Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Integer Holdings CorpITGR · Entity 4016 | President, CRM & Neuro | May 15, 2026 | May 19, 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.
Integer Holdings Corp
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,852 |
Ending reported balance
After 2026-05-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-15 · Exercise / conversion · Acquired 491 · Balance 4,859 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-05-15 · Exercise / conversion · Acquired 1,472 · Balance 6,331 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 3 · 2026-05-15 · Tax withholding · Disposed 479 · Balance 5,852 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-15 · Exercise / conversion · Disposed 491 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-15 · Exercise / conversion · Disposed 1,472 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On May 15, 2023, the reporting person was granted 1,472 restricted stock units which vested in full on May 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024.
F3: On May 15, 2023, the reporting person was granted 1,472 restricted stock units which vested in full on May 15, 2026.
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 15, 2026 Filed May 19, 2026 20:28 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001978852-26-000007 · wk-form4_1779222482.xml · derivative · entry 5 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,472 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On May 15, 2023, the reporting person was granted 1,472 restricted stock units which vested in full on May 15, 2026. F3 · derivative.expiration_date: On May 15, 2023, the reporting person was granted 1,472 restricted stock units which vested in full on May 15, 2026. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:28 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 491 | $0.00 | $0.00 |
DisclosureSEC source: 0001978852-26-000007 · wk-form4_1779222482.xml · derivative · entry 4 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 491 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024. F2 · derivative.expiration_date: On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:28 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 479 | $88.16 | $42,228.64 |
DisclosureSEC source: 0001978852-26-000007 · wk-form4_1779222482.xml · nonDerivative · entry 3 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,852 Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:28 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001978852-26-000007 · wk-form4_1779222482.xml · nonDerivative · entry 2 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,331 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:28 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 491 | $0.00 | $0.00 |
DisclosureSEC source: 0001978852-26-000007 · wk-form4_1779222482.xml · nonDerivative · entry 1 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,859 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:19 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 656 | $84.85 | $55,661.60 |
DisclosureSEC source: 0001978852-26-000004 · wk-form4_1771978770.xml · nonDerivative · entry 2 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,368 Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 00:19 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantCommon Stock | 2,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001978852-26-000004 · wk-form4_1771978770.xml · nonDerivative · entry 1 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,024 F1 · shares: Represents the vesting of performance-based restricted stock units ("PSU") that have vested based upon the satisfaction of specified financial performance targets based upon organic sales growth achievement for each of 2023, 2024 and 2025. The criteria for the vesting of these PSUs into shares has been met. Read SEC document |
| January 19, 2026 Filed Jan 22, 2026 01:51 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001978852-26-000002 · wk-form4_1769046666.xml · derivative · entry 5 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 759 Underlying: Common Stock · 758 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On January 19, 2024, the reporting person was granted 2,275 restricted stock units, vesting in three equal annual installments beginning on January 19, 2025. F3 · derivative.expiration_date: On January 19, 2024, the reporting person was granted 2,275 restricted stock units, vesting in three equal annual installments beginning on January 19, 2025. Read SEC document |
| January 19, 2026 Filed Jan 22, 2026 01:51 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 447 | $85.78 | $38,343.66 |
DisclosureSEC source: 0001978852-26-000002 · wk-form4_1769046666.xml · nonDerivative · entry 3 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,333 Read SEC document |
| January 19, 2026 Filed Jan 22, 2026 01:51 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001978852-26-000002 · wk-form4_1769046666.xml · nonDerivative · entry 1 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,032 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 17, 2026 Filed Jan 22, 2026 01:51 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0001978852-26-000002 · wk-form4_1769046666.xml · derivative · entry 6 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,497 Underlying: Common Stock · 748 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On January 17, 2025, the reporting person was granted 2,245 restricted stock units, vesting in three equal annual installments beginning on January 17, 2026. F4 · derivative.expiration_date: On January 17, 2025, the reporting person was granted 2,245 restricted stock units, vesting in three equal annual installments beginning on January 17, 2026. Read SEC document |
| January 17, 2026 Filed Jan 22, 2026 01:51 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001978852-26-000002 · wk-form4_1769046666.xml · nonDerivative · entry 2 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,780 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 16, 2026 Filed Jan 22, 2026 01:51 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 3,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001978852-26-000002 · wk-form4_1769046666.xml · derivative · entry 4 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,885 Underlying: Common Stock · 3,885 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On January 16, 2026, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on January 16, 2027. F2 · derivative.expiration_date: On January 16, 2026, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on January 16, 2027. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 491 | $0.00 | $0.00 |
DisclosureSEC source: 0001114483-25-000092 · wk-form4_1747426346.xml · derivative · entry 3 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491 Underlying: Common Stock · 491 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024. F2 · derivative.expiration_date: On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 120 | $119.07 | $14,288.40 |
DisclosureSEC source: 0001114483-25-000092 · wk-form4_1747426346.xml · nonDerivative · entry 2 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,274 Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 491 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001114483-25-000092 · wk-form4_1747426346.xml · nonDerivative · entry 1 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,394 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 02:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 225 | $141.00 | $31,725.00 |
DisclosureSEC source: 0001114483-25-000025 · wk-form4_1737598350.xml · nonDerivative · entry 2 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903 F2 · price: Shares otherwise issuable were withheld to satisfy the Reporting Person's tax obligations arising from the vesting event described in footnote (4) to this Form 4. Read SEC document |
| January 19, 2025 Filed Jan 23, 2025 02:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001114483-25-000025 · wk-form4_1737598350.xml · derivative · entry 4 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,517 Underlying: Common Stock · 758 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On January 19, 2024, the reporting person was granted 2,275 restricted stock units, vesting in three equal annual installments beginning on January 19, 2025. F4 · derivative.expiration_date: On January 19, 2024, the reporting person was granted 2,275 restricted stock units, vesting in three equal annual installments beginning on January 19, 2025. Read SEC document |
| January 19, 2025 Filed Jan 23, 2025 02:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001114483-25-000025 · wk-form4_1737598350.xml · nonDerivative · entry 1 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,128 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 17, 2025 Filed Jan 23, 2025 02:12 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 2,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001114483-25-000025 · wk-form4_1737598350.xml · derivative · entry 3 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,245 Underlying: Common Stock · 2,245 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On January 17, 2025, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on January 17, 2026. F3 · derivative.expiration_date: On January 17, 2025, the reporting person was granted restricted stock units, vesting in three equal annual installments beginning on January 17, 2026. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:02 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionRestricted Stock Units · Derivative | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001114483-24-000071 · wk-form4_1715889748.xml · derivative · entry 3 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 982 Underlying: Common Stock · 490 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024. F2 · derivative.expiration_date: On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:02 UTC | Integer Holdings Corp ITGR · Entity 4016 | Tax withholdingCommon Stock | 120 | $117.72 | $14,126.40 |
DisclosureSEC source: 0001114483-24-000071 · wk-form4_1715889748.xml · nonDerivative · entry 2 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370 Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:02 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001114483-24-000071 · wk-form4_1715889748.xml · nonDerivative · entry 1 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 19, 2024 Filed Jan 24, 2024 00:06 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001114483-24-000028 · wk-form4_1706054766.xml · derivative · entry 1 Stephens Jim · CIK 0001978852 · President, CRM & Neuro 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,275 Underlying: Common Stock · 2,275 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On January 19, 2024, the reporting person was granted 2,275 restricted stock units, vesting in three equal annual installments beginning on January 19, 2025. F2 · derivative.expiration_date: On January 19, 2024, the reporting person was granted 2,275 restricted stock units, vesting in three equal annual installments beginning on January 19, 2025. 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.