Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MERCURY SYSTEMS INCMRCY · Entity 3908 | SVP, CAO | December 19, 2023 | December 21, 2023 |
| MKS INCMKSI · Entity 110 | SVP & Chief Accounting Officer | June 05, 2026 | June 08, 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.
MERCURY SYSTEMS INC
Report date December 19, 2023 · Filed December 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,724 |
Reported balance
After 2023-12-19 transaction · row 1
1 source rowRow 1 · 2023-12-19 · Sale · Disposed 231 · Balance 32,724 F1: Represents shares sold as part of a sell-to-cover program to satisfy tax withholding obligations upon the vesting of stock awards. |
| Common StockSEC Table I · non-derivative | Indirect401K Plan | 674 |
Reported balance
Holding disclosure · report date 2023-12-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 674 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold as part of a sell-to-cover program to satisfy tax withholding obligations upon the vesting of stock awards.
MKS INC
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1.549 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Sale · Disposed 2,434 · Balance 1.549 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 5, 2026.
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 |
|---|---|---|---|---|---|---|
| August 16, 2021 Filed Aug 18, 2021 18:39 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005395 · primarydocument.xml · nonDerivative · entry 2 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,365 F2 · shares: These shares of performance-based restricted stock vest between 0% and 100% of the amount listed in the table depending on the achievement of company FY22 H1 financial objectives for the one-year period ending July 1, 2022. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 18:39 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | GrantCommon Stock | 3,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005395 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,977 F1 · shares: These shares of restricted stock vest in four equal installments beginning on August 16, 2022. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 19:23 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 801 | $65.32 | $52,317.32 |
DisclosureSEC source: 0001562180-21-004064 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,478 F1 · price: These shares were sold in a single transaction at a price of $65.315. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 18:38 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 793 | $69.32 | $54,968.22 |
DisclosureSEC source: 0001562180-21-002289 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,279 F1 · shares: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of RSAs. This sale was made to satisfy tax withholding obligations by a sell to cover transaction and does not represent a discretionary trade by the reporting person F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.77 to $69.94, inclusive. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 12:56 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 975 | $76.14 | $74,234.16 |
DisclosureSEC source: 0001562180-20-005636 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,072 F1 · price: This transaction was executed in multiple trades at prices ranging from $76.1301 USD to $76.15 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| August 19, 2020 Filed Aug 19, 2020 22:18 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 12 | $77.13 | $925.56 |
DisclosureSEC source: 0001562180-20-005559 · primarydocument.xml · nonDerivative · entry 4 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,280 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.42 to $77.33, inclusive. Read SEC document |
| August 18, 2020 Filed Aug 19, 2020 22:18 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 456 | $77.34 | $35,267.04 |
DisclosureSEC source: 0001562180-20-005559 · primarydocument.xml · nonDerivative · entry 3 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,292 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.65 to $78.22, inclusive. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 22:18 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 388 | $78.64 | $30,512.32 |
DisclosureSEC source: 0001562180-20-005559 · primarydocument.xml · nonDerivative · entry 2 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,748 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.74 to $79.88, inclusive. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 22:18 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | GrantCommon Stock | 2,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005559 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,136 F1 · shares: These shares of restricted stock vest in four equal installments beginning on August 17, 2021. Read SEC document |
| August 17, 2020 Filed Aug 20, 2020 20:47 UTC Amendment | MERCURY SYSTEMS INC MRCY · Entity 3908 | GrantCommon Stock | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005586 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,047 F1 · shares: These shares of restricted stock vest in four equal installments beginning on August 17, 2021. F2 · balance_after: This Form 4 amendment is being filed to report the award of 767 restricted shares on August 17, 2020 that was inadvertently omitted on the Form 4 filed on August 19, 2020. Read SEC document |
| May 04, 2020 Filed May 5, 2020 20:05 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 847 | $83.66 | $70,859.26 |
DisclosureSEC source: 0001562180-20-003351 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,388 Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 15:32 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | Tax withholdingCommon Stock | 747 | $70.34 | $52,543.98 |
DisclosureSEC source: 0001562180-20-002565 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,235 Read SEC document |
| August 19, 2019 Filed Aug 20, 2019 21:27 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 624 | $84.99 | $53,033.76 |
DisclosureSEC source: 0001562180-19-004409 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,982 Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 19:41 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | GrantCommon Stock | 2,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004339 · primarydocument.xml · nonDerivative · entry 3 McCarthy Michelle M · CIK 0001732461 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,606 F1 · shares: These shares of restricted stock vest in four equal installments beginning on August 15, 2020. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 19:41 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | Tax withholdingCommon Stock | 499 | $82.84 | $41,337.16 |
DisclosureSEC source: 0001562180-19-004339 · primarydocument.xml · nonDerivative · entry 2 McCarthy Michelle M · CIK 0001732461 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,774 Read SEC document |
| May 30, 2019 Filed Aug 19, 2019 19:41 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | SaleCommon Stock | 838 | $69.26 | $58,039.88 |
DisclosureSEC source: 0001562180-19-004339 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,273 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 13:13 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | Tax withholdingCommon Stock | 756 | $62.21 | $47,030.76 |
DisclosureSEC source: 0001562180-19-001930 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,111 Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 15:39 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | GrantCommon Stock | 4,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003656 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,867 F1 · shares: These shares of restricted stock vest in four equal installments beginning on August 15, 2019. Read SEC document |
| March 15, 2018 Filed Apr 2, 2018 13:10 UTC | MERCURY SYSTEMS INC MRCY · Entity 3908 | GrantCommon Stock | 6,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001753 · primarydocument.xml · nonDerivative · entry 1 McCarthy Michelle M · CIK 0001732461 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,376 F1 · shares: These shares of restricted stock vest in four equal installments beginning on March 15, 2019. 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.