Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acutus Medical, Inc.AFIB · Entity 83848 | Director | June 15, 2023 | June 15, 2023 |
| TANDEM DIABETES CARE INCTNDM · Entity 4682 | Director · PRESIDENT & CEO | August 15, 2026 | August 18, 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.
Acutus Medical, Inc.
Report date June 15, 2023 · Filed June 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| FORM 4SEC Table I · non-derivative | Direct | 24,347 |
Reported balance
After 2023-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-15 · Grant · Acquired 8,400 · Balance 24,347 F1: Common Stock F2: Each annual restricted stock unit ("Annual RSU") will be scheduled to vest as to all of the Shares of Common Stock ("Shares) subject to such Annual RSU on the first anniversary of the date of grant of such Annual RSU, if on such date the Reporting Person has remained in continuous service as a director. |
| FORM 4SEC Table II · derivative / convertible security · Conversion / exercise price $0.83 · Expires 2033-06-15 | Direct | 19,600 |
Reported balance
After 2023-06-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-15 · Grant · Acquired 19,600 · Balance 19,600 F3: Stock Options (Right to Buy) F4: Each annual stock option ("the Annual Option") will be scheduled to vest and become exercisable as to all of the Shares subject to such Annual Option on the first anniversary of the date of grant of such Annual Option, fi on such date the Reporting Person has remained in continuous service as director. F1: Common Stock |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock
F2: Each annual restricted stock unit ("Annual RSU") will be scheduled to vest as to all of the Shares of Common Stock ("Shares) subject to such Annual RSU on the first anniversary of the date of grant of such Annual RSU, if on such date the Reporting Person has remained in continuous service as a director.
F3: Stock Options (Right to Buy)
F4: Each annual stock option ("the Annual Option") will be scheduled to vest and become exercisable as to all of the Shares subject to such Annual Option on the first anniversary of the date of grant of such Annual Option, fi on such date the Reporting Person has remained in continuous service as director.
TANDEM DIABETES CARE INC
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 160,260 |
Ending reported balance
After 2026-08-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-15 · Exercise / conversion · Acquired 5,982 · Balance 158,425 Row 2 · 2026-08-15 · Tax withholding · Disposed 3,044 · Balance 155,381 F1: Shares withheld by the Issuer to satisfy tax withholding requirements upon the vesting of restricted stock units (RSUs). No shares were sold. Row 3 · 2026-08-15 · Exercise / conversion · Acquired 9,934 · Balance 165,315 Row 4 · 2026-08-15 · Tax withholding · Disposed 5,055 · Balance 160,260 F1: Shares withheld by the Issuer to satisfy tax withholding requirements upon the vesting of restricted stock units (RSUs). No shares were sold. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 17,947 |
Reported balance
After 2026-08-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-15 · Exercise / conversion · Disposed 5,982 · Balance 17,947 F2: Awarded on May 23, 2024 pursuant to the Tandem Diabetes Care Inc. 2023 Long-Term Incentive Plan, as amended, and agreements related thereto (the 2023 Plan). F3: Each RSU represents a contingent right to receive either one share of common stock of the Issuer or cash in lieu thereof, at the Issuer's discretion, in accordance with the terms of the 2023 Plan. F4: One-third of the RSUs granted on May 23, 2024 vested on May 15, 2025, with the remaining RSUs vesting in eight (8) equal quarterly installments thereafter, subject to the terms of the 2023 Plan. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 69,537 |
Reported balance
After 2026-08-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-15 · Exercise / conversion · Disposed 9,934 · Balance 69,537 F5: Awarded on May 30, 2025 pursuant to the 2023 Plan. F3: Each RSU represents a contingent right to receive either one share of common stock of the Issuer or cash in lieu thereof, at the Issuer's discretion, in accordance with the terms of the 2023 Plan. F6: One-third of the RSUs granted on May 30, 2025 vested on May 15, 2026, with the remaining RSUs vesting in eight (8) equal quarterly installments thereafter, subject to the terms of the 2023 Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy tax withholding requirements upon the vesting of restricted stock units (RSUs). No shares were sold.
F2: Awarded on May 23, 2024 pursuant to the Tandem Diabetes Care Inc. 2023 Long-Term Incentive Plan, as amended, and agreements related thereto (the 2023 Plan).
F3: Each RSU represents a contingent right to receive either one share of common stock of the Issuer or cash in lieu thereof, at the Issuer's discretion, in accordance with the terms of the 2023 Plan.
F4: One-third of the RSUs granted on May 23, 2024 vested on May 15, 2025, with the remaining RSUs vesting in eight (8) equal quarterly installments thereafter, subject to the terms of the 2023 Plan.
F5: Awarded on May 30, 2025 pursuant to the 2023 Plan.
F6: One-third of the RSUs granted on May 30, 2025 vested on May 15, 2026, with the remaining RSUs vesting in eight (8) equal quarterly installments thereafter, subject to the terms of the 2023 Plan.
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 |
|---|---|---|---|---|---|---|
| January 02, 2019 Filed Jan 3, 2019 21:19 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | Exercise / conversionStock Option · Derivative | 20,000 | $0.00 Strike: $2.59 | $0.00 |
DisclosureSEC source: 0001209191-19-000918 · doc4.xml · derivative · entry 5 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 20,000 shares Expires 2027-12-01 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. F5 · derivative.exercise_date: Fifty percent (50%) of the underlying shares subject to the option vested on 12/1/2018, and the remaining shares shall vest in twelve (12) equal monthly installments thereafter Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:19 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | SaleCommon Stock | 15,401 | $35.51 | $546,889.51 |
DisclosureSEC source: 0001209191-19-000918 · doc4.xml · nonDerivative · entry 4 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666 F4 · price: The price reported reflects the weighted average price per share of multiple transactions with prices per share ranging between $35.02 and $35.87. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:19 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | SaleCommon Stock | 4,599 | $36.23 | $166,621.77 |
DisclosureSEC source: 0001209191-19-000918 · doc4.xml · nonDerivative · entry 3 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,067 F3 · price: The price reported reflects the weighted average price per share of multiple transactions with prices per share ranging between $36.04 and $36.55. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:19 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | Exercise / conversionCommon Stock | 20,000 | $2.59 | $51,800.00 |
DisclosureSEC source: 0001209191-19-000918 · doc4.xml · nonDerivative · entry 2 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,666 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. F2 · shares: Represents shares of common stock received upon exercise of a stock option award. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:19 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | SaleCommon Stock | 788 | $37.81 | $29,797.04 |
DisclosureSEC source: 0001209191-19-000918 · doc4.xml · nonDerivative · entry 1 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666 F1 · price: The price reported reflects the weighted average price per share of multiple transactions with prices per share ranging between $37.75 and $37.85. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 23:26 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | GrantCommon Stock | 676 | $16.92 | $11,437.92 |
DisclosureSEC source: 0001209191-18-059310 · doc4.xml · nonDerivative · entry 1 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,454 F1 · date: The reporting person is voluntarily reporting the acquisition of shares of common stock pursuant to the Tandem Diabetes Care, Inc. Amended and Restated 2013 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of June 15, 2018 through November 15, 2018. This transaction is also exempt under Rule 16b-3(c). F2 · date: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 15, 2018. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 22:56 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | GrantStock Options · Derivative | 100,000 | $0.00 Strike: $18.86 | $0.00 |
DisclosureSEC source: 0001209191-18-038175 · doc4.xml · derivative · entry 1 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires not disclosed F1 · security: Granted pursuant to the Tandem Diabetes Care, Inc. 2013 Stock Incentive Plan. F2 · derivative.exercise_date: All shares subject to the option will vest as to 50% on 6/14/2019 and the remainder in 12 equal monthly installments thereafter F3 · derivative.expiration_date: The expiration date for these options is 10 years from the date of grant. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 22:56 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | GrantStock Opotion · Derivative | 100,000 | $0.00 Strike: $2.59 | $0.00 |
DisclosureSEC source: 0001209191-17-064029 · doc4.xml · derivative · entry 1 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires not disclosed F1 · security: Granted pursuant to the Tandem Diabetes Care, Inc. 2013 Stock Incentive Plan. The grant is contingent upon future stockholder approval of an increase in the number of shares reserved for issuance under the 2013 Stock Incentive Plan. F2 · derivative.exercise_date: The option shall vest as to fifty percent (50%) of the underlying shares on 12/1/2018, and the remaining shares shall vest in twelve (12) equal monthly installments thereafter. F3 · derivative.expiration_date: The expiration date for these options is ten (10) years from the date of grant. Read SEC document |
| May 17, 2017 Filed May 18, 2017 21:07 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | GrantStock Options · Derivative | 105,000 | $0.00 Strike: $0.90 | $0.00 |
DisclosureSEC source: 0001209191-17-033638 · doc4.xml · derivative · entry 1 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 Underlying: Common Stock · 105,000 shares Expires not disclosed F1 · security: Granted pursuant to the Tandem Diabetes Care, Inc. 2013 Stock Incentive Plan. F2 · derivative.exercise_date: All shares subject to the option will vest as to 25% on 5/17/2018 and the remainder in 36 equal monthly installments thereafter. F3 · derivative.expiration_date: The expiration date for these options is 10 years from the date of grant. Read SEC document |
| December 16, 2016 Filed Dec 17, 2016 01:42 UTC | TANDEM DIABETES CARE INC TNDM · Entity 4682 | GrantStock Options · Derivative | 169,200 | $0.00 Strike: $2.30 | $0.00 |
DisclosureSEC source: 0001209191-16-155753 · doc4.xml · derivative · entry 1 Sheridan John F · CIK 0001365369 · EVP, CHIEF OPERATING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,200 Underlying: Common Stock · 169,200 shares Expires not disclosed F1 · security: Granted pursuant to the Tandem Diabetes Care, Inc. 2013 Stock Incentive Plan. F2 · derivative.exercise_date: All shares subject to the option will vest as to 50% on 12/16/2017 and the remainder in 12 equal monthly installments thereafter. F3 · derivative.expiration_date: The expiration date for these options is 10 years from the date of grant. 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.