Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accelerate Diagnostics, IncAXDX · Entity 78156 | Director | May 31, 2024 | June 03, 2024 |
| Orthofix Medical Inc.OFIX · Entity 1975 | Director | June 10, 2026 | June 12, 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.
Accelerate Diagnostics, Inc
Report date May 31, 2024 · Filed June 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,678 |
Reported balance
After 2024-05-31 transaction · row 1
1 source rowRow 1 · 2024-05-31 · Exercise / conversion · Acquired 839 · Balance 1,678 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,517 |
Reported balance
After 2024-05-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-31 · Exercise / conversion · Disposed 839 · Balance 2,517 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. F2: On May 31, 2022, the reporting person was granted a total of 4,195 RSUs, which vest in five equal annual installments beginning on May 31, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting.
F2: On May 31, 2022, the reporting person was granted a total of 4,195 RSUs, which vest in five equal annual installments beginning on May 31, 2023.
Orthofix Medical Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,504 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 14,965 · Balance 65,504 F1: Represents an award of deferred stock units that vest in full on the first anniversary of the grant date, subject to the reporting person's service through such date. Each deferred stock unit represents a contingent right to receive one share of common stock of the issuer. Vested deferred stock units will settle and convert into common stock within 45 days of the reporting person's termination of service with the issuer. F2: Includes 44,156 previously reported deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of deferred stock units that vest in full on the first anniversary of the grant date, subject to the reporting person's service through such date. Each deferred stock unit represents a contingent right to receive one share of common stock of the issuer. Vested deferred stock units will settle and convert into common stock within 45 days of the reporting person's termination of service with the issuer.
F2: Includes 44,156 previously reported deferred stock units.
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 10, 2026 Filed Jun 12, 2026 22:26 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 14,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269863 · ownership.xml · nonDerivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,504 F1 · shares: Represents an award of deferred stock units that vest in full on the first anniversary of the grant date, subject to the reporting person's service through such date. Each deferred stock unit represents a contingent right to receive one share of common stock of the issuer. Vested deferred stock units will settle and convert into common stock within 45 days of the reporting person's termination of service with the issuer. F2 · balance_after: Includes 44,156 previously reported deferred stock units. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 20:18 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 18,841 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-088995 · ownership.xml · nonDerivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,539 F1 · shares: Represents an award of deferred stock units that vest in full on the first anniversary of the grant date, subject to the reporting person's service through such date. Each deferred stock unit represents a contingent right to receive one share of common stock of the issuer. Vested deferred stock units will settle and convert into common stock within 45 days of the reporting person's termination of service with the issuer. F2 · balance_after: Includes 25,315 previously reported deferred stock units. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 11:02 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 15,152 | $12.87 | $195,006.24 |
DisclosureSEC source: 0000950170-24-075297 · ownership.xml · nonDerivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,698 F1 · shares: Represents an award of deferred stock units that vest in full on the first anniversary of the grant date, subject to the reporting person's service through such date. Each deferred stock unit represents a contingent right to receive one share of common stock of the issuer. Vested deferred stock units will settle and convert into common stock within 45 days of the reporting person's termination of service with the issuer. F2 · balance_after: Includes 25,315 deferred stock units. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 17:06 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | Exercise / conversionRestricted Stock Units · Derivative | 839 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-067844 · tm2416273-1_4seq1.xml · derivative · entry 2 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,517 Underlying: Common Stock · 839 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. F2 · derivative.exercise_date: On May 31, 2022, the reporting person was granted a total of 4,195 RSUs, which vest in five equal annual installments beginning on May 31, 2023. F2 · derivative.expiration_date: On May 31, 2022, the reporting person was granted a total of 4,195 RSUs, which vest in five equal annual installments beginning on May 31, 2023. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 17:06 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | Exercise / conversionCommon Stock | 839 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-067844 · tm2416273-1_4seq1.xml · nonDerivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,678 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 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. Read SEC document |
| May 20, 2024 Filed May 21, 2024 19:06 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | GrantRestricted Stock Units · Derivative | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-063973 · tm2415084-9_4seq1.xml · derivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,667 Underlying: Common Stock · 66,667 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock upon vesting. F2 · derivative.exercise_date: On May 20, 2024, the reporting person was granted a total of 66,667 RSUs, which vest on the first-year anniversary of the grant date, unless the reporting person leaves in good standing before such vesting date, in which case the RSUs will vest pro-rata based on months served. Pursuant to the issuer's Director Equity Deferral Program, the reporting person has elected to defer receipt of the shares of common stock upon vesting of the RSUs to such time that is within 30 days following the reporting person's departure from the issuer's board of directors. F2 · derivative.expiration_date: On May 20, 2024, the reporting person was granted a total of 66,667 RSUs, which vest on the first-year anniversary of the grant date, unless the reporting person leaves in good standing before such vesting date, in which case the RSUs will vest pro-rata based on months served. Pursuant to the issuer's Director Equity Deferral Program, the reporting person has elected to defer receipt of the shares of common stock upon vesting of the RSUs to such time that is within 30 days following the reporting person's departure from the issuer's board of directors. Read SEC document |
| December 18, 2023 Filed Dec 21, 2023 00:11 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 47,652 | $0.00 Strike: $13.06 | $0.00 |
DisclosureSEC source: 0001209191-23-059392 · doc4.xml · derivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,652 Underlying: Common Stock · 47,652 shares Expires 2033-12-18 F1 · derivative.exercise_date: The stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, December 18, 2023. Read SEC document |
| June 28, 2023 Filed Jun 29, 2023 18:06 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | GrantEmployee Restricted Stock Units · Derivative | 236,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-023945 · wk-form4_1688076377.xml · derivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,842 Underlying: Common Stock · 236,842 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: On June 28, 2023, the reporting person was granted RSUs which vest in equal amounts each year for 5 years, with the first installment vesting on June 28, 2024. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 19, 2023 Filed Jun 21, 2023 20:16 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 10,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038781 · doc4.xml · nonDerivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,546 F1 · price: Represents an award of deferred stock units that vest in full on the earlier of (i) June 30, 2024 or (ii) the date on which the issuer holds its 2024 annual meeting of stockholders, subject to the reporting person's service through such date. Each deferred stock unit represents a contingent right to receive one share of common stock of the issuer. Vested deferred stock units will settle and convert into common stock within 45 days of the reporting person's termination of service with the issuer. F2 · balance_after: Includes 10,163 deferred stock units. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 20:26 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | Exercise / conversionEmployee Restricted Stock Units · Derivative | 8,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-020591 · wk-form4_1685665592.xml · derivative · entry 2 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,566 Underlying: Common Stock · 8,392 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: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The restricted stock units vest equally each year for 5 years, with the first installment vesting on May 31, 2023. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The restricted stock units vest equally each year for 5 years, with the first installment vesting on May 31, 2023. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The restricted stock units vest equally each year for 5 years, with the first installment vesting on May 31, 2023. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 20:26 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | Exercise / conversionCommon Stock | 8,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-020591 · wk-form4_1685665592.xml · nonDerivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,392 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 · shares: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The restricted stock units vest equally each year for 5 years, with the first installment vesting on May 31, 2023. F1 · price: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. The restricted stock units vest equally each year for 5 years, with the first installment vesting on May 31, 2023. Read SEC document |
| May 29, 2023 Filed Jun 1, 2023 18:30 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | GrantEmployee Restricted Stock Units · Derivative | 78,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-020571 · wk-form4_1685658642.xml · derivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,947 Underlying: Common Stock · 78,947 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: On May 29, 2023, the reporting person was granted RSUs. All of the RSUs shall vest on the first-year anniversary of the Date of Grant (the "Vesting Date"), unless Grantee leaves in good standing before 12 months, in which case they will vest pro-rata based on months served. Pursuant to the issuer's Director Equity Deferral Program, the reporting person has elected to defer receipt of the shares of common stock upon vesting of the restricted stock units to such time that is within 30 days following his departure from the issuer's board of directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 20:34 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 6,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035048 · doc4.xml · nonDerivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,383 F1 · shares: Deferred stock unit award subject to deferred distribution after termination of service as a director of the Issuer, an exempt transaction, pursuant to Rule 16(b)-3(d) under the Securities Exchange Act of 1934, as amended. The award vest in full on the first anniversary of the grant date, June 6, 2022. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 16:23 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | GrantEmployee Restricted Stock Units · Derivative | 41,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016067 · wf-form4_165420142146321.xml · derivative · entry 2 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,958 Underlying: Common Stock · 41,958 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest equally each year for 5 years, with the first installment vesting on May 31, 2023. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 16:23 UTC | Accelerate Diagnostics, Inc AXDX · Entity 78156 | GrantEmployee Restricted Stock Units · Derivative | 98,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016067 · wf-form4_165420142146321.xml · derivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,101 Underlying: Common Stock · 98,101 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on May 31, 2023. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. Pursuant to the issuer's Director Equity Deferral Program, the reporting person has elected to defer receipt of the shares of common stock upon vesting of the restricted stock units to such time that is within 30 days following his departure from the issuer's board of directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| September 22, 2021 Filed Sep 29, 2021 22:18 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 22,184 | $0.00 Strike: $39.36 | $0.00 |
DisclosureSEC source: 0001209191-21-058107 · doc4.xml · derivative · entry 1 BURRIS WAYNE · CIK 0001885420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,184 Underlying: Common Stock · 22,184 shares Expires 2031-09-22 F1 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, September 22, 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.