Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alkermes plc.ALKS · Entity 2392 | Director | May 20, 2026 | May 23, 2026 |
| DENTSPLY SIRONA Inc.XRAY · Entity 4448 | Director | June 12, 2026 | June 15, 2026 |
| IDEXX LABORATORIES INC /DEIDXX · Entity 3057 | EVP, CFO and Treasurer | February 14, 2025 | February 19, 2025 |
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.
Alkermes plc.
Report date May 20, 2026 · Filed May 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 38,536 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Exercise / conversion · Acquired 6,142 · Balance 40,011 F1: Each restricted stock unit represents a contingent right to receive one ordinary share. Row 2 · 2026-05-21 · Tax withholding · Disposed 1,475 · Balance 38,536 |
| Non Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.98 · Expires 2036-05-20 | Direct | 11,538 |
Reported balance
After 2026-05-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-20 · Grant · Acquired 11,538 · Balance 11,538 F3: Shares subject to the award vest (and if applicable, become exercisable) in full on the earlier of the one-year anniversary of the date of grant or the date of the issuer's next annual general meeting of shareholders that occurs at least 50 weeks after the date of grant. |
| Restricted Stock Unit AwardSEC Table II · derivative / convertible security | Direct | 5,409 |
Reported balance
After 2026-05-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-20 · Grant · Acquired 5,409 · Balance 5,409 F1: Each restricted stock unit represents a contingent right to receive one ordinary share. F3: Shares subject to the award vest (and if applicable, become exercisable) in full on the earlier of the one-year anniversary of the date of grant or the date of the issuer's next annual general meeting of shareholders that occurs at least 50 weeks after the date of grant. |
| Restricted Stock Unit AwardSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-21 · Exercise / conversion · Disposed 6,142 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one ordinary share. F4: This award is fully vested in accordance with its terms. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy the Brian P. McKeon Trust | 10,000 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,000 F2: Shares are held by The Brian P. McKeon Revocable Trust, dated April 12, 2007 and amended and restated on February 8, 2019 (the "Brian P. McKeon Trust"), of which the reporting person and his wife are the trustees and members of the reporting person's immediate family are the beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one ordinary share.
F2: Shares are held by The Brian P. McKeon Revocable Trust, dated April 12, 2007 and amended and restated on February 8, 2019 (the "Brian P. McKeon Trust"), of which the reporting person and his wife are the trustees and members of the reporting person's immediate family are the beneficiaries.
F3: Shares subject to the award vest (and if applicable, become exercisable) in full on the earlier of the one-year anniversary of the date of grant or the date of the issuer's next annual general meeting of shareholders that occurs at least 50 weeks after the date of grant.
F4: This award is fully vested in accordance with its terms.
DENTSPLY SIRONA Inc.
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy a Trust | 10,000 |
Reported balance
After 2026-06-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-12 · Purchase · Acquired 10,000 · Balance 10,000 |
| Common StockSEC Table I · non-derivative | Direct | 28,887 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28,887 |
IDEXX LABORATORIES INC /DE
Report date February 14, 2025 · Filed February 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,208.5926 |
Reported balance
After 2025-02-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-14 · Exercise / conversion · Acquired 252 · Balance 31,208.5926 F1: Includes a total of 25 shares purchased under the Issuer's Employee Stock Purchase Plan on September 30, 2024 and December 31, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 31,511.5926 |
Reported balance
After 2025-02-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-02-14 · Exercise / conversion · Acquired 303 · Balance 31,511.5926 |
| Common StockSEC Table I · non-derivative | Direct | 31,819.5926 |
Reported balance
After 2025-02-14 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-02-14 · Exercise / conversion · Acquired 308 · Balance 31,819.5926 |
| Common StockSEC Table I · non-derivative | Direct | 32,118.5926 |
Reported balance
After 2025-02-14 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-02-14 · Exercise / conversion · Acquired 299 · Balance 32,118.5926 |
| Common StockSEC Table I · non-derivative | Direct | 31,549.5926 |
Reported balance
After 2025-02-14 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-02-14 · Tax withholding · Disposed 569 · Balance 31,549.5926 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-14 · Exercise / conversion · Disposed 252 · Balance 0 F2: Each RSU represents a contingent right to receive one share of Issuer common stock and vested in four annual installments, beginning February 14, 2022. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 303 |
Reported balance
After 2025-02-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-02-14 · Exercise / conversion · Disposed 303 · Balance 303 F3: Each RSU represents a contingent right to receive one share of Issuer common stock and vested in four annual installments, beginning February 14, 2023. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 615 |
Reported balance
After 2025-02-14 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-02-14 · Exercise / conversion · Disposed 308 · Balance 615 F4: Each RSU represents a contingent right to receive one share of Issuer common stock and vested in four annual installments, beginning February 14, 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 894 |
Reported balance
After 2025-02-14 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-02-14 · Exercise / conversion · Disposed 299 · Balance 894 F5: Each RSU represents a contingent right to receive one share of Issuer common stock and vested in four annual installments, beginning on February 14, 2025. |
| Common StockSEC Table I · non-derivative | Indirectby Estony McKeon Family, LLC | 18,050 |
Reported balance
Holding disclosure · report date 2025-02-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 18,050 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes a total of 25 shares purchased under the Issuer's Employee Stock Purchase Plan on September 30, 2024 and December 31, 2024.
F2: Each RSU represents a contingent right to receive one share of Issuer common stock and vested in four annual installments, beginning February 14, 2022.
F3: Each RSU represents a contingent right to receive one share of Issuer common stock and vested in four annual installments, beginning February 14, 2023.
F4: Each RSU represents a contingent right to receive one share of Issuer common stock and vested in four annual installments, beginning February 14, 2024.
F5: Each RSU represents a contingent right to receive one share of Issuer common stock and vested in four annual installments, beginning on February 14, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ATHENAHEALTH INC
Report date February 11, 2019 · Filed February 13, 2019
Section 16 reporting ended · disclosed 2019-02-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-02-11 transaction · row 1
1 source rowRow 1 · 2019-02-11 · Disposition to issuer · Disposed 2,721 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of November 11, 2018, among athenahealth, Inc. (the "Company"), May Holding Corp., and May Merger Sub Inc. (the "Merger Agreement"), on February 11, 2019, each share of athenahealth common stock, par value $0.01 ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $135.00 per share in cash (the "Merger Consideration"), subject to any required withholding taxes. F2: 1,931 of these securities represent shares of Common Stock underlying athenahealth restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on February 11, 2019, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of November 11, 2018, among athenahealth, Inc. (the "Company"), May Holding Corp., and May Merger Sub Inc. (the "Merger Agreement"), on February 11, 2019, each share of athenahealth common stock, par value $0.01 ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $135.00 per share in cash (the "Merger Consideration"), subject to any required withholding taxes.
F2: 1,931 of these securities represent shares of Common Stock underlying athenahealth restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on February 11, 2019, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| January 01, 2017 Filed Jan 4, 2017 23:00 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | Exercise / conversionCommon Stock | 2,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000505 · doc1.xml · nonDerivative · entry 1 MCKEON BRIAN P · CIK 0001219445 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,416 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 · balance_after: Includes a total of 285 shares acquired under the IDEXX Laboratories, Inc. Employee Stock Purchase Plan on March 31, 2016, June 30, 2016, September 30, 2016 and December 30, 2016. 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.