Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Director | July 28, 2026 | July 30, 2026 |
| Proto Labs IncPRLB · Entity 4553 | Director | June 02, 2026 | June 04, 2026 |
| SPS COMMERCE INCSPSC · Entity 4230 | Director | May 13, 2025 | May 15, 2025 |
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 28, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,518 |
Ending reported balance
After 2026-07-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-28 · Exercise / conversion · Acquired 25,000 · Balance 65,518 Row 2 · 2026-07-28 · Sale · Disposed 25,000 · Balance 40,518 F1: This transaction was executed in multiple trades at prices ranging from $37.73 to $39.04 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. |
| Non-qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.95 · Expires 2026-11-11 | Direct | 0 |
Reported balance
After 2026-07-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-28 · Exercise / conversion · Disposed 25,000 · Balance 0 F2: These options were granted on November 11, 2016. These options vest and are exercisable as to 25% of the shares one year from the date of grant and the remaining 75% thereafter vests and are exercisable in equal monthly installments on the same day of the month over the following three years. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $37.73 to $39.04 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.
F2: These options were granted on November 11, 2016. These options vest and are exercisable as to 25% of the shares one year from the date of grant and the remaining 75% thereafter vests and are exercisable in equal monthly installments on the same day of the month over the following three years.
Proto Labs Inc
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,505 |
Ending reported balance
After 2026-06-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-02 · Sale · Disposed 1,500 · Balance 33,005 F1: Reflects the weighted average price of 1,500 shares of common stock of Proto Labs Inc. sold by the reporting person in multiple transactions on June 2, 2026, with sale prices ranging from $76.86 to $77.00 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Row 2 · 2026-06-02 · Sale · Disposed 500 · Balance 32,505 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average price of 1,500 shares of common stock of Proto Labs Inc. sold by the reporting person in multiple transactions on June 2, 2026, with sale prices ranging from $76.86 to $77.00 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
SPS COMMERCE INC
Report date May 13, 2025 · Filed May 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,522 |
Reported balance
After 2025-05-13 transaction · row 1
1 source rowRow 1 · 2025-05-13 · Grant · Acquired 1,310 · Balance 17,522 F1: This reflects a restricted stock unit award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2025, provided the recipient remains a member of the board as of the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This reflects a restricted stock unit award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2025, provided the recipient remains a member of the board as of the 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 |
|---|---|---|---|---|---|---|
| May 14, 2019 Filed May 16, 2019 21:19 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantCommon Stock | 820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030500 · doc4.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,235 F1 · shares: This reflects a restricted stock award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2019, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 21:55 UTC | SPS COMMERCE INC SPSC · Entity 4230 | Exercise / conversionStock Option (right to buy) · Derivative | 672 | $0.00 Strike: $27.55 | $0.00 |
DisclosureSEC source: 0001209191-19-012108 · doc4.xml · derivative · entry 6 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 672 shares Expires 2019-05-23 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 · derivative.exercise_date: Fully vested. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 21:55 UTC | SPS COMMERCE INC SPSC · Entity 4230 | SaleCommon Stock | 672 | $110.00 | $73,920.00 |
DisclosureSEC source: 0001209191-19-012108 · doc4.xml · nonDerivative · entry 4 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,415 Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 21:55 UTC | SPS COMMERCE INC SPSC · Entity 4230 | Exercise / conversionCommon Stock | 672 | $27.55 | $18,513.60 |
DisclosureSEC source: 0001209191-19-012108 · doc4.xml · nonDerivative · entry 3 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,087 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. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:55 UTC | SPS COMMERCE INC SPSC · Entity 4230 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $27.55 | $0.00 |
DisclosureSEC source: 0001209191-19-012108 · doc4.xml · derivative · entry 5 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672 Underlying: Common Stock · 2,000 shares Expires 2019-05-23 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 · derivative.exercise_date: Fully vested. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:55 UTC | SPS COMMERCE INC SPSC · Entity 4230 | SaleCommon Stock | 2,000 | $108.32 | $216,634.40 |
DisclosureSEC source: 0001209191-19-012108 · doc4.xml · nonDerivative · entry 2 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,415 F1 · price: Reflects the weighted average price of 2,000 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 19, 2019 with sales prices ranging from $108.17 to $108.48 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:55 UTC | SPS COMMERCE INC SPSC · Entity 4230 | Exercise / conversionCommon Stock | 2,000 | $27.55 | $55,100.00 |
DisclosureSEC source: 0001209191-19-012108 · doc4.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,415 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. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 21:59 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantStock Option (right to buy) · Derivative | 3,285 | $0.00 Strike: $74.43 | $0.00 |
DisclosureSEC source: 0001209191-18-035293 · doc4.xml · derivative · entry 2 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,285 Underlying: Common Stock · 3,285 shares Expires 2025-05-31 F2 · derivative.exercise_date: Shares subject to this option vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2018, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 21:59 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantCommon Stock | 913 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035293 · doc4.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,415 F1 · shares: This reflects a restricted stock award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2018, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 19:30 UTC | Proto Labs Inc PRLB · Entity 4553 | SaleCommon Stock | 1,000 | $125.00 | $125,000.00 |
DisclosureSEC source: 0001437749-18-011076 · rdgdoc.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,878 Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:43 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 5,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033005 · doc4.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,026 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 |
| May 16, 2018 Filed May 18, 2018 20:58 UTC | Proto Labs Inc PRLB · Entity 4553 | GrantCommon Stock | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-010370 · rdgdoc.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,878 F1 · shares: The deferred stock units vest in full on May 16, 2019, but must be retained by the reporting person until the completion of the reporting person's service on the Board of Directors of Proto Labs, Inc. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:13 UTC | Proto Labs Inc PRLB · Entity 4553 | SaleCommon Stock | 2,000 | $107.00 | $214,000.00 |
DisclosureSEC source: 0001437749-18-002781 · rdgdoc.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,814 Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:53 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 5,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035460 · doc4.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,805 F1 · security: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:12 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantStock Option (right to buy) · Derivative | 3,026 | $0.00 Strike: $58.29 | $0.00 |
DisclosureSEC source: 0001209191-17-035496 · doc4.xml · derivative · entry 2 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,026 Underlying: Common Stock · 3,026 shares Expires 2024-05-23 F2 · derivative.exercise_date: Shares subject to this option vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2017, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:12 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantCommon Stock | 909 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035496 · doc4.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,502 F1 · shares: This reflects a restricted stock award. The shares subject to this award will vest in four equal installments on the last day of each fiscal quarter with the first vesting occurring on June 30, 2017, provided the recipient remains a member of the board as of the vesting date. Read SEC document |
| May 18, 2017 Filed May 22, 2017 22:20 UTC | Proto Labs Inc PRLB · Entity 4553 | GrantCommon Stock | 1,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-009839 · rdgdoc.xml · nonDerivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,814 F1 · shares: The restricted stock units vest in full on the earlier of 5/18/18 or the date of the Company's 2018 annual meeting of shareholders. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 16:26 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantStock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $19.95 | Not disclosed |
DisclosureSEC source: 0001209191-16-149579 · doc4.xml · derivative · entry 1 WEHRWEIN SVEN · CIK 0001205069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2026-11-11 F2 · price: Not applicable F1 · derivative.exercise_date: Exercisable cumulatively at a rate of 25% per annum commencing on the anniversary of the date of grant. 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.