Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accelerate Diagnostics, IncAXDX · Entity 78156 | Chief Financial Officer | April 01, 2025 | April 02, 2025 |
| TriSalus Life Sciences, Inc.TLSI · Entity 5872 | Chief Financial Officer | July 01, 2026 | July 06, 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.
Accelerate Diagnostics, Inc
Report date April 01, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,568 |
Ending reported balance
After 2025-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-01 · Exercise / conversion · Acquired 20,000 · Balance 71,384 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. Row 2 · 2025-04-01 · Sale · Disposed 6,816 · Balance 64,568 F2: The sale reported on this Form 4 represents shares sold by the reporting person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the reporting person. |
| Employee Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,000 |
Reported balance
After 2025-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-01 · Exercise / conversion · Disposed 20,000 · Balance 30,000 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. F3: On April 1, 2023, the reporting person was granted a total of 50,000 RSUs, of which 40% vest on April 1, 2025 and the remaining 60% vest on April 1, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse IRA | 760 |
Reported balance
Holding disclosure · report date 2025-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 760 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting.
F2: The sale reported on this Form 4 represents shares sold by the reporting person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the reporting person.
F3: On April 1, 2023, the reporting person was granted a total of 50,000 RSUs, of which 40% vest on April 1, 2025 and the remaining 60% vest on April 1, 2026.
TriSalus Life Sciences, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 261,107 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Tax withholding · Disposed 14,650 · Balance 261,107 F1: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units previously granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units previously granted.
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 |
|---|---|---|---|---|---|---|
| April 13, 2023 Filed Apr 17, 2023 21:54 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | SaleCommon Stock | 1,147 | $0.65 | $745.55 |
DisclosureSEC source: 0001628280-23-011840 · wf-form4_168178287326590.xml · nonDerivative · entry 2 Patience David · CIK 0001970009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,083 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| April 13, 2023 Filed Apr 17, 2023 21:54 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | Exercise / conversionCommon Stock | 3,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-011840 · wf-form4_168178287326590.xml · nonDerivative · entry 1 Patience David · CIK 0001970009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,230 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: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. On March 13, 2021, the reporting person was granted a total of 39,707 restricted stock units, which vests in equal amounts every month for 12 months, which started vesting on January 13, 2023. F1 · price: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. On March 13, 2021, the reporting person was granted a total of 39,707 restricted stock units, which vests in equal amounts every month for 12 months, which started vesting on January 13, 2023. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:31 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | GrantEmployee Restricted Stock Units · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-010787 · wf-form4_168065830497403.xml · derivative · entry 1 Patience David · CIK 0001970009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The reporting person received 500,000 restricted stock units on April 1, 2023, of which 40% vests on April 1, 2025 and the remaining 60% will vest on April 1, 2026. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F3 · derivative.expiration_date: Not Applicable. 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.