Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Axogen, Inc.AXGN · Entity 4297 | Chief R&D Officer | March 16, 2024 | March 26, 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.
Axogen, Inc.
Report date March 16, 2024 · Filed March 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,250 |
Reported balance
After 2024-03-16 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-03-16 · Exercise / conversion · Acquired 21,281 · Balance 58,250 F1: This reflects the number of restricted stock units that became vested as of March 16, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 52,999 |
Reported balance
After 2024-03-21 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-03-21 · Sale · Disposed 5,251 · Balance 52,999 F2: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 57,124 |
Reported balance
After 2024-03-16 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2024-03-16 · Exercise / conversion · Acquired 4,125 · Balance 57,124 F1: This reflects the number of restricted stock units that became vested as of March 16, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 56,104 |
Reported balance
After 2024-03-21 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2024-03-21 · Sale · Disposed 1,020 · Balance 56,104 F2: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 58,604 |
Reported balance
After 2024-03-21 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2024-03-21 · Exercise / conversion · Acquired 2,500 · Balance 58,604 F1: This reflects the number of restricted stock units that became vested as of March 16, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 57,994 |
Reported balance
After 2024-03-21 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2024-03-21 · Sale · Disposed 610 · Balance 57,994 F2: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,282 |
Reported balance
After 2024-03-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-03-16 · Exercise / conversion · Disposed 21,281 · Balance 21,282 F3: Each restricted stock unit represents a contingent right to receive one share of Axogen, Inc. common stock. F4: All shares of Axogen Inc. common stock underlying the restricted stock units will be fully vested on March 16, 2026 (4 years from the grant date) based upon a vesting schedule whereby 50% of the aggregateshares vest on March 16, 2024 (24 months from the grant date) and an additional 25% of the aggregate shares vest each 12 months thereafter. Vested shares will be delivered to the reporting person upon the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,125 |
Reported balance
After 2024-03-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-03-16 · Exercise / conversion · Disposed 4,125 · Balance 4,125 F3: Each restricted stock unit represents a contingent right to receive one share of Axogen, Inc. common stock. F5: All shares of Axogen Inc. common stock underlying the restricted stock units will be fully vested on March 16, 2025 (4 years from the grant date) based upon a vesting schedule whereby 50% of the aggregate shares vest on March 16, 2023, 25% of the aggregate shares vest on March 16, 2024, and 25% of the aggregate shares vest on March 16, 2025. Vested shares will be delivered to the reporting person upon the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-16 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-03-16 · Exercise / conversion · Disposed 2,500 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of Axogen, Inc. common stock. F6: All shares of Axogen Inc. common stock underlying the restricted stock units will be fully vested on March 16, 2024 (4 years from the grant date) based upon a vesting schedule whereby 50% of the aggregate shares vest on March 16, 2022 (24 months from the grant date) and an additional 25% of the aggregate shares vest each 12 months thereafter. Vested shares will be delivered to the reporting person upon the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This reflects the number of restricted stock units that became vested as of March 16, 2024.
F2: Represents the number of shares required to be sold by the reporting person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person.
F3: Each restricted stock unit represents a contingent right to receive one share of Axogen, Inc. common stock.
F4: All shares of Axogen Inc. common stock underlying the restricted stock units will be fully vested on March 16, 2026 (4 years from the grant date) based upon a vesting schedule whereby 50% of the aggregateshares vest on March 16, 2024 (24 months from the grant date) and an additional 25% of the aggregate shares vest each 12 months thereafter. Vested shares will be delivered to the reporting person upon the vesting date.
F5: All shares of Axogen Inc. common stock underlying the restricted stock units will be fully vested on March 16, 2025 (4 years from the grant date) based upon a vesting schedule whereby 50% of the aggregate shares vest on March 16, 2023, 25% of the aggregate shares vest on March 16, 2024, and 25% of the aggregate shares vest on March 16, 2025. Vested shares will be delivered to the reporting person upon the vesting date.
F6: All shares of Axogen Inc. common stock underlying the restricted stock units will be fully vested on March 16, 2024 (4 years from the grant date) based upon a vesting schedule whereby 50% of the aggregate shares vest on March 16, 2022 (24 months from the grant date) and an additional 25% of the aggregate shares vest each 12 months thereafter. Vested shares will be delivered to the reporting person upon the vesting date.
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 |
|---|---|---|---|---|---|---|
| December 27, 2018 Filed Dec 31, 2018 21:36 UTC | Axogen, Inc. AXGN · Entity 4297 | GrantRestricted Stock Units · Derivative | 4,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-014319 · edgar.xml · derivative · entry 2 Scopelianos Angelo · CIK 0001751541 · VP Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,600 Underlying: Common Stock · 4,600 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AxoGen, Inc. common stock. F3 · derivative.exercise_date: All shares of AxoGen Inc. common stock underlying the restricted stock Units will be fully vested on December 27, 2022 (4 years from the grant date) based upon a vesting schedule whereby 50% of the aggregate shares vest on December 27, 2020 (24 months from the grant date) and an additional 25% of the aggregate shares vest each 12 months thereafter. Vested shares will be delivered to the reporting person upon the vesting date. F3 · derivative.expiration_date: All shares of AxoGen Inc. common stock underlying the restricted stock Units will be fully vested on December 27, 2022 (4 years from the grant date) based upon a vesting schedule whereby 50% of the aggregate shares vest on December 27, 2020 (24 months from the grant date) and an additional 25% of the aggregate shares vest each 12 months thereafter. Vested shares will be delivered to the reporting person upon the vesting date. Read SEC document |
| December 27, 2018 Filed Dec 31, 2018 21:36 UTC | Axogen, Inc. AXGN · Entity 4297 | GrantEmployee Stock Option (right to purchase) · Derivative | 32,900 | $0.00 Strike: $19.17 | $0.00 |
DisclosureSEC source: 0001179110-18-014319 · edgar.xml · derivative · entry 1 Scopelianos Angelo · CIK 0001751541 · VP Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,900 Underlying: Common Stock · 32,900 shares Expires 2028-12-27 F1 · derivative.exercise_date: All shares of AxoGen, Inc. common stock underlying the employee stock option will be fully vested on December 27, 2022 (4 years from the option grant date) based upon a vesting schedule whereby 50% of the aggregate shares vest on December 27, 2020 (24 months from the option grant date) and an additional 12.5% of the aggregate shares vest each 6 months thereafter. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 21:12 UTC | Axogen, Inc. AXGN · Entity 4297 | GrantEmployee Stock Option (right to purchase) · Derivative | 40,000 | $0.00 Strike: $45.00 | $0.00 |
DisclosureSEC source: 0001182489-18-000359 · edgar.xml · derivative · entry 1 Scopelianos Angelo · CIK 0001751541 · VP Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2028-09-04 F1 · derivative.exercise_date: All shares of AxoGen, Inc. common stock underlying the employee stock option will be fully vested on September 4, 2022 (4 years from the option grant date) based upon a vesting schedule whereby 50% of the aggregate shares vest on September 4, 2020 (24 months from the option grant date) and an additional 12.5% of the aggregate shares vest each 6 months thereafter. 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.