Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENDOLOGIX INC /DE/ELGX · Entity 146591 | Director | June 19, 2020 | July 07, 2020 |
| Lyra Therapeutics, Inc.LYRA · Entity 46837 | 10% owner | April 30, 2020 | April 30, 2020 |
| TREACE MEDICAL CONCEPTS, INC.TMCI · Entity 5943 | Director | May 20, 2025 | May 21, 2025 |
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.
ENDOLOGIX INC /DE/
Report date June 19, 2020 · Filed July 07, 2020
This filing explicitly reported no securities owned.
Lyra Therapeutics, Inc.
Report date April 30, 2020 · Filed April 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,462 |
Reported balance
Holding disclosure · report date 2020-04-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 50,462 |
TREACE MEDICAL CONCEPTS, INC.
Report date May 20, 2025 · Filed May 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,096,861 |
Reported balance
After 2025-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-20 · Grant · Acquired 23,917 · Balance 1,096,861 F1: Represents restricted stock units (RSUs) for which the Reporting Person is entitled to receive one (1) share of Issuer's Common Stock for each RSU upon vesting. The RSUs will be 100% vested on the earlier of (a) May 20, 2026 or (b) the date of the 2026 annual meeting of stockholders, subject to Reporting Person's providing continued service to Issuer through the vesting date. The Reporting Person voluntarily elected to defer receipt of the shares of the Issuer's Common Stock issuable upon settlement of the RSUs until the earlier of a change in control or the Reporting Person's separation of service to the Issuer. F2: Includes 23,917 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) for which the Reporting Person is entitled to receive one (1) share of Issuer's Common Stock for each RSU upon vesting. The RSUs will be 100% vested on the earlier of (a) May 20, 2026 or (b) the date of the 2026 annual meeting of stockholders, subject to Reporting Person's providing continued service to Issuer through the vesting date. The Reporting Person voluntarily elected to defer receipt of the shares of the Issuer's Common Stock issuable upon settlement of the RSUs until the earlier of a change in control or the Reporting Person's separation of service to the Issuer.
F2: Includes 23,917 restricted stock units.
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 20, 2025 Filed May 21, 2025 17:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 23,917 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-075889 · ownership.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,096,861 F1 · shares: Represents restricted stock units (RSUs) for which the Reporting Person is entitled to receive one (1) share of Issuer's Common Stock for each RSU upon vesting. The RSUs will be 100% vested on the earlier of (a) May 20, 2026 or (b) the date of the 2026 annual meeting of stockholders, subject to Reporting Person's providing continued service to Issuer through the vesting date. The Reporting Person voluntarily elected to defer receipt of the shares of the Issuer's Common Stock issuable upon settlement of the RSUs until the earlier of a change in control or the Reporting Person's separation of service to the Issuer. F2 · balance_after: Includes 23,917 restricted stock units. Read SEC document |
| May 24, 2024 Filed May 28, 2024 16:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | PurchaseCommon Stock | 18,000 | $5.19 | $93,501.00 |
DisclosureSEC source: 0000950170-24-065263 · ownership.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,072,944 F1 · price: The price reported in Column 4 is a weighted average purchase price. These shares were bought in multiple transactions at prices ranging from $5.1200 to $5.2400 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 15,091 restricted stock units. Read SEC document |
| May 22, 2024 Filed May 23, 2024 16:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | PurchaseCommon Stock | 12,100 | $4.99 | $60,424.98 |
DisclosureSEC source: 0000950170-24-063988 · ownership.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,054,944 F1 · price: The price reported in Column 4 is a weighted average purchase price. These shares were bought in multiple transactions at prices ranging from $4.9600 to $5.0000 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 15,091 restricted stock units. Read SEC document |
| May 21, 2024 Filed May 22, 2024 17:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantStock Option (Right to Buy) · Derivative | 33,260 | $0.00 Strike: $4.97 | $0.00 |
DisclosureSEC source: 0000950170-24-063614 · ownership.xml · derivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,260 Underlying: Common Stock · 33,260 shares Expires 2034-05-21 F3 · derivative.exercise_date: The stock option will vest in 12 substantially equal monthly installments, commencing on June 21, 2024, such that the stock option will be fully vested and exercisable on the earlier of (a) May 21, 2025, or (b) the date of the 2025 annual meeting of stockholders, subject to Reporting Person's providing continued service to Issuer through each vesting date. Read SEC document |
| May 21, 2024 Filed May 22, 2024 17:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 15,091 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-063614 · ownership.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,042,844 F1 · shares: Represents restricted stock units (RSUs) for which the Reporting Person is entitled to receive one (1) share of Issuer's Common Stock for each RSU upon vesting. The RSUs will be 100% vested on the earlier of (a) May 21, 2025 or (b) the date of the 2025 annual meeting of stockholders, subject to Reporting Person's providing continued service to Issuer through the vesting date. The Reporting Person voluntarily elected to defer receipt of the shares of the Issuer's Common Stock issuable upon settlement of the RSUs until the earlier of a change in control or the Reporting Person's separation of service to the Issuer. F2 · balance_after: Includes 15,091 restricted stock units. Read SEC document |
| May 13, 2024 Filed May 13, 2024 19:48 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | PurchaseCommon Stock | 36,802 | $4.38 | $161,089.71 |
DisclosureSEC source: 0000950170-24-058989 · ownership.xml · nonDerivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,027,753 F3 · price: The price reported in Column 4 is a weighted average purchase price. These shares were bought in multiple transactions at prices ranging from $4.320 to $4.5900 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 2,753 restricted stock units Read SEC document |
| May 10, 2024 Filed May 13, 2024 19:48 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | PurchaseCommon Stock | 83,198 | $4.57 | $379,848.79 |
DisclosureSEC source: 0000950170-24-058989 · ownership.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990,951 F1 · price: The price reported in Column 4 is a weighted average purchase price. These shares were bought in multiple transactions at prices ranging from $4.4000 to $4.6500 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 2,753 restricted stock units Read SEC document |
| May 23, 2023 Filed May 25, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantStock Option (Right to Buy) · Derivative | 6,305 | $0.00 Strike: $26.34 | $0.00 |
DisclosureSEC source: 0001209191-23-032351 · doc4.xml · derivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,305 Underlying: Common Stock · 6,305 shares Expires 2033-05-23 F4 · derivative.exercise_date: The stock option will vest in 12 substantially equal monthly installments, commencing on June 23, 2023, such that the stock option will be fully vested and exercisable on the earlier of (a) May 23, 2024, or (b) the date of the 2024 annual meeting of stockholders, subject to Reporting Person's providing continued service to Issuer through each vesting date. Read SEC document |
| May 23, 2023 Filed May 25, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 2,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032351 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 907,753 F1 · shares: Represents restricted stock units (RSUs) for which the Reporting Person is entitled to receive one (1) share of Issuer's Common Stock for each RSU upon vesting. The RSUs will be 100% vested on the earlier of (a) May 23, 2024 or (b) the date of the 2024 annual meeting of stockholders, subject to Reporting Person's providing continued service to Issuer through the vesting date. The Reporting Person voluntarily elected to defer receipt of the shares of the Issuer's Common Stock issuable upon settlement of the RSUs until the earlier of a change in control or the Reporting Person's separation of service to the Issuer. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $26.0000 to $26.0200 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · price: Includes 2,753 RSUs. F3 · balance_after: Includes 2,753 RSUs. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 4,043 | $26.00 | $105,121.23 |
DisclosureSEC source: 0001209191-23-023948 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 905,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $26.0000 to $26.0200 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 15,756 | $26.00 | $409,667.03 |
DisclosureSEC source: 0001209191-23-023543 · doc4.xml · nonDerivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 909,043 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $25.0000 to $25.9050 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F2 · balance_after: Includes 2,295 RSUs. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 201 | $26.00 | $5,226.00 |
DisclosureSEC source: 0001209191-23-023543 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 924,799 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Includes 2,295 RSUs. Read SEC document |
| March 31, 2023 Filed Mar 31, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 95,000 | $25.36 | $2,409,029.00 |
DisclosureSEC source: 0001209191-23-021956 · doc4.xml · nonDerivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 925,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $25.0000 to $25.9050 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 38,498 | $26.00 | $1,000,998.05 |
DisclosureSEC source: 0001209191-23-021956 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,020,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $26.000 to $26.0200 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 1,502 | $26.00 | $39,052.00 |
DisclosureSEC source: 0001209191-23-018040 · doc4.xml · nonDerivative · entry 3 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,058,498 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Includes 2,295 RSUs. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 20,000 | $24.00 | $480,002.00 |
DisclosureSEC source: 0001209191-23-018040 · doc4.xml · nonDerivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,060,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $24.0000 to $24.0100 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F2 · balance_after: Includes 2,295 RSUs. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 25,000 | $22.50 | $562,500.00 |
DisclosureSEC source: 0001209191-23-018040 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,080,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Includes 2,295 RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 50,000 | $21.35 | $1,067,545.00 |
DisclosureSEC source: 0001209191-23-016093 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,105,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $21.2000 to $21.5500 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 4,011 | $24.00 | $96,264.00 |
DisclosureSEC source: 0001209191-23-007201 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,155,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: Includes 2,295 RSUs. Read SEC document |
| January 30, 2023 Filed Jan 30, 2023 18:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 2,039 | $24.58 | $50,120.46 |
DisclosureSEC source: 0001209191-23-005543 · doc4.xml · nonDerivative · entry 3 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,159,011 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $24.4150 to $25.1300 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| January 30, 2023 Filed Jan 30, 2023 18:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 27,422 | $23.87 | $654,601.53 |
DisclosureSEC source: 0001209191-23-005543 · doc4.xml · nonDerivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,161,050 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $23.4100 to $24.4000 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| January 30, 2023 Filed Jan 30, 2023 18:30 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 61,528 | $22.92 | $1,410,449.41 |
DisclosureSEC source: 0001209191-23-005543 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,188,472 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $22.4000 to $23.3950 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 11,014 | $26.00 | $286,377.22 |
DisclosureSEC source: 0001209191-23-004143 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $26.0000 to $26.0400 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| January 13, 2023 Filed Jan 13, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 6,519 | $26.00 | $169,494.65 |
DisclosureSEC source: 0001209191-23-003384 · doc4.xml · nonDerivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,261,014 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $26.0000 to $26.0075 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 42,467 | $26.00 | $1,104,167.48 |
DisclosureSEC source: 0001209191-23-003384 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,267,533 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $26.000 to $26.0200 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| January 09, 2023 Filed Jan 9, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 10,444 | $24.00 | $250,676.89 |
DisclosureSEC source: 0001209191-23-002675 · doc4.xml · nonDerivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,310,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $24.0000 to $24.0800 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| January 05, 2023 Filed Jan 9, 2023 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 9,556 | $24.00 | $229,363.11 |
DisclosureSEC source: 0001209191-23-002675 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,320,444 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $24.0000 to $24.0400 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| December 30, 2022 Filed Dec 30, 2022 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 75,000 | $22.67 | $1,700,422.50 |
DisclosureSEC source: 0001209191-22-063055 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,330,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $22.3800 to $23.3000 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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. F3 · balance_after: Includes 2,295 RSUs. Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 20,000 | $24.00 | $480,000.00 |
DisclosureSEC source: 0001209191-22-059533 · doc4.xml · nonDerivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,405,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $24.000 to $24.110 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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 |
| November 30, 2022 Filed Dec 2, 2022 21:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 75,000 | $21.90 | $1,642,800.00 |
DisclosureSEC source: 0001209191-22-059533 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $21.600 to $22.220 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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 |
| October 31, 2022 Filed Nov 1, 2022 19:00 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | SaleCommon Stock | 95,000 | $23.57 | $2,238,931.50 |
DisclosureSEC source: 0001209191-22-055133 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $23.20 to $24.04 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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 |
| May 17, 2022 Filed May 19, 2022 20:37 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantStock Option (Right to Buy) · Derivative | 16,625 | $0.00 Strike: $15.80 | $0.00 |
DisclosureSEC source: 0001567619-22-011343 · doc1.xml · derivative · entry 2 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,625 Underlying: Common Stock · 16,625 shares Expires 2032-05-17 F2 · derivative.exercise_date: The stock option will vest in 12 substantially equal monthly installments, commencing on June 17, 2022, such that the stock option will be fully vested and exercisable on May 17, 2023, subject to Reporting Person's providing continued service to Issuer through the vesting date. Read SEC document |
| May 17, 2022 Filed May 19, 2022 20:37 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantCommon Stock | 2,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-011343 · doc1.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,595,000 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of issuer's Common Stock for each RSU upon vesting. The RSUs will be 100% vested on May 17, 2023 subject to Reporting Person's providing continued service to Issuer through the vesting date. Read SEC document |
| March 10, 2022 Filed Mar 10, 2022 20:25 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GiftCommon Stock | 105,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-006731 · doc1.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,592,705 Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 21:16 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | ConversionSeries A Preferred Stock · Derivative | 699,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-017476 · doc4.xml · derivative · entry 6 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 699,141 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: Each share of the Issuer's Series A Preferred Stock automatically converted into one (1) share of the Issuer's Common Stock immediately upon the closing of the Issuer's initial public offering. The shares had no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series A Preferred Stock automatically converted into one (1) share of the Issuer's Common Stock immediately upon the closing of the Issuer's initial public offering. The shares had no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series A Preferred Stock automatically converted into one (1) share of the Issuer's Common Stock immediately upon the closing of the Issuer's initial public offering. The shares had no expiration date. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 21:16 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | OtherSeries A Preferred Stock · Derivative | 16,180 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-017476 · doc4.xml · derivative · entry 5 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699,141 Underlying: Common Stock · 16,180 shares Expires not disclosed F1 · derivative.exercise_price: Each share of the Issuer's Series A Preferred Stock automatically converted into one (1) share of the Issuer's Common Stock immediately upon the closing of the Issuer's initial public offering. The shares had no expiration date. F2 · derivative.exercise_price: The Reporting Person received Series A Preferred Stock as a payment-in-kind dividend. F1 · derivative.exercise_date: Each share of the Issuer's Series A Preferred Stock automatically converted into one (1) share of the Issuer's Common Stock immediately upon the closing of the Issuer's initial public offering. The shares had no expiration date. F2 · derivative.exercise_date: The Reporting Person received Series A Preferred Stock as a payment-in-kind dividend. F1 · derivative.expiration_date: Each share of the Issuer's Series A Preferred Stock automatically converted into one (1) share of the Issuer's Common Stock immediately upon the closing of the Issuer's initial public offering. The shares had no expiration date. F2 · derivative.expiration_date: The Reporting Person received Series A Preferred Stock as a payment-in-kind dividend. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 21:16 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | ConversionCommon Stock | 699,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-017476 · doc4.xml · nonDerivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697,705 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 · price: Each share of the Issuer's Series A Preferred Stock automatically converted into one (1) share of the Issuer's Common Stock immediately upon the closing of the Issuer's initial public offering. The shares had no expiration date. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 21:01 UTC | TREACE MEDICAL CONCEPTS, INC. TMCI · Entity 5943 | GrantStock Option Right to Buy · Derivative | 21,240 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-21-017034 · doc4.xml · derivative · entry 1 MOTT RICHARD W · CIK 0001210226 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,240 Underlying: Common Stock · 21,240 shares Expires 2031-04-22 F1 · derivative.exercise_date: The stock option will vest in 12 substantially equal installments, commencing on May 22, 2021, such that the stock option will be fully vested and exercisable on April 22, 2022, subject to Reporting Person's providing continued service to Issuer through each vesting 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.