Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DEXCOM INCDXCM · Entity 3114 | EVP, Chief Commercial Officer | June 03, 2026 | June 05, 2026 |
| MASIMO CORPMASI · Entity 39014 | Pres-WW OEM & Global Health | February 26, 2021 | March 02, 2021 |
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.
DEXCOM INC
Report date June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,361 |
Reported balance
After 2026-06-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-03 · Sale · Disposed 4,912 · Balance 100,361 F1: On March 4, 2026, Mr. Coleman adopted a 10b5-1 Plan. This 10b5-1 Plan allows the orderly disposition of shares owned by Mr. Coleman. The shares set forth above were sold pursuant to the 10b5- 1 Plan. |
| Common StockSEC Table I · non-derivative | Direct | 95,450 |
Reported balance
After 2026-06-04 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-06-04 · Sale · Disposed 4,911 · Balance 95,450 F1: On March 4, 2026, Mr. Coleman adopted a 10b5-1 Plan. This 10b5-1 Plan allows the orderly disposition of shares owned by Mr. Coleman. The shares set forth above were sold pursuant to the 10b5- 1 Plan. F2: Included in this number are 95,450 unvested restricted stock units, 43,897 of which were granted on March 8, 2026 and shall vest through March 8, 2029, and 51,553 of which were granted on May 22, 2025 and shall vest through May 22, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 4, 2026, Mr. Coleman adopted a 10b5-1 Plan. This 10b5-1 Plan allows the orderly disposition of shares owned by Mr. Coleman. The shares set forth above were sold pursuant to the 10b5- 1 Plan.
F2: Included in this number are 95,450 unvested restricted stock units, 43,897 of which were granted on March 8, 2026 and shall vest through March 8, 2029, and 51,553 of which were granted on May 22, 2025 and shall vest through May 22, 2029.
MASIMO CORP
Report date February 26, 2021 · Filed March 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $250.73 · Expires 2031-02-26 | Direct | 2,637 |
Reported balance
After 2021-02-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-02-26 · Grant · Acquired 2,637 · Balance 2,637 F1: This option was granted on February 26, 2021 and is exercisable as the option vests. The option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: This option was granted on February 26, 2021 and is exercisable as the option vests. The option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| January 20, 2017 Filed Jan 23, 2017 21:33 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 100 | $24.68 Strike: $24.68 | $2,468.00 |
DisclosureSEC source: 0000937556-17-000021 · wf-form4_148520720994063.xml · derivative · entry 6 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,103 Underlying: Common Stock · 100 shares Expires 2019-08-17 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: This option was granted on August 17, 2009 and is exercisable as the option vests. This option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary date. Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 21:33 UTC | MASIMO CORP MASI · Entity 39014 | SaleCommon Stock | 100 | $72.50 | $7,250.00 |
DisclosureSEC source: 0000937556-17-000021 · wf-form4_148520720994063.xml · nonDerivative · entry 4 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,182 F1 · kind: The shares covered by this Form 4 were sold pursuant to a Rule 10b5-1 Sales Plan dated as of December 7, 2016, which is intended to comply with Rule 10b5-1 promulgated under the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 21:33 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionCommon Stock | 100 | $24.68 | $2,468.00 |
DisclosureSEC source: 0000937556-17-000021 · wf-form4_148520720994063.xml · nonDerivative · entry 3 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,282 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 |
| January 19, 2017 Filed Jan 23, 2017 21:33 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 100 | $24.68 Strike: $24.68 | $2,468.00 |
DisclosureSEC source: 0000937556-17-000021 · wf-form4_148520720994063.xml · derivative · entry 5 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,203 Underlying: Common Stock · 100 shares Expires 2019-08-17 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: This option was granted on August 17, 2009 and is exercisable as the option vests. This option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary date. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 21:33 UTC | MASIMO CORP MASI · Entity 39014 | SaleCommon Stock | 100 | $72.50 | $7,250.00 |
DisclosureSEC source: 0000937556-17-000021 · wf-form4_148520720994063.xml · nonDerivative · entry 2 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,182 F1 · kind: The shares covered by this Form 4 were sold pursuant to a Rule 10b5-1 Sales Plan dated as of December 7, 2016, which is intended to comply with Rule 10b5-1 promulgated under the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 21:33 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionCommon Stock | 100 | $24.68 | $2,468.00 |
DisclosureSEC source: 0000937556-17-000021 · wf-form4_148520720994063.xml · nonDerivative · entry 1 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,282 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 |
| January 10, 2017 Filed Jan 12, 2017 21:28 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $24.68 | $0.00 |
DisclosureSEC source: 0000937556-17-000010 · wf-form4_148425649517984.xml · derivative · entry 3 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,303 Underlying: Common Stock · 6,000 shares Expires 2019-08-17 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: This option was granted on August 17, 2009 and is exercisable as the option vests. This option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary date. Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 21:28 UTC | MASIMO CORP MASI · Entity 39014 | SaleCommon Stock | 6,000 | $70.00 | $420,000.00 |
DisclosureSEC source: 0000937556-17-000010 · wf-form4_148425649517984.xml · nonDerivative · entry 2 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,182 F1 · kind: The shares covered by this Form 4 were sold pursuant to a Rule 10b5-1 Sales Plan dated as of December 7, 2016, which is intended to comply with Rule 10b5-1 promulgated under the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 21:28 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionCommon Stock | 6,000 | $24.68 | $148,080.00 |
DisclosureSEC source: 0000937556-17-000010 · wf-form4_148425649517984.xml · nonDerivative · entry 1 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,182 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 |
| January 03, 2017 Filed Jan 5, 2017 22:22 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 6,697 | $0.00 Strike: $24.68 | $0.00 |
DisclosureSEC source: 0000937556-17-000004 · wf-form4_148365494188370.xml · derivative · entry 2 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,303 Underlying: Common Stock · 6,697 shares Expires 2019-08-17 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 · derivative.exercise_date: This option was granted on August 17, 2009 and is exercisable as the option vests. This option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary date. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:22 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionCommon Stock | 6,697 | $24.68 | $165,281.96 |
DisclosureSEC source: 0000937556-17-000004 · wf-form4_148365494188370.xml · nonDerivative · entry 1 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,182 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 |
| December 31, 2016 Filed Feb 14, 2017 21:24 UTC | MASIMO CORP MASI · Entity 39014 | OtherCommon Stock | 19 | $46.89 | $890.91 |
DisclosureSEC source: 0000937556-17-000042 · wf-form5_148710741333951.xml · nonDerivative · entry 1 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 504 F1 · ownership.nature: Between January 4, 2016 and December 30, 2016, Mr. Coleman acquired 19 shares of Masimo Corporation common stock at an average price of $46.89. All of these acquisitions were made under the Masimo Retirement Savings Plan. The information in this report is based on a plan statement dated December 31, 2016. Read SEC document |
| December 21, 2016 Filed Dec 21, 2016 22:01 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $24.68 | $0.00 |
DisclosureSEC source: 0000937556-16-000438 · wf-form4_148235765028900.xml · derivative · entry 3 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Common Stock · 4,000 shares Expires 2019-08-17 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: This option was granted on August 17, 2009 and is exercisable as the option vests. This option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary date. Read SEC document |
| December 21, 2016 Filed Dec 21, 2016 22:01 UTC | MASIMO CORP MASI · Entity 39014 | SaleCommon Stock | 4,000 | $67.50 | $270,000.00 |
DisclosureSEC source: 0000937556-16-000438 · wf-form4_148235765028900.xml · nonDerivative · entry 2 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459 F1 · kind: The shares covered by this Form 4 were sold pursuant to a Rule 10b5-1 Sales Plan dated as of December 7, 2016, which is intended to comply with Rule 10b5-1 promulgated under the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 21, 2016 Filed Dec 21, 2016 22:01 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionCommon Stock | 4,000 | $24.68 | $98,720.00 |
DisclosureSEC source: 0000937556-16-000438 · wf-form4_148235765028900.xml · nonDerivative · entry 1 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,459 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 |
| November 07, 2016 Filed Nov 9, 2016 21:18 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0000937556-16-000409 · wf-form4_147872630736774.xml · derivative · entry 3 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2021-10-27 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. F2 · derivative.exercise_date: This option was granted on October 27, 2011 and is exercisable as the option vests. This option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary of the grant date. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 21:18 UTC | MASIMO CORP MASI · Entity 39014 | SaleCommon Stock | 6,000 | $60.00 | $360,000.00 |
DisclosureSEC source: 0000937556-16-000409 · wf-form4_147872630736774.xml · nonDerivative · entry 2 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459 F1 · kind: The shares covered by this Form 4 were sold pursuant to a Rule 10b5-1 Sales Plan dated as of June 10, 2016, which is intended to comply with Rule 10b5-1 promulgated under the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 21:18 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionCommon Stock | 6,000 | $20.19 | $121,140.00 |
DisclosureSEC source: 0000937556-16-000409 · wf-form4_147872630736774.xml · nonDerivative · entry 1 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,459 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 07, 2016 Filed Sep 8, 2016 20:17 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 5,700 | $0.00 Strike: $28.03 | $0.00 |
DisclosureSEC source: 0000937556-16-000353 · wf-form4_147336582399403.xml · derivative · entry 6 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 5,700 shares Expires 2024-02-18 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.expiration_date: This option was granted on February 18, 2014 and is exercisable as the option vests. This option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary of the grant date. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 20:17 UTC | MASIMO CORP MASI · Entity 39014 | SaleCommon Stock | 5,700 | $60.00 | $342,000.00 |
DisclosureSEC source: 0000937556-16-000353 · wf-form4_147336582399403.xml · nonDerivative · entry 4 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459 F1 · kind: The shares covered by this Form 4 were sold pursuant to a Rule 10b5-1 Sales Plan dated as of June 10, 2016, which is intended to comply with Rule 10b5-1 promulgated under the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 20:17 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionCommon Stock | 5,700 | $28.03 | $159,771.00 |
DisclosureSEC source: 0000937556-16-000353 · wf-form4_147336582399403.xml · nonDerivative · entry 3 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,159 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 06, 2016 Filed Sep 8, 2016 20:17 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 300 | $0.00 Strike: $28.03 | $0.00 |
DisclosureSEC source: 0000937556-16-000353 · wf-form4_147336582399403.xml · derivative · entry 5 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,700 Underlying: Common Stock · 300 shares Expires 2024-02-18 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.expiration_date: This option was granted on February 18, 2014 and is exercisable as the option vests. This option vests over a five year period, with 20% of the shares subject to the option vesting on each anniversary of the grant date. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:17 UTC | MASIMO CORP MASI · Entity 39014 | SaleCommon Stock | 300 | $60.00 | $18,000.00 |
DisclosureSEC source: 0000937556-16-000353 · wf-form4_147336582399403.xml · nonDerivative · entry 2 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459 F1 · kind: The shares covered by this Form 4 were sold pursuant to a Rule 10b5-1 Sales Plan dated as of June 10, 2016, which is intended to comply with Rule 10b5-1 promulgated under the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:17 UTC | MASIMO CORP MASI · Entity 39014 | Exercise / conversionCommon Stock | 300 | $28.03 | $8,409.00 |
DisclosureSEC source: 0000937556-16-000353 · wf-form4_147336582399403.xml · nonDerivative · entry 1 Coleman Jon · CIK 0001442689 · Pres-WW Sales,Pro Svc,Med Affs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.