Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orthofix Medical Inc.OFIX · Entity 1975 | President, Global Orthopedics | April 01, 2022 | April 05, 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.
Orthofix Medical Inc.
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,716 |
Reported balance
After 2022-04-01 transaction · row 1
1 source rowRow 1 · 2022-04-01 · Tax withholding · Disposed 687 · Balance 25,716 |
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 |
|---|---|---|---|---|---|---|
| April 01, 2022 Filed Apr 5, 2022 23:52 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 687 | $33.04 | $22,698.48 |
DisclosureSEC source: 0001209191-22-023347 · doc4.xml · nonDerivative · entry 1 Gonsalves Paul · CIK 0001824319 · President, Global Orthopedics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,716 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:51 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 9,836 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006838 · doc4.xml · derivative · entry 2 Gonsalves Paul · CIK 0001824319 · President, Global Orthopedics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,836 Underlying: Common Stock · 9,836 shares Expires not disclosed F2 · derivative.exercise_date: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achieved product revenues for the 2023 fiscal year (the "Product Revenue Vesting Percentage"), as modified by a total shareholder return ("TSR") modifier (the "TSR Modifier"). The amount in the table above represents the target number of PSUs granted. The performance period of the grant is 2/1/22-1/31/25. The Product Revenue Vesting Percentage can be achieved within a range of 50% to 200% of target, based upon the level of recognized revenues. If the Product Revenue Vesting Percentage is achieved at or above the threshold level, it shall be multiplied by the TSR Modifier (ranging from 0.75 to 1.25), which shall be determined based on the Company's relative TSR during the performance period as compared to a specified peer group. F2 · derivative.expiration_date: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achieved product revenues for the 2023 fiscal year (the "Product Revenue Vesting Percentage"), as modified by a total shareholder return ("TSR") modifier (the "TSR Modifier"). The amount in the table above represents the target number of PSUs granted. The performance period of the grant is 2/1/22-1/31/25. The Product Revenue Vesting Percentage can be achieved within a range of 50% to 200% of target, based upon the level of recognized revenues. If the Product Revenue Vesting Percentage is achieved at or above the threshold level, it shall be multiplied by the TSR Modifier (ranging from 0.75 to 1.25), which shall be determined based on the Company's relative TSR during the performance period as compared to a specified peer group. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:51 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 9,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006838 · doc4.xml · nonDerivative · entry 1 Gonsalves Paul · CIK 0001824319 · President, Global Orthopedics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,403 F1 · shares: Represents time-based vesting restricted stock units that vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, February 1, 2022. Read SEC document |
| September 11, 2021 Filed Sep 13, 2021 22:02 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 1,045 | $40.59 | $42,416.55 |
DisclosureSEC source: 0001209191-21-055721 · doc4.xml · nonDerivative · entry 1 Gonsalves Paul · CIK 0001824319 · President, Global Orthopedics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,567 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:40 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 6,988 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025424 · doc4.xml · derivative · entry 2 Gonsalves Paul · CIK 0001824319 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,988 Underlying: Common Stock · 6,988 shares Expires not disclosed F2 · derivative.exercise_date: Represents market-based vesting performance stock units ("PSUs") that will settle as common stock on a one-for-one basis. The performance period of the grant is defined as April 1, 2021 to April 1, 2024. The PSUs will vest based on the percentile rank of the Company's total shareholder return ("TSR") over the performance period in relation to the TSR of the specified index companies. The index companies are based upon the companies included within the S&P 600 Health Care Equipment & Services Industry Group Index (S6HCES) as of April 1, 2021, the grant date. In the event that the Company's TSR ranks at the 75th percentile or greater for the performance period, 200% of the PSUs will vest. In the event that the Company's TSR ranks between the 50th percentile and the 75th percentile, 100-200% of the PSUs will vest and 50-100% of the PSUs will vest if the Company's TSR ranks between the 25th percentile and 50th percentile. No PSUs will vest if the Company ranks below the 25th percentile. F2 · derivative.expiration_date: Represents market-based vesting performance stock units ("PSUs") that will settle as common stock on a one-for-one basis. The performance period of the grant is defined as April 1, 2021 to April 1, 2024. The PSUs will vest based on the percentile rank of the Company's total shareholder return ("TSR") over the performance period in relation to the TSR of the specified index companies. The index companies are based upon the companies included within the S&P 600 Health Care Equipment & Services Industry Group Index (S6HCES) as of April 1, 2021, the grant date. In the event that the Company's TSR ranks at the 75th percentile or greater for the performance period, 200% of the PSUs will vest. In the event that the Company's TSR ranks between the 50th percentile and the 75th percentile, 100-200% of the PSUs will vest and 50-100% of the PSUs will vest if the Company's TSR ranks between the 25th percentile and 50th percentile. No PSUs will vest if the Company ranks below the 25th percentile. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:40 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 6,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025424 · doc4.xml · nonDerivative · entry 1 Gonsalves Paul · CIK 0001824319 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,612 F1 · shares: Represents time-based vesting restricted stock units that vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 1, 2021. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 22:11 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 32,945 | $0.00 Strike: $28.24 | $0.00 |
DisclosureSEC source: 0001209191-20-050324 · doc4.xml · derivative · entry 2 Gonsalves Paul · CIK 0001824319 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,945 Underlying: Common Stock · 32,945 shares Expires 2030-09-11 F2 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, September 11, 2020. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 22:11 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 10,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050324 · doc4.xml · nonDerivative · entry 1 Gonsalves Paul · CIK 0001824319 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,624 F1 · shares: Represents time-based vesting restricted stock units that vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, September 11, 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.