Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inogen IncINGN · Entity 2083 | Director · President and CEO | December 01, 2020 | December 03, 2020 |
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 December 01, 2020 · Filed December 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,737 |
Ending reported balance
After 2020-12-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-12-01 · Tax withholding · Disposed 352 · Balance 31,208 F1: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on December 1, 2020. Row 2 · 2020-12-01 · Tax withholding · Disposed 220 · Balance 30,988 F1: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on December 1, 2020. Row 3 · 2020-12-01 · Tax withholding · Disposed 251 · Balance 30,737 F1: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on December 1, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock award that vested on December 1, 2020.
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 |
|---|---|---|---|---|---|---|
| January 16, 2018 Filed Jan 18, 2018 21:59 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 16,952 | $116.31 | $1,971,648.13 |
DisclosureSEC source: 0001209191-18-004292 · doc4.xml · nonDerivative · entry 3 Wilkinson Scott · CIK 0001596082 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,112 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 August 15, 2017. F4 · price: Represents the weighted average share price of an aggregate total of 16,952 shares sold in the price range of $116.000 to $116.745 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 |
| January 16, 2018 Filed Jan 18, 2018 21:59 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 8,043 | $115.54 | $929,264.90 |
DisclosureSEC source: 0001209191-18-004292 · doc4.xml · nonDerivative · entry 2 Wilkinson Scott · CIK 0001596082 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,064 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 August 15, 2017. F3 · price: Represents the weighted average share price of an aggregate total of 8,043 shares sold in the price range of $115.00 to $115.95 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 |
| January 16, 2018 Filed Jan 18, 2018 21:59 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 5,656 | $114.37 | $646,860.32 |
DisclosureSEC source: 0001209191-18-004292 · doc4.xml · nonDerivative · entry 1 Wilkinson Scott · CIK 0001596082 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,107 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 August 15, 2017. F2 · price: Represents the weighted average share price of an aggregate total of 5,656 shares sold in the price range of $114.00 to $114.82 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 |
| August 11, 2017 Filed Aug 15, 2017 21:05 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 13,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049018 · doc4.xml · nonDerivative · entry 1 Wilkinson Scott · CIK 0001596082 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,763 F1 · shares: The reported securities represent shares of restricted stock, 25% of which shall vest on September 1, 2018, and 1/16th of which shall vest every three months thereafter on the 1st day of the month. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:15 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (Right to Buy) · Derivative | 23,437 | $0.00 Strike: $38.54 | $0.00 |
DisclosureSEC source: 0001209191-17-037629 · doc4.xml · derivative · entry 4 Wilkinson Scott · CIK 0001596082 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,563 Underlying: Common Stock · 23,437 shares Expires 2022-05-15 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. F4 · derivative.exercise_date: Subject to the reporting person's continuing service, twenty-five percent (25%) of the shares subject to the option shall vest and become exercisable on the one year anniversary of the vesting commencement date, and thereafter, one forty-eighth (1/48th) of the total shares subject to the option shall vest each month on the same day as the vesting commencement date. The vesting commencement date for this option is May 1, 2015. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:15 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 13,837 | $88.31 | $1,221,953.77 |
DisclosureSEC source: 0001209191-17-037629 · doc4.xml · nonDerivative · entry 3 Wilkinson Scott · CIK 0001596082 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,651 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 August 19, 2016. F3 · price: Represents the weighted average share price of an aggregate total of 13,837 shares sold in the price range of $88.0101 to $88.7550 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 |
| June 01, 2017 Filed Jun 5, 2017 19:15 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 9,600 | $87.70 | $841,962.24 |
DisclosureSEC source: 0001209191-17-037629 · doc4.xml · nonDerivative · entry 2 Wilkinson Scott · CIK 0001596082 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,488 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 August 19, 2016. F2 · price: Represents the weighted average share price of an aggregate total of 9,600 shares sold in the price range of $87.0101 to $88.0001 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 |
| June 01, 2017 Filed Jun 5, 2017 19:15 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 23,437 | $38.54 | $903,261.98 |
DisclosureSEC source: 0001209191-17-037629 · doc4.xml · nonDerivative · entry 1 Wilkinson Scott · CIK 0001596082 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,088 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 |
| March 01, 2017 Filed Mar 4, 2017 00:09 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 600 | $77.59 | $46,551.00 |
DisclosureSEC source: 0001209191-17-018043 · doc4.xml · nonDerivative · entry 5 Wilkinson Scott · CIK 0001596082 · Director · President, and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,651 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 August 19, 2016. F6 · price: Represents the weighted average share price of an aggregate total of 600 shares sold in the price range of $77.46 to $77.71 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 |
| March 01, 2017 Filed Mar 4, 2017 00:09 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 1,100 | $76.37 | $84,007.99 |
DisclosureSEC source: 0001209191-17-018043 · doc4.xml · nonDerivative · entry 4 Wilkinson Scott · CIK 0001596082 · Director · President, and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,251 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 August 19, 2016. F5 · price: Represents the weighted average share price of an aggregate total of 1,100 shares sold in the price range of $76.00 to $76.61 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 |
| March 01, 2017 Filed Mar 4, 2017 00:09 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 2,000 | $75.01 | $150,013.00 |
DisclosureSEC source: 0001209191-17-018043 · doc4.xml · nonDerivative · entry 3 Wilkinson Scott · CIK 0001596082 · Director · President, and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,351 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 August 19, 2016. F4 · price: Represents the weighted average share price of an aggregate total of 2,000 shares sold in the price range of $74.91 to $75.18 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 |
| March 01, 2017 Filed Mar 4, 2017 00:09 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 16,304 | $74.25 | $1,210,575.26 |
DisclosureSEC source: 0001209191-17-018043 · doc4.xml · nonDerivative · entry 2 Wilkinson Scott · CIK 0001596082 · Director · President, and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,351 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 August 19, 2016. F3 · price: Represents the weighted average share price of an aggregate total of 16,304 shares sold in the price range of $73.91 to $74.79 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 |
| March 01, 2017 Filed Mar 4, 2017 00:09 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 19,340 | $73.56 | $1,422,638.80 |
DisclosureSEC source: 0001209191-17-018043 · doc4.xml · nonDerivative · entry 1 Wilkinson Scott · CIK 0001596082 · Director · President, and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,655 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 August 19, 2016. F2 · price: Represents the weighted average share price of an aggregate total of 19,340 shares sold in the price range of $72.915 to $73.900 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 |
| January 13, 2017 Filed Jan 17, 2017 20:42 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (Right to Buy) · Derivative | 23,984 | $0.00 Strike: $0.81 | $0.00 |
DisclosureSEC source: 0001209191-17-003849 · doc4.xml · derivative · entry 4 Wilkinson Scott · CIK 0001596082 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,984 shares Expires 2022-03-28 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: 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 April 1, 2012. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 20:42 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,667 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001209191-17-003849 · doc4.xml · derivative · entry 3 Wilkinson Scott · CIK 0001596082 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,667 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. F1 · 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. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 20:42 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 23,984 | $0.81 | $19,427.04 |
DisclosureSEC source: 0001209191-17-003849 · doc4.xml · nonDerivative · entry 2 Wilkinson Scott · CIK 0001596082 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,995 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 |
| January 13, 2017 Filed Jan 17, 2017 20:42 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 6,667 | $2.40 | $16,000.80 |
DisclosureSEC source: 0001209191-17-003849 · doc4.xml · nonDerivative · entry 1 Wilkinson Scott · CIK 0001596082 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,011 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 01, 2016 Filed Dec 6, 2016 00:34 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionStock Option (Right to Buy) · Derivative | 26,706 | $0.00 Strike: $16.62 | $0.00 |
DisclosureSEC source: 0001209191-16-153524 · doc4.xml · derivative · entry 6 Wilkinson Scott · CIK 0001596082 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,418 Underlying: Common Stock · 26,706 shares Expires 2021-04-01 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. F6 · 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. F7 · derivative.expiration_date: Previous Form 4 indicated an incorrect expiration date. Read SEC document |
| December 01, 2016 Filed Dec 6, 2016 00:34 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 1,801 | $64.22 | $115,657.34 |
DisclosureSEC source: 0001209191-16-153524 · doc4.xml · nonDerivative · entry 5 Wilkinson Scott · CIK 0001596082 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,344 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 August 19, 2016. F5 · price: Represents the weighted average share price of an aggregate total of 1,801 shares sold in the price range of $64.08 to $64.36 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 |
| December 01, 2016 Filed Dec 6, 2016 00:34 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 2,500 | $62.81 | $157,014.00 |
DisclosureSEC source: 0001209191-16-153524 · doc4.xml · nonDerivative · entry 4 Wilkinson Scott · CIK 0001596082 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,145 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 August 19, 2016. F4 · price: Represents the weighted average share price of an aggregate total of 2,500 shares sold in the price range of $62.50 to $63.20 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 |
| December 01, 2016 Filed Dec 6, 2016 00:34 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 9,471 | $61.80 | $585,321.06 |
DisclosureSEC source: 0001209191-16-153524 · doc4.xml · nonDerivative · entry 3 Wilkinson Scott · CIK 0001596082 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,645 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 August 19, 2016. F3 · price: Represents the weighted average share price of an aggregate total of 9,471 shares sold in the price range of $61.50 to $62.31 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 |
| December 01, 2016 Filed Dec 6, 2016 00:34 UTC | Inogen Inc INGN · Entity 2083 | SaleCommon Stock | 12,934 | $60.94 | $788,165.63 |
DisclosureSEC source: 0001209191-16-153524 · doc4.xml · nonDerivative · entry 2 Wilkinson Scott · CIK 0001596082 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,116 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 August 19, 2016. F2 · price: Represents the weighted average share price of an aggregate total of 12,934 shares sold in the price range of $60.45 to $61.40 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 |
| December 01, 2016 Filed Dec 6, 2016 00:34 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 26,706 | $16.62 | $443,853.72 |
DisclosureSEC source: 0001209191-16-153524 · doc4.xml · nonDerivative · entry 1 Wilkinson Scott · CIK 0001596082 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,050 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.