Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardiovascular Systems IncCSII · Entity 114141 | Chief Operating Officer | August 15, 2017 | August 17, 2017 |
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.
Cardiovascular Systems Inc
Report date August 15, 2017 · Filed August 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 151,280 |
Ending reported balance
After 2017-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-08-15 · Sale · Disposed 2,674 · Balance 153,339 F1: In connection with the vesting and delivery of restricted stock and pursuant to a Rule 10b5-1 trading plan, on the date the shares were sold the net proceeds were used to pay required withholding taxes. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.65 to $30.89 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular Systems, 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. Row 2 · 2017-08-16 · Sale · Disposed 2,059 · Balance 151,280 F1: In connection with the vesting and delivery of restricted stock and pursuant to a Rule 10b5-1 trading plan, on the date the shares were sold the net proceeds were used to pay required withholding taxes. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.63 to $30.85 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular Systems, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting and delivery of restricted stock and pursuant to a Rule 10b5-1 trading plan, on the date the shares were sold the net proceeds were used to pay required withholding taxes.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.65 to $30.89 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular Systems, 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.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.63 to $30.85 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular Systems, 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Orthofix Medical Inc.
Report date January 08, 2024 · Filed January 10, 2024
Section 16 reporting ended · disclosed 2024-01-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 145,810 |
Ending reported balance
After 2024-01-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-08 · Exercise / conversion · Acquired 5,959 · Balance 147,321 F1: On April 4, 2023, the reporting person was granted 5,959 performance-based restricted stock units (PSUs). Such PSUs vested and converted to common stock on a one-for-one basis on January 8, 2024. Row 2 · 2024-01-08 · Tax withholding · Disposed 1,511 · Balance 145,810 |
| Performance Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-01-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-08 · Exercise / conversion · Disposed 5,959 · Balance 0 F2: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achievement of an operating expense synergy target (on an annualized basis) for calendar year 2023 (the "Synergy Target"). The amount in the table above represents the target number of PSUs granted. The synergy target vesting percentage can be achieved at 100% (if 100% or more of the Synergy Target is achieved), 80% (if 80% but less than 100% of the Synergy target is achieved), or 0% (if less than 80% of the Synergy Target is achieved). |
Filing footnotes · ownership attribution and instrument terms
F1: On April 4, 2023, the reporting person was granted 5,959 performance-based restricted stock units (PSUs). Such PSUs vested and converted to common stock on a one-for-one basis on January 8, 2024.
F2: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achievement of an operating expense synergy target (on an annualized basis) for calendar year 2023 (the "Synergy Target"). The amount in the table above represents the target number of PSUs granted. The synergy target vesting percentage can be achieved at 100% (if 100% or more of the Synergy Target is achieved), 80% (if 80% but less than 100% of the Synergy target is achieved), or 0% (if less than 80% of the Synergy Target is achieved).
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 08, 2024 Filed Jan 10, 2024 21:55 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Exercise / conversionPerformance Share Units · Derivative | 5,959 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001363 · doc4.xml · derivative · entry 3 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,959 shares Expires not disclosed 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: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achievement of an operating expense synergy target (on an annualized basis) for calendar year 2023 (the "Synergy Target"). The amount in the table above represents the target number of PSUs granted. The synergy target vesting percentage can be achieved at 100% (if 100% or more of the Synergy Target is achieved), 80% (if 80% but less than 100% of the Synergy target is achieved), or 0% (if less than 80% of the Synergy Target is achieved). F2 · derivative.expiration_date: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achievement of an operating expense synergy target (on an annualized basis) for calendar year 2023 (the "Synergy Target"). The amount in the table above represents the target number of PSUs granted. The synergy target vesting percentage can be achieved at 100% (if 100% or more of the Synergy Target is achieved), 80% (if 80% but less than 100% of the Synergy target is achieved), or 0% (if less than 80% of the Synergy Target is achieved). Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 21:55 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 1,511 | $13.29 | $20,081.19 |
DisclosureSEC source: 0001209191-24-001363 · doc4.xml · nonDerivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,810 Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 21:55 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Exercise / conversionCommon Stock | 5,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001363 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,321 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: On April 4, 2023, the reporting person was granted 5,959 performance-based restricted stock units (PSUs). Such PSUs vested and converted to common stock on a one-for-one basis on January 8, 2024. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 23:27 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 2,955 | $12.67 | $37,439.85 |
DisclosureSEC source: 0001209191-24-001274 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,362 F1 · balance_after: Includes 94,711 previously reported unvested restricted stock units. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 21:38 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 609 | $10.79 | $6,571.11 |
DisclosureSEC source: 0001209191-23-057614 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,317 F1 · balance_after: Includes 115,164 previously reported unvested restricted stock units. Read SEC document |
| May 26, 2023 Filed May 26, 2023 21:50 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock | 3,876 | $19.00 | $73,644.00 |
DisclosureSEC source: 0001209191-23-032678 · doc4.xml · nonDerivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,431 F1 · balance_after: Includes 117,667 previously reported restricted stock units. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:50 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock | 4,367 | $19.00 | $82,973.00 |
DisclosureSEC source: 0001209191-23-032678 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,307 F1 · balance_after: Includes 117,667 previously reported restricted stock units. Read SEC document |
| April 11, 2023 Filed Apr 12, 2023 21:37 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 1,469 | $17.77 | $26,104.13 |
DisclosureSEC source: 0001209191-23-024129 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,087 F1 · balance_after: Includes 117,667 previously reported unvested restricted stock units. Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 22:38 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantEmployee Stock Option (Right to Buy) · Derivative | 17,061 | $0.00 Strike: $16.78 | $0.00 |
DisclosureSEC source: 0001209191-23-023453 · doc4.xml · derivative · entry 4 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,061 Underlying: Common Stock · 17,061 shares Expires 2033-04-04 F3 · derivative.exercise_date: The options vest and become exercisable with respect to one-third (1/3rd) of the shares covered thereby on the first anniversary of the Grant Date and one-twelfth (1/12th) of the shares covered thereby on each of the 15-month, 18-month, 21-month, 24-month, 27-month, 30-month, 33-month and 36-month anniversaries of the Grant Date. Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 22:38 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 5,959 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023453 · doc4.xml · derivative · entry 3 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,959 Underlying: Common Stock · 5,959 shares Expires not disclosed F2 · derivative.exercise_date: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achievement of an operating expense synergy target (on an annualized basis) for calendar year 2023 (the "Synergy Target"). The amount in the table above represents the target number of PSUs granted. The Synergy Target vesting percentage can be achieved at 100% (if 100% or more of the Synergy Target is achieved), 80% (if 80% but less than 100% of the Synergy Target is achieved), or 0% (if less than 80% of the Synergy Target is achieved). F2 · derivative.expiration_date: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achievement of an operating expense synergy target (on an annualized basis) for calendar year 2023 (the "Synergy Target"). The amount in the table above represents the target number of PSUs granted. The Synergy Target vesting percentage can be achieved at 100% (if 100% or more of the Synergy Target is achieved), 80% (if 80% but less than 100% of the Synergy Target is achieved), or 0% (if less than 80% of the Synergy Target is achieved). Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 22:38 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 7,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023453 · doc4.xml · nonDerivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,724 F1 · balance_after: Includes 121,401 previously reported unvested restricted stock units. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 22:38 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 1,956 | $16.75 | $32,763.00 |
DisclosureSEC source: 0001209191-23-023453 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,275 Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 02:45 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 2,287 | $21.54 | $49,261.98 |
DisclosureSEC source: 0001209191-23-007207 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,231 F1 · balance_after: Includes 118,926 shares of unvested restricted stock units. Read SEC document |
| January 05, 2023 Filed Jan 10, 2023 00:19 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantEmployee Stock Option (Right to Buy) · Derivative | 72,146 | $0.00 Strike: $20.90 | $0.00 |
DisclosureSEC source: 0001209191-23-002670 · doc4.xml · derivative · entry 5 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,146 Underlying: Common Stock · 72,146 shares Expires 2033-01-05 F6 · derivative.exercise_date: The option vests in four equal installments on each of January 5, 2023, January 5, 2024, January 5, 2025 and January 5, 2026. Read SEC document |
| January 05, 2023 Filed Jan 10, 2023 00:19 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 20,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002670 · doc4.xml · nonDerivative · entry 4 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,518 F4 · shares: Represents outstanding performance stock units for awards granted in 2022, which as a result of the Orthofix Board's determination to treat the merger with SeaSpine Holdings Corporation as a change in control (referred to as a "corporate transaction" under Orthofix's Amended and Restated 2012 Long-Term Incentive Plan) were deemed achieved at target levels as of the merger date and converted to time-based awards that vest on January 31, 2025. F5 · balance_after: Includes 124,049 unvested restricted stock units. Read SEC document |
| January 05, 2023 Filed Jan 10, 2023 00:19 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 12,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002670 · doc4.xml · nonDerivative · entry 3 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,026 F3 · shares: Represents outstanding performance stock units for awards granted in 2021, which as a result of the Orthofix Board's determination to treat the merger with SeaSpine Holdings Corporation as a change in control (referred to as a "corporate transaction" under Orthofix's Amended and Restated 2012 Long-Term Incentive Plan) were deemed achieved at target levels as of the merger date and converted to time-based awards that vest on April 1, 2024. Read SEC document |
| January 05, 2023 Filed Jan 10, 2023 00:19 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 10,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002670 · doc4.xml · nonDerivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,797 F2 · shares: Represents outstanding performance stock units for awards granted in 2020, which as a result of the Orthofix Board's determination to treat the merger with SeaSpine Holdings Corporation as a change in control (referred to as a "corporate transaction" under Orthofix's Amended and Restated 2012 Long-Term Incentive Plan) were deemed achieved at target levels as of the merger date and converted to time-based awards that vest on June 8, 2023. Read SEC document |
| January 05, 2023 Filed Jan 10, 2023 00:19 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 29,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002670 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,312 F1 · shares: The restricted stock units vest with respect to one-fourth (1/4th) of the shares of stock covered hereby on each of the first, second, third, and fourth anniversaries of the Grant Date. Read SEC document |
| January 05, 2023 Filed Jan 23, 2023 22:51 UTC Amendment | Orthofix Medical Inc. OFIX · Entity 1975 | OtherCommon Stock | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004479 · doc4a.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,350 F1 · kind: Shares of Common Stock of Issuer acquired pursuant to the terms of the merger between the Issuer and SeaSpine Holdings Corporation ("SeaSpine") which became effective on January 5, 2023 (the "Merger"), in exchange for 2,000 shares of Common Stock of SeaSpine, shares having a market value of $22.76 per share at the effective time of the Merger. F1 · shares: Shares of Common Stock of Issuer acquired pursuant to the terms of the merger between the Issuer and SeaSpine Holdings Corporation ("SeaSpine") which became effective on January 5, 2023 (the "Merger"), in exchange for 2,000 shares of Common Stock of SeaSpine, shares having a market value of $22.76 per share at the effective time of the Merger. Read SEC document |
| December 05, 2022 Filed Dec 5, 2022 21:20 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 984 | $20.02 | $19,699.68 |
DisclosureSEC source: 0001209191-22-059674 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,407 Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 20:35 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 14,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-024289 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,625 F1 · shares: Represents time-based vesting restricted stock units that vest in 25% increments on the first, second, third and forth anniversaries of the grant date, April 11, 2022. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 23:51 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 753 | $33.04 | $24,879.12 |
DisclosureSEC source: 0001209191-22-023345 · doc4.xml · nonDerivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,688 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 23:51 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 1,202 | $33.04 | $39,714.08 |
DisclosureSEC source: 0001209191-22-023345 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,441 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:46 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 20,492 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006833 · doc4.xml · derivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,492 Underlying: Common Stock · 20,492 shares Expires not disclosed F2 · derivative.exercise_date: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achieved product revenues for the 2023 fiscal year (the "Product Revenue Vesting Percentage"), as modified by a total shareholder return ("TSR") modifier (the "TSR Modifier"). The amount in the table above represents the target number of PSUs granted. The performance period of the grant is 2/1/22-1/31/25. The Product Revenue Vesting Percentage can be achieved within a range of 50% to 200% of target, based upon the level of recognized revenues. If the Product Revenue Vesting Percentage is achieved at or above the threshold level, it shall be multiplied by the TSR Modifier (ranging from 0.75 to 1.25), which shall be determined based on the Company's relative TSR during the performance period as compared to a specified peer group. F2 · derivative.expiration_date: Represents performance-based vesting restricted stock units ("PSUs") that will settle as common stock on a one-for-one basis. Under the terms of the grant, the PSUs may vest based upon achieved product revenues for the 2023 fiscal year (the "Product Revenue Vesting Percentage"), as modified by a total shareholder return ("TSR") modifier (the "TSR Modifier"). The amount in the table above represents the target number of PSUs granted. The performance period of the grant is 2/1/22-1/31/25. The Product Revenue Vesting Percentage can be achieved within a range of 50% to 200% of target, based upon the level of recognized revenues. If the Product Revenue Vesting Percentage is achieved at or above the threshold level, it shall be multiplied by the TSR Modifier (ranging from 0.75 to 1.25), which shall be determined based on the Company's relative TSR during the performance period as compared to a specified peer group. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:46 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 20,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006833 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,643 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, February 1, 2022. Read SEC document |
| December 04, 2021 Filed Dec 7, 2021 22:52 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 984 | $30.24 | $29,756.16 |
DisclosureSEC source: 0001209191-21-068393 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,151 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:33 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 12,229 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025408 · doc4.xml · derivative · entry 3 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,229 Underlying: Common Stock · 12,229 shares Expires not disclosed F2 · 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 1, 2021 to April 1, 2024. 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 600 Health Care Equipment & Services Industry Group Index (S6HCES) as of April 1, 2021, 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. F2 · derivative.expiration_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 1, 2021 to April 1, 2024. 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 600 Health Care Equipment & Services Industry Group Index (S6HCES) as of April 1, 2021, 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 01, 2021 Filed Apr 5, 2021 22:33 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 753 | $42.93 | $32,326.29 |
DisclosureSEC source: 0001209191-21-025408 · doc4.xml · nonDerivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,268 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 22:33 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 12,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025408 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,021 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, 2021. Read SEC document |
| December 04, 2020 Filed Dec 7, 2020 21:52 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | Tax withholdingCommon Stock | 984 | $37.09 | $36,496.56 |
DisclosureSEC source: 0001209191-20-061955 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,792 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 21:50 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantPerformance Share Units · Derivative | 10,485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035647 · doc4.xml · derivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,485 Underlying: Common Stock · 10,485 shares Expires not disclosed F1 · 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 June 8, 2020 to June 8, 2023. 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 June 8, 2020, 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. F1 · derivative.expiration_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 June 8, 2020 to June 8, 2023. 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 June 8, 2020, 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 01, 2020 Filed Apr 3, 2020 21:25 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 24,542 | $0.00 Strike: $26.09 | $0.00 |
DisclosureSEC source: 0001209191-20-023332 · doc4.xml · derivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,542 Underlying: Common Stock · 24,542 shares Expires 2030-04-01 F2 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, April 1, 2020. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:25 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 7,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023332 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,675 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, 2020. Read SEC document |
| December 04, 2019 Filed Dec 5, 2019 22:03 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantStock Option (right to buy) · Derivative | 33,395 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0001209191-19-059335 · doc4.xml · derivative · entry 2 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,395 Underlying: Common Stock · 33,395 shares Expires 2029-12-04 F2 · derivative.exercise_date: These stock options vest in 25% increments on the first, second, third and fourth anniversaries of the grant date, December 4, 2019. Read SEC document |
| December 04, 2019 Filed Dec 5, 2019 22:03 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | GrantCommon Stock | 10,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059335 · doc4.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · President of Global Spine 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,009 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, December 4, 2019. Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 16:49 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | SaleCommon Stock | 2,059 | $30.71 | $63,239.51 |
DisclosureSEC source: 0000914190-17-000244 · edgar.xml · nonDerivative · entry 2 Kenny Kevin J. · CIK 0001520400 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,280 F1 · shares: In connection with the vesting and delivery of restricted stock and pursuant to a Rule 10b5-1 trading plan, on the date the shares were sold the net proceeds were used to pay required withholding taxes. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.63 to $30.85 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular Systems, 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. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 16:49 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | SaleCommon Stock | 2,674 | $30.76 | $82,255.72 |
DisclosureSEC source: 0000914190-17-000244 · edgar.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,339 F1 · shares: In connection with the vesting and delivery of restricted stock and pursuant to a Rule 10b5-1 trading plan, on the date the shares were sold the net proceeds were used to pay required withholding taxes. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.65 to $30.89 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular Systems, 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. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 16:35 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 37,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-17-000220 · edgar.xml · nonDerivative · entry 2 Kenny Kevin J. · CIK 0001520400 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,013 F3 · shares: Subject to performance-based forfeiture based on the three year total shareholder return for fiscal years 2018, 2019 and 2020 versus the Company's peer group. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 16:35 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | GrantCommon Stock | 12,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-17-000220 · edgar.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,585 F1 · shares: Restrictions lapse as to 4,159 shares on 8/13/18 and 8/13/19 and as to 4,158 shares on 8/13/20. F2 · balance_after: Includes 617 shares acquired on December 31, 2016 and 488 shares acquired on June 30, 2017 through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 16:29 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | SaleCommon Stock | 539 | $27.88 | $15,028.24 |
DisclosureSEC source: 0000914190-17-000059 · edgar.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,004 F1 · shares: In connection with the vesting and delivery of restricted stock and pursuant to a Rule 10b5-1 trading plan, on the date the shares were sold the net proceeds were used to pay required withholding taxes. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.8810 to $27.8910 inclusive. The reporting person undertakes to provide Cardiovascular Systems, Inc., any security holder of Cardiovascular Systems, 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. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 16:07 UTC | Cardiovascular Systems Inc CSII · Entity 114141 | SaleCommon Stock | 24,441 | $26.01 | $635,737.30 |
DisclosureSEC source: 0000914190-16-000868 · edgar.xml · nonDerivative · entry 1 Kenny Kevin J. · CIK 0001520400 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,543 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.