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 |
|---|---|---|---|---|---|---|
| December 16, 2019 Filed Dec 19, 2019 00:49 UTC | Penumbra Inc PEN · Entity 3430 | GrantStock Option (right to buy) · Derivative | 7,900 | $0.00 Strike: $158.30 | $0.00 |
DisclosureSEC source: 0001321732-19-000157 · wf-form4_157671657196061.xml · derivative · entry 2 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 Underlying: Common Stock · 7,900 shares Expires 2029-12-15 F2 · shares: The original option grant vests over four years, with 25% of the shares vesting on December 16, 2020 and 1/48 vesting each month thereafter. F2 · derivative.exercise_date: The original option grant vests over four years, with 25% of the shares vesting on December 16, 2020 and 1/48 vesting each month thereafter. Read SEC document |
| December 16, 2019 Filed Dec 19, 2019 00:49 UTC | Penumbra Inc PEN · Entity 3430 | GrantCommon Stock | 6,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001321732-19-000157 · wf-form4_157671657196061.xml · nonDerivative · entry 1 Yuen Maggie · CIK 0001796057 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,950 F1 · shares: On December 16, 2019, the Reporting Person was granted 6,950 RSUs under the Company's 2014 Equity Incentive Plan, of which 1/4 of the RSUs will vest equally on an annual basis, beginning on December 16, 2020, subject to continued service by the Reporting Person on the applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.