Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Outset Medical, Inc.OM · Entity 7026 | Chief People Officer | January 12, 2024 | January 18, 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.
Outset Medical, Inc.
Report date January 12, 2024 · Filed January 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,448 |
Ending reported balance
After 2024-01-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-12 · Grant · Acquired 3,586 · Balance 62,216 F1: On January 26, 2022, the reporting person was granted performance-based restricted stock units ("PSUs") subject to the satisfaction of specified performance criteria as of December 31, 2023. The reported amount represents the number of PSUs earned by the reporting person on January 12, 2024, upon certification by the Compensation Committee of the Issuer's Board of Directors of the satisfaction of specified performance criteria. Each PSU represents a contingent right to receive one share of common stock. These PSUs vested 50% on January 12, 2024, and the remaining 50% shall vest on December 31, 2024, subject to the reporting person's continuous service through the vesting date. Row 2 · 2024-01-16 · Sale · Disposed 768 · Balance 61,448 F2: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of PSUs on January 12, 2024 described in footnote (1) above. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 26, 2022, the reporting person was granted performance-based restricted stock units ("PSUs") subject to the satisfaction of specified performance criteria as of December 31, 2023. The reported amount represents the number of PSUs earned by the reporting person on January 12, 2024, upon certification by the Compensation Committee of the Issuer's Board of Directors of the satisfaction of specified performance criteria. Each PSU represents a contingent right to receive one share of common stock. These PSUs vested 50% on January 12, 2024, and the remaining 50% shall vest on December 31, 2024, subject to the reporting person's continuous service through the vesting date.
F2: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of PSUs on January 12, 2024 described in footnote (1) above. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person.
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 |
|---|---|---|---|---|---|---|
| January 16, 2024 Filed Jan 18, 2024 01:02 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 768 | $4.29 | $3,294.72 |
DisclosureSEC source: 0001484612-24-000017 · edgardoc.xml · nonDerivative · entry 2 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,448 F2 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of PSUs on January 12, 2024 described in footnote (1) above. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| January 12, 2024 Filed Jan 18, 2024 01:02 UTC | Outset Medical, Inc. OM · Entity 7026 | GrantCommon Stock | 3,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001484612-24-000017 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,216 F1 · shares: On January 26, 2022, the reporting person was granted performance-based restricted stock units ("PSUs") subject to the satisfaction of specified performance criteria as of December 31, 2023. The reported amount represents the number of PSUs earned by the reporting person on January 12, 2024, upon certification by the Compensation Committee of the Issuer's Board of Directors of the satisfaction of specified performance criteria. Each PSU represents a contingent right to receive one share of common stock. These PSUs vested 50% on January 12, 2024, and the remaining 50% shall vest on December 31, 2024, subject to the reporting person's continuous service through the vesting date. Read SEC document |
| January 08, 2024 Filed Jan 9, 2024 01:31 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 4,766 | $5.49 | $26,165.34 |
DisclosureSEC source: 0001484612-24-000009 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,630 F1 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 11,488 shares of Common Stock underlying RSUs granted to the reporting person on January 6, 2023. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 21:17 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 671 | $4.76 | $3,193.96 |
DisclosureSEC source: 0001484612-23-000088 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,396 F1 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of an aggregate of 1,776 shares of Common Stock underlying RSUs granted to the reporting person on March 8, 2021, October 22, 2021, and January 26, 2022. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · balance_after: Includes 1 share of Common Stock acquired pursuant to the Outset Medical, Inc. 2020 Employee Stock Purchase Plan ("ESPP"), for the purchase period of March 1, 2023 to August 31, 2023. This transaction is exempt from Rule 16b-3(c). Read SEC document |
| August 16, 2023 Filed Aug 17, 2023 20:37 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 638 | $15.10 | $9,633.80 |
DisclosureSEC source: 0001484612-23-000070 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,066 F1 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of an aggregate of 1,776 shares of Common Stock underlying RSUs granted to the reporting person on March 8, 2021, October 22, 2021, and January 26, 2022. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on August 16, 2023 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. Read SEC document |
| May 16, 2023 Filed May 17, 2023 00:34 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 626 | $19.91 | $12,463.66 |
DisclosureSEC source: 0001484612-23-000039 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,704 F1 · price: The sale price of the reporting person's shares represents the weighted average price of all shares sold by a broker on May 16, 2023 on behalf of a group of employees of the Issuer to satisfy the payment of withholding tax liability of such employees. F2 · balance_after: Includes 1,422 shares of Common Stock acquired pursuant to the Outset Medical, Inc. 2020 Employee Stock Purchase Plan ("ESPP"), for the purchase period of September 1, 2022 to February 28, 2023. This transaction is exempt from Rule 16b-3(c). Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 01:43 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 33 | $24.37 | $804.21 |
DisclosureSEC source: 0001484612-23-000023 · edgardoc.xml · nonDerivative · entry 3 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,908 F3 · kind: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 93 shares of Common Stock underlying RSUs granted to the reporting person on October 22, 2021. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 01:43 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 112 | $24.36 | $2,728.32 |
DisclosureSEC source: 0001484612-23-000023 · edgardoc.xml · nonDerivative · entry 2 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,941 F2 · kind: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 298 shares of Common Stock underlying RSUs granted to the reporting person on March 8, 2021. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 01:43 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 482 | $24.36 | $11,741.52 |
DisclosureSEC source: 0001484612-23-000023 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,053 F1 · kind: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 1,384 shares of Common Stock underlying RSUs granted to the reporting person on January 26, 2022. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| January 27, 2023 Filed Jan 30, 2023 21:43 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 2,295 | $27.92 | $64,076.40 |
DisclosureSEC source: 0001484612-23-000012 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,535 F1 · kind: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 5,534 shares of Common Stock underlying RSUs granted to the reporting person on January 26, 2022. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| January 06, 2023 Filed Jan 9, 2023 21:57 UTC | Outset Medical, Inc. OM · Entity 7026 | GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001484612-23-000009 · edgardoc.xml · nonDerivative · entry 2 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,830 F2 · shares: Represents portion of stock units granted to the reporting person on January 6, 2023 that will vest on December 31, 2025, subject only to the reporting person's continuous service through the vesting date. Each stock unit represents a contingent right to receive one share of common stock. Read SEC document |
| January 06, 2023 Filed Jan 9, 2023 21:57 UTC | Outset Medical, Inc. OM · Entity 7026 | GrantCommon Stock | 34,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001484612-23-000009 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,891 F1 · shares: Represents restricted stock units ("RSU") granted to the reporting person on January 6, 2023. Each RSU represents a contingent right to receive one share of common stock. These RSUs shall vest 33.33% on January 6, 2024, and the remaining 66.67% shall vest in equal installments over the course of the following two years on a quarterly basis on each February 15th, May 15th, August 15th and November 15th, subject to the reporting person's continuous service through the applicable vesting date. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 21:15 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 34 | $19.29 | $655.86 |
DisclosureSEC source: 0001484612-22-000073 · edgardoc.xml · nonDerivative · entry 2 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,425 F2 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 93 shares of Common Stock underlying RSUs granted to the reporting person on October 22, 2021. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 21:15 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 105 | $19.29 | $2,025.45 |
DisclosureSEC source: 0001484612-22-000073 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,459 F1 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 298 shares of Common Stock underlying RSUs granted to the reporting person on March 8, 2021. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| October 25, 2022 Filed Oct 26, 2022 21:18 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 131 | $15.02 | $1,967.62 |
DisclosureSEC source: 0001484612-22-000069 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,564 F1 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 374 shares of Common Stock underlying RSUs granted to the reporting person on October 22, 2021. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 22:16 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 106 | $21.48 | $2,276.88 |
DisclosureSEC source: 0001484612-22-000064 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,695 F1 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 299 shares of Common Stock underlying RSUs granted to the reporting person on March 8, 2021. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| May 17, 2022 Filed May 17, 2022 23:03 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 105 | $26.36 | $2,767.80 |
DisclosureSEC source: 0001484612-22-000040 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,801 F1 · shares: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 299 shares of Common Stock underlying RSUs granted to the reporting person on March 8, 2021. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. Read SEC document |
| March 09, 2022 Filed Mar 15, 2022 23:54 UTC | Outset Medical, Inc. OM · Entity 7026 | SaleCommon Stock | 416 | $41.72 | $17,355.52 |
DisclosureSEC source: 0001484612-22-000023 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,906 F1 · kind: Required number of shares sold by the reporting person to cover tax withholding obligations in connection with the vesting of 1,193 shares of Common Stock underlying RSUs granted to the reporting person on March 8, 2021. This sale was made to satisfy tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary trade by the reporting person. F2 · balance_after: Includes 500 shares of Common Stock acquired pursuant to the Outset Medical, Inc. 2020 Employee Stock Purchase Plan ("ESPP"), for the purchase period of September 1, 2021 to February 28, 2022. This transaction is exempt from Rule 16b-3(c). Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 21:54 UTC | Outset Medical, Inc. OM · Entity 7026 | GrantCommon Stock | 934 | $0.00 | $0.00 |
DisclosureSEC source: 0001484612-22-000012 · edgardoc.xml · nonDerivative · entry 2 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,822 F2 · shares: Represents portion of stock units granted to the reporting person on January 26, 2022 that will vest on December 31, 2024, subject only to the reporting person's continuous service through the vesting date. Each stock unit represents a contingent right to receive one share of common stock. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 21:54 UTC | Outset Medical, Inc. OM · Entity 7026 | GrantCommon Stock | 16,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001484612-22-000012 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,888 F1 · shares: Represents restricted stock units ("RSU") granted to the reporting person on January 26, 2022. Each RSU represents a contingent right to receive one share of common stock. These RSUs shall vest 33.33% on January 26, 2023, and the remaining 66.67% shall vest in equal installments over the course of the following two years on a quarterly basis on each February 15th, May 15th, August 15th and November 15th, subject to the reporting person's continuous service through the applicable vesting date. Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 20:36 UTC | Outset Medical, Inc. OM · Entity 7026 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,811 | $0.00 Strike: $51.53 | $0.00 |
DisclosureSEC source: 0001484612-21-000071 · edgardoc.xml · derivative · entry 2 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,811 Underlying: Common Stock · 2,811 shares Expires 2031-10-22 F2 · derivative.exercise_date: This option vests 25% on October 22, 2022 and then in 36 equal monthly installments thereafter, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 20:36 UTC | Outset Medical, Inc. OM · Entity 7026 | GrantCommon Stock | 1,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001484612-21-000071 · edgardoc.xml · nonDerivative · entry 1 Porter Stacey L. · CIK 0001889204 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,283 F1 · kind: Represent Restricted Stock Units (RSUs) granted to the reporting person on October 22, 2021. Each RSU represents a contingent right to receive one share of common stock. These RSUs shall vest 25% on October 22, 2022, then quarterly over three years on each February 15th, May 15th, August 15th and November 15th, subject to the reporting person's continuous service through the applicable vesting date. 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.