Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON SCIENTIFIC CORPBSX · Entity 1897 | Director | May 20, 2026 | May 21, 2026 |
| Concentra Group Holdings Parent, Inc.CON · Entity 4001 | Director | November 04, 2025 | November 06, 2025 |
| Phreesia, Inc.PHR · Entity 2606 | Director | December 16, 2020 | February 23, 2022 |
| TACTILE SYSTEMS TECHNOLOGY INCTCMD · Entity 5451 | Director | May 04, 2020 | May 06, 2020 |
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.
BOSTON SCIENTIFIC CORP
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 | 1,770 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Purchase · Acquired 1,770 · Balance 1,770 F1: Represents the weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $56.49 to $56.5009, inclusive. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $56.49 to $56.5009, inclusive. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price.
Concentra Group Holdings Parent, Inc.
Report date November 04, 2025 · Filed November 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,740 |
Reported balance
After 2025-11-04 transaction · row 1
1 source rowRow 1 · 2025-11-04 · Grant · Acquired 7,748 · Balance 20,740 F1: Grant of restricted stock which, subject to certain exceptions, will vest in full on November 4, 2026, the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock which, subject to certain exceptions, will vest in full on November 4, 2026, the first anniversary of the grant date.
Phreesia, Inc.
Report date December 16, 2020 · Filed February 23, 2022 · 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 | IndirectBy Echo Health Ventures LLC | 0 |
Reported balance
Holding disclosure · report date 2020-12-16 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 0 F1: The original Form 4 filed on December 18, 2020 did not report the change in the Reporting Person's pecuniary interest in shares of the Issuer's common stock owned by Echo Health Ventures LLC. As of December 16, 2020, the Reporting Person had no reportable beneficial ownership, or pecuniary interest, in shares of the Issuer's common stock owned by Echo Health Ventures LLC, and this amendment is filed to correct the disclosure. The reporting person disclaimed beneficial ownership over such shares, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The original Form 4 filed on December 18, 2020 did not report the change in the Reporting Person's pecuniary interest in shares of the Issuer's common stock owned by Echo Health Ventures LLC. As of December 16, 2020, the Reporting Person had no reportable beneficial ownership, or pecuniary interest, in shares of the Issuer's common stock owned by Echo Health Ventures LLC, and this amendment is filed to correct the disclosure. The reporting person disclaimed beneficial ownership over such shares, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose.
TACTILE SYSTEMS TECHNOLOGY INC
Report date May 04, 2020 · Filed May 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,131 |
Reported balance
After 2020-05-04 transaction · row 1
1 source rowRow 1 · 2020-05-04 · Grant · Acquired 2,672 · Balance 9,131 F1: The restricted stock units will vest in full on the earlier of one year from the grant date or the date of the next year's annual meeting of the stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units will vest in full on the earlier of one year from the grant date or the date of the next year's annual meeting of the stockholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COGENTIX MEDICAL INC /DE/
Report date April 20, 2018 · Filed April 23, 2018
Section 16 reporting ended · disclosed 2018-04-23. 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 2018-04-20 transaction · row 1
1 source rowRow 1 · 2018-04-20 · Other · Disposed 197,472 · Balance 0 F1: On April 20, 2018, these shares were purchased in a tender offer for all of the issued and outstanding shares of common stock, par value $0.01 per share, of Cogentix Medical, Inc. (the Company") by Camden Merger Sub, Inc. ("Merger Sub"), a wholly owned subsidiary of LM US Parent, Inc. and Laborie Medical Technologies Canada ULC, pursuant to the Agreement and Plan of Merger dated as of March 11, 2018 (the "Merger Agreement"). |
Filing footnotes · ownership attribution and instrument terms
F1: On April 20, 2018, these shares were purchased in a tender offer for all of the issued and outstanding shares of common stock, par value $0.01 per share, of Cogentix Medical, Inc. (the Company") by Camden Merger Sub, Inc. ("Merger Sub"), a wholly owned subsidiary of LM US Parent, Inc. and Laborie Medical Technologies Canada ULC, pursuant to the Agreement and Plan of Merger dated as of March 11, 2018 (the "Merger Agreement").
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 21, 2026 21:21 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | PurchaseCommon Stock | 1,770 | $56.49 | $99,987.30 |
DisclosureSEC source: 0001225208-26-005548 · doc4.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,770 F1 · price: Represents the weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $56.49 to $56.5009, inclusive. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:32 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005111 · doc4.xml · derivative · entry 2 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,998 Underlying: Common Stock · 1,281 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F4 · shares: Deferred stock units were granted in lieu of 50% yearly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Reflects a value of $72,500 (representing 50% of the amount of the non-employee director compensation program's cash retainer having a value of $125,000 and committee chair retainer having a value of $20,000) divided by the closing price of the common stock on the date of grant. F4 · derivative.exercise_date: Deferred stock units were granted in lieu of 50% yearly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Reflects a value of $72,500 (representing 50% of the amount of the non-employee director compensation program's cash retainer having a value of $125,000 and committee chair retainer having a value of $20,000) divided by the closing price of the common stock on the date of grant. F4 · derivative.expiration_date: Deferred stock units were granted in lieu of 50% yearly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Reflects a value of $72,500 (representing 50% of the amount of the non-employee director compensation program's cash retainer having a value of $125,000 and committee chair retainer having a value of $20,000) divided by the closing price of the common stock on the date of grant. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:32 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 3,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005111 · doc4.xml · derivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,717 Underlying: Common Stock · 3,800 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · shares: Reflects a value of $215,000 divided by the closing price of common stock on the date of grant. F3 · derivative.exercise_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F3 · derivative.expiration_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:35 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003180 · doc4.xml · derivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,917 Underlying: Common Stock · 24 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · derivative.exercise_date: Deferred stock units granted in lieu of 50% yearly cash compensation, vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Reflects a value of $1,845.25, divided by the closing price of the common stock on the date of grant. F2 · derivative.expiration_date: Deferred stock units granted in lieu of 50% yearly cash compensation, vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Reflects a value of $1,845.25, divided by the closing price of the common stock on the date of grant. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 22:22 UTC | Concentra Group Holdings Parent, Inc. CON · Entity 4001 | GrantCommon Stock | 7,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-107876 · tm2530505-3_4seq1.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,740 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on November 4, 2026, the first anniversary of the grant date. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:34 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004933 · doc4.xml · derivative · entry 2 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,893 Underlying: Common Stock · 605 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F4 · shares: Deferred stock units were granted in lieu of 50% yearly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Reflects a value of $62,500 (representing 50% of the amount of the non-employee director compensation program's cash retainer having a value of $125,000) divided by the closing price of the common stock on the date of grant. F4 · derivative.exercise_date: Deferred stock units were granted in lieu of 50% yearly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Reflects a value of $62,500 (representing 50% of the amount of the non-employee director compensation program's cash retainer having a value of $125,000) divided by the closing price of the common stock on the date of grant. F4 · derivative.expiration_date: Deferred stock units were granted in lieu of 50% yearly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Reflects a value of $62,500 (representing 50% of the amount of the non-employee director compensation program's cash retainer having a value of $125,000) divided by the closing price of the common stock on the date of grant. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:34 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004933 · doc4.xml · derivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,288 Underlying: Common Stock · 2,081 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · shares: Reflects a value of $215,000 divided by the closing price of common stock on the date of grant. F3 · derivative.exercise_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F3 · derivative.expiration_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 22:31 UTC | Concentra Group Holdings Parent, Inc. CON · Entity 4001 | GrantCommon Stock | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027938 · form4-11292024_101105.xml · nonDerivative · entry 2 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,992 F2 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on November 26, 2025, the first anniversary of the grant date. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 22:31 UTC | Concentra Group Holdings Parent, Inc. CON · Entity 4001 | GrantCommon Stock | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027938 · form4-11292024_101105.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,496 F1 · kind: Grant of restricted stock which will vest in equal annual installments over five years. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 20:29 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006566 · doc4.xml · derivative · entry 2 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,207 Underlying: Common Stock · 407 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F3 · shares: Grant of deferred stock units in lieu of 25% yearly cash compensation following initial appointment to the Board of Directors, which, pursuant to the Company's non-employee director compensation program, has been prorated for the time period from the effective date of the appointment to the date of the Company's 2025 annual meeting of stockholders. The grant of deferred stock units vests in full upon the next annual meeting of stockholders. Reflects a value of approximately $30,737.50 (representing 25% of the prorated amount of the non-employee director compensation program's cash retainer having a value of $125,000) divided by the closing price of the common stock on the date of grant. Vested shares will be issued to the reporting person following the reporting person's separation from Board of Director service, in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F3 · derivative.exercise_date: Grant of deferred stock units in lieu of 25% yearly cash compensation following initial appointment to the Board of Directors, which, pursuant to the Company's non-employee director compensation program, has been prorated for the time period from the effective date of the appointment to the date of the Company's 2025 annual meeting of stockholders. The grant of deferred stock units vests in full upon the next annual meeting of stockholders. Reflects a value of approximately $30,737.50 (representing 25% of the prorated amount of the non-employee director compensation program's cash retainer having a value of $125,000) divided by the closing price of the common stock on the date of grant. Vested shares will be issued to the reporting person following the reporting person's separation from Board of Director service, in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F3 · derivative.expiration_date: Grant of deferred stock units in lieu of 25% yearly cash compensation following initial appointment to the Board of Directors, which, pursuant to the Company's non-employee director compensation program, has been prorated for the time period from the effective date of the appointment to the date of the Company's 2025 annual meeting of stockholders. The grant of deferred stock units vests in full upon the next annual meeting of stockholders. Reflects a value of approximately $30,737.50 (representing 25% of the prorated amount of the non-employee director compensation program's cash retainer having a value of $125,000) divided by the closing price of the common stock on the date of grant. Vested shares will be issued to the reporting person following the reporting person's separation from Board of Director service, in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 20:29 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006566 · doc4.xml · derivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock · 2,800 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · shares: Grant of deferred stock units to non-employee director following initial appointment to the Board of Directors, which, pursuant to the Company's non-employee director compensation program, has been prorated for the time period from the effective date of the appointment to the date of the Company's 2025 annual meeting of stockholders. The grant of deferred stock units vests in full upon the next annual meeting of stockholders. Reflects a value of approximately $211,474 (representing 100% of the prorated amount of the non-employee director compensation program's annual equity award having a value of $215,000) divided by the closing price of the common stock on the date of grant. Vested shares will be issued to the reporting person following the reporting person's separation from Board of Director service, in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F2 · derivative.exercise_date: Grant of deferred stock units to non-employee director following initial appointment to the Board of Directors, which, pursuant to the Company's non-employee director compensation program, has been prorated for the time period from the effective date of the appointment to the date of the Company's 2025 annual meeting of stockholders. The grant of deferred stock units vests in full upon the next annual meeting of stockholders. Reflects a value of approximately $211,474 (representing 100% of the prorated amount of the non-employee director compensation program's annual equity award having a value of $215,000) divided by the closing price of the common stock on the date of grant. Vested shares will be issued to the reporting person following the reporting person's separation from Board of Director service, in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F2 · derivative.expiration_date: Grant of deferred stock units to non-employee director following initial appointment to the Board of Directors, which, pursuant to the Company's non-employee director compensation program, has been prorated for the time period from the effective date of the appointment to the date of the Company's 2025 annual meeting of stockholders. The grant of deferred stock units vests in full upon the next annual meeting of stockholders. Reflects a value of approximately $211,474 (representing 100% of the prorated amount of the non-employee director compensation program's annual equity award having a value of $215,000) divided by the closing price of the common stock on the date of grant. Vested shares will be issued to the reporting person following the reporting person's separation from Board of Director service, in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| July 08, 2021 Filed Jul 12, 2021 20:28 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004892 · primarydocument.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,825 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2022, and (ii) the next annual meeting of the Issuer's stockholders. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 24, 2021 Filed May 26, 2021 20:24 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 3,555 | $45.45 | $161,574.75 |
DisclosureSEC source: 0001562180-21-003745 · primarydocument.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,220 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of RSUs and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 22:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 8,415 | $56.15 | $472,492.15 |
DisclosureSEC source: 0000899243-20-034496 · doc4.xml · nonDerivative · entry 3 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,775 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.80 to $56.655 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 22:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,764 | $0.00 Strike: $11.89 | $0.00 |
DisclosureSEC source: 0000899243-20-034496 · doc4.xml · derivative · entry 4 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,332 Underlying: Common Stock · 20,764 shares Expires 2029-06-19 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. F4 · derivative.exercise_date: 50% of this option vested and became exercisable on May 23, 2020, with the remainder vesting in three substantially equal installments thereafter. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 22:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 22,732 | $55.83 | $1,269,088.92 |
DisclosureSEC source: 0000899243-20-034496 · doc4.xml · nonDerivative · entry 2 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,190 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.75 to $56.18 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 22:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 20,764 | $11.89 | $246,883.96 |
DisclosureSEC source: 0000899243-20-034496 · doc4.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,922 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: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| July 08, 2020 Filed Jul 21, 2020 22:48 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019824 · doc4.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,158 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2021, and (ii) the next annual meeting of the Issuer's stockholders. F2 · balance_after: A portion of these shares represent RSUs. Read SEC document |
| May 04, 2020 Filed May 6, 2020 20:31 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantCommon Stock | 2,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-009607 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,131 F1 · shares: The restricted stock units will vest in full on the earlier of one year from the grant date or the date of the next year's annual meeting of the stockholders. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:02 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantCommon Stock | 148 | $67.51 | $9,991.48 |
DisclosureSEC source: 0001437749-20-000148 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,459 F1 · shares: On December 31, 2019, the reporting person was granted 148 restricted stock units ("RSUs") in lieu of cash compensation of $10,000.00 pursuant to Tactile Systems Technology, Inc.'s Non-Employee Director Compensation Policy. The RSUs are 100% immediately vested and will be settled in Company's common stock upon the earlier of Dr. Pegus' separation from service from the Company's Board of Directors or a Change in Control as defined in the Policy. F1 · price: On December 31, 2019, the reporting person was granted 148 restricted stock units ("RSUs") in lieu of cash compensation of $10,000.00 pursuant to Tactile Systems Technology, Inc.'s Non-Employee Director Compensation Policy. The RSUs are 100% immediately vested and will be settled in Company's common stock upon the earlier of Dr. Pegus' separation from service from the Company's Board of Directors or a Change in Control as defined in the Policy. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 21:23 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 500,000 | $24.48 | $12,239,500.00 |
DisclosureSEC source: 0000899243-19-029544 · doc4.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Echo Health Ventures LLC Disclosed balance after: 1,681,439 F1 · kind: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of December 12, 2019 by and among the Issuer, the several underwriters and the selling stockholders identified therein. F2 · ownership.nature: Shares held directly by Echo Health Ventures LLC. Echo Health Ventures LLC is a joint venture between Cascadia Echo Holdings Company, LLC and Mosaic Health Solutions, LLC. Cascadia Echo Holdings LLC is a subsidiary of Cambia Health Solutions, LLC. The reporting person is the Chief Medical Officer and Senior Vice President of Cambia Health Solutions, LLC. The Reporting Person disclaims beneficial ownership over such shares, except to the extent of her pecuniary interest therein, if any, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 20:05 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantCommon Stock | 236 | $42.32 | $9,987.52 |
DisclosureSEC source: 0001437749-19-019478 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,311 F1 · shares: On September 30, 2019, the reporting person was granted 236 restricted stock units ("RSUs") in lieu of cash compensation of $10,000.00 pursuant to Tactile Systems Technology, Inc.'s Non-Employee Director Compensation Policy. The RSUs are 100% immediately vested and will be settled in Company's common stock upon the earlier of Dr. Pegus' separation from service from the Company's Board of Directors or a Change in Control as defined in the Policy. F1 · price: On September 30, 2019, the reporting person was granted 236 restricted stock units ("RSUs") in lieu of cash compensation of $10,000.00 pursuant to Tactile Systems Technology, Inc.'s Non-Employee Director Compensation Policy. The RSUs are 100% immediately vested and will be settled in Company's common stock upon the earlier of Dr. Pegus' separation from service from the Company's Board of Directors or a Change in Control as defined in the Policy. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionSenior B Preferred Stock · Derivative | 5,410,084 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020228 · doc4.xml · derivative · entry 3 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Echo Health Ventures LLC Disclosed balance after: 0 Underlying: Common Stock · 2,462,128 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. F1 · derivative.exercise_price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F1 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F1 · derivative.exercise_date: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F1 · derivative.expiration_date: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F2 · ownership.nature: Shares held directly by Echo Health Ventures LLC. Echo Health Ventures LLC is a joint venture between Cascadia Echo Holdings Company, LLC and Mosaic Health Solutions, LLC. Cascadia Echo Holdings LLC is a subsidiary of Cambia Health Solutions, LLC. The reporting person is the Chief Medical Officer and Senior Vice President of Cambia Health Solutions, LLC. The reporting person disclaims beneficial ownership over such shares, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that she is the beneficial owner of such shares. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 280,689 | $18.00 | $5,052,402.00 |
DisclosureSEC source: 0000899243-19-020228 · doc4.xml · nonDerivative · entry 2 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Echo Health Ventures LLC Disclosed balance after: 2,181,439 F2 · ownership.nature: Shares held directly by Echo Health Ventures LLC. Echo Health Ventures LLC is a joint venture between Cascadia Echo Holdings Company, LLC and Mosaic Health Solutions, LLC. Cascadia Echo Holdings LLC is a subsidiary of Cambia Health Solutions, LLC. The reporting person is the Chief Medical Officer and Senior Vice President of Cambia Health Solutions, LLC. The reporting person disclaims beneficial ownership over such shares, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that she is the beneficial owner of such shares. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 2,462,128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020228 · doc4.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Echo Health Ventures LLC Disclosed balance after: 2,462,128 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 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F2 · ownership.nature: Shares held directly by Echo Health Ventures LLC. Echo Health Ventures LLC is a joint venture between Cascadia Echo Holdings Company, LLC and Mosaic Health Solutions, LLC. Cascadia Echo Holdings LLC is a subsidiary of Cambia Health Solutions, LLC. The reporting person is the Chief Medical Officer and Senior Vice President of Cambia Health Solutions, LLC. The reporting person disclaims beneficial ownership over such shares, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that she is the beneficial owner of such shares. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:28 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantCommon Stock | 175 | $56.92 | $9,961.00 |
DisclosureSEC source: 0001437749-19-013358 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,075 F1 · shares: On June 28, 2019, the reporting person was granted 175 restricted stock units ("RSUs") in lieu of cash compensation of $10,000.00 pursuant to Tactile Systems Technology, Inc.'s Non-Employee Director Compensation Policy. The RSUs are 100% immediately vested and will be settled in Company's common stock upon the earlier of Dr. Pegus' separation from service from the Company's Board of Directors or a Change in Control as defined in the Policy. F1 · price: On June 28, 2019, the reporting person was granted 175 restricted stock units ("RSUs") in lieu of cash compensation of $10,000.00 pursuant to Tactile Systems Technology, Inc.'s Non-Employee Director Compensation Policy. The RSUs are 100% immediately vested and will be settled in Company's common stock upon the earlier of Dr. Pegus' separation from service from the Company's Board of Directors or a Change in Control as defined in the Policy. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:56 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantCommon Stock | 2,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-009683 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,900 F1 · shares: The restricted stock units will vest in full on the earlier of one year from the grant date or the date of the next year's annual meeting of the stockholders. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 20:16 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantCommon Stock | 189 | $52.72 | $9,964.08 |
DisclosureSEC source: 0001437749-19-006396 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,746 F1 · shares: On March 29, 2019, the reporting person was granted 189 restricted stock units ("RSUs") in lieu of cash compensation of $10,000.00 pursuant to Tactile Systems Technology, Inc.'s Non-Employee Director Compensation Policy. The RSUs are 100% immediately vested and will be settled in Company's common stock upon the earlier of Dr. Pegus' separation from service from the Company's Board of Directors or a Change in Control as defined in the Plan. F1 · price: On March 29, 2019, the reporting person was granted 189 restricted stock units ("RSUs") in lieu of cash compensation of $10,000.00 pursuant to Tactile Systems Technology, Inc.'s Non-Employee Director Compensation Policy. The RSUs are 100% immediately vested and will be settled in Company's common stock upon the earlier of Dr. Pegus' separation from service from the Company's Board of Directors or a Change in Control as defined in the Plan. Read SEC document |
| May 10, 2018 Filed May 14, 2018 21:53 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantStock Option (right to buy) · Derivative | 3,713 | $0.00 Strike: $45.52 | $0.00 |
DisclosureSEC source: 0001437749-18-009812 · rdgdoc.xml · derivative · entry 2 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,713 Underlying: Common Stock · 3,713 shares Expires 2025-05-10 F2 · derivative.exercise_date: The options will vest in full on the earlier of one year from the grant date or the date of the next year's annual meeting of the stockholders. Read SEC document |
| May 10, 2018 Filed May 14, 2018 21:53 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantCommon Stock | 1,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-009812 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,557 F1 · shares: The restricted stock units will vest in full on the earlier of one year from the grant date or the date of the next year's annual meeting of the stockholders. Read SEC document |
| April 20, 2018 Filed Apr 23, 2018 17:09 UTC | COGENTIX MEDICAL INC /DE/ CGNT · Entity 167360 | OtherCommon Stock | 197,472 | $3.85 | $760,267.20 |
DisclosureSEC source: 0001437749-18-007492 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: On April 20, 2018, these shares were purchased in a tender offer for all of the issued and outstanding shares of common stock, par value $0.01 per share, of Cogentix Medical, Inc. (the Company") by Camden Merger Sub, Inc. ("Merger Sub"), a wholly owned subsidiary of LM US Parent, Inc. and Laborie Medical Technologies Canada ULC, pursuant to the Agreement and Plan of Merger dated as of March 11, 2018 (the "Merger Agreement"). Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 22:42 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | PurchaseCommon Stock | 1,000 | $27.86 | $27,860.00 |
DisclosureSEC source: 0001437749-17-020708 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,184 Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 21:18 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantStock Option (right to buy) · Derivative | 3,311 | $0.00 Strike: $32.97 | $0.00 |
DisclosureSEC source: 0001437749-17-014559 · rdgdoc.xml · derivative · entry 2 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,311 Underlying: Common Stock · 3,311 shares Expires 2024-08-09 F2 · derivative.exercise_date: Stock Options will vest in full on the earlier of one year after the date of grant or the date of the next year's annual meeting of stockholders, provided the director remains a member of the board as of the vesting date. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 21:18 UTC | TACTILE SYSTEMS TECHNOLOGY INC TCMD · Entity 5451 | GrantCommon Stock | 1,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-014559 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184 F1 · shares: Restricted Stock Units (RSUs) will vest in full on the earlier of one year after the date of grant or the date of the next year's annual meeting of stockholders, provided the director remains a member of the board as of the vesting date. RSUs will settle in shares no later than March 15 of the calendar year following the date of vesting. Read SEC document |
| May 23, 2017 Filed May 24, 2017 17:16 UTC | COGENTIX MEDICAL INC /DE/ CGNT · Entity 167360 | GrantCommon Stock | 59,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-009998 · rdgdoc.xml · nonDerivative · entry 1 Pegus Cheryl · CIK 0001572448 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,472 F1 · shares: This Restricted Stock Award vests in full six months from the date of grant. F2 · balance_after: Total holdings include restricted stock awards. 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.