Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCENDRA HEALTH INC/VA/OMI · Entity 6858 | Director | June 28, 2019 | July 02, 2019 |
| DYNATRONICS CORPDYNT · Entity 73792 | 10% owner | October 30, 2025 | October 30, 2025 |
| IDEXX LABORATORIES INC /DEIDXX · Entity 3057 | Director | May 12, 2026 | May 14, 2026 |
| INTEGRA LIFESCIENCES HOLDINGS CORPIART · Entity 2707 | Director · President and CEO | June 01, 2026 | June 03, 2026 |
| Orthofix Medical Inc.OFIX · Entity 1975 | Director | January 05, 2023 | February 09, 2023 |
| PIPER SANDLER COMPANIESPIPR · Entity 3863 | Director | May 20, 2026 | May 21, 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.
ACCENDRA HEALTH INC/VA/
Report date June 28, 2019 · Filed July 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 60,853 |
Reported balance
After 2019-06-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-06-28 · Grant · Acquired 48 · Balance 60,853 F1: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2: Shares acquired through quarterly dividend reinvestment transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d).
F2: Shares acquired through quarterly dividend reinvestment transaction.
DYNATRONICS CORP
Report date October 30, 2025 · Filed October 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,533,824 |
Reported balance
After 2025-10-30 transaction · row 1
1 source rowRow 1 · 2025-10-30 · Other · Acquired 13,405 · Balance 4,533,824 F1: $0.0585 per share, payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. This form reflects additional shares to correct an underpayments reported on 10/1/25. |
| Common StockSEC Table I · non-derivative | IndirectFamily Trust | 891,112 |
Reported balance
After 2025-10-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-10-30 · Other · Acquired 2,690 · Balance 891,112 F1: $0.0585 per share, payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. This form reflects additional shares to correct an underpayments reported on 10/1/25. |
Filing footnotes · ownership attribution and instrument terms
F1: $0.0585 per share, payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. This form reflects additional shares to correct an underpayments reported on 10/1/25.
IDEXX LABORATORIES INC /DE
Report date May 12, 2026 · Filed May 14, 2026
| 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 $533.92 · Expires 2036-05-11 | Direct | 525 |
Reported balance
After 2026-05-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 525 · Balance 525 F1: Grant of option to buy shares of Issuer common stock that vest in one installment on the one year anniversary of the date of grant or on the date of the 2027 annual meeting of shareholders, whichever event is earlier. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 234 |
Reported balance
After 2026-05-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-12 · Grant · Acquired 234 · Balance 234 F2: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. These restricted stock units vest in one installment on the one year anniversary of the date of grant or on the date of the 2027 annual meeting of shareholders, whichever event is earlier. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of option to buy shares of Issuer common stock that vest in one installment on the one year anniversary of the date of grant or on the date of the 2027 annual meeting of shareholders, whichever event is earlier.
F2: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. These restricted stock units vest in one installment on the one year anniversary of the date of grant or on the date of the 2027 annual meeting of shareholders, whichever event is earlier.
INTEGRA LIFESCIENCES HOLDINGS CORP
Report date June 01, 2026 · Filed June 03, 2026
| 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 $15.67 · Expires 2034-06-01 | Direct | 705,468 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 705,468 · Balance 705,468 F1: This award consists of (x) 482,976 stock options granted pursuant to the equity award provisions of the Reporting Person's employment agreement with the Issuer (the "Employment Agreement"), and (y) 222,492 stock options granted at the discretion of the Compensation Committee of the Issuer's Board of Directors (the "Compensation Committee"). All stock options reported in this row were granted under the Integra LifeSciences Holdings Corporation Fifth Amended and Restated 2003 Equity Incentive Plan, as amended (the "Plan") and will vest as to one-third of such stock options on the first anniversary of 5/1/2026 and thereafter in monthly installments through the following twenty-four months, in each case subject to the Reporting Person's continued service through the applicable vesting dates. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 365,297 |
Reported balance
After 2026-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-01 · Grant · Acquired 365,297 · Balance 365,297 F2: Grant of restricted stock units ("RSUs") pursuant to the Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock. F3: This award consists of (x) 255,265 RSUs granted pursuant to the equity award provisions of the Employment Agreement, and (y) 110,032 RSUs granted at the discretion of the Compensation Committee. All RSUs reported in this row were granted under the Plan and will vest as to one-third of the shares on the first anniversary of 5/1/2026 and thereafter in monthly installments through the following twenty-four months, in each case subject to the Reporting Person's continued service through the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: This award consists of (x) 482,976 stock options granted pursuant to the equity award provisions of the Reporting Person's employment agreement with the Issuer (the "Employment Agreement"), and (y) 222,492 stock options granted at the discretion of the Compensation Committee of the Issuer's Board of Directors (the "Compensation Committee"). All stock options reported in this row were granted under the Integra LifeSciences Holdings Corporation Fifth Amended and Restated 2003 Equity Incentive Plan, as amended (the "Plan") and will vest as to one-third of such stock options on the first anniversary of 5/1/2026 and thereafter in monthly installments through the following twenty-four months, in each case subject to the Reporting Person's continued service through the applicable vesting dates.
F2: Grant of restricted stock units ("RSUs") pursuant to the Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock.
F3: This award consists of (x) 255,265 RSUs granted pursuant to the equity award provisions of the Employment Agreement, and (y) 110,032 RSUs granted at the discretion of the Compensation Committee. All RSUs reported in this row were granted under the Plan and will vest as to one-third of the shares on the first anniversary of 5/1/2026 and thereafter in monthly installments through the following twenty-four months, in each case subject to the Reporting Person's continued service through the applicable vesting dates.
Orthofix Medical Inc.
Report date January 05, 2023 · Filed February 09, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 205,966 |
Reported balance
After 2023-01-05 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-01-05 · Grant · Acquired 14,354 · Balance 205,966 F1: Deferred stock unit award subject to deferred distribution after termination of service as a director of the Issuer, an exempt transaction, pursuant to Rule 16(b)-3(d) under the Securities Exchange Act of 1934, as amended. The award vests in full on the earlier of (i) June 30, 2024 or (ii) the date that the Company holds its 2024 annual meeting of stockholders. F2: This amendment is being made to correct the vesting date and the number of Deferred Stock Units awarded to the reporting person on January 5, 2023. F3: Includes 14,354 deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock unit award subject to deferred distribution after termination of service as a director of the Issuer, an exempt transaction, pursuant to Rule 16(b)-3(d) under the Securities Exchange Act of 1934, as amended. The award vests in full on the earlier of (i) June 30, 2024 or (ii) the date that the Company holds its 2024 annual meeting of stockholders.
F2: This amendment is being made to correct the vesting date and the number of Deferred Stock Units awarded to the reporting person on January 5, 2023.
F3: Includes 14,354 deferred stock units.
PIPER SANDLER COMPANIES
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,575 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,875 · Balance 2,575 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ST JUDE MEDICAL, LLC
Report date January 04, 2017 · Filed January 06, 2017
Section 16 reporting ended · disclosed 2017-01-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-01-04 transaction · row 1
1 source rowRow 1 · 2017-01-04 · Disposition to issuer · Disposed 48,777 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated April 27, 2016, by and among Abbott Laboratories ("Abbott"), the Issuer, Vault Merger Sub, Inc. and Vault Merger Sub, LLC (the "Merger Agreement"), each share of Issuer Common Stock was cancelled in exchange for $46.75 in cash and 0.8708 of a share of Abbott Common Stock (the "Merger Consideration"), less any applicable withholding taxes, and provided that cash is payable in respect of any fractional shares of Abbott stock. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.45 · Expires 2017-05-08 | Direct | 0 |
Reported balance
After 2017-01-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-01-04 · Disposition to issuer · Disposed 10,000 · Balance 0 F2: Pursuant to the Merger Agreement, each option that was fully vested and exercisable immediately prior to the mergers contemplated by the Merger Agreement (the "Mergers"), was deemed exercised pursuant to a cashless exercise and settled by issuance of a number of shares of Issuer Common Stock ("Net Exercise Shares") equal to the excess (rounded down to the nearest whole share, but with any partial shares otherwise issuable settled in cash) of (i) the number of shares of Issuer Common Stock subject to such option immediately prior to the Mergers over (ii) the number of whole and partial (computed to the nearest four decimal places) shares of Issuer Common Stock with a Fair Market Value equal to the aggregate exercise price of such option. Each Net Exercise Share was then canceled and converted into the right to receive the Merger Consideration, less any applicable withholding taxes. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.45 · Expires 2017-05-08 | Direct | 0 |
Reported balance
After 2017-01-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-01-04 · Disposition to issuer · Disposed 2,250 · Balance 0 F2: Pursuant to the Merger Agreement, each option that was fully vested and exercisable immediately prior to the mergers contemplated by the Merger Agreement (the "Mergers"), was deemed exercised pursuant to a cashless exercise and settled by issuance of a number of shares of Issuer Common Stock ("Net Exercise Shares") equal to the excess (rounded down to the nearest whole share, but with any partial shares otherwise issuable settled in cash) of (i) the number of shares of Issuer Common Stock subject to such option immediately prior to the Mergers over (ii) the number of whole and partial (computed to the nearest four decimal places) shares of Issuer Common Stock with a Fair Market Value equal to the aggregate exercise price of such option. Each Net Exercise Share was then canceled and converted into the right to receive the Merger Consideration, less any applicable withholding taxes. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.15 · Expires 2018-05-07 | Direct | 0 |
Reported balance
After 2017-01-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-01-04 · Disposition to issuer · Disposed 10,000 · Balance 0 F2: Pursuant to the Merger Agreement, each option that was fully vested and exercisable immediately prior to the mergers contemplated by the Merger Agreement (the "Mergers"), was deemed exercised pursuant to a cashless exercise and settled by issuance of a number of shares of Issuer Common Stock ("Net Exercise Shares") equal to the excess (rounded down to the nearest whole share, but with any partial shares otherwise issuable settled in cash) of (i) the number of shares of Issuer Common Stock subject to such option immediately prior to the Mergers over (ii) the number of whole and partial (computed to the nearest four decimal places) shares of Issuer Common Stock with a Fair Market Value equal to the aggregate exercise price of such option. Each Net Exercise Share was then canceled and converted into the right to receive the Merger Consideration, less any applicable withholding taxes. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.15 · Expires 2018-05-07 | Direct | 0 |
Reported balance
After 2017-01-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-01-04 · Disposition to issuer · Disposed 600 · Balance 0 F2: Pursuant to the Merger Agreement, each option that was fully vested and exercisable immediately prior to the mergers contemplated by the Merger Agreement (the "Mergers"), was deemed exercised pursuant to a cashless exercise and settled by issuance of a number of shares of Issuer Common Stock ("Net Exercise Shares") equal to the excess (rounded down to the nearest whole share, but with any partial shares otherwise issuable settled in cash) of (i) the number of shares of Issuer Common Stock subject to such option immediately prior to the Mergers over (ii) the number of whole and partial (computed to the nearest four decimal places) shares of Issuer Common Stock with a Fair Market Value equal to the aggregate exercise price of such option. Each Net Exercise Share was then canceled and converted into the right to receive the Merger Consideration, less any applicable withholding taxes. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.17 · Expires 2019-05-12 | Direct | 0 |
Reported balance
After 2017-01-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-01-04 · Disposition to issuer · Disposed 9,700 · Balance 0 F2: Pursuant to the Merger Agreement, each option that was fully vested and exercisable immediately prior to the mergers contemplated by the Merger Agreement (the "Mergers"), was deemed exercised pursuant to a cashless exercise and settled by issuance of a number of shares of Issuer Common Stock ("Net Exercise Shares") equal to the excess (rounded down to the nearest whole share, but with any partial shares otherwise issuable settled in cash) of (i) the number of shares of Issuer Common Stock subject to such option immediately prior to the Mergers over (ii) the number of whole and partial (computed to the nearest four decimal places) shares of Issuer Common Stock with a Fair Market Value equal to the aggregate exercise price of such option. Each Net Exercise Share was then canceled and converted into the right to receive the Merger Consideration, less any applicable withholding taxes. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.51 · Expires 2020-05-03 | Direct | 0 |
Reported balance
After 2017-01-04 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-01-04 · Disposition to issuer · Disposed 10,000 · Balance 0 F2: Pursuant to the Merger Agreement, each option that was fully vested and exercisable immediately prior to the mergers contemplated by the Merger Agreement (the "Mergers"), was deemed exercised pursuant to a cashless exercise and settled by issuance of a number of shares of Issuer Common Stock ("Net Exercise Shares") equal to the excess (rounded down to the nearest whole share, but with any partial shares otherwise issuable settled in cash) of (i) the number of shares of Issuer Common Stock subject to such option immediately prior to the Mergers over (ii) the number of whole and partial (computed to the nearest four decimal places) shares of Issuer Common Stock with a Fair Market Value equal to the aggregate exercise price of such option. Each Net Exercise Share was then canceled and converted into the right to receive the Merger Consideration, less any applicable withholding taxes. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.51 · Expires 2020-05-03 | Direct | 0 |
Reported balance
After 2017-01-04 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-01-04 · Disposition to issuer · Disposed 5,400 · Balance 0 F2: Pursuant to the Merger Agreement, each option that was fully vested and exercisable immediately prior to the mergers contemplated by the Merger Agreement (the "Mergers"), was deemed exercised pursuant to a cashless exercise and settled by issuance of a number of shares of Issuer Common Stock ("Net Exercise Shares") equal to the excess (rounded down to the nearest whole share, but with any partial shares otherwise issuable settled in cash) of (i) the number of shares of Issuer Common Stock subject to such option immediately prior to the Mergers over (ii) the number of whole and partial (computed to the nearest four decimal places) shares of Issuer Common Stock with a Fair Market Value equal to the aggregate exercise price of such option. Each Net Exercise Share was then canceled and converted into the right to receive the Merger Consideration, less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated April 27, 2016, by and among Abbott Laboratories ("Abbott"), the Issuer, Vault Merger Sub, Inc. and Vault Merger Sub, LLC (the "Merger Agreement"), each share of Issuer Common Stock was cancelled in exchange for $46.75 in cash and 0.8708 of a share of Abbott Common Stock (the "Merger Consideration"), less any applicable withholding taxes, and provided that cash is payable in respect of any fractional shares of Abbott stock.
F2: Pursuant to the Merger Agreement, each option that was fully vested and exercisable immediately prior to the mergers contemplated by the Merger Agreement (the "Mergers"), was deemed exercised pursuant to a cashless exercise and settled by issuance of a number of shares of Issuer Common Stock ("Net Exercise Shares") equal to the excess (rounded down to the nearest whole share, but with any partial shares otherwise issuable settled in cash) of (i) the number of shares of Issuer Common Stock subject to such option immediately prior to the Mergers over (ii) the number of whole and partial (computed to the nearest four decimal places) shares of Issuer Common Stock with a Fair Market Value equal to the aggregate exercise price of such option. Each Net Exercise Share was then canceled and converted into the right to receive the Merger Consideration, less any applicable withholding taxes.
SeaSpine Holdings Corp
Report date January 05, 2023 · Filed January 10, 2023
Section 16 reporting ended · disclosed 2023-01-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 1
1 source rowRow 1 · 2023-01-05 · Disposition to issuer · Disposed 460,275 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger by and among the issuer, SeaSpine Holdings Corporation, which became effective on January 5, 2023, in exchange for 191,612 Orthofix Medical Inc. ("Orthofix") ordinary shares having a market value of $22.76 per share at the effective time of the merger. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.68 · Expires 2025-08-01 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-05 · Disposition to issuer · Disposed 98,198 · Balance 0 F3: This option was assumed by Orthofix in the merger and replaced with an option to purchase 40,879 shares of Orthofix at a price of $37.67 per share. F2: The option vests as to 25% of the underlying shares on November 1, 2015 and the remaining 75% in three equal quarterly installments thereafter. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.18 · Expires 2026-01-01 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-05 · Disposition to issuer · Disposed 6,944 · Balance 0 F5: This option was assumed by Orthofix in the merger and replaced with an option to purchase 2,890 shares of Orthofix at a price of $41.27 per share. F4: The option vests as to 50% of the underlying shares on February 1, 2016 and as to 25% of the underlying shares on each of May 1, 2016 and August 1, 2016. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.99 · Expires 2026-06-07 | Direct | 0 |
Reported balance
After 2023-01-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-05 · Disposition to issuer · Disposed 25,056 · Balance 0 F7: This option was assumed by Orthofix in the merger and replaced with an option to purchase 10,430 shares of Orthofix at a price of $24.00 per share. F6: The option vests in four equal installments on each of September 7, 2016, December 7, 2016, March 7, 2017 and June 7, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger by and among the issuer, SeaSpine Holdings Corporation, which became effective on January 5, 2023, in exchange for 191,612 Orthofix Medical Inc. ("Orthofix") ordinary shares having a market value of $22.76 per share at the effective time of the merger.
F2: The option vests as to 25% of the underlying shares on November 1, 2015 and the remaining 75% in three equal quarterly installments thereafter.
F3: This option was assumed by Orthofix in the merger and replaced with an option to purchase 40,879 shares of Orthofix at a price of $37.67 per share.
F4: The option vests as to 50% of the underlying shares on February 1, 2016 and as to 25% of the underlying shares on each of May 1, 2016 and August 1, 2016.
F5: This option was assumed by Orthofix in the merger and replaced with an option to purchase 2,890 shares of Orthofix at a price of $41.27 per share.
F6: The option vests in four equal installments on each of September 7, 2016, December 7, 2016, March 7, 2017 and June 7, 2017.
F7: This option was assumed by Orthofix in the merger and replaced with an option to purchase 10,430 shares of Orthofix at a price of $24.00 per share.
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 29, 2021 Filed Feb 3, 2021 22:00 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantCommon Stock | 42 | $478.68 | $20,104.56 |
DisclosureSEC source: 0001567619-21-002132 · doc1.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 993 F1 · shares: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the "Plan") in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($20,000.00) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock one year following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan. Read SEC document |
| January 06, 2021 Filed Jan 12, 2021 12:08 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-21-000327 · section16.xml · nonDerivative · entry 3 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 95,601 F2 · price: Shares issues as compensation for services as a director of the Issuer, valued at $.87. Read SEC document |
| January 06, 2021 Filed Jan 12, 2021 12:08 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon stock | 15,186 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-21-000327 · section16.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Family trust Disclosed balance after: 178,248 F1 · price: Payment of quarterly dividends on *% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| January 06, 2021 Filed Jan 12, 2021 12:08 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon stock | 75,661 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-21-000327 · section16.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,453,791 F1 · price: Payment of quarterly dividends on *% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 21:06 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | GrantCommon Stock | 1,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001637761-21-000006 · wf-form4_160979439125397.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,689 F1 · shares: This restricted stock award was issued to the Reporting Person pursuant to his election under the issuer's director compensation program to receive such award in lieu of a portion of the cash retainer the Reporting Person is entitled to receive in his capacity as a non-employee director of the issuer. The restricted stock award vests immediately on the date of grant. The number of shares was calculated by dividing the portion of the retainer the Reporting Person elected not to receive in cash by the closing price of the issuer's common stock on the last trading day of the quarter. Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 22:01 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantCommon Stock | 47 | $424.82 | $19,966.54 |
DisclosureSEC source: 0001567619-20-018548 · doc1.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 951 F1 · shares: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the "Plan") in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($20,000.00) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock one year following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan. Read SEC document |
| October 02, 2020 Filed Oct 13, 2020 06:24 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 18,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-010998 · section16.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 163,062 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| October 02, 2020 Filed Oct 13, 2020 06:24 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 91,341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-010998 · section16.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,378,130 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 23:50 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | GrantCommon Stock | 1,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001637761-20-000130 · wf-form4_160159623809573.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 434,400 F1 · shares: This restricted stock award was issued to the Reporting Person pursuant to his election under the issuer's director compensation program to receive such award in lieu of a portion of the cash retainer the Reporting Person is entitled to receive in his capacity as a non-employee director of the issuer. The restricted stock award vests immediately on the date of grant. The number of shares was calculated by dividing the portion of the retainer the Reporting Person elected not to receive in cash by the closing price of the issuer's common stock on the last trading day of the quarter. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 21:02 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantCommon Stock | 42 | $371.10 | $15,586.20 |
DisclosureSEC source: 0001567619-20-014060 · doc1.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904 F1 · shares: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the "Plan") in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($15,869.57) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock one year following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 18:55 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 19,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-007523 · section16.xml · nonDerivative · entry 3 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 90,601 F2 · price: Shares issues as compensation to Spouse for services as a director of the Issuer, valued at $0.88 F2 · balance_after: Shares issues as compensation to Spouse for services as a director of the Issuer, valued at $0.88 Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 18:55 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 13,772 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-007523 · section16.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 144,729 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. F1 · balance_after: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 18:55 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 68,618 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-007523 · section16.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,286,789 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:06 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | GrantCommon Stock | 2,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001637761-20-000088 · wf-form4_159372035387188.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,827 F1 · shares: This restricted stock award was issued to the Reporting Person pursuant to his election under the issuer's director compensation program to receive such award in lieu of a portion of the cash retainer the Reporting Person is entitled to receive in his capacity as a non-employee director of the issuer. The restricted stock award vests immediately on the date of grant. The number of shares was calculated by dividing the portion of the retainer the Reporting Person elected not to receive in cash by the closing price of the issuer's common stock on the last trading day of the quarter. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:40 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | GrantCommon Stock | 8,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001637761-20-000071 · wf-form4_159140040786812.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,679 F1 · shares: The restricted stock award vests in full on June 3, 2021, subject to the Reporting Person not experiencing a termination of service prior to such date. In addition, if the Reporting Person stands for reelection to the board of directors of SeaSpine Holdings Corporation ("SeaSpine") at an annual meeting of stockholders but is not reelected to the board at such annual meeting, the award will vest in full on the date of such annual meeting. Read SEC document |
| May 28, 2020 Filed May 28, 2020 20:07 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | SaleCommon Stock | 11,626 | $52.40 | $609,222.16 |
DisclosureSEC source: 0001209191-20-032572 · doc4.xml · nonDerivative · entry 3 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 923,706 F3 · price: The price shown above represents the weighted average price of the shares sold. The range of sale prices was $52.00 to $52.71. Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:07 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | SaleCommon Stock | 89,479 | $52.13 | $4,664,629.75 |
DisclosureSEC source: 0001209191-20-032572 · doc4.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935,332 F2 · price: The price shown above represents the weighted average price of the shares sold. The range of sale prices was $52.00 to $52.62. Read SEC document |
| May 26, 2020 Filed May 28, 2020 20:07 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | SaleCommon Stock | 46,807 | $52.08 | $2,437,722.60 |
DisclosureSEC source: 0001209191-20-032572 · doc4.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024,811 F1 · price: The price shown above represents the weighted average price of the shares sold. The range of sale prices was $52.00 to $52.38. Read SEC document |
| May 13, 2020 Filed May 14, 2020 20:21 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 5,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029190 · doc4.xml · nonDerivative · entry 3 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071,618 Read SEC document |
| May 13, 2020 Filed May 14, 2020 20:21 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029190 · doc4.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066,451 Read SEC document |
| May 12, 2020 Filed May 14, 2020 20:21 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | SaleCommon Stock | 2,087 | $52.07 | $108,679.06 |
DisclosureSEC source: 0001209191-20-029190 · doc4.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,065,660 F1 · price: The price shown above represents the weighted average price of the shares sold. The range of sale prices was $51.80 to $52.155. F2 · balance_after: On September 26, 2019, in accordance with the provisions of Grantor Retained Annuity Trust (the "GRAT"), 29,170 shares were distributed from the GRAT to the reporting person. F3 · balance_after: On July 18, 2019, 750,000 shares were transferred to a GRAT. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:01 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantNon-Qualified Stock Option (right-to-buy) · Derivative | 1,279 | Not disclosed Strike: $283.59 | Not disclosed |
DisclosureSEC source: 0001567619-20-009374 · doc1.xml · derivative · entry 2 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279 Underlying: Common Stock · 1,279 shares Expires 2030-05-05 F3 · price: Not applicable. F2 · derivative.exercise_date: Grant of option to buy shares of IDEXX Laboratories, Inc. common stock that vest in one installment on the one year anniversary of the date of grant or on the date of the 2021 annual meeting of shareholders, whichever event is earlier. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:01 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantDeferred Stock Unit · Derivative | 370 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-009374 · doc1.xml · derivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,261 Underlying: Common Stock · 370 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. Deferred stock units vest in one installment on the one year anniversary of the date of grant or on the date of the 2021 annual meeting of shareholders, whichever event is earlier, and are payable as common stock one year following the Director's resignation from the Board of Directors. F3 · price: Not applicable. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. Deferred stock units vest in one installment on the one year anniversary of the date of grant or on the date of the 2021 annual meeting of shareholders, whichever event is earlier, and are payable as common stock one year following the Director's resignation from the Board of Directors. F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. Deferred stock units vest in one installment on the one year anniversary of the date of grant or on the date of the 2021 annual meeting of shareholders, whichever event is earlier, and are payable as common stock one year following the Director's resignation from the Board of Directors. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 18:17 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 12,938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-003743 · section16.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 130,957 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 18:17 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 64,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-003743 · section16.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,218,171 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 22:04 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantCommon Stock | 70 | $283.73 | $19,861.10 |
DisclosureSEC source: 0001567619-20-001947 · doc1.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862 F1 · shares: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the "Plan") in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($20,000.00) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock one year following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 18:43 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 20,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-000190 · section16.xml · nonDerivative · entry 3 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 71,396 F2 · price: Shares issues as compensation to Spouse for services as a director of the Issuer, valued at $0.8301 F2 · balance_after: Shares issues as compensation to Spouse for services as a director of the Issuer, valued at $0.8301 Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 18:43 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 16,117 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-000190 · section16.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 118,019 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. F1 · balance_after: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| January 06, 2020 Filed Jan 7, 2020 18:43 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 80,297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-20-000190 · section16.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153,707 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| October 30, 2019 Filed Oct 31, 2019 22:59 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantCommon Stock | 73 | $273.85 | $19,991.05 |
DisclosureSEC source: 0001567619-19-020252 · doc1.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792 F1 · shares: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the "Plan") in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($20,000.00) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock one year following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan. Read SEC document |
| October 11, 2019 Filed May 14, 2020 20:21 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GiftCommon Stock | 214,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029190 · doc4.xml · nonDerivative · entry 6 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F4 · kind: On October 11, 2019, 214,553 shares, which were indirectly beneficially owned by the reporting person through a GRAT, were transferred by such GRAT to the Stuart M. Essig 2010 Remainder Trust. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:10 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 10,930 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-19-011439 · section16.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 101,902 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. F2 · ownership.direct: 51,338 shares of Common Stock held Indirectly by Spouse. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:10 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon Stock | 54,457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-19-011439 · section16.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,073,410 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 21:03 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantCommon Stock | 70 | $286.05 | $20,023.50 |
DisclosureSEC source: 0001567619-19-015621 · doc1.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719 F1 · shares: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the "Plan") in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($20,000.00) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock one year following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan. Read SEC document |
| July 03, 2019 Filed Jul 3, 2019 17:06 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon stock | 8,347 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-19-007952 · section16.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Family trust Disclosed balance after: 90,972 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. F1 · balance_after: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. F2 · ownership.direct: 36,495 shares of Common Stock held Indirectly by Spouse. Read SEC document |
| July 03, 2019 Filed Jul 3, 2019 17:06 UTC | DYNATRONICS CORP DYNT · Entity 73792 | PurchaseCommon stock | 41,586 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001654954-19-007952 · section16.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,018,953 F1 · price: Payment of quarterly dividends on 8% Preferred Stock in shares of common stock valued at 90% of 10-day average closing bid price. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:12 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 48 | $3.20 | $153.60 |
DisclosureSEC source: 0000075252-19-000099 · edgar.xml · derivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,853 Underlying: Common Stock · 48 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2 · shares: Shares acquired through quarterly dividend reinvestment transaction. F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 21:02 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 11,405 | $2.74 | $31,249.70 |
DisclosureSEC source: 0000075252-19-000094 · edgar.xml · derivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,805 Underlying: Common Stock · 11,405 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| May 29, 2019 Filed May 31, 2019 20:14 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | GrantCommon Stock | 7,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001637761-19-000080 · wf-form4_155933367876311.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,191 F1 · shares: The restricted stock award vests in full on May 29, 2020, subject to the Reporting Person not experiencing a termination of service prior to such date. In addition, if the Reporting Person stands for reelection to the board of directors of SeaSpine Holdings Corporation ("SeaSpine") at an annual meeting of stockholders but is not reelected to the board at such annual meeting, the award will vest in full on the date of such annual meeting. Read SEC document |
| May 17, 2019 Filed May 21, 2019 01:28 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 1,723 | $3.59 | $6,185.57 |
DisclosureSEC source: 0000075252-19-000090 · edgar.xml · derivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,400 Underlying: Common Stock · 1,723 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2 · shares: Shares acquired through dividend reinvestment transaction. F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| May 16, 2019 Filed May 20, 2019 22:21 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 4,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031516 · doc4.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,788,577 F1 · balance_after: On September 13, 2018, in accordance with the provisions of his Grantor Retained Annuity Trust (the "GRAT"), 179,347 shares were distributed from the GRAT to the reporting person. On October 12, 2018, in accordance with the provisions of his Grantor Retained Annuity Trust (the "GRAT"), 185,630 shares were distributed from the GRAT to the reporting person. Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:48 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 32,637 | $3.83 | $124,999.71 |
DisclosureSEC source: 0000075252-19-000081 · edgar.xml · derivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,677 Underlying: Common Stock · 32,637 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:20 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantNon-Qualified Stock Option (right-to-buy) · Derivative | 1,404 | Not disclosed Strike: $245.79 | Not disclosed |
DisclosureSEC source: 0001567619-19-010451 · doc1.xml · derivative · entry 2 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,404 Underlying: Common Stock · 1,404 shares Expires 2029-05-07 F3 · price: Not applicable. F2 · derivative.exercise_date: Grant of option to buy shares of IDEXX Laboratories, Inc. common stock that vest in one installment on the one year anniversary of the date of grant or on the date of the 2020 annual meeting of shareholders, whichever event is earlier. Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:20 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantDeferred Stock Unit · Derivative | 427 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-010451 · doc1.xml · derivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891 Underlying: Common Stock · 427 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. Deferred stock units vest in one installment on the one year anniversary of the date of grant or on the date of the 2020 annual meeting of shareholders, whichever event is earlier, and are payable as common stock one year following the Director's resignation from the Board of Directors F3 · price: Not applicable. F1 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. Deferred stock units vest in one installment on the one year anniversary of the date of grant or on the date of the 2020 annual meeting of shareholders, whichever event is earlier, and are payable as common stock one year following the Director's resignation from the Board of Directors F1 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. Deferred stock units vest in one installment on the one year anniversary of the date of grant or on the date of the 2020 annual meeting of shareholders, whichever event is earlier, and are payable as common stock one year following the Director's resignation from the Board of Directors Read SEC document |
| April 30, 2019 Filed May 2, 2019 22:04 UTC | IDEXX LABORATORIES INC /DE IDXX · Entity 3057 | GrantCommon Stock | 81 | $232.00 | $18,792.00 |
DisclosureSEC source: 0001567619-19-009680 · doc1.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649 F1 · shares: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the "Plan") in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($18,750.00) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock one year following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 21:00 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 3 | $4.10 | $12.30 |
DisclosureSEC source: 0000075252-19-000058 · edgar.xml · derivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,040 Underlying: Common Stock · 3 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2 · shares: Shares acquired through quarterly dividend reinvestment transaction. F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 22:51 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | SaleCommon Stock | 7,976 | $16.08 | $128,254.08 |
DisclosureSEC source: 0001637761-19-000018 · wf-form4_155027108144634.xml · nonDerivative · entry 4 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 0 F2 · price: The price reported is a weighted average. These shares were sold in multiple transactions at prices ranging from not less than $16.00 to not more than $16.16. The reporting person undertakes to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. The transaction reported was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 22:51 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | SaleCommon Stock | 7,976 | $16.08 | $128,254.08 |
DisclosureSEC source: 0001637761-19-000018 · wf-form4_155027108144634.xml · nonDerivative · entry 3 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 F2 · price: The price reported is a weighted average. These shares were sold in multiple transactions at prices ranging from not less than $16.00 to not more than $16.16. The reporting person undertakes to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. The transaction reported was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:51 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | SaleCommon Stock | 9,000 | $16.09 | $144,810.00 |
DisclosureSEC source: 0001637761-19-000018 · wf-form4_155027108144634.xml · nonDerivative · entry 2 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 7,976 F1 · price: The price reported is a weighted average. These shares were sold in multiple transactions at prices ranging from not less than $16.00 to not more than $16.33. The reporting person undertakes to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. The transaction reported was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 22:51 UTC | SeaSpine Holdings Corp SPNE · Entity 120832 | SaleCommon Stock | 9,000 | $16.09 | $144,810.00 |
DisclosureSEC source: 0001637761-19-000018 · wf-form4_155027108144634.xml · nonDerivative · entry 1 ESSIG STUART · CIK 0001187574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 7,976 F1 · price: The price reported is a weighted average. These shares were sold in multiple transactions at prices ranging from not less than $16.00 to not more than $16.33. The reporting person undertakes to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. The transaction reported was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. 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.