Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBUS MEDICAL INCGMED · Entity 3496 | Senior VP and General Counsel | June 25, 2018 | June 27, 2018 |
| INTEGRA LIFESCIENCES HOLDINGS CORPIART · Entity 2707 | EVP, Chief Legal Officer & Sec | March 11, 2025 | March 13, 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.
GLOBUS MEDICAL INC
Report date June 25, 2018 · Filed June 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-06-25 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-06-25 · Exercise / conversion · Acquired 10,000 · Balance 10,000 Row 2 · 2018-06-25 · Sale · Disposed 8,444 · Balance 1,556 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.24 to $54.16, 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 ranges set forth in footnote (2) to this Form 4. Row 3 · 2018-06-25 · Sale · Disposed 1,556 · Balance 0 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.29 to $54.81, 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 ranges set forth in footnote (3) to this Form 4. |
| Stock Option (Right to Buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $24.98 · Expires 2026-04-28 | Direct | 41,000 |
Reported balance
After 2018-06-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-06-25 · Exercise / conversion · Disposed 10,000 · Balance 41,000 F4: These options were included in a grant of 75,000 options that was granted on May 3, 2016, and which vests over a four-year period with one-fourth (1/4) of the options granted vesting on April 28, 2017, the first anniversary of the vesting commencement date, and the balance of the options granted vesting ratably on a monthly basis over the following 36 months. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.24 to $54.16, 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 ranges set forth in footnote (2) to this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.29 to $54.81, 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 ranges set forth in footnote (3) to this Form 4.
F4: These options were included in a grant of 75,000 options that was granted on May 3, 2016, and which vests over a four-year period with one-fourth (1/4) of the options granted vesting on April 28, 2017, the first anniversary of the vesting commencement date, and the balance of the options granted vesting ratably on a monthly basis over the following 36 months.
INTEGRA LIFESCIENCES HOLDINGS CORP
Report date March 11, 2025 · Filed March 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,020 |
Ending reported balance
After 2025-03-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-11 · Tax withholding · Disposed 1,538 · Balance 57,200 Row 2 · 2025-03-11 · Tax withholding · Disposed 1,180 · Balance 56,020 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 13, 2020 Filed Mar 17, 2020 20:15 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 2,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-019564 · doc4.xml · nonDerivative · entry 2 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,646 Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 20:15 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | Tax withholdingCommon Stock | 179 | $43.39 | $7,766.81 |
DisclosureSEC source: 0001209191-20-019564 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,765 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:39 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | Tax withholdingCommon Stock | 1,678 | $52.10 | $87,423.80 |
DisclosureSEC source: 0001209191-20-015243 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,944 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:53 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 1,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010217 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,622 F1 · shares: On February 13, 2020, the Compensation Committee certified that the Company achieved its performance goal for fiscal year 2019 under the March 13, 2019 performance stock award at or above the threshold level based on annual organic revenue growth over the prior fiscal year. Accordingly, 33% of the shares will vest on March 13, 2020 at 97% of target, the first anniversary of the grant date. Read SEC document |
| December 05, 2019 Filed Dec 5, 2019 21:07 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | SaleCommon Stock | 4,007 | $61.62 | $246,920.16 |
DisclosureSEC source: 0001209191-19-059284 · doc4.xml · nonDerivative · entry 2 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,041 F1 · price: The price shown above represents the weighted average price of the shares sold. The range of the sale prices was $61.58 to $61.69. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:07 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | Tax withholdingCommon Stock | 1,515 | $60.49 | $91,642.35 |
DisclosureSEC source: 0001209191-19-059284 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,048 Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 21:28 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 8,845 | $0.00 Strike: $55.91 | $0.00 |
DisclosureSEC source: 0001209191-19-019777 · doc4.xml · derivative · entry 2 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,845 Underlying: Common Stock · 8,845 shares Expires 2027-03-13 F1 · derivative.exercise_date: 25% of the stock options vest every first, second, third and fourth anniversaries of the grant date of 3/13/2019. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 21:28 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 1,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019777 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,563 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:33 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 17,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016527 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,586 Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 21:17 UTC | INTEGRA LIFESCIENCES HOLDINGS CORP IART · Entity 2707 | GrantCommon Stock | 16,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061250 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Corp VP, Gen Counsel & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,735 Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:04 UTC | GLOBUS MEDICAL INC GMED · Entity 3496 | Exercise / conversionStock Option (Right to Buy Class A Common Stock) · Derivative | 10,000 | $0.00 Strike: $24.98 | $0.00 |
DisclosureSEC source: 0001209191-18-039681 · doc4.xml · derivative · entry 4 Schwartz Eric · CIK 0001329100 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,000 Underlying: Class A Common Stock · 10,000 shares Expires 2026-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: These options were included in a grant of 75,000 options that was granted on May 3, 2016, and which vests over a four-year period with one-fourth (1/4) of the options granted vesting on April 28, 2017, the first anniversary of the vesting commencement date, and the balance of the options granted vesting ratably on a monthly basis over the following 36 months. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:04 UTC | GLOBUS MEDICAL INC GMED · Entity 3496 | SaleClass A Common Stock | 1,556 | $54.59 | $84,948.26 |
DisclosureSEC source: 0001209191-18-039681 · doc4.xml · nonDerivative · entry 3 Schwartz Eric · CIK 0001329100 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.29 to $54.81, 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 ranges set forth in footnote (3) to this Form 4. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:04 UTC | GLOBUS MEDICAL INC GMED · Entity 3496 | SaleClass A Common Stock | 8,444 | $53.64 | $452,919.27 |
DisclosureSEC source: 0001209191-18-039681 · doc4.xml · nonDerivative · entry 2 Schwartz Eric · CIK 0001329100 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,556 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.24 to $54.16, 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 ranges set forth in footnote (2) to this Form 4. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:04 UTC | GLOBUS MEDICAL INC GMED · Entity 3496 | Exercise / conversionClass A Common Stock | 10,000 | $24.98 | $249,800.00 |
DisclosureSEC source: 0001209191-18-039681 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 15:40 UTC | GLOBUS MEDICAL INC GMED · Entity 3496 | Exercise / conversionStock Option (Right to Buy Class A Common Stock) · Derivative | 24,000 | $0.00 Strike: $24.98 | $0.00 |
DisclosureSEC source: 0001209191-18-022180 · doc4.xml · derivative · entry 3 Schwartz Eric · CIK 0001329100 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,000 Underlying: Class A Common Stock · 24,000 shares Expires 2026-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: These options were granted on May 3, 2016, and vest over a four-year period with one-fourth (1/4) of the options granted vesting on April 28, 2017, the first anniversary of the vesting commencement date, and the balance of the options granted vesting ratably on a monthly basis over the following 36 months. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 15:40 UTC | GLOBUS MEDICAL INC GMED · Entity 3496 | SaleClass A Common Stock | 24,000 | $50.00 | $1,200,000.00 |
DisclosureSEC source: 0001209191-18-022180 · doc4.xml · nonDerivative · entry 2 Schwartz Eric · CIK 0001329100 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This sale was pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 26, 2018, which is intended to comply with Rule 10b5-1. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 15:40 UTC | GLOBUS MEDICAL INC GMED · Entity 3496 | Exercise / conversionClass A Common Stock | 24,000 | $24.98 | $599,520.00 |
DisclosureSEC source: 0001209191-18-022180 · doc4.xml · nonDerivative · entry 1 Schwartz Eric · CIK 0001329100 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 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 |
| January 22, 2018 Filed Jan 24, 2018 21:16 UTC | GLOBUS MEDICAL INC GMED · Entity 3496 | GrantStock Option (Right to Buy Class A Common Stock) · Derivative | 40,000 | $0.00 Strike: $43.77 | $0.00 |
DisclosureSEC source: 0001209191-18-005092 · doc4.xml · derivative · entry 1 Schwartz Eric · CIK 0001329100 · Senior VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2028-01-22 F1 · derivative.exercise_date: These options were granted on January 22, 2018, and vest over a four-year period with one-fourth (1/4) of the options granted vesting on January 1, 2019, the first anniversary of the vesting commencement date, and the balance of the options granted vesting ratably on a monthly basis over the following 36 months. 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.