Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Integer Holdings CorpITGR · Entity 4016 | Director · President & CEO | March 10, 2017 | March 14, 2017 |
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.
Integer Holdings Corp
Report date March 10, 2017 · Filed March 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 242,305 |
Ending reported balance
After 2017-03-10 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2017-03-10 · Exercise / conversion · Acquired 34,337 · Balance 276,642 Row 2 · 2017-03-10 · Exercise / conversion · Acquired 50,000 · Balance 326,642 Row 3 · 2017-03-10 · Exercise / conversion · Acquired 62,658 · Balance 389,300 Row 4 · 2017-03-10 · Sale · Disposed 34,337 · Balance 354,963 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $37.50 to $38.15, inclusive. Row 5 · 2017-03-10 · Sale · Disposed 50,000 · Balance 304,963 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $37.25 to $37.75, inclusive. Row 6 · 2017-03-10 · Sale · Disposed 62,658 · Balance 242,305 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $37.10 to $37.35, inclusive. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $19.44 · Expires 2020-03-10 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-03-10 · Exercise / conversion · Disposed 34,337 · Balance 0 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $22.53 · Expires 2021-01-01 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-03-10 · Exercise / conversion · Disposed 62,658 · Balance 0 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $19.94 · Expires 2020-04-10 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-03-10 · Exercise / conversion · Disposed 50,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,418 |
Reported balance
Holding disclosure · report date 2017-03-10 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 3,418 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $37.50 to $38.15, inclusive.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $37.25 to $37.75, inclusive.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $37.10 to $37.35, inclusive.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BARNES GROUP INC
Report date January 27, 2025 · Filed January 27, 2025
Section 16 reporting ended · disclosed 2025-01-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-01-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-01-27 · Other · Disposed 187,500 · Balance 460,011 F1: In connection with the transactions contemplated by the Merger Agreement (as defined below), the reporting person entered into a Rollover Agreement, dated as of January 27, 2025 (the "Rollover Agreement"), pursuant to which, immediately prior to the Effective Time (as defined below) and subject to the terms and conditions of the Rollover Agreement: F2: (Continued from footnote 1) (i) the reporting person contributed 187,500 shares of Barnes Group Inc. ("Barnes") common stock to Goat Topco, Inc. (the "First Contribution"), in exchange for 890,625 shares of Goat Topco, Inc. common stock (such amount, the "Topco Shares"); (ii) immediately after the First Contribution, the reporting person contributed the Topco Shares (the "Second Contribution") to Goat Parent, L.P. in exchange for 890,625 Class A common units of Goat Parent, L.P. (such amount, the "Parent Units"); and (iii) immediately after the Second Contribution, the reporting person contributed the Parent Units to Goat Management Co-Invest Holdings, LLC ("Management Holdco") in exchange for 890,625 Class A common units of Management Holdco. Row 2 · 2025-01-27 · Disposition to issuer · Disposed 416,412 · Balance 43,599 F3: Represents shares of Barnes common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person as of the Effective Time was converted into the right to receive $47.50 in cash (the "Merger Consideration"). Row 3 · 2025-01-27 · Disposition to issuer · Disposed 43,599 · Balance 0 F4: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the transactions contemplated by the Merger Agreement (as defined below), the reporting person entered into a Rollover Agreement, dated as of January 27, 2025 (the "Rollover Agreement"), pursuant to which, immediately prior to the Effective Time (as defined below) and subject to the terms and conditions of the Rollover Agreement:
F2: (Continued from footnote 1) (i) the reporting person contributed 187,500 shares of Barnes Group Inc. ("Barnes") common stock to Goat Topco, Inc. (the "First Contribution"), in exchange for 890,625 shares of Goat Topco, Inc. common stock (such amount, the "Topco Shares"); (ii) immediately after the First Contribution, the reporting person contributed the Topco Shares (the "Second Contribution") to Goat Parent, L.P. in exchange for 890,625 Class A common units of Goat Parent, L.P. (such amount, the "Parent Units"); and (iii) immediately after the Second Contribution, the reporting person contributed the Parent Units to Goat Management Co-Invest Holdings, LLC ("Management Holdco") in exchange for 890,625 Class A common units of Management Holdco.
F3: Represents shares of Barnes common stock disposed of in connection with the Agreement and Plan of Merger, dated October 6, 2024, by and among Barnes, Goat Holdco, LLC and Goat Merger Sub, Inc. (the "Merger Agreement"). In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of Barnes common stock held by the reporting person as of the Effective Time was converted into the right to receive $47.50 in cash (the "Merger Consideration").
F4: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award was cashed out based on the Merger Consideration for each underlying share.
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 03, 2017 Filed Mar 7, 2017 19:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionStock options · Derivative | 26,449 | $0.00 Strike: $20.41 | $0.00 |
DisclosureSEC source: 0001209191-17-018664 · doc4.xml · derivative · entry 8 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 26,449 shares Expires 2018-10-13 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 03, 2017 Filed Mar 7, 2017 19:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionStock options · Derivative | 43,417 | $0.00 Strike: $18.79 | $0.00 |
DisclosureSEC source: 0001209191-17-018664 · doc4.xml · derivative · entry 7 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 43,417 shares Expires 2018-03-04 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 03, 2017 Filed Mar 7, 2017 19:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 26,449 | $37.03 | $979,406.47 |
DisclosureSEC source: 0001209191-17-018664 · doc4.xml · nonDerivative · entry 5 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,305 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 19:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 7,059 | $37.45 | $264,359.55 |
DisclosureSEC source: 0001209191-17-018664 · doc4.xml · nonDerivative · entry 4 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,754 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $37.15 to $38.00, inclusive. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 19:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 36,358 | $36.54 | $1,328,521.32 |
DisclosureSEC source: 0001209191-17-018664 · doc4.xml · nonDerivative · entry 3 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,813 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at multiple prices ranging from $36.20 to $37.10, inclusive. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 19:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 26,449 | $20.41 | $539,824.09 |
DisclosureSEC source: 0001209191-17-018664 · doc4.xml · nonDerivative · entry 2 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,171 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 03, 2017 Filed Mar 7, 2017 19:44 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 43,417 | $18.79 | $815,805.43 |
DisclosureSEC source: 0001209191-17-018664 · doc4.xml · nonDerivative · entry 1 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,722 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 22, 2017 Filed Feb 23, 2017 21:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionEmployee stock options · Derivative | 9,256 | $0.00 Strike: $23.79 | $0.00 |
DisclosureSEC source: 0001209191-17-013798 · doc4.xml · derivative · entry 7 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 9,256 shares Expires 2017-03-06 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 22, 2017 Filed Feb 23, 2017 21:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 9,256 | $35.68 | $330,254.08 |
DisclosureSEC source: 0001209191-17-013798 · doc4.xml · nonDerivative · entry 4 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,305 F1 · kind: The sale reported in this form was affected pursuant to a 10b5-1 trading plan adopted by the reporting person on November 29, 2016. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 21:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 9,256 | $23.79 | $220,200.24 |
DisclosureSEC source: 0001209191-17-013798 · doc4.xml · nonDerivative · entry 3 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,561 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 21, 2017 Filed Feb 23, 2017 21:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionEmployee stock options · Derivative | 22,225 | $0.00 Strike: $23.79 | $0.00 |
DisclosureSEC source: 0001209191-17-013798 · doc4.xml · derivative · entry 6 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,256 Underlying: Common · 22,225 shares Expires 2017-03-06 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 21, 2017 Filed Feb 23, 2017 21:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | SaleCommon Stock | 22,225 | $35.66 | $792,543.50 |
DisclosureSEC source: 0001209191-17-013798 · doc4.xml · nonDerivative · entry 2 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,305 F1 · kind: The sale reported in this form was affected pursuant to a 10b5-1 trading plan adopted by the reporting person on November 29, 2016. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:35 UTC | Integer Holdings Corp ITGR · Entity 4016 | Exercise / conversionCommon Stock | 22,225 | $23.79 | $528,732.75 |
DisclosureSEC source: 0001209191-17-013798 · doc4.xml · nonDerivative · entry 1 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,530 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 07, 2017 Filed Feb 8, 2017 15:50 UTC | BARNES GROUP INC B · Entity 83822 | GrantCommon Stock | 2,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000009984-17-000006 · edgar.xml · nonDerivative · entry 1 HOOK THOMAS J · CIK 0001180346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,968 F1 · kind: Reporting Person has received 2043 Restricted Stock Units that are subject to forfeiture if certain events occur. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:01 UTC | Integer Holdings Corp ITGR · Entity 4016 | GrantRestricted Stock Units · Derivative | 34,486 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008720 · doc4.xml · derivative · entry 3 HOOK THOMAS J · CIK 0001180346 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,486 Underlying: Common · 34,486 shares Expires 2027-02-06 F2 · derivative.exercise_date: Grant of restricted stock units that vest in three equal annual installments on the last day of each fiscal year beginning in fiscal year 2017. 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.