Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TREACE MEDICAL CONCEPTS, INC.TMCI · Entity 5943 | Chief Financial Officer | August 09, 2026 | August 12, 2026 |
| Venus Concept Inc.HAIR · Entity 55304 | Chief Financial Officer | November 16, 2018 | November 20, 2018 |
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.
TREACE MEDICAL CONCEPTS, INC.
Report date August 09, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 914,900 |
Reported balance
After 2026-08-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-09 · Tax withholding · Disposed 37,102 · Balance 914,900 F1: Includes 717,604 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 717,604 restricted stock units.
Venus Concept Inc.
Report date November 16, 2018 · Filed November 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.78 · Expires 2028-11-16 | Direct | 460,000 |
Reported balance
After 2018-11-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-11-16 · Grant · Acquired 460,000 · Balance 460,000 F1: 25% of the total shares subject to the option vest on November 16, 2018, with 1/36th of the total number of shares subject to the option vesting on each monthly anniversary thereafter, subject to continued service through each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the total shares subject to the option vest on November 16, 2018, with 1/36th of the total number of shares subject to the option vesting on each monthly anniversary thereafter, subject to continued service through each applicable vesting 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 |
|---|---|---|---|---|---|---|
| August 09, 2026 Filed Aug 12, 2026 21:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 37,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-347223 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 914,900 F1 · balance_after: Includes 717,604 restricted stock units. Read SEC document |
| April 17, 2026 Filed Apr 21, 2026 01:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 11,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-164654 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 952,002 F1 · balance_after: Includes 786,691 restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 4, 2026 01:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-142647 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 963,549 F1 · shares: Represents performance stock units ("PSUs") for which the Reporting Person is entitled to receive one (1) share of issuer's Common Stock for each PSU upon vesting. The PSUs were earned upon the Compensation Committee's certification of accomplishment of a performance goal and will vest 25% on April 15, 2026 and 25% on each February 15 of 2027, 2028, and 2029, subject to the Reporting Person's continued service through the applicable vesting date. F2 · balance_after: Includes 811,691 restricted stock units. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 01:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 3,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102761 · ownership.xml · nonDerivative · entry 2 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 863,549 F2 · balance_after: Includes 711,691 restricted stock units. Read SEC document |
| March 08, 2026 Filed Mar 12, 2026 01:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102761 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 867,244 F1 · balance_after: Includes 723,147 restricted stock units. Read SEC document |
| January 22, 2026 Filed Jan 24, 2026 02:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 375,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-021451 · ownership.xml · nonDerivative · entry 2 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 868,208 F2 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of issuer's Common Stock for each RSU upon vesting. The RSUs vest in equal annual installments over 4 years, with the first installment vesting on January 22, 2027 and the last installment vesting on January 22, 2030; subject to Reporting Person's providing continued service to Issuer through each vesting date. F3 · balance_after: Includes 726,134 restricted stock units. Read SEC document |
| January 22, 2026 Filed Jan 24, 2026 02:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 17,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-021451 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,208 F1 · balance_after: Includes 351,134 restricted stock units. Read SEC document |
| January 10, 2026 Filed Jan 14, 2026 02:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 8,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-012082 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510,245 F1 · balance_after: Includes 398,009 restricted stock units. Read SEC document |
| August 09, 2025 Filed Aug 13, 2025 01:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 22,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-107556 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,964 F1 · balance_after: Includes 421,228 restricted stock units. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 01:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 3,684 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037566 · ownership.xml · nonDerivative · entry 2 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 541,176 F2 · balance_after: Includes 490,315 restricted stock units. Read SEC document |
| March 08, 2025 Filed Mar 12, 2025 01:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037566 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 544,860 F1 · balance_after: Includes 501,771 restricted stock units. Read SEC document |
| January 22, 2025 Filed Jan 25, 2025 02:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 187,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-008970 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,821 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of issuer's Common Stock for each RSU upon vesting. The RSUs vest in equal annual installments over 4 years, with the first installment vesting on January 22, 2026 and the last installment vesting on January 22, 2029; subject to Reporting Person's providing continued service to Issuer through each vesting date. F2 · balance_after: Holdings include 504,758 restricted stock units and reflect that the Reporting Person no longer has any indirect ownership through dependent children. Read SEC document |
| January 10, 2025 Filed Jan 15, 2025 02:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 8,594 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-005582 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,321 F1 · balance_after: Includes 326,548 restricted stock units. Read SEC document |
| August 09, 2024 Filed Aug 10, 2024 01:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 207,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-095008 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,915 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of issuer's Common Stock for each RSU upon vesting. The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date; subject to Reporting Person's providing continued service to Issuer through each vesting date. F2 · balance_after: Includes 349,767 restricted stock units. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:55 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030474 · ownership.xml · nonDerivative · entry 2 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,655 F2 · balance_after: Includes 142,507 restricted stock units. Read SEC document |
| March 08, 2024 Filed Mar 13, 2024 01:55 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | Tax withholdingCommon Stock | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030474 · ownership.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,743 F1 · balance_after: Includes 146,595 restricted stock units. Read SEC document |
| January 10, 2024 Filed Jan 13, 2024 02:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantStock Option (Right to Buy) · Derivative | 104,600 | $0.00 Strike: $13.46 | $0.00 |
DisclosureSEC source: 0001209191-24-001591 · doc4.xml · derivative · entry 3 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,600 Underlying: Stock Option (Right to Buy) · 104,600 shares Expires 2034-01-10 F3 · derivative.exercise_date: The stock option vests in equal annual installments over 4 years, with the first installment vesting on January 10, 2025 and the last installment vesting on January 10, 2028, subject to Reporting Person's providing continued service to Issuer through each vesting date. Read SEC document |
| January 10, 2024 Filed Jan 13, 2024 02:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 92,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001591 · doc4.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,810 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of issuer's Common Stock for each RSU upon vesting. The RSUs vest in equal annual installments over 4 years, with the first installment vesting on January 10, 2025 and the last installment vesting on January 10, 2028; subject to Reporting Person's providing continued service to Issuer through each vesting date. F2 · balance_after: Includes 147,662 RSUs. Read SEC document |
| March 10, 2023 Filed Mar 11, 2023 02:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantStock Option (Right to Buy) · Derivative | 103,850 | $0.00 Strike: $24.07 | $0.00 |
DisclosureSEC source: 0001209191-23-018045 · doc4.xml · derivative · entry 4 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,850 Underlying: Stock Option (Right to Buy) · 103,850 shares Expires 2033-03-10 F6 · derivative.exercise_date: The stock option will vest in equal annual installments over 4 years, commencing on March 10, 2024 with the last installment on March 10, 2027; subject to Reporting Person's providing continued service to Issuer through each vesting date. Read SEC document |
| March 10, 2023 Filed Mar 11, 2023 02:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 45,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018045 · doc4.xml · nonDerivative · entry 2 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,935 F3 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of issuer's Common Stock for each RSU upon vesting. The RSUs vest in equal annual installments over 4 years, commencing on March 10, 2024 with the last installment on March 10, 2027; subject to Reporting Person's providing continued service to Issuer through each vesting date. F4 · balance_after: Includes 54,787 RSUs. Read SEC document |
| March 09, 2023 Filed Mar 11, 2023 02:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 1,040 | $24.41 | $25,386.40 |
DisclosureSEC source: 0001209191-23-018045 · doc4.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,110 F1 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F2 · balance_after: Includes 8,962 RSUs. Read SEC document |
| May 18, 2022 Filed May 20, 2022 23:41 UTC | TREACE MEDICAL CONCEPTS, INC. TCMI · Entity 5943 | PurchaseCommon Stock | 6,200 | $15.80 | $97,960.00 |
DisclosureSEC source: 0001567619-22-011443 · doc1.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,150 Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 01:23 UTC | TREACE MEDICAL CONCEPTS, INC. TCMI · Entity 5943 | GrantStock Option (Right to Buy) · Derivative | 92,100 | $0.00 Strike: $19.15 | $0.00 |
DisclosureSEC source: 0001567619-22-006729 · doc1.xml · derivative · entry 3 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,100 Underlying: Common Stock · 92,100 shares Expires 2032-03-08 F3 · derivative.exercise_date: The stock option will vest in equal annual installments over 4 years, commencing on March 8, 2023 with the last installment on March 8, 2026; subject to Reporting Person's providing continued service to Issuer through each vesting date. Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 01:23 UTC | TREACE MEDICAL CONCEPTS, INC. TCMI · Entity 5943 | GrantCommon Stock | 11,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-006729 · doc1.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,950 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of issuer's Common Stock for each RSU upon vesting. The RSUs vest in equal annual installments over 4 years, commencing on March 8, 2023 with the last installment on March 8, 2026? subject to Reporting Person's providing continued service to Issuer through each vesting date. F2 · balance_after: Includes 11,950 RSUs. Read SEC document |
| April 27, 2021 Filed Apr 30, 2021 01:14 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | PurchaseCommon Stock | 3,600 | $17.00 | $61,200.00 |
DisclosureSEC source: 0000899243-21-017474 · doc4.xml · nonDerivative · entry 2 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by dependents Disclosed balance after: 3,600 Read SEC document |
| April 27, 2021 Filed Apr 30, 2021 01:14 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | PurchaseCommon Stock | 10,000 | $17.00 | $170,000.00 |
DisclosureSEC source: 0000899243-21-017474 · doc4.xml · nonDerivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| April 22, 2021 Filed Apr 27, 2021 01:15 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantStock Option (Right to Buy) · Derivative | 93,625 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-21-017038 · doc4.xml · derivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,625 Underlying: Common Stock · 93,625 shares Expires 2031-04-22 F1 · derivative.exercise_date: The stock option will vest in equal annual installments over 4 years, commencing on April 22, 2022, with the last installment on April 22, 2025, subject to Reporting Person's providing continued service to Issuer through each vesting date. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 21:16 UTC | Venus Concept Inc. HAIR · Entity 55304 | GrantStock Option (Right to Buy) · Derivative | 460,000 | $0.00 Strike: $1.78 | $0.00 |
DisclosureSEC source: 0001567619-18-006763 · doc1.xml · derivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,000 Underlying: Common Stock · 460,000 shares Expires 2028-11-16 F1 · derivative.exercise_date: 25% of the total shares subject to the option vest on November 16, 2018, with 1/36th of the total number of shares subject to the option vesting on each monthly anniversary thereafter, subject to continued service through each applicable vesting date. Read SEC document |
| January 05, 2018 Filed Jan 6, 2018 02:07 UTC | Venus Concept Inc. HAIR · Entity 55304 | GrantStock Option (Right to Buy) · Derivative | 180,000 | $0.00 Strike: $5.11 | $0.00 |
DisclosureSEC source: 0001140361-18-001132 · doc1.xml · derivative · entry 1 Hair Mark · CIK 0001725070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 180,000 shares Expires 2028-01-05 F1 · derivative.exercise_date: 25% of the total shares subject to the option vest on January 5, 2019, with 1/48th of the total number of shares subject to the option vesting on each monthly anniversary thereafter, subject to continued service through each applicable vesting 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.