Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ClearPoint Neuro, Inc.CLPT · Entity 2367 | Chief Financial 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.
ClearPoint Neuro, 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 | 103,769 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 1,085 · Balance 103,769 F1: The reporting person is voluntarily reporting the acquisition of the Issuer's common stock pursuant to the Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of January 1, 2026 through June 30, 2026. In accordance with the ESPP, these shares were purchased at the lesser of 85% of the fair market value on either the first day or last day of the purchase period. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the acquisition of the Issuer's common stock pursuant to the Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of January 1, 2026 through June 30, 2026. In accordance with the ESPP, these shares were purchased at the lesser of 85% of the fair market value on either the first day or last day of the purchase period.
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 |
|---|---|---|---|---|---|---|
| September 29, 2021 Filed Oct 1, 2021 20:03 UTC | ClearPoint Neuro, Inc. CLPT · Entity 2367 | Tax withholdingCommon Stock | 4,958 | $17.22 | $85,376.76 |
DisclosureSEC source: 0001420506-21-001354 · doc4_968.xml · nonDerivative · entry 1 D'Alessandro Danilo · CIK 0001825163 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,465 F1 · shares: Represents the amount of shares delivered to satisfy applicable tax withholding obligations in connection with the vesting of shares of restricted stock. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 20:08 UTC | ClearPoint Neuro, Inc. CLPT · Entity 2367 | GrantStock Options (right to buy) · Derivative | 11,750 | $0.00 Strike: $16.71 | $0.00 |
DisclosureSEC source: 0001420506-21-001339 · doc4_962.xml · derivative · entry 2 D'Alessandro Danilo · CIK 0001825163 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,750 Underlying: Common Stock · 11,750 shares Expires 2031-08-20 F2 · derivative.exercise_date: The shares subject to this option vest as follows: (i) 20% of the total shares on the first anniversary of the grant date; (ii) 40% of the total shares on the second anniversary of the grant date; and (iii) 40% of the total shares on the third anniversary of the grant date. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 20:08 UTC | ClearPoint Neuro, Inc. CLPT · Entity 2367 | GrantCommon Stock | 5,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001420506-21-001339 · doc4_962.xml · nonDerivative · entry 1 D'Alessandro Danilo · CIK 0001825163 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,423 F1 · shares: The shares are restricted stock and vest as follows: (i) 20% of the total shares on the first anniversary of the grant date; (ii) 40% of the total shares on the second anniversary of the grant date; and (iii) 40% of the total shares on the third anniversary of the grant date. Read SEC document |
| September 29, 2020 Filed Sep 30, 2020 20:06 UTC | ClearPoint Neuro, Inc. CLPT · Entity 2367 | GrantStock Options (right to buy) · Derivative | 75,000 | $0.00 Strike: $5.80 | $0.00 |
DisclosureSEC source: 0001420506-20-001025 · doc4_851.xml · derivative · entry 2 D'Alessandro Danilo · CIK 0001825163 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2030-09-29 F2 · derivative.exercise_date: The shares subject to this option vest as follows: (i) one-third of the total shares on the first anniversary of the grant date; (ii) one-third of the total shares on the second anniversary of the grant date; and (iii) one-third of the total shares on the third anniversary of the grant date. Read SEC document |
| September 29, 2020 Filed Sep 30, 2020 20:06 UTC | ClearPoint Neuro, Inc. CLPT · Entity 2367 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001420506-20-001025 · doc4_851.xml · nonDerivative · entry 1 D'Alessandro Danilo · CIK 0001825163 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F1 · price: The shares are restricted stock and vest as follows: (i) one-third of the total shares on the first anniversary of the grant date; (ii) one-third of the total shares on the second anniversary of the grant date; and (iii) one-third of the total shares on the third anniversary of the grant date. Read SEC document |
| September 29, 2020 Filed Oct 21, 2020 20:10 UTC | ClearPoint Neuro, Inc. CLPT · Entity 2367 | Tax withholdingCommon Stock | 1,762 | $5.80 | $10,219.60 |
DisclosureSEC source: 0001420506-20-001079 · doc4_872.xml · nonDerivative · entry 2 D'Alessandro Danilo · CIK 0001825163 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,548 F2 · price: Represents the amount of shares delivered to satisfy applicable tax withholding obligations. Read SEC document |
| September 29, 2020 Filed Oct 21, 2020 20:10 UTC | ClearPoint Neuro, Inc. CLPT · Entity 2367 | GrantCommon Stock | 4,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001420506-20-001079 · doc4_872.xml · nonDerivative · entry 1 D'Alessandro Danilo · CIK 0001825163 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,310 F1 · price: The Reporting Person received $25,000 of his signing bonus in the form of the Issuer's common stock based on the closing price as of September 29, 2020. The shares were granted under the Issuer's Third Amended and Restated 2013 Incentive Compensation Plan. 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.