Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP TECHNOLOGIES INCUFPT · Entity 4409 | Director | May 05, 2017 | May 08, 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.
UFP TECHNOLOGIES INC
Report date May 05, 2017 · Filed May 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 18,103 |
Ending reported balance
After 2017-05-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-05-05 · Exercise / conversion · Acquired 2,088 · Balance 19,600 Row 2 · 2017-05-05 · Exercise / conversion · Acquired 2,864 · Balance 22,464 Row 3 · 2017-05-05 · Tax withholding · Disposed 4,361 · Balance 18,103 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.04 · Expires 2024-06-11 | Direct | 0 |
Reported balance
After 2017-05-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-05-05 · Exercise / conversion · Disposed 2,088 · Balance 0 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.02 · Expires 2026-06-09 | Direct | 0 |
Reported balance
After 2017-05-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-05-05 · Exercise / conversion · Disposed 2,864 · 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 05, 2017 Filed May 8, 2017 15:26 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,864 | $0.00 Strike: $22.02 | $0.00 |
DisclosureSEC source: 0001240679-17-000010 · edgar.xml · derivative · entry 5 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,864 shares Expires 2026-06-09 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 05, 2017 Filed May 8, 2017 15:26 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,088 | $0.00 Strike: $25.04 | $0.00 |
DisclosureSEC source: 0001240679-17-000010 · edgar.xml · derivative · entry 4 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,088 shares Expires 2024-06-11 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. Read SEC document |
| May 05, 2017 Filed May 8, 2017 15:26 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Tax withholdingCommon Stock, $.01 Par Value | 4,361 | $26.45 | $115,348.45 |
DisclosureSEC source: 0001240679-17-000010 · edgar.xml · nonDerivative · entry 3 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,103 Read SEC document |
| May 05, 2017 Filed May 8, 2017 15:26 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 2,864 | $22.02 | $63,065.28 |
DisclosureSEC source: 0001240679-17-000010 · edgar.xml · nonDerivative · entry 2 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,464 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 05, 2017 Filed May 8, 2017 15:26 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 2,088 | $25.04 | $52,283.52 |
DisclosureSEC source: 0001240679-17-000010 · edgar.xml · nonDerivative · entry 1 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,921 | $0.00 Strike: $19.97 | $0.00 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · derivative · entry 11 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,921 shares Expires 2025-07-10 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,227 | $0.00 Strike: $19.08 | $0.00 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · derivative · entry 10 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,227 shares Expires 2023-07-12 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,295 | $0.00 Strike: $16.32 | $0.00 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · derivative · entry 9 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,295 shares Expires 2022-06-14 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,058 | $0.00 Strike: $16.17 | $0.00 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · derivative · entry 8 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,058 shares Expires 2021-07-08 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,423 | $0.00 Strike: $12.37 | $0.00 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · derivative · entry 7 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,423 shares Expires 2018-06-04 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Tax withholdingCommon Stock, $.01 Par Value | 6,514 | $25.50 | $166,107.00 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · nonDerivative · entry 6 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,512 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 2,921 | $19.97 | $58,332.37 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · nonDerivative · entry 5 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,026 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 1,227 | $19.08 | $23,411.16 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · nonDerivative · entry 4 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,105 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 1,295 | $16.32 | $21,134.40 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · nonDerivative · entry 3 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,878 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 2,058 | $16.17 | $33,277.86 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · nonDerivative · entry 2 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,583 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 |
| November 09, 2016 Filed Nov 14, 2016 15:41 UTC | UFP TECHNOLOGIES INC UFPT · Entity 4409 | Exercise / conversionCommon Stock, $.01 Par Value | 2,423 | $12.37 | $29,972.51 |
DisclosureSEC source: 0001240679-16-000062 · edgar.xml · nonDerivative · entry 1 Stevenson David K · CIK 0001395054 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,525 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.