Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AtriCure, Inc.ATRC · Entity 2704 | Chief Human Resources Officer | March 01, 2025 | March 04, 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.
AtriCure, Inc.
Report date March 01, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,578 |
Ending reported balance
After 2025-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-01 · Grant · Acquired 14,853 · Balance 57,539 F1: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Row 2 · 2025-03-01 · Tax withholding · Disposed 11,961 · Balance 45,578 F2: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met.
F2: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award.
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 01, 2025 Filed Mar 4, 2025 22:00 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 11,961 | $38.74 | $463,369.14 |
DisclosureSEC source: 0001323885-25-000020 · wk-form4_1741125603.xml · nonDerivative · entry 2 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,578 F2 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award or Performance Share Award. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:00 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 14,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-25-000020 · wk-form4_1741125603.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,539 F1 · price: The Reporting Person acquired these shares pursuant to the vesting and release of a Performance Share Award under the AtriCure, Inc. 2023 Stock Incentive Plan. The award had Company performance goals and a service period requirement which were met. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:25 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 707 | $19.35 | $13,680.45 |
DisclosureSEC source: 0001323885-24-000096 · wk-form4_1719951900.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,926 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2024. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on June 28, 2024, which is the last trading day of the applicable offering period. The closing price on June 28, 2024 was $22.77. Read SEC document |
| June 01, 2024 Filed Sep 18, 2024 12:50 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 2,651 | $22.54 | $59,753.54 |
DisclosureSEC source: 0001323885-24-000112 · wk-form4_1726663825.xml · nonDerivative · entry 2 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,686 F1 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:47 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000038 · wk-form4_1709675209.xml · nonDerivative · entry 2 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,219 F2 · price: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:47 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 19,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-24-000038 · wk-form4_1709675209.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,275 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2023 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 13:21 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 98 | $30.34 | $2,973.32 |
DisclosureSEC source: 0001323885-24-000002 · wk-form4_1704201666.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,981 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended December 31, 2023. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on December 29, 2023, which is the last trading day of the applicable offering period. The closing price on December 29, 2023 was $35.69. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 12:22 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 450 | $38.11 | $17,149.50 |
DisclosureSEC source: 0001323885-23-000089 · wk-form4_1688386948.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,883 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended June 30, 2023. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on January 3, 2023, which is the first trading day of the applicable offering period. The closing price on January 3, 2023 was $44.84. Read SEC document |
| June 01, 2023 Filed Sep 18, 2024 12:50 UTC | AtriCure, Inc. ATRC · Entity 2704 | Tax withholdingCommon Stock | 2,589 | $45.78 | $118,524.42 |
DisclosureSEC source: 0001323885-24-000112 · wk-form4_1726663825.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,337 F1 · shares: The Reporting Person has elected to transfer these shares to the Company to satisfy the tax withholding obligation incurred upon the vesting and release of shares previously acquired pursuant to a Restricted Stock Award. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:15 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 12,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-23-000029 · wf-form4_167788165753277.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,433 F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:10 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 294 | $34.86 | $10,248.84 |
DisclosureSEC source: 0001323885-23-000002 · wf-form4_167278378610543.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,194 F1 · shares: Shares acquired pursuant to the AtriCure, Inc. 2018 Employee Stock Purchase Plan for the period ended December 31, 2022. F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on July 1, 2022, which is the first trading day of the applicable offering period. The closing price on July 1, 2022 was $41.01. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 12:38 UTC | AtriCure, Inc. ATRC · Entity 2704 | GrantCommon Stock | 16,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001323885-22-000085 · wf-form4_165425989526676.xml · nonDerivative · entry 1 Yount Deborah Lee · CIK 0001926195 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,900 F1 · acquired: The Reporting Person acquired these shares pursuant to a Restricted Stock Award under the AtriCure, Inc. 2014 Stock Incentive Plan. One third of the shares will vest annually upon the respective one, two, and three year anniversaries of the date of grant. 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.