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 |
|---|---|---|---|---|---|---|
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 319 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005084 · doc4.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 · 319 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, 2013 became vested on February 20, 2017 and shares were delivered to reporting person on February 21, 2017. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2013 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 | Tax withholdingCommon Stock | 820 | $101.77 | $83,447.30 |
DisclosureSEC source: 0000899243-17-005084 · doc4.xml · nonDerivative · entry 2 Olson Jennifer · CIK 0001682549 · VP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,106 Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 2,990 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005084 · doc4.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · VP& Mng Dir. D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,926 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 issued on January 31, 2017 under the ALGN ESPP. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 01:37 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,662 | $0.00 Strike: $17.94 | $0.00 |
DisclosureSEC source: 0001293595-16-000014 · primary_doc.xml · derivative · entry 3 Olson Jennifer · CIK 0001682549 · VP & Mgng Dir., D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,662 shares Expires 2017-02-19 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 |
| November 29, 2016 Filed Nov 30, 2016 01:37 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 3,662 | $95.44 | $349,515.93 |
DisclosureSEC source: 0001293595-16-000014 · primary_doc.xml · nonDerivative · entry 2 Olson Jennifer · CIK 0001682549 · VP & Mgng Dir., D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,483 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 01:37 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 3,662 | $17.94 | $65,696.28 |
DisclosureSEC source: 0001293595-16-000014 · primary_doc.xml · nonDerivative · entry 1 Olson Jennifer · CIK 0001682549 · VP & Mgng Dir., D-DCC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,145 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.