Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NUVASIVE INCNUVA · Entity 110002 | Director | May 09, 2019 | May 10, 2019 |
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | April 28, 2026 | April 30, 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.
NUVASIVE INC
Report date May 09, 2019 · Filed May 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,577 |
Reported balance
After 2019-05-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-05-09 · Grant · Acquired 2,577 · Balance 2,577 F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F2: Award of RSUs pursuant to Issuer's Board of Director's compensation policies granted under Issuer's 2014 Equity Incentive Plan. The grant will vest in full on the first to occur of (1) Issuer's 2020 Annual Meeting of Stockholders, or (2) the one-year anniversary of the date of grant. Settlement of this Award has been deferred until the one-year anniversary from the date of the Issuer's 2019 Annual Meeting of Stockholders, to May 9, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting.
F2: Award of RSUs pursuant to Issuer's Board of Director's compensation policies granted under Issuer's 2014 Equity Incentive Plan. The grant will vest in full on the first to occur of (1) Issuer's 2020 Annual Meeting of Stockholders, or (2) the one-year anniversary of the date of grant. Settlement of this Award has been deferred until the one-year anniversary from the date of the Issuer's 2019 Annual Meeting of Stockholders, to May 9, 2020.
RYAN SPECIALTY HOLDINGS, INC.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 238,963 |
Reported balance
After 2026-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 5,757 · Balance 238,963 F1: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F2: Includes 20,580 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 581,952 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 581,952 F3: The reported securities are held by the Trust of Michael D. O'Halleran dated January 17, 1997. The reporting person may be deemed to be the beneficial owner of the reported securities but disclaims such ownership except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3).
F2: Includes 20,580 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors.
F3: The reported securities are held by the Trust of Michael D. O'Halleran dated January 17, 1997. The reporting person may be deemed to be the beneficial owner of the reported securities but disclaims such ownership except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 30, 2026 18:22 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 5,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001023265-26-000002 · wk-form4_1777587723.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,963 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F2 · balance_after: Includes 20,580 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 16:29 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029082 · wk-form4_1748982568.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,206 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3) F2 · balance_after: Includes 14,823 Restricted Stock Units (RSUs) that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Corrects a typographical error in Footnote 2 of the reporting person's Form 4 filed on 05/02/2024 which should have reported 12,500 RSUs that had a deferred election. Read SEC document |
| April 30, 2024 Filed May 2, 2024 17:10 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003723 · primarydocument.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,883 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 12,250 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:17 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026689 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,387 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 10,004 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F3 · balance_after: The number of shares of Class A Common Stock beneficially owned by the reporting person has been adjusted by 2,829 shares to correct for an administrative error on the Form 4 filed on 11/17/2022 that incorrectly understated the number of shares of Class A Common Stock held directly by the reporting person. Read SEC document |
| November 17, 2022 Filed Nov 17, 2022 20:33 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 7,724 | $34.62 | $267,373.98 |
DisclosureSEC source: 0001209191-22-057745 · doc4.xml · nonDerivative · entry 4 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 581,952 F5 · price: The price reported is a weighted average price. These shares of Class A Common Stock were purchased in multiple transactions ranging from $34.24 to $35.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the ranges set forth in this footnote. F2 · ownership.nature: The reported securities are held by the Trust of Michael D. O'Halleran dated January 17, 1997. The reporting person may be deemed to be the beneficial owner of the reported securities but disclaims such ownership except to the extent of their pecuniary interest therein. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 20:33 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 1,420 | $34.20 | $48,563.72 |
DisclosureSEC source: 0001209191-22-057745 · doc4.xml · nonDerivative · entry 3 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 574,228 F4 · price: The price reported is a weighted average price. These shares of Class A Common Stock were purchased in multiple transactions ranging from $34.13 to $34.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the ranges set forth in this footnote. F2 · ownership.nature: The reported securities are held by the Trust of Michael D. O'Halleran dated January 17, 1997. The reporting person may be deemed to be the beneficial owner of the reported securities but disclaims such ownership except to the extent of their pecuniary interest therein. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 20:33 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 8,580 | $33.59 | $288,214.21 |
DisclosureSEC source: 0001209191-22-057745 · doc4.xml · nonDerivative · entry 2 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 572,808 F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock were purchased in multiple transactions ranging from $33.145 to $34.12, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the ranges set forth in this footnote. F2 · ownership.nature: The reported securities are held by the Trust of Michael D. O'Halleran dated January 17, 1997. The reporting person may be deemed to be the beneficial owner of the reported securities but disclaims such ownership except to the extent of their pecuniary interest therein. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 20:33 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 11,750 | $33.71 | $396,058.43 |
DisclosureSEC source: 0001209191-22-057745 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 564,228 F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001 (the "Class A Common Stock"), of Ryan Specialty Holdings, Inc. (the "Issuer") were purchased in multiple transactions ranging from $33.57 to $33.9199, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the ranges set forth in this footnote. F2 · ownership.nature: The reported securities are held by the Trust of Michael D. O'Halleran dated January 17, 1997. The reporting person may be deemed to be the beneficial owner of the reported securities but disclaims such ownership except to the extent of their pecuniary interest therein. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 16:11 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035366 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,573 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 7,190 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 16:51 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 4,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020550 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,744 F1 · shares: The reported securities represents Restricted Stock Units that were fully vested upon grant for which the reporting person has elected to defer settlement until his separation from service on the board of directors. F2 · balance_after: Includes 4,361 Restricted Stock Units that were fully vested upon grant for which the reporting person has elected to defer settlement until his separation from service on the board of directors. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 16:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 199,000 | $23.50 | $4,676,500.00 |
DisclosureSEC source: 0000899243-21-030343 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,383 Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 18:23 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Disposition to issuerCommon Units [Obligation to Sell] · Derivative | 97,496 | $22.33 | $2,176,598.20 |
DisclosureSEC source: 0000899243-21-029739 · doc4.xml · derivative · entry 2 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · In trust of Trust of Michael D. O'Halleran Dated January 17, 1997 Disclosed balance after: 0 Underlying: Class A Common Stock · 97,496 shares Expires not disclosed F1 · derivative.exercise_price: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F1 · derivative.exercise_date: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F1 · derivative.expiration_date: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 18:23 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Disposition to issuerCommon Units [Obligation to Sell] · Derivative | 3,420 | $22.33 | $76,351.50 |
DisclosureSEC source: 0000899243-21-029739 · doc4.xml · derivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,420 shares Expires not disclosed F1 · derivative.exercise_price: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F1 · derivative.exercise_date: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F1 · derivative.expiration_date: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| May 09, 2019 Filed May 10, 2019 18:01 UTC | NUVASIVE INC NUVA · Entity 110002 | GrantRSUs · Derivative | 2,577 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029065 · doc4.xml · derivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,577 Underlying: Common Stock · 2,577 shares Expires not disclosed F1 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F2 · derivative.exercise_date: Award of RSUs pursuant to Issuer's Board of Director's compensation policies granted under Issuer's 2014 Equity Incentive Plan. The grant will vest in full on the first to occur of (1) Issuer's 2020 Annual Meeting of Stockholders, or (2) the one-year anniversary of the date of grant. Settlement of this Award has been deferred until the one-year anniversary from the date of the Issuer's 2019 Annual Meeting of Stockholders, to May 9, 2020. F2 · derivative.expiration_date: Award of RSUs pursuant to Issuer's Board of Director's compensation policies granted under Issuer's 2014 Equity Incentive Plan. The grant will vest in full on the first to occur of (1) Issuer's 2020 Annual Meeting of Stockholders, or (2) the one-year anniversary of the date of grant. Settlement of this Award has been deferred until the one-year anniversary from the date of the Issuer's 2019 Annual Meeting of Stockholders, to May 9, 2020. Read SEC document |
| May 03, 2019 Filed May 7, 2019 17:52 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionRSUs · Derivative | 3,230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028042 · doc4.xml · derivative · entry 2 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,230 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. F2 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F3 · derivative.exercise_date: This RSU award was granted to the Reporting Person on May 3, 2018 and is fully vested. F3 · derivative.expiration_date: This RSU award was granted to the Reporting Person on May 3, 2018 and is fully vested. Read SEC document |
| May 03, 2019 Filed May 7, 2019 17:52 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionCommon Stock | 3,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028042 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 18,816 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 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 17:58 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionRSUs · Derivative | 3,161 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045373 · doc4.xml · derivative · entry 2 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,161 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. F2 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F3 · derivative.exercise_date: This RSU award was granted to the Reporting Person on August 1, 2016 and is fully vested. F3 · derivative.expiration_date: This RSU award was granted to the Reporting Person on August 1, 2016 and is fully vested. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 17:58 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionCommon Stock | 3,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045373 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,586 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 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| May 18, 2018 Filed May 22, 2018 17:57 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionRSUs · Derivative | 2,130 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-032399 · doc4.xml · derivative · entry 2 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,130 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. F2 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F3 · derivative.exercise_date: This RSU award was granted to the Reporting Person on May 18, 2017 and is fully vested. F3 · derivative.expiration_date: This RSU award was granted to the Reporting Person on May 18, 2017 and is fully vested. Read SEC document |
| May 18, 2018 Filed May 22, 2018 17:57 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionCommon Stock | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-032399 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,425 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 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| May 03, 2018 Filed May 7, 2018 18:09 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionRSUs · Derivative | 3,230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028418 · doc4.xml · derivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,230 Underlying: Common Stock · 3,230 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 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F2 · derivative.exercise_date: Award of RSUs pursuant to Issuer's Board of Director's compensation policies granted under Issuer's 2014 Equity Incentive Plan. The grant will vest in full on the first to occur of (1) Issuer's 2019 Annual Meeting of Stockholders, or (2) the one-year anniversary of the date of grant. Settlement of this Award has been deferred until the one-year anniversary from the date of the Issuer's 2018 Annual Meeting of Stockholders, to May 3, 2019. F2 · derivative.expiration_date: Award of RSUs pursuant to Issuer's Board of Director's compensation policies granted under Issuer's 2014 Equity Incentive Plan. The grant will vest in full on the first to occur of (1) Issuer's 2019 Annual Meeting of Stockholders, or (2) the one-year anniversary of the date of grant. Settlement of this Award has been deferred until the one-year anniversary from the date of the Issuer's 2018 Annual Meeting of Stockholders, to May 3, 2019. Read SEC document |
| May 18, 2017 Filed May 22, 2017 17:54 UTC | NUVASIVE INC NUVA · Entity 110002 | GrantRSUs · Derivative | 2,130 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034408 · doc4.xml · derivative · entry 3 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,130 Underlying: Common Stock · 2,130 shares Expires not disclosed F2 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F4 · derivative.exercise_date: Award of RSUs pursuant to Issuer's Board of Director's compensation policies granted under Issuer's 2014 Equity Incentive Plan. The grant will vest in full on the first to occur of (1) Issuer's 2018 Annual Meeting of Stockholders, or (2) the one-year anniversary of the date of grant. F4 · derivative.expiration_date: Award of RSUs pursuant to Issuer's Board of Director's compensation policies granted under Issuer's 2014 Equity Incentive Plan. The grant will vest in full on the first to occur of (1) Issuer's 2018 Annual Meeting of Stockholders, or (2) the one-year anniversary of the date of grant. Read SEC document |
| May 18, 2017 Filed May 22, 2017 17:54 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionRSUs · Derivative | 1,890 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034408 · doc4.xml · derivative · entry 2 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,890 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. F2 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's common stock upon vesting. F3 · derivative.exercise_date: This RSU award was granted to the Reporting Person on August 1, 2016. In accordance with the terms of the RSU award, the award vested in full on May 18, 2017, the date of the Issuer's 2017 Annual Meeting of Stockholders. F3 · derivative.expiration_date: This RSU award was granted to the Reporting Person on August 1, 2016. In accordance with the terms of the RSU award, the award vested in full on May 18, 2017, the date of the Issuer's 2017 Annual Meeting of Stockholders. Read SEC document |
| May 18, 2017 Filed May 22, 2017 17:54 UTC | NUVASIVE INC NUVA · Entity 110002 | Exercise / conversionCommon Stock | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034408 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,295 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 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Company equity awards. Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 17:48 UTC | NUVASIVE INC NUVA · Entity 110002 | PurchaseCommon Stock | 4,200 | $58.26 | $244,692.00 |
DisclosureSEC source: 0001209191-16-148918 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 8,405 F1 · price: Weighted average purchase price from purchase transactions ranging from $58.14 to $58.36. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares purchased at each separate price. F2 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Issuer equity awards. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 17:56 UTC | NUVASIVE INC NUVA · Entity 110002 | PurchaseCommon Stock | 4,205 | $59.47 | $250,071.35 |
DisclosureSEC source: 0001209191-16-148022 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 4,205 F1 · price: Weighted average purchase price from purchase transactions ranging from $59.44 to $59.51. Upon request by the Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares purchased at each separate price. F2 · balance_after: Shares directly held by the Reporting Person. The Reporting Person also holds conditional rights to receive shares pursuant to previously disclosed Issuer equity awards. 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.