc INGN · Entity 2083 | Tax withholdingCommon Stock | 40 | $45.78 | $1,831.20 |
DisclosureSEC source: 0001209191-20-015818 · doc4.xml · nonDerivative · entry 1 Sanford Bart Ben · CIK 0001751365 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,977 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on March 1, 2020. Read SEC document |
| February 28, 2020 Filed May 21, 2020 22:27 UTC | Inogen Inc INGN · Entity 2083 | GrantRestricted Stock Units · Derivative | 4,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031440 · doc4.xml · derivative · entry 1 Sanford Bart Ben · CIK 0001751365 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,368 Underlying: Common Stock · 4,368 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F2 · derivative.exercise_date: 25% of the restricted stock units shall vest on March 1, 2021, and 1/16th of the restricted stock units shall vest every three months thereafter on the 1st day of the month. F2 · derivative.expiration_date: 25% of the restricted stock units shall vest on March 1, 2021, and 1/16th of the restricted stock units shall vest every three months thereafter on the 1st day of the month. Read SEC document |
| December 01, 2019 Filed Dec 4, 2019 02:44 UTC | Inogen Inc INGN · Entity 2083 | Tax withholdingCommon Stock | 141 | $73.61 | $10,379.01 |
DisclosureSEC source: 0001209191-19-058928 · doc4.xml · nonDerivative · entry 1 Sanford Bart Ben · CIK 0001751365 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,017 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on December 1, 2019. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 17:22 UTC | Inogen Inc INGN · Entity 2083 | Tax withholdingCommon Stock | 150 | $106.97 | $16,045.50 |
DisclosureSEC source: 0001209191-19-016182 · doc4.xml · nonDerivative · entry 3 Sanford Bart Ben · CIK 0001751365 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,158 F3 · shares: The reported shares were withheld in a net issuance to cover the Reporting Person's tax withholding liability in connection with the portion of the 2018 performance-based restricted stock award that was earned and vested on March 1, 2019. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 17:22 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016182 · doc4.xml · nonDerivative · entry 2 Sanford Bart Ben · CIK 0001751365 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,308 F2 · shares: The reported securities represent shares earned and vested on March 1, 2019 based on achievement of the financial performance conditions for the 2018 fiscal year that were approved as part of the 2018 performance-based restricted stock award granted on September 17, 2018. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 17:22 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 3,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016182 · doc4.xml · nonDerivative · entry 1 Sanford Bart Ben · CIK 0001751365 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,694 F1 · shares: The reported securities represent shares of restricted stock, 25% of which shall vest on March 1, 2020, and 1/16th of which shall vest every three months thereafter on the 1st day of the month, subject in each case to the reporting person remaining a service provider through each such applicable vesting date. Read SEC document |
| September 17, 2018 Filed Sep 19, 2018 22:36 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 1,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051690 · doc4.xml · nonDerivative · entry 1 Sanford Bart Ben · CIK 0001751365 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,423 F1 · shares: The reported securities represent shares of restricted stock, 25% of which shall vest on December 1, 2019, and 1/16th of which shall vest every three months thereafter on the 1st day of the month, subject in each case to the reporting person remaining a service provider through each such applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.