Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVRx, Inc.CVRX · Entity 6920 | VP OF REG. AFFAIRS AND QA | August 02, 2022 | August 04, 2022 |
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.
CVRx, Inc.
Report date August 02, 2022 · Filed August 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.01 · Expires 2032-08-01 | Direct | 6,000 |
Reported balance
After 2022-08-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-08-02 · Grant · Acquired 6,000 · Balance 6,000 F1: Vests as to 25% of the shares on August 2, 2023 and as to 1/48th of the shares each month thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Vests as to 25% of the shares on August 2, 2023 and as to 1/48th of the shares each month thereafter.
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 02, 2022 Filed Aug 4, 2022 19:42 UTC | CVRx, Inc. CVRX · Entity 6920 | GrantStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $9.01 | $0.00 |
DisclosureSEC source: 0001415889-22-008283 · form4-08042022_040814.xml · derivative · entry 1 BRUHN-DING DEAN · CIK 0001869525 · VP OF REG. AFFAIRS AND QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2032-08-01 F1 · derivative.exercise_date: Vests as to 25% of the shares on August 2, 2023 and as to 1/48th of the shares each month thereafter. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 5,158 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 26 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,048 Underlying: Common Stock · 5,158 shares Expires 2026-09-27 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 2,275 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 25 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,275 shares Expires 2025-08-06 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 2,528 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 24 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,528 shares Expires 2025-08-06 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 1,590 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 23 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,590 shares Expires 2025-08-06 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 378 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 22 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 378 shares Expires 2025-08-06 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 821 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 21 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 821 shares Expires 2025-08-06 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 1,169 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 20 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,169 shares Expires 2025-08-06 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 2,528 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 19 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,528 shares Expires 2025-06-30 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 1,264 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 18 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,264 shares Expires 2025-02-16 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 1,264 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 17 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,264 shares Expires 2024-09-10 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 2,862 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 16 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,862 shares Expires 2023-11-11 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 12,383 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 15 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,128 Underlying: Common Stock · 12,383 shares Expires 2028-02-15 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_date: Vested as to 25% of the shares on January 28, 2020 and vests as to 1/48th of the shares on the 15th of each month thereafter. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 780 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · derivative · entry 14 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315 Underlying: Common Stock · 780 shares Expires 2028-02-15 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_date: Fully exercisable, subject to Issuer's right to repurchase shares at the exercise price, which repurchase right lapsed with respect to 25% of the shares on February 16, 2019 and lapses as to 1/48th of the shares each month thereafter. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 5,158 | $0.24 | $1,222.45 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 13 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,648 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 2,275 | $0.24 | $539.18 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 12 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,490 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 2,528 | $0.24 | $599.14 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 11 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,215 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 1,590 | $0.24 | $376.83 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 10 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,687 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 378 | $0.24 | $89.59 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 9 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,097 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 821 | $0.24 | $194.58 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 8 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,719 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 1,169 | $0.24 | $277.05 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 7 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,898 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 2,528 | $0.24 | $599.14 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 6 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,729 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 1,264 | $0.24 | $299.57 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 5 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,201 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 1,264 | $0.24 | $299.57 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 4 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,937 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 2,862 | $0.24 | $678.29 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 3 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,673 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 12,383 | $0.24 | $2,934.77 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 2 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,811 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 08, 2022 Filed Feb 10, 2022 17:21 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 780 | $0.24 | $184.86 |
DisclosureSEC source: 0001179110-22-001003 · edgar.xml · nonDerivative · entry 1 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,428 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 |
| January 18, 2022 Filed Jan 20, 2022 18:14 UTC | CVRx, Inc. CVRX · Entity 6920 | GrantStock Option (right to buy) · Derivative | 23,600 | $0.00 Strike: $9.08 | $0.00 |
DisclosureSEC source: 0001179110-22-000546 · edgar.xml · derivative · entry 1 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,600 Underlying: Common Stock · 23,600 shares Expires 2032-01-17 F1 · derivative.exercise_date: Vests as to 25% of the shares on January 18, 2023 and as to 1/48th of the shares each month thereafter. Read SEC document |
| November 24, 2021 Filed Nov 29, 2021 16:20 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionStock Option (right to buy) · Derivative | 14,000 | $0.00 Strike: $0.24 | $0.00 |
DisclosureSEC source: 0001179110-21-010443 · edgar.xml · derivative · entry 2 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,095 Underlying: Common Stock · 14,000 shares Expires 2028-02-15 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_date: Fully exercisable, subject to Issuer's right to repurchase shares at the exercise price, which repurchase right lapsed with respect to 25% of the shares on February 26, 2019 and lapses with respect to the 1/48th of the shares each month thereafter. Read SEC document |
| November 24, 2021 Filed Nov 29, 2021 16:20 UTC | CVRx, Inc. CVRX · Entity 6920 | Exercise / conversionCommon Stock | 14,000 | $0.24 | $3,360.00 |
DisclosureSEC source: 0001179110-21-010443 · edgar.xml · nonDerivative · entry 1 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,648 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 |
| June 29, 2021 Filed Jul 1, 2021 17:29 UTC | CVRx, Inc. CVRX · Entity 6920 | GrantStock Option (right to buy) · Derivative | 19,000 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007266 · edgar.xml · derivative · entry 1 BRUHN-DING DEAN · CIK 0001869525 · VP of Reg. Affairs and QA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Common Stock · 19,000 shares Expires 2031-06-28 F1 · derivative.exercise_date: Vests as to 25% of the shares on June 29, 2022 and as to 1/48th of the shares each month thereafter. 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.