Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inspire Medical Systems, Inc.INSP · Entity 1186 | Director | May 08, 2026 | May 11, 2026 |
| SURMODICS INCSRDX · Entity 72915 | Director | February 13, 2020 | February 18, 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.
Inspire Medical Systems, Inc.
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,712 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Sale · Disposed 696 · Balance 27,712 |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 3,000 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,000 |
SURMODICS INC
Report date February 13, 2020 · Filed February 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,210 |
Reported balance
After 2020-02-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-13 · Grant · Acquired 1,452 · Balance 9,210 F1: The amount beneficially owned includes 6,788 restricted stock units (RSUs) that vest on service-based vesting dates and 2,422 deferred stock units (DSUs) that are vested upon issuance, each of which will be settled in shares of the issuer's common stock on a 1 for 1 basis when the reporting person's service as a director ends. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.58 · Expires 2027-02-13 | Direct | 4,218 |
Reported balance
After 2020-02-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-02-13 · Grant · Acquired 4,218 · Balance 4,218 F2: The stock options vest ratably on a monthly basis and become fully vested on February 13, 2021, the 12-month anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The amount beneficially owned includes 6,788 restricted stock units (RSUs) that vest on service-based vesting dates and 2,422 deferred stock units (DSUs) that are vested upon issuance, each of which will be settled in shares of the issuer's common stock on a 1 for 1 basis when the reporting person's service as a director ends.
F2: The stock options vest ratably on a monthly basis and become fully vested on February 13, 2021, the 12-month anniversary of the grant date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ENTELLUS MEDICAL INC
Report date February 28, 2018 · Filed March 01, 2018
Section 16 reporting ended · disclosed 2018-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-02-28 transaction · row 1
1 source rowRow 1 · 2018-02-28 · Disposition to issuer · Disposed 5,441 · Balance 0 F1: Disposed of pursuant to an Agreement and Plan of Merger, dated December 7, 2017, between Entellus Medical, Inc., Stryker Corporation and Explorer Merger Sub Corp. in exchange for a cash payment of $24.00 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.36 · Expires 2024-11-09 | Direct | 0 |
Reported balance
After 2018-02-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-02-28 · Disposition to issuer · Disposed 15,000 · Balance 0 F2: This option, which provided for vesting in quarterly installments over 36 months commencing on December 1, 2014, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.26 · Expires 2026-06-14 | Direct | 0 |
Reported balance
After 2018-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-02-28 · Disposition to issuer · Disposed 10,000 · Balance 0 F3: This option, which provided for vesting in full on the earlier of June 14, 2017 and the date of the annual stockholder meeting following June 14, 2016, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.38 · Expires 2027-06-13 | Direct | 0 |
Reported balance
After 2018-02-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-28 · Disposition to issuer · Disposed 5,000 · Balance 0 F4: This option, which provided for vesting in full on the earlier of June 13, 2018 and the date of the annual stockholder meeting following June 13, 2017, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to an Agreement and Plan of Merger, dated December 7, 2017, between Entellus Medical, Inc., Stryker Corporation and Explorer Merger Sub Corp. in exchange for a cash payment of $24.00 per share.
F2: This option, which provided for vesting in quarterly installments over 36 months commencing on December 1, 2014, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option.
F3: This option, which provided for vesting in full on the earlier of June 14, 2017 and the date of the annual stockholder meeting following June 14, 2016, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option.
F4: This option, which provided for vesting in full on the earlier of June 13, 2018 and the date of the annual stockholder meeting following June 13, 2017, was canceled in the merger in exchange for a cash payment equal to: (a) the number of shares of Issuer common stock underlying the option, multiplied by (b) the excess of $24.00 over the per share exercise price of such option.
NEVRO CORP
Report date April 03, 2025 · Filed April 03, 2025
Section 16 reporting ended · disclosed 2025-04-03. 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 2025-04-03 transaction · row 1
1 source rowRow 1 · 2025-04-03 · Disposition to issuer · Disposed 46,035 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated February 6, 2025, by and among the Issuer, Globus Medical, Inc. ("Globus") and Palmer Merger Sub, Inc., a direct, wholly owned subsidiary of Globus ("Merger Sub"), Merger Sub merged with and into the Issuer, and the Issuer became a wholly owned subsidiary of Globus upon consummation of the merger (the "Effective Time"). F2: At the Effective Time, (i) each outstanding share of Common Stock was automatically converted into the right to receive $5.85 in cash (the "Merger Consideration"), (ii) each outstanding award of restricted stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of Common Stock underlying such award and (b) the Merger Consideration, and (iii) each outstanding award of performance stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of Common Stock underlying such award, assuming that the applicable performance goals have been achieved at the greater of target and actual level of performance as determined by the compensation committee, and (b) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated February 6, 2025, by and among the Issuer, Globus Medical, Inc. ("Globus") and Palmer Merger Sub, Inc., a direct, wholly owned subsidiary of Globus ("Merger Sub"), Merger Sub merged with and into the Issuer, and the Issuer became a wholly owned subsidiary of Globus upon consummation of the merger (the "Effective Time").
F2: At the Effective Time, (i) each outstanding share of Common Stock was automatically converted into the right to receive $5.85 in cash (the "Merger Consideration"), (ii) each outstanding award of restricted stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of Common Stock underlying such award and (b) the Merger Consideration, and (iii) each outstanding award of performance stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of Common Stock underlying such award, assuming that the applicable performance goals have been achieved at the greater of target and actual level of performance as determined by the compensation committee, and (b) the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| February 20, 2018 Filed Feb 22, 2018 16:57 UTC | SURMODICS INC SRDX · Entity 72915 | GrantCommon Stock | 1,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012497 · doc4.xml · nonDerivative · entry 1 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,403 F1 · balance_after: The amount beneficially owned includes 4,477 restricted stock units (RSUs) that vest on service-based vesting dates and 1,926 deferred stock units (DSUs) that are vested upon issuance, each of which will be settled in shares of the issuer's common stock on a 1 for 1 basis when the reporting person's service as a director ends. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 20:26 UTC | ENTELLUS MEDICAL INC ENTL · Entity 16119 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $13.38 | $0.00 |
DisclosureSEC source: 0001235802-17-000082 · primary_doc.xml · derivative · entry 2 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2027-06-13 F2 · derivative.exercise_date: This option vests in full on the earlier to occur of June 13, 2018 and the date of the Company's annual meeting of stockholders immediately following June 13, 2017, subject to the Reporting Person's continued service with the Company through the applicable vesting date. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 20:26 UTC | ENTELLUS MEDICAL INC ENTL · Entity 16119 | GrantCommon Stock, $0.001 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001235802-17-000082 · primary_doc.xml · nonDerivative · entry 1 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,441 F1 · shares: Includes 2,500 shares that will be issued over time upon vesting pursuant to a restricted stock unit granted under the Entellus Medical, Inc. 2015 Incentive Award Plan. F1 · balance_after: Includes 2,500 shares that will be issued over time upon vesting pursuant to a restricted stock unit granted under the Entellus Medical, Inc. 2015 Incentive Award Plan. Read SEC document |
| May 25, 2017 Filed May 30, 2017 22:54 UTC | NEVRO CORP NVRO · Entity 12422 | GrantStock Option (Right to Buy) · Derivative | 3,545 | $0.00 Strike: $74.07 | $0.00 |
DisclosureSEC source: 0001140361-17-022923 · doc1.xml · derivative · entry 2 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,545 Underlying: Common Stock · 3,545 shares Expires 2027-05-24 F3 · derivative.exercise_date: 1/12th of the shares subject to the option vest on each monthly anniversary measured from May 25, 2017 (the "Vesting Commencement Date"), such that 100% of the shares subject to the option will be fully vested and exercisable on the first anniversary of the Vesting Commencement Date, subject to the Reporting Person's continued service to the issuer. Read SEC document |
| May 25, 2017 Filed May 30, 2017 22:54 UTC | NEVRO CORP NVRO · Entity 12422 | GrantCommon Stock | 1,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-022923 · doc1.xml · nonDerivative · entry 1 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,518 F1 · shares: Constitute restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs shall vest on the one year anniversary of May 25, 2017, subject to the Reporting Person's continued service to the issuer. F2 · balance_after: Includes 1,518 RSUs. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 16:52 UTC | SURMODICS INC SRDX · Entity 72915 | GrantStock Option (right to buy) · Derivative | 3,932 | $0.00 Strike: $23.95 | $0.00 |
DisclosureSEC source: 0001209191-17-011516 · doc4.xml · derivative · entry 2 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,932 Underlying: Common Stock · 3,932 shares Expires 2024-02-14 F2 · derivative.exercise_date: The award vests in full on February 14, 2018. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 16:52 UTC | SURMODICS INC SRDX · Entity 72915 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011516 · doc4.xml · nonDerivative · entry 1 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,664 F1 · balance_after: The amount beneficially owned includes 2,738 restricted stock units (RSUs) that vest on service-based vesting dates and 1,926 deferred stock units (DSUs) that are vested upon issuance, each of which will be settled in shares of the issuer's common stock on a 1 for 1 basis when the reporting person's service as a director ends. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 17:16 UTC | SURMODICS INC SRDX · Entity 72915 | GrantCommon Stock | 447 | $25.40 | $11,353.80 |
DisclosureSEC source: 0001209191-17-001183 · doc4.xml · nonDerivative · entry 1 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,412 F1 · shares: The reporting person elected to receive vested deferred stock units (DSUs) in lieu of quarterly cash retainer payments. The DSUs are settled in shares of the issuer's common stock as described below. F2 · balance_after: The amount beneficially owned includes 1,486 restricted stock units (RSUs) that vest on service-based vesting dates and 1,926 deferred stock units (DSUs) that are vested upon issuance, each of which will be settled in shares of the issuer's common stock on a 1 for 1 basis when the reporting person's service as a director ends. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:50 UTC | SURMODICS INC SRDX · Entity 72915 | GrantCommon Stock | 378 | $30.09 | $11,374.02 |
DisclosureSEC source: 0001209191-16-144370 · doc4.xml · nonDerivative · entry 1 McCormick Shawn · CIK 0001454092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,965 F1 · shares: The reporting person elected to receive vested deferred stock units (DSUs) in lieu of quarterly cash retainer payments. The DSUs are settled in shares of the issuer's common stock as described below. F2 · balance_after: The amount beneficially owned includes 1,486 restricted stock units (RSUs) that vest on service-based vesting dates and 1,479 deferred stock units (DSUs) that are vested upon issuance, each of which will be settled in shares of the issuer's common stock on a 1 for 1 basis when the reporting persons' service as a director ends. 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.