Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NUVASIVE INCNUVA · Entity 110002 | Chief Accounting Officer | March 01, 2023 | March 03, 2023 |
| iRhythm Holdings, Inc.IRTC · Entity 1499 | Chief Accounting Officer | May 29, 2026 | June 03, 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.
NUVASIVE INC
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,579 |
Last balance in matching sequence
After 2023-03-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-03-01 · Exercise / conversion · Acquired 1,829 · Balance 12,324 F1: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Amount includes 152 shares acquired under the Issuer's employee stock purchase plan in October 2022. Row 2 · 2023-03-01 · Tax withholding · Disposed 745 · Balance 11,579 F2: Shares withheld by the Issuer to satisfy tax withholding obligations. F1: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Amount includes 152 shares acquired under the Issuer's employee stock purchase plan in October 2022. |
| RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-01 · Exercise / conversion · Disposed 1,829 · Balance 0 F3: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F4: This RSU award was granted to the Reporting Person on March 2, 2020. In accordance with the terms of the RSU award, the award vested as to 1,829 shares on March 1, 2023. |
| RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,148 |
Reported balance
After 2023-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-03-01 · Grant · Acquired 7,148 · Balance 7,148 F3: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F5: This RSU award was granted to the Reporting Person on March 1, 2023. In accordance with the terms of the RSU award, the award will vest in full on March 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Amount includes 152 shares acquired under the Issuer's employee stock purchase plan in October 2022.
F2: Shares withheld by the Issuer to satisfy tax withholding obligations.
F3: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting.
F4: This RSU award was granted to the Reporting Person on March 2, 2020. In accordance with the terms of the RSU award, the award vested as to 1,829 shares on March 1, 2023.
F5: This RSU award was granted to the Reporting Person on March 1, 2023. In accordance with the terms of the RSU award, the award will vest in full on March 1, 2026.
iRhythm Holdings, Inc.
Report date May 29, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,155 |
Ending reported balance
After 2026-06-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-29 · Grant · Acquired 178 · Balance 16,884 F1: Mr. Rosenbaum is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2016 Employee Stock Purchase Plan for the purchase period December 1, 2025 through May 31, 2026. This transaction is exempt from Section 16(b) under Rule 16b-3. Row 2 · 2026-06-02 · Sale · Disposed 729 · Balance 16,155 F2: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units (RSUs). |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Rosenbaum is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2016 Employee Stock Purchase Plan for the purchase period December 1, 2025 through May 31, 2026. This transaction is exempt from Section 16(b) under Rule 16b-3.
F2: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units (RSUs).
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 02, 2026 Filed Jun 3, 2026 20:15 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 729 | $108.19 | $78,870.00 |
DisclosureSEC source: 0001929535-26-000011 · wk-form4_1780517714.xml · nonDerivative · entry 2 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,155 F2 · shares: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units (RSUs). Read SEC document |
| May 29, 2026 Filed Jun 3, 2026 20:15 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 178 | $96.82 | $17,233.07 |
DisclosureSEC source: 0001929535-26-000011 · wk-form4_1780517714.xml · nonDerivative · entry 1 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,884 F1 · shares: Mr. Rosenbaum is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2016 Employee Stock Purchase Plan for the purchase period December 1, 2025 through May 31, 2026. This transaction is exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:34 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 417 | $128.45 | $53,564.48 |
DisclosureSEC source: 0001929535-26-000008 · wk-form4_1772580881.xml · nonDerivative · entry 2 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,706 F1 · shares: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units (RSUs). Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:34 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 399 | $128.45 | $51,250.35 |
DisclosureSEC source: 0001929535-26-000008 · wk-form4_1772580881.xml · nonDerivative · entry 1 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,123 F1 · shares: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units (RSUs). Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 22:43 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 4,797 | $135.42 | $649,604.46 |
DisclosureSEC source: 0001929535-26-000004 · wk-form4_1772145778.xml · nonDerivative · entry 2 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,014 F2 · shares: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of performance RSUs. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:39 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 2,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001929535-26-000006 · wk-form4_1772228388.xml · nonDerivative · entry 1 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,522 F1 · shares: These securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs vest on March 1, 2027 and each one-year anniversary thereafter, subject to the Reporting Person continuing as a service provider through each such date. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 00:00 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 280 | $140.91 | $39,454.80 |
DisclosureSEC source: 0001929535-26-000002 · wk-form4_1772064015.xml · nonDerivative · entry 1 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,601 F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on May 12, 2025 and modified on November 25, 2025. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 22:43 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 9,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001929535-26-000004 · wk-form4_1772145778.xml · nonDerivative · entry 1 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,811 F1 · shares: Represents the acquisition of shares upon the determination of the Compensation & Human Capital Management Committee of the Board of Directors of the Issuer that the performance conditions were met with respect to performance Restricted Stock Units ("RSUs") granted to the Reporting Person on August 11, 2023. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 23:22 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 2 | $119.55 | $239.11 |
DisclosureSEC source: 0001929535-25-000008 · wk-form4_1764717763.xml · nonDerivative · entry 1 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,881 F1 · shares: Mr. Rosenbaum is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2016 Employee Stock Purchase Plan for the purchase period June 1, 2025 through November 30, 2025. This transaction is exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 20:39 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 226 | $158.93 | $35,918.18 |
DisclosureSEC source: 0001929535-25-000006 · wk-form4_1755031145.xml · nonDerivative · entry 1 Rosenbaum Marc Wade · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,879 F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on May 12, 2025. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 20:17 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 696 | $140.21 | $97,586.16 |
DisclosureSEC source: 0001388658-25-000155 · wk-form4_1748981843.xml · nonDerivative · entry 2 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,105 F2 · shares: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:17 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 294 | $71.46 | $21,009.24 |
DisclosureSEC source: 0001388658-25-000155 · wk-form4_1748981843.xml · nonDerivative · entry 1 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,801 F1 · shares: Mr. Rosenbaum is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2016 Employee Stock Purchase Plan for the purchase period December 1, 2024 through May 31, 2025. This transaction is exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:05 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 314 | $108.77 | $34,153.78 |
DisclosureSEC source: 0001388658-25-000067 · wk-form4_1741122317.xml · nonDerivative · entry 1 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,507 F1 · shares: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:08 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 3,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001388658-25-000050 · wk-form4_1740690468.xml · nonDerivative · entry 3 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,821 F3 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs vest on March 1, 2026 and each one-year anniversary thereafter, subject to the Reporting Person continuing as a service provider through each such date. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 16:40 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | SaleCommon Stock | 510 | $88.91 | $45,344.10 |
DisclosureSEC source: 0001388658-24-000128 · wk-form4_1717605637.xml · nonDerivative · entry 1 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,174 F1 · shares: These shares were sold to cover tax withholding and remittance obligations in connection with the vesting of Restricted Stock Units. Read SEC document |
| May 31, 2024 Filed Feb 27, 2025 21:08 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | OtherCommon Stock | 280 | $74.98 | $20,994.40 |
DisclosureSEC source: 0001388658-25-000050 · wk-form4_1740690468.xml · nonDerivative · entry 2 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,680 F2 · shares: Mr. Rosenbaum is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2016 Employee Stock Purchase Plan for the purchase period December 1, 2023 through May 31, 2024. This transaction is exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:17 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | GrantCommon Stock | 3,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001388658-24-000036 · wk-form4_1709338633.xml · nonDerivative · entry 1 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,684 F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. 25% of the RSUs vest on February 28, 2025 and each one-year anniversary thereafter, subject to the Reporting Person continuing as a service provider through each such date. Read SEC document |
| November 30, 2023 Filed Feb 27, 2025 21:08 UTC | iRhythm Holdings, Inc. IRTC · Entity 1499 | OtherCommon Stock | 226 | $72.49 | $16,382.74 |
DisclosureSEC source: 0001388658-25-000050 · wk-form4_1740690468.xml · nonDerivative · entry 1 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,400 F1 · shares: Mr. Rosenbaum is voluntarily reporting the acquisition of shares of the Issuer's common stock pursuant to the Issuer's 2016 Employee Stock Purchase Plan for the purchase period June 1, 2023 through November 30, 2023. This transaction is exempt from Section 16(b) under Rule 16b-3. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:52 UTC | NUVASIVE INC NUVA · Entity 110002 | GrantRSUs · Derivative | 7,148 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015860 · doc4.xml · derivative · entry 4 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,148 Underlying: Common Stock · 7,148 shares Expires not disclosed F3 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F5 · derivative.exercise_date: This RSU award was granted to the Reporting Person on March 1, 2023. In accordance with the terms of the RSU award, the award will vest in full on March 1, 2026. F5 · derivative.expiration_date: This RSU award was granted to the Reporting Person on March 1, 2023. In accordance with the terms of the RSU award, the award will vest in full on March 1, 2026. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:52 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionRSUs · Derivative | 1,829 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015860 · doc4.xml · derivative · entry 3 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,829 shares Expires not disclosed 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 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F4 · derivative.exercise_date: This RSU award was granted to the Reporting Person on March 2, 2020. In accordance with the terms of the RSU award, the award vested as to 1,829 shares on March 1, 2023. F4 · derivative.expiration_date: This RSU award was granted to the Reporting Person on March 2, 2020. In accordance with the terms of the RSU award, the award vested as to 1,829 shares on March 1, 2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:52 UTC | NUVASIVE INC NUVA · Entity 110002 | Tax withholdingCommon Stock | 745 | $42.67 | $31,789.15 |
DisclosureSEC source: 0001209191-23-015860 · doc4.xml · nonDerivative · entry 2 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,579 F2 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations. F1 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Amount includes 152 shares acquired under the Issuer's employee stock purchase plan in October 2022. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:52 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionCommon Stock | 1,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015860 · doc4.xml · nonDerivative · entry 1 Rosenbaum Marc W. · CIK 0001929535 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,324 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 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Amount includes 152 shares acquired under the Issuer's employee stock purchase plan in October 2022. 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.