Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inogen IncINGN · Entity 2083 | EVP, Bus Dev, GC & Sec | September 01, 2026 | September 03, 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.
Inogen Inc
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,972 |
Ending reported balance
After 2026-09-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-01 · Grant · Acquired 1,500 · Balance 23,507 F1: Shares acquired through the Company's 2014 Employee Stock Purchase Plan. Row 2 · 2026-09-01 · Exercise / conversion · Acquired 18,136 · Balance 41,643 Row 3 · 2026-09-01 · Tax withholding · Disposed 8,671 · Balance 32,972 F2: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock unit award that vested on September 1, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 18,135 |
Reported balance
After 2026-09-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-01 · Exercise / conversion · Disposed 18,136 · Balance 18,135 F3: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F4: 1/3rd of the restricted stock units vested on September 1, 2026 (the "Vesting Commencement Date"), and subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through the Company's 2014 Employee Stock Purchase Plan.
F2: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock unit award that vested on September 1, 2026.
F3: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock.
F4: 1/3rd of the restricted stock units vested on September 1, 2026 (the "Vesting Commencement Date"), and subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 21:01 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionRestricted Stock Unit · Derivative | 18,136 | $0.00 | $0.00 |
DisclosureSEC source: 0002031211-26-000004 · ownership.xml · derivative · entry 4 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,135 Underlying: Common Stock · 18,136 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F4 · derivative.exercise_date: 1/3rd of the restricted stock units vested on September 1, 2026 (the "Vesting Commencement Date"), and subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. F4 · derivative.expiration_date: 1/3rd of the restricted stock units vested on September 1, 2026 (the "Vesting Commencement Date"), and subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:01 UTC | Inogen Inc INGN · Entity 2083 | Tax withholdingCommon Stock | 8,671 | $5.33 | $46,216.43 |
DisclosureSEC source: 0002031211-26-000004 · ownership.xml · nonDerivative · entry 3 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,972 F2 · shares: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock unit award that vested on September 1, 2026. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:01 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 18,136 | $0.00 | $0.00 |
DisclosureSEC source: 0002031211-26-000004 · ownership.xml · nonDerivative · entry 2 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,643 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 01, 2026 Filed Sep 3, 2026 21:01 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 1,500 | $5.33 | $7,995.00 |
DisclosureSEC source: 0002031211-26-000004 · ownership.xml · nonDerivative · entry 1 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,507 F1 · shares: Shares acquired through the Company's 2014 Employee Stock Purchase Plan. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:57 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionRestricted Stock Unit · Derivative | 14,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088591 · ownership.xml · derivative · entry 5 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,011 Underlying: Common Stock · 14,005 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F5 · derivative.exercise_date: 1/3rd of the restricted stock units vested on March 1, 2026 (the "2026 Vesting Commencement Date"), and subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the 2026 Vesting Commencement Date. F5 · derivative.expiration_date: 1/3rd of the restricted stock units vested on March 1, 2026 (the "2026 Vesting Commencement Date"), and subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the 2026 Vesting Commencement Date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:57 UTC | Inogen Inc INGN · Entity 2083 | Tax withholdingCommon Stock | 6,276 | $6.10 | $38,283.60 |
DisclosureSEC source: 0001193125-26-088591 · ownership.xml · nonDerivative · entry 3 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,007 F2 · shares: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock unit award that vested on March 1, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:57 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 14,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088591 · ownership.xml · nonDerivative · entry 2 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,283 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, 2026 Filed Mar 3, 2026 16:57 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 1,500 | $6.10 | $9,150.00 |
DisclosureSEC source: 0001193125-26-088591 · ownership.xml · nonDerivative · entry 1 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,278 F1 · shares: Shares acquired through the Company's 2014 Employee Stock Purchase Plan. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 16:57 UTC | Inogen Inc INGN · Entity 2083 | GrantRestricted Stock Unit · Derivative | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088591 · ownership.xml · derivative · entry 4 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F4 · derivative.exercise_date: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2027 (the "2027 Vesting Commencement Date"), and 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the 2027 Vesting Commencement Date. F4 · derivative.expiration_date: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2027 (the "2027 Vesting Commencement Date"), and 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the 2027 Vesting Commencement Date. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 17:02 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionRestricted Stock Unit · Derivative | 18,135 | $0.00 | $0.00 |
DisclosureSEC source: 0002031211-25-000005 · ownership.xml · derivative · entry 4 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,271 Underlying: Common Stock · 18,135 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F4 · derivative.exercise_date: 1/3rd of the restricted stock units vested on September 1, 2025 (the "Vesting Commencement Date"), and subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. F4 · derivative.expiration_date: 1/3rd of the restricted stock units vested on September 1, 2025 (the "Vesting Commencement Date"), and subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 17:02 UTC | Inogen Inc INGN · Entity 2083 | Tax withholdingCommon Stock | 8,043 | $7.99 | $64,263.57 |
DisclosureSEC source: 0002031211-25-000005 · ownership.xml · nonDerivative · entry 3 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,778 F2 · shares: The reported shares were withheld to cover the Reporting Person's tax withholding liability in connection with a portion of a time-based restricted stock unit award that vested on September 1, 2025. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 17:02 UTC | Inogen Inc INGN · Entity 2083 | Exercise / conversionCommon Stock | 18,135 | $0.00 | $0.00 |
DisclosureSEC source: 0002031211-25-000005 · ownership.xml · nonDerivative · entry 2 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,821 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 01, 2025 Filed Sep 3, 2025 17:02 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 1,500 | $7.99 | $11,985.00 |
DisclosureSEC source: 0002031211-25-000005 · ownership.xml · nonDerivative · entry 1 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,686 F1 · shares: Shares acquired through the Company's 2014 Employee Stock Purchase Plan. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 18:43 UTC | Inogen Inc INGN · Entity 2083 | GrantCommon Stock | 1,186 | $8.33 | $9,879.38 |
DisclosureSEC source: 0000950170-25-032643 · ownership.xml · nonDerivative · entry 1 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,186 F1 · shares: Shares acquired through the Company's 2014 Employee Stock Purchase Plan. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:43 UTC | Inogen Inc INGN · Entity 2083 | GrantRestricted Stock Unit · Derivative | 42,016 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032643 · ownership.xml · derivative · entry 2 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,016 Underlying: Common Stock · 42,016 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F3 · derivative.exercise_date: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2026 (the "Vesting Commencement Date"), and 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. F3 · derivative.expiration_date: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest on March 1, 2026 (the "Vesting Commencement Date"), and 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 19:45 UTC | Inogen Inc INGN · Entity 2083 | GrantRestricted Stock Unit · Derivative | 54,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-086207 · ownership.xml · derivative · entry 1 Smith Kevin P. · CIK 0002031211 · EVP, Bus Dev, GC & Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,406 Underlying: Common Stock · 54,406 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Inogen common stock. F2 · derivative.exercise_date: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest one year from September 1, 2024 (the "Vesting Commencement Date"), and 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. F2 · derivative.expiration_date: Subject to the reporting person's continued service, 1/3rd of the restricted stock units shall vest one year from September 1, 2024 (the "Vesting Commencement Date"), and 1/3rd of the restricted stock units shall vest every year thereafter on the same day of the year as the Vesting Commencement Date. 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.