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 |
| iRhythm Holdings, Inc.IRTC · Entity 1499 | Director | March 04, 2022 | March 08, 2022 |
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 | 104,966 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 28,081 · Balance 104,966 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.
iRhythm Holdings, Inc.
Report date March 04, 2022 · Filed March 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 250,422 |
Reported balance
After 2022-03-04 transaction · row 1
1 source rowRow 1 · 2022-03-04 · Sale · Disposed 6,815 · Balance 250,422 F1: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of restricted stock units. F2: This transaction was executed in multiple trades at prices ranging from $132.67 to $132.91 per share. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of restricted stock units.
F2: This transaction was executed in multiple trades at prices ranging from $132.67 to $132.91 per share. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| July 10, 2017 Filed Jul 12, 2017 15:35 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 110,000 | $0.00 Strike: $4.12 | $0.00 |
DisclosureSEC source: 0000899243-17-018208 · doc4.xml · derivative · entry 5 King Kevin M · CIK 0001385014 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,813 Underlying: Common Stock · 110,000 shares Expires 2022-09-27 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 · date: 100,290 shares were exercised on July 10, 2017 and 9,710 shares were exercised on July 11, 2017. Read SEC document |
| July 10, 2017 Filed Jul 12, 2017 15:35 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 100,290 | $42.06 | $4,218,197.40 |
DisclosureSEC source: 0000899243-17-018208 · doc4.xml · nonDerivative · entry 2 King Kevin M · CIK 0001385014 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,042 F1 · kind: The option exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2017. F3 · price: This transaction was executed in multiple trades at prices ranging from $41.80 to $42.40. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: Includes 1,042 shares acquired under the IRTC stock purchase plan on June 1, 2017. Read SEC document |
| July 10, 2017 Filed Jul 12, 2017 15:35 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | Exercise / conversionCommon Stock | 100,290 | $4.12 | $413,194.80 |
DisclosureSEC source: 0000899243-17-018208 · doc4.xml · nonDerivative · entry 1 King Kevin M · CIK 0001385014 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,332 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: The option exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2017. F2 · balance_after: Includes 1,042 shares acquired under the IRTC stock purchase plan on June 1, 2017. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 16:55 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantEmployee Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $35.25 | $0.00 |
DisclosureSEC source: 0000899243-17-004549 · doc4.xml · derivative · entry 2 King Kevin M · CIK 0001385014 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2027-02-16 F1 · derivative.exercise_date: The option vests and the shares become exercisable according to the following schedule: 1/4 on March 1, 2018 and 1/36 of the remaining shares on each full calendar month thereafter. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 16:55 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-004549 · doc4.xml · nonDerivative · entry 1 King Kevin M · CIK 0001385014 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 F2 · shares: The reported securities are represented by restricted stock units ("RSUs"), which represents a contingent right to receive one share of IRTC common stock. The RSUs vest in four equal annual installments beginning on March 1, 2018. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 11:19 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantEmployee Stock Option (right to buy) · Derivative | 81,595 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-16-032126 · doc4.xml · derivative · entry 1 King Kevin M · CIK 0001385014 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,595 Underlying: Common Stock · 81,595 shares Expires 2026-09-21 F1 · derivative.exercise_date: The option vests and the shares become exercisable according to the following schedule: 1/4 on September 21, 2017 and 1/36 of the remaining shares on each full calendar month thereafter. 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.