Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW RITE AID, LLCRAD · Entity 87704 | President and CEO | August 12, 2022 | August 15, 2022 |
| SI-BONE, Inc.SIBN · Entity 2501 | Director | June 13, 2019 | June 17, 2019 |
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.
NEW RITE AID, LLC
Report date August 12, 2022 · Filed August 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 905,241 |
Reported balance
After 2022-08-12 transaction · row 1
1 source rowRow 1 · 2022-08-12 · Tax withholding · Disposed 37,370 · Balance 905,241 F1: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing.
SI-BONE, Inc.
Report date June 13, 2019 · Filed June 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.72 · Expires 2029-06-12 | Direct | 26,236 |
Reported balance
After 2019-06-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-06-13 · Grant · Acquired 26,236 · Balance 26,236 F1: The shares subject to the option will vest in a series of 36 equal monthly increments over three years starting on the Vesting Commencement Date, such that the shares subject to the option will be fully vested on the third anniversary of the Vesting Commencement Date, subject to the Reporting Person's continuous service as a member of the Issuer's Board of Directors on each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option will vest in a series of 36 equal monthly increments over three years starting on the Vesting Commencement Date, such that the shares subject to the option will be fully vested on the third anniversary of the Vesting Commencement Date, subject to the Reporting Person's continuous service as a member of the Issuer's Board of Directors on each applicable vesting date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KINDRED HEALTHCARE, INC
Report date July 02, 2018 · Filed July 02, 2018
Section 16 reporting ended · disclosed 2018-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-07-02 transaction · row 1
1 source rowRow 1 · 2018-07-02 · Disposition to issuer · Disposed 40,234 · Balance 0 |
NxStage Medical, Inc.
Report date February 21, 2019 · Filed February 25, 2019
Section 16 reporting ended · disclosed 2019-02-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-02-21 transaction · row 1
1 source rowRow 1 · 2019-02-21 · Disposition to issuer · Disposed 3,582 · Balance 0 F1: Disposed of under Merger Agreement with Fresenius Medical Care Holdings, Inc. in which all outstanding shares of Issuer's Common Stock were converted into the right to receive $30 per share in cash. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.73 · Expires 2023-07-14 | Direct | 0 |
Reported balance
After 2019-02-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-02-21 · Disposition to issuer · Disposed 10,784 · Balance 0 F2: This option was canceled in the Merger in exchange for an amount in cash equal to the product of the total number of shares subject to the option multiplied by the excess of the Merger Consideration of $30 per share over the option exercise price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.78 · Expires 2024-05-24 | Direct | 0 |
Reported balance
After 2019-02-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-21 · Disposition to issuer · Disposed 15,643 · Balance 0 F2: This option was canceled in the Merger in exchange for an amount in cash equal to the product of the total number of shares subject to the option multiplied by the excess of the Merger Consideration of $30 per share over the option exercise price. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of under Merger Agreement with Fresenius Medical Care Holdings, Inc. in which all outstanding shares of Issuer's Common Stock were converted into the right to receive $30 per share in cash.
F2: This option was canceled in the Merger in exchange for an amount in cash equal to the product of the total number of shares subject to the option multiplied by the excess of the Merger Consideration of $30 per share over the option exercise price.
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 |
|---|---|---|---|---|---|---|
| August 12, 2022 Filed Aug 15, 2022 17:18 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 37,370 | $11.05 | $412,938.50 |
DisclosureSEC source: 0001209191-22-045828 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905,241 F1 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 27, 2022 Filed Jul 29, 2022 16:23 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 429,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043515 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942,611 F1 · shares: These shares of common stock are subject to restrictions that lapse in three equal annual installments beginning one year from the date of grant. Read SEC document |
| July 08, 2022 Filed Jul 11, 2022 16:01 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 19,719 | $7.07 | $139,413.33 |
DisclosureSEC source: 0001209191-22-041763 · doc4.xml · nonDerivative · entry 2 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,753 F1 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 16:01 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 27,026 | $7.42 | $200,532.92 |
DisclosureSEC source: 0001209191-22-041763 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,472 F1 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| December 22, 2021 Filed Dec 23, 2021 08:48 UTC | NEW RITE AID, LLC RAD · Entity 87704 | PurchaseCommon Stock | 14,350 | $13.93 | $199,960.08 |
DisclosureSEC source: 0001209191-21-071015 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,498 F1 · shares: Purchase of stock in an open market trade. F2 · price: The shares were purchased in multiple transactions at actual sale prices ranging from $13.919 to $13.94 per share. The price reported reflects the weighted average price for the transactions. The reporting person undertakes to provide upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 13:50 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 37,370 | $15.34 | $573,255.80 |
DisclosureSEC source: 0001209191-21-051354 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,148 F1 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 08, 2021 Filed Jul 9, 2021 14:28 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 19,720 | $14.67 | $289,292.40 |
DisclosureSEC source: 0001209191-21-046119 · doc4.xml · nonDerivative · entry 2 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582,518 F2 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 14:28 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 206,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-046119 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,238 F1 · shares: These shares of common stock are subject to restrictions that lapse in three equal annual installments beginning one year from the date of grant. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 12:08 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 39,034 | $14.81 | $578,093.54 |
DisclosureSEC source: 0001209191-20-046541 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,200 F1 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 08, 2020 Filed Jul 9, 2020 14:36 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 150,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-041916 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,234 F1 · security: These shares of common stock are subject to restrictions that lapse in three equal annual installments beginning one year from the date of grant. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 17:03 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 502,913 | $0.00 Strike: $7.02 | $0.00 |
DisclosureSEC source: 0001209191-19-045958 · doc4.xml · derivative · entry 2 Donigan Heyward R · CIK 0001602546 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,913 Underlying: Common Stock · 502,913 shares Expires 2029-08-12 F2 · kind: The option vests in four equal annual installments beginning one year from the date of grant. F2 · derivative.exercise_date: The option vests in four equal annual installments beginning one year from the date of grant. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 17:03 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 284,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-045958 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,900 F1 · kind: Restricted Stock vest in three annual installments beginning one year from the date of grant. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 23:41 UTC | SI-BONE, Inc. SIBN · Entity 2501 | GrantStock Options (Right to buy) · Derivative | 26,236 | $0.00 Strike: $17.72 | $0.00 |
DisclosureSEC source: 0001562180-19-003576 · primarydocument.xml · derivative · entry 1 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,236 Underlying: Common Stock · 26,236 shares Expires 2029-06-12 F1 · derivative.exercise_date: The shares subject to the option will vest in a series of 36 equal monthly increments over three years starting on the Vesting Commencement Date, such that the shares subject to the option will be fully vested on the third anniversary of the Vesting Commencement Date, subject to the Reporting Person's continuous service as a member of the Issuer's Board of Directors on each applicable vesting date. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 17:35 UTC | NxStage Medical, Inc. NXTM · Entity 159895 | Disposition to issuerStock Option (Right to Buy) · Derivative | 15,643 | $0.00 Strike: $22.78 | $0.00 |
DisclosureSEC source: 0001246360-19-000762 · form.xml · derivative · entry 3 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,643 shares Expires 2024-05-24 F2 · kind: This option was canceled in the Merger in exchange for an amount in cash equal to the product of the total number of shares subject to the option multiplied by the excess of the Merger Consideration of $30 per share over the option exercise price. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 17:35 UTC | NxStage Medical, Inc. NXTM · Entity 159895 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,784 | $0.00 Strike: $21.73 | $0.00 |
DisclosureSEC source: 0001246360-19-000762 · form.xml · derivative · entry 2 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,784 shares Expires 2023-07-14 F2 · kind: This option was canceled in the Merger in exchange for an amount in cash equal to the product of the total number of shares subject to the option multiplied by the excess of the Merger Consideration of $30 per share over the option exercise price. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 17:35 UTC | NxStage Medical, Inc. NXTM · Entity 159895 | Disposition to issuerCommon Stock | 3,582 | $30.00 | $107,460.00 |
DisclosureSEC source: 0001246360-19-000762 · form.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of under Merger Agreement with Fresenius Medical Care Holdings, Inc. in which all outstanding shares of Issuer's Common Stock were converted into the right to receive $30 per share in cash. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 13:04 UTC | KINDRED HEALTHCARE, INC KND · Entity 165258 | Disposition to issuerCommon Stock | 40,234 | $9.00 | $362,106.00 |
DisclosureSEC source: 0001209191-18-040211 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 25, 2017 Filed May 26, 2017 15:21 UTC | NxStage Medical, Inc. NXTM · Entity 159895 | GrantStock Option (Right to Buy) · Derivative | 15,643 | $0.00 Strike: $22.78 | $0.00 |
DisclosureSEC source: 0001246360-17-002020 · form.xml · derivative · entry 3 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,643 Underlying: Common Stock · 15,643 shares Expires 2024-05-24 F1 · derivative.exercise_date: The stock option becomes exercisable in 12 equal monthly installments beginning June 25, 2017. Read SEC document |
| May 24, 2017 Filed May 25, 2017 12:31 UTC | KINDRED HEALTHCARE, INC KND · Entity 165258 | GrantCommon Stock | 14,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035226 · doc4.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,234 F1 · shares: These shares represent restricted stock granted to the reporting person. These shares will fully vest on 5/24/2018. Read SEC document |
| April 20, 2017 Filed May 26, 2017 15:21 UTC | NxStage Medical, Inc. NXTM · Entity 159895 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,582 | $0.00 Strike: $21.73 | $0.00 |
DisclosureSEC source: 0001246360-17-002020 · form.xml · derivative · entry 2 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,784 Underlying: Common Stock · 3,582 shares Expires 2023-07-14 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 |
| April 20, 2017 Filed May 26, 2017 15:21 UTC | NxStage Medical, Inc. NXTM · Entity 159895 | Exercise / conversionCommon Stock | 3,582 | $21.73 | $77,836.86 |
DisclosureSEC source: 0001246360-17-002020 · form.xml · nonDerivative · entry 1 Donigan Heyward R · CIK 0001602546 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,582 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.