Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KESTRA MEDICAL TECHNOLOGIES, LTD.KMTS · Entity 4686 | Director · See Remarks | August 04, 2026 | August 06, 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.
KESTRA MEDICAL TECHNOLOGIES, LTD.
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 195,825 |
Reported balance
After 2026-08-04 transaction · row 1
1 source rowRow 1 · 2026-08-04 · Sale · Disposed 3,580 · Balance 195,825 F1: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the reporting person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F2: The price in Column 4 is a weighted average price. The prices at which the reported securities were sold ranged from $23.8000 to $24.4200. Upon request, the reporting person will provide to the Issuer, any security holder of the Issuer, or the SEC staff, information regarding the number of shares at each price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the reporting person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.
F2: The price in Column 4 is a weighted average price. The prices at which the reported securities were sold ranged from $23.8000 to $24.4200. Upon request, the reporting person will provide to the Issuer, any security holder of the Issuer, or the SEC staff, information regarding the number of shares at each price within the range.
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 04, 2026 Filed Aug 6, 2026 23:01 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | SaleCommon Shares | 3,580 | $24.04 | $86,073.22 |
DisclosureSEC source: 0001193125-26-338659 · ownership.xml · nonDerivative · entry 1 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,825 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the reporting person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F2 · price: The price in Column 4 is a weighted average price. The prices at which the reported securities were sold ranged from $23.8000 to $24.4200. Upon request, the reporting person will provide to the Issuer, any security holder of the Issuer, or the SEC staff, information regarding the number of shares at each price within the range. Read SEC document |
| August 03, 2026 Filed Aug 3, 2026 23:29 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | SaleCommon Shares | 7,590 | $23.86 | $181,061.73 |
DisclosureSEC source: 0001193125-26-331061 · ownership.xml · nonDerivative · entry 3 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,405 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the reporting person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F4 · price: The price in Column 4 is a weighted average price. The prices at which the reported securities were sold ranged from $23.6500 to $24.2800. Upon request, the reporting person will provide to the Issuer, any security holder of the Issuer, or the SEC staff, information regarding the number of shares at each price within the range. Read SEC document |
| July 31, 2026 Filed Aug 3, 2026 23:29 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | SaleCommon Shares | 8,752 | $22.60 | $197,837.21 |
DisclosureSEC source: 0001193125-26-331061 · ownership.xml · nonDerivative · entry 2 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,995 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the reporting person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F3 · price: The price in Column 4 is a weighted average price. The prices at which the reported securities were sold ranged from $22.1700 to $22.9200. Upon request, the reporting person will provide to the Issuer, any security holder of the Issuer, or the SEC staff, information regarding the number of shares at each price within the range. Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 23:29 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | SaleCommon Shares | 5,887 | $22.74 | $133,892.16 |
DisclosureSEC source: 0001193125-26-331061 · ownership.xml · nonDerivative · entry 1 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,747 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the reporting person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F2 · price: The price in Column 4 is a weighted average price. The prices at which the reported securities were sold ranged from $22.2400 to $23.1700. Upon request, the reporting person will provide to the Issuer, any security holder of the Issuer, or the SEC staff, information regarding the number of shares at each price within the range. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 21:49 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | GrantCommon Shares | 58,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-308044 · ownership.xml · nonDerivative · entry 1 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,634 F1 · shares: Represents common shares earned with respect to an award of performance-based RSUs ("PSUs") granted on July 17, 2025, as determined based on the Issuer's achievement of specified performance goals. 100% of the PSUs vested on July 15, 2026. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 21:15 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | GrantCommon Stock | 942 | $21.55 | $20,300.10 |
DisclosureSEC source: 0001193125-26-294955 · ownership.xml · nonDerivative · entry 1 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,802 F1 · kind: Shares purchased pursuant to the Kestra Medical Technologies, Ltd. 2025 Employee Stock Purchase Plan ("ESPP") in transactions that were exempt under Rule 16b-3, for the ESPP purchase period of January 1, 2026 through June 30, 2026. F2 · price: In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on June 29, 2026. F3 · balance_after: Includes unvested RSUs. Read SEC document |
| June 03, 2026 Filed Jun 4, 2026 22:36 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | GrantCommon Shares | 25,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-257908 · ownership.xml · nonDerivative · entry 1 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,860 F1 · shares: Represents restricted stock units ("RSU") that entitle the Reporting Person to receive, at settlement, one common share of Kestra Medical Technologies, Ltd. Subject to the Reporting Person's continued service, the RSUs will vest over three years, with 1/3 vesting on each anniversary of June 3, 2026. Read SEC document |
| December 29, 2025 Filed Dec 31, 2025 21:16 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | SaleCommon Shares | 10,500 | $26.69 | $280,200.90 |
DisclosureSEC source: 0001193125-25-338326 · ownership.xml · nonDerivative · entry 1 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 136,633 F1 · kind: The reported transaction occurred pursuant to a Rule 10b5-1 trading plan adopted on September 30, 2025. F2 · price: The price in Column 4 is a weighted average price. The prices at which the reported securities were sold ranged from $26.51 to $26.96. Upon request, the reporting person will provide to the Issuer, any security holder of the Issuer, or the SEC staff, information regarding the number of shares at each price within the range. F3 · balance_after: Includes 12,797 Common Shares received from West Affum Holdings, L.P. in a pro rata distribution exempt pursuant to Rule 16a-9. Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 21:13 UTC | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | GrantCommon Shares | 29,412 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-097318 · ownership.xml · nonDerivative · entry 1 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,836 F1 · shares: Represents restricted stock units ("RSU") that entitle the Reporting Person to receive, at settlement, one common share of Kestra Medical Technologies, Ltd. Subject to the Reporting Person's continued service, the RSUs will vest 9,804 on July 17, 2026, 9,804 on July 17, 2027 and 9,804 on July 17, 2028. Read SEC document |
| March 07, 2025 Filed Sep 15, 2025 20:17 UTC Amendment | KESTRA MEDICAL TECHNOLOGIES, LTD. KMTS · Entity 4686 | PurchaseCommon Shares | 13,500 | $17.00 | $229,500.00 |
DisclosureSEC source: 0001193125-25-203592 · ownership.xml · nonDerivative · entry 1 Umberger Traci S · CIK 0001877198 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,336 F1 · shares: The reported securities were purchased in connection with the Issuer's initial public offering reserved share program and were inadvertently omitted from the Reporting Person's prior filings. 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.