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BHVN

Biohaven Ltd.

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4379
SEC CIK
0001935979
Parsed reports
130

Last 12 months

Inside the activity.

5 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202550
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 05, 2025 Filed Jan 7, 2025 20:49 UTC
Buten MatthewChief Financial Officer
Tax withholdingCommon Shares 2,561 $38.64 $98,957.04
Disclosure

SEC source: 0001935979-25-000003 · wk-form4_1736300950.xml · nonDerivative · entry 2

Buten Matthew · CIK 0001898799 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 193,452

F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted share units.

F1 · balance_after: This balance includes 305 shares that were acquired through the Biohaven Employee Share Purchase Plan (the "ESPP") on May 31, 2023, 1,336 shares acquired through the ESPP on November 30, 2023, and 742 shares acquired through the ESPP on May 31, 2024.

Read SEC document
January 05, 2025 Filed Jan 7, 2025 20:49 UTC
Buten MatthewChief Financial Officer
Exercise / conversionCommon Shares 4,250 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000003 · wk-form4_1736300950.xml · nonDerivative · entry 1

Buten Matthew · CIK 0001898799 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,013

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 · balance_after: This balance includes 305 shares that were acquired through the Biohaven Employee Share Purchase Plan (the "ESPP") on May 31, 2023, 1,336 shares acquired through the ESPP on November 30, 2023, and 742 shares acquired through the ESPP on May 31, 2024.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:51 UTC
Car BruceChief Scientific Officer
Exercise / conversionRestricted Share Unit Award · Derivative 4,750 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000006 · wk-form4_1736301080.xml · derivative · entry 6

Car Bruce · CIK 0001798876 · Chief Scientific Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,250

Underlying: Common Shares · 4,750 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.

F3 · derivative.exercise_price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F3 · price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F4 · derivative.exercise_date: The reporting person was granted 19,000 restricted share units on January 5, 2025, vesting in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the reporting person's continued service with the Issuer at each vesting date.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:51 UTC
Car BruceChief Scientific Officer
GrantRestricted Share Unit Award · Derivative 19,000 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000006 · wk-form4_1736301080.xml · derivative · entry 5

Car Bruce · CIK 0001798876 · Chief Scientific Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,000

Underlying: Common Shares · 19,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F3 · price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F4 · derivative.exercise_date: The reporting person was granted 19,000 restricted share units on January 5, 2025, vesting in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the reporting person's continued service with the Issuer at each vesting date.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:51 UTC
Car BruceChief Scientific Officer
GrantStock Options (Right to buy) · Derivative 112,000 $0.00 Strike: $38.64 $0.00
Disclosure

SEC source: 0001935979-25-000006 · wk-form4_1736301080.xml · derivative · entry 4

Car Bruce · CIK 0001798876 · Chief Scientific Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,000

Underlying: Common Shares · 112,000 shares

Expires 2035-01-05

F2 · derivative.exercise_date: The shares underlying this option vest in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the Reporting Person's continuous service with the Issuer at each vesting date.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:51 UTC
Car BruceChief Scientific Officer
Tax withholdingCommon Shares 2,331 $38.64 $90,069.84
Disclosure

SEC source: 0001935979-25-000006 · wk-form4_1736301080.xml · nonDerivative · entry 2

Car Bruce · CIK 0001798876 · Chief Scientific Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,802

F1 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted share units.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:51 UTC
Car BruceChief Scientific Officer
Exercise / conversionCommon Shares 4,750 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000006 · wk-form4_1736301080.xml · nonDerivative · entry 1

Car Bruce · CIK 0001798876 · Chief Scientific Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,133

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.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Clark George C.VP, Chief Accounting Officer
Exercise / conversionRestricted Share Unit Award · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000004 · wk-form4_1736300995.xml · derivative · entry 6

Clark George C. · CIK 0001878290 · VP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common Shares · 2,500 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.

F4 · derivative.exercise_price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F4 · price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F5 · derivative.exercise_date: The reporting person was granted 10,000 restricted share units on January 5, 2025, vesting in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the reporting person's continued service with the Issuer at each vesting date.

F6 · derivative.expiration_date: Not applicable.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Clark George C.VP, Chief Accounting Officer
GrantRestricted Share Unit Award · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000004 · wk-form4_1736300995.xml · derivative · entry 5

Clark George C. · CIK 0001878290 · VP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Common Shares · 10,000 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F4 · price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F5 · derivative.exercise_date: The reporting person was granted 10,000 restricted share units on January 5, 2025, vesting in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the reporting person's continued service with the Issuer at each vesting date.

F6 · derivative.expiration_date: Not applicable.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Clark George C.VP, Chief Accounting Officer
GrantStock Options (Right to buy) · Derivative 30,000 $0.00 Strike: $38.64 $0.00
Disclosure

SEC source: 0001935979-25-000004 · wk-form4_1736300995.xml · derivative · entry 4

Clark George C. · CIK 0001878290 · VP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Common Shares · 30,000 shares

Expires 2035-01-05

F3 · derivative.exercise_date: The shares underlying this option vest in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the Reporting Person's continuous service with the Issuer at each vesting date.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Clark George C.VP, Chief Accounting Officer
Tax withholdingCommon Shares 1,117 $38.64 $43,160.88
Disclosure

SEC source: 0001935979-25-000004 · wk-form4_1736300995.xml · nonDerivative · entry 2

Clark George C. · CIK 0001878290 · VP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,051

F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted share units.

F1 · balance_after: This balance includes 305 shares that were acquired through the Biohaven Employee Share Purchase Plan (the "ESPP") on May 31, 2023, 1,336 shares acquired through the ESPP on November 30, 2023, and 742 shares acquired through the ESPP on May 31, 2024.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Clark George C.VP, Chief Accounting Officer
Exercise / conversionCommon Shares 2,500 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000004 · wk-form4_1736300995.xml · nonDerivative · entry 1

Clark George C. · CIK 0001878290 · VP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,168

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 · balance_after: This balance includes 305 shares that were acquired through the Biohaven Employee Share Purchase Plan (the "ESPP") on May 31, 2023, 1,336 shares acquired through the ESPP on November 30, 2023, and 742 shares acquired through the ESPP on May 31, 2024.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Gentile KimberlySVP, Clinical Operations
Exercise / conversionRestricted Share Unit Award · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000005 · wk-form4_1736301044.xml · derivative · entry 5

Gentile Kimberly · CIK 0001704186 · SVP, Clinical Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,250

Underlying: Common Shares · 3,750 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.

F3 · derivative.exercise_price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F3 · price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F4 · derivative.exercise_date: The reporting person was granted 15,000 restricted share units on January 5, 2025, vesting in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the reporting person's continued service with the Issuer at each vesting date.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Gentile KimberlySVP, Clinical Operations
GrantRestricted Share Unit Award · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000005 · wk-form4_1736301044.xml · derivative · entry 4

Gentile Kimberly · CIK 0001704186 · SVP, Clinical Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Underlying: Common Shares · 15,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F3 · price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F4 · derivative.exercise_date: The reporting person was granted 15,000 restricted share units on January 5, 2025, vesting in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the reporting person's continued service with the Issuer at each vesting date.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Gentile KimberlySVP, Clinical Operations
GrantStock Options (Right to buy) · Derivative 91,000 $0.00 Strike: $38.64 $0.00
Disclosure

SEC source: 0001935979-25-000005 · wk-form4_1736301044.xml · derivative · entry 3

Gentile Kimberly · CIK 0001704186 · SVP, Clinical Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,000

Underlying: Common Shares · 91,000 shares

Expires 2035-01-05

F2 · derivative.exercise_date: The shares underlying this option vest in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the Reporting Person's continuous service with the Issuer at each vesting date.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Gentile KimberlySVP, Clinical Operations
Tax withholdingCommon Shares 1,956 $38.64 $75,579.84
Disclosure

SEC source: 0001935979-25-000005 · wk-form4_1736301044.xml · nonDerivative · entry 2

Gentile Kimberly · CIK 0001704186 · SVP, Clinical Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,763

F1 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted share units.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:50 UTC
Gentile KimberlySVP, Clinical Operations
Exercise / conversionCommon Shares 3,750 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000005 · wk-form4_1736301044.xml · nonDerivative · entry 1

Gentile Kimberly · CIK 0001704186 · SVP, Clinical Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,719

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.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:48 UTC
Coric VladDirector · Chief Executive Officer
Exercise / conversionRestricted Share Unit Award · Derivative 14,250 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000002 · wk-form4_1736300913.xml · derivative · entry 8

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,750

Underlying: Common Shares · 14,250 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.

F4 · derivative.exercise_price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F4 · price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F5 · derivative.exercise_date: The reporting person was granted 57,000 restricted share units on January 5, 2025, vesting in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the reporting person's continued service with the Issuer at each vesting date.

F6 · derivative.expiration_date: Not applicable.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:48 UTC
Coric VladDirector · Chief Executive Officer
GrantRestricted Share Unit Award · Derivative 57,000 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000002 · wk-form4_1736300913.xml · derivative · entry 7

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,000

Underlying: Common Shares · 57,000 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F4 · price: Each restricted share unit represents the contingent right to receive one common share of the Issuer.

F5 · derivative.exercise_date: The reporting person was granted 57,000 restricted share units on January 5, 2025, vesting in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the reporting person's continued service with the Issuer at each vesting date.

F6 · derivative.expiration_date: Not applicable.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:48 UTC
Coric VladDirector · Chief Executive Officer
GrantStock Options (Right to buy) · Derivative 343,000 $0.00 Strike: $38.64 $0.00
Disclosure

SEC source: 0001935979-25-000002 · wk-form4_1736300913.xml · derivative · entry 6

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 343,000

Underlying: Common Shares · 343,000 shares

Expires 2035-01-05

F3 · derivative.exercise_date: The shares underlying this option vest in four equal installments on January 5, 2025, 2026, 2027 and 2028, subject to the Reporting Person's continuous service with the Issuer at each vesting date.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:48 UTC
Coric VladDirector · Chief Executive Officer
Tax withholdingCommon Shares 6,805 $38.64 $262,945.20
Disclosure

SEC source: 0001935979-25-000002 · wk-form4_1736300913.xml · nonDerivative · entry 2

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,796,604

F1 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted share units.

Read SEC document
January 05, 2025 Filed Jan 8, 2025 01:48 UTC
Coric VladDirector · Chief Executive Officer
Exercise / conversionCommon Shares 14,250 $0.00 $0.00
Disclosure

SEC source: 0001935979-25-000002 · wk-form4_1736300913.xml · nonDerivative · entry 1

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,803,409

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.

Read SEC document
December 30, 2024 Filed Dec 31, 2024 12:00 UTC PurchaseCommon Shares 29,000 $35.94 $1,042,393.40
Disclosure

SEC source: 0001935979-24-000088 · wk-form4_1735646406.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By John W Childs 2013 Revocable Trust

Disclosed balance after: 2,368,741

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $35.57 - $36.38, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4.

Read SEC document
October 02, 2024 Filed Oct 3, 2024 11:01 UTC PurchaseCommon Shares 21,052 $47.50 $999,970.00
Disclosure

SEC source: 0001935979-24-000078 · wk-form4_1727953276.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By 2007 Charitable Remainder Trust

Disclosed balance after: 21,052

F1 · shares: Represents common shares acquired in an underwritten public offering.

Read SEC document
October 02, 2024 Filed Oct 3, 2024 11:00 UTC
Coric VladDirector · Chief Executive Officer
PurchaseCommon Shares 21,052 $47.50 $999,970.00
Disclosure

SEC source: 0001935979-24-000077 · wk-form4_1727953231.xml · nonDerivative · entry 1

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By: The Vlad Coric Family Trust

Disclosed balance after: 861,942

F1 · shares: Represents common shares acquired in an underwritten public offering.

F2 · ownership.nature: These Common Shares are held in a trust for the benefit of the Reporting Person's family members, excluding the Reporting Person. The Reporting Person's spouse is trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities, and the inclusion of the securities held by the trust in this report and prior Section 16 filings by the Reporting Person is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

Read SEC document
September 24, 2024 Filed Sep 25, 2024 11:30 UTC PurchaseCommon Shares 5,000 $44.19 $220,966.00
Disclosure

SEC source: 0001935979-24-000075 · wk-form4_1727263813.xml · nonDerivative · entry 1

Bailey Gregory · CIK 0001329505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,620,071

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.13 - $44.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4.

Read SEC document
July 18, 2024 Filed Jul 19, 2024 12:56 UTC PurchaseCommon Shares 28,400 $35.67 $1,012,982.56
Disclosure

SEC source: 0001562180-24-005805 · primarydocument.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By John W Childs 2013 Revocable Trust

Disclosed balance after: 2,339,741

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $35.485 - $35.75, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4.

Read SEC document
June 17, 2024 Filed Jun 20, 2024 11:30 UTC
Car BruceChief Scientific Officer
PurchaseCommon Shares 30,000 $33.58 $1,007,490.00
Disclosure

SEC source: 0001562180-24-005174 · primarydocument.xml · nonDerivative · entry 1

Car Bruce · CIK 0001798876 · Chief Scientific Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 30,000

Read SEC document
May 30, 2024 Filed May 31, 2024 13:04 UTC PurchaseCommon Shares 28,000 $35.58 $996,240.00
Disclosure

SEC source: 0001562180-24-004529 · primarydocument.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By John W Childs 2013 Revocable Trust

Disclosed balance after: 2,311,341

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $35.29 - $35.87, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4.

Read SEC document
May 13, 2024 Filed May 14, 2024 11:30 UTC PurchaseCommon Shares 28,500 $35.17 $1,002,470.40
Disclosure

SEC source: 0001562180-24-004011 · primarydocument.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By John W Childs 2013 Revocable Trust

Disclosed balance after: 2,283,341

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $35.00 - $35.25, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4.

Read SEC document
May 13, 2024 Filed May 15, 2024 11:31 UTC PurchaseCommon Shares 15,000 $34.19 $512,877.00
Disclosure

SEC source: 0001562180-24-004045 · primarydocument.xml · nonDerivative · entry 1

Bailey Gregory · CIK 0001329505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,615,071

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $34.11 - $34.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4.

Read SEC document
April 30, 2024 Filed May 2, 2024 23:32 UTC GrantStock Option (Right to Buy) · Derivative 16,592 $0.00 Strike: $38.80 $0.00
Disclosure

SEC source: 0001562180-24-003750 · primarydocument.xml · derivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,592

Underlying: Common Shares · 16,592 shares

Expires 2034-04-30

F1 · derivative.exercise_date: The shares subject to this stock option will vest in full on the earlier of (a) April 30, 2025 or (b) the date of the 2025 Annual Meeting of Shareholders, in each case subject to the Reporting Person's continuous service with the Issuer through such vesting date.

Read SEC document
April 30, 2024 Filed May 2, 2024 23:34 UTC
Mehta KishanDirector
GrantStock Option (Right to Buy) · Derivative 16,592 $0.00 Strike: $38.80 $0.00
Disclosure

SEC source: 0001562180-24-003755 · primarydocument.xml · derivative · entry 1

Mehta Kishan · CIK 0001850520 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,592

Underlying: Common Shares · 16,592 shares

Expires 2034-04-30

F1 · derivative.exercise_date: The shares subject to this stock option will vest in full on the earlier of (a) April 30, 2025 or (b) the date of the 2025 Annual Meeting of Shareholders, in each case subject to the Reporting Person's continuous service with the Issuer through such vesting date.

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April 30, 2024 Filed May 2, 2024 23:33 UTC GrantStock Option (Right to Buy) · Derivative 16,592 $0.00 Strike: $38.80 $0.00
Disclosure

SEC source: 0001562180-24-003754 · primarydocument.xml · derivative · entry 1

Heffernan Michael Thomas · CIK 0001448914 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,592

Underlying: Common Shares · 16,592 shares

Expires 2034-04-30

F1 · derivative.exercise_date: The shares subject to this stock option will vest in full on the earlier of (a) April 30, 2025 or (b) the date of the 2025 Annual Meeting of Shareholders, in each case subject to the Reporting Person's continuous service with the Issuer through such vesting date.

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April 30, 2024 Filed May 2, 2024 23:33 UTC GrantStock Option (Right to Buy) · Derivative 16,592 $0.00 Strike: $38.80 $0.00
Disclosure

SEC source: 0001562180-24-003753 · primarydocument.xml · derivative · entry 1

GREGORY JULIA P · CIK 0001226675 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,592

Underlying: Common Shares · 16,592 shares

Expires 2034-04-30

F1 · derivative.exercise_date: The shares subject to this stock option will vest in full on the earlier of (a) April 30, 2025 or (b) the date of the 2025 Annual Meeting of Shareholders, in each case subject to the Reporting Person's continuous service with the Issuer through such vesting date.

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April 30, 2024 Filed May 2, 2024 23:33 UTC GrantStock Option (Right to Buy) · Derivative 16,592 $0.00 Strike: $38.80 $0.00
Disclosure

SEC source: 0001562180-24-003752 · primarydocument.xml · derivative · entry 1

HUGIN ROBERT J · CIK 0001232505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,592

Underlying: Common Shares · 16,592 shares

Expires 2034-04-30

F1 · derivative.exercise_date: The shares subject to this stock option will vest in full on the earlier of (a) April 30, 2025 or (b) the date of the 2025 Annual Meeting of Shareholders, in each case subject to the Reporting Person's continuous service with the Issuer through such vesting date.

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April 30, 2024 Filed May 2, 2024 23:33 UTC GrantStock Option (Right to Buy) · Derivative 16,592 $0.00 Strike: $38.80 $0.00
Disclosure

SEC source: 0001562180-24-003751 · primarydocument.xml · derivative · entry 1

Antonijevic Irina · CIK 0001926476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,592

Underlying: Common Shares · 16,592 shares

Expires 2034-04-30

F1 · derivative.exercise_date: The shares subject to this stock option will vest in full on the earlier of (a) April 30, 2025 or (b) the date of the 2025 Annual Meeting of Shareholders, in each case subject to the Reporting Person's continuous service with the Issuer through such vesting date.

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April 30, 2024 Filed May 2, 2024 23:32 UTC GrantStock Option (Right to Buy) · Derivative 16,592 $0.00 Strike: $38.80 $0.00
Disclosure

SEC source: 0001562180-24-003749 · primarydocument.xml · derivative · entry 1

Bailey Gregory · CIK 0001329505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,592

Underlying: Common Shares · 16,592 shares

Expires 2034-04-30

F1 · derivative.exercise_date: The shares subject to this stock option will vest in full on the earlier of (a) April 30, 2025 or (b) the date of the 2025 Annual Meeting of Shareholders, in each case subject to the Reporting Person's continuous service with the Issuer through such vesting date.

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April 24, 2024 Filed Apr 25, 2024 11:32 UTC PurchaseCommon Shares 25,503 $39.18 $999,169.29
Disclosure

SEC source: 0001562180-24-003521 · primarydocument.xml · nonDerivative · entry 1

Bailey Gregory · CIK 0001329505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,600,071

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $39.13 - $39.21, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4.

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April 22, 2024 Filed Apr 23, 2024 11:54 UTC PurchaseCommon Shares 73,170 $41.00 $2,999,970.00
Disclosure

SEC source: 0001562180-24-003494 · primarydocument.xml · nonDerivative · entry 3

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By John W Childs 2013 Revocable Trust

Disclosed balance after: 2,254,841

F1 · shares: Represents common shares acquired in an underwritten public offering.

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April 22, 2024 Filed Apr 23, 2024 11:54 UTC PurchaseCommon Shares 97,560 $41.00 $3,999,960.00
Disclosure

SEC source: 0001562180-24-003494 · primarydocument.xml · nonDerivative · entry 2

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By 2021 B-H Charitable Remainder Trust

Disclosed balance after: 4,096,512

F1 · shares: Represents common shares acquired in an underwritten public offering.

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April 22, 2024 Filed Apr 23, 2024 11:54 UTC PurchaseCommon Shares 24,391 $41.00 $1,000,031.00
Disclosure

SEC source: 0001562180-24-003494 · primarydocument.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By 1994 Charitable Remainder Trust

Disclosed balance after: 24,391

F1 · shares: Represents common shares acquired in an underwritten public offering.

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April 22, 2024 Filed Apr 23, 2024 11:54 UTC PurchaseCommon Shares 48,780 $41.00 $1,999,980.00
Disclosure

SEC source: 0001562180-24-003495 · primarydocument.xml · nonDerivative · entry 1

Bailey Gregory · CIK 0001329505 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,574,568

F1 · shares: Represents common shares acquired in an underwritten public offering.

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April 22, 2024 Filed Apr 23, 2024 11:54 UTC
Coric VladDirector · Chief Executive Officer
PurchaseCommon Shares 121,951 $41.00 $4,999,991.00
Disclosure

SEC source: 0001562180-24-003493 · primarydocument.xml · nonDerivative · entry 1

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,788,417

F1 · shares: Represents common shares acquired in an underwritten public offering.

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April 22, 2024 Filed Mar 5, 2025 11:59 UTC Amendment PurchaseCommon Shares 73,170 $41.00 $2,999,970.00
Disclosure

SEC source: 0001935979-25-000017 · wk-form4a_1741175981.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By 2013 Charitable Remainder Trust

Disclosed balance after: 73,170

F1 · shares: Represents common shares acquired in an underwritten public offering.

F2 · shares: This amendment is being filed to correct the nature of the indirect ownership reported in the Form 4 filed on April 23, 2024 (the "Original Form 4"). The Original Form 4 inadvertently misstated that 73,170 Common Shares were indirectly acquired by the Reporting Person through the John W Childs 2013 Revocable Trust. However, as reflected in this amendment, 73,170 Common Shares were indirectly acquired by the Reporting Person through the 2013 Charitable Remainder Trust, and no Common Shares were indirectly acquired by the Reporting Person through the John W Childs 2013 Revocable Trust.

F2 · balance_after: This amendment is being filed to correct the nature of the indirect ownership reported in the Form 4 filed on April 23, 2024 (the "Original Form 4"). The Original Form 4 inadvertently misstated that 73,170 Common Shares were indirectly acquired by the Reporting Person through the John W Childs 2013 Revocable Trust. However, as reflected in this amendment, 73,170 Common Shares were indirectly acquired by the Reporting Person through the 2013 Charitable Remainder Trust, and no Common Shares were indirectly acquired by the Reporting Person through the John W Childs 2013 Revocable Trust.

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April 05, 2024 Filed Apr 6, 2024 00:21 UTC GrantCommon Shares 2,091 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-003337 · primarydocument.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By John W Childs 2013 Revocable Trust

Disclosed balance after: 2,181,671

F1 · kind: Pursuant to a merger transaction, consummated on January 8, 2024, 48,505 common shares of the Issuer were received by the Reporting Person in exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3. The issuer subsequently determined that an error was made in the calculation of the number of common shares issued and on April 5, 2024, an additional 2,091 common shares of the Issuer were received by the Reporting Person related to the exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3.

F1 · price: Pursuant to a merger transaction, consummated on January 8, 2024, 48,505 common shares of the Issuer were received by the Reporting Person in exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3. The issuer subsequently determined that an error was made in the calculation of the number of common shares issued and on April 5, 2024, an additional 2,091 common shares of the Issuer were received by the Reporting Person related to the exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3.

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April 05, 2024 Filed Apr 6, 2024 00:21 UTC
Coric VladDirector · Chief Executive Officer
GrantCommon Shares 231 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-003336 · primarydocument.xml · nonDerivative · entry 3

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By: The Vladimir Coric Marital Trust

Disclosed balance after: 407,213

F1 · kind: Pursuant to merger transaction, consummated on January 8, 2024, 16,168 common shares of the Issuer were received by the Reporting Person in exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3. The issuer subsequently determined that an error was made in the calculation of the number of common shares issued and on April 5, 2024, an additional 694 common shares of the Issuer were received by the Reporting Person related to the exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3.

F1 · price: Pursuant to merger transaction, consummated on January 8, 2024, 16,168 common shares of the Issuer were received by the Reporting Person in exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3. The issuer subsequently determined that an error was made in the calculation of the number of common shares issued and on April 5, 2024, an additional 694 common shares of the Issuer were received by the Reporting Person related to the exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3.

F2 · ownership.nature: These common shares are held in a trust for the benefit of the Reporting Person's family members, excluding the Reporting Person. The Reporting Person's spouse is trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities, and the inclusion of the securities held by the trust in this report and prior Section 16 filings by the Reporting Person is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

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April 05, 2024 Filed Apr 6, 2024 00:21 UTC
Coric VladDirector · Chief Executive Officer
GrantCommon Shares 231 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-003336 · primarydocument.xml · nonDerivative · entry 2

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By: The Vlad Coric Family Trust

Disclosed balance after: 840,890

F1 · kind: Pursuant to merger transaction, consummated on January 8, 2024, 16,168 common shares of the Issuer were received by the Reporting Person in exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3. The issuer subsequently determined that an error was made in the calculation of the number of common shares issued and on April 5, 2024, an additional 694 common shares of the Issuer were received by the Reporting Person related to the exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3.

F1 · price: Pursuant to merger transaction, consummated on January 8, 2024, 16,168 common shares of the Issuer were received by the Reporting Person in exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3. The issuer subsequently determined that an error was made in the calculation of the number of common shares issued and on April 5, 2024, an additional 694 common shares of the Issuer were received by the Reporting Person related to the exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3.

F2 · ownership.nature: These common shares are held in a trust for the benefit of the Reporting Person's family members, excluding the Reporting Person. The Reporting Person's spouse is trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities, and the inclusion of the securities held by the trust in this report and prior Section 16 filings by the Reporting Person is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

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April 05, 2024 Filed Apr 6, 2024 00:21 UTC
Coric VladDirector · Chief Executive Officer
GrantCommon Shares 232 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-003336 · primarydocument.xml · nonDerivative · entry 1

Coric Vlad · CIK 0001704317 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,666,466

F1 · kind: Pursuant to merger transaction, consummated on January 8, 2024, 16,168 common shares of the Issuer were received by the Reporting Person in exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3. The issuer subsequently determined that an error was made in the calculation of the number of common shares issued and on April 5, 2024, an additional 694 common shares of the Issuer were received by the Reporting Person related to the exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3.

F1 · price: Pursuant to merger transaction, consummated on January 8, 2024, 16,168 common shares of the Issuer were received by the Reporting Person in exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3. The issuer subsequently determined that an error was made in the calculation of the number of common shares issued and on April 5, 2024, an additional 694 common shares of the Issuer were received by the Reporting Person related to the exchange for shares of common stock of the acquired company held by the Reporting Person in a transaction approved by the Board of the Issuer pursuant to Rule 16b-3.

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March 08, 2024 Filed Mar 8, 2024 23:35 UTC GrantCommon Shares 19,412 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-002510 · primarydocument.xml · nonDerivative · entry 1

CHILDS JOHN W · CIK 0001027035 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By John W Childs 2013 Revocable Trust

Disclosed balance after: 2,179,580

F1 · kind: Pursuant to an agreement and plan of merger, dated as of January 7, 2024, common shares of the Issuer were issued to the Reporting Person on March 8, 2024. The acquisition of the acquired company pursuant to the agreement and plan of merger and the issuance of common shares of the Issuer to the Reporting Person in connection therewith were approved by the Board of the Issuer pursuant to Rule 16b-3.

F1 · price: Pursuant to an agreement and plan of merger, dated as of January 7, 2024, common shares of the Issuer were issued to the Reporting Person on March 8, 2024. The acquisition of the acquired company pursuant to the agreement and plan of merger and the issuance of common shares of the Issuer to the Reporting Person in connection therewith were approved by the Board of the Issuer pursuant to Rule 16b-3.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.