Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MERIT MEDICAL SYSTEMS INCMMSI · Entity 3858 | Director | September 10, 2021 | September 13, 2021 |
| MINERVA SURGICAL INCUTRS · Entity 115564 | Director | June 10, 2022 | June 14, 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.
MERIT MEDICAL SYSTEMS INC
Report date September 10, 2021 · Filed September 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, No Par ValueSEC Table I · non-derivative | Direct | 6,252 |
Reported balance
After 2021-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-09-10 · Sale · Disposed 850 · Balance 6,252 F1: The total reported in Column 5 of Table I includes 3,338 fully-vested restricted stock units and 2,914 restricted stock units that vest on June 17, 2022. Vesting of restricted stock units is subject to continued service to the issuer through the vesting date. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.31 · Expires 2026-01-07 | Direct | 9,726 |
Reported balance
Holding disclosure · report date 2021-09-10 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 9,726 F2: Becomes exercisable in equal annual installments of 33% commencing 01/07/2020. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.17 · Expires 2026-05-24 | Direct | 13,750 |
Reported balance
Holding disclosure · report date 2021-09-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 13,750 F3: Becomes exercisable in equal annual installments of 33% commencing 05/24/2020. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.17 · Expires 2026-05-31 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2021-09-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,500 F4: Becomes exercisable in equal annual installments of 33% commencing 05/31/2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The total reported in Column 5 of Table I includes 3,338 fully-vested restricted stock units and 2,914 restricted stock units that vest on June 17, 2022. Vesting of restricted stock units is subject to continued service to the issuer through the vesting date.
F2: Becomes exercisable in equal annual installments of 33% commencing 01/07/2020.
F3: Becomes exercisable in equal annual installments of 33% commencing 05/24/2020.
F4: Becomes exercisable in equal annual installments of 33% commencing 05/31/2020.
MINERVA SURGICAL INC
Report date June 10, 2022 · Filed June 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,792 |
Reported balance
After 2022-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-10 · Grant · Acquired 49,792 · Balance 49,792 F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. Each RSU award will vest in four equal quarterly installments on the quarterly anniversary of the grant date, subject to the Reporting Person continuing as a service provider through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. Each RSU award will vest in four equal quarterly installments on the quarterly anniversary of the grant date, subject to the Reporting Person continuing as a service provider through each such 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 |
|---|---|---|---|---|---|---|
| June 10, 2022 Filed Jun 14, 2022 12:59 UTC | MINERVA SURGICAL INC UTRS · Entity 115564 | GrantCommon Stock | 49,792 | $2.41 | $119,998.72 |
DisclosureSEC source: 0001209191-22-036603 · doc4.xml · nonDerivative · entry 1 Anderson Jill · CIK 0001764314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,792 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. Each RSU award will vest in four equal quarterly installments on the quarterly anniversary of the grant date, subject to the Reporting Person continuing as a service provider through each such date. F1 · balance_after: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. Each RSU award will vest in four equal quarterly installments on the quarterly anniversary of the grant date, subject to the Reporting Person continuing as a service provider through each such date. Read SEC document |
| September 10, 2021 Filed Sep 13, 2021 23:08 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 850 | $71.64 | $60,894.00 |
DisclosureSEC source: 0001415889-21-004366 · form4-09132021_040939.xml · nonDerivative · entry 1 Anderson Jill · CIK 0001764314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,252 F1 · balance_after: The total reported in Column 5 of Table I includes 3,338 fully-vested restricted stock units and 2,914 restricted stock units that vest on June 17, 2022. Vesting of restricted stock units is subject to continued service to the issuer through the vesting date. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 23:08 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 2,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003131 · form4-06212021_040609.xml · nonDerivative · entry 1 Anderson Jill · CIK 0001764314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,102 F1 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 2,914 restricted stock units under the Merit Medical System, Inc. 2018 Long-Term Incentive Plan. The reporting person has reported prior awards of restricted stock units in Table II of Form 4. The total reported in Column 5 of Table I includes the 2,914 newly awarded restricted stock units that vest on June 17, 2022 and 4,188 previously reported time-vesting restricted stock units that vest on June 22, 2021. Vesting of restricted stock units is subject to continued service to the issuer through the vesting date. The Form 4 filed on June 4, 2019 incorrectly stated that the reporting person held 6,400 shares of common stock, but the reporting person did not own any shares at that time. Read SEC document |
| June 22, 2020 Filed Jun 25, 2020 01:02 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantRestricted Stock Unit · Derivative | 4,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-001709 · form4-06242020_060644.xml · derivative · entry 1 Anderson Jill · CIK 0001764314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,188 Underlying: Common Stock · 4,188 shares Expires 2021-06-22 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · derivative.exercise_date: Each restricted stock unit vests on June 22, 2021 subject to continued service to the Issuer through the vesting date. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 7,500 | $0.00 Strike: $52.17 | $0.00 |
DisclosureSEC source: 0000856982-19-000082 · wf-form4_155968034859600.xml · derivative · entry 4 Anderson Jill · CIK 0001764314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2026-05-31 F3 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 05/31/2020. Read SEC document |
| May 24, 2019 Filed May 29, 2019 23:00 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 13,750 | $0.00 Strike: $52.17 | $0.00 |
DisclosureSEC source: 0000856982-19-000062 · wf-form4_155917084132513.xml · derivative · entry 2 Anderson Jill · CIK 0001764314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 Underlying: Common Stock · 13,750 shares Expires 2026-05-24 F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 05/24/2020. Read SEC document |
| January 07, 2019 Filed Jan 10, 2019 22:31 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 9,726 | $0.00 Strike: $51.31 | $0.00 |
DisclosureSEC source: 0000856982-19-000007 · wf-form4_154715948694539.xml · derivative · entry 1 Anderson Jill · CIK 0001764314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,726 Underlying: Common Stock · 9,726 shares Expires 2026-01-07 F1 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 01/07/2020. 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.