Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALIGN TECHNOLOGY INCALGN · Entity 3488 | EVP, GLOBAL HR | February 20, 2026 | February 25, 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.
ALIGN TECHNOLOGY INC
Report date February 20, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,102 |
Reported balance
After 2026-02-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-20 · Exercise / conversion · Acquired 4,310 · Balance 16,102 F1: Includes 125 shares acquired on January 30, 2026 and 109 shares acquired on January 31, 2025 under the ALGN Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 14,892 |
Reported balance
After 2026-02-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-20 · Tax withholding · Disposed 1,210 · Balance 14,892 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 836 |
Reported balance
After 2026-02-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-20 · Exercise / conversion · Disposed 419 · Balance 836 F2: Represents par value of ALGN common stock. F3: 1/4th of the restricted stock unit granted on February 20, 2024 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,590 |
Reported balance
After 2026-02-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-20 · Exercise / conversion · Disposed 531 · Balance 1,590 F2: Represents par value of ALGN common stock. F4: 1/4th of the restricted stock unit granted on February 20, 2025 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-02-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-20 · Exercise / conversion · Disposed 227 · Balance 0 F2: Represents par value of ALGN common stock. F5: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 418 |
Reported balance
After 2026-02-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-20 · Exercise / conversion · Disposed 419 · Balance 418 F2: Represents par value of ALGN common stock. F7: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date. |
| Market Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-02-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-20 · Exercise / conversion · Disposed 2,714 · Balance 0 F2: Represents par value of ALGN common stock. F6: The market stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 125 shares acquired on January 30, 2026 and 109 shares acquired on January 31, 2025 under the ALGN Employee Stock Purchase Plan.
F2: Represents par value of ALGN common stock.
F3: 1/4th of the restricted stock unit granted on February 20, 2024 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date.
F4: 1/4th of the restricted stock unit granted on February 20, 2025 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date.
F5: 1/4th of the restricted stock unit granted on February 20, 2022 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date.
F6: The market stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such vest date.
F7: 1/4th of the restricted stock unit granted on February 20, 2023 became vested on February 20, 2026 and shares were delivered to reporting person on such grant date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each such vest date.
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 20, 2018 Filed Jun 20, 2018 22:31 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 5,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001288257-18-000019 · primary_doc.xml · nonDerivative · entry 1 Hockridge Stuart A · CIK 0001675043 · SVP Global HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,903 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 |
| May 24, 2018 Filed May 29, 2018 21:07 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 4,342 | $315.12 | $1,368,247.57 |
DisclosureSEC source: 0001288257-18-000012 · primary_doc.xml · nonDerivative · entry 1 Hockridge Stuart A · CIK 0001675043 · SVP Global HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.1067 to $315.22, inclusive. The reporting person undertakes to provide Align Technology, Inc., any security holder of Align Technology, 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 |
| February 20, 2018 Filed Feb 22, 2018 22:28 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 9,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005104 · doc4.xml · derivative · entry 5 Hockridge Stuart A · CIK 0001675043 · SVP Global HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,250 Underlying: Common Stock · 9,250 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F5 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F5 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:28 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005104 · doc4.xml · derivative · entry 4 Hockridge Stuart A · CIK 0001675043 · SVP Global HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed F2 · derivative.exercise_price: Represents par value of ALGN common stock. F4 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2018 will become vested on February 20, 2019 and shares will be delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. F4 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2018 will become vested on February 20, 2019 and shares will be delivered to reporting person on such vest date. The restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:28 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005104 · doc4.xml · derivative · entry 3 Hockridge Stuart A · CIK 0001675043 · SVP Global HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 1,500 shares Expires not disclosed 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. F2 · derivative.exercise_price: Represents par value of ALGN common stock. F3 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. F3 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2017 became vested on February 20, 2018 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:28 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 519 | $255.45 | $132,578.55 |
DisclosureSEC source: 0000899243-18-005104 · doc4.xml · nonDerivative · entry 2 Hockridge Stuart A · CIK 0001675043 · SVP Global HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,856 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:28 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005104 · doc4.xml · nonDerivative · entry 1 Hockridge Stuart A · CIK 0001675043 · SVP Global HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,375 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 · balance_after: Includes 257 shares acquired under the ALGN ESPP on July 31, 2017 and 257 shares acquired under the ALGN ESPP on January 31, 2018. Read SEC document |
| December 27, 2017 Filed Dec 28, 2017 00:23 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 4,799 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001675043-17-000003 · primary_doc.xml · derivative · entry 1 Hockridge Stuart A · CIK 0001675043 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,799 Underlying: Common Stock · 4,799 shares Expires not disclosed F1 · derivative.exercise_price: Represents par value of ALGN common stock. F2 · derivative.exercise_date: 1/4th of the restricted stock unit granted on December 27, 2017 will become vested on December 27, 2018 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. F2 · derivative.expiration_date: 1/4th of the restricted stock unit granted on December 27, 2017 will become vested on December 27, 2018 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:23 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 5,389 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001675043-17-000001 · primary_doc.xml · derivative · entry 3 Hockridge Stuart A · CIK 0001675043 · VP Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,166 Underlying: Common Stock · 5,389 shares Expires not disclosed 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 · derivative.exercise_price: Represents par value of ALGN common stock. F2 · derivative.exercise_date: 1/4th of the restricted stock unit granted on June 1, 2016 became vested on June 20, 2017 and shares were delivered to reporting person. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. F2 · derivative.expiration_date: 1/4th of the restricted stock unit granted on June 1, 2016 became vested on June 20, 2017 and shares were delivered to reporting person. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:23 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 2,028 | $146.99 | $298,095.72 |
DisclosureSEC source: 0001675043-17-000001 · primary_doc.xml · nonDerivative · entry 2 Hockridge Stuart A · CIK 0001675043 · VP Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,361 Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:23 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 5,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001675043-17-000001 · primary_doc.xml · nonDerivative · entry 1 Hockridge Stuart A · CIK 0001675043 · VP Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,389 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 |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 12,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005083 · doc4.xml · derivative · entry 2 Hockridge Stuart A · CIK 0001675043 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires not disclosed F2 · derivative.exercise_price: 1/4th of the restricted stock unit granted on February 20, 2017 will become vested on February 20, 2018 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. F3 · derivative.exercise_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). F3 · derivative.expiration_date: Represents the maximum number of shares which may be issued under the market stock unit. All of the shares which may be issued under the market stock unit will vest on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 21:06 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005083 · doc4.xml · derivative · entry 1 Hockridge Stuart A · CIK 0001675043 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents par value of ALGN common stock. F2 · derivative.exercise_date: 1/4th of the restricted stock unit granted on February 20, 2017 will become vested on February 20, 2018 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. F2 · derivative.expiration_date: 1/4th of the restricted stock unit granted on February 20, 2017 will become vested on February 20, 2018 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on each vest date. 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.