Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP TECHNOLOGIES INCUFPT · Entity 4409 | Director | June 09, 2021 | June 11, 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.
UFP TECHNOLOGIES INC
Report date June 09, 2021 · Filed June 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 63,518 |
Reported balance
After 2021-06-09 transaction · row 1
1 source rowRow 1 · 2021-06-09 · Grant · Acquired 610 · Balance 63,518 F1: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2022, so long as the recipient continues as a director of the Issuer through the vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $57.34 · Expires 2031-06-09 | Direct | 1,786 |
Reported balance
After 2021-06-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-09 · Grant · Acquired 1,786 · Balance 1,786 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2022, so long as the recipient continues as a director of the Issuer through the vesting 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 |
|---|---|---|---|---|---|---|
| June 09, 2021 Filed Jun 11, 2021 16:50 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantStock Option (Right to Buy) · Derivative | 1,786 | $0.00 Strike: $57.34 | $0.00 |
DisclosureSEC source: 0001240679-21-000046 · edgar.xml · derivative · entry 2 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,786 Underlying: Common Stock, $.01 Par Value · 1,786 shares Expires 2031-06-09 Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 16:50 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantCommon Stock, $.01 Par Value | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001240679-21-000046 · edgar.xml · nonDerivative · entry 1 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,518 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2022, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 20:48 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantStock Option (Right to Buy) · Derivative | 2,482 | $0.00 Strike: $43.95 | $0.00 |
DisclosureSEC source: 0001240679-20-000059 · edgar.xml · derivative · entry 2 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,482 Underlying: Common Stock, $.01 Par Value · 2,482 shares Expires 2030-06-10 Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 20:48 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantCommon Stock, $.01 Par Value | 796 | $0.00 | $0.00 |
DisclosureSEC source: 0001240679-20-000059 · edgar.xml · nonDerivative · entry 1 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,908 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2021, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 21:56 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,295 | $0.00 Strike: $16.32 | $0.00 |
DisclosureSEC source: 0001240679-20-000046 · edgar.xml · derivative · entry 4 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,295 shares Expires 2022-06-14 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 |
| March 16, 2020 Filed Mar 16, 2020 21:56 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,058 | $0.00 Strike: $16.17 | $0.00 |
DisclosureSEC source: 0001240679-20-000046 · edgar.xml · derivative · entry 3 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,058 shares Expires 2021-06-08 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 |
| March 16, 2020 Filed Mar 16, 2020 21:56 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 1,295 | $16.32 | $21,134.40 |
DisclosureSEC source: 0001240679-20-000046 · edgar.xml · nonDerivative · entry 2 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,112 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 |
| March 16, 2020 Filed Mar 16, 2020 21:56 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 2,058 | $16.17 | $33,277.86 |
DisclosureSEC source: 0001240679-20-000046 · edgar.xml · nonDerivative · entry 1 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,817 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 |
| June 05, 2019 Filed Jun 7, 2019 20:34 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantStock Option (Right to Buy) · Derivative | 2,756 | $0.00 Strike: $38.61 | $0.00 |
DisclosureSEC source: 0001373894-19-000055 · edgar.xml · derivative · entry 2 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,756 Underlying: Common Stock, $.01 Par Value · 2,756 shares Expires 2029-06-05 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 20:34 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantCommon Stock, $.01 Par Value | 907 | $0.00 | $0.00 |
DisclosureSEC source: 0001373894-19-000055 · edgar.xml · nonDerivative · entry 1 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,759 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2020, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| June 06, 2018 Filed Jun 7, 2018 20:23 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantStock Option (Right to Buy) · Derivative | 1,724 | $0.00 Strike: $31.20 | $0.00 |
DisclosureSEC source: 0001739481-18-000027 · edgar.xml · derivative · entry 2 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,724 Underlying: Common Stock, $.01 Par Value · 1,724 shares Expires 2028-06-06 Read SEC document |
| June 06, 2018 Filed Jun 7, 2018 20:23 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantCommon Stock, $.01 Par Value | 561 | $0.00 | $0.00 |
DisclosureSEC source: 0001739481-18-000027 · edgar.xml · nonDerivative · entry 1 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,852 F1 · shares: Represents shares issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,500 | $0.00 Strike: $9.25 | $0.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · derivative · entry 12 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 3,500 shares Expires 2020-07-01 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 |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,907 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · derivative · entry 11 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,907 shares Expires 2020-06-09 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. Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,500 | $0.00 Strike: $4.23 | $0.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · derivative · entry 10 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 3,500 shares Expires 2019-07-01 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 |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,734 | $0.00 Strike: $4.13 | $0.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · derivative · entry 9 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 4,734 shares Expires 2019-06-03 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 |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,500 | $0.00 Strike: $10.14 | $0.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · derivative · entry 8 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 3,500 shares Expires 2018-07-01 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 |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,060 | $0.00 Strike: $12.37 | $0.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · derivative · entry 7 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,060 shares Expires 2018-06-04 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. Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 3,500 | $9.25 | $32,375.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · nonDerivative · entry 6 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,291 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 · shares: Represents shares issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 2,907 | $9.09 | $26,424.63 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · nonDerivative · entry 5 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,791 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 · shares: Represents shares issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 3,500 | $4.23 | $14,805.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · nonDerivative · entry 4 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,884 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 · shares: Represents shares issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 4,734 | $4.13 | $19,551.42 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · nonDerivative · entry 3 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,384 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 · shares: Represents shares issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 3,500 | $10.14 | $35,490.00 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · nonDerivative · entry 2 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,650 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 · shares: Represents shares issued under the issuer's 1998 Directors Stock Option Incentive Plan Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 21:40 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 1,060 | $12.37 | $13,112.20 |
DisclosureSEC source: 0001033284-18-000004 · edgar.xml · nonDerivative · entry 1 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,150 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 · shares: Represents shares issued under the issuer's 1998 Directors Stock Option Incentive Plan Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 18:11 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantStock Option (Right to Buy) · Derivative | 2,056 | $0.00 Strike: $27.05 | $0.00 |
DisclosureSEC source: 0001240679-17-000033 · edgar.xml · derivative · entry 2 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,056 Underlying: Common Stock, $.01 Par Value · 2,056 shares Expires 2027-06-06 Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 18:11 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | GrantCommon Stock, $.01 Par Value | 647 | $0.00 | $0.00 |
DisclosureSEC source: 0001240679-17-000033 · edgar.xml · nonDerivative · entry 1 Pierce Robert W Jr · CIK 0001436713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,090 F1 · shares: Represents shares issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan 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.