Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inogen IncINGN · Entity 2083 | Director | June 05, 2026 | June 09, 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.
Inogen Inc
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,081 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 28,081 · Balance 43,081 F1: The reported shares were acquired pursuant to a restricted stock unit award. Subject to the reporting person's continued service, the restricted stock unit award shall vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were acquired pursuant to a restricted stock unit award. Subject to the reporting person's continued service, the restricted stock unit award shall vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZimVie Inc.
Report date October 20, 2025 · Filed October 20, 2025
Section 16 reporting ended · disclosed 2025-10-20. 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 2025-10-20 transaction · row 1
1 source rowRow 1 · 2025-10-20 · Disposition to issuer · Disposed 389,152 · Balance 0 F1: Includes 1,682 shares of common stock, par value $0.01 per share ("Common Stock") acquired under the ZimVie Inc. Employee Stock Purchase Plan on May 30, 2025. F2: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 20, 2025, by and among the Issuer, Zamboni Parent Inc., a Delaware corporation ("Parent") and Zamboni MergerCo Inc., a Delaware corporation and wholly owned subsidiary of Parent ("MergerCo"), pursuant to which, on October 20, 2025 (the "Effective Time"), MergerCo merged with and into the Issuer, with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. At the Effective Time, each share of the Issuer's Common Stock, reported on this Form 4 was converted into the right to receive $19.00 in cash (the "Merger Consideration"), without interest and subject to any required tax withholding, upon the terms and subject to the conditions of the Merger Agreement. From and after the Effective Time, all such shares of Common Stock were no longer outstanding and were automatically canceled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-10-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-20 · Disposition to issuer · Disposed 786,541 · Balance 0 F3: At the Effective Time, each restricted stock unit with respect to Common Stock (each, a "Restricted Stock Unit"), outstanding immediately prior to the Effective Time vested in full (to the extent then-unvested), and was canceled and converted into the right to receive cash, without interest and subject to applicable tax withholding and deductions, in an amount equal to the product, rounded to the nearest cent, of (i) the number of shares of Common Stock subject to such Restricted Stock Unit immediately prior to the Effective Time and (ii) the Merger Consideration. Each Restricted Stock Unit represented a contingent right to receive one share of Common Stock. F4: As required by the terms of the Merger Agreement, the Issuer accelerated the vesting of all of the outstanding and unvested equity awards held by Mr. Jamali, as of immediately prior to the Effective Time, contingent upon the closing of the transactions contemplated by the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,682 shares of common stock, par value $0.01 per share ("Common Stock") acquired under the ZimVie Inc. Employee Stock Purchase Plan on May 30, 2025.
F2: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 20, 2025, by and among the Issuer, Zamboni Parent Inc., a Delaware corporation ("Parent") and Zamboni MergerCo Inc., a Delaware corporation and wholly owned subsidiary of Parent ("MergerCo"), pursuant to which, on October 20, 2025 (the "Effective Time"), MergerCo merged with and into the Issuer, with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. At the Effective Time, each share of the Issuer's Common Stock, reported on this Form 4 was converted into the right to receive $19.00 in cash (the "Merger Consideration"), without interest and subject to any required tax withholding, upon the terms and subject to the conditions of the Merger Agreement. From and after the Effective Time, all such shares of Common Stock were no longer outstanding and were automatically canceled.
F3: At the Effective Time, each restricted stock unit with respect to Common Stock (each, a "Restricted Stock Unit"), outstanding immediately prior to the Effective Time vested in full (to the extent then-unvested), and was canceled and converted into the right to receive cash, without interest and subject to applicable tax withholding and deductions, in an amount equal to the product, rounded to the nearest cent, of (i) the number of shares of Common Stock subject to such Restricted Stock Unit immediately prior to the Effective Time and (ii) the Merger Consideration. Each Restricted Stock Unit represented a contingent right to receive one share of Common Stock.
F4: As required by the terms of the Merger Agreement, the Issuer accelerated the vesting of all of the outstanding and unvested equity awards held by Mr. Jamali, as of immediately prior to the Effective Time, contingent upon the closing of the transactions contemplated by the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| May 10, 2022 Filed May 10, 2022 17:28 UTC | ZimVie Inc. ZIMV · Entity 74112 | PurchaseCommon Stock | 10,000 | $20.04 | $200,432.00 |
DisclosureSEC source: 0001062993-22-012010 · form4.xml · nonDerivative · entry 1 Jamali Vafa · CIK 0001908985 · Director · See remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,030 F1 · price: Reflects the weighted average price of 10,000 shares of common stock of ZimVie Inc. purchased in multiple transactions on May 10, 2022 with purchase prices ranging from $19.92 to $20.05 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:23 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantEmployee Stock Option (Right to Buy) · Derivative | 123,661 | $0.00 Strike: $23.44 | $0.00 |
DisclosureSEC source: 0001062993-22-009744 · form4.xml · derivative · entry 3 Jamali Vafa · CIK 0001908985 · Director · See remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,661 Underlying: Common Stock · 123,661 shares Expires 2032-04-01 F3 · derivative.exercise_date: Vests annually in thirds each year over three years, commencing on April 1, 2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:23 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantRestricted Stock Units · Derivative | 63,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009744 · form4.xml · derivative · entry 2 Jamali Vafa · CIK 0001908985 · Director · See remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,994 Underlying: Common Stock · 63,994 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ZimVie Inc. common stock. F3 · derivative.exercise_date: Vests annually in thirds each year over three years, commencing on April 1, 2023. F3 · derivative.expiration_date: Vests annually in thirds each year over three years, commencing on April 1, 2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:23 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantRestricted Stock Units · Derivative | 127,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009744 · form4.xml · derivative · entry 1 Jamali Vafa · CIK 0001908985 · Director · See remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,987 Underlying: Common Stock · 127,987 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ZimVie Inc. common stock. F2 · derivative.exercise_date: Vests in full on April 1, 2025. F2 · derivative.expiration_date: Vests in full on April 1, 2025. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 17:49 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantEmployee Stock Option (right to buy) · Derivative | 122,851 | $0.00 Strike: $24.02 | $0.00 |
DisclosureSEC source: 0001062993-22-007666 · form4.xml · derivative · entry 2 Jamali Vafa · CIK 0001908985 · Director · See remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,851 Underlying: Common Stock · 122,851 shares Expires 2032-03-10 F2 · derivative.exercise_date: Vests annually in thirds each year over three years, commencing on March 10, 2023. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 17:49 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantRestricted Stock Units · Derivative | 62,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007666 · form4.xml · derivative · entry 1 Jamali Vafa · CIK 0001908985 · Director · See remarks below. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,448 Underlying: Common Stock · 62,448 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ZimVie Inc. common stock. F2 · derivative.exercise_date: Vests annually in thirds each year over three years, commencing on March 10, 2023. F2 · derivative.expiration_date: Vests annually in thirds each year over three years, commencing on March 10, 2023. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 16:04 UTC | ZimVie Inc. ZIMV · Entity 74112 | Tax withholdingCommon Stock | 3,960 | $23.11 | $91,515.60 |
DisclosureSEC source: 0001062993-22-007306 · form4.xml · nonDerivative · entry 1 Jamali Vafa · CIK 0001908985 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,030 F1 · shares: Represents shares withheld by ZimVie Inc. to satisfy tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 7, 2022 19:11 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantStock Option (right to buy) · Derivative | 200,276 | Not disclosed Strike: $32.42 | Not disclosed |
DisclosureSEC source: 0000899243-22-009760 · doc4.xml · derivative · entry 4 Jamali Vafa · CIK 0001908985 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,276 Underlying: Common Stock · 200,276 shares Expires 2031-03-01 F1 · date: On March 1, 2022, Zimmer Biomet Holdings, Inc. ("Zimmer Biomet") completed a pro rata spinoff distribution (the "Distribution") of shares of ZimVie Inc. ("ZimVie") common stock, par value $ 0.01 per share ("ZimVie Common Stock") to the holders of record of Zimmer Biomet common stock, par value $ 0.01 per share ("Zimmer Biomet Common Stock") on February 15, 2022. In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of March 1, 2022, between Zimmer Biomet and ZimVie (the "EMA"), all outstanding equity awards with respect to Zimmer Biomet Common Stock held by the Reporting Person were equitably adjusted and converted into equity awards with respect to ZimVie Common Stock, with such equitable adjustments determined based on (i) the volume weighted average trading price of Zimmer Biomet Common Stock on February 28, 2022 and (ii) the volume weighted average trading price of ZimVie common stock on March 1 through March 3, 2022. F5 · shares: Represents the grant of stock options to purchase ZimVie Common Stock upon the conversion of stock options to purchase Zimmer Biomet Common Stock in accordance with the terms of the EMA. F5 · price: Represents the grant of stock options to purchase ZimVie Common Stock upon the conversion of stock options to purchase Zimmer Biomet Common Stock in accordance with the terms of the EMA. F7 · derivative.exercise_date: This option vests ratably in four annual installments on the first four anniversaries of the grant date, March 1, 2021. Read SEC document |
| March 01, 2022 Filed Mar 7, 2022 19:11 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantStock Option (right to buy) · Derivative | 172,206 | Not disclosed Strike: $32.26 | Not disclosed |
DisclosureSEC source: 0000899243-22-009760 · doc4.xml · derivative · entry 3 Jamali Vafa · CIK 0001908985 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,206 Underlying: Common Stock · 172,206 shares Expires 2031-02-25 F1 · date: On March 1, 2022, Zimmer Biomet Holdings, Inc. ("Zimmer Biomet") completed a pro rata spinoff distribution (the "Distribution") of shares of ZimVie Inc. ("ZimVie") common stock, par value $ 0.01 per share ("ZimVie Common Stock") to the holders of record of Zimmer Biomet common stock, par value $ 0.01 per share ("Zimmer Biomet Common Stock") on February 15, 2022. In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of March 1, 2022, between Zimmer Biomet and ZimVie (the "EMA"), all outstanding equity awards with respect to Zimmer Biomet Common Stock held by the Reporting Person were equitably adjusted and converted into equity awards with respect to ZimVie Common Stock, with such equitable adjustments determined based on (i) the volume weighted average trading price of Zimmer Biomet Common Stock on February 28, 2022 and (ii) the volume weighted average trading price of ZimVie common stock on March 1 through March 3, 2022. F5 · shares: Represents the grant of stock options to purchase ZimVie Common Stock upon the conversion of stock options to purchase Zimmer Biomet Common Stock in accordance with the terms of the EMA. F5 · price: Represents the grant of stock options to purchase ZimVie Common Stock upon the conversion of stock options to purchase Zimmer Biomet Common Stock in accordance with the terms of the EMA. F6 · derivative.exercise_date: This option vests ratably in four annual installments on the first four anniversaries of the grant date, February 25, 2021. Read SEC document |
| March 01, 2022 Filed Mar 7, 2022 19:11 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantCommon Stock | 54,789 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-009760 · doc4.xml · nonDerivative · entry 2 Jamali Vafa · CIK 0001908985 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,990 F1 · kind: On March 1, 2022, Zimmer Biomet Holdings, Inc. ("Zimmer Biomet") completed a pro rata spinoff distribution (the "Distribution") of shares of ZimVie Inc. ("ZimVie") common stock, par value $ 0.01 per share ("ZimVie Common Stock") to the holders of record of Zimmer Biomet common stock, par value $ 0.01 per share ("Zimmer Biomet Common Stock") on February 15, 2022. In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of March 1, 2022, between Zimmer Biomet and ZimVie (the "EMA"), all outstanding equity awards with respect to Zimmer Biomet Common Stock held by the Reporting Person were equitably adjusted and converted into equity awards with respect to ZimVie Common Stock, with such equitable adjustments determined based on (i) the volume weighted average trading price of Zimmer Biomet Common Stock on February 28, 2022 and (ii) the volume weighted average trading price of ZimVie common stock on March 1 through March 3, 2022. F4 · price: Represents the grant of ZimVie RSUs upon the conversion of restricted stock units with respect to Zimmer Biomet Common Stock held by the Reporting Person as of March 1, 2022 in accordance with the terms of the EMA. The ZimVie RSUs vest ratably in four annual installments on the first four anniversaries of the grant date, March 1, 2021. 13,700 shares of ZimVie Common Stock included in this award vested on March 1, 2022. F3 · balance_after: Reflects 15 shares of ZimVie Common Stock received in the Distribution in respect of shares of Zimmer Biomet Common Stock held by the Reporting Person as of the record date for the Distribution. Read SEC document |
| March 01, 2022 Filed Mar 7, 2022 19:11 UTC | ZimVie Inc. ZIMV · Entity 74112 | GrantCommon Stock | 39,186 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-009760 · doc4.xml · nonDerivative · entry 1 Jamali Vafa · CIK 0001908985 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,201 F1 · kind: On March 1, 2022, Zimmer Biomet Holdings, Inc. ("Zimmer Biomet") completed a pro rata spinoff distribution (the "Distribution") of shares of ZimVie Inc. ("ZimVie") common stock, par value $ 0.01 per share ("ZimVie Common Stock") to the holders of record of Zimmer Biomet common stock, par value $ 0.01 per share ("Zimmer Biomet Common Stock") on February 15, 2022. In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of March 1, 2022, between Zimmer Biomet and ZimVie (the "EMA"), all outstanding equity awards with respect to Zimmer Biomet Common Stock held by the Reporting Person were equitably adjusted and converted into equity awards with respect to ZimVie Common Stock, with such equitable adjustments determined based on (i) the volume weighted average trading price of Zimmer Biomet Common Stock on February 28, 2022 and (ii) the volume weighted average trading price of ZimVie common stock on March 1 through March 3, 2022. F2 · price: Represents the grant of restricted stock units with respect to ZimVie Common Stock ("ZimVie RSUs") upon the conversion of performance-based restricted stock units with respect to Zimmer Biomet Common Stock held by the Reporting Person as of March 1, 2022 in accordance with the terms of the EMA. The ZimVie RSUs vest on February 25, 2024. F3 · balance_after: Reflects 15 shares of ZimVie Common Stock received in the Distribution in respect of shares of Zimmer Biomet Common Stock held by the Reporting Person as of the record date for the Distribution. 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.