Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Chief Human Resources Officer | May 13, 2022 | May 17, 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.
AtriCure, Inc.
Report date May 13, 2022 · Filed May 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,621 |
Reported balance
After 2022-05-13 transaction · row 1
1 source rowRow 1 · 2022-05-13 · Sale · Disposed 3,203 · Balance 17,621 F1: These shares were sold pursuant to a 10b5-1 trading plan. F2: This transaction was executed in multiple trades at prices ranging from $41.87 to $43.39 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold pursuant to a 10b5-1 trading plan.
F2: This transaction was executed in multiple trades at prices ranging from $41.87 to $43.39 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| May 13, 2022 Filed May 17, 2022 08:41 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 3,203 | $42.69 | $136,736.07 |
DisclosureSEC source: 0001323885-22-000059 · wf-form4_165279124389871.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,621 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $41.87 to $43.39 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 08, 2022 Filed Apr 12, 2022 07:53 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 282 | $61.59 | $17,368.38 |
DisclosureSEC source: 0001323885-22-000045 · wf-form4_164976439889793.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,824 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 07:55 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 1,409 | $67.66 | $95,332.94 |
DisclosureSEC source: 0001323885-22-000034 · wf-form4_164665769414745.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,106 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $66.71 to $68.66 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 07:26 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 3,259 | $70.40 | $229,433.60 |
DisclosureSEC source: 0001323885-22-000031 · wf-form4_164639677802377.xml · nonDerivative · entry 2 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,515 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $69.20 to $71.71 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 07:26 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 1,626 | $69.31 | $112,698.06 |
DisclosureSEC source: 0001323885-22-000031 · wf-form4_164639677802377.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,774 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $68.71 to $70.60 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:32 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 5,397 | $69.59 | $375,577.23 |
DisclosureSEC source: 0001323885-22-000026 · wf-form4_164634309410760.xml · nonDerivative · entry 3 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,400 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:32 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 6,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000026 · wf-form4_164634309410760.xml · nonDerivative · entry 2 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,797 F2 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:32 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 5,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000026 · wf-form4_164634309410760.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,331 F1 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The award had both a Company performance goal and a service period requirement, which were both met. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 08:01 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 2,490 | $67.97 | $169,245.30 |
DisclosureSEC source: 0001209191-22-009633 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,340 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $67.15 to $68.54 per share. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 14, 2022 Filed Jan 18, 2022 09:05 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 2,719 | $66.11 | $179,753.09 |
DisclosureSEC source: 0001209191-22-003422 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,830 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $65.04 to $66.71 per share. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 08:29 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 141 | $59.10 | $8,333.10 |
DisclosureSEC source: 0001209191-22-000378 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,549 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended December 31, 2021. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on December 31, 2021, which was the last trading day of the applicable offering period. The closing price on December 31, 2021 was $69.53. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 08:32 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 1,528 | $70.88 | $108,304.64 |
DisclosureSEC source: 0001209191-21-069361 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,408 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 16:36 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 2,732 | $78.55 | $214,598.60 |
DisclosureSEC source: 0001209191-21-064773 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,936 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $77.76 to $79.28 per share. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 08, 2021 Filed Oct 12, 2021 08:14 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 665 | $71.80 | $47,747.00 |
DisclosureSEC source: 0001209191-21-060153 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,668 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 08:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 1,227 | $77.18 | $94,699.86 |
DisclosureSEC source: 0001209191-21-055813 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,333 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 08:29 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 3,232 | $73.10 | $236,259.20 |
DisclosureSEC source: 0001209191-21-051752 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,560 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $72.66 to $73.68 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 07:59 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 493 | $78.03 | $38,468.79 |
DisclosureSEC source: 0001209191-21-047328 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,792 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 16:20 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 193 | $45.72 | $8,823.96 |
DisclosureSEC source: 0001209191-21-044957 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,285 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2021. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 4, 2021, which was the first trading day of the applicable offering period. The closing price on January 4, 2021 was $53.79. Read SEC document |
| June 18, 2021 Filed Jun 21, 2021 16:23 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 2,620 | $76.36 | $200,063.20 |
DisclosureSEC source: 0001209191-21-041995 · doc4.xml · nonDerivative · entry 1 Austin Tonya · CIK 0001861968 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,092 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $75.82 to $76.91 per share. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. 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.