Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Integer Holdings CorpITGR · Entity 4016 | EVP, Global Operations & ESG | January 20, 2023 | January 25, 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.
Integer Holdings Corp
Report date January 20, 2023 · Filed January 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,313 |
Ending reported balance
After 2023-01-22 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-01-20 · Grant · Acquired 1,137 · Balance 24,492 F1: Represents the vesting of restricted stock units that vest subject to the satisfaction of certain 3-year performance criteria. The criteria for these shares has been met. F2: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2023-01-21 · Exercise / conversion · Acquired 780 · Balance 25,272 F2: Restricted stock units convert into common stock on a one-for-one basis. Row 3 · 2023-01-22 · Exercise / conversion · Acquired 1,004 · Balance 26,276 F2: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2023-01-22 · Tax withholding · Disposed 963 · Balance 25,313 F3: Shares otherwise issuable were withheld to satisfy the Reporting Person's tax obligations arising from the vesting events described in footnotes (1), (4) and (5) to this Form 4. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,004 |
Reported balance
After 2023-01-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-01-22 · Exercise / conversion · Disposed 1,004 · Balance 1,004 F2: Restricted stock units convert into common stock on a one-for-one basis. F4: On January 22, 2021, the reporting person was granted 3,011 restricted stock units, vesting in three equal installments beginning on January 22, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,560 |
Reported balance
After 2023-01-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-01-21 · Exercise / conversion · Disposed 780 · Balance 1,560 F2: Restricted stock units convert into common stock on a one-for-one basis. F5: On January 21, 2022, the reporting person was granted 2,340 restricted stock units, vesting in three equal installments beginning on January 21, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,582 |
Reported balance
After 2023-01-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-01-20 · Grant · Acquired 2,582 · Balance 2,582 F2: Restricted stock units convert into common stock on a one-for-one basis. F6: Grant of restricted stock units that vest in three equal annual installments beginning on January 20, 2024, the first anniversary of the date of the award. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,965 |
Reported balance
Holding disclosure · report date 2023-01-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,965 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of restricted stock units that vest subject to the satisfaction of certain 3-year performance criteria. The criteria for these shares has been met.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: Shares otherwise issuable were withheld to satisfy the Reporting Person's tax obligations arising from the vesting events described in footnotes (1), (4) and (5) to this Form 4.
F4: On January 22, 2021, the reporting person was granted 3,011 restricted stock units, vesting in three equal installments beginning on January 22, 2022.
F5: On January 21, 2022, the reporting person was granted 2,340 restricted stock units, vesting in three equal installments beginning on January 21, 2023.
F6: Grant of restricted stock units that vest in three equal annual installments beginning on January 20, 2024, the first anniversary of the date of the award.
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 13, 2017 Filed Mar 14, 2017 19:24 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,000 | $27.66 | $27,660.00 |
DisclosureSEC source: 0001209191-17-020477 · doc4.xml · nonDerivative · entry 1 Bolt Jennifer M · CIK 0001657244 · President, Electrochem 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,208 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 06, 2017 Filed Feb 8, 2017 21:52 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 2,005 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008707 · doc4.xml · derivative · entry 3 Bolt Jennifer M · CIK 0001657244 · President, Electrochem 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,005 Underlying: Common · 2,005 shares Expires 2027-02-06 F1 · derivative.exercise_date: Grant of restricted stock units that vest in three equal annual installments on the last day of each fiscal year beginning in fiscal year 2017. 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.