Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Director | August 05, 2026 | August 07, 2026 |
| Penumbra IncPEN · Entity 3430 | Chief Financial Officer | March 15, 2026 | March 17, 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.
AtriCure, Inc.
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,015 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Sale · Disposed 3,500 · Balance 14,015 F1: This transaction was executed in multiple trades at prices ranging from $38.37 to $38.43 per share. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $38.37 to $38.43 per share. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Penumbra Inc
Report date March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,167 |
Reported balance
After 2026-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-15 · Tax withholding · Disposed 186 · Balance 18,167 F1: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2: A portion of these shares is subject to vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person.
F2: A portion of these shares is subject to vesting.
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 05, 2026 Filed Aug 7, 2026 13:18 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 3,500 | $38.42 | $134,470.00 |
DisclosureSEC source: 0001796057-26-000010 · wk-form4_1786108711.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,015 F1 · price: This transaction was executed in multiple trades at prices ranging from $38.37 to $38.43 per share. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 18, 2026 Filed May 20, 2026 13:56 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 6,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001796057-26-000008 · wk-form4_1779285387.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,515 F1 · shares: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The shares will vest upon the one-year anniversary of the grant date. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 23:32 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 186 | $336.18 | $62,529.48 |
DisclosureSEC source: 0001796057-26-000006 · wk-form4_1773790331.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,167 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:31 UTC | Penumbra Inc PEN · Entity 3430 | SaleCommon Stock | 2,432 | $342.30 | $832,473.60 |
DisclosureSEC source: 0001796057-26-000004 · wk-form4_1772670697.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,353 F1 · kind: The sales were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 01:03 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001796057-26-000002 · wk-form4_1771462991.xml · nonDerivative · entry 3 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,785 F4 · shares: On February 17, 2026, the Reporting Person was granted 2,630 RSUs under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on an annual basis, beginning on February 15, 2027, subject to continued service by the Reporting Person on the applicable vesting date. Notwithstanding the foregoing, if the Closing (as defined in that certain Agreement and Plan of Merger, dated as of January 14, 2026, among the Issuer, Boston Scientific Corporation, a Delaware corporation, and Pinehurst Merger Sub, Inc., a Delaware corporation) occurs, any of the RSUs that remain unvested will fully vest on the Closing, subject to continued service by the Reporting Person through such date. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 01:03 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 481 | $339.30 | $163,203.30 |
DisclosureSEC source: 0001796057-26-000002 · wk-form4_1771462991.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,155 F3 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:03 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001796057-26-000002 · wk-form4_1771462991.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,636 F1 · shares: On February 13, 2026, the Reporting Person was granted 2,630 restricted stock units (RSUs) under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on February 15, 2026, February 15, 2027, February 15, 2028 and February 15, 2029, subject to continued service by the Reporting Person on the applicable vesting date. Notwithstanding the foregoing, if the Closing (as defined in that certain Agreement and Plan of Merger, dated as of January 14, 2026, among the Issuer, Boston Scientific Corporation, a Delaware corporation, and Pinehurst Merger Sub, Inc., a Delaware corporation) occurs, any of the RSUs that remain unvested will fully vest on the Closing, subject to continued service by the Reporting Person through such date. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| December 15, 2025 Filed Dec 18, 2025 01:00 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 565 | $309.15 | $174,669.75 |
DisclosureSEC source: 0001796057-25-000009 · wk-form4_1766019615.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,006 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 15 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on November 19, 2025. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 14:01 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 3,000 | $35.72 | $107,160.00 |
DisclosureSEC source: 0001323885-25-000105 · wk-form4_1764079265.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,371 F1 · price: This transaction was executed in multiple trades at prices ranging from $35.71 to $35.76 per share. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 01:03 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 3,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001796057-25-000007 · wk-form4_1763514215.xml · nonDerivative · entry 3 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,556 F3 · shares: On November 17, 2025, the Reporting Person was granted 3,580 RSUs under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on an annual basis, beginning on November 15, 2026, subject to continued service by the Reporting Person on the applicable vesting date. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| November 15, 2025 Filed Nov 19, 2025 01:03 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 327 | $280.07 | $91,582.89 |
DisclosureSEC source: 0001796057-25-000007 · wk-form4_1763514215.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,976 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units (RSUs) granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| November 15, 2025 Filed Nov 19, 2025 01:03 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 364 | $280.07 | $101,945.48 |
DisclosureSEC source: 0001796057-25-000007 · wk-form4_1763514215.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,303 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units (RSUs) granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| August 15, 2025 Filed Aug 15, 2025 23:49 UTC | Penumbra Inc PEN · Entity 3430 | Exercise / conversionStock Option (right to buy) · Derivative | 724 | $0.00 Strike: $158.30 | $0.00 |
DisclosureSEC source: 0001796057-25-000005 · wk-form4_1755301790.xml · derivative · entry 3 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,376 Underlying: Common Stock · 724 shares Expires 2029-12-15 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. F4 · derivative.exercise_date: All shares are vested and exercisable. Read SEC document |
| August 15, 2025 Filed Aug 15, 2025 23:49 UTC | Penumbra Inc PEN · Entity 3430 | Exercise / conversionCommon Stock | 724 | $158.30 | $114,609.20 |
DisclosureSEC source: 0001796057-25-000005 · wk-form4_1755301790.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,667 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 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 86 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on May 19, 2025. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 23:49 UTC | Penumbra Inc PEN · Entity 3430 | SaleCommon Stock | 2,000 | $250.00 | $500,000.00 |
DisclosureSEC source: 0001796057-25-000005 · wk-form4_1755301790.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,943 F1 · kind: The sales were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 86 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on May 19, 2025. Read SEC document |
| May 19, 2025 Filed May 21, 2025 20:57 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 5,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000067 · wk-form4_1747861058.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,371 F1 · shares: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The shares will vest upon the one-year anniversary of the grant date. Read SEC document |
| May 06, 2025 Filed May 6, 2025 23:30 UTC | Penumbra Inc PEN · Entity 3430 | Exercise / conversionStock Option (right to buy) · Derivative | 900 | $0.00 Strike: $158.30 | $0.00 |
DisclosureSEC source: 0001796057-25-000003 · wk-form4_1746574240.xml · derivative · entry 3 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,100 Underlying: Common Stock · 900 shares Expires 2029-12-15 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. F3 · derivative.exercise_date: All shares are vested and exercisable. Read SEC document |
| May 06, 2025 Filed May 6, 2025 23:30 UTC | Penumbra Inc PEN · Entity 3430 | Exercise / conversionCommon Stock | 900 | $158.30 | $142,470.00 |
DisclosureSEC source: 0001796057-25-000003 · wk-form4_1746574240.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,857 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 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| May 02, 2025 Filed May 6, 2025 23:30 UTC | Penumbra Inc PEN · Entity 3430 | SaleCommon Stock | 2,000 | $299.01 | $598,020.00 |
DisclosureSEC source: 0001796057-25-000003 · wk-form4_1746574240.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,957 F1 · kind: The sales were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:55 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 186 | $272.62 | $50,707.32 |
DisclosureSEC source: 0001321732-25-000054 · wk-form4_1742342097.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,957 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 00:35 UTC | Penumbra Inc PEN · Entity 3430 | Exercise / conversionStock Option (right to buy) · Derivative | 900 | $0.00 Strike: $158.30 | $0.00 |
DisclosureSEC source: 0001321732-25-000043 · wk-form4_1741221331.xml · derivative · entry 7 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 900 shares Expires 2029-12-15 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. F8 · derivative.exercise_date: All shares are vested and exercisable. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 00:35 UTC | Penumbra Inc PEN · Entity 3430 | Exercise / conversionCommon Stock | 900 | $158.30 | $142,470.00 |
DisclosureSEC source: 0001321732-25-000043 · wk-form4_1741221331.xml · nonDerivative · entry 6 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,143 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. F3 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 00:35 UTC | Penumbra Inc PEN · Entity 3430 | SaleCommon Stock | 360 | $288.74 | $103,946.40 |
DisclosureSEC source: 0001321732-25-000043 · wk-form4_1741221331.xml · nonDerivative · entry 5 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,243 F1 · kind: The sales were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan. F7 · price: This transaction was executed in multiple trades at prices ranging from $288.68 to $288.90. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the SEC staff, the Issuer or a security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 00:35 UTC | Penumbra Inc PEN · Entity 3430 | SaleCommon Stock | 500 | $286.43 | $143,215.00 |
DisclosureSEC source: 0001321732-25-000043 · wk-form4_1741221331.xml · nonDerivative · entry 4 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,603 F1 · kind: The sales were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan. F6 · price: This transaction was executed in multiple trades at prices ranging from $286.13 to $286.51. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the SEC staff, the Issuer or a security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 00:35 UTC | Penumbra Inc PEN · Entity 3430 | SaleCommon Stock | 590 | $285.70 | $168,563.00 |
DisclosureSEC source: 0001321732-25-000043 · wk-form4_1741221331.xml · nonDerivative · entry 3 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,103 F1 · kind: The sales were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan. F5 · price: This transaction was executed in multiple trades at prices ranging from $285.33 to $286.00. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the SEC staff, the Issuer or a security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 00:35 UTC | Penumbra Inc PEN · Entity 3430 | SaleCommon Stock | 300 | $284.86 | $85,458.00 |
DisclosureSEC source: 0001321732-25-000043 · wk-form4_1741221331.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,693 F1 · kind: The sales were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan. F4 · price: This transaction was executed in multiple trades at prices ranging from $284.82 to $284.93. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the SEC staff, the Issuer or a security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 00:35 UTC | Penumbra Inc PEN · Entity 3430 | SaleCommon Stock | 250 | $283.25 | $70,812.50 |
DisclosureSEC source: 0001321732-25-000043 · wk-form4_1741221331.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,993 F1 · kind: The sales were effected pursuant to the Reporting Person's Rule 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $283.09 to $283.49. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the SEC staff, the Issuer or a security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 00:39 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 81 | $271.14 | $21,962.34 |
DisclosureSEC source: 0001321732-25-000027 · wk-form4_1740011965.xml · nonDerivative · entry 3 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,243 F4 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 00:39 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001321732-25-000027 · wk-form4_1740011965.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,324 F3 · shares: On February 18, 2025, the Reporting Person was granted 1,840 RSUs under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on an annual basis, beginning on February 15, 2026, subject to continued service by the Reporting Person on the applicable vesting date. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 00:39 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 780 | $0.00 | $0.00 |
DisclosureSEC source: 0001321732-25-000027 · wk-form4_1740011965.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,484 F1 · shares: On February 14, 2025, the Reporting Person was granted 780 restricted stock units (RSUs) under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on February 18, 2025, February 15, 2026, February 15, 2027 and February 15, 2028, subject to continued service by the Reporting Person on the applicable vesting date. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| December 15, 2024 Filed Dec 18, 2024 00:35 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 599 | $245.55 | $147,084.45 |
DisclosureSEC source: 0001321732-24-000135 · wk-form4_1734482134.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,704 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 7 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on November 19, 2024. Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 01:06 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 504 | $237.84 | $119,871.36 |
DisclosureSEC source: 0001321732-24-000124 · wk-form4_1732064756.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,296 F4 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 101 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on May 19, 2024. Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 01:06 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001321732-24-000124 · wk-form4_1732064756.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,800 F1 · shares: On November 15, 2024, the Reporting Person was granted 2,570 restricted stock units (RSUs) under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on an annual basis, beginning on November 15, 2025, subject to continued service by the Reporting Person on the applicable vesting date. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 101 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on May 19, 2024. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 12:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 3,500 | $24.07 | $84,245.00 |
DisclosureSEC source: 0001323885-24-000110 · wk-form4_1724071555.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,970 Read SEC document |
| May 13, 2024 Filed May 14, 2024 21:06 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 7,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000083 · wk-form4_1715720742.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,470 F1 · shares: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The shares will vest upon the one-year anniversary of the grant date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:46 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 193 | $222.15 | $42,874.95 |
DisclosureSEC source: 0001321732-24-000037 · wk-form4_1710891970.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,129 F3 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:46 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 2,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001321732-24-000037 · wk-form4_1710891970.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,322 F1 · shares: On March 15, 2024, the Reporting Person was granted 2,070 restricted stock units (RSUs) under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on an annual basis, beginning on March 15, 2024, subject to continued service by the Reporting Person on the applicable vesting date. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| December 16, 2023 Filed Dec 20, 2023 01:10 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 602 | $245.48 | $147,778.96 |
DisclosureSEC source: 0001321732-23-000141 · wk-form4_1703034626.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,252 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 18 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on November 19, 2023. Read SEC document |
| December 15, 2023 Filed Dec 20, 2023 01:10 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 385 | $245.48 | $94,509.80 |
DisclosureSEC source: 0001321732-23-000141 · wk-form4_1703034626.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,854 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 18 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on November 19, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 00:32 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 466 | $227.88 | $106,192.08 |
DisclosureSEC source: 0001321732-23-000129 · wk-form4_1700181136.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,221 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 99 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on May 19, 2023. Read SEC document |
| May 26, 2023 Filed May 30, 2023 20:05 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 4,313 | $47.04 | $202,883.52 |
DisclosureSEC source: 0001323885-23-000069 · wk-form4_1685477104.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,682 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.86 to $47.27 per share. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:06 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 3,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000055 · wk-form4_1685131546.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,995 F1 · shares: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The shares will vest upon the one-year anniversary of the grant date. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 00:52 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 601 | $223.06 | $134,059.06 |
DisclosureSEC source: 0001321732-22-000118 · wf-form4_167149752588394.xml · nonDerivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 F4 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 1 share purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on November 19, 2022. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:52 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 4,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001321732-22-000118 · wf-form4_167149752588394.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,189 F1 · shares: On December 15, 2022, the Reporting Person was granted 4,450 restricted stock units (RSUs) under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on an annual basis, beginning on December 15, 2023, subject to continued service by the Reporting Person on the applicable vesting date. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 1 share purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on November 19, 2022. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 01:18 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 325 | $195.99 | $63,696.75 |
DisclosureSEC source: 0001321732-22-000108 · wf-form4_166864791650156.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,738 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 124 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on May 19, 2022. Read SEC document |
| May 25, 2022 Filed May 27, 2022 13:04 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 3,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000076 · wf-form4_165365663319585.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,809 F1 · shares: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The shares will vest upon the one-year anniversary of the grant date. Read SEC document |
| December 16, 2021 Filed Dec 21, 2021 01:40 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 916 | $247.10 | $226,343.60 |
DisclosureSEC source: 0001321732-21-000126 · wf-form4_164005079598961.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,939 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. F3 · balance_after: Includes 70 shares purchased by the Reporting Person under the Issuer's Employee Stock Purchase Plan on November 19, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 00:43 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001321732-21-000116 · wf-form4_163719619176737.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,785 F1 · shares: On November 15, 2021, the Reporting Person was granted 3,750 RSUs under the Issuer's Amended and Restated 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on an annual basis, beginning on November 15, 2022, subject to continued service by the Reporting Person on the applicable vesting date. F2 · balance_after: A portion of these shares is subject to vesting. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 12:30 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 2,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041244 · doc4.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,245 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The shares will vest 33% annually over three years from date of grant. Read SEC document |
| December 16, 2020 Filed Dec 19, 2020 01:49 UTC | Penumbra Inc PEN · Entity 3430 | Tax withholdingCommon Stock | 915 | $174.98 | $160,106.70 |
DisclosureSEC source: 0001321732-20-000177 · wf-form4_160834253609036.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,035 F1 · kind: Shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of Restricted Stock Units granted to the Reporting Person. F2 · balance_after: A portion of these shares is subject to vesting. 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.