Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLGATE PALMOLIVE COCL · Entity 2972 | Director | May 11, 2026 | May 13, 2026 |
| Claritev CorpCTEV · Entity 5238 | Director | April 29, 2026 | May 01, 2026 |
| HEALTHSTREAM INCHSTM · Entity 5059 | Director | March 17, 2020 | March 18, 2020 |
| INVACARE HOLDINGS CorpIVC · Entity 86444 | Director | March 12, 2021 | March 16, 2021 |
| THERMO FISHER SCIENTIFIC INC.TMO · Entity 2836 | Director | May 20, 2026 | May 22, 2026 |
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.
COLGATE PALMOLIVE CO
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,517 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 1,556 · Balance 24,517 F1: Annual director stock grant under the issuer's incentive compensation plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $86.74 · Expires 2034-05-11 | Direct | 2,424 |
Reported balance
After 2026-05-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-11 · Grant · Acquired 2,424 · Balance 2,424 F2: Annual director stock option grant under the issuer's incentive compensation plan. F3: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 11, 2026 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual director stock grant under the issuer's incentive compensation plan.
F2: Annual director stock option grant under the issuer's incentive compensation plan.
F3: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 11, 2026 grant date.
Claritev Corp
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 24,282 |
Reported balance
After 2026-04-29 transaction · row 1
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 8,977 · Balance 24,282 F1: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units which vest on the earlier of the one-year anniversary of the grant date and the date of the next regularly scheduled annual meeting of stockholders of the issuer, subject to continued service through the vesting date; provided, however, that the restricted stock units vest pro rata based on the number of days of service provided to the issuer in the event of a voluntary resignation other than when grounds for termination for cause exist.
HEALTHSTREAM INC
Report date March 17, 2020 · Filed March 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,614 |
Reported balance
After 2020-03-17 transaction · row 1
1 source rowRow 1 · 2020-03-17 · Exercise / conversion · Acquired 2,587 · Balance 28,614 F1: Shares acquired on vesting of restricted share units. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-03-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-03-17 · Exercise / conversion · Disposed 922 · Balance 0 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 879 |
Reported balance
After 2020-03-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-03-17 · Exercise / conversion · Disposed 879 · Balance 879 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2019 in three equal installments. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,573 |
Reported balance
After 2020-03-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-03-17 · Exercise / conversion · Disposed 786 · Balance 1,573 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2020 in three equal installments. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on vesting of restricted share units.
F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.
F3: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments.
F4: Not applicable.
F5: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2019 in three equal installments.
F6: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2020 in three equal installments.
INVACARE HOLDINGS Corp
Report date March 12, 2021 · Filed March 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 85,313 |
Reported balance
After 2021-03-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-03-12 · Grant · Acquired 13,388 · Balance 85,313 F1: Restricted stock units granted pursuant to the Invacare Corporation 2018 Equity Compensation Plan in an exempt transaction under Rule 16b-3. These restricted stock units vest in full on May 15, 2022. F2: Includes 15,439 previously reported restricted stock units issued pursuant to the Invacare Corporation 2018 Equity Compensation Plan that vest in full on May 15, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to the Invacare Corporation 2018 Equity Compensation Plan in an exempt transaction under Rule 16b-3. These restricted stock units vest in full on May 15, 2022.
F2: Includes 15,439 previously reported restricted stock units issued pursuant to the Invacare Corporation 2018 Equity Compensation Plan that vest in full on May 15, 2021.
THERMO FISHER SCIENTIFIC INC.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,532 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 499 · Balance 9,532 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AGILITI, INC. \DE
Report date May 07, 2024 · Filed May 07, 2024
Section 16 reporting ended · disclosed 2024-05-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-07 transaction · row 1
1 source rowRow 1 · 2024-05-07 · Disposition to issuer · Disposed 19,150 · Balance 0 F1: On May 7, 2024 (the "Closing Date"), Agiliti, Inc. (the "Company"), completed its merger (the "Merger") with Apex Intermediate Holdco, Inc., ("Parent"), and Apex Merger Sub, Inc., and a wholly-owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms and conditions of the Merger Agreement and Plan of Merger, dated as of February 26, 2024, by and among the Company, Parent and Merger Sub (the "Merger Agreement") at the Effective Time (as defined in the Merger Agreement), each of the reporting person's shares of Company common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive $10.00 per share in cash, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 7, 2024 (the "Closing Date"), Agiliti, Inc. (the "Company"), completed its merger (the "Merger") with Apex Intermediate Holdco, Inc., ("Parent"), and Apex Merger Sub, Inc., and a wholly-owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms and conditions of the Merger Agreement and Plan of Merger, dated as of February 26, 2024, by and among the Company, Parent and Merger Sub (the "Merger Agreement") at the Effective Time (as defined in the Merger Agreement), each of the reporting person's shares of Company common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive $10.00 per share in cash, without interest.
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 |
|---|---|---|---|---|---|---|
| May 24, 2013 Filed May 29, 2013 20:30 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | SaleCommon Stock | 1,260 | $87.21 | $109,884.60 |
DisclosureSEC source: 0001127602-13-018629 · form4.xml · nonDerivative · entry 1 HARRIS C MARTIN · CIK 0001236982 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 Read SEC document |
| May 22, 2013 Filed May 24, 2013 20:22 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 1,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-018273 · form4.xml · nonDerivative · entry 1 HARRIS C MARTIN · CIK 0001236982 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,191 Read SEC document |
| May 23, 2012 Filed May 25, 2012 21:38 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 2,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-018320 · form4.xml · nonDerivative · entry 1 HARRIS C MARTIN · CIK 0001236982 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,452 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.