Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALIGN TECHNOLOGY INCALGN · Entity 3488 | EVP, CHIEF FINANCIAL OFFICER | 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 | 13,536 |
Ending reported balance
After 2026-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-20 · Exercise / conversion · Acquired 7,848 · Balance 16,085 Row 2 · 2026-02-20 · Tax withholding · Disposed 2,549 · Balance 13,536 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,423 |
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 · Grant · Acquired 8,423 · Balance 8,423 F1: Represents par value of ALGN common stock. F2: 1/4th of the restricted stock unit granted on February 20, 2026 will become vested on February 20, 2027 and shares will be delivered to reporting person on such date. 1/4th of restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on such vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,674 |
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 837 · Balance 1,674 F1: Represents par value of ALGN common stock. F4: 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 | 3,750 |
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 1,251 · Balance 3,750 F1: Represents par value of ALGN common stock. F5: 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-20 · Exercise / conversion · Disposed 389 · Balance 0 F1: Represents par value of ALGN common stock. F6: 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 | 718 |
Reported balance
After 2026-02-20 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-20 · Exercise / conversion · Disposed 718 · Balance 718 F1: Represents par value of ALGN common stock. F8: 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 | 17,102 |
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 · Grant · Acquired 17,102 · Balance 17,102 F1: Represents par value of ALGN common stock. F3: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement). |
| Market Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-02-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-20 · Exercise / conversion · Disposed 4,653 · Balance 0 F1: Represents par value of ALGN common stock. F7: 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: Represents par value of ALGN common stock.
F2: 1/4th of the restricted stock unit granted on February 20, 2026 will become vested on February 20, 2027 and shares will be delivered to reporting person on such date. 1/4th of restricted stock unit will vest annually thereafter and shares will be delivered to reporting person on such vest date.
F3: Represents the number of shares which may be issued at target under the market stock unit. If performance exceeds target, the maximum number of shares that may vest is 250% of the at target amount. Vesting, if any, of the market stock unit occurs on the last day of the third year of the Performance Period (as defined in the market stock unit agreement).
F4: 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.
F5: 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.
F6: 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.
F7: 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.
F8: 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 |
|---|---|---|---|---|---|---|
| May 30, 2018 Filed May 30, 2018 23:07 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 2,405 | $331.35 | $796,907.57 |
DisclosureSEC source: 0001689552-18-000001 · primary_doc.xml · nonDerivative · entry 1 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:05 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 11,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005071 · doc4.xml · derivative · entry 5 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 11,250 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 22:05 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 2,300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005071 · doc4.xml · derivative · entry 4 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock · 2,300 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. 1/4th of the restricted stock unit will vest annually thereafter 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. 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 22:05 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005071 · doc4.xml · derivative · entry 3 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 1,750 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 continue to vest annually 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 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 22:05 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 632 | $255.45 | $161,444.40 |
DisclosureSEC source: 0000899243-18-005071 · doc4.xml · nonDerivative · entry 2 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,919 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:05 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005071 · doc4.xml · nonDerivative · entry 1 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,551 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 January 31, 2018. Read SEC document |
| November 24, 2017 Filed Nov 28, 2017 01:35 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | SaleCommon Stock | 1,500 | $255.00 | $382,495.50 |
DisclosureSEC source: 0001689552-17-000005 · primary_doc.xml · nonDerivative · entry 1 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,544 Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 23:08 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionRestricted Stock Unit · Derivative | 4,709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001689552-17-000002 · primary_doc.xml · derivative · entry 3 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,126 Underlying: Common Stock · 4,709 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 November 20, 2016 became vested on November 20, 2017 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually 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 November 20, 2016 became vested on November 20, 2017 and shares were delivered to reporting person on such vest date. 1/4th of the restricted stock unit will continue to vest annually and shares will be delivered to reporting person on each vest date. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 23:08 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Tax withholdingCommon Stock | 1,922 | $255.51 | $491,090.22 |
DisclosureSEC source: 0001689552-17-000002 · primary_doc.xml · nonDerivative · entry 2 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,044 Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 23:08 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | Exercise / conversionCommon Stock | 4,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001689552-17-000002 · primary_doc.xml · nonDerivative · entry 1 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,966 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 issued under the ALGN ESPP on July 31, 2017. Read SEC document |
| September 20, 2017 Filed Sep 20, 2017 21:52 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Uni · Derivative | 6,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001689552-17-000001 · primary_doc.xml · derivative · entry 1 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,292 Underlying: Common Stock · 6,292 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 September 20, 2017 will become vested on September 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 September 20, 2017 will become vested on September 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 |
| February 20, 2017 Filed Feb 23, 2017 21:08 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantMarket Stock Unit · Derivative | 14,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005089 · doc4.xml · derivative · entry 2 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 14,000 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 21:08 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 7,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005089 · doc4.xml · derivative · entry 1 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 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 |
| November 20, 2016 Filed Nov 21, 2016 23:20 UTC | ALIGN TECHNOLOGY INC ALGN · Entity 3488 | GrantRestricted Stock Unit · Derivative | 18,835 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001234778-16-000016 · primary_doc.xml · derivative · entry 1 Morici John · CIK 0001689552 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,835 Underlying: Common Stock · 18,835 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 November 20, 2016 will become vested on November 20, 2017 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock 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 November 20, 2016 will become vested on November 20, 2017 and shares will be delivered to reporting person on such vest date. 1/4th of the restricted stock 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.