Tansey Casey M 4
4 · SHOULDER INNOVATIONS, INC. · Filed Jun 29, 2026
Research Summary
AI-generated summary of this filing
Shoulder Innovations (SI) 10% Owner Casey M. Tansey Receives RSU Award
What Happened Casey M. Tansey, a member of Shoulder Innovations' board and identified as a 10% owner, was granted 5,046 restricted stock units (RSUs) on 2026-06-26. The grant was reported as an acquisition at $0.00 per unit (total reported value $0). Each RSU represents a contingent right to one share of common stock and has no expiration date.
Key Details
- Transaction date: 2026-06-26; Form 4 filed 2026-06-29.
- Grant: 5,046 RSUs @ $0.00 (total reported $0).
- Vesting: RSUs vest on the earlier of the 2027 annual meeting or June 26, 2027 (Footnote F1).
- Deferral: Tansey elected to defer receipt of the underlying shares until departure from the Board (F1).
- Institutional ties: Footnotes F2–F3 explain Tansey’s managing partner role at Presidio Management Group entities (PMG XII and PMG Select) that have voting/dispositive power over certain USVP funds; these statements clarify institutional relationships and disclaimers of beneficial ownership for those holdings.
- Shares owned after the grant are not specified in the provided excerpt.
Context RSUs are an award (not an open-market purchase or sale). They are a promise to deliver stock in the future upon vesting; because Tansey has deferred receipt, no actual shares were issued at grant. For retail investors, grants can signal alignment with the company but do not carry the same immediate market commitment as outright purchases. The footnotes indicate this insider also has roles in venture-management entities that may control other institutional holdings separate from this personal RSU award.
Insider Transaction Report
- Award
Common Stock
[F1]2026-06-26+5,046→ 52,712 total
- 1,686,403(indirect: Held by U.S. Venture Partners XII, L.P.)
Common Stock
[F2][F3] - 85,586(indirect: Held by U.S. Venture Partners XII-A, L.P.)
Common Stock
[F2][F3] - 921,130(indirect: Held by U.S. Venture Partners Select Fund I, L.P.)
Common Stock
[F2][F3]
Footnotes (3)
- [F1]Represents an award of restricted stock units ("RSUs"). The RSUs will vest on the earlier of the date of the annual meeting of stockholders to be held in 2027 or June 26, 2027. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. The Reporting Person voluntarily elected to defer receipt of the Common Stock issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors.
- [F2]Presidio Management Group XII, L.L.C. ("PMG XII") is the general partner of U.S. Venture Partners XII, L.P. ("USVP XII") and U.S. Venture Partners XII-A, L.P. ("USVP XII-A") and has sole voting and dispositive power with respect to the shares held by USVP XII and USVP XII-A. Steven M. Krausz, Richard W. Lewis, Jonathan D. Root and Dafina Toncheva are the managing members of PMG XII, and share voting and dispositive power with respect to the shares held by USVP XII and USVP XII-A. Casey M. Tansey is the managing partner of PMG XII and may be deemed to share voting and dispositive power over the reported securities held by USVP XII and USVP XII-A. Presidio Management Group Select Fund I, L.L.C. ("PMG Select") is the general partner of U.S. Venture Partners Select Fund I, L.P. ("USVP SFI"), and U.S. Venture Partners Select Fund I-A, L.P. ("USVP SFI-A") and has sole voting and dispositive power with respect to the shares held by USVP SFI on its own behalf and as nominee for USVP SFI-A.
- [F3]Richard W. Lewis, Jonathan D. Root and Dafina Toncheva are the managing members of PMG Select and share voting and dispositive power with respect to the shares held by USVP SFI on its own behalf and as nominee for USVP SFI-A. Casey M. Tansey, a member of the Issuer's board of directors, is the managing partner of PMG Select and may be deemed to share voting and dispositive power with respect to the shares held by USVP SFI on its own behalf and as nominee for USVP SFI-A. Each of the managing members and managing partner of PMG XII and PMG Select disclaims beneficial ownership of such holdings, except to the extent of their pecuniary interest in the shares.