Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Integer Holdings CorpITGR · Entity 4016 | President, CRM & Neuro | February 28, 2019 | March 04, 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.
Integer Holdings Corp
Report date February 28, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,702 |
Ending reported balance
After 2019-02-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-02-28 · Grant · Acquired 2,811 · Balance 11,899 F1: Represent the portion of a performance-based restricted stock unit ("PRSU") award made on January 4, 2016 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance and service conditions were determined to have been met as of February 28, 2019. F2: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2019-02-28 · Grant · Acquired 3,455 · Balance 15,354 F3: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance conditions were determined to have been met as of February 28, 2019. The PRSUs are scheduled to vest on January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date. F2: Restricted stock units convert into common stock on a one-for-one basis. Row 3 · 2019-02-28 · Tax withholding · Disposed 1,564 · Balance 13,790 Row 4 · 2019-02-28 · Sale · Disposed 9,088 · Balance 4,702 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $90.74 to $91.16, inclusive. The reporting person undertakes to provide to Integer Holdings Corp, any security holder of Integer Holdings Corp, 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 ranges set forth in footnote (4) to this Form 4. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,455 |
Reported balance
After 2019-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-02-28 · Grant · Acquired 3,455 · Balance 3,455 F2: Restricted stock units convert into common stock on a one-for-one basis. F5: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance conditions were determined to have been met as of February 28, 2019. The PRSUs are scheduled to vest on January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,145 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,145 |
Filing footnotes · ownership attribution and instrument terms
F1: Represent the portion of a performance-based restricted stock unit ("PRSU") award made on January 4, 2016 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance and service conditions were determined to have been met as of February 28, 2019.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance conditions were determined to have been met as of February 28, 2019. The PRSUs are scheduled to vest on January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $90.74 to $91.16, inclusive. The reporting person undertakes to provide to Integer Holdings Corp, any security holder of Integer Holdings Corp, 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 ranges set forth in footnote (4) to this Form 4.
F5: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance conditions were determined to have been met as of February 28, 2019. The PRSUs are scheduled to vest on January 3, 2020, provided the reporting person is employed by the Issuer on 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 |
|---|---|---|---|---|---|---|
| February 28, 2019 Filed Mar 4, 2019 23:55 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 3,455 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015968 · doc4.xml · derivative · entry 6 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,455 Underlying: Common · 3,455 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance conditions were determined to have been met as of February 28, 2019. The PRSUs are scheduled to vest on January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date. F5 · derivative.expiration_date: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance conditions were determined to have been met as of February 28, 2019. The PRSUs are scheduled to vest on January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:55 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 9,088 | $90.88 | $825,917.44 |
DisclosureSEC source: 0001209191-19-015968 · doc4.xml · nonDerivative · entry 4 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,702 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $90.74 to $91.16, inclusive. The reporting person undertakes to provide to Integer Holdings Corp, any security holder of Integer Holdings Corp, 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 ranges set forth in footnote (4) to this Form 4. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:55 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 1,564 | $90.96 | $142,261.44 |
DisclosureSEC source: 0001209191-19-015968 · doc4.xml · nonDerivative · entry 3 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,790 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:55 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantCommon Stock | 3,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-015968 · doc4.xml · nonDerivative · entry 2 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,354 F3 · kind: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance conditions were determined to have been met as of February 28, 2019. The PRSUs are scheduled to vest on January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:55 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantCommon Stock | 2,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-015968 · doc4.xml · nonDerivative · entry 1 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,899 F1 · kind: Represent the portion of a performance-based restricted stock unit ("PRSU") award made on January 4, 2016 that was determined to be earned based on performance for the period ending December 28, 2018. The established performance and service conditions were determined to have been met as of February 28, 2019. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 22:22 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 1,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000357 · doc4.xml · derivative · entry 8 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,981 Underlying: Common · 1,980 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. F4 · derivative.exercise_date: As reported on a Form 4 dated March 9, 2018, the reporting person earned 3,961 restricted stock units, vesting in two substantially equal installments on December 28, 2018 and January 3, 2020. F4 · derivative.expiration_date: As reported on a Form 4 dated March 9, 2018, the reporting person earned 3,961 restricted stock units, vesting in two substantially equal installments on December 28, 2018 and January 3, 2020. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 22:22 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000357 · doc4.xml · derivative · entry 7 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,216 Underlying: Common · 1,107 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. F3 · derivative.exercise_date: On January 31, 2018, the reporting person was granted 3,323 restricted stock units, vesting in three equal installments beginning on December 28, 2018. F3 · derivative.expiration_date: On January 31, 2018, the reporting person was granted 3,323 restricted stock units, vesting in three equal installments beginning on December 28, 2018. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 22:22 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 1,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000357 · doc4.xml · derivative · entry 6 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,671 Underlying: Common · 1,671 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 February 6, 2017, the reporting person was granted 5,012 restricted stock units, vesting in three equal installments beginning on December 29, 2017. F2 · derivative.expiration_date: On February 6, 2017, the reporting person was granted 5,012 restricted stock units, vesting in three equal installments beginning on December 29, 2017. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 22:22 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 1,160 | $76.03 | $88,194.80 |
DisclosureSEC source: 0001209191-19-000357 · doc4.xml · nonDerivative · entry 4 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,088 Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 22:22 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-000357 · doc4.xml · nonDerivative · entry 3 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,248 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 28, 2018 Filed Jan 2, 2019 22:22 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,671 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-000357 · doc4.xml · nonDerivative · entry 2 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,141 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 28, 2018 Filed Jan 2, 2019 22:22 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-000357 · doc4.xml · nonDerivative · entry 1 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,470 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 |
| September 04, 2018 Filed Sep 5, 2018 16:25 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 6,167 | $80.20 | $494,593.40 |
DisclosureSEC source: 0001209191-18-049440 · doc4.xml · nonDerivative · entry 1 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,490 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:27 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 3,961 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019302 · doc4.xml · derivative · entry 4 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,961 Underlying: Common · 3,961 shares Expires not disclosed F2 · kind: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 29, 2017. The established performance conditions were determined to have been met as of March 9, 2018. The PRSUs are scheduled to vest in two approximately equal installments on December 28, 2018 and January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date. F2 · derivative.exercise_date: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 29, 2017. The established performance conditions were determined to have been met as of March 9, 2018. The PRSUs are scheduled to vest in two approximately equal installments on December 28, 2018 and January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date. F2 · derivative.expiration_date: Represent the portion of a PRSU award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 29, 2017. The established performance conditions were determined to have been met as of March 9, 2018. The PRSUs are scheduled to vest in two approximately equal installments on December 28, 2018 and January 3, 2020, provided the reporting person is employed by the Issuer on the vesting date. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:27 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 1,401 | $53.80 | $75,373.80 |
DisclosureSEC source: 0001209191-18-019302 · doc4.xml · nonDerivative · entry 2 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,657 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:27 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantCommon Stock | 5,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019302 · doc4.xml · nonDerivative · entry 1 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,058 F1 · kind: Represent the portion of a performance-based restricted stock unit ("PRSU") award made on February 6, 2017 that was determined to be earned based on performance for the period ending December 29, 2017. The established performance and service conditions were determined to have been met as of March 9, 2018. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 21:13 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 3,323 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006825 · doc4.xml · derivative · entry 3 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,323 Underlying: Common · 3,323 shares Expires not disclosed F1 · derivative.exercise_date: Grant of restricted stock units that vest in three equal annual installments on the last day of each fiscal year beginning 2018. F1 · derivative.expiration_date: Grant of restricted stock units that vest in three equal annual installments on the last day of each fiscal year beginning 2018. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 20:58 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 463 | $44.89 | $20,784.07 |
DisclosureSEC source: 0001209191-18-002425 · doc4.xml · nonDerivative · entry 1 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,374 F1 · shares: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of RSUs reported on a Form 4 filed on January 3, 2018. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:01 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 1,670 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001392 · doc4.xml · derivative · entry 3 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,342 Underlying: Common · 1,670 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_date: On February 6, 2017, the reporting person was granted 5,012 restricted stock units, vesting in three equal installments, beginning on December 29, 2017. F1 · derivative.expiration_date: On February 6, 2017, the reporting person was granted 5,012 restricted stock units, vesting in three equal installments, beginning on December 29, 2017. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:01 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001392 · doc4.xml · nonDerivative · entry 1 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,837 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 06, 2017 Filed Feb 8, 2017 21:55 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 5,012 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008710 · doc4.xml · derivative · entry 3 Gonzalez Jose Antonio · CIK 0001657033 · President, CRM & Neuro 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,012 Underlying: Common · 5,012 shares Expires 2027-02-06 F1 · derivative.exercise_date: Grant of restricted stock units that vest in three equal annual installments on the last day of each fiscal year beginning in fiscal year 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.