Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inogen IncINGN · Entity 2083 | EVP, Marketing | March 15, 2021 | March 16, 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.
Inogen Inc
Report date March 15, 2021 · Filed March 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,327 |
Ending reported balance
After 2021-03-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-03-15 · Exercise / conversion · Acquired 7,102 · Balance 44,429 Row 2 · 2021-03-15 · Sale · Disposed 4,050 · Balance 40,379 F1: Represents the weighted average share price of an aggregate total of 4,050 shares sold in the price range of $51.10 to $52.10 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2021-03-15 · Sale · Disposed 3,052 · Balance 37,327 F2: Represents the weighted average share price of an aggregate total of 3,052 shares sold in the price range of $52.11 to $52.42 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.62 · Expires 2021-03-31 | Direct | 0 |
Reported balance
After 2021-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-03-15 · Exercise / conversion · Disposed 7,102 · Balance 0 F3: Subject to the reporting person's continuing service, one forty-eighth (1/48th) of the total shares subject to the option shall vest every month after March 1, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average share price of an aggregate total of 4,050 shares sold in the price range of $51.10 to $52.10 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: Represents the weighted average share price of an aggregate total of 3,052 shares sold in the price range of $52.11 to $52.42 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F3: Subject to the reporting person's continuing service, one forty-eighth (1/48th) of the total shares subject to the option shall vest every month after March 1, 2014.
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 |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 2, 2017 02:08 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $16.62 | $0.00 |
DisclosureSEC source: 0001209191-17-016228 · doc4.xml · derivative · entry 3 Myers Byron · CIK 0001596086 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,791 Underlying: Common Stock · 10,000 shares Expires 2021-03-31 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: Subject to the reporting person's continuing service, 1/48th of the total shares subject to the option shall vest every month after March 1, 2014. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 02:08 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 10,000 | $70.00 | $700,000.00 |
DisclosureSEC source: 0001209191-17-016228 · doc4.xml · nonDerivative · entry 2 Myers Byron · CIK 0001596086 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,185 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2016. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 02:08 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 10,000 | $16.62 | $166,200.00 |
DisclosureSEC source: 0001209191-17-016228 · doc4.xml · nonDerivative · entry 1 Myers Byron · CIK 0001596086 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,185 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 10, 2017 Filed Feb 14, 2017 22:39 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $16.62 | $0.00 |
DisclosureSEC source: 0001209191-17-010598 · doc4.xml · derivative · entry 3 Myers Byron · CIK 0001596086 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,791 Underlying: Common Stock · 5,000 shares Expires 2021-03-31 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: Subject to the reporting person's continuing service, 1/48th of the total shares subject to the option shall vest every month after March 1, 2014. F3 · derivative.expiration_date: Previous Form 4 incorrectly reported the expiration date. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:39 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 5,000 | $67.07 | $335,350.00 |
DisclosureSEC source: 0001209191-17-010598 · doc4.xml · nonDerivative · entry 2 Myers Byron · CIK 0001596086 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,185 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 8, 2016. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:39 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 5,000 | $16.62 | $83,100.00 |
DisclosureSEC source: 0001209191-17-010598 · doc4.xml · nonDerivative · entry 1 Myers Byron · CIK 0001596086 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,185 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 16, 2016 Filed Sep 19, 2016 23:36 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (right to buy) · Derivative | 6,200 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001209191-16-142083 · doc4.xml · derivative · entry 3 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,798 Underlying: Common Stock · 6,200 shares Expires 2018-03-27 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: Subject to the reporting person's continuing service, one forty-eighth (1/48th) of the shares subject to the option shall vest each month on the same day as the vesting commencement date, such that the shares subject to the option shall become fully vested and exercisable on the fourth (4th) anniversary of the vesting commencement date. The vesting commencement date for this option is January 1, 2008. This option is fully vested as of January 1, 2012. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 23:36 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 6,200 | $60.04 | $372,230.02 |
DisclosureSEC source: 0001209191-16-142083 · doc4.xml · nonDerivative · entry 2 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,185 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2015. F2 · price: Represents the weighted average share price of an aggregate total of 6,200 shares sold in the price range of $60.00 to $60.10 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 23:36 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 6,200 | $2.40 | $14,880.00 |
DisclosureSEC source: 0001209191-16-142083 · doc4.xml · nonDerivative · entry 1 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,385 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 09, 2016 Filed Sep 12, 2016 17:02 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (right to buy) · Derivative | 3,400 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001209191-16-140899 · doc4.xml · derivative · entry 6 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,998 Underlying: Common Stock · 3,400 shares Expires 2018-03-27 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. F4 · derivative.exercise_date: Subject to the reporting person's continuing service, one forty-eighth (1/48th) of the shares subject to the option shall vest each month on the same day as the vesting commencement date, such that the shares subject to the option shall become fully vested and exercisable on the fourth (4th) anniversary of the vesting commencement date. The vesting commencement date for this option is January 1, 2008. This option is fully vested as of January 1, 2012. Read SEC document |
| September 09, 2016 Filed Sep 12, 2016 17:02 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 3,400 | $60.08 | $204,262.14 |
DisclosureSEC source: 0001209191-16-140899 · doc4.xml · nonDerivative · entry 4 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,185 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2015. F3 · price: Represents the weighted average share price of an aggregate total of 3,400 shares sold in the price range of $60.00 to $60.45 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 09, 2016 Filed Sep 12, 2016 17:02 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 3,400 | $2.40 | $8,160.00 |
DisclosureSEC source: 0001209191-16-140899 · doc4.xml · nonDerivative · entry 3 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,585 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 08, 2016 Filed Sep 12, 2016 17:02 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (right to buy) · Derivative | 400 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001209191-16-140899 · doc4.xml · derivative · entry 5 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,398 Underlying: Common Stock · 400 shares Expires 2018-03-27 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. F4 · derivative.exercise_date: Subject to the reporting person's continuing service, one forty-eighth (1/48th) of the shares subject to the option shall vest each month on the same day as the vesting commencement date, such that the shares subject to the option shall become fully vested and exercisable on the fourth (4th) anniversary of the vesting commencement date. The vesting commencement date for this option is January 1, 2008. This option is fully vested as of January 1, 2012. Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 17:02 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 400 | $60.00 | $24,001.00 |
DisclosureSEC source: 0001209191-16-140899 · doc4.xml · nonDerivative · entry 2 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,185 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2015. F2 · price: Represents the weighted average share price of an aggregate total of 400 shares sold in the price range of $60.00 to $60.01 by the reporting person. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 17:02 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 400 | $2.40 | $960.00 |
DisclosureSEC source: 0001209191-16-140899 · doc4.xml · nonDerivative · entry 1 Myers Byron · CIK 0001596086 · Vice President, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,585 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.