Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Chief Operating Officer | June 30, 2026 | July 02, 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 June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 229,867 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 527 · Balance 229,867 F1: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2026. F2: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 30, 2026, which is the last trading day of the applicable offering period. The closing price on June 30, 2026, was $27.98. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2026.
F2: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 30, 2026, which is the last trading day of the applicable offering period. The closing price on June 30, 2026, was $27.98.
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 29, 2018 Filed Jul 3, 2018 21:13 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 967 | $15.70 | $15,181.90 |
DisclosureSEC source: 0001209191-18-041204 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,706 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 |
| March 01, 2018 Filed Mar 5, 2018 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 19,677 | $17.71 | $348,479.67 |
DisclosureSEC source: 0001209191-18-016449 · doc4.xml · nonDerivative · entry 2 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,739 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 Restricted Stock Awards. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 35,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016449 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,416 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 13:03 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 3,275 | $17.55 | $57,476.25 |
DisclosureSEC source: 0001209191-18-005493 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,420 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 21:09 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 328 | $15.50 | $5,084.00 |
DisclosureSEC source: 0001209191-18-002709 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,695 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 |
| June 30, 2017 Filed Jul 5, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 888 | $16.32 | $14,492.16 |
DisclosureSEC source: 0001209191-17-043314 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,367 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 |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $6.73 | $0.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · derivative · entry 12 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2022-12-27 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. F7 · derivative.exercise_date: These options were granted on December 27, 2012 and are exercisable as to 25% of the shares one year from the date of grant and the remaining 75% thereafter vests and is exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 21,100 | $0.00 Strike: $6.27 | $0.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · derivative · entry 11 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,100 shares Expires 2022-10-25 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. F6 · derivative.exercise_date: These options were granted on October 25, 2012 and are exercisable as to 25% of the shares one year from the date of grant and the remaining 75% thereafter vests and is exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 512 | $0.00 Strike: $5.70 | $0.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · derivative · entry 10 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 512 shares Expires 2018-10-28 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. F5 · derivative.exercise_date: These options were granted on October 28, 2008 and are exercisable as to 25% of the shares one year from the date of grant and the remaining 75% thereafter vests and is exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.05 | $0.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · derivative · entry 9 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2018-07-30 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. F4 · derivative.exercise_date: These options were granted on July 30, 2008 and are exercisable as to 25% of the shares one year from the date of grant and the remaining 75% thereafter vests and is exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $10.10 | $0.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · derivative · entry 8 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2018-05-28 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. F3 · derivative.exercise_date: These options were granted on May 28, 2008 and are exercisable as to 25% of the shares one year from the date of grant and the remaining 75% thereafter vests and is exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 58,112 | $21.39 | $1,243,015.68 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · nonDerivative · entry 6 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,479 F1 · price: This transaction was executed in multiple trades at prices ranging from $21.08 to $21.65 per share. The price reported above reflects the weighted average 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. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 25,000 | $6.73 | $168,250.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · nonDerivative · entry 5 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,591 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 |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 21,100 | $6.27 | $132,297.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · nonDerivative · entry 4 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,591 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 |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 512 | $5.70 | $2,918.40 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · nonDerivative · entry 3 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,491 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 |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 10,000 | $10.05 | $100,500.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · nonDerivative · entry 2 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,979 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 |
| June 13, 2017 Filed Jun 15, 2017 20:19 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 1,500 | $10.10 | $15,150.00 |
DisclosureSEC source: 0001209191-17-040121 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,979 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 |
| March 01, 2017 Filed Mar 3, 2017 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 9,566 | $18.95 | $181,275.70 |
DisclosureSEC source: 0001209191-17-017535 · doc4.xml · nonDerivative · entry 2 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,479 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 Restricted Stock Awards. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017535 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,045 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 |
| January 24, 2017 Filed Jan 26, 2017 21:33 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 2,387 | $15.70 | $37,475.90 |
DisclosureSEC source: 0001209191-17-005725 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,045 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 30, 2016 Filed Jan 4, 2017 21:14 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 109 | $12.27 | $1,337.43 |
DisclosureSEC source: 0001209191-17-000836 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,432 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 |
| December 27, 2016 Filed Dec 29, 2016 21:33 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 1,710 | $19.41 | $33,191.10 |
DisclosureSEC source: 0001209191-16-157012 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,323 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 |
| November 14, 2016 Filed Nov 16, 2016 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 200 | $0.00 Strike: $12.22 | $0.00 |
DisclosureSEC source: 0001209191-16-150526 · doc4.xml · derivative · entry 6 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200 shares Expires 2017-02-08 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. F3 · derivative.exercise_date: These options were granted on February 8, 2007 and are exercisable as to 25% of the shares upon the one-year anniversary of the date of grant and the remaining 75% thereafter vests and is exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionStock Option (right to buy) · Derivative | 250 | $0.00 Strike: $9.70 | $0.00 |
DisclosureSEC source: 0001209191-16-150526 · doc4.xml · derivative · entry 5 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 250 shares Expires 2016-12-06 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: These options were granted on December 6, 2006 and are exercisable as to 25% of the shares upon the one-year anniversary of the date of grant and the remaining 75% thereafter vests and is exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 450 | $20.23 | $9,103.50 |
DisclosureSEC source: 0001209191-16-150526 · doc4.xml · nonDerivative · entry 3 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,033 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 200 | $12.22 | $2,444.00 |
DisclosureSEC source: 0001209191-16-150526 · doc4.xml · nonDerivative · entry 2 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,483 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 |
| November 14, 2016 Filed Nov 16, 2016 21:24 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 250 | $9.70 | $2,425.00 |
DisclosureSEC source: 0001209191-16-150526 · doc4.xml · nonDerivative · entry 1 Seith Douglas J · CIK 0001565823 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,283 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.