Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBUS MEDICAL INCGMED · Entity 3496 | Director | August 18, 2026 | August 19, 2026 |
| SAFEGUARD SCIENTIFICS INCSFE · Entity 9612 | Director · President & CEO | June 15, 2018 | June 18, 2018 |
| VIRTUS INVESTMENT PARTNERS, INC.VRTS · Entity 4916 | Director | March 06, 2024 | March 07, 2024 |
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.
GLOBUS MEDICAL INC
Report date August 18, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-08-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-18 · Exercise / conversion · Acquired 25,000 · Balance 25,000 Row 2 · 2026-08-18 · Sale · Disposed 25,000 · Balance 0 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.92 to $87.16, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. |
| Stock Option (Right to Buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $53.27 · Expires 2030-01-22 | Direct | 0 |
Reported balance
After 2026-08-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-18 · Exercise / conversion · Disposed 25,000 · Balance 0 F2: These options were granted on January 22, 2020 and are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.92 to $87.16, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4.
F2: These options were granted on January 22, 2020 and are fully vested.
SAFEGUARD SCIENTIFICS INC
Report date June 15, 2018 · Filed June 18, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 180,014 |
Reported balance
After 2018-06-15 transaction · row 1
1 source rowRow 1 · 2018-06-15 · Tax withholding · Disposed 1,104 · Balance 180,014 |
| Common StockSEC Table I · non-derivative | IndirectSTZ DB Plan | 11,490 |
Reported balance
Holding disclosure · report date 2018-06-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,490 |
VIRTUS INVESTMENT PARTNERS, INC.
Report date March 06, 2024 · Filed March 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,549 |
Reported balance
After 2024-03-06 transaction · row 1
1 source rowRow 1 · 2024-03-06 · Sale · Disposed 2,150 · Balance 3,549 |
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 |
|---|---|---|---|---|---|---|
| October 31, 2016 Filed Nov 1, 2016 15:42 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | PurchaseCommon Stock | 500 | $11.83 | $5,917.00 |
DisclosureSEC source: 0000086115-16-000312 · wf-form4_147801493587495.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · STZ DB Plan Disclosed balance after: 9,890 F1 · price: The purchase price reported is the average purchase price paid for the shares. The shares were purchased at prices ranging from $11.825 to $11.85. Reporting person will provide, upon the request of the SEC staff, the issuer or its shareowners, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| October 15, 2016 Filed Oct 18, 2016 12:11 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | Tax withholdingCommon Stock | 79 | $13.02 | $1,028.50 |
DisclosureSEC source: 0000086115-16-000301 · wf-form4_147679266759903.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,986 Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 14:55 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | Tax withholdingCommon Stock | 94 | $13.33 | $1,252.55 |
DisclosureSEC source: 0000086115-16-000289 · wf-form4_147576569631803.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,065 Read SEC document |
| October 02, 2016 Filed Oct 3, 2016 18:18 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | Tax withholdingCommon Stock | 23 | $12.94 | $297.72 |
DisclosureSEC source: 0000086115-16-000281 · wf-form4_147551870852835.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,159 Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 13:49 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | Tax withholdingCommon Stock | 424 | $12.98 | $5,503.52 |
DisclosureSEC source: 0000086115-16-000274 · wf-form4_147403373403358.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,182 Read SEC document |
| September 14, 2016 Filed Sep 15, 2016 13:03 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | PurchaseCommon Stock | 1,900 | $12.78 | $24,282.00 |
DisclosureSEC source: 0000086115-16-000269 · wf-form4_147394458262154.xml · nonDerivative · entry 2 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · STZ DB Plan Disclosed balance after: 9,390 F1 · price: The purchase price reported is the average purchase price paid for the shares. The shares were purchased at prices ranging from $12.7800 to $12.7799. Due to field restrictions in Table 1, Column 4, all decimal places do not appear. The total weighted average purchase price is actually $12.779978. Reporting person will provide, upon the request of the SEC staff, the issuer or its shareowners, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 13:03 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | PurchaseCommon Stock | 2,000 | $12.73 | $25,460.00 |
DisclosureSEC source: 0000086115-16-000269 · wf-form4_147394458262154.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · STZ DB Plan Disclosed balance after: 7,490 Read SEC document |
| September 05, 2016 Filed Sep 7, 2016 12:34 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | Tax withholdingCommon Stock | 94 | $13.94 | $1,310.36 |
DisclosureSEC source: 0000086115-16-000267 · wf-form4_147325167203776.xml · nonDerivative · entry 2 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,606 Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 12:34 UTC | SAFEGUARD SCIENTIFICS INC SFE · Entity 9612 | Tax withholdingCommon Stock | 23 | $13.94 | $320.62 |
DisclosureSEC source: 0000086115-16-000267 · wf-form4_147325167203776.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,700 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.