Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bioventus Inc.BVS · Entity 4996 | Director · Interim CEO | August 18, 2023 | August 22, 2023 |
| Nuvectra CorpNVTR · Entity 152882 | Director | December 21, 2019 | December 26, 2019 |
| Sonendo, Inc.SONX · Entity 9738 | Director | September 17, 2024 | September 19, 2024 |
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.
Bioventus Inc.
Report date August 18, 2023 · Filed August 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 138,290 |
Reported balance
After 2023-08-18 transaction · row 1
1 source rowRow 1 · 2023-08-18 · Purchase · Acquired 13,290 · Balance 138,290 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $3.89 to $4.405, inclusive. Reporting Person undertakes to provide to 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 purchased at each separate price within the ranges set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse's Trust | 26,595 |
Reported balance
After 2023-08-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-08-18 · Purchase · Acquired 26,595 · Balance 26,595 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $3.89 to $4.405, inclusive. Reporting Person undertakes to provide to 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 purchased at each separate price within the ranges set forth in this footnote. F2: Reflects shares directly held by The Irene A. Bihl Revocable Trust of which the Reporting Person and his spouse are trustees and among the beneficiaries. The Reporting Person disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $3.89 to $4.405, inclusive. Reporting Person undertakes to provide to 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 purchased at each separate price within the ranges set forth in this footnote.
F2: Reflects shares directly held by The Irene A. Bihl Revocable Trust of which the Reporting Person and his spouse are trustees and among the beneficiaries. The Reporting Person disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
Nuvectra Corp
Report date December 21, 2019 · Filed December 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,394 |
Reported balance
After 2019-12-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-21 · Exercise / conversion · Acquired 968 · Balance 30,394 F1: Vesting of Restricted Stock Units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-03-21 | Direct | 968 |
Reported balance
After 2019-12-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-21 · Exercise / conversion · Disposed 968 · Balance 968 F1: Vesting of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of Restricted Stock Units.
Sonendo, Inc.
Report date September 17, 2024 · Filed September 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 325,998 |
Reported balance
After 2024-09-17 transaction · row 1
1 source rowRow 1 · 2024-09-17 · Grant · Acquired 200,000 · Balance 325,998 F1: Represents an award of Restricted Stock Units ("RSUs") granted to the Reporting Person on September 17, 2024 (the "Grant Date"). Each RSU represents a contingent right to receive one share of common stock, par value $0.001 per share of Sonendo, Inc. (the "Issuer"). The RSUs vest in full on the earlier to occur of: (i) the one year anniversary of the Grant Date (ii) and the date of the 2025 annual meeting of stockholders, subject to the Reporting Person's continued service on the Board through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units ("RSUs") granted to the Reporting Person on September 17, 2024 (the "Grant Date"). Each RSU represents a contingent right to receive one share of common stock, par value $0.001 per share of Sonendo, Inc. (the "Issuer"). The RSUs vest in full on the earlier to occur of: (i) the one year anniversary of the Grant Date (ii) and the date of the 2025 annual meeting of stockholders, subject to the Reporting Person's continued service on the Board through the applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MERIDIAN BIOSCIENCE INC
Report date January 31, 2023 · Filed January 31, 2023
Section 16 reporting ended · disclosed 2023-01-31. 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 |
Reported balance
After 2023-01-31 transaction · row 1
1 source rowRow 1 · 2023-01-31 · Disposition to issuer · Disposed 15,408 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger dated as of July 7, 2022 (the "Merger Agreement") by and among the Issuer and SD Biosensor, Inc., a corporation with limited liability organized under the laws of the Republic of Korea whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $34.00 per share in cash and, when so converted, automatically cancelled. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.50 · Expires 2030-07-28 | Direct | 0 |
Reported balance
After 2023-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-31 · Disposition to issuer · Disposed 4,595 · Balance 0 F2: The Stock Option vested in full and was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $34.00 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.36 · Expires 2031-01-27 | Direct | 0 |
Reported balance
After 2023-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-31 · Disposition to issuer · Disposed 5,796 · Balance 0 F3: The Stock Option vested in full and was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $34.00 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.75 · Expires 2032-01-26 | Direct | 0 |
Reported balance
After 2023-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-31 · Disposition to issuer · Disposed 5,656 · Balance 0 F4: The Stock Option vested in full and was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $34.00 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger dated as of July 7, 2022 (the "Merger Agreement") by and among the Issuer and SD Biosensor, Inc., a corporation with limited liability organized under the laws of the Republic of Korea whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $34.00 per share in cash and, when so converted, automatically cancelled.
F2: The Stock Option vested in full and was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $34.00 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment.
F3: The Stock Option vested in full and was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $34.00 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment.
F4: The Stock Option vested in full and was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $34.00 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment.
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 |
|---|---|---|---|---|---|---|
| October 10, 2017 Filed Oct 10, 2017 17:32 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionRestricted Stock Unit · Derivative | 838 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-017014 · rdgdoc.xml · derivative · entry 2 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,674 Underlying: Common Stock · 838 shares Expires 2018-04-10 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 · security: Vesting of Restricted Stock Units. Read SEC document |
| October 10, 2017 Filed Oct 10, 2017 17:32 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionCommon Stock | 838 | $13.87 | $11,623.06 |
DisclosureSEC source: 0001437749-17-017014 · rdgdoc.xml · nonDerivative · entry 1 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,465 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 · security: Vesting of Restricted Stock Units. Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 17:08 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionRestricted Stock Unit · Derivative | 838 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-012474 · rdgdoc.xml · derivative · entry 2 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Underlying: Common Stock · 838 shares Expires 2018-04-10 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 · security: Vesting of Restricted Stock Units. Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 17:08 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionCommon Stock | 838 | $12.73 | $10,667.74 |
DisclosureSEC source: 0001437749-17-012474 · rdgdoc.xml · nonDerivative · entry 1 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,627 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 · security: Vesting of Restricted Stock Units. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 16:46 UTC | Nuvectra Corp NVTR · Entity 152882 | GrantStock Option (right to buy) · Derivative | 3,350 | $0.00 Strike: $6.48 | $0.00 |
DisclosureSEC source: 0001437749-17-006517 · rdgdoc.xml · derivative · entry 2 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,520 Underlying: Common Stock · 3,350 shares Expires 2027-04-10 F2 · security: Grant of stock options, which vests in four equal quarterly installments beginning on July 10, 2017. F2 · derivative.exercise_date: Grant of stock options, which vests in four equal quarterly installments beginning on July 10, 2017. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 16:46 UTC | Nuvectra Corp NVTR · Entity 152882 | GrantRestricted Stock Unit · Derivative | 3,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-006517 · rdgdoc.xml · derivative · entry 1 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,350 Underlying: Common Stock · 3,350 shares Expires 2018-04-10 F1 · security: Grant of restricted stock units, which vests in four equal quarterly installments beginning on July 10, 2017. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · derivative.exercise_date: Grant of restricted stock units, which vests in four equal quarterly installments beginning on July 10, 2017. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Read SEC document |
| April 07, 2017 Filed Apr 11, 2017 16:46 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionRestricted Stock Unit · Derivative | 837 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-006433 · rdgdoc.xml · derivative · entry 2 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 837 shares Expires 2017-04-07 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 · shares: Vesting of Restricted Stock Units. Read SEC document |
| April 07, 2017 Filed Apr 11, 2017 16:46 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionCommon Stock | 837 | $6.36 | $5,323.32 |
DisclosureSEC source: 0001437749-17-006433 · rdgdoc.xml · nonDerivative · entry 1 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,789 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 · shares: Vesting of Restricted Stock Units. Read SEC document |
| January 07, 2017 Filed Jan 10, 2017 16:12 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionRestricted Stock Unit · Derivative | 837 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-000443 · rdgdoc.xml · derivative · entry 2 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837 Underlying: Common Stock · 837 shares Expires 2017-07-07 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 · shares: Vesting of Restricted Stock Units. Read SEC document |
| January 07, 2017 Filed Jan 10, 2017 16:12 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionCommon Stock | 837 | $5.58 | $4,670.46 |
DisclosureSEC source: 0001437749-17-000443 · rdgdoc.xml · nonDerivative · entry 1 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,952 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 · shares: Vesting of Restricted Stock Units. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 11:44 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionRestricted Stock Unit · Derivative | 839 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-16-039662 · rdgdoc.xml · derivative · entry 2 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,674 Underlying: Common Stock · 839 shares Expires 2017-07-07 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 · shares: Vesting of Restricted Stock Unit. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 11:44 UTC | Nuvectra Corp NVTR · Entity 152882 | Exercise / conversionCommon Stock | 839 | $6.53 | $5,478.67 |
DisclosureSEC source: 0001437749-16-039662 · rdgdoc.xml · nonDerivative · entry 1 Bihl Anthony P III · CIK 0001432665 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,115 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 · shares: Vesting of Restricted Stock Unit. 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.