Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MERIT MEDICAL SYSTEMS INCMMSI · Entity 3858 | Director | June 01, 2020 | June 03, 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.
MERIT MEDICAL SYSTEMS INC
Report date June 01, 2020 · Filed June 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, No Par ValueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-06-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-06-01 · Exercise / conversion · Acquired 6,300 · Balance 6,300 Row 2 · 2020-06-01 · Exercise / conversion · Acquired 7,500 · Balance 13,800 Row 3 · 2020-06-01 · Sale · Disposed 13,800 · Balance 0 |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.71 · Expires 2023-07-25 | Direct | 4,200 |
Reported balance
After 2020-06-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-06-01 · Exercise / conversion · Disposed 6,300 · Balance 4,200 F1: Becomes exercisable in equal annual installments of 20% commencing 07/25/2017. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.40 · Expires 2024-05-24 | Direct | 5,000 |
Reported balance
After 2020-06-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-06-01 · Exercise / conversion · Disposed 7,500 · Balance 5,000 F2: Becomes exercisable in equal annual installments of 20% commencing 05/24/2018. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.50 · Expires 2025-06-07 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2020-06-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 25,000 F3: Becomes exercisable in equal annual installments of 20% commencing 06/07/2019. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.17 · Expires 2026-05-24 | Direct | 13,750 |
Reported balance
Holding disclosure · report date 2020-06-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 13,750 F4: Becomes exercisable in equal annual installments of 33% commencing 05/24/2020. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.17 · Expires 2026-05-31 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2020-06-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,500 F5: Becomes exercisable in equal annual installments of 33% commencing 05/31/2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Becomes exercisable in equal annual installments of 20% commencing 07/25/2017.
F2: Becomes exercisable in equal annual installments of 20% commencing 05/24/2018.
F3: Becomes exercisable in equal annual installments of 20% commencing 06/07/2019.
F4: Becomes exercisable in equal annual installments of 33% commencing 05/24/2020.
F5: Becomes exercisable in equal annual installments of 33% commencing 05/31/2020.
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 |
|---|---|---|---|---|---|---|
| June 01, 2020 Filed Jun 3, 2020 21:28 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 7,500 | $0.00 Strike: $34.40 | $0.00 |
DisclosureSEC source: 0001415889-20-001489 · form4-06032020_020658.xml · derivative · entry 5 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 7,500 shares Expires 2024-05-24 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_date: Becomes exercisable in equal annual installments of 20% commencing 05/24/2018. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:28 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 6,300 | $0.00 Strike: $21.71 | $0.00 |
DisclosureSEC source: 0001415889-20-001489 · form4-06032020_020658.xml · derivative · entry 4 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Underlying: Common Stock · 6,300 shares Expires 2023-07-25 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_date: Becomes exercisable in equal annual installments of 20% commencing 07/25/2017. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:28 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 13,800 | $45.00 | $621,000.00 |
DisclosureSEC source: 0001415889-20-001489 · form4-06032020_020658.xml · nonDerivative · entry 3 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:28 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 7,500 | $34.40 | $258,000.00 |
DisclosureSEC source: 0001415889-20-001489 · form4-06032020_020658.xml · nonDerivative · entry 2 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,800 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 |
| June 01, 2020 Filed Jun 3, 2020 21:28 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 6,300 | $21.71 | $136,773.00 |
DisclosureSEC source: 0001415889-20-001489 · form4-06032020_020658.xml · nonDerivative · entry 1 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,300 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 |
| May 31, 2019 Filed Jun 4, 2019 20:47 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 7,500 | $0.00 Strike: $52.17 | $0.00 |
DisclosureSEC source: 0000856982-19-000088 · wf-form4_155968124452748.xml · derivative · entry 5 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2026-05-31 F5 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 05/31/2020. Read SEC document |
| May 24, 2019 Filed May 29, 2019 23:04 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 13,750 | $0.00 Strike: $52.17 | $0.00 |
DisclosureSEC source: 0000856982-19-000064 · wf-form4_155917105387030.xml · derivative · entry 4 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 Underlying: Common Stock · 13,750 shares Expires 2026-05-24 F4 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 05/24/2020. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 22:04 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock · Derivative | 25,000 | $0.00 Strike: $50.50 | $0.00 |
DisclosureSEC source: 0000856982-18-000050 · wf-form4_152875466285311.xml · derivative · entry 3 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2025-06-07 F3 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing 06/07/2019. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:48 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 25,000 | $0.00 Strike: $34.40 | $0.00 |
DisclosureSEC source: 0001179110-17-008139 · edgar.xml · derivative · entry 2 LIU DAVID MING-TEH · CIK 0001680776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common stock · 25,000 shares Expires 2024-05-24 F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing 5/24/2018. 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.