Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MERIT MEDICAL SYSTEMS INC
Report date August 01, 2017 · Filed August 01, 2017
Section 16 reporting ended · disclosed 2017-08-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, No Par ValueSEC Table I · non-derivative | Direct | 6,000 |
Ending reported balance
After 2017-08-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-08-01 · Exercise / conversion · Acquired 20,000 · Balance 35,000 F1: The reporting person ceased to be a director of the Issuer on May 24, 2017. Row 2 · 2017-08-01 · Sale · Disposed 29,000 · Balance 6,000 F1: The reporting person ceased to be a director of the Issuer on May 24, 2017. F2: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.10 to 41.25, inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, 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 Form 4. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.75 · Expires 2018-08-11 | Direct | 0 |
Reported balance
After 2017-08-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-08-01 · Exercise / conversion · Disposed 20,000 · Balance 0 F3: Became exercisable in equal annual installments of 20% commencing 08/11/2012. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.91 · Expires 2019-05-23 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2017-08-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 20,000 F4: Became exercisable in equal annual installments of 20% commencing 05/23/2013. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.99 · Expires 2021-06-11 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2017-08-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 25,000 F5: Became exercisable in equal annual installments of 20% commencing 06/11/2015. Installments scheduled for vesting after 6/11/2017 will not be exercisable. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.27 · Expires 2022-05-22 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2017-08-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 25,000 F6: Became exercisable in equal annual installments of 20% commencing 05/22/2016. Installments scheduled for vesting after 5/22/2017 will not be exercisable. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.80 · Expires 2023-05-26 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2017-08-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 25,000 F7: Became exercisable in equal annual installments of 20% commencing 05/26/2017. Installments scheduled for vesting after 5/26/2017 will not be exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person ceased to be a director of the Issuer on May 24, 2017.
F2: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.10 to 41.25, inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, 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 Form 4.
F3: Became exercisable in equal annual installments of 20% commencing 08/11/2012.
F4: Became exercisable in equal annual installments of 20% commencing 05/23/2013.
F5: Became exercisable in equal annual installments of 20% commencing 06/11/2015. Installments scheduled for vesting after 6/11/2017 will not be exercisable.
F6: Became exercisable in equal annual installments of 20% commencing 05/22/2016. Installments scheduled for vesting after 5/22/2017 will not be exercisable.
F7: Became exercisable in equal annual installments of 20% commencing 05/26/2017. Installments scheduled for vesting after 5/26/2017 will not be exercisable.
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 |
|---|---|---|---|---|---|---|
| August 01, 2017 Filed Aug 1, 2017 23:22 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 20,000 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001179110-17-010914 · edgar.xml · derivative · entry 3 EDELMAN RICHARD W · CIK 0001184931 · See Footnote (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2018-08-11 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. F3 · derivative.exercise_date: Became exercisable in equal annual installments of 20% commencing 08/11/2012. Read SEC document |
| August 01, 2017 Filed Aug 1, 2017 23:22 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 29,000 | $41.19 | $1,194,597.00 |
DisclosureSEC source: 0001179110-17-010914 · edgar.xml · nonDerivative · entry 2 EDELMAN RICHARD W · CIK 0001184931 · See Footnote (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · date: The reporting person ceased to be a director of the Issuer on May 24, 2017. F2 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.10 to 41.25, inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, 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 Form 4. Read SEC document |
| August 01, 2017 Filed Aug 1, 2017 23:22 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 20,000 | $13.75 | $275,000.00 |
DisclosureSEC source: 0001179110-17-010914 · edgar.xml · nonDerivative · entry 1 EDELMAN RICHARD W · CIK 0001184931 · See Footnote (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 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 · date: The reporting person ceased to be a director of the Issuer on May 24, 2017. Read SEC document |
| June 30, 2017 Filed Jul 6, 2017 00:11 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 20,000 | $0.00 Strike: $9.95 | $0.00 |
DisclosureSEC source: 0001179110-17-010115 · edgar.xml · derivative · entry 5 EDELMAN RICHARD W · CIK 0001184931 · See Footnote (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2020-05-22 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. F5 · derivative.exercise_date: Became exercisable in equal annual installments of 20% commencing 05/22/2014. Installments scheduled for vesting after 5/22/2017 will not be exercisable. Read SEC document |
| June 30, 2017 Filed Jul 6, 2017 00:11 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 20,000 | $37.62 | $752,380.00 |
DisclosureSEC source: 0001179110-17-010115 · edgar.xml · nonDerivative · entry 2 EDELMAN RICHARD W · CIK 0001184931 · See Footnote (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · date: The reporting person ceased to be a director of the Issuer on May 24, 2017. F2 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.53 to 37.80, inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, 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 Form 4. Read SEC document |
| June 30, 2017 Filed Jul 6, 2017 00:11 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 20,000 | $9.95 | $199,000.00 |
DisclosureSEC source: 0001179110-17-010115 · edgar.xml · nonDerivative · entry 1 EDELMAN RICHARD W · CIK 0001184931 · See Footnote (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 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 · date: The reporting person ceased to be a director of the Issuer on May 24, 2017. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:50 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 13,379 | $0.00 Strike: $13.16 | $0.00 |
DisclosureSEC source: 0001179110-17-008141 · edgar.xml · derivative · entry 6 EDELMAN RICHARD W · CIK 0001184931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,379 shares Expires 2017-06-25 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. F5 · derivative.exercise_date: Became exercisable in equal annual installments of 20% commencing 06/25/2011. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:50 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 8,563 | $34.42 | $294,738.46 |
DisclosureSEC source: 0001179110-17-008141 · edgar.xml · nonDerivative · entry 4 EDELMAN RICHARD W · CIK 0001184931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · date: The Reporting Person ceased to be a director of the Issuer on March 24, 2017. F3 · shares: The Reporting Person paid the exercise price on a cashless basis, resulting in the Issuer's withholding of 8,563 of such shares to pay the exercise price and taxes and issuing the remaining 4,816 shares to the Reporting Person. F4 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.40 to 34.50, inclusive. The Reporting Person undertakes to provide to Issuer, any security holder of Issuer, 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 Form 4. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:50 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 13,379 | $13.16 | $176,067.64 |
DisclosureSEC source: 0001179110-17-008141 · edgar.xml · nonDerivative · entry 3 EDELMAN RICHARD W · CIK 0001184931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,563 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 · date: The Reporting Person ceased to be a director of the Issuer on March 24, 2017. F3 · shares: The Reporting Person paid the exercise price on a cashless basis, resulting in the Issuer's withholding of 8,563 of such shares to pay the exercise price and taxes and issuing the remaining 4,816 shares to the Reporting Person. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:50 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 11,621 | $0.00 Strike: $13.16 | $0.00 |
DisclosureSEC source: 0001179110-17-008141 · edgar.xml · derivative · entry 5 EDELMAN RICHARD W · CIK 0001184931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,379 Underlying: Common Stock · 11,621 shares Expires 2017-06-25 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. F5 · derivative.exercise_date: Became exercisable in equal annual installments of 20% commencing 06/25/2011. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:50 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 7,437 | $34.50 | $256,576.50 |
DisclosureSEC source: 0001179110-17-008141 · edgar.xml · nonDerivative · entry 2 EDELMAN RICHARD W · CIK 0001184931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,184 F1 · date: The Reporting Person ceased to be a director of the Issuer on March 24, 2017. F2 · shares: The Reporting Person paid the exercise price on a cashless basis, resulting in the Issuer's withholding of 7,437 of such shares to pay the exercise price and taxes and issuing the remaining 4,184 shares to the Reporting Person. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:50 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 11,621 | $13.16 | $152,932.36 |
DisclosureSEC source: 0001179110-17-008141 · edgar.xml · nonDerivative · entry 1 EDELMAN RICHARD W · CIK 0001184931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,621 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 · date: The Reporting Person ceased to be a director of the Issuer on March 24, 2017. F2 · shares: The Reporting Person paid the exercise price on a cashless basis, resulting in the Issuer's withholding of 7,437 of such shares to pay the exercise price and taxes and issuing the remaining 4,184 shares to the Reporting Person. 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.