Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MERIT MEDICAL SYSTEMS INCMMSI · Entity 3858 | Chief Commercial Officer | May 11, 2026 | May 13, 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 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, No Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 2,220 |
Reported balance
After 2026-05-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-11 · Purchase · Acquired 1,626 · Balance 2,220 F1: Represents plan holdings as of 05/11/2026. |
| Common Stock, No Par ValueSEC Table I · non-derivative | Direct | 30,334 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 30,334 |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $70.50 · Expires 2028-10-04 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 25,000 F2: Become exercisable in equal annual installments of 25% commencing on 10/4/2022. |
| Non-qualified stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.95 · Expires 2030-03-31 | Direct | 8,259 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,259 F3: Become exercisable in equal annual installments of 25% commencing on 3/31/2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents plan holdings as of 05/11/2026.
F2: Become exercisable in equal annual installments of 25% commencing on 10/4/2022.
F3: Become exercisable in equal annual installments of 25% commencing on 3/31/2024.
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 11, 2026 Filed May 13, 2026 17:19 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | PurchaseCommon Stock, No Par Value | 1,626 | $61.00 | $99,186.00 |
DisclosureSEC source: 0002072266-26-000004 · form4-05132026_050513.xml · nonDerivative · entry 2 Smith Christian Adam · CIK 0002072266 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Plan Disclosed balance after: 2,220 F1 · ownership.nature: Represents plan holdings as of 05/11/2026. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:00 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | Tax withholdingCommon Stock, No Par Value | 2,018 | $78.02 | $157,444.36 |
DisclosureSEC source: 0002072266-26-000002 · form4-03022026_060356.xml · nonDerivative · entry 5 Smith Christian Adam · CIK 0002072266 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,334 F5 · shares: The Reporting Person surrendered 2,018 shares of common stock to the Issuer for payroll and income taxes. No shares were sold in the open market. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:00 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 6,762 | $0.00 | $0.00 |
DisclosureSEC source: 0002072266-26-000002 · form4-03022026_060356.xml · nonDerivative · entry 4 Smith Christian Adam · CIK 0002072266 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,352 F4 · shares: These shares were acquired upon a determination of the Company's Compensation and Talent Development Committee that certain conditions had been met for the issuance of such shares pursuant to performance stock units that were granted on 03/31/2023. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:00 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 6,409 | $0.00 | $0.00 |
DisclosureSEC source: 0002072266-26-000002 · form4-03022026_060356.xml · nonDerivative · entry 3 Smith Christian Adam · CIK 0002072266 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,590 F3 · shares: Represents a grant of RSUs. The RSUs vest in two equal installments on each of the second and the third anniversaries of the grant date, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 19:00 UTC | MERIT MEDICAL SYSTEMS INC MMSI · Entity 3858 | GrantCommon Stock, No Par Value | 8,203 | $0.00 | $0.00 |
DisclosureSEC source: 0002072266-26-000002 · form4-03022026_060356.xml · nonDerivative · entry 2 Smith Christian Adam · CIK 0002072266 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,181 F2 · shares: Represents a grant of restricted stock units ("RSUs"). The RSUs vest in three equal annual installments on each of the first three anniversaries of the grant date, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the contingent right to receive one share of Common Stock upon vesting. 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.