Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MERIT MEDICAL SYSTEMS INCMMSI · Entity 3858 | CHIEF LEGAL OFFICER, SECRETARY | 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.
MERIT MEDICAL SYSTEMS INC
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, No Par ValueSEC Table I · non-derivative | Direct | 60,132 |
Reported balance
After 2026-06-05 transaction · row 2
1 source rowRow 2 · 2026-06-05 · Gift · Disposed 2,000 · Balance 60,132 F1: Represents a bona fide charitable gift of shares. No consideration was received for the transaction |
| Common Stock, No Par ValueSEC Table I · non-derivative | IndirectBy 401(k) plan | 2,000 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,000 |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.71 · Expires 2027-02-26 | Direct | 16,722 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 16,722 F2: Become exercisable in equal annual installments of 25% commencing on 02/26/2021. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.25 · Expires 2028-03-19 | Direct | 9,681 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,681 F3: Become exercisable in equal annual installments of 25% commencing on 03/19/2022. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $65.03 · Expires 2029-02-28 | Direct | 8,094 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 8,094 F4: Becomes exercisable in equal annual installments of 25% commencing 02/28/2023. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $70.58 · Expires 2030-02-28 | Direct | 13,576 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 13,576 F5: Become exercisable in equal annual installments of 25% commencing on 02/28/2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a bona fide charitable gift of shares. No consideration was received for the transaction
F2: Become exercisable in equal annual installments of 25% commencing on 02/26/2021.
F3: Become exercisable in equal annual installments of 25% commencing on 03/19/2022.
F4: Becomes exercisable in equal annual installments of 25% commencing 02/28/2023.
F5: Become exercisable in equal annual installments of 25% commencing on 02/28/2024.
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 05, 2026 Filed Jun 8, 2026 18:28 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001671772-26-000006 · form4-06082026_060641.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,132 F1 · price: Represents a bona fide charitable gift of shares. No consideration was received for the transaction Read SEC document |
| May 07, 2026 Filed May 11, 2026 17:03 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | PurchaseCommon Stock, No Par Value | 2,000 | $62.63 | $125,250.00 |
DisclosureSEC source: 0001671772-26-000004 · form4-05112026_050526.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Indirect · By 401 (k) plan Disclosed balance after: 2,000 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:04 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Tax withholdingCommon Stock, No Par Value | 5,778 | $78.02 | $450,799.56 |
DisclosureSEC source: 0001671772-26-000002 · form4-03022026_070304.xml · nonDerivative · entry 4 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,132 F4 · shares: The Reporting Person surrendered 5,778 shares of common stock to the Issuer for payroll and income taxes. No shares were sold in the open market. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:04 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 17,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001671772-26-000002 · form4-03022026_070304.xml · nonDerivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,910 F3 · shares: These shares were acquired upon a determination of the Company's Compensation and Talent Development Committee that certain conditions had been met for the issuance of such shares pursuant to performance stock units that were granted on 02/28/2023. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:04 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 6,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001671772-26-000002 · form4-03022026_070304.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,908 F2 · shares: Represents a grant of RSUs. The RSUs vest in two equal installments on each of the second and the third anniversaries of the grant date, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:04 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 10,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001671772-26-000002 · form4-03022026_070304.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,499 F1 · shares: Represents a grant of restricted stock units ("RSUs"). The RSUs vest in three equal annual installments on each of the first three anniversaries of the grant date, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 15:45 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 4,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008053 · form4-03142025_030342.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,245 Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:38 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 30,000 | $0.00 Strike: $55.73 | $0.00 |
DisclosureSEC source: 0001415889-25-007268 · form4-03062025_100333.xml · derivative · entry 4 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2026-03-01 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. F2 · derivative.exercise_date: Become exercisable in equal annual installments of 20% commencing on 03/01/2020. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:38 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 30,000 | $102.90 | $3,087,000.00 |
DisclosureSEC source: 0001415889-25-007268 · form4-03062025_100333.xml · nonDerivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,945 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.92 to $103.36, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:38 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 30,000 | $55.73 | $1,671,900.00 |
DisclosureSEC source: 0001415889-25-007268 · form4-03062025_100333.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,945 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 |
| March 04, 2025 Filed Mar 6, 2025 22:38 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007268 · form4-03062025_100333.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,945 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 01:24 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 25,000 | $0.00 Strike: $44.80 | $0.00 |
DisclosureSEC source: 0001415889-25-006311 · form4-03042025_010352.xml · derivative · entry 6 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2025-03-02 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: Become exercisable in equal annual installments of 20% commencing on 03/02/2019. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 01:24 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 25,000 | $99.50 | $2,487,500.00 |
DisclosureSEC source: 0001415889-25-006311 · form4-03042025_010352.xml · nonDerivative · entry 5 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,993 F4 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.56 to $100.0525, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 01:24 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 25,000 | $44.80 | $1,120,000.00 |
DisclosureSEC source: 0001415889-25-006311 · form4-03042025_010352.xml · nonDerivative · entry 4 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,993 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 |
| February 28, 2025 Filed Mar 4, 2025 01:24 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 7,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006311 · form4-03042025_010352.xml · nonDerivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,993 F3 · shares: Represents a grant of restricted stock units ("RSUs"). The RSUs vest in three equal annual installments on each of the first three anniversaries of the grant date, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 01:24 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Tax withholdingCommon Stock, No Par Value | 4,198 | $98.50 | $413,503.00 |
DisclosureSEC source: 0001415889-25-006311 · form4-03042025_010352.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,937 F2 · shares: The Reporting Person surrendered 4,198 shares of common stock to the Issuer for payroll taxes. No shares were sold in the open market. Read SEC document |
| February 27, 2025 Filed Mar 4, 2025 01:24 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 11,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006311 · form4-03042025_010352.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,135 F1 · shares: These shares were acquired upon a determination of the Company's Compensation and Talent Development Committee that certain conditions had been met for the issuance of such shares pursuant to performance stock units that were granted on 02.28.2022. Read SEC document |
| March 14, 2024 Filed Mar 15, 2024 22:01 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008144 · form4-03152024_100329.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,602 Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:47 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Tax withholdingCommon Stock, No Par Value | 4,567 | $76.51 | $349,421.17 |
DisclosureSEC source: 0001415889-24-006977 · form4-03062024_050346.xml · nonDerivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,782 F3 · shares: Reflects shares of Common Stock surrendered by the Reporting Person to satisfy tax withholding obligations in connection with the issuance of the performance stock units. These shares were not sold in an open-market transaction. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:47 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 7,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006977 · form4-03062024_050346.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,349 F2 · shares: These shares were acquired upon a determination of the Company's Compensation and Talent Development Committee that certain conditions had been met for the issuance of such shares pursuant to performance stock units that were granted on 03.19.2021. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:47 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 7,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006977 · form4-03062024_050346.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,239 F1 · shares: Represents a grant of restricted stock units ("RSUs"). The RSUs vest in four equal annual installments on each of the first four anniversaries of the grant date, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 18:10 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 1,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004830 · form4-03142023_060302.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,920 Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 01:22 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 13,576 | $0.00 Strike: $70.58 | $0.00 |
DisclosureSEC source: 0001415889-23-003932 · form4-03032023_010332.xml · derivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,576 Underlying: Common Stock · 13,576 shares Expires 2030-02-28 F3 · derivative.exercise_date: Become exercisable in equal annual installments of 25% commencing on 02/28/2024. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 01:22 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Tax withholdingCommon Stock, No Par Value | 3,107 | $70.58 | $219,292.06 |
DisclosureSEC source: 0001415889-23-003932 · form4-03032023_010332.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,370 F2 · shares: These shares were not sold in an open-market transaction. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 01:22 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 10,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003932 · form4-03032023_010332.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,477 F1 · shares: These shares were acquired upon a determination of the Company's Compensation and Talent Development Committee that certain conditions had been met for the issuance of such shares pursuant to performance stock units that were granted on 02.26.2020 and 03.19.2021. Read SEC document |
| August 24, 2022 Filed Feb 8, 2023 23:48 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002178 · form5-02082023_110215.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,294 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:42 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 103 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001415889-22-008641 · form4-08152022_030843.xml · derivative · entry 7 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 103 shares Expires 2024-04-14 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. F2 · derivative.exercise_date: Become exercisable in equal annual installments of 20% commencing on 04/14/2018. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:42 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 93 | $62.00 | $5,766.00 |
DisclosureSEC source: 0001415889-22-008641 · form4-08152022_030843.xml · nonDerivative · entry 4 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,994 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:42 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 103 | $28.20 | $2,904.60 |
DisclosureSEC source: 0001415889-22-008641 · form4-08152022_030843.xml · nonDerivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,087 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 |
| August 11, 2022 Filed Aug 15, 2022 22:42 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 29,897 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001415889-22-008641 · form4-08152022_030843.xml · derivative · entry 6 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103 Underlying: Common Stock · 30,000 shares Expires 2024-04-14 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. F2 · derivative.exercise_date: Become exercisable in equal annual installments of 20% commencing on 04/14/2018. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 22:42 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 26,807 | $62.03 | $1,662,838.21 |
DisclosureSEC source: 0001415889-22-008641 · form4-08152022_030843.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,984 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.00 to $62.13, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 22:42 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 29,897 | $28.20 | $843,095.40 |
DisclosureSEC source: 0001415889-22-008641 · form4-08152022_030843.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,791 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 |
| March 30, 2022 Filed Aug 15, 2022 22:42 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 640 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-008641 · form4-08152022_030843.xml · nonDerivative · entry 5 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,894 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 01:13 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Tax withholdingCommon Stock, No Par Value | 1,942 | $65.03 | $126,288.26 |
DisclosureSEC source: 0001415889-22-002085 · form4-03012022_050344.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,534 Read SEC document |
| February 26, 2022 Filed Mar 2, 2022 01:13 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 8,094 | $0.00 Strike: $65.03 | $0.00 |
DisclosureSEC source: 0001415889-22-002085 · form4-03012022_050344.xml · derivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,094 Underlying: Common Stock · 8,094 shares Expires 2029-02-28 F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 25% commencing 02/28/2023. Read SEC document |
| February 26, 2022 Filed Mar 2, 2022 01:13 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 6,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-002085 · form4-03012022_050344.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,476 F1 · shares: These shares were acquired upon a determination of the Company's Compensation and Talent Development Committee and Board of Directors that certain conditions had been met for the issuance of such shares pursuant to performance stock units that were granted on 02/26/2020. Read SEC document |
| December 28, 2021 Filed Feb 14, 2022 16:27 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001253 · form5-02142022_080224.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,846 Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 23:52 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 16,364 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001415889-21-004419 · form4-09162021_040923.xml · derivative · entry 6 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 16,364 shares Expires 2024-04-14 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. F3 · derivative.exercise_date: Become exercisable in equal annual installments of 20% commencing on 04/14/2018. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 23:52 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 15,546 | $71.88 | $1,117,446.48 |
DisclosureSEC source: 0001415889-21-004419 · form4-09162021_040923.xml · nonDerivative · entry 4 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,696 F2 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.75 to $72.02, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 23:52 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 16,364 | $28.20 | $461,464.80 |
DisclosureSEC source: 0001415889-21-004419 · form4-09162021_040923.xml · nonDerivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,242 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 14, 2021 Filed Sep 16, 2021 23:52 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 3,636 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001415889-21-004419 · form4-09162021_040923.xml · derivative · entry 5 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,364 Underlying: Common Stock · 3,636 shares Expires 2024-04-14 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. F3 · derivative.exercise_date: Become exercisable in equal annual installments of 20% commencing on 04/14/2018. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 23:52 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 3,454 | $71.76 | $247,859.04 |
DisclosureSEC source: 0001415889-21-004419 · form4-09162021_040923.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,878 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.75 to $71.785, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 23:52 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 3,636 | $28.20 | $102,535.20 |
DisclosureSEC source: 0001415889-21-004419 · form4-09162021_040923.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,332 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. Read SEC document |
| May 07, 2021 Filed May 10, 2021 20:48 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $19.72 | $0.00 |
DisclosureSEC source: 0001415889-21-002388 · form4-05102021_010547.xml · derivative · entry 4 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-05-02 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. F2 · derivative.exercise_date: Become exercisable in equal annual installments of 20% commencing on 05/02/2017. Read SEC document |
| May 07, 2021 Filed May 10, 2021 20:48 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 5,000 | $64.62 | $323,100.00 |
DisclosureSEC source: 0001415889-21-002388 · form4-05102021_010547.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,039 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.51 to $65.10, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| May 07, 2021 Filed May 10, 2021 20:48 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 5,000 | $19.72 | $98,600.00 |
DisclosureSEC source: 0001415889-21-002388 · form4-05102021_010547.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,039 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 |
| April 13, 2021 Filed May 10, 2021 20:48 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GiftCommon Stock, No Par Value | 2,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-002388 · form4-05102021_010547.xml · nonDerivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,696 Read SEC document |
| March 19, 2021 Filed Mar 24, 2021 01:33 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 9,681 | $0.00 Strike: $56.25 | $0.00 |
DisclosureSEC source: 0001415889-21-001632 · form4-03232021_060314.xml · derivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,681 Underlying: Common Stock · 9,681 shares Expires 2028-03-19 F1 · derivative.exercise_date: Become exercisable in equal annual installments of 25% commencing on 03/19/2022. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 01:34 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 2,115 | $58.72 | $124,192.80 |
DisclosureSEC source: 0001415889-21-001524 · form4-03162021_060322.xml · nonDerivative · entry 3 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,039 Read SEC document |
| March 12, 2021 Filed Mar 17, 2021 01:34 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 20,000 | $0.00 Strike: $19.72 | $0.00 |
DisclosureSEC source: 0001415889-21-001524 · form4-03162021_060322.xml · derivative · entry 4 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 25,000 shares Expires 2023-05-02 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. F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 05/02/2017. 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.