Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OSI SYSTEMS INCOSIS · Entity 4160 | SVP, Chief HR Officer | July 24, 2018 | July 25, 2018 |
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.
OSI SYSTEMS INC
Report date July 24, 2018 · Filed July 25, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,861 |
Reported balance
After 2018-07-24 transaction · row 1
1 source rowRow 1 · 2018-07-24 · Tax withholding · Disposed 72 · Balance 14,861 F1: Pursuant with a net settlement shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant with a net settlement shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold.
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 24, 2018 Filed Jul 25, 2018 18:27 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 72 | $78.40 | $5,644.80 |
DisclosureSEC source: 0001179110-18-009894 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,861 F1 · shares: Pursuant with a net settlement shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. Read SEC document |
| July 05, 2018 Filed Jul 7, 2018 00:16 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009546 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,933 F1 · shares: Shares are restricted stock units issued to the Reporting Person pursuant to the OSI Systems, Inc. 2012 Incentive award Plan. Vesting and amount of shares is subject to achievement of performance targets. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 23:25 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 214 | $49.51 | $10,595.14 |
DisclosureSEC source: 0001179110-18-009238 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,026 F1 · shares: Acquired Pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:27 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 214 | $49.51 | $10,595.14 |
DisclosureSEC source: 0001179110-18-000362 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,812 F1 · shares: Acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 01:15 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 329 | $88.10 | $28,984.90 |
DisclosureSEC source: 0001179110-17-013617 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,598 F1 · shares: Pursuant with a net settlement shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 00:53 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 879 | $86.16 | $75,734.64 |
DisclosureSEC source: 0001179110-17-012586 · edgar.xml · nonDerivative · entry 3 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,927 F1 · shares: Pursuant with a net settlement, shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 00:53 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 2,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012586 · edgar.xml · nonDerivative · entry 2 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,806 F2 · shares: Shares are issued pursuant to performance based vestings. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 00:53 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 553 | $86.16 | $47,646.48 |
DisclosureSEC source: 0001179110-17-012586 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,470 F1 · shares: Pursuant with a net settlement, shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 23:34 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 1,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011584 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,023 F1 · shares: Shares are restricted stock units issued to the Reporting Person pursuant to the OSI Systems, Inc. 2012 Incentive Award Plan. Vesting and amount of shares is subject to achievement of performance targets. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 00:21 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 72 | $78.57 | $5,657.04 |
DisclosureSEC source: 0001179110-17-010674 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,256 F1 · shares: Pursuant with a net settlement, shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. Read SEC document |
| July 03, 2017 Filed Jul 3, 2017 22:13 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 214 | $49.51 | $10,595.14 |
DisclosureSEC source: 0001179110-17-009921 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,328 F1 · shares: Acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 01:01 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 214 | $49.51 | $10,595.14 |
DisclosureSEC source: 0001179110-17-000134 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,114 F1 · shares: Acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| October 31, 2016 Filed Oct 31, 2016 23:30 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 329 | $72.26 | $23,773.54 |
DisclosureSEC source: 0001179110-16-031030 · edgar.xml · nonDerivative · entry 1 Merritt Richard Edward · CIK 0001628330 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,900 F1 · shares: Pursuant with a net settlement, shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. 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.