Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALIGN TECHNOLOGY INCALGN · Entity 3488 | SVp, R&D and CTO | November 04, 2020 | November 04, 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 04, 2020 · Filed November 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,716 |
Ending reported balance
After 2020-11-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-11-04 · Sale · Disposed 100 · Balance 36,502 Row 2 · 2020-11-04 · Sale · Disposed 22,786 · Balance 13,716 |
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 04, 2020 Filed Nov 4, 2020 23:58 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 22,786 | $481.00 | $10,960,066.00 |
DisclosureSEC source: 0001209191-20-057003 · doc4.xml · nonDerivative · entry 2 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,716 Read SEC document |
| November 04, 2020 Filed Nov 4, 2020 23:58 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 100 | $481.02 | $48,102.00 |
DisclosureSEC source: 0001209191-20-057003 · doc4.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,502 Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 9,805 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · derivative · entry 9 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,805 Underlying: Common Stock · 9,805 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 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 1,932 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · derivative · entry 8 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,932 Underlying: Common Stock · 1,932 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 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 14,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · derivative · entry 7 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,000 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 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 596 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · derivative · entry 6 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785 Underlying: Common Stock · 596 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 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 525 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · derivative · entry 5 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 Underlying: Common Stock · 525 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 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · derivative · entry 4 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common stock · 1,750 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 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · derivative · entry 3 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 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 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 10,143 | $272.49 | $2,763,866.07 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · nonDerivative · entry 2 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,602 Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:43 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 19,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012272 · doc4.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · SVp, R&D and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,745 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 |
| March 22, 2019 Filed Jan 22, 2020 00:01 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001593575-20-000001 · primary_doc.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,251 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 11,908 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · derivative · entry 9 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,908 Underlying: Common Stock · 11,908 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, 2019 Filed Feb 22, 2019 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 2,381 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · derivative · entry 8 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,381 Underlying: Common Stock · 2,381 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, 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. F8 · 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 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 525 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · derivative · entry 7 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575 Underlying: Common Stock · 525 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, 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. F7 · 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 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · derivative · entry 6 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 1,750 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, 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, 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 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · derivative · entry 5 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 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, 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, 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 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · derivative · entry 4 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 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, 2019 and shares were delivered to reporting person on such vest date. F4 · 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 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · derivative · entry 3 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 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: Represents the maximum number of shares issued under the market stock unit granted on February 20, 2016. Shares were delivered to reporting person on February 20, 2019. F3 · derivative.expiration_date: Represents the maximum number of shares issued under the market stock unit granted on February 20, 2016. Shares were delivered to reporting person on February 20, 2019. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 11,064 | $253.79 | $2,807,932.56 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · nonDerivative · entry 2 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,456 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 22,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004542 · doc4.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,520 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 under the ALGN ESPP on January 31, 2019. Read SEC document |
| August 27, 2018 Filed Jan 28, 2019 23:45 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GiftCommon Stock | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001215490-19-000005 · primary_doc.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,488 Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 21:24 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 6,417 | $366.83 | $2,353,959.66 |
DisclosureSEC source: 0001288257-18-000022 · primary_doc.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,109 F1 · balance_after: Since the date of reporting person's last ownership report, reporting person transferred 2,008 shares to his ex-wife pursuant to a domestic relations order. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 10,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · derivative · entry 9 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 Underlying: Common Stock · 10,500 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, 2018 Filed Feb 22, 2018 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 2,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · derivative · entry 8 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 Underlying: Common Stock · 2,100 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, 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. F8 · 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 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · derivative · entry 7 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 1,750 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, 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. F7 · 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 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · derivative · entry 6 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,500 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, 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. F6 · 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 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · derivative · entry 5 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 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, 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. F5 · 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 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · derivative · entry 4 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 250 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, 2018 and shares were delivered to reporting person on such vest date. F4 · 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 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 18,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · derivative · entry 3 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 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: Represents the maximum number of shares issued under the market stock unit granted on February 20, 2015. Shares were delivered to reporting person on February 20, 2018. F3 · derivative.expiration_date: Represents the maximum number of shares issued under the market stock unit granted on February 20, 2015. Shares were delivered to reporting person on February 20, 2018. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 12,384 | $255.45 | $3,163,492.80 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · nonDerivative · entry 2 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,534 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:25 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 25,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005101 · doc4.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · SVP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,918 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 under the ALGN ESPP on January 31, 2018. Read SEC document |
| December 20, 2017 Filed Dec 21, 2017 23:51 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 7,775 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001649798-17-000002 · primary_doc.xml · derivative · entry 3 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,775 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 December 18, 2013 became vested on December 20, 2017 and shares were delivered to reporting person. F2 · derivative.expiration_date: 1/4th of the restricted stock unit granted on December 18, 2013 became vested on December 20, 2017 and shares were delivered to reporting person. Read SEC document |
| December 20, 2017 Filed Dec 21, 2017 23:51 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 4,057 | $233.65 | $947,918.05 |
DisclosureSEC source: 0001649798-17-000002 · primary_doc.xml · nonDerivative · entry 2 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,475 Read SEC document |
| December 20, 2017 Filed Dec 21, 2017 23:51 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 7,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001649798-17-000002 · primary_doc.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,532 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 | 14,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · derivative · entry 10 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 14,000 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F10 · 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). F10 · 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 | 7,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · derivative · entry 9 Relic Zelko · CIK 0001593575 · VP, R&D 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. F9 · 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. F9 · 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 / conversionMarket Stock Unit · Derivative | 1,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · derivative · entry 8 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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. F8 · derivative.exercise_date: Represents the maximum number of shares issued under the market stock unit granted on February 20, 2014. Shares were delivered to reporting person on February 21, 2017. F8 · derivative.expiration_date: Represents the maximum number of shares issued under the market stock unit granted on February 20, 2014. 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 / conversionMarket Stock Unit · Derivative | 1,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · derivative · entry 7 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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: Represents the maximum number of shares issued under the market stock unit granted on February 20, 2014. Shares were delivered to reporting person on February 21, 2017. F7 · derivative.expiration_date: Represents the maximum number of shares issued under the market stock unit granted on February 20, 2014. 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 | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · derivative · entry 6 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 2,500 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, 2016 became vested on February 20, 2017 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, 2016 became vested on February 20, 2017 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 | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · derivative · entry 5 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 3,000 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, 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. F5 · 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 | 500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · derivative · entry 4 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 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: 1/2 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. F4 · derivative.expiration_date: 1/2 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 | 250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · derivative · entry 3 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 250 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, 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, 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 | Tax withholdingCommon Stock | 4,015 | $101.77 | $408,586.48 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · nonDerivative · entry 2 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,757 Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 9,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005087 · doc4.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,772 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 |
| December 20, 2016 Filed Dec 22, 2016 00:00 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 7,775 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001601045-16-000019 · primary_doc.xml · derivative · entry 3 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,775 Underlying: Common Stock · 7,775 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 December 18, 2013 became vested on December 20, 2016 and shares were delivered to reporting person. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F2 · derivative.expiration_date: 1/4th of the restricted stock unit granted on December 18, 2013 became vested on December 20, 2016 and shares were delivered to reporting person. 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 |
| December 20, 2016 Filed Dec 22, 2016 00:00 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 3,283 | $99.39 | $326,297.37 |
DisclosureSEC source: 0001601045-16-000019 · primary_doc.xml · nonDerivative · entry 2 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,069 Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 00:00 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 7,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001601045-16-000019 · primary_doc.xml · nonDerivative · entry 1 Relic Zelko · CIK 0001593575 · VP, R&D 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,352 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.