Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orthofix Medical Inc.OFIX · Entity 1975 | President, Global Extremities | July 08, 2019 | July 10, 2019 |
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.
Orthofix Medical Inc.
Report date July 08, 2019 · Filed July 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,526 |
Reported balance
After 2019-07-08 transaction · row 1
1 source rowRow 1 · 2019-07-08 · Exercise / conversion · Acquired 3,330 · Balance 38,526 F1: On July 1, 2016, the reporting person was granted 6,660 performance stock units that, to the extent earned, settle as common stock based on the Company's total shareholder return ("TSR"), in relation to the TSR of companies included within the S&P Healthcare Select Sector Index as of July 1, 2016, during the performance period of July 1, 2016 through June 28, 2019. On July 8, 2019 (the "Vesting Date"), the compensation committee of the Company's board of directors determined that the awards were achieved at 50% of target, resulting in 3,330 shares of common stock being earned by the reporting person. Under the terms of the award, delivery of the earned shares of common stock will be deferred until one year following the Vesting Date. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2019-06-28 | Direct | 0 |
Reported balance
After 2019-07-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-07-08 · Exercise / conversion · Disposed 3,330 · Balance 0 F1: On July 1, 2016, the reporting person was granted 6,660 performance stock units that, to the extent earned, settle as common stock based on the Company's total shareholder return ("TSR"), in relation to the TSR of companies included within the S&P Healthcare Select Sector Index as of July 1, 2016, during the performance period of July 1, 2016 through June 28, 2019. On July 8, 2019 (the "Vesting Date"), the compensation committee of the Company's board of directors determined that the awards were achieved at 50% of target, resulting in 3,330 shares of common stock being earned by the reporting person. Under the terms of the award, delivery of the earned shares of common stock will be deferred until one year following the Vesting Date. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 1, 2016, the reporting person was granted 6,660 performance stock units that, to the extent earned, settle as common stock based on the Company's total shareholder return ("TSR"), in relation to the TSR of companies included within the S&P Healthcare Select Sector Index as of July 1, 2016, during the performance period of July 1, 2016 through June 28, 2019. On July 8, 2019 (the "Vesting Date"), the compensation committee of the Company's board of directors determined that the awards were achieved at 50% of target, resulting in 3,330 shares of common stock being earned by the reporting person. Under the terms of the award, delivery of the earned shares of common stock will be deferred until one year following the Vesting Date.
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 |
|---|---|---|---|---|---|---|
| July 08, 2019 Filed Jul 10, 2019 21:22 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Exercise / conversionPerformance Share Units · Derivative | 3,330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041716 · doc4.xml · derivative · entry 2 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,330 shares Expires 2019-06-28 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: On July 1, 2016, the reporting person was granted 6,660 performance stock units that, to the extent earned, settle as common stock based on the Company's total shareholder return ("TSR"), in relation to the TSR of companies included within the S&P Healthcare Select Sector Index as of July 1, 2016, during the performance period of July 1, 2016 through June 28, 2019. On July 8, 2019 (the "Vesting Date"), the compensation committee of the Company's board of directors determined that the awards were achieved at 50% of target, resulting in 3,330 shares of common stock being earned by the reporting person. Under the terms of the award, delivery of the earned shares of common stock will be deferred until one year following the Vesting Date. Read SEC document |
| July 08, 2019 Filed Jul 10, 2019 21:22 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Exercise / conversionCommon Stock | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041716 · doc4.xml · nonDerivative · entry 1 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,526 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 · shares: On July 1, 2016, the reporting person was granted 6,660 performance stock units that, to the extent earned, settle as common stock based on the Company's total shareholder return ("TSR"), in relation to the TSR of companies included within the S&P Healthcare Select Sector Index as of July 1, 2016, during the performance period of July 1, 2016 through June 28, 2019. On July 8, 2019 (the "Vesting Date"), the compensation committee of the Company's board of directors determined that the awards were achieved at 50% of target, resulting in 3,330 shares of common stock being earned by the reporting person. Under the terms of the award, delivery of the earned shares of common stock will be deferred until one year following the Vesting Date. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:44 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 6,228 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023388 · doc4.xml · derivative · entry 4 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,228 Underlying: Common Stock · 6,228 shares Expires 2022-04-01 F4 · derivative.exercise_date: Represents market-based vesting performance stock units ("PSUs") that will settle as common stock on a one-for-one basis. The performance period of the grant is defined as April 1, 2019 to April 1, 2022. The PSUs will vest based on the percentile rank of the Company's total shareholder return ("TSR") over the performance period in relation to the TSR of the specified index companies. The index companies are based upon the companies included within the S&P Healthcare Select Sector index as of April 1, 2019, the grant date. In the event that the Company's TSR ranks at the 75th percentile or greater for the performance period, 200% of the PSUs will vest. In the event that the Company's TSR ranks between the 50th percentile and the 75th percentile, 100-200% of the PSUs will vest and 50-100% of the PSUs will vest if the Company's TSR ranks between the 25th percentile and 50th percentile. No PSUs will vest if the Company ranks below the 25th percentile. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:44 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 10,318 | $0.00 Strike: $56.20 | $0.00 |
DisclosureSEC source: 0001209191-19-023388 · doc4.xml · derivative · entry 3 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,318 Underlying: Common Stock · 10,318 shares Expires 2029-04-01 F3 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:44 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 7,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023388 · doc4.xml · nonDerivative · entry 2 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,196 F2 · shares: Represents time-based vesting restricted stock units that vest on the second anniversary of the grant date, April 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:44 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 3,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023388 · doc4.xml · nonDerivative · entry 1 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,830 F1 · shares: Represents time-based vesting restricted stock units that vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 1, 2019. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 20:19 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 4,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019149 · doc4.xml · nonDerivative · entry 1 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,716 Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 22:09 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock | 24,199 | $65.00 | $1,572,935.00 |
DisclosureSEC source: 0001209191-19-011640 · doc4.xml · nonDerivative · entry 2 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,666 F1 · kind: The sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2018. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 22:09 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock | 201 | $65.00 | $13,065.00 |
DisclosureSEC source: 0001209191-19-011640 · doc4.xml · nonDerivative · entry 1 Bianchi Davide · CIK 0001587881 · President, Global Extremities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,865 F1 · kind: The sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2018. Read SEC document |
| June 19, 2018 Filed Jun 19, 2018 21:27 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock | 14,762 | $60.00 | $885,720.00 |
DisclosureSEC source: 0001209191-18-038639 · doc4.xml · nonDerivative · entry 1 Bianchi Davide · CIK 0001587881 · President Extremity Fixation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,260 F1 · kind: The sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2018. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 22:43 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 5,055 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023309 · doc4.xml · derivative · entry 3 Bianchi Davide · CIK 0001587881 · President Extremity Fixation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,055 Underlying: Common Stock · 5,055 shares Expires 2021-04-02 F3 · derivative.exercise_date: Represents market-based vesting performance stock units ("PSUs") that will settle as common stock on a one-for-one basis. The performance period of the grant is defined as April 2, 2018 to April 2, 2021. The PSUs will vest based on the percentile rank of the Company's total shareholder return ("TSR") over the performance period in relation to the TSR of the specified index companies. The index companies are based upon the companies included within the S&P Healthcare Select Sector index as of April 2, 2018, the grant date. In the event that the Company's TSR ranks at the 75th percentile or greater for the performance period, 200% of the PSUs will vest. In the event that the Company's TSR ranks between the 50th percentile and the 75th percentile, 100-200% of the PSUs will vest and 50-100% of the PSUs will vest if the Company's TSR ranks between the 25th percentile and 50th percentile. No PSUs will vest if the Company ranks below the 25th percentile. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 22:43 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 8,973 | $0.00 Strike: $56.87 | $0.00 |
DisclosureSEC source: 0001209191-18-023309 · doc4.xml · derivative · entry 2 Bianchi Davide · CIK 0001587881 · President Extremity Fixation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,973 Underlying: Common Stock · 8,973 shares Expires 2028-04-02 F2 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 22:43 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 2,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023309 · doc4.xml · nonDerivative · entry 1 Bianchi Davide · CIK 0001587881 · President Extremity Fixation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,972 F1 · shares: Represents time-based vesting restricted stock that vests in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 2, 2018. Read SEC document |
| September 12, 2017 Filed Sep 13, 2017 20:39 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Disposition to issuerCommon Stock | 500 | $49.72 | $24,859.40 |
DisclosureSEC source: 0001209191-17-052629 · doc4.xml · nonDerivative · entry 1 Bianchi Davide · CIK 0001587881 · President Extremity Fixation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,103 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.65 to $49.75, inclusive. The reporting person undertakes to provide to Orthofix International, N.V., any security holder of Orthofix International N.V., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| July 03, 2017 Filed Jul 10, 2017 22:02 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 5,965 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044659 · doc4.xml · derivative · entry 3 Bianchi Davide · CIK 0001587881 · President Extremity Fixation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,965 Underlying: Common Stock · 5,965 shares Expires 2020-07-03 F3 · derivative.exercise_date: Represents market-based vesting performance stock units ("PSUs") that will settle as common stock on a one-for-one basis. The performance period of the grant is defined as July 3, 2017 to July 3, 2020. The PSUs will vest based on the percentile rank of the Company's total shareholder return ("TSR") over the performance period in relation to the TSR of the specified index companies. The index companies are based upon the companies included within the S&P Healthcare Select Sector index as of July 3, 2017, the grant date. In the event that the Company's TSR ranks at the 75th percentile or greater for the performance period, 200% of the PSUs will vest. In the event that the Company's TSR ranks between the 50th percentile and the 75th percentile, 100-200% of the PSUs will vest and 50-100% of the PSUs will vest if the Company's TSR ranks between the 25th percentile and 50th percentile. No PSUs will vest if the Company ranks below the 25th percentile. Read SEC document |
| July 03, 2017 Filed Jul 10, 2017 22:02 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 10,409 | $0.00 Strike: $46.10 | $0.00 |
DisclosureSEC source: 0001209191-17-044659 · doc4.xml · derivative · entry 2 Bianchi Davide · CIK 0001587881 · President Extremity Fixation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,409 Underlying: Common Stock · 10,409 shares Expires 2027-07-03 F2 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, July 3, 2017. Read SEC document |
| July 03, 2017 Filed Jul 10, 2017 22:02 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 2,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044659 · doc4.xml · nonDerivative · entry 1 Bianchi Davide · CIK 0001587881 · President Extremity Fixation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,603 F1 · shares: Represents time-based vesting restricted stock that vests in 25% increments on the first, second, third and fourth anniversaries of the grant date, July 3, 2017. 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.