Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director | March 03, 2020 | March 05, 2020 |
| ICAD INCICAD · Entity 77446 | Director | January 01, 2022 | January 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.
AFFILIATED MANAGERS GROUP, INC.
Report date March 03, 2020 · Filed March 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 206,589 |
Ending reported balance
After 2020-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-03 · Grant · Acquired 11,366 · Balance 210,866 F1: Award granted in January 2017, a portion of which vested and settled following the achievement of certain performance conditions previously described in the Company's annual meeting proxy statements. Row 2 · 2020-03-03 · Tax withholding · Disposed 4,277 · Balance 206,589 F2: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the January 2017 award. |
Filing footnotes · ownership attribution and instrument terms
F1: Award granted in January 2017, a portion of which vested and settled following the achievement of certain performance conditions previously described in the Company's annual meeting proxy statements.
F2: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the January 2017 award.
ICAD INC
Report date January 01, 2022 · Filed January 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.20 · Expires 2027-01-01 | Direct | 30,000 |
Reported balance
After 2022-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-01-01 · Grant · Acquired 30,000 · Balance 30,000 F1: The shares underlying the option vest quarterly over a period of 12 months from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying the option vest quarterly over a period of 12 months from the grant 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 |
|---|---|---|---|---|---|---|
| December 09, 2016 Filed Jan 3, 2017 22:43 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 12,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000105 · edgar.xml · nonDerivative · entry 5 DALTON NATHANIEL · CIK 0001201030 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 20,212 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 22:21 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $62.91 | $0.00 |
DisclosureSEC source: 0001179110-16-031968 · edgar.xml · derivative · entry 5 DALTON NATHANIEL · CIK 0001201030 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2017-07-20 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 |
| November 18, 2016 Filed Nov 22, 2016 22:21 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 51,020 | $141.57 | $7,222,901.40 |
DisclosureSEC source: 0001179110-16-031968 · edgar.xml · nonDerivative · entry 2 DALTON NATHANIEL · CIK 0001201030 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,707 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 22:21 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 75,000 | $62.91 | $4,718,250.00 |
DisclosureSEC source: 0001179110-16-031968 · edgar.xml · nonDerivative · entry 1 DALTON NATHANIEL · CIK 0001201030 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,727 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 24, 2016 Filed Nov 22, 2016 22:21 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 1,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031968 · edgar.xml · nonDerivative · entry 4 DALTON NATHANIEL · CIK 0001201030 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 33,166 Read SEC document |
| August 08, 2016 Filed Nov 22, 2016 22:21 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 6,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031968 · edgar.xml · nonDerivative · entry 3 DALTON NATHANIEL · CIK 0001201030 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 34,576 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.