Public ownership evidence

Merit Medical Systems Inc (MMSI) Ownership Disclosures

Read MMSI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Merit Medical Systems Inc: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-09
Trade date
2026-09-04
Reporting owners
Lewis Sheri
Code
A
Shares
8,371
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001839410-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MMSI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MMSI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-092026-09-04Lewis SheriA8,371Not reported
2026-08-262026-08-24Peterson Neil W.S7,500Not reported
2026-08-062026-08-04Peterson Neil W.S21,449Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2923$1,595None
Cornerstone Financial Management LLC2026-03-312026-08-2915$1,034None
Cornerstone Financial Management LLC2025-12-312026-08-298$705None
Advisors Asset Management, Inc.2020-06-302026-08-28916$41,815None
Corient Private Wealth LP2026-06-302026-08-284,081$282,974None
Advisors Asset Management, Inc.2020-09-302026-08-27219$9,527None
Dakota Wealth Management2025-12-312026-08-272,302$202,899None
Advisors Asset Management, Inc.2019-12-312026-08-262,118$66,124None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-269,700$672,598None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2567,525$4,682,184None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-254,682,184$67,525,000None
Advisors Asset Management, Inc.2020-03-312026-08-221,292$40,375None
Assenagon Asset Management S.A.2026-06-302026-08-22135,381$9,387,319None
Harvest Fund Management Co., Ltd2026-06-302026-08-21293$20,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2015,157$1,050,986None
Advisors Asset Management, Inc.2019-03-312026-08-193,440$212,695None
Advisors Asset Management, Inc.2019-09-302026-08-192,678$81,572None
Advisors Asset Management, Inc.2019-06-302026-08-193,021$179,931None
Ensign Peak Advisors, Inc2026-03-312026-08-193,344$230,502None
Ensign Peak Advisors, Inc2025-12-312026-08-193,344$294,740None
Ensign Peak Advisors, Inc2025-09-302026-08-1911,444$952,484None
Fulcrum Asset Management LLP2026-06-302026-08-19146$10,233None
Corient Private Wealth LP2026-06-302026-08-183,672$254,614None
Empowered Funds, LLC2026-06-302026-08-182,646$183,474None
Empowered Funds, LLC2026-06-302026-08-182,044$141,731None
Pure Financial Advisors, LLC2026-06-302026-08-184,062$281,659None
Transamerica Financial Advisors, LLC2026-06-302026-08-18294$20,385None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1819,611$1,359,827None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1843,561$3,020,520None
Investors Portfolio Services LLC2026-06-302026-08-155$347None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1564,052$4,441,366None
SEI INVESTMENTS CO2026-06-302026-08-15295,218$20,470,416None
SEI INVESTMENTS CO2026-06-302026-08-151,328$92,120None
JPL Wealth Management, LLC2026-06-302026-08-155$347None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-1542$2,944None
Basecamp Wealth Advisors LLC2026-06-302026-08-1575$5,201None
Quarry LP2026-06-302026-08-1558$4,021None
Riverwater Partners LLC2026-06-302026-08-1526,292$1,823,087None
Irenic Capital Management LP2026-06-302026-08-15542,589$37,623,121None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15743,937$51,584,592None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15743,937$51,584,592None
Qube Research & Technologies Ltd2026-06-302026-08-1512,009$832,704None
OSAIC HOLDINGS, INC.2026-06-302026-08-1576$5,270None
OSAIC HOLDINGS, INC.2026-06-302026-08-15120,402$8,348,675None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,904$1,102,783None
OSAIC HOLDINGS, INC.2026-06-302026-08-15849$58,865None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-156,487$449,809None
Squarepoint Ops LLC2026-06-302026-08-1527,458$1,903,938None
Man Group plc2026-06-302026-08-15171,950$11,923,013None
Trexquant Investment LP2026-06-302026-08-1544,155$3,061,708None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Dakota Wealth Management ↗Advisors Asset Management, Inc. ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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