Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pediatrix Medical Group, Inc.MD · Entity 4451 | Director | August 12, 2026 | August 14, 2026 |
| RTI SURGICAL, INC.RTIX · Entity 159205 | Director | March 08, 2019 | March 11, 2019 |
| SURGALIGN HOLDINGS, INC.RTIX · Entity 109633 | Director | February 26, 2020 | March 02, 2020 |
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.
Pediatrix Medical Group, Inc.
Report date August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,095 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Grant · Acquired 472 · Balance 19,095 F1: Restricted shares granted pursuant to Issuer's Second Amended and Restated 2008 Incentive Compensation Plan, reflecting an increase to the annual equity award. Shares will vest on May 7, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted pursuant to Issuer's Second Amended and Restated 2008 Incentive Compensation Plan, reflecting an increase to the annual equity award. Shares will vest on May 7, 2027.
RTI SURGICAL, INC.
Report date March 08, 2019 · Filed March 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-08 transaction · row 1
1 source rowRow 1 · 2019-03-08 · Disposition to issuer · Disposed 96,839 · Balance 0 F1: On March 8, 2019, pursuant to the Master Transaction Agreement, by and among the Issuer, RTI Surgical, Inc., a Delaware corporation ("Old RTI"), PS Spine Holdco, LLC, a Delaware limited liability company (the "Member"), and Bears Merger Sub, Inc., a Delaware corporation (the "Merger Sub"): (a) the Merger Sub merged with and into Old RTI, with Old RTI surviving as a wholly-owned subsidiary of the Issuer (the "Merger"); (b) the Member contributed all of the issued and outstanding membership interests of Paradigm Spine, LLC, a Delaware limited liability company and wholly owned subsidiary of the Member, to the Issuer; and (c) the Issuer was renamed "RTI Surgical Holdings, Inc." F2: Pursuant to the Master Transaction Agreement, at the effective time of the Merger: (a) each issued and outstanding share of common stock of Old RTI converted automatically into one share of the Issuer's common stock; (b) each issued and outstanding share of Series A Convertible Preferred Stock of Old RTI converted automatically into one share of the Issuer's Series A Convertible Preferred Stock; and (c) each stock option and restricted stock award granted by Old RTI converted into a stock option or restricted stock award, as applicable, of the Issuer with respect to an equivalent number of shares of the Issuer's common stock on the same terms and conditions as were applicable prior to the Closing. This report reflects the beneficial ownership of the reporting person at the time of the consummation of the Merger and does not include the securities of the Issuer acquired by the reporting person upon the consummation of the Merger. F3: The reporting person will file a Form 4 reflecting his acquisition of the Issuer's securities in connection with the consummation of the Mergers. F4: Total includes 21,322 shares of restricted stock that will vest on 2/26/2019. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 8, 2019, pursuant to the Master Transaction Agreement, by and among the Issuer, RTI Surgical, Inc., a Delaware corporation ("Old RTI"), PS Spine Holdco, LLC, a Delaware limited liability company (the "Member"), and Bears Merger Sub, Inc., a Delaware corporation (the "Merger Sub"): (a) the Merger Sub merged with and into Old RTI, with Old RTI surviving as a wholly-owned subsidiary of the Issuer (the "Merger"); (b) the Member contributed all of the issued and outstanding membership interests of Paradigm Spine, LLC, a Delaware limited liability company and wholly owned subsidiary of the Member, to the Issuer; and (c) the Issuer was renamed "RTI Surgical Holdings, Inc."
F2: Pursuant to the Master Transaction Agreement, at the effective time of the Merger: (a) each issued and outstanding share of common stock of Old RTI converted automatically into one share of the Issuer's common stock; (b) each issued and outstanding share of Series A Convertible Preferred Stock of Old RTI converted automatically into one share of the Issuer's Series A Convertible Preferred Stock; and (c) each stock option and restricted stock award granted by Old RTI converted into a stock option or restricted stock award, as applicable, of the Issuer with respect to an equivalent number of shares of the Issuer's common stock on the same terms and conditions as were applicable prior to the Closing. This report reflects the beneficial ownership of the reporting person at the time of the consummation of the Merger and does not include the securities of the Issuer acquired by the reporting person upon the consummation of the Merger.
F3: The reporting person will file a Form 4 reflecting his acquisition of the Issuer's securities in connection with the consummation of the Mergers.
F4: Total includes 21,322 shares of restricted stock that will vest on 2/26/2019.
SURGALIGN HOLDINGS, INC.
Report date February 26, 2020 · Filed March 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 121,531 |
Reported balance
After 2020-02-26 transaction · row 1
1 source rowRow 1 · 2020-02-26 · Grant · Acquired 24,692 · Balance 121,531 F1: Represents shares of restricted stock of RTI Surgical Holdings, Inc. (the "Company") granted to Ms. Weis as part of the director compensation program of the Company, all of which will vest on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock of RTI Surgical Holdings, Inc. (the "Company") granted to Ms. Weis as part of the director compensation program of the Company, all of which will vest on the first anniversary of the date of grant.
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 12, 2026 Filed Aug 14, 2026 21:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GrantCommon Stock | 472 | $26.50 | $12,508.00 |
DisclosureSEC source: 0001193125-26-352532 · ownership.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,095 F1 · kind: Restricted shares granted pursuant to Issuer's Second Amended and Restated 2008 Incentive Compensation Plan, reflecting an increase to the annual equity award. Shares will vest on May 7, 2027. Read SEC document |
| May 13, 2026 Filed May 14, 2026 21:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | SaleCommon Stock | 36,028 | $23.75 | $855,665.00 |
DisclosureSEC source: 0001193125-26-224280 · ownership.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Weis Family Trust U/A dtd 04/19/2002, John N. Weis & Shirley A. Weis Trustees Disclosed balance after: 0 F1 · price: The price in Column 4 is a weighted average price. The reported securities were sold in multiple transactions with prices ranging from $23.55 to $23.85 for a weighted average sales price of $23.75. The reporting person undertakes to provide the issuer, any security holder of the issuer 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 this footnote. F2 · ownership.nature: The reporting person and her husband are trustees of the trust that holds the reported securities. Members of the reporting person's immediate family are beneficiaries of the trust. Read SEC document |
| May 07, 2026 Filed May 11, 2026 21:38 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GrantCommon Stock | 7,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-217227 · ownership.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,623 F1 · kind: Restricted shares granted pursuant to Issuer's Amended and Restated 2008 Incentive Compensation Plan, in connection with annual equity award. Shares will vest on May 7, 2027. Read SEC document |
| May 23, 2025 Filed May 27, 2025 21:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GiftCommon Stock | 18,360 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-077830 · ownership.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,427 F1 · shares: On May 23, 2025, the reporting person transferred 18,360 shares of common stock to a family trust, of which the reporting person and her husband are the trustees. Members of the reporting person's immediate family are the beneficiaries of the trust. Read SEC document |
| May 08, 2025 Filed May 12, 2025 21:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GrantCommon Stock | 11,427 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-069431 · ownership.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,787 F1 · kind: Restricted shares granted pursuant to Issuer's Amended and Restated 2008 Incentive Compensation Plan, in connection with annual equity award. Shares will vest on May 8, 2026. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 22:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GiftCommon Stock | 17,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-027891 · ownership.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,360 F1 · shares: On February 25, 2025, the reporting person transferred 17,668 shares of common stock to a family trust, of which the reporting person and her husband are the trustees. Members of the reporting person's immediate family are the beneficiaries of the trust. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GrantCommon Stock | 18,360 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-058792 · ownership.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,028 F1 · kind: Restricted shares granted pursupant to Issuer's Amended and Restated 2008 Incentive Compensation Plan, in connection with annual equity award. Shares will vest on May 9, 2025. Read SEC document |
| May 19, 2023 Filed May 22, 2023 21:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | SaleCommon Stock | 1,007 | $13.63 | $13,725.41 |
DisclosureSEC source: 0001209191-23-031503 · doc4.xml · nonDerivative · entry 2 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,668 F2 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions with prices ranging from $13.63 to $13.64 for a weighted average sales price of $13.63. 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 this footnote. Read SEC document |
| May 18, 2023 Filed May 22, 2023 21:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | SaleCommon Stock | 17,993 | $13.55 | $243,805.15 |
DisclosureSEC source: 0001209191-23-031503 · doc4.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,675 F1 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions with prices ranging from $13.54 to $13.58 for a weighted average sales price of $13.55. 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 this footnote. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:00 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GrantCommon Stock | 10,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029515 · doc4.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,668 F1 · kind: Restricted shares granted pursuant to Issuer's Amended and Restated 2008 Incentive Compensation Plan, in connection with annual equity award. Shares will vest on May 11, 2024. Read SEC document |
| May 12, 2022 Filed May 13, 2022 21:01 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GrantCommon Stock | 8,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028898 · doc4.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,703 F1 · kind: Restricted shares granted pursuant to Issuer's Amended and Restated 2008 Incentive Compensation Plan, in connection with annual equity award. Shares will vest on May 12, 2023. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:26 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GrantCommon Stock | 4,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032733 · doc4.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,223 F1 · kind: Restricted shares granted pursuant to Issuer's Amended and Restated 2008 Incentive Compensation Plan, in connection with annual equity award. Shares will vest on May 12, 2022. Read SEC document |
| July 12, 2020 Filed Jul 15, 2020 00:26 UTC | Pediatrix Medical Group, Inc. MD · Entity 4451 | GrantCommon Stock | 11,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042457 · doc4.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,338 F1 · shares: Restricted shares granted pursuant to Issuer's Amended and Restated 2008 Incentive Compensation Plan in connection with the Reporting Person's initial appointment to the Issuer's Board of Directors. Shares will vest in three equal installments on July 12, 2021, July 12, 2022 and July 12, 2023. Read SEC document |
| February 26, 2020 Filed Mar 2, 2020 18:44 UTC | SURGALIGN HOLDINGS, INC. RTIX · Entity 109633 | GrantCommon Stock | 24,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014374 · doc4.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,531 F1 · shares: Represents shares of restricted stock of RTI Surgical Holdings, Inc. (the "Company") granted to Ms. Weis as part of the director compensation program of the Company, all of which will vest on the first anniversary of the date of grant. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 11:39 UTC | RTI SURGICAL, INC. RTIX · Entity 159205 | Disposition to issuerCommon Stock | 96,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001100441-19-000006 · primary_doc.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On March 8, 2019, pursuant to the Master Transaction Agreement, by and among the Issuer, RTI Surgical, Inc., a Delaware corporation ("Old RTI"), PS Spine Holdco, LLC, a Delaware limited liability company (the "Member"), and Bears Merger Sub, Inc., a Delaware corporation (the "Merger Sub"): (a) the Merger Sub merged with and into Old RTI, with Old RTI surviving as a wholly-owned subsidiary of the Issuer (the "Merger"); (b) the Member contributed all of the issued and outstanding membership interests of Paradigm Spine, LLC, a Delaware limited liability company and wholly owned subsidiary of the Member, to the Issuer; and (c) the Issuer was renamed "RTI Surgical Holdings, Inc." F2 · price: Pursuant to the Master Transaction Agreement, at the effective time of the Merger: (a) each issued and outstanding share of common stock of Old RTI converted automatically into one share of the Issuer's common stock; (b) each issued and outstanding share of Series A Convertible Preferred Stock of Old RTI converted automatically into one share of the Issuer's Series A Convertible Preferred Stock; and (c) each stock option and restricted stock award granted by Old RTI converted into a stock option or restricted stock award, as applicable, of the Issuer with respect to an equivalent number of shares of the Issuer's common stock on the same terms and conditions as were applicable prior to the Closing. This report reflects the beneficial ownership of the reporting person at the time of the consummation of the Merger and does not include the securities of the Issuer acquired by the reporting person upon the consummation of the Merger. F3 · price: The reporting person will file a Form 4 reflecting his acquisition of the Issuer's securities in connection with the consummation of the Mergers. F4 · price: Total includes 21,322 shares of restricted stock that will vest on 2/26/2019. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 15:57 UTC | SURGALIGN HOLDINGS, INC. RTIX · Entity 109633 | GrantCommon Stock | 96,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001760173-19-000020 · primary_doc.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,839 F1 · price: On March 8, 2019, pursuant to the Master Transaction Agreement, by and among the Issuer, RTI Surgical, Inc., a Delaware corporation ("Old RTI"), PS Spine Holdco, LLC, a Delaware limited liability company (the "Member"), and Bears Merger Sub, Inc., a Delaware corporation (the "Merger Sub"): (a) the Merger Sub merged with and into Old RTI, with Old RTI surviving as a wholly-owned subsidiary of the Issuer (the "Merger"); (b) the Member contributed all of the issued and outstanding membership interests of Paradigm Spine, LLC, a Delaware limited liability company and wholly owned subsidiary of the Member, to the Issuer; and (c) the Issuer was renamed "RTI Surgical Holdings, Inc." F2 · price: Pursuant to the Master Transaction Agreement, at the effective time of the Merger: (a) each issued and outstanding share of common stock of Old RTI converted automatically into one share of the Issuer's common stock; (b) each issued and outstanding share of Series A Convertible Preferred Stock of Old RTI converted automatically into one share of the Issuer's Series A Convertible Preferred Stock; and (c) each stock option and restricted stock award granted by Old RTI converted into a stock option or restricted stock award, as applicable, of the Issuer with respect to an equivalent number of shares of the Issuer's common stock on the same terms and conditions as were applicable prior to the Closing. This report reflects the beneficial ownership of the reporting person at the time of the consummation of the Merger and does not include the securities of the Issuer acquired by the reporting person upon the consummation of the Merger. F3 · price: Total includes 21,322 shares of restricted stock that will vest on 2/26/2020. Read SEC document |
| February 26, 2019 Filed Feb 27, 2019 14:10 UTC | RTI SURGICAL, INC. RTIX · Entity 159205 | GrantCommon Stock | 21,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001623324-19-000001 · primary_doc.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,839 F1 · shares: Represents shares of restricted stock of RTI Surgical, Inc. (the "Company") granted to Ms. Weis as part of the director compensation program of the Company, all of which will vest on the first anniversary of the date of grant. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 12:02 UTC | RTI SURGICAL, INC. RTIX · Entity 159205 | GrantCommon Stock | 17,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001623324-18-000001 · primary_doc.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,517 F1 · shares: Represents shares of restricted stock of RTI Surgical, Inc.(the "Company") granted to Ms. Weis as part of the director compensation program of the Company, all of which will vest on the first anniversary of the date of grant. Read SEC document |
| May 16, 2017 Filed May 17, 2017 12:06 UTC | RTI SURGICAL, INC. RTIX · Entity 159205 | GrantCommon Stock | 16,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001623324-17-000002 · primary_doc.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,870 F1 · shares: Represents shares of restricted stock of RTI Surgical, Inc.(the "Company")granted to Ms. Weis as part of the director compensation program of the Company, all of which will vest on the first anniversary of the date of grant. Read SEC document |
| May 08, 2017 Filed May 9, 2017 11:09 UTC | RTI SURGICAL, INC. RTIX · Entity 159205 | PurchaseCommon Stock | 2,200 | $4.58 | $10,076.00 |
DisclosureSEC source: 0001623324-17-000001 · primary_doc.xml · nonDerivative · entry 1 Weis Shirley A · CIK 0001623324 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,386 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.