Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Integer Holdings CorpITGR · Entity 4016 | Pres., Advanced Surgical, Orth | May 16, 2018 | May 17, 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.
Integer Holdings Corp
Report date May 16, 2018 · Filed May 17, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,766 |
Ending reported balance
After 2018-05-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-05-16 · Exercise / conversion · Acquired 13,519 · Balance 20,285 Row 2 · 2018-05-16 · Sale · Disposed 13,519 · Balance 6,766 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.58 · Expires 2025-05-08 | Direct | 0 |
Reported balance
After 2018-05-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-05-16 · Exercise / conversion · Disposed 9,815 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.58 · Expires 2023-09-10 | Direct | 0 |
Reported balance
After 2018-05-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-05-16 · Exercise / conversion · Disposed 3,704 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| May 16, 2018 Filed May 17, 2018 20:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionStock Option · Derivative | 3,704 | $11.58 Strike: $11.58 | $42,892.32 |
DisclosureSEC source: 0001209191-18-030878 · doc4.xml · derivative · entry 4 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,704 shares Expires 2023-09-10 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 16, 2018 Filed May 17, 2018 20:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionStock Option · Derivative | 9,815 | $11.58 Strike: $11.58 | $113,657.70 |
DisclosureSEC source: 0001209191-18-030878 · doc4.xml · derivative · entry 3 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 9,815 shares Expires 2025-05-08 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 16, 2018 Filed May 17, 2018 20:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 13,519 | $66.52 | $899,283.88 |
DisclosureSEC source: 0001209191-18-030878 · doc4.xml · nonDerivative · entry 2 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,766 Read SEC document |
| May 16, 2018 Filed May 17, 2018 20:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 13,519 | $11.58 | $156,550.02 |
DisclosureSEC source: 0001209191-18-030878 · doc4.xml · nonDerivative · entry 1 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,285 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 11, 2018 Filed May 14, 2018 20:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionStock Options · Derivative | 8,163 | $0.00 Strike: $48.43 | $0.00 |
DisclosureSEC source: 0001209191-18-029856 · doc4.xml · derivative · entry 3 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,083 Underlying: Common · 8,163 shares Expires 2026-01-04 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 11, 2018 Filed May 14, 2018 20:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 8,163 | $66.31 | $541,288.53 |
DisclosureSEC source: 0001209191-18-029856 · doc4.xml · nonDerivative · entry 2 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,766 Read SEC document |
| May 11, 2018 Filed May 14, 2018 20:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 8,163 | $48.43 | $395,334.09 |
DisclosureSEC source: 0001209191-18-029856 · doc4.xml · nonDerivative · entry 1 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,929 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 09, 2018 Filed May 9, 2018 21:42 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 2,913 | $66.49 | $193,685.37 |
DisclosureSEC source: 0001209191-18-028959 · doc4.xml · nonDerivative · entry 1 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,766 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:33 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 3,961 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019314 · doc4.xml · derivative · entry 3 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 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 21:33 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 1,826 | $53.80 | $98,238.80 |
DisclosureSEC source: 0001209191-18-019314 · doc4.xml · nonDerivative · entry 2 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,679 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:33 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantCommon Stock | 6,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019314 · doc4.xml · nonDerivative · entry 1 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,505 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 21:06 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 3,323 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006798 · doc4.xml · derivative · entry 2 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 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 in fiscal year 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 in fiscal year 2018. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 21:13 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 1,112 | $44.89 | $49,917.68 |
DisclosureSEC source: 0001209191-18-002450 · doc4.xml · nonDerivative · entry 1 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,370 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 00:29 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 1,670 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001490 · doc4.xml · derivative · entry 4 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 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. F2 · derivative.exercise_date: On February 6, 2017, the reporting person was granted 5,012 restricted stock units, vesting in three 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 installments beginning on December 29, 2017. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:29 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 1,717 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001490 · doc4.xml · derivative · entry 3 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,717 Underlying: Common · 1,717 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 January 8, 2016, the reporting person was granted 5,150 restricted stock units, vesting in three equal installments beginning on December 31, 2016. F1 · derivative.expiration_date: On January 8, 2016, the reporting person was granted 5,150 restricted stock units, vesting in three equal installments beginning on December 31, 2016. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:29 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001490 · doc4.xml · nonDerivative · entry 2 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,482 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 |
| December 29, 2017 Filed Jan 4, 2018 00:29 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001490 · doc4.xml · nonDerivative · entry 1 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,812 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 22:08 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 5,012 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008738 · doc4.xml · derivative · entry 2 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 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 |
| January 04, 2017 Filed Jan 6, 2017 15:19 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 411 | $30.09 | $12,368.63 |
DisclosureSEC source: 0001209191-17-002523 · doc4.xml · nonDerivative · entry 2 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,095 F2 · 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 restricted stock. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 15:19 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 547 | $30.09 | $16,461.42 |
DisclosureSEC source: 0001209191-17-002523 · doc4.xml · nonDerivative · entry 1 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,506 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 4, 2017. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 1,716 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001031 · doc4.xml · derivative · entry 2 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,434 Underlying: Common · 1,716 shares Expires 2026-01-08 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 |
| December 30, 2016 Filed Jan 4, 2017 21:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001031 · doc4.xml · nonDerivative · entry 1 Smyth Declan · CIK 0001657037 · Pres., Advanced Surgical, Orth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,053 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.