Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| iRhythm Holdings, Inc.IRTC · Entity 1499 | Director | June 18, 2021 | June 22, 2021 |
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.
iRhythm Holdings, Inc.
Report date June 18, 2021 · Filed June 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,046 |
Reported balance
After 2021-06-18 transaction · row 1
1 source rowRow 1 · 2021-06-18 · Grant · Acquired 2,226 · Balance 5,046 F1: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of IRTC Common Stock. The RSUs fully vest on June 18, 2022. |
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 IRTC Common Stock. The RSUs fully vest on June 18, 2022.
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 18, 2021 Filed Jun 22, 2021 16:59 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 2,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001388658-21-000110 · wf-form4_162439552464121.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,046 F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of IRTC Common Stock. The RSUs fully vest on June 18, 2022. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 20:39 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 1,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001388658-20-000140 · wf-form4_159295915332209.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,820 F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of IRTC Common Stock. The RSUs fully vest on June 19, 2021. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 17:23 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 2,028 | $129.00 | $261,612.00 |
DisclosureSEC source: 0001388658-20-000115 · wf-form4_159165140892929.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,764 Read SEC document |
| May 22, 2019 Filed May 24, 2019 16:04 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 1,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032672 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,792 F1 · shares: The reported securities are represented by restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of IRTC common stock. The RSUs fully vest on May 22, 2020. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 19:25 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,877 | $0.00 Strike: $26.00 | $0.00 |
DisclosureSEC source: 0000899243-18-016272 · doc4.xml · derivative · entry 3 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,877 shares Expires 2026-12-12 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: The option vested and the shares became exercisable according to the following schedule: 1/12 on January 12, 2017 and 1/12 of the shares on each full calendar month thereafter. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 19:25 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 6,877 | $80.41 | $552,979.57 |
DisclosureSEC source: 0000899243-18-016272 · doc4.xml · nonDerivative · entry 2 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,028 Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 19:25 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionCommon Stock | 6,877 | $26.00 | $178,802.00 |
DisclosureSEC source: 0000899243-18-016272 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,905 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 23, 2018 Filed Jun 6, 2018 18:10 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 2,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-015308 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,028 F1 · shares: The reported securities are represented by restricted stock units ("RSUs"), which represents a contingent right to receive shares of IRTC common stock. The RSUs fully vest on May 23, 2019. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 18:21 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,499 | $0.00 Strike: $3.65 | $0.00 |
DisclosureSEC source: 0000899243-18-005522 · doc4.xml · derivative · entry 3 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,499 shares Expires 2024-02-04 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: The option vested and the shares became exercisable according to the following schedule: 1/12 on February 1, 2014 and 1/12 of the shares on each full calendar month thereafter. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 18:21 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 8,499 | $65.55 | $557,109.45 |
DisclosureSEC source: 0000899243-18-005522 · doc4.xml · nonDerivative · entry 2 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 18:21 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionCommon Stock | 8,499 | $3.65 | $31,021.35 |
DisclosureSEC source: 0000899243-18-005522 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,499 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 |
| December 12, 2017 Filed Dec 19, 2017 13:12 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantEmployee Stock Option (right to buy) · Derivative | 2,189 | $0.00 Strike: $52.14 | $0.00 |
DisclosureSEC source: 0000899243-17-029115 · doc4.xml · derivative · entry 2 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,189 Underlying: Common Stock · 2,189 shares Expires 2027-12-12 F2 · derivative.exercise_date: The option vested and the shares became exercisable according to the following schedule: 1/12 on January 12,2018 and 1/12 of the shares on each full calendar month thereafter. Read SEC document |
| December 12, 2017 Filed Dec 19, 2017 13:12 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 958 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-029115 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 958 F1 · shares: The reported securities are represented by restricted stock units ("RSUs"), which represents a contingent right to receive shares of IRTC common stock. The RSUs fully vest on December 12, 2018. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 14:52 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,088 | $0.00 Strike: $8.18 | $0.00 |
DisclosureSEC source: 0000899243-17-021776 · doc4.xml · derivative · entry 3 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,088 shares Expires 2025-12-15 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: The option vested and the shares became exercisable according to the following schedule: 1/12 on February 1, 2016 and 1/12 of the shares on each full calendar month thereafter. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 14:52 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 8,088 | $48.00 | $388,224.00 |
DisclosureSEC source: 0000899243-17-021776 · doc4.xml · nonDerivative · entry 2 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 14:52 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionCommon Stock | 8,088 | $8.18 | $66,159.84 |
DisclosureSEC source: 0000899243-17-021776 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,088 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 |
| September 06, 2017 Filed Sep 7, 2017 20:30 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,661 | $0.00 Strike: $8.18 | $0.00 |
DisclosureSEC source: 0000899243-17-021630 · doc4.xml · derivative · entry 3 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,088 Underlying: Common Stock · 4,661 shares Expires 2025-12-15 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. F2 · derivative.exercise_date: The option vested and the shares became exercisable according to the following schedule: I/I2 on February 1, 2016 and 1/12 of the shares on each full calendar month thereafter. Read SEC document |
| September 06, 2017 Filed Sep 7, 2017 20:30 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 4,661 | $48.02 | $223,821.22 |
DisclosureSEC source: 0000899243-17-021630 · doc4.xml · nonDerivative · entry 2 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.00 to $48.15. The price reported above reflects the weighted average sale 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 |
| September 06, 2017 Filed Sep 7, 2017 20:30 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionCommon Stock | 4,661 | $8.18 | $38,126.98 |
DisclosureSEC source: 0000899243-17-021630 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,661 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 28, 2017 Filed Aug 29, 2017 19:05 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,749 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0000899243-17-021191 · doc4.xml · derivative · entry 3 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,749 shares Expires 2025-01-16 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. F2 · derivative.exercise_date: The option vested and the shares became exercisable according to the following schedule: 1/12 on February 1, 2015 and 1/12 of the shares on each full calendar month thereafter. Read SEC document |
| August 28, 2017 Filed Aug 29, 2017 19:05 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 12,749 | $45.30 | $577,529.70 |
DisclosureSEC source: 0000899243-17-021191 · doc4.xml · nonDerivative · entry 2 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $44.98 to $45.53. The price reported above reflects the weighted average sale 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 |
| August 28, 2017 Filed Aug 29, 2017 19:05 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionCommon Stock | 12,749 | $4.00 | $50,996.00 |
DisclosureSEC source: 0000899243-17-021191 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,749 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 07, 2017 Filed Aug 8, 2017 18:01 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 52,903 | $43.59 | $2,306,041.77 |
DisclosureSEC source: 0000899243-17-019849 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 12, 2016 Filed Aug 8, 2017 12:07 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantEmployee Stock Option (right to buy) · Derivative | 6,877 | $0.00 Strike: $26.00 | $0.00 |
DisclosureSEC source: 0000899243-17-019830 · doc4.xml · derivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,877 Underlying: Common Stock · 6,877 shares Expires 2026-12-12 F1 · derivative.exercise_date: The option vests in twelve equal monthly installments beginning on January 12, 2017. Read SEC document |
| October 25, 2016 Filed Oct 25, 2016 13:18 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | ConversionSeries E Convertible Preferred Stock · Derivative | 34,205 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-032254 · doc4.xml · derivative · entry 2 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,205 shares Expires not disclosed 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_price: The Series E Convertible Preferred Stock converted into Common Stock on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: The Series E Convertible Preferred Stock converted into Common Stock on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: The Series E Convertible Preferred Stock converted into Common Stock on a 1-for-1 basis and had no expiration date. F2 · derivative.underlying_shares: Reflects 5.882698 for 1 reverse stock split which became effective on October 5, 2016. Read SEC document |
| October 25, 2016 Filed Oct 25, 2016 13:18 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | ConversionCommon Stock | 34,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-032254 · doc4.xml · nonDerivative · entry 1 Scott Raymond W. · CIK 0001669477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,903 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 · price: The Series E Convertible Preferred Stock converted into Common Stock on a 1-for-1 basis and had no expiration date. F2 · balance_after: Reflects 5.882698 for 1 reverse stock split which became effective on October 5, 2016. 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.