Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MERIT MEDICAL SYSTEMS INCMMSI · Entity 3858 | PRESIDENT, EMEA | March 19, 2021 | March 24, 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.
MERIT MEDICAL SYSTEMS INC
Report date March 19, 2021 · Filed March 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.25 · Expires 2028-03-19 | Direct | 9,681 |
Reported balance
After 2021-03-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-03-19 · Grant · Acquired 9,681 · Balance 9,681 F1: Become exercisable in equal annual installments of 25% commencing on 03/19/2022. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.05 · Expires 2023-01-28 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2021-03-19 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 20,000 F2: Becomes exercisable in equal annual installments of 20% commencing on 01/28/2017. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.20 · Expires 2024-04-14 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2021-03-19 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 25,000 F3: Becomes exercisable in equal annual installments of 20% commencing on 04/14/2018 |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.80 · Expires 2025-03-02 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2021-03-19 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 20,000 F4: Becomes exercisable in equal annual installments of 20% commencing on 03/02/2019. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $55.73 · Expires 2026-03-01 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2021-03-19 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 30,000 F5: Becomes exercisable in equal annual installments of 20% commencing on 03/01/2020. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.71 · Expires 2027-02-26 | Direct | 16,722 |
Reported balance
Holding disclosure · report date 2021-03-19 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 16,722 F6: Becomes exercisable in equal annual installments of 25% commencing on 02/26/2021. |
| Common Stock, No Par ValueSEC Table I · non-derivative | Direct | 2,343 |
Reported balance
Holding disclosure · report date 2021-03-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,343 |
Filing footnotes · ownership attribution and instrument terms
F1: Become exercisable in equal annual installments of 25% commencing on 03/19/2022.
F2: Becomes exercisable in equal annual installments of 20% commencing on 01/28/2017.
F3: Becomes exercisable in equal annual installments of 20% commencing on 04/14/2018
F4: Becomes exercisable in equal annual installments of 20% commencing on 03/02/2019.
F5: Becomes exercisable in equal annual installments of 20% commencing on 03/01/2020.
F6: Becomes exercisable in equal annual installments of 25% commencing on 02/26/2021.
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 |
|---|---|---|---|---|---|---|
| March 19, 2021 Filed Mar 24, 2021 01:35 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 9,681 | $0.00 Strike: $56.25 | $0.00 |
DisclosureSEC source: 0001415889-21-001633 · form4-03232021_060338.xml · derivative · entry 2 Lampropoulos Justin J. · CIK 0001643609 · PRESIDENT, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,681 Underlying: Common Stock · 9,681 shares Expires 2028-03-19 F1 · derivative.exercise_date: Become exercisable in equal annual installments of 25% commencing on 03/19/2022. Read SEC document |
| March 12, 2021 Filed Mar 17, 2021 01:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 20,000 | $0.00 Strike: $17.27 | $0.00 |
DisclosureSEC source: 0001415889-21-001522 · form4-03162021_060327.xml · derivative · entry 5 Lampropoulos Justin J. · CIK 0001643609 · PRESIDENT, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2022-02-13 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: Becomes exercisable in equal annual installments of 20% commencing on 02/13/2016. Read SEC document |
| March 12, 2021 Filed Mar 17, 2021 01:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $12.06 | $0.00 |
DisclosureSEC source: 0001415889-21-001522 · form4-03162021_060327.xml · derivative · entry 4 Lampropoulos Justin J. · CIK 0001643609 · PRESIDENT, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-10-04 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. F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 10/04/2015. Read SEC document |
| March 12, 2021 Filed Mar 17, 2021 01:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 25,000 | $59.58 | $1,489,500.00 |
DisclosureSEC source: 0001415889-21-001522 · form4-03162021_060327.xml · nonDerivative · entry 3 Lampropoulos Justin J. · CIK 0001643609 · PRESIDENT, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,343 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.945 to $59.50, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 12, 2021 Filed Mar 17, 2021 01:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 20,000 | $17.27 | $345,400.00 |
DisclosureSEC source: 0001415889-21-001522 · form4-03162021_060327.xml · nonDerivative · entry 2 Lampropoulos Justin J. · CIK 0001643609 · PRESIDENT, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,343 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 12, 2021 Filed Mar 17, 2021 01:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 5,000 | $12.06 | $60,300.00 |
DisclosureSEC source: 0001415889-21-001522 · form4-03162021_060327.xml · nonDerivative · entry 1 Lampropoulos Justin J. · CIK 0001643609 · PRESIDENT, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,343 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 26, 2021 Filed Mar 2, 2021 23:28 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Tax withholdingCommon Stock, No Par Value | 972 | $55.72 | $54,159.84 |
DisclosureSEC source: 0001415889-21-001176 · form4-03022021_030315.xml · nonDerivative · entry 2 Lampropoulos Justin J. · CIK 0001643609 · PRESIDENT, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,343 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:28 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 3,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001176 · form4-03022021_030315.xml · nonDerivative · entry 1 Lampropoulos Justin J. · CIK 0001643609 · PRESIDENT, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,315 F1 · shares: These shares were acquired upon a determination of the Company's Compensation and Talent Development Committee that certain conditions had been met for the issuance of such shares pursuant to performance stock units that were granted on February 26, 2020. Read SEC document |
| February 26, 2020 Filed Feb 29, 2020 02:38 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantPerformance Share Units · Derivative | 7,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-027400 · a4.xml · derivative · entry 8 Lampropoulos Justin J. · CIK 0001643609 · EXEC. V.P. MKTG & STRATEGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,955 Underlying: Common Stock · 7,955 shares Expires 2023-03-15 F8 · derivative.exercise_price: Each performance share unit represents the Company's commitment to issue one share of Merit Medical Systems, Inc. common stock, subject to achievement of performance criteria. F9 · shares: On February 26, 2020, the reporting person was awarded a target number of performance share units ("PSUs") pursuant to a Performance Stock Unit Award Agreement by and between the Reporting Person and the Issuer. The actual number of PSUs to be awarded to the Reporting Person will be based upon the Issuer's free cash flow measured against its 2020 financial plan over one, two and three-year periods ending December 31, 2020, 2021 and 2022, respectively, and subject to the Reporting Person's continued employment with the Issuer and the conditions set forth in the Stock Unit Award Agreement. F10 · derivative.exercise_date: If earned by the Reporting Person, the PSUs will be awarded not later than March 15 of the year following the Issuer's achievement of the target level of free cash flow, subject to conditions set forth in the Performance Stock Unit Award Agreement. F10 · derivative.expiration_date: If earned by the Reporting Person, the PSUs will be awarded not later than March 15 of the year following the Issuer's achievement of the target level of free cash flow, subject to conditions set forth in the Performance Stock Unit Award Agreement. Read SEC document |
| February 26, 2020 Filed Feb 29, 2020 02:38 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 16,722 | $0.00 Strike: $37.71 | $0.00 |
DisclosureSEC source: 0001104659-20-027400 · a4.xml · derivative · entry 7 Lampropoulos Justin J. · CIK 0001643609 · EXEC. V.P. MKTG & STRATEGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,722 Underlying: Common Stock · 16,722 shares Expires 2027-02-26 F7 · derivative.exercise_date: Becomes exercisable in equal annual installments of 25% commencing on 02/26/2021. Read SEC document |
| June 19, 2019 Filed Jun 20, 2019 22:11 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 8,000 | $0.00 Strike: $13.14 | $0.00 |
DisclosureSEC source: 0000856982-19-000093 · wf-form4_156106868209036.xml · derivative · entry 3 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2020-07-31 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. F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 07/31/2014. Read SEC document |
| June 19, 2019 Filed Jun 20, 2019 22:11 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock | 8,000 | $60.87 | $486,928.00 |
DisclosureSEC source: 0000856982-19-000093 · wf-form4_156106868209036.xml · nonDerivative · entry 2 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.70 to $60.98, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| June 19, 2019 Filed Jun 20, 2019 22:11 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock | 8,000 | $13.14 | $105,120.00 |
DisclosureSEC source: 0000856982-19-000093 · wf-form4_156106868209036.xml · nonDerivative · entry 1 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 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 01, 2019 Filed Mar 5, 2019 23:44 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 30,000 | $0.00 Strike: $55.73 | $0.00 |
DisclosureSEC source: 0000856982-19-000024 · wf-form4_155182943419997.xml · derivative · entry 7 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2026-03-01 F7 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 03/01/2020. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 20:17 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 20,000 | $0.00 Strike: $12.06 | $0.00 |
DisclosureSEC source: 0000856982-18-000086 · wf-form4_154274502775897.xml · derivative · entry 4 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 20,000 shares Expires 2021-10-04 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. F3 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 10/04/2015. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 20:17 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 20,000 | $61.01 | $1,220,200.00 |
DisclosureSEC source: 0000856982-18-000086 · wf-form4_154274502775897.xml · nonDerivative · entry 2 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.155 to $61.400, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 20:17 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 20,000 | $12.06 | $241,200.00 |
DisclosureSEC source: 0000856982-18-000086 · wf-form4_154274502775897.xml · nonDerivative · entry 1 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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, 2018 Filed Jun 7, 2018 20:40 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 14,000 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0000856982-18-000038 · wf-form4_152840401688702.xml · derivative · entry 3 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,000 shares Expires 2018-08-11 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: Becomes exercisable in equal annual installments of 20% commencing on 08/11/2012. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 20:40 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 14,000 | $51.31 | $718,326.00 |
DisclosureSEC source: 0000856982-18-000038 · wf-form4_152840401688702.xml · nonDerivative · entry 2 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.20 to $51.45, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 20:40 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 14,000 | $13.75 | $192,500.00 |
DisclosureSEC source: 0000856982-18-000038 · wf-form4_152840401688702.xml · nonDerivative · entry 1 Lampropoulos Justin J. · CIK 0001643609 · EVP GLOBAL SALES, MKTG & STGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 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 02, 2018 Filed Mar 7, 2018 00:25 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 20,000 | $0.00 Strike: $44.80 | $0.00 |
DisclosureSEC source: 0001179110-18-003698 · edgar.xml · derivative · entry 7 Lampropoulos Justin J. · CIK 0001643609 · EXEC. V.P. MKTG & STRATEGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2025-03-02 F7 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 03/02/2019. Read SEC document |
| April 14, 2017 Filed Apr 18, 2017 23:12 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 25,000 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001179110-17-006052 · edgar.xml · derivative · entry 6 Lampropoulos Justin J. · CIK 0001643609 · EXEC. V.P. MKTG & STRATEGY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2024-04-14 F6 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 04/14/2018. 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.