Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | SVP, Ops & Quality | June 30, 2017 | July 05, 2017 |
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.
AtriCure, Inc.
Report date June 30, 2017 · Filed July 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,549 |
Reported balance
After 2017-06-30 transaction · row 1
1 source rowRow 1 · 2017-06-30 · Grant · Acquired 960 · Balance 66,549 F1: Shares acquired pursuant to the AtriCure, Inc. 2008 Employee Stock Purchase Plan for the period ended June 30, 2017. F2: Closing price on June 30, 2017 was $24.25. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the AtriCure, Inc. 2008 Employee Stock Purchase Plan for the period ended June 30, 2017.
F2: Closing price on June 30, 2017 was $24.25.
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 |
|---|---|---|---|---|---|---|
| June 30, 2017 Filed Jul 5, 2017 16:15 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 960 | $16.32 | $15,667.20 |
DisclosureSEC source: 0001209191-17-043289 · doc4.xml · nonDerivative · entry 1 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,549 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2008 Employee Stock Purchase Plan for the period ended June 30, 2017. F2 · price: Closing price on June 30, 2017 was $24.25. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 17:22 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $6.27 | $0.00 |
DisclosureSEC source: 0001209191-17-022088 · doc4.xml · derivative · entry 3 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2022-10-25 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. F2 · derivative.exercise_date: These options were granted on October 25, 2012 and are exercisable as to 25% of the shares upon the one-year anniversary of the date of grant and the remaining 75% thereafter vests and is exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 17:22 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 20,000 | $18.85 | $377,000.00 |
DisclosureSEC source: 0001209191-17-022088 · doc4.xml · nonDerivative · entry 2 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,589 F1 · price: This transaction was executed in multiple trades at prices ranging from $18.64 to $18.99 per share. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 17:22 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 20,000 | $6.27 | $125,400.00 |
DisclosureSEC source: 0001209191-17-022088 · doc4.xml · nonDerivative · entry 1 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,589 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 |
| March 01, 2017 Filed Mar 3, 2017 16:18 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 2,506 | $18.95 | $47,488.70 |
DisclosureSEC source: 0001209191-17-017480 · doc4.xml · nonDerivative · entry 2 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,589 F2 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to Restricted Stock Awards. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 16:18 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017480 · doc4.xml · nonDerivative · entry 1 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,095 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The shares will vest 25% annually over four years from date of grant. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 16:27 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 699 | $15.70 | $10,974.30 |
DisclosureSEC source: 0001209191-17-005720 · doc4.xml · nonDerivative · entry 1 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,095 F1 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 16:29 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 800 | $19.41 | $15,528.00 |
DisclosureSEC source: 0001209191-16-157010 · doc4.xml · nonDerivative · entry 1 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,794 F1 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 16:26 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 5,038 | $18.77 | $94,563.26 |
DisclosureSEC source: 0001209191-16-154413 · doc4.xml · nonDerivative · entry 1 LUX ANDREW L · CIK 0001213176 · SVP, Ops & Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,594 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.