Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Chief Legal Officer | August 24, 2026 | August 26, 2026 |
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 August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,319 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 9,370 · Balance 87,319 F1: This transaction was executed in multiple trades at prices ranging from $48.88 to $48.89 per share. The price reported above reflects the weighted average sales 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $48.88 to $48.89 per share. The price reported above reflects the weighted average sales 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.
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 24, 2026 Filed Aug 26, 2026 10:50 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 9,370 | $48.89 | $458,099.30 |
DisclosureSEC source: 0001861996-26-000006 · wk-form4_1787741408.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,319 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.88 to $48.89 per share. The price reported above reflects the weighted average sales 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 |
| June 30, 2026 Filed Jul 2, 2026 13:03 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 636 | $23.78 | $15,124.08 |
DisclosureSEC source: 0001861996-26-000004 · wk-form4_1782997415.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,689 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2026. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 30, 2026, which is the last trading day of the applicable offering period. The closing price on June 30, 2026, was $27.98. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:52 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 15,687 | $31.26 | $490,375.62 |
DisclosureSEC source: 0001861996-26-000002 · wk-form4_1772574742.xml · nonDerivative · entry 3 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,053 F3 · 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 or Performance Share Award. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:52 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 15,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001861996-26-000002 · wk-form4_1772574742.xml · nonDerivative · entry 2 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,740 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:52 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 27,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001861996-26-000002 · wk-form4_1772574742.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,542 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 12:48 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 822 | $25.84 | $21,240.48 |
DisclosureSEC source: 0001323885-25-000077 · wk-form4_1751460512.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,551 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2025. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 2, 2025, which is the first trading day of the applicable offering period. The closing price on January 2, 2025 was $30.40. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:59 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 9,870 | $38.74 | $382,363.80 |
DisclosureSEC source: 0001323885-25-000019 · wk-form4_1741125591.xml · nonDerivative · entry 3 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,729 F3 · 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 or Performance Share Award. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:59 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 6,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000019 · wk-form4_1741125591.xml · nonDerivative · entry 2 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,599 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:59 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 19,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000019 · wk-form4_1741125591.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,020 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:26 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 707 | $19.35 | $13,680.45 |
DisclosureSEC source: 0001323885-24-000100 · wk-form4_1719951952.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,661 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2024. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 28, 2024, which is the last trading day of the applicable offering period. The closing price on June 28, 2024 was $22.77. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 12:41 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 1,885 | $32.16 | $60,621.60 |
DisclosureSEC source: 0001323885-24-000046 · wk-form4_1710938484.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,954 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted on February 24, 2023. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 12:28 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 8,231 | $37.36 | $307,510.16 |
DisclosureSEC source: 0001323885-24-000040 · wk-form4_1709814482.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,839 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted on February 24, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $36.57 to $37.74 per share. The price reported above reflects the weighted average sales 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 01, 2024 Filed Mar 5, 2024 21:45 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 8,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000035 · wk-form4_1709675103.xml · nonDerivative · entry 2 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,070 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:45 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 22,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000035 · wk-form4_1709675103.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,839 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 12:40 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 1,248 | $34.43 | $42,968.64 |
DisclosureSEC source: 0001323885-23-000112 · wk-form4_1699015194.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,789 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted on February 24, 2023. Read SEC document |
| July 26, 2023 Filed Jul 28, 2023 12:39 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 3,417 | $57.09 | $195,076.53 |
DisclosureSEC source: 0001323885-23-000099 · wk-form4_1690547968.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,037 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted on February 24, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $56.75 to $57.50 per share. The price reported above reflects the weighted average sales 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 |
| June 30, 2023 Filed Jul 3, 2023 12:14 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 557 | $38.11 | $21,227.27 |
DisclosureSEC source: 0001323885-23-000079 · wk-form4_1688386461.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,454 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2023. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 3, 2023, which is the first trading day of the applicable offering period. The closing price on January 3, 2023 was $44.84. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 12:43 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 1,422 | $47.03 | $66,876.66 |
DisclosureSEC source: 0001323885-23-000073 · wk-form4_1686141814.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,897 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted on February 24, 2023. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:03 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 4,417 | $44.83 | $198,014.11 |
DisclosureSEC source: 0001323885-23-000049 · wf-form4_168314416777718.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,319 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan adopted on February 24, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $44.31 to $45.45 per share. The price reported above reflects the weighted average sales 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 01, 2023 Filed Mar 3, 2023 22:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 6,894 | $38.81 | $267,556.14 |
DisclosureSEC source: 0001323885-23-000031 · wf-form4_167788176034477.xml · nonDerivative · entry 3 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,736 F3 · 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 or Performance Share Award. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 16,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000031 · wf-form4_167788176034477.xml · nonDerivative · entry 2 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,630 F2 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 8,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000031 · wf-form4_167788176034477.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,526 F1 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The award had both a Company performance goal and a service period requirement, which were both met. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 350 | $34.73 | $12,155.50 |
DisclosureSEC source: 0001323885-22-000093 · wf-form4_165705262736127.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,490 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2022. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 30, 2022, which is the last trading day of the applicable offering period. The closing price on June 30, 2022 was $40.86. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:30 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 7,299 | $69.59 | $507,937.41 |
DisclosureSEC source: 0001323885-22-000023 · wf-form4_164634299735384.xml · nonDerivative · entry 3 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,140 F3 · 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 or Performance Share Award. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:30 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 6,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000023 · wf-form4_164634299735384.xml · nonDerivative · entry 2 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,439 F2 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:30 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 7,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000023 · wf-form4_164634299735384.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,614 F1 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The award had both a Company performance goal and a service period requirement, which were both met. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 13:35 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 24 | $59.10 | $1,418.40 |
DisclosureSEC source: 0001209191-22-000384 · doc4.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,825 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended December 31, 2021. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on December 31, 2021, which was the last trading day of the applicable offering period. The closing price on December 31, 2021 was $69.53. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:03 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 336 | $79.53 | $26,722.08 |
DisclosureSEC source: 0001209191-21-044872 · doc4.xml · nonDerivative · entry 2 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,801 F3 · shares: These shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 20:03 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 428 | $45.72 | $19,568.16 |
DisclosureSEC source: 0001209191-21-044872 · doc4.xml · nonDerivative · entry 1 Dahlquist Karl S. · CIK 0001861996 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,137 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2021. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 4, 2021, which was the first trading day of the applicable offering period. The closing price on January 4, 2021 was $53.79. 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.