Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ARTIVION, INC.AORT · Entity 4767 | SVP, Clinical & MD Affair | 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 | 60,097 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 21,838 · Balance 62,246 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 2,149 · Balance 60,097 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 |
|---|---|---|---|---|---|---|
| February 27, 2024 Filed Mar 15, 2024 00:25 UTC Amendment | ARTIVION, INC. AORT · Entity 4767 | SaleCommon Stock | 465 | $19.83 | $9,223.00 |
DisclosureSEC source: 0000784199-24-000144 · wk-form4a_1710462326.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,261 F1 · shares: 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. F2 · balance_after: As a result of the administrative error in reporting the number of shares sold in the sell to cover transactions on February 26, 2024, the number of shares reported as beneficially owned in this amendment reflects an increase in the number of shares reported as beneficially owned in the original Form 4. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:01 UTC | ARTIVION, INC. AORT · Entity 4767 | SaleCommon Stock | 1,448 | $20.27 | $29,352.55 |
DisclosureSEC source: 0000784199-24-000059 · wk-form4_1709157669.xml · nonDerivative · entry 4 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,685 F2 · shares: 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. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:01 UTC | ARTIVION, INC. AORT · Entity 4767 | SaleCommon Stock | 1,600 | $20.27 | $32,433.76 |
DisclosureSEC source: 0000784199-24-000059 · wk-form4_1709157669.xml · nonDerivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,489 F2 · shares: 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. Read SEC document |
| February 26, 2024 Filed Mar 15, 2024 00:36 UTC Amendment | ARTIVION, INC. AORT · Entity 4767 | SaleCommon Stock | 1,431 | $20.27 | $29,007.94 |
DisclosureSEC source: 0000784199-24-000154 · wk-form4a_1710462983.xml · nonDerivative · entry 4 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,726 F5 · shares: 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. This amendment is being filed to address an administrative error in reporting the number of shares sold in the sell to cover transaction on February 26, 2024. The original Form 4 reported that 1,448 shares were sold, when in fact, 1,431 shares were sold. F3 · balance_after: As a result of the administrative error in reporting the number of shares sold in the sell to cover transactions on February 26, 2024, the number of shares reported as beneficially owned in this amendment reflects an increase in the number of shares reported as beneficially owned in the original Form 4. Read SEC document |
| February 26, 2024 Filed Mar 15, 2024 00:36 UTC Amendment | ARTIVION, INC. AORT · Entity 4767 | SaleCommon Stock | 1,576 | $20.27 | $31,947.25 |
DisclosureSEC source: 0000784199-24-000154 · wk-form4a_1710462983.xml · nonDerivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,513 F2 · shares: 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. This amendment is being filed to address an administrative error in reporting the number of shares sold in the sell to cover transaction on February 26, 2024. The original Form 4 reported that 1,600 shares were sold, when in fact, 1,576 shares were sold. F3 · balance_after: As a result of the administrative error in reporting the number of shares sold in the sell to cover transactions on February 26, 2024, the number of shares reported as beneficially owned in this amendment reflects an increase in the number of shares reported as beneficially owned in the original Form 4. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:50 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 14,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-24-000039 · wk-form4_1708987779.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,703 F1 · shares: Represents shares of restricted stock that vest 33 1/3% per year beginning on the first anniversary of the grant date, pursuant to the terms of the Equity and Cash Incentive Plan. Read SEC document |
| February 23, 2024 Filed Feb 28, 2024 22:01 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 10,644 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-24-000059 · wk-form4_1709157669.xml · nonDerivative · entry 3 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,133 F3 · shares: Represents performance stock units granted on Feb. 22, 2023. Fifty percent (50%) were issued on Feb. 23, 2024. The remaining shares earned in connection with the Feb. 2023 grant will be eligible to vest and be issued as follows: 25% on 02/22/2025; and 25% on 02/22/2026, assuming employment on the relevant vesting date Read SEC document |
| February 23, 2024 Filed Feb 28, 2024 22:01 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 5,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-24-000059 · wk-form4_1709157669.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,089 F1 · shares: Represents performance stock units granted on Feb. 22, 2023. One hundred percent (100%) were issued on Feb. 23, 2024. Read SEC document |
| February 23, 2024 Filed Mar 15, 2024 00:36 UTC Amendment | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 10,644 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-24-000154 · wk-form4a_1710462983.xml · nonDerivative · entry 3 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,157 F4 · shares: Represents performance stock units granted on Feb. 22, 2023. Fifty percent (50%) were issued on Feb. 23, 2024. The remaining shares earned in connection with the Feb. 2023 grant will be eligible to vest and be issued as follows: 25% on 02/22/2025; and 25% on 02/22/2026, assuming employment on the relevant vesting date. F3 · balance_after: As a result of the administrative error in reporting the number of shares sold in the sell to cover transactions on February 26, 2024, the number of shares reported as beneficially owned in this amendment reflects an increase in the number of shares reported as beneficially owned in the original Form 4. Read SEC document |
| February 23, 2024 Filed Mar 15, 2024 00:36 UTC Amendment | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 5,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-24-000154 · wk-form4a_1710462983.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,089 F1 · shares: Represents performance stock units granted on Feb. 22, 2023. One hundred percent (100%) were issued on Feb. 23, 2024. Read SEC document |
| December 31, 2023 Filed Jan 31, 2024 01:00 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 565 | $14.61 | $8,255.50 |
DisclosureSEC source: 0000784199-24-000006 · wk-form5_1706662850.xml · nonDerivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,903 F1 · price: These shares were acquired pursuant to Artivion Inc.'s Employee Stock Purchase Plan (ESPP). The shares were acquired in transactions exempt pursuant to 16b-3. Read SEC document |
| June 30, 2023 Filed Jan 31, 2024 01:00 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 1,261 | $10.30 | $12,990.82 |
DisclosureSEC source: 0000784199-24-000006 · wk-form5_1706662850.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,338 F1 · price: These shares were acquired pursuant to Artivion Inc.'s Employee Stock Purchase Plan (ESPP). The shares were acquired in transactions exempt pursuant to 16b-3. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 22:56 UTC | ARTIVION, INC. AORT · Entity 4767 | SaleCommon Stock | 907 | $13.41 | $12,164.50 |
DisclosureSEC source: 0000784199-23-000066 · wf-form4_167788416682175.xml · nonDerivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,077 F2 · shares: 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. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:56 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 3,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-23-000066 · wf-form4_167788416682175.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,984 F1 · shares: Represents LTIP performance stock units of which hundred percent (100%) were issued on March 1, 2023. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 23:27 UTC | ARTIVION, INC. AORT · Entity 4767 | SaleCommon Stock | 1,161 | $12.94 | $15,021.02 |
DisclosureSEC source: 0000784199-23-000044 · wf-form4_167771320949974.xml · nonDerivative · entry 4 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,321 F2 · shares: 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. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 23:27 UTC | ARTIVION, INC. AORT · Entity 4767 | SaleCommon Stock | 1,176 | $12.94 | $15,215.09 |
DisclosureSEC source: 0000784199-23-000044 · wf-form4_167771320949974.xml · nonDerivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,042 F2 · shares: 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. Read SEC document |
| February 23, 2023 Filed Mar 1, 2023 23:27 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 7,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-23-000044 · wf-form4_167771320949974.xml · nonDerivative · entry 3 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,482 F3 · shares: Represents performance stock units granted on Feb 23, 2022. Fifty percent (50%) were issued on Feb 23, 2023. The remaining shares earned in connection with the Feb 2022 grant will be eligible to vest and be issued as follows: 25% on 02/23/2024, and 25% on 02/23/2025, assuming continued employment on the relevant vesting date. Read SEC document |
| February 23, 2023 Filed Mar 1, 2023 23:27 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 3,770 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-23-000044 · wf-form4_167771320949974.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,218 F1 · shares: Represents performance stock units granted on Feb 23, 2022. Hundred percent (100%) were issued on Feb 23, 2023. Read SEC document |
| January 24, 2023 Filed Jan 27, 2023 22:24 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 443 | $10.30 | $4,563.79 |
DisclosureSEC source: 0000784199-23-000008 · wf-form5_167485824303268.xml · nonDerivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,448 F1 · price: These shares were acquired pursuant to Artivion Inc.'s Employee Stock Purchase Plan (ESPP). The shares were acquired in transactions exempt pursuant to 16b-3 Read SEC document |
| January 24, 2023 Filed Jan 27, 2023 22:24 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 810 | $16.05 | $12,998.88 |
DisclosureSEC source: 0000784199-23-000008 · wf-form5_167485824303268.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,005 F1 · price: These shares were acquired pursuant to Artivion Inc.'s Employee Stock Purchase Plan (ESPP). The shares were acquired in transactions exempt pursuant to 16b-3 Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 14:29 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock · Derivative | 46,630 | $0.00 Strike: $11.03 | $0.00 |
DisclosureSEC source: 0000784199-22-000213 · wf-form4_166809057926995.xml · derivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,630 Underlying: Common Stock · 46,630 shares Expires 2029-11-08 F2 · derivative.exercise_date: Stock option vests 33 1/3% per year beginning on the first anniversary of the grant date Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 14:29 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 19,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-22-000213 · wf-form4_166809057926995.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,195 F1 · shares: Represents shares 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 23, 2022 Filed Feb 24, 2022 21:36 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock · Derivative | 22,334 | $0.00 Strike: $18.44 | $0.00 |
DisclosureSEC source: 0000784199-22-000098 · certent-form4.xml · derivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,334 Underlying: Common Stock · 22,334 shares Expires 2029-02-23 F2 · derivative.exercise_date: Stock option vests 33 1/3% per year beginning on the first anniversary of the grant date. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 21:36 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 8,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-22-000098 · certent-form4.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,748 F1 · shares: Represents shares 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 17, 2022 Filed Feb 22, 2022 12:33 UTC | ARTIVION, INC. AORT · Entity 4767 | Tax withholdingCommon Stock | 772 | $17.50 | $13,510.00 |
DisclosureSEC source: 0000784199-22-000056 · certent-form4.xml · nonDerivative · entry 2 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,342 F2 · shares: These shares were withheld upon the vesting of performance stock units to pay tax withholding obligations. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 12:33 UTC | ARTIVION, INC. AORT · Entity 4767 | GrantCommon Stock | 2,603 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-22-000056 · certent-form4.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,114 F1 · shares: Represents performance stock units granted on Feb 17, 2021. Hundred percent (100%) were issued on Feb 17, 2022. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 12:50 UTC | ARTIVION, INC. CRY · Entity 4767 | GrantCommon Stock | 8,511 | $0.00 | $0.00 |
DisclosureSEC source: 0000784199-21-000103 · certent-form4.xml · nonDerivative · entry 1 Stanton Marshall S. · CIK 0001849615 · SVP, Clinical & MD Affair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,511 F1 · shares: Represents shares 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.