Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROCEPT BioRobotics CorpPRCT · Entity 4831 | Director | June 09, 2026 | June 10, 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.
PROCEPT BioRobotics Corp
Report date June 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,791 |
Reported balance
After 2026-06-09 transaction · row 1
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 3,315 · Balance 8,791 F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.78 · Expires 2036-06-08 | Direct | 5,853 |
Reported balance
After 2026-06-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-09 · Grant · Acquired 5,853 · Balance 5,853 F2: The Stock option was granted on June 9, 2026, and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.
F2: The Stock option was granted on June 9, 2026, and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Shockwave Medical, Inc.
Report date February 05, 2024 · Filed February 07, 2024
Section 16 reporting ended · disclosed 2024-02-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,005 |
Ending reported balance
After 2024-02-05 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2024-02-05 · Tax withholding · Disposed 2,208 · Balance 25,524 Row 2 · 2024-02-05 · Tax withholding · Disposed 1,077 · Balance 24,447 Row 3 · 2024-02-05 · Tax withholding · Disposed 213 · Balance 24,234 Row 4 · 2024-02-05 · Sale · Disposed 300 · Balance 23,934 F1: All transactions reported here were effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on 09/08/2023. F2: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $229.12 to $229.34. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Row 5 · 2024-02-05 · Sale · Disposed 1,703 · Balance 22,231 F1: All transactions reported here were effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on 09/08/2023. F3: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $230.67 to $231.63. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Row 6 · 2024-02-05 · Sale · Disposed 1,226 · Balance 21,005 F1: All transactions reported here were effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on 09/08/2023. F4: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $231.70 to $232.07. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
Filing footnotes · ownership attribution and instrument terms
F1: All transactions reported here were effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on 09/08/2023.
F2: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $229.12 to $229.34. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
F3: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $230.67 to $231.63. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
F4: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $231.70 to $232.07. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
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 |
|---|---|---|---|---|---|---|
| February 14, 2020 Filed Feb 20, 2020 01:46 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | Exercise / conversionCommon Stock | 50,000 | $2.20 | $109,800.00 |
DisclosureSEC source: 0000950103-20-002992 · dp121626_4-puckett.xml · nonDerivative · entry 1 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,000 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 · kind: This exercise and all sale transactions reported here were effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on 8/8/2019. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,488 | $0.00 Strike: $4.03 | $0.00 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · derivative · entry 9 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,807 Underlying: Common Stock · 3,488 shares Expires 2028-07-19 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. F7 · derivative.exercise_date: 1/48th of the shares subject to the option shall vest monthly from 7/19/18. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,538 | $0.00 Strike: $3.42 | $0.00 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · derivative · entry 8 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,855 Underlying: Common Stock · 8,538 shares Expires 2027-08-03 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. F6 · derivative.exercise_date: 1/48th of the shares subject to the option shall vest monthly from 7/21/17. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 62,974 | $0.00 Strike: $2.20 | $0.00 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · derivative · entry 7 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,566 Underlying: Common Stock · 62,974 shares Expires 2026-05-18 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. F5 · derivative.exercise_date: Twenty-Five percent of the shares subject to the option vested on 4/15/17 and the balance of the shares shall vest in equal monthly installments thereafter for 36 months. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | SaleCommon Stock | 1,100 | $35.96 | $39,560.95 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · nonDerivative · entry 6 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F4 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $35.61 to $36.00. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | SaleCommon Stock | 43,433 | $34.94 | $1,517,414.38 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · nonDerivative · entry 5 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,100 F3 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $34.54 to $35.44. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | SaleCommon Stock | 30,467 | $34.33 | $1,045,953.44 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · nonDerivative · entry 4 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,533 F2 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $33.54 to $34.53. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | Exercise / conversionCommon Stock | 3,488 | $4.03 | $14,042.69 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · nonDerivative · entry 3 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,000 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 |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | Exercise / conversionCommon Stock | 8,538 | $3.42 | $29,165.81 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · nonDerivative · entry 2 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,512 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 |
| September 09, 2019 Filed Sep 11, 2019 00:07 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | Exercise / conversionCommon Stock | 62,974 | $2.20 | $138,290.90 |
DisclosureSEC source: 0000950103-19-012249 · dp112703_4-puckett.xml · nonDerivative · entry 1 PUCKETT DAN · CIK 0001602773 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,974 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 · kind: All transactions reported here were effected pursuant to a Rule 10b5-1 Plan adopted by the reporting person on 8/8/2019. Read SEC document |
| April 17, 2019 Filed Jul 16, 2019 21:55 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-009374 · dp109808_4-puckett.xml · nonDerivative · entry 1 PUCKETT DAN · CIK 0001602773 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 21:48 UTC | Shockwave Medical, Inc. SWAV · Entity 90374 | GrantStock Options (Right to Buy) · Derivative | 53,278 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000950103-19-003229 · dp103549_4-puckett.xml · derivative · entry 1 PUCKETT DAN · CIK 0001602773 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,278 Underlying: Common Stock · 53,278 shares Expires 2029-03-06 F1 · derivative.exercise_date: 1/48th of the options shall vest each month beginning on March 11, 2019 until 100% of the options have vested 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.