Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRADIMED CORPIRMD · Entity 4896 | Former Controller | July 24, 2020 | July 27, 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.
IRADIMED CORP
Report date July 24, 2020 · Filed July 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,901 |
Ending reported balance
After 2020-07-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-07-24 · Exercise / conversion · Acquired 5,155 · Balance 40,155 F1: As previously disclosed, the reporting person received restricted stock units under the Issuer's 2014 Equity Incentive Plan on December 14, 2016, December 4, 2017, December 7, 2018, and December 7, 2019. Pursuant to the reporting person's separation agreement with the Issuer (the "Separation Agreement"), upon his separation from the Issuer on July 24, 2020 (the "Retirement Date"), all of his unvested restricted stock units, amounting to 5,155 shares of common stock, accelerated and vested as of the Retirement Date as follows: (i) 750 unvested restricted stock units accelerated and vested from the December 14, 2016 grant; (ii) 1,476 unvested restricted stock units accelerated and vested from the December 4, 2017 grant; (iii) 1,181 unvested restricted stock units accelerated and vested from the December 7, 2018 grant; and (iv) 1,748 unvested restricted stock units accelerated and vested from the December 7, 2019 grant (collectively, the "RSUs"). Row 2 · 2020-07-24 · Tax withholding · Disposed 1,254 · Balance 38,901 F2: Shares surrendered to the Issuer for payment of tax liability incident to the accelerated vesting of a total of 5,155 restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-07-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-07-24 · Exercise / conversion · Disposed 750 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F1: As previously disclosed, the reporting person received restricted stock units under the Issuer's 2014 Equity Incentive Plan on December 14, 2016, December 4, 2017, December 7, 2018, and December 7, 2019. Pursuant to the reporting person's separation agreement with the Issuer (the "Separation Agreement"), upon his separation from the Issuer on July 24, 2020 (the "Retirement Date"), all of his unvested restricted stock units, amounting to 5,155 shares of common stock, accelerated and vested as of the Retirement Date as follows: (i) 750 unvested restricted stock units accelerated and vested from the December 14, 2016 grant; (ii) 1,476 unvested restricted stock units accelerated and vested from the December 4, 2017 grant; (iii) 1,181 unvested restricted stock units accelerated and vested from the December 7, 2018 grant; and (iv) 1,748 unvested restricted stock units accelerated and vested from the December 7, 2019 grant (collectively, the "RSUs"). F4: All of the unvested RSUs were accelerated on the Retirement Date pursuant to the terms of the Separation Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-07-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-07-24 · Exercise / conversion · Disposed 1,476 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F1: As previously disclosed, the reporting person received restricted stock units under the Issuer's 2014 Equity Incentive Plan on December 14, 2016, December 4, 2017, December 7, 2018, and December 7, 2019. Pursuant to the reporting person's separation agreement with the Issuer (the "Separation Agreement"), upon his separation from the Issuer on July 24, 2020 (the "Retirement Date"), all of his unvested restricted stock units, amounting to 5,155 shares of common stock, accelerated and vested as of the Retirement Date as follows: (i) 750 unvested restricted stock units accelerated and vested from the December 14, 2016 grant; (ii) 1,476 unvested restricted stock units accelerated and vested from the December 4, 2017 grant; (iii) 1,181 unvested restricted stock units accelerated and vested from the December 7, 2018 grant; and (iv) 1,748 unvested restricted stock units accelerated and vested from the December 7, 2019 grant (collectively, the "RSUs"). F4: All of the unvested RSUs were accelerated on the Retirement Date pursuant to the terms of the Separation Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-07-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-07-24 · Exercise / conversion · Disposed 1,181 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F1: As previously disclosed, the reporting person received restricted stock units under the Issuer's 2014 Equity Incentive Plan on December 14, 2016, December 4, 2017, December 7, 2018, and December 7, 2019. Pursuant to the reporting person's separation agreement with the Issuer (the "Separation Agreement"), upon his separation from the Issuer on July 24, 2020 (the "Retirement Date"), all of his unvested restricted stock units, amounting to 5,155 shares of common stock, accelerated and vested as of the Retirement Date as follows: (i) 750 unvested restricted stock units accelerated and vested from the December 14, 2016 grant; (ii) 1,476 unvested restricted stock units accelerated and vested from the December 4, 2017 grant; (iii) 1,181 unvested restricted stock units accelerated and vested from the December 7, 2018 grant; and (iv) 1,748 unvested restricted stock units accelerated and vested from the December 7, 2019 grant (collectively, the "RSUs"). F4: All of the unvested RSUs were accelerated on the Retirement Date pursuant to the terms of the Separation Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-07-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-07-24 · Exercise / conversion · Disposed 1,748 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F1: As previously disclosed, the reporting person received restricted stock units under the Issuer's 2014 Equity Incentive Plan on December 14, 2016, December 4, 2017, December 7, 2018, and December 7, 2019. Pursuant to the reporting person's separation agreement with the Issuer (the "Separation Agreement"), upon his separation from the Issuer on July 24, 2020 (the "Retirement Date"), all of his unvested restricted stock units, amounting to 5,155 shares of common stock, accelerated and vested as of the Retirement Date as follows: (i) 750 unvested restricted stock units accelerated and vested from the December 14, 2016 grant; (ii) 1,476 unvested restricted stock units accelerated and vested from the December 4, 2017 grant; (iii) 1,181 unvested restricted stock units accelerated and vested from the December 7, 2018 grant; and (iv) 1,748 unvested restricted stock units accelerated and vested from the December 7, 2019 grant (collectively, the "RSUs"). F4: All of the unvested RSUs were accelerated on the Retirement Date pursuant to the terms of the Separation Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: As previously disclosed, the reporting person received restricted stock units under the Issuer's 2014 Equity Incentive Plan on December 14, 2016, December 4, 2017, December 7, 2018, and December 7, 2019. Pursuant to the reporting person's separation agreement with the Issuer (the "Separation Agreement"), upon his separation from the Issuer on July 24, 2020 (the "Retirement Date"), all of his unvested restricted stock units, amounting to 5,155 shares of common stock, accelerated and vested as of the Retirement Date as follows: (i) 750 unvested restricted stock units accelerated and vested from the December 14, 2016 grant; (ii) 1,476 unvested restricted stock units accelerated and vested from the December 4, 2017 grant; (iii) 1,181 unvested restricted stock units accelerated and vested from the December 7, 2018 grant; and (iv) 1,748 unvested restricted stock units accelerated and vested from the December 7, 2019 grant (collectively, the "RSUs").
F2: Shares surrendered to the Issuer for payment of tax liability incident to the accelerated vesting of a total of 5,155 restricted stock units.
F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F4: All of the unvested RSUs were accelerated on the Retirement Date pursuant to the terms of the Separation Agreement.
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 |
|---|---|---|---|---|---|---|
| December 14, 2017 Filed Dec 18, 2017 17:54 UTC | IRADIMED CORP IRMD · Entity 4896 | Exercise / conversionCommon Stock | 750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000898432-17-001303 · form4.xml · nonDerivative · entry 1 Waldman Louis S. · CIK 0001613666 · CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,621 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 19:45 UTC | IRADIMED CORP IRMD · Entity 4896 | GrantRestricted Stock Units · Derivative | 2,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-045232 · doc1.xml · derivative · entry 1 Waldman Louis S. · CIK 0001613666 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,952 Underlying: Common Stock · 2,952 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Iradimed Corporation's common stock. F2 · derivative.exercise_date: The reporting person received restricted stock units under Iradimed Corporation's 2014 Equity Incentive Plan. The restricted stock units vest in four equal annual installments beginning on December 4, 2018. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F2 · derivative.expiration_date: The reporting person received restricted stock units under Iradimed Corporation's 2014 Equity Incentive Plan. The restricted stock units vest in four equal annual installments beginning on December 4, 2018. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 17:11 UTC | IRADIMED CORP IRMD · Entity 4896 | Exercise / conversionRestricted Stock Units · Derivative | 1,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-001014 · doc1.xml · derivative · entry 4 Waldman Louis S. · CIK 0001613666 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,492 Underlying: Common Stock · 1,163 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On January 4, 2016, the reporting person received restricted stock units under Iradimed Corporation's 2014 Equity Incentive Plan. The restricted stock units vest in four equal annual installments beginning on January 4, 2017. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F2 · derivative.expiration_date: On January 4, 2016, the reporting person received restricted stock units under Iradimed Corporation's 2014 Equity Incentive Plan. The restricted stock units vest in four equal annual installments beginning on January 4, 2017. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 17:11 UTC | IRADIMED CORP IRMD · Entity 4896 | Tax withholdingCommon Stock | 380 | $12.30 | $4,674.00 |
DisclosureSEC source: 0001140361-17-001014 · doc1.xml · nonDerivative · entry 2 Waldman Louis S. · CIK 0001613666 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,871 Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 17:11 UTC | IRADIMED CORP IRMD · Entity 4896 | Exercise / conversionCommon Stock | 1,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-001014 · doc1.xml · nonDerivative · entry 1 Waldman Louis S. · CIK 0001613666 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,251 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 19:40 UTC | IRADIMED CORP IRMD · Entity 4896 | GrantRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-090121 · doc1.xml · derivative · entry 1 Waldman Louis S. · CIK 0001613666 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Iradimed Corporation's common stock. F2 · derivative.exercise_date: The reporting person received restricted stock units under Iradimed Corporation's 2014 Equity Incentive Plan. The restricted stock units vest in four equal annual installments beginning on December 14, 2017. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F2 · derivative.expiration_date: The reporting person received restricted stock units under Iradimed Corporation's 2014 Equity Incentive Plan. The restricted stock units vest in four equal annual installments beginning on December 14, 2017. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. 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.