Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALIGN TECHNOLOGY INCALGN · Entity 3488 | SVP & Mng Dir Cust Service | November 06, 2020 | November 10, 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.
ALIGN TECHNOLOGY INC
Report date November 06, 2020 · Filed November 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,277 |
Reported balance
After 2020-11-06 transaction · row 1
1 source rowRow 1 · 2020-11-06 · Gift · Disposed 100 · Balance 2,277 |
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 06, 2020 Filed Nov 10, 2020 00:02 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-057502 · doc4.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,277 Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 23:56 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 2,100 | $479.76 | $1,007,485.50 |
DisclosureSEC source: 0001209191-20-057203 · doc4.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,377 Read SEC document |
| October 26, 2020 Filed Oct 29, 2020 00:21 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 2,100 | $465.00 | $976,500.00 |
DisclosureSEC source: 0001209191-20-056155 · doc4.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,477 Read SEC document |
| May 22, 2020 Filed May 26, 2020 22:26 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 1,962 | $243.58 | $477,903.96 |
DisclosureSEC source: 0001209191-20-032160 · doc4.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,006 Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 6,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · derivative · entry 9 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,740 Underlying: Common Stock · 6,740 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F9 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F9 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 1,328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · derivative · entry 8 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,328 Underlying: Common Stock · 1,328 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F8 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2020 will become vested on February 20, 2021 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F8 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2020 will become vested on February 20, 2021 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 8,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · derivative · entry 7 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,600 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F7 · derivative.exercise_date: The market stock unit granted on February 20, 2017 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. F7 · derivative.expiration_date: The market stock unit granted on February 20, 2017 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · derivative · entry 6 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,116 Underlying: Common Stock · 372 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2019 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2019 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · derivative · entry 5 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 Underlying: Common Stock · 350 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F5 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2018 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will annually and shares will be delivered to reporting person on each vest date. F5 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2018 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · derivative · entry 4 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,075 Underlying: Common Stock · 1,075 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F4 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will annually and shares will be delivered to reporting person on each vest date. F4 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 228 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · derivative · entry 3 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 228 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2020 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 4,178 | $272.49 | $1,138,463.22 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · nonDerivative · entry 2 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,968 Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 10,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012268 · doc4.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,146 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 · balance_after: Includes 123 shares acquired under the ALGN ESPP on January 31, 2020. Read SEC document |
| November 20, 2019 Filed Jan 22, 2020 00:04 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0001593575-20-000002 · primary_doc.xml · nonDerivative · entry 2 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,398 Read SEC document |
| November 11, 2019 Filed May 26, 2020 22:26 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032160 · doc4.xml · nonDerivative · entry 8 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,577 F1 · balance_after: This transaction represents a previously unreported gift by reporting person. Read SEC document |
| November 08, 2019 Filed Jan 22, 2020 00:04 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001593575-20-000002 · primary_doc.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,437 Read SEC document |
| November 08, 2019 Filed May 26, 2020 22:26 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032160 · doc4.xml · nonDerivative · entry 7 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,657 F1 · balance_after: This transaction represents a previously unreported gift by reporting person. Read SEC document |
| May 16, 2019 Filed May 20, 2019 22:38 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 3,291 | $331.89 | $1,092,236.17 |
DisclosureSEC source: 0001682549-19-000002 · primary_doc.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,515 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 7,443 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004550 · doc4.xml · derivative · entry 8 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,443 Underlying: Common Stock · 7,443 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F8 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F8 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 1,488 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004550 · doc4.xml · derivative · entry 7 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,488 Underlying: Common Stock · 1,488 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F7 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2019 will become vested on February 20, 2020 and shares will be delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F7 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2019 will become vested on February 20, 2020 and shares will be delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004550 · doc4.xml · derivative · entry 6 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 Underlying: Common Stock · 350 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2018 became vested on February 20, 2019 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2018 became vested on February 20, 2019 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004550 · doc4.xml · derivative · entry 5 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,150 Underlying: Common Stock · 1,075 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F5 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2019 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F5 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2019 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 228 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004550 · doc4.xml · derivative · entry 4 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228 Underlying: Common Stock · 228 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F4 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2019 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F4 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2019 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 583 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004550 · doc4.xml · derivative · entry 3 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 583 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2015 became vested on February 20, 2019 and shares were delivered to reporting person on such vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2015 became vested on February 20, 2019 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 606 | $253.79 | $153,796.74 |
DisclosureSEC source: 0000899243-19-004550 · doc4.xml · nonDerivative · entry 2 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,806 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 2,236 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004550 · doc4.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,412 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 · balance_after: Includes 257 shares acquired on January 31, 2019 under the ALGN ESPP. Read SEC document |
| June 01, 2018 Filed May 26, 2020 22:26 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032160 · doc4.xml · nonDerivative · entry 6 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,660 F1 · balance_after: This transaction represents a previously unreported gift by reporting person. Read SEC document |
| May 31, 2018 Filed May 31, 2018 22:41 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 1,505 | $334.05 | $502,746.76 |
DisclosureSEC source: 0001288257-18-000017 · primary_doc.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,919 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $334.0194 to $334.17, inclusive. The reporting person undertakes to provide Align Technology, Inc., any security holder of Align Technology Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 31, 2018 Filed May 26, 2020 22:26 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032160 · doc4.xml · nonDerivative · entry 5 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,750 F1 · balance_after: This transaction represents a previously unreported gift by reporting person. Read SEC document |
| May 07, 2018 Filed May 8, 2018 22:03 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 4,063 | $263.99 | $1,072,591.78 |
DisclosureSEC source: 0001234778-18-000002 · primary_doc.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,424 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:13 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 7,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005088 · doc4.xml · derivative · entry 8 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F8 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F8 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:13 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 1,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005088 · doc4.xml · derivative · entry 7 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 1,400 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F7 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2018 will become vested on February 20, 2019 and shares will be delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F7 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2018 will become vested on February 20, 2019 and shares will be delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:13 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005088 · doc4.xml · derivative · entry 6 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,225 Underlying: Common Stock · 1,075 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:13 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 228 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005088 · doc4.xml · derivative · entry 5 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456 Underlying: Common Stock · 228 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F5 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F5 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:13 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 583 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005088 · doc4.xml · derivative · entry 4 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 Underlying: Common Stock · 583 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F4 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2015 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F4 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2015 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:13 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005088 · doc4.xml · derivative · entry 3 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 625 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2014 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2014 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:13 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 678 | $255.45 | $173,195.10 |
DisclosureSEC source: 0000899243-18-005088 · doc4.xml · nonDerivative · entry 2 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,487 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:13 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 2,511 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005088 · doc4.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · SVP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,165 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 · balance_after: Includes 453 shares acquired on July 31, 2017 under the ALGN ESPP and 257 shares acquired on January 31, 2018 under the ALGN ESPP. Read SEC document |
| November 22, 2017 Filed May 26, 2020 22:26 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032160 · doc4.xml · nonDerivative · entry 4 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,810 F1 · balance_after: This transaction represents a previously unreported gift by reporting person. Read SEC document |
| November 10, 2017 Filed May 26, 2020 22:26 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032160 · doc4.xml · nonDerivative · entry 3 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,849 F1 · balance_after: This transaction represents a previously unreported gift by reporting person. Read SEC document |
| November 09, 2017 Filed May 26, 2020 22:26 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032160 · doc4.xml · nonDerivative · entry 2 Olson Jennifer · CIK 0001682549 · SVP & Mng Dir Cust Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,927 F1 · balance_after: This transaction represents a previously unreported gift by reporting person. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:28 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 401 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001675043-17-000002 · primary_doc.xml · derivative · entry 3 Olson Jennifer · CIK 0001682549 · VP & Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 401 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: Represents par value of ALGN common stock F2 · derivative.exercise_date: 1/4th of the restricted stock unit granted on June 3, 2013 became vested on June 20, 2017 and shares were delivered to reporting person. F2 · derivative.expiration_date: 1/4th of the restricted stock unit granted on June 3, 2013 became vested on June 20, 2017 and shares were delivered to reporting person. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:28 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 110 | $146.99 | $16,168.90 |
DisclosureSEC source: 0001675043-17-000002 · primary_doc.xml · nonDerivative · entry 2 Olson Jennifer · CIK 0001682549 · VP & Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,397 Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:28 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001675043-17-000002 · primary_doc.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · VP & Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,507 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 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 8,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005084 · doc4.xml · derivative · entry 9 Olson Jennifer · CIK 0001682549 · VP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,600 Underlying: Common Stock · 8,600 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F9 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F9 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 4,300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005084 · doc4.xml · derivative · entry 8 Olson Jennifer · CIK 0001682549 · VP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Underlying: Common Stock · 4,300 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F8 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2017 will become vested on February 20, 2018 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F8 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2017 will become vested on February 20, 2018 and shares were delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 229 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005084 · doc4.xml · derivative · entry 7 Olson Jennifer · CIK 0001682549 · VP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684 Underlying: Common Stock · 229 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F7 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F7 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2016 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 583 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005084 · doc4.xml · derivative · entry 6 Olson Jennifer · CIK 0001682549 · VP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 583 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2015 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2015 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,234 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005084 · doc4.xml · derivative · entry 5 Olson Jennifer · CIK 0001682549 · VP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,234 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F5 · derivative.exercise_date: 2/3rd of the restricted stock unit granted on February 20, 2014 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. F5 · derivative.expiration_date: 2/3rd of the restricted stock unit granted on February 20, 2014 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005084 · doc4.xml · derivative · entry 4 Olson Jennifer · CIK 0001682549 · VP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 625 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F4 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2014 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F4 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2014 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. 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.