Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ARTIVION, INC.AORT · Entity 4767 | Chief Commercial Officer | March 02, 2026 | March 04, 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.
ARTIVION, INC.
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 230,794 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 28,845 · Balance 235,367 F1: Represents performance stock units granted on February 28, 2025. One third (1/3) were issued on March 2, 2026. The remaining shares earned in connection with the February 2025 grant will be eligible to vest and be issued as follows: one third (1/3) on February 28, 2027; and one third (1/3) on February 28, 2028, assuming employment on the relevant vesting date. Row 2 · 2026-03-03 · Sale · Disposed 4,573 · Balance 230,794 F2: These shares were sold upon the vesting of performance stock units to pay tax withholding obligations. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance stock units granted on February 28, 2025. One third (1/3) were issued on March 2, 2026. The remaining shares earned in connection with the February 2025 grant will be eligible to vest and be issued as follows: one third (1/3) on February 28, 2027; and one third (1/3) on February 28, 2028, assuming employment on the relevant vesting date.
F2: These shares were sold upon the vesting of performance stock units to pay tax withholding obligations. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction.
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 |
|---|---|---|---|---|---|---|
| June 30, 2017 Filed Jul 11, 2017 12:56 UTC | ARTIVION, INC. CRY · Entity 4767 | Exercise / conversionCommon Stock | 1,305 | $16.28 | $21,242.14 |
DisclosureSEC source: 0000784199-17-000072 · certent-form5.xml · nonDerivative · entry 2 Davis John E · CIK 0001653206 · Senior VP, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,891 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 · shares: These shares were acquired pursuant to CryoLife Inc.'s Employee Stock Purchase Plan (ESPP). The shares were acquired in transactions exempt from Section 16b-3. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 23:36 UTC | ARTIVION, INC. CRY · Entity 4767 | GrantCommon Stock | 7,222 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-17-000011 · certent-form4.xml · nonDerivative · entry 3 Davis John E · CIK 0001653206 · Senior VP, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,586 F3 · shares: Represents share of restricted stock that vest on the third anniversary of the grant date if the reporting person remains in the continuous employ of the Company. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 23:36 UTC | ARTIVION, INC. CRY · Entity 4767 | Tax withholdingCommon Stock | 2,212 | $17.25 | $38,157.00 |
DisclosureSEC source: 0000784199-17-000011 · certent-form4.xml · nonDerivative · entry 2 Davis John E · CIK 0001653206 · Senior VP, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,364 F2 · shares: These shares were withheld upon the vesting of restricted stock to pay tax withholding obligations. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 23:36 UTC | ARTIVION, INC. CRY · Entity 4767 | GrantCommon Stock | 13,262 | $17.25 | $228,769.50 |
DisclosureSEC source: 0000784199-17-000011 · certent-form4.xml · nonDerivative · entry 1 Davis John E · CIK 0001653206 · Senior VP, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,576 F1 · shares: Represents performance stock units granted on February 19, 2016 and earned at approximately 142.2% of target based on 2016 adjusted EBITDA. Fifty percent (50%) were issued on February 19, 2017. The remaining shares earned in connection with the February 2016 grant will vest and be issued as follows: 50% on 02/19/2018, and 50% on 02/19/2019, assuming continued employment on the relevant vesting date. Read SEC document |
| December 31, 2016 Filed Jul 11, 2017 12:56 UTC | ARTIVION, INC. CRY · Entity 4767 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $10.20 | $0.00 |
DisclosureSEC source: 0000784199-17-000072 · certent-form5.xml · derivative · entry 4 Davis John E · CIK 0001653206 · Senior VP, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2016-12-31 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 |
| December 31, 2016 Filed Jul 11, 2017 12:56 UTC | ARTIVION, INC. CRY · Entity 4767 | GrantStock Option(Right to Buy) · Derivative | 2,000 | $0.00 Strike: $10.20 | $0.00 |
DisclosureSEC source: 0000784199-17-000072 · certent-form5.xml · derivative · entry 3 Davis John E · CIK 0001653206 · Senior VP, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2016-12-31 Read SEC document |
| December 31, 2016 Filed Jul 11, 2017 12:56 UTC | ARTIVION, INC. CRY · Entity 4767 | Exercise / conversionCommon Stock | 2,000 | $10.20 | $20,400.00 |
DisclosureSEC source: 0000784199-17-000072 · certent-form5.xml · nonDerivative · entry 1 Davis John E · CIK 0001653206 · Senior VP, Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,586 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 · shares: These shares were acquired pursuant to CryoLife Inc.'s Employee Stock Purchase Plan (ESPP). The shares were acquired in transactions exempt from Section 16b-3. 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.