Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ICU MEDICAL INC/DEICUI · Entity 2385 | Director | March 14, 2024 | March 14, 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.
ICU MEDICAL INC/DE
Report date March 14, 2024 · Filed March 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Partnership | 877,343 |
Reported balance
After 2024-03-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-03-14 · Sale · Disposed 7,978 · Balance 877,343 F1: All shares sold were sold at the exact price disclosed. |
| Common StockSEC Table I · non-derivative | Direct | 317,753 |
Reported balance
Holding disclosure · report date 2024-03-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 317,753 |
Filing footnotes · ownership attribution and instrument terms
F1: All shares sold were sold at the exact price disclosed.
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 08, 2017 Filed Mar 8, 2017 22:46 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $37.00 Strike: $37.00 | $555,000.00 |
DisclosureSEC source: 0001073397-17-000002 · edgardoc.xml · derivative · entry 4 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2020-07-21 F1 · derivative.exercise_price: This transaction was a cash exercise. F2 · derivative.exercise_date: Options vest and are exercisable as to 25% of the underlying grant one year after the date of grant and in equal monthly installments thereafter for three additional years. Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 22:46 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherCommon Stock | 40,000 | $43.12 | $1,724,800.00 |
DisclosureSEC source: 0001073397-17-000002 · edgardoc.xml · nonDerivative · entry 2 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 565,716 Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 22:46 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherCommon Stock | 15,000 | $37.00 | $555,000.00 |
DisclosureSEC source: 0001073397-17-000002 · edgardoc.xml · nonDerivative · entry 1 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,716 Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 23:20 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 45,000 | $38.85 Strike: $38.85 | $1,748,250.00 |
DisclosureSEC source: 0001073397-17-000001 · edgardoc.xml · derivative · entry 7 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,000 shares Expires 2019-07-22 F1 · derivative.exercise_price: This transaction was a cash exercise. Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 23:20 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 25,000 | $37.00 Strike: $37.00 | $925,000.00 |
DisclosureSEC source: 0001073397-17-000001 · edgardoc.xml · derivative · entry 6 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 25,000 shares Expires 2020-07-21 F1 · derivative.exercise_price: This transaction was a cash exercise. Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 23:20 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 40,000 | $32.31 Strike: $32.31 | $1,292,400.00 |
DisclosureSEC source: 0001073397-17-000001 · edgardoc.xml · derivative · entry 5 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2020-02-04 F1 · derivative.exercise_price: This transaction was a cash exercise. Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 23:20 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherCommon Stock | 25,000 | $37.00 | $925,000.00 |
DisclosureSEC source: 0001073397-17-000001 · edgardoc.xml · nonDerivative · entry 3 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,716 Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 23:20 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherCommon Stock | 40,000 | $32.31 | $1,292,400.00 |
DisclosureSEC source: 0001073397-17-000001 · edgardoc.xml · nonDerivative · entry 2 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,716 Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 23:20 UTC | ICU MEDICAL INC/DE ICUI · Entity 2385 | OtherCommon Stock | 45,000 | $38.85 | $1,748,250.00 |
DisclosureSEC source: 0001073397-17-000001 · edgardoc.xml · nonDerivative · entry 1 LOPEZ GEORGE A · CIK 0001073397 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,716 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.