Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TransMedics Group, Inc.TMDX · Entity 4261 | Director · President & CEO | July 10, 2026 | July 15, 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.
TransMedics Group, Inc.
Report date July 10, 2026 · Filed July 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,093 |
Reported balance
After 2026-07-10 transaction · row 1
1 source rowRow 1 · 2026-07-10 · Grant · Acquired 49,669 · Balance 171,093 F1: Consists of 49,669 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $71.23 · Expires 2036-07-10 | Direct | 112,984 |
Reported balance
After 2026-07-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-10 · Grant · Acquired 112,984 · Balance 112,984 F3: The option vests at a rate of 2.0833% of the total number of shares subject to the option each month following April 10, 2026 until the option is fully vested on April 10, 2030, subject to continued service. |
| Common StockSEC Table I · non-derivative | IndirectBy the Waleed H. Hassanein Revocable Trust | 345,009 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 345,009 F2: Reflects a prior transfer of 150,000 shares of the Issuer's common stock from the Waleed H. Hassanein Revocable Trust to the Hassanein 2026 Qualified Annuity Trust. The transfer constituted only a change in the form of beneficial ownership and was exempt under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy the Hassanein 2026 Qualified Annuity Trust | 150,000 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 150,000 F2: Reflects a prior transfer of 150,000 shares of the Issuer's common stock from the Waleed H. Hassanein Revocable Trust to the Hassanein 2026 Qualified Annuity Trust. The transfer constituted only a change in the form of beneficial ownership and was exempt under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of 49,669 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.
F2: Reflects a prior transfer of 150,000 shares of the Issuer's common stock from the Waleed H. Hassanein Revocable Trust to the Hassanein 2026 Qualified Annuity Trust. The transfer constituted only a change in the form of beneficial ownership and was exempt under Rule 16a-13 of the Securities Exchange Act of 1934, as amended.
F3: The option vests at a rate of 2.0833% of the total number of shares subject to the option each month following April 10, 2026 until the option is fully vested on April 10, 2030, subject to continued service.
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 |
|---|---|---|---|---|---|---|
| June 13, 2019 Filed Jun 14, 2019 22:05 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | Exercise / conversionCommon Stock | 4,000 | $0.28 | $1,120.00 |
DisclosureSEC source: 0000899243-19-017089 · doc4.xml · nonDerivative · entry 1 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,429 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 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherStock Option (Right to Buy) · Derivative | 228,082 | Not disclosed Strike: $0.28 | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · derivative · entry 10 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,082 Underlying: Common Stock · 228,082 shares Expires 2027-06-22 F2 · kind: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · shares: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · price: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F4 · derivative.exercise_date: The option vests at a rate of 2.0833% of the total number of shares each month until the option is fully vested on the fourth anniversary of the vesting commencement date, June 22, 2017. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherStock Option (Right to Buy) · Derivative | 798,287 | Not disclosed Strike: $0.63 | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · derivative · entry 9 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 228,082 shares Expires 2027-06-22 F2 · kind: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · shares: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · price: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F4 · derivative.exercise_date: The option vests at a rate of 2.0833% of the total number of shares each month until the option is fully vested on the fourth anniversary of the vesting commencement date, June 22, 2017. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherStock Option (Right to Buy) · Derivative | 257,371 | Not disclosed Strike: $0.28 | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · derivative · entry 8 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,371 Underlying: Common Stock · 257,371 shares Expires 2023-05-29 F2 · kind: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · shares: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · price: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherStock Option (Right to Buy) · Derivative | 900,799 | Not disclosed Strike: $0.08 | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · derivative · entry 7 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 257,371 shares Expires 2023-05-29 F2 · kind: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · shares: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · price: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherStock Option (Right to Buy) · Derivative | 223,414 | Not disclosed Strike: $0.39 | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · derivative · entry 6 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,414 Underlying: Common Stock · 223,414 shares Expires 2021-09-27 F2 · kind: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · shares: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · price: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherStock Option (Right to Buy) · Derivative | 781,949 | Not disclosed Strike: $0.11 | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · derivative · entry 5 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 223,414 shares Expires 2021-09-27 F2 · kind: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · shares: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · price: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherStock Option (Right to Buy) · Derivative | 4,853 | Not disclosed Strike: $57.75 | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · derivative · entry 4 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,853 Underlying: Common Stock · 4,853 shares Expires 2020-06-30 F2 · kind: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · shares: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · price: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherStock Option (Right to Buy) · Derivative | 16,986 | Not disclosed Strike: $16.50 | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · derivative · entry 3 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,853 shares Expires 2020-06-30 F2 · kind: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · shares: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F2 · price: The Stock Options reported herein as being disposed of are options to purchase common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Merger Agreement, each outstanding option to purchase shares of common stock of TransMedics, Inc. was converted into an outstanding option to purchase shares of common stock of the Issuer adjusted on a 3.5-for-one basis, with a corresponding adjustment to the exercise price. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherCommon Stock | 105,429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · nonDerivative · entry 2 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,429 F1 · kind: The Common Stock reported herein as being disposed of is common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Agreement and Plan of Merger and Reorganization by and among the Issuer, TransMedics, Inc. and TMDX, Inc., dated April 15, 2019 (the "Merger Agreement") such common stock of TransMedics, Inc. was converted into shares of common stock of the Issuer on a 3.5-for-one basis. F1 · price: The Common Stock reported herein as being disposed of is common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Agreement and Plan of Merger and Reorganization by and among the Issuer, TransMedics, Inc. and TMDX, Inc., dated April 15, 2019 (the "Merger Agreement") such common stock of TransMedics, Inc. was converted into shares of common stock of the Issuer on a 3.5-for-one basis. Read SEC document |
| May 06, 2019 Filed May 6, 2019 22:43 UTC | TransMedics Group, Inc. TMDX · Entity 4261 | OtherCommon Stock | 369,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-012292 · doc4.xml · nonDerivative · entry 1 Hassanein Waleed H · CIK 0001430466 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The Common Stock reported herein as being disposed of is common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Agreement and Plan of Merger and Reorganization by and among the Issuer, TransMedics, Inc. and TMDX, Inc., dated April 15, 2019 (the "Merger Agreement") such common stock of TransMedics, Inc. was converted into shares of common stock of the Issuer on a 3.5-for-one basis. F1 · price: The Common Stock reported herein as being disposed of is common stock of TransMedics, Inc. Immediately prior to the closing of the Issuer's initial public offering, pursuant to the terms of the Agreement and Plan of Merger and Reorganization by and among the Issuer, TransMedics, Inc. and TMDX, Inc., dated April 15, 2019 (the "Merger Agreement") such common stock of TransMedics, Inc. was converted into shares of common stock of the Issuer on a 3.5-for-one basis. 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.