Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orthofix Medical Inc.OFIX · Entity 1975 | President, Global Orthopedics | June 08, 2024 | June 12, 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.
Orthofix Medical Inc.
Report date June 08, 2024 · Filed June 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 227,747 |
Reported balance
After 2024-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-08 · Tax withholding · Disposed 4,267 · Balance 227,747 F1: Includes 158,664 previously reported restriced stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 158,664 previously reported restriced 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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 3, 2019 21:38 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 3,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023373 · doc4.xml · nonDerivative · entry 1 Elting Kimberley A. · CIK 0001605209 · Chief Legal & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,508 F1 · shares: Represents time-based vesting restricted stock units that vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 1, 2019. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:32 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Exercise / conversionStock Option (right to buy) · Derivative | 7,000 | $0.00 Strike: $42.89 | $0.00 |
DisclosureSEC source: 0001209191-18-057410 · doc4.xml · derivative · entry 3 Elting Kimberley A. · CIK 0001605209 · Chief Legal & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 7,000 shares Expires 2026-09-26 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 stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, September 26, 2016. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:32 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock | 7,000 | $61.05 | $427,337.40 |
DisclosureSEC source: 0001209191-18-057410 · doc4.xml · nonDerivative · entry 2 Elting Kimberley A. · CIK 0001605209 · Chief Legal & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,740 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.00 to $61.16, inclusive. The reporting person undertakes to provide to Orthofix Medical Inc., any security holder of Orthofix Medical Inc., 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 (1) to this Form 4. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:32 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Exercise / conversionCommon Stock | 7,000 | $42.89 | $300,230.00 |
DisclosureSEC source: 0001209191-18-057410 · doc4.xml · nonDerivative · entry 1 Elting Kimberley A. · CIK 0001605209 · Chief Legal & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,740 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 |
| September 26, 2018 Filed Sep 28, 2018 20:47 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 550 | $56.79 | $31,234.50 |
DisclosureSEC source: 0001209191-18-052569 · doc4.xml · nonDerivative · entry 1 Elting Kimberley A. · CIK 0001605209 · Chief Legal & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,740 Read SEC document |
| September 05, 2018 Filed Sep 10, 2018 22:43 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 3,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050360 · doc4.xml · nonDerivative · entry 1 Elting Kimberley A. · CIK 0001605209 · Chief Legal & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,290 F1 · shares: Represents time-based vesting restricted stock that vests in 25% increments on the first, second, third and fourth anniversaries of the grant date, September 5, 2018. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 22:34 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 6,814 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023268 · doc4.xml · derivative · entry 3 Elting Kimberley A. · CIK 0001605209 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,814 Underlying: Common Stock · 6,814 shares Expires 2021-04-02 F3 · derivative.exercise_date: Represents market-based vesting performance stock units ("PSUs") that will settle as common stock on a one-for-one basis. The performance period of the grant is defined as April 2, 2018 to April 2, 2021. The PSUs will vest based on the percentile rank of the Company's total shareholder return ("TSR") over the performance period in relation to the TSR of the specified index companies. The index companies are based upon the companies included within the S&P Healthcare Select Sector index as of April 2, 2018, the grant date. In the event that the Company's TSR ranks at the 75th percentile or greater for the performance period, 200% of the PSUs will vest. In the event that the Company's TSR ranks between the 50th percentile and the 75th percentile, 100-200% of the PSUs will vest and 50-100% of the PSUs will vest if the Company's TSR ranks between the 25th percentile and 50th percentile. No PSUs will vest if the Company ranks below the 25th percentile. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 22:34 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 12,095 | $0.00 Strike: $56.87 | $0.00 |
DisclosureSEC source: 0001209191-18-023268 · doc4.xml · derivative · entry 2 Elting Kimberley A. · CIK 0001605209 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,095 Underlying: Common Stock · 12,095 shares Expires 2028-04-02 F2 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 2, 2018. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 22:34 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023268 · doc4.xml · nonDerivative · entry 1 Elting Kimberley A. · CIK 0001605209 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,790 F1 · shares: Represents time-based vesting restricted stock that vests in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 2, 2018. Read SEC document |
| July 03, 2017 Filed Jul 10, 2017 22:01 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 7,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044657 · doc4.xml · derivative · entry 3 Elting Kimberley A. · CIK 0001605209 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,050 Underlying: Common Stock · 7,050 shares Expires 2020-07-03 F3 · derivative.exercise_date: Represents market-based vesting performance stock units ("PSUs") that will settle as common stock on a one-for-one basis. The performance period of the grant is defined as July 3, 2017 to July 3, 2020. The PSUs will vest based on the percentile rank of the Company's total shareholder return ("TSR") over the performance period in relation to the TSR of the specified index companies. The index companies are based upon the companies included within the S&P Healthcare Select Sector index as of July 3, 2017, the grant date. In the event that the Company's TSR ranks at the 75th percentile or greater for the performance period, 200% of the PSUs will vest. In the event that the Company's TSR ranks between the 50th percentile and the 75th percentile, 100-200% of the PSUs will vest and 50-100% of the PSUs will vest if the Company's TSR ranks between the 25th percentile and 50th percentile. No PSUs will vest if the Company ranks below the 25th percentile. Read SEC document |
| July 03, 2017 Filed Jul 10, 2017 22:01 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 12,301 | $0.00 Strike: $46.10 | $0.00 |
DisclosureSEC source: 0001209191-17-044657 · doc4.xml · derivative · entry 2 Elting Kimberley A. · CIK 0001605209 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,301 Underlying: Common Stock · 12,301 shares Expires 2027-07-03 F2 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, July 3, 2017. Read SEC document |
| July 03, 2017 Filed Jul 10, 2017 22:01 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 3,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044657 · doc4.xml · nonDerivative · entry 1 Elting Kimberley A. · CIK 0001605209 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,125 F1 · shares: Represents time-based vesting restricted stock that vests in 25% increments on the first, second, third and fourth anniversaries of the grant date, July 3, 2017. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 20:50 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 22,000 | $0.00 Strike: $42.89 | $0.00 |
DisclosureSEC source: 0001209191-16-143017 · doc4.xml · derivative · entry 2 Elting Kimberley A. · CIK 0001605209 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Stock · 22,000 shares Expires 2026-09-26 F2 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, September 26, 2016. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 20:50 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143017 · doc4.xml · nonDerivative · entry 1 Elting Kimberley A. · CIK 0001605209 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,600 F1 · shares: Represents time-based vesting restricted stock that vests in 25% increments on the first, second, third and fourth anniversaries of the grant date, September 26, 2016. 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.