Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Director | May 05, 2021 | May 07, 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.
AtriCure, Inc.
Report date May 05, 2021 · Filed May 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 140,886 |
Reported balance
After 2021-05-05 transaction · row 1
1 source rowRow 1 · 2021-05-05 · Exercise / conversion · Acquired 10,000 · Balance 140,886 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.17 · Expires 2021-05-18 | Direct | 0 |
Reported balance
After 2021-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-05-05 · Exercise / conversion · Disposed 10,000 · Balance 0 F2: These options were granted on May 18, 2011 and are exercisable cumulatively at a rate of 33% per annum beginning one year from date of grant. |
| Common StockSEC Table I · non-derivative | IndirectHeld by spouse | 1,800 |
Reported balance
Holding disclosure · report date 2021-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,800 F1: The Reporting Person disclaims beneficial ownership of these securities, except as to his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person disclaims beneficial ownership of these securities, except as to his pecuniary interest therein.
F2: These options were granted on May 18, 2011 and are exercisable cumulatively at a rate of 33% per annum beginning one year from date of grant.
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 |
|---|---|---|---|---|---|---|
| May 05, 2021 Filed May 7, 2021 08:07 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $14.17 | $0.00 |
DisclosureSEC source: 0001209191-21-030782 · doc4.xml · derivative · entry 3 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2021-05-18 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: These options were granted on May 18, 2011 and are exercisable cumulatively at a rate of 33% per annum beginning one year from date of grant. Read SEC document |
| May 05, 2021 Filed May 7, 2021 08:07 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 10,000 | $14.17 | $141,700.00 |
DisclosureSEC source: 0001209191-21-030782 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,886 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 20, 2020 Filed May 22, 2020 08:26 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 2,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031560 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,886 F1 · shares: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The shares will vest upon the one-year anniversary of the grant date. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 08:03 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $5.15 | $0.00 |
DisclosureSEC source: 0001209191-20-026085 · doc4.xml · derivative · entry 3 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2020-05-19 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: These options were granted on May 19, 2010 and are exercisable cumulatively at a rate of 33% per annum beginning one year from date of grant. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 08:03 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 10,000 | $5.15 | $51,500.00 |
DisclosureSEC source: 0001209191-20-026085 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,434 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 22, 2019 Filed May 24, 2019 08:41 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 4,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032558 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,434 F1 · shares: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The shares will vest upon the one-year anniversary of the grant date. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 06:51 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $2.58 | $0.00 |
DisclosureSEC source: 0001209191-19-022122 · doc4.xml · derivative · entry 3 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2019-05-21 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: These options were granted on May 21, 2009 and are exercisable cumulatively at a rate of 33% per annum beginning one year from date of grant. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 06:51 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 10,000 | $2.58 | $25,800.00 |
DisclosureSEC source: 0001209191-19-022122 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,226 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 22, 2018 Filed May 24, 2018 16:40 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 5,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033000 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,226 F1 · shares: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The shares will vest upon the one-year anniversary of the grant date. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 16:49 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.10 | $0.00 |
DisclosureSEC source: 0001209191-18-015732 · doc4.xml · derivative · entry 3 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2018-05-28 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 was granted on May 28, 2008 and is exercisable cumulatively at a rate of 33% per annum beginning one year from date of grant. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 16:49 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 10,000 | $10.10 | $101,000.00 |
DisclosureSEC source: 0001209191-18-015732 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,005 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 07, 2017 Filed Jun 8, 2017 16:12 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $9.50 | $0.00 |
DisclosureSEC source: 0001209191-17-038527 · doc4.xml · derivative · entry 3 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2017-06-20 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. F2 · derivative.exercise_date: These options were granted on June 20, 2007 and are exercisable cumulatively at a rate of 33% per annum beginning one year from date of grant. Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 16:12 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 10,000 | $9.50 | $95,000.00 |
DisclosureSEC source: 0001209191-17-038527 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,005 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 24, 2017 Filed May 25, 2017 16:48 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 5,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035451 · doc4.xml · nonDerivative · entry 1 Lanning Mark R · CIK 0001353679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,005 F1 · security: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 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.