Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHOULDER INNOVATIONS, INC.SI · Entity 5607 | Director | October 05, 2026 | October 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.
SHOULDER INNOVATIONS, INC.
Report date October 05, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,948 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Grant · Acquired 892 · Balance 25,948 F1: Represents an award of restricted stock units ("RSUs") received in lieu of cash retainer fees, which were fully vested as of the grant date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. The Reporting Person voluntarily elected to defer receipt of the Common Stock issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs") received in lieu of cash retainer fees, which were fully vested as of the grant date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. The Reporting Person voluntarily elected to defer receipt of the Common Stock issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors.
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 05, 2026 Filed Oct 6, 2026 20:49 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | GrantCommon Stock | 892 | $19.60 | $17,483.20 |
DisclosureSEC source: 0002072468-26-000002 · wk-form4_1791319781.xml · nonDerivative · entry 1 Sidow Kevin K. · CIK 0002072468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,948 F1 · shares: Represents an award of restricted stock units ("RSUs") received in lieu of cash retainer fees, which were fully vested as of the grant date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. The Reporting Person voluntarily elected to defer receipt of the Common Stock issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. Read SEC document |
| June 26, 2026 Filed Jun 29, 2026 21:10 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | GrantCommon Stock | 5,046 | $0.00 | $0.00 |
DisclosureSEC source: 0002072468-26-000001 · wk-form4_1782767434.xml · nonDerivative · entry 1 Sidow Kevin K. · CIK 0002072468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,056 F1 · shares: Represents an award of restricted stock units ("RSUs"). The RSUs will vest on the earlier of the date of the annual meeting of stockholders to be held in 2027 or June 26, 2027. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. The Reporting Person voluntarily elected to defer receipt of the Common Stock issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:05 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | ConversionSeries D Convertible Preferred Stock · Derivative | 235,524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001641172-25-022251 · ownership.xml · derivative · entry 3 Sidow Kevin K. · CIK 0002072468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,344 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: Immediately prior to the closing of the Issuer's initial public offering, the shares of preferred stock of the Issuer automatically converted into shares of Common Stock on a one-for-0.052410901 basis. F1 · price: Immediately prior to the closing of the Issuer's initial public offering, the shares of preferred stock of the Issuer automatically converted into shares of Common Stock on a one-for-0.052410901 basis. F1 · derivative.exercise_date: Immediately prior to the closing of the Issuer's initial public offering, the shares of preferred stock of the Issuer automatically converted into shares of Common Stock on a one-for-0.052410901 basis. F1 · derivative.expiration_date: Immediately prior to the closing of the Issuer's initial public offering, the shares of preferred stock of the Issuer automatically converted into shares of Common Stock on a one-for-0.052410901 basis. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:05 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | GrantCommon Stock | 7,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001641172-25-022251 · ownership.xml · nonDerivative · entry 2 Sidow Kevin K. · CIK 0002072468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,010 F2 · shares: Represents an award of restricted stock units ("RSUs"). The RSUs will vest on the earlier of the date of the annual meeting of stockholders to be held in 2026 or August 1, 2026. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:05 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | ConversionCommon Stock | 12,344 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001641172-25-022251 · ownership.xml · nonDerivative · entry 1 Sidow Kevin K. · CIK 0002072468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,344 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: Immediately prior to the closing of the Issuer's initial public offering, the shares of preferred stock of the Issuer automatically converted into shares of Common Stock on a one-for-0.052410901 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.