Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardiovascular Systems IncCSII · Entity 114141 | Director | August 05, 2022 | August 09, 2022 |
| Cue Health Inc.HLTH · Entity 87957 | Director | June 05, 2023 | June 07, 2023 |
| Omada Health, Inc.OMDA · Entity 2364 | Director | June 16, 2026 | June 18, 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.
Cardiovascular Systems Inc
Report date August 05, 2022 · Filed August 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,064 |
Reported balance
After 2022-08-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-05 · Grant · Acquired 9,064 · Balance 9,064 F2: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest in quarterly amounts of 2,266 shares on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,147 |
Reported balance
Holding disclosure · report date 2022-08-05 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 5,147 F1: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership. |
| Common StockSEC Table I · non-derivative | Direct | 1,447 |
Reported balance
Holding disclosure · report date 2022-08-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,447 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership.
F2: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest in quarterly amounts of 2,266 shares on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023.
Cue Health Inc.
Report date June 05, 2023 · Filed June 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,661 |
Reported balance
After 2023-06-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-05 · Grant · Acquired 63,300 · Balance 153,661 F1: Grant of restricted stock units ("RSUs") under the Issuer's 2021 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock and is scheduled to vest in full on June 5, 2024. F2: Includes 153,661 of unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units ("RSUs") under the Issuer's 2021 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock and is scheduled to vest in full on June 5, 2024.
F2: Includes 153,661 of unvested RSUs.
Omada Health, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,618 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 10,882 · Balance 20,618 F1: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will fully vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the 2027 Annual Meeting of the Issuer's stockholders, subject to continued service through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will fully vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the 2027 Annual Meeting of the Issuer's stockholders, subject to continued service through such vesting date.
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 16, 2026 Filed Jun 18, 2026 20:19 UTC | Omada Health, Inc. OMDA · Entity 2364 | GrantCommon Stock | 10,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001610717-26-000249 · form4.xml · nonDerivative · entry 1 Jain Sachin H. · CIK 0001841806 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,618 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will fully vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the 2027 Annual Meeting of the Issuer's stockholders, subject to continued service through such vesting date. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:14 UTC | Omada Health, Inc. OMDA · Entity 2364 | GrantCommon Stock | 9,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001610717-25-000179 · form4.xml · nonDerivative · entry 1 Jain Sachin H. · CIK 0001841806 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,736 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will fully vest on the first anniversary of June 5, 2025. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 23:49 UTC | Cue Health Inc. HLTH · Entity 87957 | GrantCommon Stock | 63,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001628945-23-000113 · wk-form4_1686181762.xml · nonDerivative · entry 1 Jain Sachin H. · CIK 0001841806 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,661 F1 · shares: Grant of restricted stock units ("RSUs") under the Issuer's 2021 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock and is scheduled to vest in full on June 5, 2024. F2 · balance_after: Includes 153,661 of unvested RSUs. Read SEC document |
| October 07, 2022 Filed Oct 11, 2022 22:58 UTC | Cue Health Inc. HLTH · Entity 87957 | GrantCommon Stock | 90,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001628945-22-000159 · wf-form4_166552911504708.xml · nonDerivative · entry 1 Jain Sachin H. · CIK 0001841806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,361 F1 · shares: The reported shares are represented by restricted stock units, or RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs vest over three years with 34% of the RSUs vesting on October 7, 2023 and the remainder vesting in two equal annual installments thereafter. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 16:12 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantRestricted Stock Units · Derivative | 9,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-019604 · rdgdoc.xml · derivative · entry 3 Jain Sachin H. · CIK 0001841806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,064 Underlying: Common Stock · 9,064 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest in quarterly amounts of 2,266 shares on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023. F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest in quarterly amounts of 2,266 shares on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023. F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest in quarterly amounts of 2,266 shares on each of September 30, 2022, December 31, 2022, March 31, 2023 and June 30, 2023. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 19:23 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantRestricted Stock Units · Derivative | 3,814 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-21-000251 · edgar.xml · derivative · entry 3 Jain Sachin H. · CIK 0001841806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,814 Underlying: Common Stock · 3,814 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest in quarterly amounts of 954 shares on each of September 30, 2021 and December 31, 2021 and as to 953 shares on each of March 31, 2022 and June 30, 2022. F3 · derivative.exercise_date: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest in quarterly amounts of 954 shares on each of September 30, 2021 and December 31, 2021 and as to 953 shares on each of March 31, 2022 and June 30, 2022. F3 · derivative.expiration_date: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest in quarterly amounts of 954 shares on each of September 30, 2021 and December 31, 2021 and as to 953 shares on each of March 31, 2022 and June 30, 2022. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 19:23 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 1,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-21-000251 · edgar.xml · nonDerivative · entry 1 Jain Sachin H. · CIK 0001841806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,447 F1 · shares: Represents restricted stock received at the election of the reporting person, in lieu of cash payment, as a retainer for service as a director of the Company during fiscal year 2022. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 18:28 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantRestricted Stock Units · Derivative | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-21-000024 · edgar.xml · derivative · entry 1 Jain Sachin H. · CIK 0001841806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,333 Underlying: Common Stock · 1,333 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest as to 667 shares on March 31, 2021 and as to 666 shares on June 30, 2021. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest as to 667 shares on March 31, 2021 and as to 666 shares on June 30, 2021. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive a payment from the Company equal in value to the market price per share of Company common stock on the date of payment and shall be payable in cash or shares of Company common stock beginning six months following the termination of the reporting person's board membership; provided, however, that the restricted stock units vest as to 667 shares on March 31, 2021 and as to 666 shares on June 30, 2021. 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.