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 |
|---|---|---|---|---|---|---|
| August 28, 2018 Filed Aug 30, 2018 16:17 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 4,742 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-18-000365 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,971 F1 · shares: Restrictions lapse as to 1,581 shares on each of 8/28/19 and 8/28/20 and as to 1,580 shares on 8/28/21. Read SEC document |
| August 17, 2018 Filed Aug 21, 2018 16:24 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | SaleCommon Stock | 971 | $37.54 | $36,454.84 |
DisclosureSEC source: 0000914190-18-000350 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,229 F1 · shares: In connection with the vesting and delivery of restricted stock and pursuant to a Rule 10b5-1 trading plan, on the date the shares were sold the net proceeds were used to pay required withholding taxes. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.45 to $37.6664 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 |
| May 18, 2018 Filed May 22, 2018 16:05 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | SaleCommon Stock | 278 | $30.09 | $8,365.55 |
DisclosureSEC source: 0000914190-18-000219 · edgar.xml · nonDerivative · entry 1 Points Jeffrey S. · CIK 0001731414 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,200 F1 · shares: In connection with the vesting and delivery of restricted stock and pursuant to a Rule 10b5-1 trading plan, on the date the shares were sold the net proceeds were used to pay required withholding taxes. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.05 to $30.20 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.