Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VICOR CORPVICR · Entity 1442 | Director · CFO, Treasurer, Secretary | June 25, 2026 | June 29, 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.
VICOR CORP
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-06-25 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-06-25 · Exercise / conversion · Acquired 1,000 · Balance 1,000 Row 2 · 2026-06-25 · Sale · Disposed 150 · Balance 850 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $326.7200 to $327.4600. Row 3 · 2026-06-25 · Sale · Disposed 200 · Balance 650 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $328.2700 to $329.2000. Row 4 · 2026-06-25 · Sale · Disposed 79 · Balance 571 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $329.6800 to $330.6400. Row 5 · 2026-06-25 · Sale · Disposed 110 · Balance 461 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $330.7800 to $331.0700. Row 6 · 2026-06-25 · Sale · Disposed 50 · Balance 411 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $331.840 to $331.8400. Row 7 · 2026-06-25 · Sale · Disposed 211 · Balance 200 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $333.0500 to $333.9000. Row 8 · 2026-06-25 · Sale · Disposed 100 · Balance 100 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $334.5100 to $335.2000. Row 9 · 2026-06-25 · Sale · Disposed 50 · Balance 50 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F9: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $338.0900 to $338.0900. Row 10 · 2026-06-25 · Sale · Disposed 50 · Balance 0 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025. F10: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $342.5100 to $342.5100. |
| Non Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $100.00 · Expires 2031-06-25 | Direct | 0 |
Reported balance
After 2026-06-25 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-06-25 · Exercise / conversion · Disposed 1,000 · Balance 0 F11: Granted under the Companys Amended and Restated 2000 Stock Option and Incentive Plan on June 25, 2021 and vest over a five year period. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 10, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $326.7200 to $327.4600.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $328.2700 to $329.2000.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $329.6800 to $330.6400.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $330.7800 to $331.0700.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $331.840 to $331.8400.
F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $333.0500 to $333.9000.
F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $334.5100 to $335.2000.
F9: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $338.0900 to $338.0900.
F10: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $342.5100 to $342.5100.
F11: Granted under the Companys Amended and Restated 2000 Stock Option and Incentive Plan on June 25, 2021 and vest over a five year 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 |
|---|---|---|---|---|---|---|
| October 22, 2025 Filed Oct 23, 2025 17:44 UTC | VICOR CORP vicr · Entity 1442 | SaleCommon Stock | 754 | $85.00 | $64,090.00 |
DisclosureSEC source: 0001866281-25-000006 · primary_doc.xml · nonDerivative · entry 6 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 875 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2024. Read SEC document |
| October 22, 2025 Filed Oct 23, 2025 17:44 UTC | VICOR CORP vicr · Entity 1442 | Exercise / conversionCommon Stock | 754 | $53.07 | $40,014.78 |
DisclosureSEC source: 0001866281-25-000006 · primary_doc.xml · nonDerivative · entry 5 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,629 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 |
| October 22, 2025 Filed Oct 23, 2025 17:44 UTC | VICOR CORP vicr · Entity 1442 | SaleCommon Stock | 1,241 | $85.00 | $105,485.00 |
DisclosureSEC source: 0001866281-25-000006 · primary_doc.xml · nonDerivative · entry 4 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 875 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2024. Read SEC document |
| October 22, 2025 Filed Oct 23, 2025 17:44 UTC | VICOR CORP vicr · Entity 1442 | Exercise / conversionCommon Stock | 1,241 | $60.61 | $75,217.01 |
DisclosureSEC source: 0001866281-25-000006 · primary_doc.xml · nonDerivative · entry 3 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,116 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 |
| October 22, 2025 Filed Oct 23, 2025 17:44 UTC | VICOR CORP vicr · Entity 1442 | SaleCommon Stock | 3,246 | $80.00 | $259,680.00 |
DisclosureSEC source: 0001866281-25-000006 · primary_doc.xml · nonDerivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 875 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2024. Read SEC document |
| October 22, 2025 Filed Oct 23, 2025 17:44 UTC | VICOR CORP vicr · Entity 1442 | Exercise / conversionCommon Stock | 3,246 | $41.61 | $135,066.06 |
DisclosureSEC source: 0001866281-25-000006 · primary_doc.xml · nonDerivative · entry 1 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,121 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 20, 2025 Filed Jun 23, 2025 16:38 UTC | VICOR CORP VICR · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 4,539 | $0.00 Strike: $44.07 | $0.00 |
DisclosureSEC source: 0001866281-25-000004 · primary_doc.xml · derivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,539 Underlying: Common Stock · 4,539 shares Expires 2035-06-20 F1 · derivative.exercise_date: Granted under the Companys Amended and Restated 2000 Stock Option and Incentive Plan on June 20, 2025 and vest over a five year period. Read SEC document |
| May 02, 2025 Filed May 5, 2025 19:57 UTC | VICOR CORP vicr · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 5,140 | $0.00 Strike: $50.00 | $0.00 |
DisclosureSEC source: 0001866281-25-000002 · primary_doc.xml · derivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,140 Underlying: Common Stock · 5,140 shares Expires not disclosed F1 · derivative.exercise_date: Granted under the Companys Amended and Restated 2000 Stock Option and Incentive Plan on May 2, 2025 and vest over a five year period. F2 · derivative.expiration_date: Options expire 2 years from each vesting date. Read SEC document |
| January 16, 2025 Filed Jan 17, 2025 17:13 UTC | VICOR CORP vicr · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 500 | $0.00 Strike: $48.38 | $0.00 |
DisclosureSEC source: 0001866281-25-000001 · primary_doc.xml · derivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 500 shares Expires 2028-01-16 F1 · derivative.exercise_date: Granted under the Companys Amended and Restated 2000 Stock Option and Incentive Plan on January 16, 2025 and vest over a (1) one year period. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 18:38 UTC | VICOR CORP vicr · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 6,081 | $0.00 Strike: $32.89 | $0.00 |
DisclosureSEC source: 0001866281-24-000001 · primary_doc.xml · derivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,081 Underlying: Common Stock · 6,081 shares Expires 2034-06-21 F1 · derivative.exercise_date: Granted under the Companys Amended and Restated 2000 Stock Option and Incentive Plan on June 21, 2024 and vest over a five year period. Read SEC document |
| June 23, 2023 Filed Jun 26, 2023 15:04 UTC | VICOR CORP vicr · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 3,769 | $0.00 Strike: $53.07 | $0.00 |
DisclosureSEC source: 0001866281-23-000002 · primary_doc.xml · derivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,769 Underlying: Common Stock · 3,769 shares Expires 2033-06-23 F1 · derivative.exercise_date: Granted under the Companys Amended and Restated 2000 Stock Option and Incentive Plan on June 23, 2023 and vest over a five year period. Read SEC document |
| May 02, 2023 Filed May 3, 2023 14:40 UTC | VICOR CORP vicr · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 16,229 | $0.00 Strike: $41.61 | $0.00 |
DisclosureSEC source: 0001866281-23-000001 · primary_doc.xml · derivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,229 Underlying: Common Stock · 16,229 shares Expires not disclosed F2 · derivative.exercise_date: Granted under the Companys Amended and Restated 2000 Stock Option and Incentive Plan on May 2, 2023 and vest over a five year period. F3 · derivative.expiration_date: Options expire 2 years from each vesting date. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 19:13 UTC | VICOR CORP VICR · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 1,657 | $0.00 Strike: $60.37 | $0.00 |
DisclosureSEC source: 0001866281-22-000002 · primary_doc.xml · derivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,657 Underlying: Common Stock · 1,657 shares Expires 2032-06-24 F1 · derivative.exercise_date: Granted under the Company's Amended and Restated 2000 Stock Option and Incentive Plan on June 24, 2022 and vest over a five year period. Read SEC document |
| April 25, 2022 Filed Apr 26, 2022 18:57 UTC | VICOR CORP vicr · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 6,204 | $0.00 Strike: $60.61 | $0.00 |
DisclosureSEC source: 0001866281-22-000001 · primary_doc.xml · derivative · entry 2 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,204 Underlying: Common Stock · 6,204 shares Expires not disclosed F2 · derivative.exercise_date: Granted under the Company's Amended and Restated 2000 Stock Option and Incentive Plan on April 25, 2022 and vest over a five year period. F3 · derivative.expiration_date: Options expire 2 years from each vesting date. Read SEC document |
| June 25, 2021 Filed Jun 28, 2021 19:01 UTC | VICOR CORP vicr · Entity 1442 | GrantNon Qualified Stock Option · Derivative | 1,000 | $0.00 Strike: $100.00 | $0.00 |
DisclosureSEC source: 0001866281-21-000002 · primary_doc.xml · derivative · entry 1 Schmidt James F · CIK 0001866281 · Director · CFO, Treasurer, Secretary. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2031-06-25 F1 · derivative.exercise_date: Granted under the Company's Amended and Restated 2000 Stock Option and Incentive Plan and vest over a five year period. 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.