Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inari Medical, Inc.NARI · Entity 83035 | 10% owner | November 17, 2020 | November 20, 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.
Inari Medical, Inc.
Report date November 17, 2020 · Filed November 20, 2020
Jointly reported with Presidio Management Group X LLC, US VENTURE PARTNERS X LP, USVP X AFFILIATES LP, FEDERMAN IRWIN, KRAUSZ STEVEN M, Matteucci Paul A, Tansey Casey M
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDirectly owned by USVP X | 5,239,744 |
Reported balance
After 2020-11-17 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2020-11-17 · Other · Disposed 2,245,605 · Balance 5,239,744 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F2: Represents a pro-rata in-kind distribution of the Issuer's common stock held directly by each of U.S. Venture Partners X, L.P. ("USVP") and USVP X Affiliates Fund , L.P. ("AFF X" and, together with USVP X, the "USVP Funds", and may be deemed to have sole voting and dispositive power over the securities held by the USVP Funds. Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectDirectly owned by AFF X | 167,627 |
Reported balance
After 2020-11-17 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2020-11-17 · Other · Disposed 71,840 · Balance 167,627 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F2: Represents a pro-rata in-kind distribution of the Issuer's common stock held directly by each of U.S. Venture Partners X, L.P. ("USVP") and USVP X Affiliates Fund , L.P. ("AFF X" and, together with USVP X, the "USVP Funds", and may be deemed to have sole voting and dispositive power over the securities held by the USVP Funds. Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectDirectly owned by PMG X | 587,851 |
Reported balance
After 2020-11-17 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2020-11-17 · Other · Acquired 587,851 · Balance 587,851 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F3: Represents a pro-rata in-kind distribution of the Issuer's common stock to PMG X from each of the USVP Funds, without additional consideration. Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by PMG X, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectDirectly owned by PMG X | 0 |
Reported balance
After 2020-11-17 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2020-11-17 · Other · Disposed 587,851 · Balance 0 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F4: Represents a pro-rata in-kind distribution of the Issuer's common stock held directly by PMG X, without additional consideration, to its members (the "PMG X Distribution"). Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by PMG X, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectDirectly owned by Federman | 37,268 |
Reported balance
After 2020-11-17 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2020-11-17 · Other · Acquired 37,268 · Balance 37,268 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. |
| Common StockSEC Table I · non-derivative | IndirectDirectly owned by Lewis | 60,883 |
Reported balance
After 2020-11-17 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2020-11-17 · Other · Acquired 60,883 · Balance 60,883 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. |
| Common StockSEC Table I · non-derivative | IndirectDirectly owned by Lewis | 40,883 |
Reported balance
After 2020-11-18 transaction · row 7
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 7 · 2020-11-18 · Sale · Disposed 20,000 · Balance 40,883 F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.52 to $67.32, inclusive for sales on 11/18/2020. The reporting persons undertake to provide the issuer, any security holder of the issuer, 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 ranges set forth in this footnote to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectDirectly held by family trust controlled by Matteucci | 56,173 |
Reported balance
After 2020-11-17 transaction · row 8
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 8 · 2020-11-17 · Other · Acquired 56,173 · Balance 56,173 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. |
| Common StockSEC Table I · non-derivative | IndirectDirectly owned by Tansey | 67,730 |
Reported balance
After 2020-11-17 transaction · row 9
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 9 · 2020-11-17 · Other · Acquired 67,730 · Balance 67,730 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. |
| Common StockSEC Table I · non-derivative | IndirectDirectly held by family trust controlled by Krausz | 11,794 |
Reported balance
After 2020-11-17 transaction · row 10
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 10 · 2020-11-17 · Other · Acquired 11,794 · Balance 11,794 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. |
| Common StockSEC Table I · non-derivative | IndirectDirectly held by Krausz childrens trusts | 34,576 |
Reported balance
After 2020-11-17 transaction · row 11
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 11 · 2020-11-17 · Other · Acquired 34,576 · Balance 34,576 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. F7: Held by affiliated trusts for the benefit of Krausz children. |
| Common StockSEC Table I · non-derivative | IndirectDirectly held by Krausz childrens trusts | 34,576 |
Reported balance
After 2020-11-17 transaction · row 12
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 12 · 2020-11-17 · Other · Acquired 34,576 · Balance 34,576 F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. F7: Held by affiliated trusts for the benefit of Krausz children. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable.
F2: Represents a pro-rata in-kind distribution of the Issuer's common stock held directly by each of U.S. Venture Partners X, L.P. ("USVP") and USVP X Affiliates Fund , L.P. ("AFF X" and, together with USVP X, the "USVP Funds", and may be deemed to have sole voting and dispositive power over the securities held by the USVP Funds. Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein.
F3: Represents a pro-rata in-kind distribution of the Issuer's common stock to PMG X from each of the USVP Funds, without additional consideration. Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by PMG X, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein.
F4: Represents a pro-rata in-kind distribution of the Issuer's common stock held directly by PMG X, without additional consideration, to its members (the "PMG X Distribution"). Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by PMG X, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein.
F5: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.52 to $67.32, inclusive for sales on 11/18/2020. The reporting persons undertake to provide the issuer, any security holder of the issuer, 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 ranges set forth in this footnote to this Form 4.
F7: Held by affiliated trusts for the benefit of Krausz children.
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 |
|---|---|---|---|---|---|---|
| November 18, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | SaleCommon Stock | 20,000 | $66.38 | $1,327,600.00 |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 7 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by Lewis Disclosed balance after: 40,883 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.52 to $67.32, inclusive for sales on 11/18/2020. The reporting persons undertake to provide the issuer, any security holder of the issuer, 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 ranges set forth in this footnote to this Form 4. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 34,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 12 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly held by Krausz childrens trusts Disclosed balance after: 34,576 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5 · ownership.nature: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. F7 · ownership.nature: Held by affiliated trusts for the benefit of Krausz children. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 34,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 11 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly held by Krausz childrens trusts Disclosed balance after: 34,576 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5 · ownership.nature: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. F7 · ownership.nature: Held by affiliated trusts for the benefit of Krausz children. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 11,794 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 10 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly held by family trust controlled by Krausz Disclosed balance after: 11,794 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5 · ownership.nature: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 67,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 9 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by Tansey Disclosed balance after: 67,730 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5 · ownership.nature: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 56,173 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 8 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly held by family trust controlled by Matteucci Disclosed balance after: 56,173 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5 · ownership.nature: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 60,883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 6 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by Lewis Disclosed balance after: 60,883 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5 · ownership.nature: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 37,268 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 5 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by Federman Disclosed balance after: 37,268 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F5 · ownership.nature: Represents a change in the form of ownership from indirect to direct by virtue of the receipt of shares in the PMG X Distribution. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 587,851 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 4 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by PMG X Disclosed balance after: 0 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F4 · ownership.nature: Represents a pro-rata in-kind distribution of the Issuer's common stock held directly by PMG X, without additional consideration, to its members (the "PMG X Distribution"). Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by PMG X, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 587,851 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 3 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by PMG X Disclosed balance after: 587,851 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F3 · ownership.nature: Represents a pro-rata in-kind distribution of the Issuer's common stock to PMG X from each of the USVP Funds, without additional consideration. Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by PMG X, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 71,840 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 2 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by AFF X Disclosed balance after: 167,627 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F2 · ownership.nature: Represents a pro-rata in-kind distribution of the Issuer's common stock held directly by each of U.S. Venture Partners X, L.P. ("USVP") and USVP X Affiliates Fund , L.P. ("AFF X" and, together with USVP X, the "USVP Funds", and may be deemed to have sole voting and dispositive power over the securities held by the USVP Funds. Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 02:12 UTC | Inari Medical, Inc. NARI · Entity 83035 | OtherCommon Stock | 2,245,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001527715-20-000024 · edgar.xml · nonDerivative · entry 1 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by USVP X Disclosed balance after: 5,239,744 F1 · kind: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F1 · price: Represents a pro-rata in-kind distribution of the Issuer's common stock, and not a purchase or sale, without additional consideration to their respective partners, members and assignees, as applicable. F2 · ownership.nature: Represents a pro-rata in-kind distribution of the Issuer's common stock held directly by each of U.S. Venture Partners X, L.P. ("USVP") and USVP X Affiliates Fund , L.P. ("AFF X" and, together with USVP X, the "USVP Funds", and may be deemed to have sole voting and dispositive power over the securities held by the USVP Funds. Jonathan Root, a director of the Issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci, and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds, and disclaim beneficial ownership of such securities, except to the extent of any pecuniary interest therein. Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionSeries C Preferred Stock · Derivative | 72,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · derivative · entry 13 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by AFF X Disclosed balance after: 0 Underlying: Common Stock · 72,887 shares Expires not disclosed 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_price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionSeries C Preferred Stock · Derivative | 2,278,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · derivative · entry 12 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by USVP X Disclosed balance after: 0 Underlying: Common Stock · 2,278,331 shares Expires not disclosed 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_price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionSeries B Preferred Stock · Derivative | 92,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · derivative · entry 11 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by AFF X Disclosed balance after: 0 Underlying: Common Stock · 92,771 shares Expires not disclosed 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_price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionSeries B Preferred Stock · Derivative | 2,899,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · derivative · entry 10 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by USVP X Disclosed balance after: 0 Underlying: Common Stock · 2,899,876 shares Expires not disclosed 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_price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionSeries A Preferred Stock · Derivative | 73,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · derivative · entry 9 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by AFF X Disclosed balance after: 0 Underlying: Common Stock · 73,809 shares Expires not disclosed 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_price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionSeries A Preferred Stock · Derivative | 2,307,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · derivative · entry 8 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by USVP X Disclosed balance after: 0 Underlying: Common Stock · 2,307,142 shares Expires not disclosed 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_price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | PurchaseCommon Stock | 97,962 | $19.00 | $1,861,278.00 |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · nonDerivative · entry 7 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by Casey Tansey Disclosed balance after: 97,962 Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionCommon Stock | 72,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · nonDerivative · entry 6 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by AFF X Disclosed balance after: 239,467 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 · price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionCommon Stock | 92,771 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · nonDerivative · entry 5 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by AFF X Disclosed balance after: 166,580 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 · price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionCommon Stock | 73,809 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · nonDerivative · entry 4 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by AFF X Disclosed balance after: 73,809 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 · price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionCommon Stock | 2,278,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · nonDerivative · entry 3 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by USVP X Disclosed balance after: 7,485,349 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 · price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionCommon Stock | 2,899,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · nonDerivative · entry 2 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by USVP X Disclosed balance after: 5,207,018 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 · price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein Read SEC document |
| May 27, 2020 Filed May 28, 2020 00:56 UTC | Inari Medical, Inc. NARI · Entity 83035 | ConversionCommon Stock | 2,307,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001548538-20-000010 · edgar.xml · nonDerivative · entry 1 Presidio Management Group X LLC · CIK 0001602744 · 10% owner US VENTURE PARTNERS X LP · CIK 0001440514 · 10% owner USVP X AFFILIATES LP · CIK 0001453359 · 10% owner FEDERMAN IRWIN · CIK 0001192391 · 10% owner KRAUSZ STEVEN M · CIK 0001190636 · 10% owner Lewis Richard W. · CIK 0001534399 · 10% owner Matteucci Paul A · CIK 0001370817 · 10% owner Tansey Casey M · CIK 0001474322 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Directly owned by USVP X Disclosed balance after: 2,307,142 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 · price: Each share of the Issuer's preferred stock is convertible on a one-to-one basis into shares of the Issuer's common stock at the holder's election and has no expiration date. The preferred stock will automatically convert into common stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The reported securities are owned directly by each of U.S. Venture Partners X, L.P. ("USVP X") and USVP X Affiliates Fund, L.P. ("AFF X") (together, the "USVP X Funds"). Presidio Management Group X, L.L.C. ("PMG X") is the general partner of each of the USVP X Funds and may be deemed to have sole voting and dispositive power over the reported securities held by the USVP X Funds. Jonathan D. Root, a director of the issuer, Irwin Federman, Steven Krausz, Richard Lewis, Paul Matteucci and Casey Tansey are the managing members of PMG X, who may be deemed to share voting and dispositive power over the reported securities held by the USVP X Funds. Such persons and entities disclaim beneficial ownership of the reported securities held by the USVP X Funds, except to the extent of any pecuniary interest therein 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.