Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHOULDER INNOVATIONS, INC.SI · Entity 5607 | Chief Financial Officer | March 13, 2026 | March 17, 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.
SHOULDER INNOVATIONS, INC.
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,785 |
Ending reported balance
After 2026-03-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-13 · Exercise / conversion · Acquired 13,264 · Balance 68,785 Row 2 · 2026-03-13 · Purchase · Acquired 2,000 · Balance 70,785 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.48 · Expires 2033-11-16 | Direct | 42,004 |
Reported balance
After 2026-03-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-13 · Exercise / conversion · Disposed 13,264 · Balance 42,004 F1: The stock option vests in 31 equal increments on the last day of each calendar month beginning on March 31, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy son | 50 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 50 |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option vests in 31 equal increments on the last day of each calendar month beginning on March 31, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cardiovascular Systems Inc
Report date April 27, 2023 · Filed April 27, 2023
Section 16 reporting ended · disclosed 2023-04-27. 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 2023-04-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-04-27 · Disposition to issuer · Disposed 138,957 · Balance 34,051 F1: Pursuant to the Agreement and Plan of Merger by and among Cardiovascular Systems, Inc., a Delaware corporation, Abbott Laboratories, an Illinois corporation, and Cobra Acquisition Co., a Delaware corporation (the "Merger Agreement"), each share of unvested restricted stock became fully vested immediately prior to the effective time of the merger. Shares of restricted stock were then cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $20.00 multiplied by the number of restricted stock units, without interest and less any required withholding of taxes. Row 2 · 2023-04-27 · Disposition to issuer · Disposed 34,051 · Balance 0 F2: Converted pursuant to the Merger Agreement into the right to receive $20.00 in cash per share, without interest and less any required withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger by and among Cardiovascular Systems, Inc., a Delaware corporation, Abbott Laboratories, an Illinois corporation, and Cobra Acquisition Co., a Delaware corporation (the "Merger Agreement"), each share of unvested restricted stock became fully vested immediately prior to the effective time of the merger. Shares of restricted stock were then cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $20.00 multiplied by the number of restricted stock units, without interest and less any required withholding of taxes.
F2: Converted pursuant to the Merger Agreement into the right to receive $20.00 in cash per share, without interest and less any required withholding taxes.
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 |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 17, 2026 17:42 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | Exercise / conversionStock Option · Derivative | 13,264 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001731414-26-000003 · wk-form4_1773783749.xml · derivative · entry 4 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,004 Underlying: Common Stock · 13,264 shares Expires 2033-11-16 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: The stock option vests in 31 equal increments on the last day of each calendar month beginning on March 31, 2025. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 17:42 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | PurchaseCommon Stock | 2,000 | $15.00 | $30,000.00 |
DisclosureSEC source: 0001731414-26-000003 · wk-form4_1773783749.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,785 Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 17:42 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | Exercise / conversionCommon Stock | 13,264 | $2.48 | $32,900.03 |
DisclosureSEC source: 0001731414-26-000003 · wk-form4_1773783749.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,785 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 |
| January 30, 2026 Filed Feb 3, 2026 16:43 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | GrantStock Option · Derivative | 126,357 | $0.00 Strike: $14.16 | $0.00 |
DisclosureSEC source: 0001731414-26-000002 · wk-form4_1770154997.xml · derivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,357 Underlying: Common Stock · 126,357 shares Expires 2033-01-30 F1 · derivative.exercise_date: The stock option vests as to one-fourth of the underlying shares on March 1st each year, beginning on March 1, 2027. Read SEC document |
| December 31, 2025 Filed Jan 8, 2026 17:05 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | GrantCommon Stock | 1,076 | $12.16 | $13,084.16 |
DisclosureSEC source: 0001731414-26-000001 · wk-form4_1767909947.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,521 F1 · kind: The Reporting Person is voluntarily reporting the acquisition of shares under the Issuer's 2025 Employee Stock Purchase Plan ("ESPP") . F2 · price: In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on December 31, 2025. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 16:57 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | PurchaseCommon Stock | 1,005 | $14.98 | $15,054.90 |
DisclosureSEC source: 0001628280-25-057080 · wk-form4_1765835818.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,445 Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 16:57 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | PurchaseCommon Stock | 995 | $14.65 | $14,576.75 |
DisclosureSEC source: 0001628280-25-057080 · wk-form4_1765835818.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,440 Read SEC document |
| September 12, 2025 Filed Sep 15, 2025 16:25 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | PurchaseCommon Stock | 1,600 | $15.67 | $25,072.00 |
DisclosureSEC source: 0001493152-25-013488 · ownership.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,445 Read SEC document |
| September 11, 2025 Filed Sep 15, 2025 16:25 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | Exercise / conversionStock Option · Derivative | 13,264 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001493152-25-013488 · ownership.xml · derivative · entry 4 Points Jeffrey S. · CIK 0001731414 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,267 Underlying: Common Stock · 13,264 shares Expires 2033-11-16 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: The stock option vests in 31 equal increments on the last day of each calendar month beginning on March 31, 2025. Read SEC document |
| September 11, 2025 Filed Sep 15, 2025 16:25 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | Exercise / conversionCommon Stock | 13,264 | $2.48 | $32,900.03 |
DisclosureSEC source: 0001493152-25-013488 · ownership.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,845 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 01, 2025 Filed Aug 5, 2025 16:05 UTC | SHOULDER INNOVATIONS, INC. SI · Entity 5607 | PurchaseCommon Stock | 50 | $15.00 | $750.00 |
DisclosureSEC source: 0001641172-25-022250 · ownership.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By son Disclosed balance after: 50 Read SEC document |
| April 27, 2023 Filed Apr 27, 2023 16:37 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Disposition to issuerCommon Stock | 34,051 | $20.00 | $681,020.00 |
DisclosureSEC source: 0001062993-23-009609 · form4.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Converted pursuant to the Merger Agreement into the right to receive $20.00 in cash per share, without interest and less any required withholding taxes. Read SEC document |
| April 27, 2023 Filed Apr 27, 2023 16:37 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Disposition to issuerCommon Stock | 138,957 | $20.00 | $2,779,140.00 |
DisclosureSEC source: 0001062993-23-009609 · form4.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,051 F1 · shares: Pursuant to the Agreement and Plan of Merger by and among Cardiovascular Systems, Inc., a Delaware corporation, Abbott Laboratories, an Illinois corporation, and Cobra Acquisition Co., a Delaware corporation (the "Merger Agreement"), each share of unvested restricted stock became fully vested immediately prior to the effective time of the merger. Shares of restricted stock were then cancelled as of the effective time of the merger in exchange for the right to receive a cash payment equal to $20.00 multiplied by the number of restricted stock units, without interest and less any required withholding of taxes. Read SEC document |
| February 13, 2023 Filed Feb 14, 2023 16:41 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 5,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003434 · form4.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,008 F2 · shares: Restrictions lapse as to 2,539 shares on 2/14/24 and as to 2,538 shares on 2/14/25. Read SEC document |
| February 12, 2023 Filed Feb 14, 2023 16:41 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 984 | $19.70 | $19,384.80 |
DisclosureSEC source: 0001062993-23-003434 · form4.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,931 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of prior restricted stock grants by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grants. Read SEC document |
| August 18, 2022 Filed Aug 23, 2022 16:10 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Disposition to issuerCommon Stock | 12,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-021196 · rdgdoc.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,915 F1 · shares: Represents shares of performance-based restricted stock granted in August 2019 that have been forfeited based on the Company's three year total shareholder return for fiscal years 2020, 2021 and 2022 versus the Company's peer group. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:53 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 3,308 | $16.64 | $55,045.12 |
DisclosureSEC source: 0001437749-22-020766 · rdgdoc.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,667 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of prior restricted stock grants by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grants. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 16:23 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 56,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-019620 · rdgdoc.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,975 F2 · shares: Subject to performance-based forfeiture of 28,374 shares based on the Company's three-year total shareholder return for fiscal years 2023, 2024 and 2025 versus the Company's peer group, and for 28,373 shares based on the Company's average annual revenue growth in fiscal years 2023, 2024 and 2025. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 16:23 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 18,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-019620 · rdgdoc.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,228 F1 · shares: Restrictions lapse as to 6,306 shares on 8/13/23 and as to 6,605 shares on each of 8/13/24 and 8/13/25. Read SEC document |
| May 20, 2022 Filed May 23, 2022 16:15 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | PurchaseCommon Stock | 3,000 | $14.50 | $43,496.10 |
DisclosureSEC source: 0001437749-22-013312 · rdgdoc.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,312 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $14.50 to $14.4985 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular Systems, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 16:20 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 5,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-002876 · rdgdoc.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,312 F1 · shares: Restrictions lapse as to 2,739 shares on 2/12/23 and as to 2,738 shares on 2/12/24. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 16:20 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | PurchaseCommon Stock | 2,000 | $18.20 | $36,400.00 |
DisclosureSEC source: 0001437749-22-002876 · rdgdoc.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,835 Read SEC document |
| August 28, 2021 Filed Aug 31, 2021 19:34 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 778 | $35.38 | $27,525.64 |
DisclosureSEC source: 0000914190-21-000314 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,835 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 18:47 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 4,680 | $36.18 | $169,322.40 |
DisclosureSEC source: 0000914190-21-000296 · edgar.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,613 F2 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 18:47 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Disposition to issuerCommon Stock | 4,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-21-000296 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,293 F1 · shares: Represents shares of performance-based restricted stock granted in August 2018 that have been forfeited based on the Company's three year total shareholder return for fiscal years 2019, 2020 and 2021 versus the Company's peer group. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 16:50 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 2,102 | $36.07 | $75,819.14 |
DisclosureSEC source: 0000914190-21-000274 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,007 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of prior restricted stock grants by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grants. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 19:12 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 22,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-21-000236 · edgar.xml · nonDerivative · entry 3 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,109 F2 · shares: Subject to performance-based forfeiture based on the Company's three-year total shareholder return for fiscal years 2022, 2023 and 2024 versus the Company's peer group. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 19:12 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 7,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-21-000236 · edgar.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,054 F1 · shares: Restrictions lapse as to 2,451 shares on each of 8/13/22 and 8/13/23 and as to 2,450 shares on 8/13/24. Read SEC document |
| May 10, 2021 Filed May 11, 2021 08:02 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | PurchaseCommon Stock | 1,000 | $34.20 | $34,200.00 |
DisclosureSEC source: 0000914190-21-000141 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,177 Read SEC document |
| December 17, 2020 Filed Aug 11, 2021 19:12 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GiftCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-21-000236 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,702 Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 17:38 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 1,022 | $35.76 | $36,546.72 |
DisclosureSEC source: 0000914190-20-000413 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,177 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 16:47 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 778 | $32.62 | $25,378.36 |
DisclosureSEC source: 0000914190-20-000365 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,199 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 17:28 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 981 | $32.77 | $32,147.37 |
DisclosureSEC source: 0000914190-20-000341 · edgar.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,977 F2 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 17:28 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Disposition to issuerCommon Stock | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-20-000341 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,958 F1 · shares: Represents shares of performance-based restricted stock granted in August 2017 that have been forfeited based on the Company's three year total shareholder return for fiscal years 2018, 2019 and 2020 versus the Company's peer group. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 16:56 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 1,046 | $31.11 | $32,541.06 |
DisclosureSEC source: 0000914190-20-000317 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,795 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 11:30 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | PurchaseCommon Stock | 1,000 | $32.01 | $32,010.00 |
DisclosureSEC source: 0000914190-20-000304 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,841 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 17:38 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 25,671 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-20-000276 · edgar.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,841 F2 · shares: Subject to performance-based forfeiture based on the Company's three-year total shareholder return for fiscal years 2021, 2022 and 2023 versus the Company's peer group. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 17:38 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 8,557 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-20-000276 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,170 F1 · shares: Restrictions lapse as to 2,853 shares on 8/13/21 and as to 2,852 shares on each of 8/13/22 and 8/13/23. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 16:15 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | SaleCommon Stock | 3,000 | $42.18 | $126,535.50 |
DisclosureSEC source: 0000914190-20-000074 · edgar.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,613 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.015 to $42.36 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular 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 footnote. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:16 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 636 | $43.94 | $27,945.84 |
DisclosureSEC source: 0000914190-19-000409 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,668 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 28, 2019 Filed Aug 30, 2019 16:10 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 484 | $50.14 | $24,267.76 |
DisclosureSEC source: 0000914190-19-000351 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,304 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 17:15 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 1,180 | $48.22 | $56,899.60 |
DisclosureSEC source: 0000914190-19-000342 · edgar.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,788 F2 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Company to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 17:15 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Disposition to issuerCommon Stock | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-19-000342 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,968 F1 · shares: Represents shares of performance-based restricted stock granted in August 2016 that have been forfeited based on the Company's three year total shareholder return for fiscal years 2017, 2018 and 2019 versus the Company's peer group. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 16:46 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 524 | $47.58 | $24,931.92 |
DisclosureSEC source: 0000914190-19-000311 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,128 F1 · shares: The reporting person has elected to satisfy his tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 17:08 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 12,752 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-19-000279 · edgar.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,652 F2 · shares: Subject to performance-based forfeiture based on the Company's three-year total shareholder return for fiscal years 2020, 2021 and 2022 versus the Company's peer group. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 17:08 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 4,251 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-19-000279 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,900 F1 · shares: Restrictions lapse as to 1,417 shares on each of 8/13/20, 8/13/21 and 8/13/22. Read SEC document |
| August 09, 2019 Filed Feb 14, 2020 16:15 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GiftCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-20-000074 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,613 Read SEC document |
| December 27, 2018 Filed Jul 29, 2019 16:10 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GiftCommon Stock | 563 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-19-000248 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,649 Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 16:43 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | Tax withholdingCommon Stock | 984 | $30.15 | $29,667.60 |
DisclosureSEC source: 0000914190-18-000478 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,212 Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 16:17 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 14,225 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-18-000365 · edgar.xml · nonDerivative · entry 2 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,196 F2 · shares: Subject to performance-based forfeiture based on the Company's three-year total shareholder return for fiscal years 2019, 2020 and 2021 versus the Company's peer group. 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.