Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inogen IncINGN · Entity 2083 | EVP, CFO and Treasurer | February 28, 2023 | March 02, 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 February 28, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,129 |
Ending reported balance
After 2023-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-01 · Exercise / conversion · Acquired 11,360 · Balance 11,360 Row 2 · 2023-03-01 · Tax withholding · Disposed 6,231 · Balance 5,129 F1: 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 | 22,721 |
Reported balance
After 2023-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-01 · Exercise / conversion · Disposed 11,360 · Balance 22,721 F2: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F3: 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 units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 28,079 |
Reported balance
After 2023-02-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-02-28 · Grant · Acquired 28,079 · Balance 28,079 F2: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F4: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2024 and 1/3rd of the restricted 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 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.
F2: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock.
F3: 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 units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date.
F4: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2024 and 1/3rd of the restricted 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, 2023 Filed Mar 2, 2023 20:35 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionRestricted Stock Unit · Derivative | 11,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015037 · doc4.xml · derivative · entry 3 Caltrider Kristin A. · CIK 0001915385 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,721 Underlying: Common Stock · 11,360 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F3 · derivative.exercise_date: 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 units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. F3 · derivative.expiration_date: 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 units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 20:35 UTC | Inogen Inc INGN · Entity 2083 | Tax withholdingCommon Stock | 6,231 | $15.56 | $96,954.36 |
DisclosureSEC source: 0001209191-23-015037 · doc4.xml · nonDerivative · entry 2 Caltrider Kristin A. · CIK 0001915385 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,129 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, 2023. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 20:35 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 11,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015037 · doc4.xml · nonDerivative · entry 1 Caltrider Kristin A. · CIK 0001915385 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,360 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. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:35 UTC | Inogen Inc INGN · Entity 2083 | GrantRestricted Stock Unit · Derivative | 28,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015037 · doc4.xml · derivative · entry 4 Caltrider Kristin A. · CIK 0001915385 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,079 Underlying: Common Stock · 28,079 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F4 · derivative.exercise_date: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2024 and 1/3rd of the restricted units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. F4 · derivative.expiration_date: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2024 and 1/3rd of the restricted units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. Read SEC document |
| May 10, 2022 Filed May 12, 2022 18:24 UTC | Inogen Inc INGN · Entity 2083 | GrantRestricted Stock Unit · Derivative | 12,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028623 · doc4.xml · derivative · entry 1 Caltrider Kristin A. · CIK 0001915385 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,510 Underlying: Common Stock · 12,510 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: Subject to the reporting person's continued service, one hundred percent (100%) of the restricted stock units shall vest on May 1, 2024. F2 · derivative.expiration_date: Subject to the reporting person's continued service, one hundred percent (100%) of the restricted stock units shall vest on May 1, 2024. Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 16:27 UTC | Inogen Inc INGN · Entity 2083 | GrantRestricted Stock Unit · Derivative | 34,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020531 · doc4.xml · derivative · entry 1 Caltrider Kristin A. · CIK 0001915385 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,081 Underlying: Common Stock · 34,081 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: 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. F2 · derivative.expiration_date: 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. 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.