Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HARVARD BIOSCIENCE INCHBIO · Entity 7369 | Director | May 21, 2024 | May 23, 2024 |
| OSI SYSTEMS INCOSIS · Entity 4160 | EVP & CFO | August 24, 2026 | August 25, 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.
HARVARD BIOSCIENCE INC
Report date May 21, 2024 · Filed May 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 273,911 |
Reported balance
After 2024-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-21 · Grant · Acquired 45,872 · Balance 273,911 F1: Represents an award of 45,872 restricted stock units that fully vest on the earlier to occur of (i) the date of the Issuer's next Annual Meeting of Stockholders after May 14, 2024, immediately prior to the commencement of such meeting, and (ii) May 21, 2025. F2: Includes (a) the award described in footnote (1) above and (b) 228,039 shares of common stock held by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of 45,872 restricted stock units that fully vest on the earlier to occur of (i) the date of the Issuer's next Annual Meeting of Stockholders after May 14, 2024, immediately prior to the commencement of such meeting, and (ii) May 21, 2025.
F2: Includes (a) the award described in footnote (1) above and (b) 228,039 shares of common stock held by the Reporting Person.
OSI SYSTEMS INC
Report date August 24, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 306,538 |
Ending reported balance
After 2026-08-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-24 · Grant · Acquired 21,871 · Balance 325,915 F1: RSUs are issued pursuant to performance based vesting. Row 2 · 2026-08-24 · Tax withholding · Disposed 19,377 · Balance 306,538 F2: Pursuant to a net settlement, shares of stock were tendered to pay for the tax withholding. No shares of stock were sold. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs are issued pursuant to performance based vesting.
F2: Pursuant to a net settlement, shares of stock were tendered to pay for the tax withholding. No shares of stock were sold.
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 |
|---|---|---|---|---|---|---|
| July 02, 2018 Filed Jul 2, 2018 23:24 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 214 | $49.51 | $10,595.14 |
DisclosureSEC source: 0001179110-18-009235 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,426 F1 · shares: Acquired Pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 01:18 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Exercise / conversionOption to Purchase Common Stock · Derivative | 14,000 | $23.18 Strike: $23.18 | $324,520.00 |
DisclosureSEC source: 0001179110-18-001752 · edgar.xml · derivative · entry 5 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 14,000 shares Expires 2018-02-07 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 07, 2018 Filed Feb 8, 2018 01:18 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 8,642 | $59.92 | $517,828.64 |
DisclosureSEC source: 0001179110-18-001752 · edgar.xml · nonDerivative · entry 3 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,212 F1 · shares: Pursuant with a net settlement, shares of stock were tendered to pay for the exercise price of the options and tax withholding. No shares of stock were sold. Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 01:18 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Exercise / conversionCommon Stock | 14,000 | $23.18 | $324,520.00 |
DisclosureSEC source: 0001179110-18-001752 · edgar.xml · nonDerivative · entry 2 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,854 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 05, 2018 Filed Feb 8, 2018 01:18 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Exercise / conversionOption to Purchase Common Stock · Derivative | 10,000 | $20.92 Strike: $20.92 | $209,200.00 |
DisclosureSEC source: 0001179110-18-001752 · edgar.xml · derivative · entry 4 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,000 Underlying: Common Stock · 10,000 shares Expires 2018-07-27 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 05, 2018 Filed Feb 8, 2018 01:18 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Exercise / conversionCommon Stock | 10,000 | $20.92 | $209,200.00 |
DisclosureSEC source: 0001179110-18-001752 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,854 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 3, 2018 22:25 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 214 | $49.51 | $10,595.14 |
DisclosureSEC source: 0001179110-18-000357 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,854 F1 · shares: Acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 00:37 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 18,104 | $86.16 | $1,559,840.64 |
DisclosureSEC source: 0001179110-17-012580 · edgar.xml · nonDerivative · entry 3 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,640 F1 · shares: Pursuant with a net settlement, shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 00:37 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 34,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012580 · edgar.xml · nonDerivative · entry 2 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,744 F2 · shares: Shares are issued pursuant to performance based vestings. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 00:37 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 14,611 | $86.16 | $1,258,883.76 |
DisclosureSEC source: 0001179110-17-012580 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,053 F1 · shares: Pursuant with a net settlement, shares of stock were tendered to satisfy tax withholding obligations. No shares of stock were sold. Read SEC document |
| September 13, 2017 Filed Sep 16, 2017 00:29 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Exercise / conversionOption to Purchase Common Stock · Derivative | 13,000 | $20.02 Strike: $20.02 | $260,260.00 |
DisclosureSEC source: 0001179110-17-012348 · edgar.xml · derivative · entry 3 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,000 Underlying: Common Stock · 13,000 shares Expires 2017-09-16 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 |
| September 13, 2017 Filed Sep 16, 2017 00:29 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 8,292 | $82.53 | $684,338.76 |
DisclosureSEC source: 0001179110-17-012348 · edgar.xml · nonDerivative · entry 2 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,664 F1 · shares: Pursuant with a net settlement, shares of stock were tendered to pay for the exercise price of the options and tax withholding. No shares of stock were sold. Read SEC document |
| September 13, 2017 Filed Sep 16, 2017 00:29 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Exercise / conversionCommon Stock | 13,000 | $20.02 | $260,260.00 |
DisclosureSEC source: 0001179110-17-012348 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,956 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 |
| August 14, 2017 Filed Aug 16, 2017 23:16 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 22,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011578 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,956 F1 · shares: Shares are restricted stock units issued to the Reporting Person pursuant to the OSI Systems, Inc. 2012 Incentive Award Plan. Vesting and amount of shares is subject to achievement of performance targets. Read SEC document |
| July 03, 2017 Filed Jul 3, 2017 22:08 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 214 | $49.51 | $10,595.14 |
DisclosureSEC source: 0001179110-17-009918 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,003 F1 · shares: Acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 23:58 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Exercise / conversionOption to Purchase Common Stock · Derivative | 35,000 | $20.02 Strike: $20.02 | $700,700.00 |
DisclosureSEC source: 0001179110-17-004762 · edgar.xml · derivative · entry 3 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,000 Underlying: Common Stock · 35,000 shares Expires 2017-09-16 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 · shares: Ten year options expiring in 2017. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 23:58 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | SaleCommon Stock | 35,000 | $73.14 | $2,559,900.00 |
DisclosureSEC source: 0001179110-17-004762 · edgar.xml · nonDerivative · entry 2 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,789 Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 23:58 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Exercise / conversionCommon Stock | 35,000 | $20.02 | $700,700.00 |
DisclosureSEC source: 0001179110-17-004762 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,789 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 00:56 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 214 | $49.51 | $10,595.14 |
DisclosureSEC source: 0001179110-17-000131 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,789 F1 · shares: Acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| October 21, 2016 Filed Oct 21, 2016 22:06 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 17,514 | $66.22 | $1,159,777.08 |
DisclosureSEC source: 0001179110-16-030866 · edgar.xml · nonDerivative · entry 3 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,575 F1 · shares: Pursuant with a net settlement, shares of stock were rendered to satisfy tax withholding obligations. No shares of stock were sold. Read SEC document |
| October 21, 2016 Filed Oct 21, 2016 22:06 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | GrantCommon Stock | 33,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030866 · edgar.xml · nonDerivative · entry 2 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,089 F2 · shares: Shares are issued pursuant to performance based vestings. Read SEC document |
| October 21, 2016 Filed Oct 21, 2016 22:06 UTC | OSI SYSTEMS INC OSIS · Entity 4160 | Tax withholdingCommon Stock | 13,400 | $66.22 | $887,348.00 |
DisclosureSEC source: 0001179110-16-030866 · edgar.xml · nonDerivative · entry 1 EDRICK ALAN I · CIK 0001195340 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,527 F1 · shares: Pursuant with a net settlement, shares of stock were rendered to satisfy tax withholding obligations. No shares of stock were sold. 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.