Comparable stake leader
ALLIANCEBERNSTEIN L.P.
SEC ownership of SURMODICS INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000924717.
Disclosed value leader
ALLIANCEBERNSTEIN L.P.
Comparable rows
2/4
Latest evidence
31 Mar 2025
- Parsed ownership sources
- 13D/G and 3/4/5
- Largest SEC-reported holder
- ALLIANCEBERNSTEIN L.P.
- Latest 13D/G holder
- ALLIANCEBERNSTEIN L.P.
- Latest parsed ownership date
- 31 Mar 2025
- Issuer CIK
- 0000924717
- Issuer location
- Eden Prairie, MN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SURMODICS INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
ALLIANCEBERNSTEIN L.P.
Comparable rows
2/4
Latest evidence
31 Mar 2025
13D/G
3/4/5
Lead comparable stake: 5.9%
2 rows are not safely comparable across share classes.
13D/G row: ALLIANCEBERNSTEIN L.P.
Quick read
ALLIANCEBERNSTEIN L.P. leads the comparable SEC ownership view at 5.9%.
2 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ALLIANCEBERNSTEIN L.P.'s linked filing trail.
Comparable ownership
Top 2
ALLIANCEBERNSTEIN L.P.
5.9%
Beryl Capital Management LLC
1.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-4 of 4 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. |
13D/G
|
5.9%
|
$24,971,008
849,354 shares
|
-$5,617,634 | 31 Mar 2025 |
| Beryl Capital Management LLC |
13D/G
|
1.7%
|
$6,984,970
237,584 shares
|
$0 | 31 Dec 2024 |
| Ronald B. Kalich Sr. |
3/4/5
Director
|
—
mixed-class rows
|
$1,177,049
42,131 shares
mixed-class rows
|
— | 08 Feb 2024 |
| Nusrath Sultana |
3/4/5
VP, Clinical Affairs
|
—
class O/S missing
|
$221,824
6,530 shares
|
— | 12 Feb 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 05 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to SURMODICS INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
Ronald B. Kalich Sr.
Net 12M change
$0
Latest report
19 Nov 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Ronald B. Kalich Sr. | Director | $1,177,049 | Mixed | 08 Feb 2024 | ||
| Nusrath Sultana | VP, Clinical Affairs | $221,824 | Mixed | 12 Feb 2022 | ||
| Jose H. Bedoya | Director | $0 | Mixed | 19 Nov 2025 | ||
| Charles W. Olson | SVP, Medical Device Coatings | $0 | Mixed | 19 Nov 2025 | ||
| Timothy J. Arens | Chief Financial Officer | $0 | Mixed | 19 Nov 2025 | ||
| Gary R. Maharaj | President & CEO, Director | $0 | Mixed | 19 Nov 2025 | ||
| Lisa Heine Wipperman | Director | $0 | Mixed | 19 Nov 2025 | ||
| John D. Manders | VP Finance, Corp. Controller | $0 | Mixed | 19 Nov 2025 | ||
| Gordon S. Weber | Sr. VP of Legal, GC and Sec. | $0 | Mixed | 19 Nov 2025 | ||
| David R. Dantzker | Director | $0 | Mixed | 19 Nov 2025 | ||
| Teri Woodwick Sides | SVP, Vascular Interventions | $0 | Mixed | 19 Nov 2025 | ||
| Joseph J. Stich | SVP of HR, President IVD | $0 | Mixed | 19 Nov 2025 | ||
| Susan E. Knight | Director | $0 | Mixed | 19 Nov 2025 |
Recent insider transactions for SURMODICS INC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles W. Olson | SRDX | Common Stock | Disposed to Issuer | -100% | -800 | 0 | 19 Nov 2025 | By IRA | ||
| Charles W. Olson | SRDX | Common Stock | Disposed to Issuer | -100% | -51,478 | 0 | 19 Nov 2025 | Direct | ||
| Charles W. Olson | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -99,796 | 0 | 19 Nov 2025 | Direct | ||
| John D. Manders | SRDX | Common Stock | Disposed to Issuer | -100% | -8,155 | 0 | 19 Nov 2025 | Direct | ||
| John D. Manders | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -16,156 | 0 | 19 Nov 2025 | Direct | ||
| Gordon S. Weber | SRDX | Common Stock | Disposed to Issuer | -100% | -21,040 | 0 | 19 Nov 2025 | Direct | ||
| Gordon S. Weber | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -76,322 | 0 | 19 Nov 2025 | Direct | ||
| Gordon S. Weber | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -11,538 | 0 | 19 Nov 2025 | Direct | ||
| Teri Woodwick Sides | SRDX | Common Stock | Disposed to Issuer | -100% | -34,703 | 0 | 19 Nov 2025 | Direct | ||
| Teri Woodwick Sides | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -17,883 | 0 | 19 Nov 2025 | Direct | ||
| Teri Woodwick Sides | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -118,562 | 0 | 19 Nov 2025 | Direct | ||
| David R. Dantzker | SRDX | Common Stock | Disposed to Issuer | -100% | -40,183 | 0 | 19 Nov 2025 | Direct | ||
| David R. Dantzker | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -2,964 | 0 | 19 Nov 2025 | Direct | ||
| David R. Dantzker | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -18,905 | 0 | 19 Nov 2025 | Direct | ||
| Lisa Heine Wipperman | SRDX | Common Stock | Disposed to Issuer | -100% | -13,978 | 0 | 19 Nov 2025 | Direct | ||
| Lisa Heine Wipperman | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -2,964 | 0 | 19 Nov 2025 | Direct | ||
| Lisa Heine Wipperman | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -18,905 | 0 | 19 Nov 2025 | Direct | ||
| Susan E. Knight | SRDX | Common Stock | Disposed to Issuer | -100% | -37,240 | 0 | 19 Nov 2025 | Direct | ||
| Susan E. Knight | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -3,196 | 0 | 19 Nov 2025 | Direct | ||
| Susan E. Knight | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -20,932 | 0 | 19 Nov 2025 | Direct | ||
| Jose H. Bedoya | SRDX | Common Stock | Disposed to Issuer | -100% | -30,008 | 0 | 19 Nov 2025 | Direct | ||
| Jose H. Bedoya | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -2,964 | 0 | 19 Nov 2025 | Direct | ||
| Jose H. Bedoya | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -18,905 | 0 | 19 Nov 2025 | Direct | ||
| Timothy J. Arens | SRDX | Common Stock | Disposed to Issuer | -100% | -67,299 | 0 | 19 Nov 2025 | Direct | ||
| Timothy J. Arens | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -17,883 | 0 | 19 Nov 2025 | Direct | ||
| Timothy J. Arens | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -98,837 | 0 | 19 Nov 2025 | Direct | ||
| Joseph J. Stich | SRDX | Common Stock | Disposed to Issuer | -100% | -61,631 | 0 | 19 Nov 2025 | Direct | ||
| Joseph J. Stich | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -17,883 | 0 | 19 Nov 2025 | Direct | ||
| Joseph J. Stich | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -85,641 | 0 | 19 Nov 2025 | Direct | ||
| Gary R. Maharaj | SRDX | Common Stock | Disposed to Issuer | -100% | -192,056 | 0 | 19 Nov 2025 | Direct | ||
| Gary R. Maharaj | SRDX | Employee Stock Options (right to buy) | Disposed to Issuer | -100% | -74,515 | 0 | 19 Nov 2025 | Direct | ||
| Gary R. Maharaj | SRDX | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -354,892 | 0 | 19 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.