Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | EVP and CFO | May 01, 2025 | May 05, 2025 |
| HELEN OF TROY LTDHELE · Entity 908 | Chief Financial Officer | April 11, 2023 | April 13, 2023 |
| Inspire Medical Systems, Inc.INSP · Entity 1186 | Chief Financial Officer | February 17, 2026 | February 24, 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.
APOGEE ENTERPRISES, INC.
Report date May 01, 2025 · Filed May 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,576 |
Reported balance
After 2025-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-01 · Tax withholding · Disposed 1,220 · Balance 33,576 F1: Includes the aggregate number of shares withheld for tax liability. F2: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes the aggregate number of shares withheld for tax liability.
F2: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan.
HELEN OF TROY LTD
Report date April 11, 2023 · Filed April 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 9,102.3758 |
Reported balance
After 2023-04-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-04-11 · Grant · Acquired 882 · Balance 9,102.3758 F1: Represents restricted stock performance units. F2: Includes 173.161 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the Reporting Person. F3: Includes 7 additional shares since the last Form 4 filed by the reporting person, which represent a correction to the number of restricted stock granted on March 1, 2022 and vesting in two-equal installments on March 1, 2024 and March 1, 2025 from 972 as previously reported to 979. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock performance units.
F2: Includes 173.161 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the Reporting Person.
F3: Includes 7 additional shares since the last Form 4 filed by the reporting person, which represent a correction to the number of restricted stock granted on March 1, 2022 and vesting in two-equal installments on March 1, 2024 and March 1, 2025 from 972 as previously reported to 979.
Inspire Medical Systems, Inc.
Report date February 17, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,794 |
Reported balance
Holding disclosure · report date 2026-02-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 19,794 F1: Represents an award of restricted stock units ("RSUs"), which vests in three equal annual installments commencing on January 31, 2027. Each RSU represents a contingent right to receive one share of Issuer's common stock, subject to the Reporting Person's continuous employment with the Issuer through the relevant vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"), which vests in three equal annual installments commencing on January 31, 2027. Each RSU represents a contingent right to receive one share of Issuer's common stock, subject to the Reporting Person's continuous employment with the Issuer through the relevant vesting dates.
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 |
|---|---|---|---|---|---|---|
| May 01, 2025 Filed May 5, 2025 16:03 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,220 | $40.08 | $48,897.60 |
DisclosureSEC source: 0000006845-25-000092 · wk-form4_1746460987.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,576 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:08 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,747 | $39.67 | $69,303.49 |
DisclosureSEC source: 0000006845-25-000080 · wk-form4_1746205705.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,796 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 28, 2025 Filed Apr 30, 2025 20:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 4,658 | $39.74 | $185,108.92 |
DisclosureSEC source: 0000006845-25-000070 · wk-form4_1746044962.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,543 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 21:33 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 12,155 | $45.61 | $554,389.55 |
DisclosureSEC source: 0000006845-25-000061 · wk-form4_1745530415.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,201 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2026, 4/30/2027 and 4/30/2028. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:13 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 7,748 | $62.53 | $484,482.44 |
DisclosureSEC source: 0000006845-24-000122 · wk-form4_1714767187.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,046 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 5/1/2025, 4/30/2026 and 4/30/2027. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2024 Filed May 2, 2024 22:14 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,821 | $61.78 | $112,501.38 |
DisclosureSEC source: 0000006845-24-000106 · wk-form4_1714688035.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,298 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 19:47 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,081 | $62.05 | $129,126.05 |
DisclosureSEC source: 0000006845-24-000090 · wk-form4_1714506447.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,119 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 28, 2023 Filed May 2, 2023 16:08 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 25,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026418 · doc4.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,200 F1 · shares: Includes 14,098 shares that vest 30% on 4/28/2024, and 70% on 4/28/2025. Includes 11,102 shares that vest over a three year vesting period with one-third of the shares vesting on 4/30/2024, 4/30/2025 and 4/30/2026. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 11, 2023 Filed Apr 13, 2023 21:29 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-23-000005 · wf-form4_168142134943893.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,102.3758 F1 · shares: Represents restricted stock performance units. F2 · balance_after: Includes 173.161 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the Reporting Person. F3 · balance_after: Includes 7 additional shares since the last Form 4 filed by the reporting person, which represent a correction to the number of restricted stock granted on March 1, 2022 and vesting in two-equal installments on March 1, 2024 and March 1, 2025 from 972 as previously reported to 979. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 20:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 4,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-23-000003 · wf-form4_167787426786498.xml · nonDerivative · entry 3 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,040.215 F1 · price: Restricted stock awards reported as Non-Derivative Securities vesting in three-equal installments on March 1, 2024, March 1, 2025 and March 1, 2026. F2 · balance_after: Includes 202.215 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the Reporting Person. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 20:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 53 | $110.85 | $5,875.05 |
DisclosureSEC source: 0001894061-23-000003 · wf-form4_167787426786498.xml · nonDerivative · entry 2 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079.215 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 20:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 53 | $110.85 | $5,875.05 |
DisclosureSEC source: 0001894061-23-000003 · wf-form4_167787426786498.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,132.215 Read SEC document |
| May 20, 2022 Filed May 24, 2022 18:31 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000008 · wf-form4_165341705980399.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,983 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock awards. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 13, 2022 Filed May 17, 2022 15:44 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 210 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000006 · wf-form4_165280224231174.xml · nonDerivative · entry 3 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,987 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock performance awards. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 13, 2022 Filed May 17, 2022 15:44 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000006 · wf-form4_165280224231174.xml · nonDerivative · entry 2 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,197 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock performance awards. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 13, 2022 Filed May 17, 2022 15:44 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000006 · wf-form4_165280224231174.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,457 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock performance awards. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| April 12, 2022 Filed Apr 14, 2022 17:47 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 532 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000004 · wf-form4_164995845293413.xml · nonDerivative · entry 3 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,514 F1 · shares: Represents restricted stock performance units. Read SEC document |
| April 12, 2022 Filed Apr 14, 2022 17:47 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 1,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000004 · wf-form4_164995845293413.xml · nonDerivative · entry 2 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,982 F1 · shares: Represents restricted stock performance units. Read SEC document |
| April 12, 2022 Filed Apr 14, 2022 17:47 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000004 · wf-form4_164995845293413.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,916 F1 · shares: Represents restricted stock performance units. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 972 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000002 · wf-form4_164634271968162.xml · nonDerivative · entry 3 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,684 F2 · price: Restricted stock awards reported as Non-Derivative Securities vesting in two-equal installments on March 1, 2024 and March 1, 2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000002 · wf-form4_164634271968162.xml · nonDerivative · entry 2 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock awards. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001894061-22-000002 · wf-form4_164634271968162.xml · nonDerivative · entry 1 Osberg Matthew J · CIK 0001894061 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock awards. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. 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.