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 10, 2019 Filed Jul 12, 2019 12:30 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 25,000 | $5.91 | $147,750.00 |
DisclosureSEC source: 0001209191-19-041875 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,103 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: These shares were exercised pursuant to a 10b5-1 trading plan. Read SEC document |
| June 30, 2019 Filed Jul 3, 2019 01:13 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 435 | $25.36 | $11,031.60 |
DisclosureSEC source: 0001209191-19-040612 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,103 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2019. 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, 2019, which was the last trading day of the applicable offering period. The closing price on June 28, 2019 was $29.84. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 11:05 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 114,353 | $30.77 | $3,518,641.81 |
DisclosureSEC source: 0001209191-19-017215 · doc4.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,668 F2 · 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. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 11:05 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 38,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017215 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,021 F1 · 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 |
| February 27, 2019 Filed Mar 6, 2019 00:30 UTC | Axonics, Inc. AXNX · Entity 86004 | GrantStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $20.85 | $0.00 |
DisclosureSEC source: 0000899243-19-006285 · doc4.xml · derivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-02-27 F1 · derivative.exercise_date: The option becomes exercisable in full on February 27, 2020, provided the reporting person remains in continuous service through such date. Read SEC document |
| February 27, 2019 Filed Mar 6, 2019 00:30 UTC | Axonics, Inc. AXNX · Entity 86004 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-006285 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 22:04 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011172 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,022 F1 · price: No consideration was received in connection with this gift to charity. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 21:07 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004181 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,342 F1 · price: No consideration was received in connection with this gift to charity. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 12:50 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 296 | $24.00 | $7,104.00 |
DisclosureSEC source: 0001209191-19-000614 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713,092 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended December 31, 2018. 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 July 2, 2018, which was the first trading day of the applicable offering period. The closing price on July 2, 2018 was $28.24. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 21:08 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 900 | $15.70 | $14,130.00 |
DisclosureSEC source: 0001209191-18-041185 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,796 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2008 Employee Stock Purchase Plan for the period ended June 30, 2018. 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, 2018, which was the first trading day of the applicable offering period. The closing price on January 2, 2018 was $18.47. Read SEC document |
| May 16, 2018 Filed May 17, 2018 20:20 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030894 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,896 F1 · price: No consideration was received in connection with this gift to charity. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:11 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 19,740 | $17.71 | $349,595.40 |
DisclosureSEC source: 0001209191-18-016400 · doc4.xml · nonDerivative · entry 2 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,221 F2 · 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. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:11 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 95,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016400 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731,961 F1 · 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 |
| January 24, 2018 Filed Jan 26, 2018 12:58 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 33,167 | $17.55 | $582,080.85 |
DisclosureSEC source: 0001209191-18-005491 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,676 F1 · 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. Read SEC document |
| December 29, 2017 Filed Jan 8, 2018 21:06 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 547 | $15.50 | $8,478.50 |
DisclosureSEC source: 0001209191-18-002707 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669,843 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2008 Employee Stock Purchase Plan for the period ended December 31, 2017. F2 · price: Closing price on December 29, 2017 was $18.24. Read SEC document |
| November 28, 2017 Filed Dec 4, 2017 21:16 UTC | AtriCure, Inc. ATRC · Entity 2704 | GiftCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063525 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669,296 F1 · price: No consideration was received in connection with this gift to charity. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:11 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 612 | $16.32 | $9,987.84 |
DisclosureSEC source: 0001209191-17-043271 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,696 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2008 Employee Stock Purchase Plan for the period ended June 30, 2017. F2 · price: Closing price on June 30, 2017 was $24.25. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:15 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 160,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017452 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,084 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 25% annually over four years from date of grant. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:11 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 556 | $12.27 | $6,822.12 |
DisclosureSEC source: 0001209191-17-000826 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,084 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2008 Employee Stock Purchase Plan for the period ended December 30, 2016. F2 · price: Closing price on December 30, 2016 was $19.57. Read SEC document |
| November 01, 2016 Filed Nov 4, 2016 20:23 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 30,176 | $17.95 | $541,659.20 |
DisclosureSEC source: 0001209191-16-148420 · doc4.xml · nonDerivative · entry 1 CARREL MICHAEL H · CIK 0001230584 · Director · President, CEO, & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,528 F1 · 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. 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.