Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALIGN TECHNOLOGY INCALGN · Entity 3488 | EVP, CHIEF LEGAL & REGULATORY | February 20, 2026 | February 25, 2026 |
| ILLUMINA, INC.ILMN · Entity 3137 | Chief Legal Officer | September 08, 2026 | September 10, 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.
ALIGN TECHNOLOGY INC
Report date February 20, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,163 |
Reported balance
After 2026-02-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-20 · Exercise / conversion · Acquired 5,864 · Balance 13,163 F1: Includes 120 shares acquired on January 30, 2026 and 69 shares acquired on January 31, 2025 under the ALGN Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 11,445 |
Reported balance
After 2026-02-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-20 · Tax withholding · Disposed 1,718 · Balance 11,445 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,493 |
Reported balance
After 2026-02-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-20 · Grant · Acquired 5,493 · Balance 5,493 F2: Represents par value of ALGN common stock. F3: 1/4th of the restricted stock unit granted on February 20, 2026 will become vested on February 20, 2027 and shares will be delivered to reporting person on such date. 1/4th of restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on such vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,195 |
Reported balance
After 2026-02-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-20 · Exercise / conversion · Disposed 598 · Balance 1,195 F2: Represents par value of ALGN common stock. F5: 1/4th of the restricted stock unit granted on February 20, 2024 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,841 |
Reported balance
After 2026-02-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-20 · Exercise / conversion · Disposed 947 · Balance 2,841 F2: Represents par value of ALGN common stock. F6: 1/4th of the restricted stock unit granted on February 20, 2025 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date.1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-02-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-20 · Exercise / conversion · Disposed 291 · Balance 0 F2: Represents par value of ALGN common stock. F7: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 538 |
Reported balance
After 2026-02-20 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-20 · Exercise / conversion · Disposed 538 · Balance 538 F2: Represents par value of ALGN common stock. F9: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. |
| Market Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,153 |
Reported balance
After 2026-02-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-20 · Grant · Acquired 11,153 · Balance 11,153 F2: Represents par value of ALGN common stock. F4: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). |
| Market Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-02-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-20 · Exercise / conversion · Disposed 3,490 · Balance 0 F2: Represents par value of ALGN common stock. F8: The market stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 120 shares acquired on January 30, 2026 and 69 shares acquired on January 31, 2025 under the ALGN Employee Stock Purchase Plan.
F2: Represents par value of ALGN common stock.
F3: 1/4th of the restricted stock unit granted on February 20, 2026 will become vested on February 20, 2027 and shares will be delivered to reporting person on such date. 1/4th of restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on such vest date.
F4: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement).
F5: 1/4th of the restricted stock unit granted on February 20, 2024 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date.
F6: 1/4th of the restricted stock unit granted on February 20, 2025 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date.1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date.
F7: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date.
F8: The market stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such vest date.
F9: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date.
ILLUMINA, INC.
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,763 |
Ending reported balance
After 2026-09-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-08 · Grant · Acquired 4,549 · Balance 4,549 F1: Grant of restricted stock units with 25% of the shares subject to the award vesting on each of the first, second, third and fourth anniversaries of the date of grant, subject to the awardee's continuing to be a service provider on such dates. Row 2 · 2026-09-08 · Grant · Acquired 14,214 · Balance 18,763 F2: Grant of restricted stock units shall vest as follows: 33.3% of the shares subject to the award shall vest on each of September 5, 2027, September 5, 2028, and September 5, 2029, subject to the awardee's continuing status as a service provider on such dates. |
| Performance SharesSEC Table II · derivative / convertible security · Expires 2028-12-31 | Direct | 5,307 |
Reported balance
After 2026-09-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-08 · Grant · Acquired 5,307 · Balance 5,307 F3: Each performance stock unit represents a contingent right to receive one share of common stock based on the Company's three-year average consolidated non-GAAP earnings per share growth for fiscal years 2026-2028 with vesting on December 31, 2028. The number of shares issued will range from 0% to 250% of the amount specified above, based on the Company's actual three-year average consolidated non-GAAP earnings per share growth for fiscal years 2026-2028, relative to pre-defined objectives, subject to awardee's continuing to be a service provider on such dates. |
| Performance SharesSEC Table II · derivative / convertible security · Expires 2028-12-31 | Direct | 5,307 |
Reported balance
After 2026-09-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-08 · Grant · Acquired 5,307 · Balance 5,307 F4: Each performance stock unit represents a contingent right to receive one share of common stock based on the Company's relative total shareholder return for the fiscal year ending December 31, 2028. The number of shares issued will range from 0% to 250% of the amount specified above, based on the company's relative total shareholder return for the fiscal year ending December 31, 2028, relative to pre-defined objectives, subject to the awardee's continuing status as a service provider on such dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units with 25% of the shares subject to the award vesting on each of the first, second, third and fourth anniversaries of the date of grant, subject to the awardee's continuing to be a service provider on such dates.
F2: Grant of restricted stock units shall vest as follows: 33.3% of the shares subject to the award shall vest on each of September 5, 2027, September 5, 2028, and September 5, 2029, subject to the awardee's continuing status as a service provider on such dates.
F3: Each performance stock unit represents a contingent right to receive one share of common stock based on the Company's three-year average consolidated non-GAAP earnings per share growth for fiscal years 2026-2028 with vesting on December 31, 2028. The number of shares issued will range from 0% to 250% of the amount specified above, based on the Company's actual three-year average consolidated non-GAAP earnings per share growth for fiscal years 2026-2028, relative to pre-defined objectives, subject to awardee's continuing to be a service provider on such dates.
F4: Each performance stock unit represents a contingent right to receive one share of common stock based on the Company's relative total shareholder return for the fiscal year ending December 31, 2028. The number of shares issued will range from 0% to 250% of the amount specified above, based on the company's relative total shareholder return for the fiscal year ending December 31, 2028, relative to pre-defined objectives, subject to the awardee's continuing status as a service provider on such dates.
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 08, 2026 Filed Sep 10, 2026 20:59 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantPerformance Shares · Derivative | 5,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001110803-26-000177 · form4.xml · derivative · entry 4 Coletti Julie Ann · CIK 0001777603 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,307 Underlying: Common Stock · 5,307 shares Expires 2028-12-31 F4 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of common stock based on the Company's relative total shareholder return for the fiscal year ending December 31, 2028. The number of shares issued will range from 0% to 250% of the amount specified above, based on the company's relative total shareholder return for the fiscal year ending December 31, 2028, relative to pre-defined objectives, subject to the awardee's continuing status as a service provider on such dates. F4 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of common stock based on the Company's relative total shareholder return for the fiscal year ending December 31, 2028. The number of shares issued will range from 0% to 250% of the amount specified above, based on the company's relative total shareholder return for the fiscal year ending December 31, 2028, relative to pre-defined objectives, subject to the awardee's continuing status as a service provider on such dates. Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 20:59 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantPerformance Shares · Derivative | 5,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001110803-26-000177 · form4.xml · derivative · entry 3 Coletti Julie Ann · CIK 0001777603 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,307 Underlying: Common Stock · 5,307 shares Expires 2028-12-31 F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of common stock based on the Company's three-year average consolidated non-GAAP earnings per share growth for fiscal years 2026-2028 with vesting on December 31, 2028. The number of shares issued will range from 0% to 250% of the amount specified above, based on the Company's actual three-year average consolidated non-GAAP earnings per share growth for fiscal years 2026-2028, relative to pre-defined objectives, subject to awardee's continuing to be a service provider on such dates. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of common stock based on the Company's three-year average consolidated non-GAAP earnings per share growth for fiscal years 2026-2028 with vesting on December 31, 2028. The number of shares issued will range from 0% to 250% of the amount specified above, based on the Company's actual three-year average consolidated non-GAAP earnings per share growth for fiscal years 2026-2028, relative to pre-defined objectives, subject to awardee's continuing to be a service provider on such dates. Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 20:59 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 14,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001110803-26-000177 · form4.xml · nonDerivative · entry 2 Coletti Julie Ann · CIK 0001777603 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,763 F2 · shares: Grant of restricted stock units shall vest as follows: 33.3% of the shares subject to the award shall vest on each of September 5, 2027, September 5, 2028, and September 5, 2029, subject to the awardee's continuing status as a service provider on such dates. Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 20:59 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 4,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001110803-26-000177 · form4.xml · nonDerivative · entry 1 Coletti Julie Ann · CIK 0001777603 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,549 F1 · shares: Grant of restricted stock units with 25% of the shares subject to the award vesting on each of the first, second, third and fourth anniversaries of the date of grant, subject to the awardee's continuing to be a service provider on such dates. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 538 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · derivative · entry 9 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 538 Underlying: Common Stock · 538 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F9 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F9 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 3,490 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · derivative · entry 8 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,490 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F8 · derivative.exercise_date: The market stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such vest date. F8 · derivative.expiration_date: The market stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 291 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · derivative · entry 7 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 291 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F7 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. F7 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 947 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · derivative · entry 6 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,841 Underlying: Common Stock · 947 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2025 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date.1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2025 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date.1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 598 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · derivative · entry 5 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,195 Underlying: Common Stock · 598 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F5 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2024 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F5 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2024 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 11,153 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · derivative · entry 4 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,153 Underlying: Common Stock · 11,153 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F4 · derivative.exercise_date: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F4 · derivative.expiration_date: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 5,493 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · derivative · entry 3 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,493 Underlying: Common Stock · 5,493 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2026 will become vested on February 20, 2027 and shares will be delivered to reporting person on such date. 1/4th of restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on such vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2026 will become vested on February 20, 2027 and shares will be delivered to reporting person on such date. 1/4th of restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on such vest date. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 1,718 | $190.02 | $326,454.36 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · nonDerivative · entry 2 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,445 Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:59 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 5,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067969 · ownership.xml · nonDerivative · entry 1 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,163 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. F1 · balance_after: Includes 120 shares acquired on January 30, 2026 and 69 shares acquired on January 31, 2025 under the ALGN Employee Stock Purchase Plan. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 21:58 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | PurchaseCommon Stock | 42 | $109.66 | $4,605.66 |
DisclosureSEC source: 0001415889-25-020882 · form4-08012025_090840.xml · nonDerivative · entry 1 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,110 F1 · kind: Shares were acquired under the ALGN Employee Stock Purchase Plan. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 7,692 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · derivative · entry 9 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,692 Underlying: Common Stock · 7,692 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock F9 · derivative.exercise_date: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F9 · derivative.expiration_date: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 3,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · derivative · entry 8 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,788 Underlying: Common Stock · 3,788 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock F8 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2025 will become vested on February 20, 2026 and shares will be delivered to reporting person on such date. 1/4th of restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on such vest date. F8 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2025 will become vested on February 20, 2026 and shares will be delivered to reporting person on such date. 1/4th of restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on such vest date. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 598 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · derivative · entry 7 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,793 Underlying: Common Stock · 598 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F7 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2024 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each such vest date. F7 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2024 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 539 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · derivative · entry 6 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,076 Underlying: Common Stock · 539 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 1,690 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · derivative · entry 5 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,690 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F5 · derivative.exercise_date: The market stock unit granted on February 20, 2022 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. F5 · derivative.expiration_date: The market stock unit granted on February 20, 2022 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · derivative · entry 4 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201 Underlying: Common Stock · 292 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F4 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F4 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 222 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · derivative · entry 3 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 222 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2021 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2021 became vested on February 20, 2025 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 965 | $198.06 | $191,127.90 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · nonDerivative · entry 2 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,068 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:47 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 3,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005336 · form4-02242025_110215.xml · nonDerivative · entry 1 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,033 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. F1 · balance_after: Includes 49 shares acquired on July 31, 2024 under the ALGN Employee Stock Purchase Plan. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 4,855 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · derivative · entry 9 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,855 Underlying: Common Stock · 4,855 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock F9 · derivative.exercise_date: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F9 · derivative.expiration_date: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 2,391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · derivative · entry 8 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,391 Underlying: Common Stock · 2,391 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock F8 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2024 will vest on February 20, 2025 and shares will be delivered to reporting person on such vest date. 1/14th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each such vest date. F8 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2024 will vest on February 20, 2025 and shares will be delivered to reporting person on such vest date. 1/14th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 1,563 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · derivative · entry 7 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,563 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F7 · derivative.exercise_date: The market stock unit granted on February 20, 2021 vested on February 20, 2024 and shares were delivered to reporting person on such vest date. F7 · derivative.expiration_date: The market stock unit granted on February 20, 2021 vested on February 20, 2024 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 539 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · derivative · entry 6 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,615 Underlying: Common Stock · 539 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2024 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2024 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · derivative · entry 5 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583 Underlying: Common Stock · 292 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F5 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2024 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F5 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2024 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 223 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · derivative · entry 4 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222 Underlying: Common Stock · 223 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F4 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2021 became vested on February 20, 2024 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F4 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2021 became vested on February 20, 2024 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 452 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · derivative · entry 3 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 452 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2020 became vested on February 20, 2024 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2020 became vested on February 20, 2024 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 1,269 | $313.53 | $397,869.57 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · nonDerivative · entry 2 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,645 Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 00:55 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantCommon Stock | 3,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004948 · form4-02232024_120233.xml · nonDerivative · entry 1 Coletti Julie Ann · CIK 0001777603 · EVP, CHIEF LEGAL & REGULATORY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,914 F1 · balance_after: Includes 47 shares acquired on July 31,2023 and 50 shares acquired on January 31, 2024 under the ALGN Employee Stock Purchase Plan. Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 22:23 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 320 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043253 · doc4.xml · derivative · entry 3 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 320 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. F1 · derivative.exercise_price: Represents par value of ALGN common stock. F2 · derivative.exercise_date: 1/4th of the restricted stock unit granted on July 20, 2019 became vested on July 20, 2023 and shares were delivered to reporting person on such vest date. F2 · derivative.expiration_date: 1/4th of the restricted stock unit granted on July 20, 2019 became vested on July 20, 2023 and shares were delivered to reporting person on such vest date. Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 22:23 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 150 | $330.99 | $49,648.50 |
DisclosureSEC source: 0001209191-23-043253 · doc4.xml · nonDerivative · entry 2 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,748 Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 22:23 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043253 · doc4.xml · nonDerivative · entry 1 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,898 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 |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 4,374 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · derivative · entry 9 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,374 Underlying: Common Stock · 4,374 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F9 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. 100% of the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F9 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. 100% of the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 2,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · derivative · entry 8 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,154 Underlying: Common Stock · 2,154 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F8 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2023 will become vested on February 20, 2024 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. F8 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2023 will become vested on February 20, 2024 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionMarket Stock Unit · Derivative | 1,381 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · derivative · entry 7 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,381 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F7 · derivative.exercise_date: The market stock unit granted February 20, 2020 became fully vested on February 20, 2023, and shares were delivered to reporting person on such vest date. F7 · derivative.expiration_date: The market stock unit granted February 20, 2020 became fully vested on February 20, 2023, and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 251 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · derivative · entry 6 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 251 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2019 became vested on February 20, 2023 and shares were delivered to reporting person on such vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2019 became vested on February 20, 2023 and shares were delivered to reporting person on such vest date. Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 453 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · derivative · entry 5 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452 Underlying: Common Stock · 453 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F5 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2020 became vested on February 20, 2023 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F5 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2020 became vested on February 20, 2023 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestrictd Stock Unit · Derivative | 223 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · derivative · entry 4 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445 Underlying: Common Stock · 223 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F4 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2021 became vested on February 20, 2023 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F4 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2021 became vested on February 20, 2023 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · derivative · entry 3 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 875 Underlying: Common Stock · 292 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2023 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2023 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 1,153 | $316.71 | $365,166.63 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · nonDerivative · entry 2 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,578 Read SEC document |
| February 20, 2023 Filed Feb 24, 2023 01:10 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012412 · doc4.xml · nonDerivative · entry 1 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,731 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. F1 · balance_after: Includes an aggregate of 165 shares acquired under the ALGN ESPP as follows: 106 shares acquired on July 30, 2021, 25 shares acquired on July 31, 2022 and 34 shares acquired on January 31, 2023. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 20:15 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 320 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042990 · doc4.xml · derivative · entry 4 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 Underlying: Common Stock · 320 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. F1 · derivative.exercise_price: Represents par value of ALGN common stock. F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on July 1, 2019 became vested on July 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on July 1, 2019 became vested on July 20, 2020 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 20:15 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 386 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042990 · doc4.xml · derivative · entry 3 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 386 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. F1 · derivative.exercise_price: Represents par value of ALGN common stock. F2 · derivative.exercise_date: 1/4th of the restricted stock unit granted on July 2, 2018 became vested on July 20, 2022 and shares were delivered to reporting person on such vest date. F2 · derivative.expiration_date: 1/4th of the restricted stock unit granted on July 2, 2018 became vested on July 20, 2022 and shares were delivered to reporting person on such vest date. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 20:15 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 309 | $274.49 | $84,817.41 |
DisclosureSEC source: 0001209191-22-042990 · doc4.xml · nonDerivative · entry 2 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 966 Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 20:15 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042990 · doc4.xml · nonDerivative · entry 1 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,275 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 |
| February 20, 2022 Filed Feb 25, 2022 00:05 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 5,837 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012813 · doc4.xml · derivative · entry 7 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,837 Underlying: Common Stock · 5,837 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F7 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. 100% of the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F7 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. 100% of the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2022 Filed Feb 25, 2022 00:05 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 1,167 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012813 · doc4.xml · derivative · entry 6 Coletti Julie Ann · CIK 0001777603 · EVP, Chief Legal & Regulatory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,167 Underlying: Common Stock · 1,167 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F6 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2022 will become vested on February 20, 2023 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F6 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2022 will become vested on February 20, 2023 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest 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.