Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acutus Medical, Inc.AFIB · Entity 83848 | Director | June 15, 2023 | June 15, 2023 |
| Integer Holdings CorpITGR · Entity 4016 | EVP, Chief Financial Officer | January 20, 2023 | January 25, 2023 |
| REPLIGEN CORPRGEN · Entity 486 | CFO | September 25, 2026 | September 28, 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.
Acutus Medical, Inc.
Report date June 15, 2023 · Filed June 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| FORM 4SEC Table I · non-derivative | Direct | 22,400 |
Reported balance
After 2023-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-15 · Grant · Acquired 8,400 · Balance 22,400 F1: Common Stock F2: Each annual restricted stock unit ("Annual RSU") will be scheduled to vest as to all of the Shares of Common Stock ("Shares) subject to such Annual RSU on the first anniversary of the date of grant of such Annual RSU, if on such date the Reporting Person has remained in continuous service as a director. |
| FORM 4SEC Table II · derivative / convertible security · Conversion / exercise price $0.83 · Expires 2033-06-15 | Direct | 19,600 |
Reported balance
After 2023-06-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-15 · Grant · Acquired 19,600 · Balance 19,600 F3: Stock Options (Right to Buy) F4: Each annual stock option ("the Annual Option") will be scheduled to vest and become exercisable as to all of the Shares subject to such Annual Option on the first anniversary of the date of grant of such Annual Option, fi on such date the Reporting Person has remained in continuous service as director. F1: Common Stock |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock
F2: Each annual restricted stock unit ("Annual RSU") will be scheduled to vest as to all of the Shares of Common Stock ("Shares) subject to such Annual RSU on the first anniversary of the date of grant of such Annual RSU, if on such date the Reporting Person has remained in continuous service as a director.
F3: Stock Options (Right to Buy)
F4: Each annual stock option ("the Annual Option") will be scheduled to vest and become exercisable as to all of the Shares subject to such Annual Option on the first anniversary of the date of grant of such Annual Option, fi on such date the Reporting Person has remained in continuous service as director.
Integer Holdings Corp
Report date January 20, 2023 · Filed January 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,061 |
Ending reported balance
After 2023-01-22 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-01-20 · Grant · Acquired 2,633 · Balance 14,202 F1: Represents the vesting of restricted stock units that vest subject to the satisfaction of certain 3-year performance criteria. The criteria for these shares has been met. F2: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2023-01-21 · Exercise / conversion · Acquired 1,901 · Balance 16,103 F2: Restricted stock units convert into common stock on a one-for-one basis. Row 3 · 2023-01-22 · Exercise / conversion · Acquired 1,530 · Balance 17,633 F2: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2023-01-22 · Tax withholding · Disposed 1,572 · Balance 16,061 F3: Shares otherwise issuable were withheld to satisfy the Reporting Person's tax obligations arising from the vesting events described in footnotes (1), (4) and (5) to this Form 4. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,531 |
Reported balance
After 2023-01-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-01-22 · Exercise / conversion · Disposed 1,530 · Balance 1,531 F2: Restricted stock units convert into common stock on a one-for-one basis. F4: On January 22, 2021, the reporting person was granted 4,591 restricted stock units, vesting in three equal installments beginning on January 22, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,803 |
Reported balance
After 2023-01-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-01-21 · Exercise / conversion · Disposed 1,901 · Balance 3,803 F2: Restricted stock units convert into common stock on a one-for-one basis. F5: On January 21, 2022, the reporting person was granted 5,704 restricted stock units, vesting in three equal installments beginning on January 21, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,849 |
Reported balance
After 2023-01-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-01-20 · Grant · Acquired 6,849 · Balance 6,849 F2: Restricted stock units convert into common stock on a one-for-one basis. F6: Grant of restricted stock units that vest in three equal annual installments beginning on January 20, 2024, the first anniversary of the date of the award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of restricted stock units that vest subject to the satisfaction of certain 3-year performance criteria. The criteria for these shares has been met.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: Shares otherwise issuable were withheld to satisfy the Reporting Person's tax obligations arising from the vesting events described in footnotes (1), (4) and (5) to this Form 4.
F4: On January 22, 2021, the reporting person was granted 4,591 restricted stock units, vesting in three equal installments beginning on January 22, 2022.
F5: On January 21, 2022, the reporting person was granted 5,704 restricted stock units, vesting in three equal installments beginning on January 21, 2023.
F6: Grant of restricted stock units that vest in three equal annual installments beginning on January 20, 2024, the first anniversary of the date of the award.
REPLIGEN CORP
Report date September 25, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,408 |
Reported balance
After 2026-09-25 transaction · row 1
1 source rowRow 1 · 2026-09-25 · Tax withholding · Disposed 421 · Balance 18,408 F1: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations of the reporting person that arose upon the release of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligations of the reporting person that arose upon the release of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| October 02, 2020 Filed Oct 5, 2020 23:13 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 2,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053889 · doc4.xml · derivative · entry 3 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,490 Underlying: Common · 2,490 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On October 10, 2018, the reporting person was granted 7,470 restricted stock units, vesting in three equal installments beginning October 2, 2019. F2 · derivative.expiration_date: On October 10, 2018, the reporting person was granted 7,470 restricted stock units, vesting in three equal installments beginning October 2, 2019. Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 23:13 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 607 | $57.76 | $35,060.32 |
DisclosureSEC source: 0001209191-20-053889 · doc4.xml · nonDerivative · entry 2 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,452 Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 23:13 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 2,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-053889 · doc4.xml · nonDerivative · entry 1 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,059 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 23:22 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 3,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006592 · doc4.xml · derivative · entry 2 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,614 Underlying: Common · 3,614 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Grant of restricted stock units that vest in three annual installments on the last day of each fiscal year beginning in 2020. F2 · derivative.expiration_date: Grant of restricted stock units that vest in three annual installments on the last day of each fiscal year beginning in 2020. Read SEC document |
| January 03, 2020 Filed Jan 8, 2020 02:26 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-002435 · doc4.xml · derivative · entry 3 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,955 Underlying: Common · 976 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 28, 2019, the reporting person was granted 2,931 restricted stock units, vesting in three equal installments beginning January 3, 2020. F2 · derivative.expiration_date: On February 28, 2019, the reporting person was granted 2,931 restricted stock units, vesting in three equal installments beginning January 3, 2020. Read SEC document |
| January 03, 2020 Filed Jan 8, 2020 02:26 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 290 | $81.04 | $23,501.60 |
DisclosureSEC source: 0001209191-20-002435 · doc4.xml · nonDerivative · entry 2 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,569 Read SEC document |
| January 03, 2020 Filed Jan 8, 2020 02:26 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-002435 · doc4.xml · nonDerivative · entry 1 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,859 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 02, 2019 Filed Oct 4, 2019 13:40 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 2,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052492 · doc4.xml · derivative · entry 3 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,980 Underlying: Common · 2,490 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On October 10, 2018, the reporting person was granted 7,470 restricted stock units, vesting in three equal installments beginning October 2, 2019. F2 · derivative.expiration_date: On October 10, 2018, the reporting person was granted 7,470 restricted stock units, vesting in three equal installments beginning October 2, 2019. Read SEC document |
| October 02, 2019 Filed Oct 4, 2019 13:40 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 607 | $71.98 | $43,691.86 |
DisclosureSEC source: 0001209191-19-052492 · doc4.xml · nonDerivative · entry 2 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,883 Read SEC document |
| October 02, 2019 Filed Oct 4, 2019 13:40 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 2,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-052492 · doc4.xml · nonDerivative · entry 1 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,490 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:50 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 2,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015966 · doc4.xml · derivative · entry 1 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 Underlying: Common · 2,931 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Grant of restricted stock units that vest in three approximately equal annual installments on the last day of each fiscal year beginning in 2019. F2 · derivative.expiration_date: Grant of restricted stock units that vest in three approximately equal annual installments on the last day of each fiscal year beginning in 2019. Read SEC document |
| October 10, 2018 Filed Oct 12, 2018 18:33 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 8,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-054876 · doc4.xml · derivative · entry 1 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,122 Underlying: Common · 8,122 shares Expires not disclosed F1 · derivative.exercise_date: Grant of Restricted Stock Units that vest in three equal installments beginning October 2, 2019. F1 · derivative.expiration_date: Grant of Restricted Stock Units that vest in three equal installments beginning October 2, 2019. Read SEC document |
| October 10, 2018 Filed Nov 9, 2018 21:28 UTC Amendment | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 7,470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057962 · doc4a.xml · derivative · entry 1 Garland Jason K · CIK 0001754555 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,470 Underlying: Common · 7,470 shares Expires not disclosed F1 · shares: Amended to report the correct number of restricted stock units acquired on October 10, 2018. F2 · derivative.exercise_date: Grant of Restricted Stock Units that vest in three equal annual installments beginning October 2, 2019. F2 · derivative.expiration_date: Grant of Restricted Stock Units that vest in three equal annual installments beginning October 2, 2019. 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.