Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Director · President, CEO, & Director | July 30, 2026 | August 03, 2026 |
| Axonics, Inc.AXNX · Entity 86004 | Director | November 15, 2024 | November 15, 2024 |
| Inspire Medical Systems, Inc.INSP · Entity 1186 | Director | July 20, 2026 | July 27, 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 July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 774,434 |
Ending reported balance
After 2026-07-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-30 · Gift · Disposed 700 · Balance 778,434 F1: No consideration was received in connection with this gift to the reporting person's parent. Row 2 · 2026-07-30 · Gift · Disposed 4,000 · Balance 774,434 F2: No consideration was received in connection with this charitable gift. |
| Common StockSEC Table I · non-derivative | IndirectHeld by reporting person's children | 14,310 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,310 F3: The reporting person disclaims beneficial ownership of these securities, except as to his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectHeld by reporting person's parent | 2,950 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,950 F3: The reporting person disclaims beneficial ownership of these securities, except as to his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectHeld by reporting person's sibling | 1,000 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,000 F3: The reporting person disclaims beneficial ownership of these securities, except as to his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: No consideration was received in connection with this gift to the reporting person's parent.
F2: No consideration was received in connection with this charitable gift.
F3: The reporting person disclaims beneficial ownership of these securities, except as to his pecuniary interest therein.
Axonics, Inc.
Report date November 15, 2024 · Filed November 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-11-15 transaction · row 1
1 source rowRow 1 · 2024-11-15 · Disposition to issuer · Disposed 17,861 · Balance 0 F1: Reflects the disposition of the reporting person's shares of the Issuer's common stock, upon the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of January 8, 2024 (the "Merger Agreement"), among the Issuer, Boston Scientific Corporation ("Parent") and Sadie Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger of Merger Sub with and into the Issuer with the Issuer as the surviving corporation (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock was canceled and converted automatically into the right to receive $71.00 in cash, without interest (the "Merger Consideration"). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.10 · Expires 2029-08-22 | Direct | 0 |
Reported balance
After 2024-11-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-15 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.85 · Expires 2029-02-27 | Direct | 0 |
Reported balance
After 2024-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-15 · Disposition to issuer · Disposed 10,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of the reporting person's shares of the Issuer's common stock, upon the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of January 8, 2024 (the "Merger Agreement"), among the Issuer, Boston Scientific Corporation ("Parent") and Sadie Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger of Merger Sub with and into the Issuer with the Issuer as the surviving corporation (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock was canceled and converted automatically into the right to receive $71.00 in cash, without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions.
Inspire Medical Systems, Inc.
Report date July 20, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,631 |
Reported balance
After 2026-07-20 transaction · row 1
1 source rowRow 1 · 2026-07-20 · Grant · Acquired 5,631 · Balance 5,631 F1: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs vest in three equal annual installments on the first three anniversaries of the date of grant, subject to the Reporting Person's continued service on the board of directors of the Issuer through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs vest in three equal annual installments on the first three anniversaries of the date of grant, subject to the Reporting Person's continued service on the board of directors of the Issuer through each such vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 30, 2026 Filed Aug 3, 2026 07:18 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-26-000008 · wk-form4_1785755898.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 774,434 F2 · price: No consideration was received in connection with this charitable gift. Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 07:18 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-26-000008 · wk-form4_1785755898.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778,434 F1 · price: No consideration was received in connection with this gift to the reporting person's parent. Read SEC document |
| July 20, 2026 Filed Jul 27, 2026 23:10 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 5,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-087217 · tm2621426-2_4seq1.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,631 F1 · shares: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs vest in three equal annual installments on the first three anniversaries of the date of grant, subject to the Reporting Person's continued service on the board of directors of the Issuer through each such vesting date. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 13:06 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 636 | $23.78 | $15,124.08 |
DisclosureSEC source: 0001230584-26-000006 · wk-form4_1782997589.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779,134 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2026. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 30, 2026, which is the last trading day of the applicable offering period. The closing price on June 30, 2026, was $27.98. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 12:32 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-26-000004 · wk-form4_1773059554.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778,498 F2 · price: No consideration was received in conjunction with this gift to the reporting person's sibling. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 12:32 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-26-000004 · wk-form4_1773059554.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779,498 F1 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:53 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 72,777 | $31.26 | $2,275,009.02 |
DisclosureSEC source: 0001230584-26-000002 · wk-form4_1772574793.xml · nonDerivative · entry 3 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 784,498 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:53 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 101,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-26-000002 · wk-form4_1772574793.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857,275 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:53 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 68,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-26-000002 · wk-form4_1772574793.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 755,995 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 13:26 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-25-000007 · wk-form4_1765545997.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 687,377 F1 · price: No consideration was received in connection with this charitable gift. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:11 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-25-000005 · wk-form4_1763417459.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 691,377 F1 · price: No consideration was received in connection with this charitable gift. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 12:21 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001230584-25-000003 · wk-form4_1755001311.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 697,377 F1 · price: No consideration was received in connection with this charitable gift. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 12:48 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 822 | $25.84 | $21,240.48 |
DisclosureSEC source: 0001323885-25-000078 · wk-form4_1751460522.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707,377 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2025. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 2, 2025, which is the first trading day of the applicable offering period. The closing price on January 2, 2025 was $30.40. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:22 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000029 · wk-form4_1741810945.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 706,555 F1 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:00 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 43,926 | $38.74 | $1,701,693.24 |
DisclosureSEC source: 0001323885-25-000021 · wk-form4_1741125615.xml · nonDerivative · entry 3 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710,555 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:00 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 50,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000021 · wk-form4_1741125615.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 754,481 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:00 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 50,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000021 · wk-form4_1741125615.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 703,574 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| November 15, 2024 Filed Nov 15, 2024 13:58 UTC | Axonics, Inc. AXNX · Entity 86004 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,000 | $50.15 Strike: $20.85 | $501,500.00 |
DisclosureSEC source: 0001562180-24-007701 · primarydocument.xml · derivative · entry 3 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2029-02-27 F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions. Read SEC document |
| November 15, 2024 Filed Nov 15, 2024 13:58 UTC | Axonics, Inc. AXNX · Entity 86004 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,000 | $36.90 Strike: $34.10 | $184,500.00 |
DisclosureSEC source: 0001562180-24-007701 · primarydocument.xml · derivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2029-08-22 F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan (f/k/a/ Axonics Modulation Technologies, Inc. 2018 Omnibus Incentive Plan) and the Axonics Modulation Technologies, Inc. 2014 Stock Incentive Plan (each such option, a "Company Option"), whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the amount by which the Merger Consideration exceeds the exercise price per share applicable to such Company Option and (b) the aggregate number of shares of the Issuer's common stock issuable upon exercise of such Company Option, less applicable taxes and authorized deductions. Read SEC document |
| November 15, 2024 Filed Nov 15, 2024 13:58 UTC | Axonics, Inc. AXNX · Entity 86004 | Disposition to issuerCommon Stock | 17,861 | $71.00 | $1,268,131.00 |
DisclosureSEC source: 0001562180-24-007701 · primarydocument.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Reflects the disposition of the reporting person's shares of the Issuer's common stock, upon the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of January 8, 2024 (the "Merger Agreement"), among the Issuer, Boston Scientific Corporation ("Parent") and Sadie Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger of Merger Sub with and into the Issuer with the Issuer as the surviving corporation (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock was canceled and converted automatically into the right to receive $71.00 in cash, without interest (the "Merger Consideration"). F1 · price: Reflects the disposition of the reporting person's shares of the Issuer's common stock, upon the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of January 8, 2024 (the "Merger Agreement"), among the Issuer, Boston Scientific Corporation ("Parent") and Sadie Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger of Merger Sub with and into the Issuer with the Issuer as the surviving corporation (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of the Issuer's common stock was canceled and converted automatically into the right to receive $71.00 in cash, without interest (the "Merger Consideration"). Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 12:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000108 · wk-form4_1723812385.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 653,239 F1 · price: No consideration was received in connection with this charitable gift. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:25 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 707 | $19.35 | $13,680.45 |
DisclosureSEC source: 0001323885-24-000099 · wk-form4_1719951941.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 656,239 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2024. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 28, 2024, which is the last trading day of the applicable offering period. The closing price on June 28, 2024 was $22.77. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 12:47 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000044 · wk-form4_1710766020.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 655,532 F1 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 47,824 | $36.28 | $1,735,054.72 |
DisclosureSEC source: 0001323885-24-000037 · wk-form4_1709675173.xml · nonDerivative · entry 3 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 657,532 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 69,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000037 · wk-form4_1709675173.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 705,356 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 50,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000037 · wk-form4_1709675173.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 636,214 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 14:00 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000115 · wk-form4_1701266428.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 585,360 F1 · price: No consideration was received in connection with this charitable gift. Read SEC document |
| August 08, 2023 Filed Aug 9, 2023 00:42 UTC | Axonics, Inc. AXNX · Entity 86004 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006245 · primarydocument.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,861 Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 13:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000101 · wk-form4_1691500781.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595,360 F1 · price: No consideration was received in connection with this gift to the reporting person's parents. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 12:12 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 557 | $38.11 | $21,227.27 |
DisclosureSEC source: 0001323885-23-000077 · wk-form4_1688386321.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 596,610 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2023. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 3, 2023, which is the first trading day of the applicable offering period. The closing price on January 3, 2023 was $44.84. Read SEC document |
| June 26, 2023 Filed Jun 29, 2023 00:21 UTC | Axonics, Inc. AXNX · Entity 86004 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005531 · primarydocument.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,361 Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 13:12 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000071 · wk-form4_1685625157.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 596,053 F1 · price: No consideration was received in connection with this gift to the reporting person's parents. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000032 · wf-form4_167788179349757.xml · nonDerivative · entry 5 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,053 F4 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000032 · wf-form4_167788179349757.xml · nonDerivative · entry 4 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,853 F4 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 45,470 | $38.81 | $1,764,690.70 |
DisclosureSEC source: 0001323885-23-000032 · wf-form4_167788179349757.xml · nonDerivative · entry 3 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,653 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 45,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000032 · wf-form4_167788179349757.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,123 F2 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 69,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000032 · wf-form4_167788179349757.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,130 F1 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The award had both a Company performance goal and a service period requirement, which were both met. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:02 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000118 · wf-form4_166906451994225.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,896 F1 · price: No consideration was received in connection with this charitable gift. Read SEC document |
| August 18, 2022 Filed Aug 23, 2022 00:13 UTC | Axonics, Inc. AXNX · Entity 86004 | GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006262 · primarydocument.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,361 Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:22 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 350 | $34.73 | $12,155.50 |
DisclosureSEC source: 0001323885-22-000090 · wf-form4_165705251581219.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,896 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2022. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 30, 2022, which is the last trading day of the applicable offering period. The closing price on June 30, 2022 was $40.86. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:31 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 43,167 | $69.59 | $3,003,991.53 |
DisclosureSEC source: 0001323885-22-000025 · wf-form4_164634306271736.xml · nonDerivative · entry 3 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,546 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:31 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 22,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000025 · wf-form4_164634306271736.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,713 F2 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:31 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 67,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000025 · wf-form4_164634306271736.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,081 F1 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The award had both a Company performance goal and a service period requirement, which were both met. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 13:58 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000013 · wf-form4_164605671307865.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,972 F1 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 13:58 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000013 · wf-form4_164605671307865.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,482 F1 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 13:31 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 141 | $59.10 | $8,333.10 |
DisclosureSEC source: 0001209191-22-000381 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,992 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended December 31, 2021. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on December 31, 2021, which was the last trading day of the applicable offering period. The closing price on December 31, 2021 was $69.53. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-068766 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,851 F1 · price: No consideration was received in connection with this charitable gift. Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 21:38 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064215 · doc4.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,851 F1 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:38 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064215 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,196 F1 · price: No consideration was received in connection with this gift to the reporting person's children. Read SEC document |
| October 22, 2021 Filed Nov 3, 2021 01:15 UTC | Axonics, Inc. AXNX · Entity 86004 | GrantCommon Stock | 2,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006775 · primarydocument.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,261 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.