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 |
|---|---|---|---|---|---|---|
| March 12, 2021 Filed Mar 17, 2021 01:34 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 12,303 | $59.50 | $732,028.50 |
DisclosureSEC source: 0001415889-21-001524 · form4-03162021_060322.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,154 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 $59.50 to $59.58, 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 12, 2021 Filed Mar 17, 2021 01:34 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 20,000 | $19.72 | $394,400.00 |
DisclosureSEC source: 0001415889-21-001524 · form4-03162021_060322.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,457 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 26, 2021 Filed Mar 2, 2021 23:26 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Tax withholdingCommon Stock, No Par Value | 972 | $55.72 | $54,159.84 |
DisclosureSEC source: 0001415889-21-001173 · form4-03022021_030301.xml · nonDerivative · entry 2 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,457 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:26 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 3,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001173 · form4-03022021_030301.xml · nonDerivative · entry 1 Lloyd Brian G. · CIK 0001671772 · CHIEF LEGAL OFFICER, SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,429 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 February 26, 2020. Read SEC document |
| February 26, 2020 Filed Feb 29, 2020 02:29 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantPerformance Stock Units · Derivative | 7,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-027394 · a4.xml · derivative · entry 7 Lloyd Brian G. · CIK 0001671772 · Chief Legal Officer, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,955 Underlying: Common Stock · 7,955 shares Expires 2023-03-15 F7 · derivative.exercise_price: Each performance share unit represents the Company's commitment to issue one share of Merit Medical Systems, Inc. common stock, subject to achievement of performance criteria. F8 · shares: On February 26, 2020, the reporting person was awarded a target number of performance share units ("PSUs") pursuant to a Performance Stock Unit Award Agreement by and between the Reporting Person and the Issuer. The actual number of PSUs to be awarded to the Reporting Person will be based upon the Issuer's free cash flow measured against its 2020 financial plan over one, two and three-year periods ending December 31, 2020, 2021 and 2022, respectively, and subject to the Reporting Person's continued employment with the Issuer and the conditions set forth in the Stock Unit Award Agreement. F9 · derivative.exercise_date: If earned by the Reporting Person, the PSUs will be awarded not later than March 15 of the year following the Issuer's achievement of the target level of free cash flow, subject to conditions set forth in the Performance Stock Unit Award Agreement. F9 · derivative.expiration_date: If earned by the Reporting Person, the PSUs will be awarded not later than March 15 of the year following the Issuer's achievement of the target level of free cash flow, subject to conditions set forth in the Performance Stock Unit Award Agreement. Read SEC document |
| February 26, 2020 Filed Feb 29, 2020 02:29 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 16,722 | $0.00 Strike: $37.71 | $0.00 |
DisclosureSEC source: 0001104659-20-027394 · a4.xml · derivative · entry 6 Lloyd Brian G. · CIK 0001671772 · Chief Legal Officer, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,722 Underlying: Common Stock · 16,722 shares Expires 2027-02-26 F6 · derivative.exercise_date: Becomes exercisable in equal annual installments of 25% commencing on 02/26/2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:51 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 30,000 | $0.00 Strike: $55.73 | $0.00 |
DisclosureSEC source: 0000856982-19-000026 · wf-form4_155182985438927.xml · derivative · entry 5 Lloyd Brian G. · CIK 0001671772 · Chief Legal Officer, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2026-03-01 F5 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 03/01/2020. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:27 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 25,000 | $0.00 Strike: $44.80 | $0.00 |
DisclosureSEC source: 0001179110-18-003699 · edgar.xml · derivative · entry 4 Lloyd Brian G. · CIK 0001671772 · Chief Legal Officer, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2025-03-02 F4 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 03/02/2019. Read SEC document |
| April 14, 2017 Filed Apr 18, 2017 23:10 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 50,000 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001179110-17-006050 · edgar.xml · derivative · entry 2 Lloyd Brian G. · CIK 0001671772 · Chief Legal Officer, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2024-04-14 F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 20% commencing on 04/14/2018. 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.