Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MERIT MEDICAL SYSTEMS INCMMSI · Entity 3858 | Director | May 18, 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.
MERIT MEDICAL SYSTEMS INC
Report date May 18, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, No Par ValueSEC Table I · non-derivative | Direct | 13,352 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 3,457 · Balance 13,352 F1: The reported transaction involved the reporting person's receipt of a grant of 3,457 restricted stock units (RSUs) under the Merit Medical Systems, Inc. 2026 Equity Incentive Plan. The RSUs granted to the reporting person will vest on May 3, 2027. Vesting of the RSUs is subject to continued service to the issuer through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the reporting person's receipt of a grant of 3,457 restricted stock units (RSUs) under the Merit Medical Systems, Inc. 2026 Equity Incentive Plan. The RSUs granted to the reporting person will vest on May 3, 2027. Vesting of the RSUs is subject to continued service to the issuer through the vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Nuance Communications, Inc.
Report date March 04, 2022 · Filed March 04, 2022
Section 16 reporting ended · disclosed 2022-03-04. 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 |
Ending reported balance
After 2022-03-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-04 · Disposition to issuer · Disposed 4,519 · Balance 69,837 F1: Represents shares of common stock (each, a Company Share), par value $0.001 per share, of Nuance Communications, Inc. (the Company) underlying restricted stock units (Company RSUs). Pursuant to the Agreement and Plan of Merger, dated as of April 11, 2021, by and among the Company, Microsoft Corporation and Big Sky Merger Sub Inc. (Merger Sub), each outstanding Company RSU award was canceled and converted into the right to receive an amount in cash, without interest and less any applicable tax withholdings, equal to the product of (i) $56.00 multiplied by (ii) the number of Company Shares underlying the Company RSU award. Row 2 · 2022-03-04 · Disposition to issuer · Disposed 69,837 · Balance 0 F2: On March 4, 2022, pursuant to the Merger Agreement, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the Merger), and each Company Share issued and outstanding at the effective time of the Merger was converted into the right to receive $56.00 in cash without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock (each, a Company Share), par value $0.001 per share, of Nuance Communications, Inc. (the Company) underlying restricted stock units (Company RSUs). Pursuant to the Agreement and Plan of Merger, dated as of April 11, 2021, by and among the Company, Microsoft Corporation and Big Sky Merger Sub Inc. (Merger Sub), each outstanding Company RSU award was canceled and converted into the right to receive an amount in cash, without interest and less any applicable tax withholdings, equal to the product of (i) $56.00 multiplied by (ii) the number of Company Shares underlying the Company RSU award.
F2: On March 4, 2022, pursuant to the Merger Agreement, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the Merger), and each Company Share issued and outstanding at the effective time of the Merger was converted into the right to receive $56.00 in cash without interest.
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 18, 2026 Filed May 19, 2026 22:07 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 3,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001726511-26-000003 · form4-05192026_100548.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,352 F1 · shares: The reported transaction involved the reporting person's receipt of a grant of 3,457 restricted stock units (RSUs) under the Merit Medical Systems, Inc. 2026 Equity Incentive Plan. The RSUs granted to the reporting person will vest on May 3, 2027. Vesting of the RSUs is subject to continued service to the issuer through the vesting date. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:47 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-013715 · form4-05192025_100528.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,895 F1 · shares: The reported transaction involved the reporting person's receipt of a grant of 2,152 restricted stock units (RSUs) under the Merit Medical Systems, Inc. 2018 Long-Term Incentive Plan. The RSUs vest on May 15, 2026. Vesting of the RSUs is subject to continued service to the issuer through the vesting date. Read SEC document |
| May 16, 2024 Filed May 20, 2024 21:43 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 2,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-013803 · form4-05202024_090542.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,743 F1 · shares: The reported transaction involved the reporting person's receipt of a grant of 2,431 restricted stock units (RSUs) under the Merit Medical Systems, Inc. 2018 Long-Term Incentive Plan. The RSUs vest on May 16, 2025. Vesting of the RSUs is subject to continued service to the issuer through the vesting date. Read SEC document |
| May 18, 2023 Filed May 23, 2023 22:43 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 2,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008661 · form4-05232023_100505.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,312 F1 · shares: The reported transaction involved the reporting person's receipt of a grant of 2,262 restricted stock units (RSUs) under the Merit Medical Systems, Inc. 2018 Long-Term Incentive Plan. The RSUs vest on May 18, 2024. Vesting of the RSUs is subject to continued service to the issuer through the vesting date. Read SEC document |
| May 24, 2022 Filed May 26, 2022 22:36 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 3,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005725 · form4-05262022_030514.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,050 F1 · shares: The reported transaction involved the reporting person's receipt of a grant of 3,050 restricted stock units (RSUs) under the Merit Medical Systems, Inc. 2018 Long-Term Incentive Plan. The RSUs vest on May 24, 2023. Vesting of the RSUs is subject to continued service to the issuer through the vesting date. Read SEC document |
| March 04, 2022 Filed Mar 4, 2022 17:19 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | Disposition to issuerCommon Stock | 69,837 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-009447 · doc4.xml · nonDerivative · entry 2 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: On March 4, 2022, pursuant to the Merger Agreement, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the Merger), and each Company Share issued and outstanding at the effective time of the Merger was converted into the right to receive $56.00 in cash without interest. Read SEC document |
| March 04, 2022 Filed Mar 4, 2022 17:19 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | Disposition to issuerCommon Stock | 4,519 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-009447 · doc4.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,837 F1 · shares: Represents shares of common stock (each, a Company Share), par value $0.001 per share, of Nuance Communications, Inc. (the Company) underlying restricted stock units (Company RSUs). Pursuant to the Agreement and Plan of Merger, dated as of April 11, 2021, by and among the Company, Microsoft Corporation and Big Sky Merger Sub Inc. (Merger Sub), each outstanding Company RSU award was canceled and converted into the right to receive an amount in cash, without interest and less any applicable tax withholdings, equal to the product of (i) $56.00 multiplied by (ii) the number of Company Shares underlying the Company RSU award. F1 · price: Represents shares of common stock (each, a Company Share), par value $0.001 per share, of Nuance Communications, Inc. (the Company) underlying restricted stock units (Company RSUs). Pursuant to the Agreement and Plan of Merger, dated as of April 11, 2021, by and among the Company, Microsoft Corporation and Big Sky Merger Sub Inc. (Merger Sub), each outstanding Company RSU award was canceled and converted into the right to receive an amount in cash, without interest and less any applicable tax withholdings, equal to the product of (i) $56.00 multiplied by (ii) the number of Company Shares underlying the Company RSU award. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 16:35 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantPhantom Stock · Derivative | 5,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001726511-22-000002 · edgardoc.xml · derivative · entry 2 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,670 Underlying: Common Stock · 5,670 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock. F4 · price: Upon the vesting on January 1, 2022 of the restricted stock units granted to the reporting person on January 1, 2021, the reporting person deferred receipt of the 5,670 shares of common stock and received instead 5,670 shares of phantom stock pursuant to the issuer's Non-Qualified Deferred Compensation Plan for directors. As a result, the reporting person is reporting the acquisition of 5,670 shares of phantom stock. F3 · derivative.exercise_date: The phantom stock becomes payable upon the reporting person ceasing to be a Director (as defined in the issuer's Non-Qualified Deferred Compensation Plan for directors) of the Company. F3 · derivative.expiration_date: The phantom stock becomes payable upon the reporting person ceasing to be a Director (as defined in the issuer's Non-Qualified Deferred Compensation Plan for directors) of the Company. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 16:35 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantCommon Stock | 4,519 | $0.00 | $4.52 |
DisclosureSEC source: 0001726511-22-000002 · edgardoc.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,356 F1 · shares: Shares are subject to a Restricted Stock Purchase Agreement and were issued pursuant to the 2020 Stock Plan. Shares will vest on the first anniversary of the date of grant. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 19:57 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantRestricted Stock Units · Derivative | 5,670 | $0.00 | $5.67 |
DisclosureSEC source: 0001726511-21-000002 · edgardoc.xml · derivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,670 Underlying: Common Stock · 5,670 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units were issued pursuant to the issuer's 2020 Stock Plan. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock and will vest on the first anniversary of the date of grant. The reporting person has elected to defer receipt of shares upon vesting of the restricted stock units pursuant to the issuer's Non-Qualified Deferred Compensation Plan for directors. F1 · shares: The restricted stock units were issued pursuant to the issuer's 2020 Stock Plan. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock and will vest on the first anniversary of the date of grant. The reporting person has elected to defer receipt of shares upon vesting of the restricted stock units pursuant to the issuer's Non-Qualified Deferred Compensation Plan for directors. F1 · derivative.exercise_date: The restricted stock units were issued pursuant to the issuer's 2020 Stock Plan. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock and will vest on the first anniversary of the date of grant. The reporting person has elected to defer receipt of shares upon vesting of the restricted stock units pursuant to the issuer's Non-Qualified Deferred Compensation Plan for directors. F1 · derivative.expiration_date: The restricted stock units were issued pursuant to the issuer's 2020 Stock Plan. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock and will vest on the first anniversary of the date of grant. The reporting person has elected to defer receipt of shares upon vesting of the restricted stock units pursuant to the issuer's Non-Qualified Deferred Compensation Plan for directors. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 16:16 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantCommon Stock | 14,050 | $0.00 | $14.05 |
DisclosureSEC source: 0001726511-20-000002 · edgardoc.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,837 F1 · shares: Shares are subject to a Restricted Stock Purchase Agreement and were issued pursuant to the 1995 Directors' Stock Plan. Shares will vest on the first anniversary of the date of grant. F2 · balance_after: On October 1, 2019, Nuance Communications, Inc., the Issuer, announced the completion of the spin off of its Auto division. In connection with the spin off, outstanding Issuer restricted stock units were adjusted such that each restricted stock unit award was converted into 1.16667 restricted stock units. The table above reflects the number of restricted stock units, as adjusted for the spin off. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 17:10 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantCommon Stock | 19,098 | $0.00 | $19.10 |
DisclosureSEC source: 0001726511-19-000002 · edgardoc.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,254 F1 · shares: Shares are subject to a Restricted Stock Purchase Agreement and were issued pursuant to the 1995 Directors' Stock Plan. Shares will vest on the first anniversary of the date of grant. Read SEC document |
| December 19, 2017 Filed Dec 27, 2017 17:33 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantCommon Stock | 30,156 | $0.00 | $30.16 |
DisclosureSEC source: 0001726511-17-000004 · edgardoc.xml · nonDerivative · entry 1 Kaiser Laura S. · CIK 0001726511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,156 F1 · shares: Shares are subject to a Restricted Stock Purchase Agreement and were issued pursuant to the 1995 Directors' Stock Plan. One-third of the shares vest on the first, second and third anniversaries of the date of grant. 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.