Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inogen IncINGN · Entity 2083 | Director | January 11, 2022 | January 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.
Inogen Inc
Report date January 11, 2022 · Filed January 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,191 |
Reported balance
After 2022-01-11 transaction · row 1
1 source rowRow 1 · 2022-01-11 · Exercise / conversion · Acquired 2,083 · Balance 22,191 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.37 · Expires 2023-10-09 | Direct | 0 |
Reported balance
After 2022-01-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-01-11 · Exercise / conversion · Disposed 2,083 · Balance 0 F1: Subject to reporting person's continuing to be a Service Provider, 1/12th of the total shares subject to the option shall vest on the first day of each month following the vesting commencement date. The vesting commencement date for this option is October 1, 2013. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to reporting person's continuing to be a Service Provider, 1/12th of the total shares subject to the option shall vest on the first day of each month following the vesting commencement date. The vesting commencement date for this option is October 1, 2013.
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 |
|---|---|---|---|---|---|---|
| January 11, 2022 Filed Jan 14, 2022 02:31 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,083 | $0.00 Strike: $8.37 | $0.00 |
DisclosureSEC source: 0001209191-22-003266 · doc4.xml · derivative · entry 2 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,083 shares Expires 2023-10-09 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: Subject to reporting person's continuing to be a Service Provider, 1/12th of the total shares subject to the option shall vest on the first day of each month following the vesting commencement date. The vesting commencement date for this option is October 1, 2013. Read SEC document |
| January 11, 2022 Filed Jan 14, 2022 02:31 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 2,083 | $8.37 | $17,434.71 |
DisclosureSEC source: 0001209191-22-003266 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,191 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 |
| May 10, 2021 Filed May 12, 2021 23:47 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 2,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032223 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,108 F1 · shares: The reported shares were acquired pursuant to a restricted stock unit award, which shall vest on the earlier of (i) the one-year anniversary of the date of grant, or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant, in each case, subject to the reporting person continuing to be a service provider through the applicable vesting date. Read SEC document |
| March 23, 2021 Filed Mar 31, 2021 23:57 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (right to buy) · Derivative | 8,333 | $0.00 Strike: $16.62 | $0.00 |
DisclosureSEC source: 0001209191-21-023876 · doc4.xml · derivative · entry 2 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,333 shares Expires 2021-03-31 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: Subject to the reporting person's continuing service, 1/24th of the total shares subject to the option shall vest every month after April 1, 2014. Read SEC document |
| March 23, 2021 Filed Mar 31, 2021 23:57 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 8,333 | $16.62 | $138,494.46 |
DisclosureSEC source: 0001209191-21-023876 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,354 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 |
| May 11, 2020 Filed May 12, 2020 22:32 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 4,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028628 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,021 F1 · shares: The reported shares were acquired pursuant to a restricted stock unit award, which shall vest on the earlier of (i) the one-year anniversary of the date of grant, or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant, in each case, subject to the Reporting Person continuing to be a service provider through the applicable vesting date. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 21:38 UTC | Inogen Inc INGN · Entity 2083 | PurchaseCommon Stock | 1,000 | $42.93 | $42,930.60 |
DisclosureSEC source: 0001209191-19-048601 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,481 Read SEC document |
| May 09, 2019 Filed May 10, 2019 20:50 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 2,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028988 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,463 F1 · shares: The reported shares were acquired pursuant to a restricted stock unit award, which shall vest on the earlier of (i) the one-year anniversary of the date of grant, or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant, in each case, subject to the reporting person continuing to be a service provider through the applicable vesting date. Read SEC document |
| May 09, 2019 Filed May 22, 2019 01:05 UTC Amendment | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 2,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031887 · doc4a.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,481 F1 · shares: The reported shares were acquired pursuant to a restricted stock unit award, which shall vest on the earlier of (i) the one-year anniversary of the date of grant, or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant, in each case, subject to the reporting person continuing to be a service provider through the applicable vesting date. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 16:53 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $16.62 | $0.00 |
DisclosureSEC source: 0001209191-18-058127 · doc4.xml · derivative · entry 3 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 Underlying: Common Stock · 2,000 shares Expires 2021-03-31 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: Subject to the reporting person's continuing service, 1/24th of the total shares subject to the option shall vest every month after April 1, 2014. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 16:53 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 2,000 | $155.24 | $310,480.00 |
DisclosureSEC source: 0001209191-18-058127 · doc4.xml · nonDerivative · entry 2 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F2 · price: Represents the weighted average share price of an aggregate total of 2,000 shares sold in the price range of $154.75 to $155.66 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 16:53 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 2,000 | $16.62 | $33,240.00 |
DisclosureSEC source: 0001209191-18-058127 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,989 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 |
| August 09, 2018 Filed Aug 14, 2018 00:01 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $16.62 | $0.00 |
DisclosureSEC source: 0001209191-18-046518 · doc4.xml · derivative · entry 7 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,333 Underlying: Common Stock · 2,000 shares Expires 2021-03-31 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. F5 · derivative.exercise_date: Subject to the reporting person's continuing service, 1/24th of the total shares subject to the option shall vest every month after April 1, 2014. Read SEC document |
| August 09, 2018 Filed Aug 14, 2018 00:01 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 49 | $233.05 | $11,419.45 |
DisclosureSEC source: 0001209191-18-046518 · doc4.xml · nonDerivative · entry 6 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. Read SEC document |
| August 09, 2018 Filed Aug 14, 2018 00:01 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 300 | $231.59 | $69,476.31 |
DisclosureSEC source: 0001209191-18-046518 · doc4.xml · nonDerivative · entry 5 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,038 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F4 · price: Represents the weighted average share price of an aggregate total of 300 shares sold in the price range of $231.50 to $231.75 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 09, 2018 Filed Aug 14, 2018 00:01 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 100 | $230.47 | $23,047.00 |
DisclosureSEC source: 0001209191-18-046518 · doc4.xml · nonDerivative · entry 4 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,338 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. Read SEC document |
| August 09, 2018 Filed Aug 14, 2018 00:01 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 830 | $227.94 | $189,193.19 |
DisclosureSEC source: 0001209191-18-046518 · doc4.xml · nonDerivative · entry 3 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,438 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F3 · price: Represents the weighted average share price of an aggregate total of 830 shares sold in the price range of $227.42 to $228.33 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 09, 2018 Filed Aug 14, 2018 00:01 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 721 | $226.92 | $163,606.58 |
DisclosureSEC source: 0001209191-18-046518 · doc4.xml · nonDerivative · entry 2 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,268 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F2 · price: Represents the weighted average share price of an aggregate total of 721 shares sold in the price range of $226.39 to $227.03 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 09, 2018 Filed Aug 14, 2018 00:01 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 2,000 | $16.62 | $33,240.00 |
DisclosureSEC source: 0001209191-18-046518 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,989 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 |
| May 11, 2018 Filed May 15, 2018 23:42 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $16.62 | $0.00 |
DisclosureSEC source: 0001209191-18-030334 · doc4.xml · derivative · entry 4 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,333 Underlying: Common Stock · 1,000 shares Expires 2021-03-31 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. F4 · derivative.exercise_date: Subject to the reporting person's continuing service, 1/24th of the total shares subject to the option shall vest every month after April 1, 2014. F5 · derivative.expiration_date: Previous Form 4 indicated an incorrect expiration date. Read SEC document |
| May 11, 2018 Filed May 15, 2018 23:42 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 1,525 | $181.78 | $277,207.79 |
DisclosureSEC source: 0001209191-18-030334 · doc4.xml · nonDerivative · entry 3 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F3 · price: Represents the weighted average share price of an aggregate total of 1,525 shares sold in the price range of $181.41 to $182.18 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 11, 2018 Filed May 15, 2018 23:42 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 600 | $180.57 | $108,343.98 |
DisclosureSEC source: 0001209191-18-030334 · doc4.xml · nonDerivative · entry 2 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,514 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F2 · price: Represents the weighted average share price of an aggregate total of 600 shares sold in the price range of $180.18 to $180.85 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 11, 2018 Filed May 15, 2018 23:42 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 1,000 | $16.62 | $16,620.00 |
DisclosureSEC source: 0001209191-18-030334 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,114 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 |
| May 10, 2018 Filed May 14, 2018 21:56 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029977 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,114 F1 · shares: The reported shares were acquired pursuant to a restricted stock unit award, which shall vest on the earlier of (i) the one-year anniversary of the date of grant, or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant, in each case, subject to the reporting person continuing to be a service provider through the applicable vesting date. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:43 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 200 | $121.09 | $24,217.00 |
DisclosureSEC source: 0001209191-18-016872 · doc4.xml · nonDerivative · entry 3 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F4 · price: Represents the weighted average share price of an aggregate total of 200 shares sold in the price range of $121.08 to $121.09 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:43 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 1,400 | $119.17 | $166,832.96 |
DisclosureSEC source: 0001209191-18-016872 · doc4.xml · nonDerivative · entry 2 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F3 · price: Represents the weighted average share price of an aggregate total of 1,400 shares sold in the price range of $118.77 to $119.52 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:43 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 400 | $117.66 | $47,065.00 |
DisclosureSEC source: 0001209191-18-016872 · doc4.xml · nonDerivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,725 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2017. F2 · price: Represents the weighted average share price of an aggregate total of 400 shares sold in the price range of $117.60 to $117.85 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 11, 2017 Filed May 12, 2017 17:44 UTC | Inogen Inc INGN · Entity 2083 | GrantStock Option (right to buy) · Derivative | 11,666 | $0.00 Strike: $83.30 | $0.00 |
DisclosureSEC source: 0001209191-17-031813 · doc4.xml · derivative · entry 1 McFarland Loren L · CIK 0001292280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 Underlying: Common Stock · 11,666 shares Expires 2024-05-10 F1 · derivative.exercise_date: Subject to reporting person's continuing to be a Service Provider (as defined in the 2014 Equity Incentive Plan), 1/12th of the total shares subject to the option shall vest monthly, beginning with the first month anniversary after the vesting commencement date, but will vest fully on the date of the next Annual Meeting of the Issuer's stockholders held after the vesting commencement date. The vesting commencement date for this option is May 11, 2017. 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.