Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Chief Financial Officer | March 01, 2026 | March 03, 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.
AtriCure, Inc.
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 204,893 |
Ending reported balance
After 2026-03-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 39,987 · Balance 204,757 F1: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Row 2 · 2026-03-01 · Grant · Acquired 23,101 · Balance 227,858 F2: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Row 3 · 2026-03-01 · Tax withholding · Disposed 22,965 · Balance 204,893 F3: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant.
F2: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met.
F3: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award.
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 01, 2026 Filed Mar 3, 2026 16:52 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 22,965 | $31.26 | $717,885.90 |
DisclosureSEC source: 0001819885-26-000002 · wk-form4_1772574759.xml · nonDerivative · entry 3 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,893 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:52 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 23,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001819885-26-000002 · wk-form4_1772574759.xml · nonDerivative · entry 2 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,858 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:52 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 39,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001819885-26-000002 · wk-form4_1772574759.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,757 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 16:59 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 13,633 | $38.74 | $528,142.42 |
DisclosureSEC source: 0001323885-25-000018 · wk-form4_1741125580.xml · nonDerivative · entry 3 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,770 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 16:59 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 9,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000018 · wk-form4_1741125580.xml · nonDerivative · entry 2 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,403 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 16:59 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 30,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000018 · wk-form4_1741125580.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,400 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionNon-qualified Stock Option (right to buy) · Derivative | 5,000 | $16.95 Strike: $16.95 | $84,750.00 |
DisclosureSEC source: 0001323885-24-000036 · wk-form4_1709675153.xml · derivative · entry 4 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Non-qualified Stock Option (right to buy) · 5,000 shares Expires 2024-07-28 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. F3 · derivative.exercise_date: These options were granted on July 28, 2014. These options vest and are exercisable as to 25% of the shares one year from the date of grant and the remaining 75% thereafter vests and are exercisable in equal monthly installments on the same day of the month over the following three years. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | Exercise / conversionCommon Stock | 5,000 | $16.95 | $84,750.00 |
DisclosureSEC source: 0001323885-24-000036 · wk-form4_1709675153.xml · nonDerivative · entry 3 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,070 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 |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 16,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000036 · wk-form4_1709675153.xml · nonDerivative · entry 2 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,070 F2 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2014 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 31,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000036 · wk-form4_1709675153.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,609 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| August 06, 2023 Filed Aug 8, 2023 09:21 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 5,191 | $57.23 | $297,080.93 |
DisclosureSEC source: 0001323885-23-000103 · wk-form4_1691500899.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,601 F1 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:12 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 3,532 | $38.81 | $137,076.92 |
DisclosureSEC source: 0001323885-23-000027 · wf-form4_167788151533845.xml · nonDerivative · entry 2 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,792 F2 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:12 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 24,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000027 · wf-form4_167788151533845.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,324 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| August 06, 2022 Filed Aug 9, 2022 16:22 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 5,191 | $50.94 | $264,429.54 |
DisclosureSEC source: 0001323885-22-000103 · wf-form4_166007650260076.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,846 F1 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:31 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 3,449 | $69.59 | $240,015.91 |
DisclosureSEC source: 0001323885-22-000024 · wf-form4_164634303430419.xml · nonDerivative · entry 2 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,037 F2 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:31 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 9,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000024 · wf-form4_164634303430419.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,486 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 08:15 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 2,604 | $85.00 | $221,340.00 |
DisclosureSEC source: 0001209191-21-063297 · doc4.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,146 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 08:06 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 5,191 | $83.75 | $434,746.25 |
DisclosureSEC source: 0001209191-21-050515 · doc4.xml · nonDerivative · entry 2 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,750 F3 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 08:06 UTC | AtriCure, Inc. ATRC · Entity 2704 | SaleCommon Stock | 5,939 | $80.21 | $476,367.19 |
DisclosureSEC source: 0001209191-21-050515 · doc4.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,941 F1 · shares: These shares were sold pursuant to a 10b5-1 trading plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $78.52 to $81.50 per share. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 16:08 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 213 | $45.72 | $9,738.36 |
DisclosureSEC source: 0001209191-21-044902 · doc4.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,880 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2021. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 4, 2021, which was the first trading day of the applicable offering period. The closing price on January 4, 2021 was $53.79. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:28 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 6,335 | $66.31 | $420,073.85 |
DisclosureSEC source: 0001209191-21-017255 · doc4.xml · nonDerivative · entry 2 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,667 F2 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. F3 · balance_after: Includes 3,417 shares acquired under the AtriCure, Inc. Employee Stock Purchase Plan. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:28 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 3,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017255 · doc4.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,002 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 08:20 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 240 | $38.48 | $9,235.20 |
DisclosureSEC source: 0001209191-21-000009 · doc4.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,055 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended December 31, 2020. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on July 1, 2020, which was the first trading day of the applicable offering period. The closing price on July 1, 2020 was $45.27. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 17:01 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 35,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045969 · doc4.xml · nonDerivative · entry 1 Wirick Angela L · CIK 0001819885 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,815 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. 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.