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 | 11,266 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 3,457 · Balance 11,266 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.
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 22:13 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 3,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001786127-26-000004 · form4-05192026_100548.xml · nonDerivative · entry 1 Ward Lynne N. · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,266 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 07, 2026 Filed May 11, 2026 17:04 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 5,000 | $62.61 | $313,035.00 |
DisclosureSEC source: 0001786127-26-000002 · form4-05112026_050527.xml · nonDerivative · entry 1 Ward Lynne N. · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,809 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.395 to $62.815, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or 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 Form 4. Read SEC document |
| August 22, 2025 Filed Aug 25, 2025 16:06 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 3,000 | $0.00 Strike: $34.46 | $0.00 |
DisclosureSEC source: 0001415889-25-022869 · form4-08252025_040845.xml · derivative · entry 3 Ward Lynne N. · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2026-08-28 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. F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 08/28/2020. Read SEC document |
| August 22, 2025 Filed Aug 25, 2025 16:06 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 3,000 | $88.56 | $265,680.00 |
DisclosureSEC source: 0001415889-25-022869 · form4-08252025_040845.xml · nonDerivative · entry 2 Ward Lynne N. · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,809 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.49 to $88.77, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or 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 Form 4. Read SEC document |
| August 22, 2025 Filed Aug 25, 2025 16:06 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 3,000 | $34.46 | $103,380.00 |
DisclosureSEC source: 0001415889-25-022869 · form4-08252025_040845.xml · nonDerivative · entry 1 Ward Lynne N. · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,809 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. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 16:12 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 2,433 | $0.00 Strike: $34.46 | $0.00 |
DisclosureSEC source: 0001415889-25-021473 · form4-08122025_040818.xml · derivative · entry 3 Ward Lynne N. · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 5,433 shares Expires 2026-08-28 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_date: Becomes exercisable in equal annual installments of 33% commencing 08/28/2020. Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 16:12 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 2,433 | $84.89 | $206,535.91 |
DisclosureSEC source: 0001415889-25-021473 · form4-08122025_040818.xml · nonDerivative · entry 2 Ward Lynne N. · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,809 Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 16:12 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 2,433 | $34.46 | $83,841.18 |
DisclosureSEC source: 0001415889-25-021473 · form4-08122025_040818.xml · nonDerivative · entry 1 Ward Lynne N. · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,242 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. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:49 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-013721 · form4-05192025_100520.xml · nonDerivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,809 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 21:44 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 2,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-013806 · form4-05202024_090546.xml · nonDerivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,657 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 22, 2023 18:51 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 2,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008484 · form4-05222023_060542.xml · nonDerivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,226 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 |
| March 08, 2023 Filed Mar 10, 2023 23:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 2,000 | $0.00 Strike: $34.46 | $0.00 |
DisclosureSEC source: 0001415889-23-004692 · form4-03102023_110336.xml · derivative · entry 3 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,433 Underlying: Common Stock · 2,000 shares Expires 2026-08-28 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. F2 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 08/28/2020. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 23:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 11,585 | $66.71 | $772,789.01 |
DisclosureSEC source: 0001415889-23-004692 · form4-03102023_110336.xml · nonDerivative · entry 2 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,964 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.51 to $66.86, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or 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 Form 4. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 23:32 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 2,000 | $34.46 | $68,920.00 |
DisclosureSEC source: 0001415889-23-004692 · form4-03102023_110336.xml · nonDerivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,549 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. Read SEC document |
| May 24, 2022 Filed May 26, 2022 22:43 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 3,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005726 · form4-05262022_030539.xml · nonDerivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,549 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 |
| September 15, 2021 Filed Sep 17, 2021 19:53 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 14,867 | $0.00 Strike: $34.46 | $0.00 |
DisclosureSEC source: 0001415889-21-004479 · form4-09172021_120931.xml · derivative · entry 3 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,433 Underlying: Common Stock · 14,867 shares Expires 2026-08-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 08/28/2020. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 19:53 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | SaleCommon Stock, No Par Value | 9,470 | $71.83 | $680,230.10 |
DisclosureSEC source: 0001415889-21-004479 · form4-09172021_120931.xml · nonDerivative · entry 2 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,499 F1 · price: The price reported in Column 4 of Table 1 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.538 to $72.02, inclusive. The Reporting Person undertakes to provide to Merit Medical Systems, Inc., any security holder of Merit Medical Systems, Inc., or 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 Form 4. F2 · balance_after: The total reported in Column 5 of Table I includes 4,188 fully-vested restricted stock units and 2,914 restricted stock units that vest on June 17, 2022. Vesting of restricted stock units is subject to continued service to the issuer through the vesting date. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 19:53 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Exercise / conversionCommon Stock, No Par Value | 14,867 | $34.46 | $512,316.82 |
DisclosureSEC source: 0001415889-21-004479 · form4-09172021_120931.xml · nonDerivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,969 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. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 23:09 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 2,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003133 · form4-06212021_040627.xml · nonDerivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,102 F1 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 2,914 restricted stock units under the Merit Medical System, Inc. 2018 Long-Term Incentive Plan. The reporting person has reported prior awards of restricted stock units in Table II of Form 4. The total reported in Column 5 of Table I includes the 2,914 newly awarded restricted stock units that vest on June 17, 2022 and 4,188 previously reported time-vesting restricted stock units that vest on June 22, 2021. Vesting of restricted stock units is subject to continued service to the issuer through the vesting date. Read SEC document |
| June 22, 2020 Filed Jun 25, 2020 00:47 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantRestricted Stock Unit · Derivative | 4,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-001694 · form4-06242020_050625.xml · derivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,188 Underlying: Common Stock · 4,188 shares Expires 2021-06-22 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · derivative.exercise_date: Each restricted stock unit vests on June 22, 2021 subject to continued service to the Issuer through the vesting date. Read SEC document |
| August 28, 2019 Filed Aug 28, 2019 23:59 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantNon-qualified stock options (right to buy) · Derivative | 22,300 | $0.00 Strike: $34.46 | $0.00 |
DisclosureSEC source: 0000856982-19-000121 · wf-form4_156703672359435.xml · derivative · entry 1 Ward Lynne · CIK 0001786127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,300 Underlying: Common Stock · 22,300 shares Expires 2026-08-28 F1 · derivative.exercise_date: Becomes exercisable in equal annual installments of 33% commencing 08/28/2020. 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.