Last 12 months
Inside the activity.
0 purchase rows · 73 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 52 |
| Mar 2026 | 0 | 12 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 8 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 29, 2023 Filed Jun 30, 2023 21:01 UTC |
O' Doherty PhilipManaging Director, E+I
|
SaleClass A Common Stock | 1,897,146 | $24.02 | $45,569,446.92 |
DisclosureSEC source: 0001628280-23-024061 · wk-form4_1688158871.xml · nonDerivative · entry 1 O' Doherty Philip · CIK 0001890462 · Managing Director, E+I 10b5-1 filing: Plan reported Ownership: Indirect · Held by affiliated entity Disclosed balance after: 14,378,211 F1 · shares: Sold pursuant to a previously executed Rule 10b5-1 plan. F2 · price: The trade was executed in a series of transactions with a price range of $24.00 to $24.32, inclusive, with a weighted average price of $24.02. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. F3 · ownership.nature: Shares held by Powerbar Limited, an entity controlled by the reporting person. Read SEC document |
| June 27, 2023 Filed Jun 28, 2023 20:20 UTC |
O' Doherty PhilipManaging Director, E+I
|
SaleClass A Common Stock | 26,876 | $24.00 | $645,024.00 |
DisclosureSEC source: 0001628280-23-023749 · wk-form4_1687983629.xml · nonDerivative · entry 2 O' Doherty Philip · CIK 0001890462 · Managing Director, E+I 10b5-1 filing: Plan reported Ownership: Indirect · Held by affiliated entity Disclosed balance after: 16,275,357 F1 · shares: Sold pursuant to a previously executed Rule 10b5-1 plan. F4 · price: The trade was executed in a series of transactions with a price range of $24.00 to $24.01, inclusive, with a weighted average price of $24.00. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. F3 · ownership.nature: Shares held by Powerbar Limited, an entity controlled by the reporting person. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 20:20 UTC |
O' Doherty PhilipManaging Director, E+I
|
SaleClass A Common Stock | 130,008 | $24.07 | $3,129,292.56 |
DisclosureSEC source: 0001628280-23-023749 · wk-form4_1687983629.xml · nonDerivative · entry 1 O' Doherty Philip · CIK 0001890462 · Managing Director, E+I 10b5-1 filing: Plan reported Ownership: Indirect · Held by affiliated entity Disclosed balance after: 16,302,233 F1 · shares: Sold pursuant to a previously executed Rule 10b5-1 plan. F2 · price: The trade was executed in a series of transactions with a price range of $24.00 to $24.25, inclusive, with a weighted average price of $24.07. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. F3 · ownership.nature: Shares held by Powerbar Limited, an entity controlled by the reporting person. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 18:15 UTC |
Liang StephenCTO & EVP, Infra. & Solutions
|
SaleClass A Common Stock | 35,018 | $21.19 | $742,031.42 |
DisclosureSEC source: 0001628280-23-021998 · wk-form4_1686694507.xml · nonDerivative · entry 5 Liang Stephen · CIK 0001802752 · CTO & EVP, Infra. & Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,795.5 F3 · price: Due to an administrative error, this sale was matchable under Section 16(b) of the Securities Exchange Act of 1934, to the extent of 13,647 shares, with the reporting person?s purchase of shares at a price of $21.185 per share on the same day, as also reported herein. The reporting person has voluntarily disgorged to Vertiv Holdings Co the full amount of the profit realized from such transaction, less transaction costs, which amounted to less than $500. F1 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 18:15 UTC |
Liang StephenCTO & EVP, Infra. & Solutions
|
PurchaseClass A Common Stock | 35,001 | $21.18 | $741,321.18 |
DisclosureSEC source: 0001628280-23-021998 · wk-form4_1686694507.xml · nonDerivative · entry 4 Liang Stephen · CIK 0001802752 · CTO & EVP, Infra. & Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,813.5 F2 · price: The trade was executed in a series of transactions with a price range of $21.085 to $21.200, inclusive, with a weighted average price of $21.18. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. F1 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| June 08, 2023 Filed Jun 13, 2023 18:15 UTC |
Liang StephenCTO & EVP, Infra. & Solutions
|
SaleClass A Common Stock | 37,062 | $20.40 | $756,064.80 |
DisclosureSEC source: 0001628280-23-021998 · wk-form4_1686694507.xml · nonDerivative · entry 3 Liang Stephen · CIK 0001802752 · CTO & EVP, Infra. & Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,812.5 F1 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| June 07, 2023 Filed Jun 13, 2023 18:15 UTC |
Liang StephenCTO & EVP, Infra. & Solutions
|
SaleClass A Common Stock | 0.604 | $20.17 | $12.18 |
DisclosureSEC source: 0001628280-23-021998 · wk-form4_1686694507.xml · nonDerivative · entry 2 Liang Stephen · CIK 0001802752 · CTO & EVP, Infra. & Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,874.5 F1 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| June 07, 2023 Filed Jun 13, 2023 18:15 UTC |
Liang StephenCTO & EVP, Infra. & Solutions
|
SaleClass A Common Stock | 35,001 | $20.15 | $705,270.15 |
DisclosureSEC source: 0001628280-23-021998 · wk-form4_1686694507.xml · nonDerivative · entry 1 Liang Stephen · CIK 0001802752 · CTO & EVP, Infra. & Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,875.1 F1 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 20:20 UTC |
O' Doherty PhilipManaging Director, E+I
|
SaleClass A Common Stock | 673,868 | $20.13 | $13,564,962.84 |
DisclosureSEC source: 0001628280-23-021285 · wk-form4_1686169231.xml · nonDerivative · entry 2 O' Doherty Philip · CIK 0001890462 · Managing Director, E+I 10b5-1 filing: Plan reported Ownership: Indirect · Held by affiliated entity Disclosed balance after: 16,432,241 F1 · shares: Sold pursuant to a previously executed Rule 10b5-1 plan. F4 · price: The trade was executed in a series of transactions with a price range of $20.00 to $20.38, inclusive, with a weighted average price of $20.13. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. F3 · ownership.nature: Shares held by Powerbar Limited, an entity controlled by the reporting person. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:20 UTC |
O' Doherty PhilipManaging Director, E+I
|
SaleClass A Common Stock | 236,132 | $20.06 | $4,736,807.92 |
DisclosureSEC source: 0001628280-23-021285 · wk-form4_1686169231.xml · nonDerivative · entry 1 O' Doherty Philip · CIK 0001890462 · Managing Director, E+I 10b5-1 filing: Plan reported Ownership: Indirect · Held by affiliated entity Disclosed balance after: 17,106,109 F1 · shares: Sold pursuant to a previously executed Rule 10b5-1 plan. F2 · price: The trade was executed in a series of transactions with a price range of $20.00 to $20.14, inclusive, with a weighted average price of $20.06. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. F3 · ownership.nature: Shares held by Powerbar Limited, an entity controlled by the reporting person. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 20:12 UTC |
O' Doherty PhilipManaging Director, E+I
|
SaleClass A Common Stock | 1,144,030 | $20.16 | $23,063,644.80 |
DisclosureSEC source: 0001628280-23-020500 · wk-form4_1685650347.xml · nonDerivative · entry 1 O' Doherty Philip · CIK 0001890462 · Managing Director, E+I 10b5-1 filing: Plan reported Ownership: Indirect · Held by affiliated entity Disclosed balance after: 17,342,241 F1 · shares: Sold pursuant to a previously executed Rule 10b5-1 plan. F2 · price: The trade was executed in a series of transactions with a price range of $20.00 to $20.49, inclusive, with a weighted average price of $20.16. The reporting person undertakes to provide to Vertiv Holdings Co, any security holder of Vertiv Holdings Co, 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 ranges set forth in this footnote. F3 · ownership.nature: Shares held by Powerbar Limited, an entity controlled by the reporting person. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 16:17 UTC |
Kitson Michael J.Chief Procurement Officer
|
Tax withholdingClass A Common Stock | 3,831 | $12.38 | $47,427.78 |
DisclosureSEC source: 0001628280-23-011285 · wf-form4_168124425446917.xml · nonDerivative · entry 1 Kitson Michael J. · CIK 0001942250 · Chief Procurement Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,913.58 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 16:17 UTC |
Haislet SherylChief Information Officer
|
Tax withholdingClass A Common Stock | 1,724 | $12.38 | $21,343.12 |
DisclosureSEC source: 0001628280-23-011283 · wf-form4_168124422233484.xml · nonDerivative · entry 1 Haislet Sheryl · CIK 0001805295 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,736.98 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 16:18 UTC |
Liang StephenCTO & EVP, Infra. & Solutions
|
Tax withholdingClass A Common Stock | 18,292 | $12.38 | $226,454.96 |
DisclosureSEC source: 0001628280-23-011286 · wf-form4_168124427041769.xml · nonDerivative · entry 1 Liang Stephen · CIK 0001802752 · CTO & EVP, Infra. & Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,876.1 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 20:17 UTC |
Johnson Patrick R.EVP-Integrated Rack Solutions
|
Tax withholdingClass A Common Stock | 14,650 | $12.38 | $181,367.00 |
DisclosureSEC source: 0001628280-23-011284 · wf-form4_168124423719482.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · EVP-Integrated Rack Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,179.12 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 20:16 UTC |
Fallon David JosephChief Financial Officer
|
Tax withholdingClass A Common Stock | 19,874 | $12.38 | $246,040.12 |
DisclosureSEC source: 0001628280-23-011281 · wf-form4_168124420680782.xml · nonDerivative · entry 1 Fallon David Joseph · CIK 0001349628 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,040.38 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 20:16 UTC |
Albertazzi GiordanoDirector · CEO & President Amer.
|
Tax withholdingClass A Common Stock | 18,074 | $12.38 | $223,756.12 |
DisclosureSEC source: 0001628280-23-011280 · wf-form4_168124419221469.xml · nonDerivative · entry 1 Albertazzi Giordano · CIK 0001802544 · Director · CEO & President Amer. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,165.1 F1 · shares: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:10 UTC |
Gill Stephanie LChief Legal Counsel & Sec.
|
GrantStock Options · Derivative | 74,391 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007350 · wf-form4_167839980675925.xml · derivative · entry 1 Gill Stephanie L · CIK 0001812000 · Chief Legal Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,391 Underlying: Class A Common Stock · 74,391 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 17:11 UTC |
COTE DAVID MDirector · Executive Chairman
|
GrantStock Options · Derivative | 100,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007356 · wf-form4_167839987817748.xml · derivative · entry 1 COTE DAVID M · CIK 0001136538 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 17:08 UTC |
Kitson Michael J.Chief Procurement Officer
|
GrantStock Options · Derivative | 28,612 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007342 · wf-form4_167839968037685.xml · derivative · entry 1 Kitson Michael J. · CIK 0001942250 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,612 Underlying: Class A Common Stock · 28,612 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 17:09 UTC |
Haislet SherylChief Information Officer
|
GrantStock Options · Derivative | 59,370 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007346 · wf-form4_167839975018977.xml · derivative · entry 1 Haislet Sheryl · CIK 0001805295 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,370 Underlying: Class A Common Stock · 59,370 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 08:15 UTC |
VPE Holdings, LLCDirector · 10% owner
Platinum Equity Partners IV, LLCDirector · 10% owner
Platinum Equity Partners IV, L.P.Director · 10% owner
Vertiv JV Holdings, LLCDirector · 10% owner
PE Vertiv Holdings, LLCDirector · 10% owner
Platinum Equity Investment Holdings III, LLCDirector · 10% owner
Platinum Equity Investment Holdings III Manager, LLCDirector · 10% owner
Platinum Equity Investment Holdings IC (Cayman), LLCDirector · 10% owner
Platinum Equity InvestCo, L.P.Director · 10% owner
Platinum InvestCo (Cayman), LLCDirector · 10% owner
|
GrantStock Options · Derivative | 60,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000899243-23-007647 · doc4.xml · derivative · entry 1 VPE Holdings, LLC · CIK 0001801998 · Director · 10% owner Platinum Equity Partners IV, LLC · CIK 0001756334 · Director · 10% owner Platinum Equity Partners IV, L.P. · CIK 0001756341 · Director · 10% owner Vertiv JV Holdings, LLC · CIK 0001801997 · Director · 10% owner PE Vertiv Holdings, LLC · CIK 0001801996 · Director · 10% owner Platinum Equity Investment Holdings III, LLC · CIK 0001676357 · Director · 10% owner Platinum Equity Investment Holdings III Manager, LLC · CIK 0001757175 · Director · 10% owner Platinum Equity Investment Holdings IC (Cayman), LLC · CIK 0001756330 · Director · 10% owner Platinum Equity InvestCo, L.P. · CIK 0001756331 · Director · 10% owner Platinum InvestCo (Cayman), LLC · CIK 0001766567 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 60,000 Underlying: Class A Common Stock · 60,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co (the "Issuer"), subject to vesting in equal or nearly equal installments on March 15 of each of 2024, 2025, 2026, and 2027, granted to Jacob Kotzubei and Matthew Louie, assuming continued board service through the applicable vesting date. Options to purchase 30,000 shares of Class A common stock of the Issuer were granted to each of Messrs. Kotzubei and Louie. F2 · ownership.nature: Pursuant to a contractual agreement between Messrs. Kotzubei and Louie, on the one hand, and VPE Holdings, LLC ("VPE"), on the other hand, the shares of Class A common stock of the Issuer issuable to Messrs. Kotzubei and Louie upon exercise of such stock options will be immediately transferred to VPE in a transaction exempt from Section 16 pursuant to Rule 16a-13 thereunder. F3 · ownership.nature: Vertiv JV Holdings, LLC ("JV") owns a majority of the outstanding equity interests of VPE, and PE Vertiv Holdings, LLC ("PE Vertiv") owns a majority of the outstanding interests of JV, and, accordingly, each may be deemed to beneficially own the shares of Class A common stock beneficially owned by VPE. PE Vertiv is directly owned by six private equity investment funds (the "Funds"), none of which private equity investment funds individually has the power to direct the voting or disposition of shares beneficially owned. Platinum Equity Investment Holdings III, LLC ("Holdings III") is the managing member of one of the Funds and the managing member of the general partner of four of the Funds. F4 · ownership.nature: (Continued from footnote 3) Through such positions, Holdings III has the indirect power to direct the voting of a majority of the outstanding equity interests of PE Vertiv. Platinum Equity Investment Holdings III Manager, LLC ("Holdings Manager") is the managing member of Holdings III. Platinum Equity InvestCo, L.P. ("InvestCo") owns all of the economic interests in Holdings III. Platinum Equity Investment Holdings IC (Cayman), LLC ("Holdings Cayman") is the general partner of InvestCo. Platinum InvestCo (Cayman), LLC ("InvestCo Cayman") holds a controlling interest in InvestCo. Platinum Equity, LLC ("Platinum") is sole member of Holdings Manager. Platinum also indirectly controls the other funds that own equity interests of PE Vertiv. Mr. Tom Gores (together with VPE, JV, PE Vertiv, Holdings III, Holdings Manager, InvestCo, Holdings Cayman, InvestCo Cayman and Platinum, the "Reporting Persons") is the beneficial owner of Platinum. Accordingly, F5 · ownership.nature: (Continued from footnote 4) as a result of their indirect ownership and control of each of VPE, JV and PE Vertiv, each of Holdings III, Holdings Manager, InvestCo, Holdings Cayman, InvestCo Cayman, Platinum, and Mr. Tom Gores may be deemed to beneficially own the shares owned directly by VPE. F6 · ownership.nature: Because of the relationship among the Reporting Persons, the Reporting Persons may be deemed to beneficially own the securities reported herein to the extent of their respective pecuniary interests. Each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. F7 · ownership.nature: Pursuant to Rule 16a-1(a)(4) under the Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 08:20 UTC |
VPE Holdings, LLCDirector · 10% owner
Gores TomDirector · 10% owner
|
GrantStock Options · Derivative | 60,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000899243-23-007650 · doc4.xml · derivative · entry 1 VPE Holdings, LLC · CIK 0001801998 · Director · 10% owner Gores Tom · CIK 0001471783 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 60,000 Underlying: Class A Common Stock · 60,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co (the "Issuer"), subject to vesting in equal or nearly equal installments on March 15 of each of 2024, 2025, 2026, and 2027, granted to Jacob Kotzubei and Matthew Louie, assuming continued board service through the applicable vesting date. Options to purchase 30,000 shares of Class A common stock of the Issuer were granted to each of Messrs. Kotzubei and Louie. F2 · ownership.nature: Pursuant to a contractual agreement between Messrs. Kotzubei and Louie, on the one hand, and VPE Holdings, LLC ("VPE"), on the other hand, the shares of Class A common stock of the Issuer issuable to Messrs. Kotzubei and Louie upon exercise of such stock options will be immediately transferred to VPE in a transaction exempt from Section 16 pursuant to Rule 16a-13 thereunder. F3 · ownership.nature: Vertiv JV Holdings, LLC ("JV") owns a majority of the outstanding equity interests of VPE, and PE Vertiv Holdings, LLC ("PE Vertiv") owns a majority of the outstanding interests of JV, and, accordingly, each may be deemed to beneficially own the shares of Class A common stock beneficially owned by VPE. PE Vertiv is directly owned by six private equity investment funds (the "Funds"), none of which private equity investment funds individually has the power to direct the voting or disposition of shares beneficially owned. Platinum Equity Investment Holdings III, LLC ("Holdings III") is the managing member of one of the Funds and the managing member of the general partner of four of the Funds. F4 · ownership.nature: (Continued from footnote 3) Through such positions, Holdings III has the indirect power to direct the voting of a majority of the outstanding equity interests of PE Vertiv. Platinum Equity Investment Holdings III Manager, LLC ("Holdings Manager") is the managing member of Holdings III. Platinum Equity InvestCo, L.P. ("InvestCo") owns all of the economic interests in Holdings III. Platinum Equity Investment Holdings IC (Cayman), LLC ("Holdings Cayman") is the general partner of InvestCo. Platinum InvestCo (Cayman), LLC ("InvestCo Cayman") holds a controlling interest in InvestCo. Platinum Equity, LLC ("Platinum") is sole member of Holdings Manager. Platinum also indirectly controls the other funds that own equity interests of PE Vertiv. Mr. Tom Gores (together with VPE, JV, PE Vertiv, Holdings III, Holdings Manager, InvestCo, Holdings Cayman, InvestCo Cayman and Platinum, the "Reporting Persons") is the beneficial owner of Platinum. Accordingly, F5 · ownership.nature: (Continued from footnote 4) as a result of their indirect ownership and control of each of VPE, JV and PE Vertiv, each of Holdings III, Holdings Manager, InvestCo, Holdings Cayman, InvestCo Cayman, Platinum, and Mr. Tom Gores may be deemed to beneficially own the shares owned directly by VPE. F6 · ownership.nature: Because of the relationship among the Reporting Persons, the Reporting Persons may be deemed to beneficially own the securities reported herein to the extent of their respective pecuniary interests. Each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. F7 · ownership.nature: Pursuant to Rule 16a-1(a)(4) under the Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 17:12 UTC |
Liang StephenCTO & EVP, Infra. & Solutions
|
GrantStock Options · Derivative | 114,449 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007360 · wf-form4_167839992587328.xml · derivative · entry 1 Liang Stephen · CIK 0001802752 · CTO & EVP, Infra. & Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,449 Underlying: Class A Common Stock · 114,449 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:14 UTC |
Washington Robin LDirector
|
GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007366 · wf-form4_167840003483609.xml · derivative · entry 1 Washington Robin L · CIK 0001327145 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:13 UTC |
Albertazzi GiordanoDirector · CEO & President Amer.
|
GrantStock Options · Derivative | 472,103 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007365 · wf-form4_167840002067760.xml · derivative · entry 1 Albertazzi Giordano · CIK 0001802544 · Director · CEO & President Amer. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,103 Underlying: Class A Common Stock · 472,103 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:13 UTC |
Winther KarstenPresident, EMEA
|
GrantStock Options · Derivative | 59,513 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007364 · wf-form4_167840000601688.xml · derivative · entry 1 Winther Karsten · CIK 0001917820 · President, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,513 Underlying: Class A Common Stock · 59,513 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:13 UTC |
DOKKUM JAN VANDirector
|
GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007363 · wf-form4_167839999165790.xml · derivative · entry 1 DOKKUM JAN VAN · CIK 0001270743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:13 UTC |
REINEMUND STEVENDirector
|
GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007362 · wf-form4_167839996784268.xml · derivative · entry 1 REINEMUND STEVEN · CIK 0001183822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:12 UTC |
Fallon David JosephChief Financial Officer
|
GrantStock Options · Derivative | 200,286 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007361 · wf-form4_167839994853434.xml · derivative · entry 1 Fallon David Joseph · CIK 0001349628 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,286 Underlying: Class A Common Stock · 200,286 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:12 UTC |
Johnson Patrick R.EVP-Integrated Rack Solutions
|
GrantStock Options · Derivative | 63,948 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007359 · wf-form4_167839991076934.xml · derivative · entry 1 Johnson Patrick R. · CIK 0001802692 · EVP-Integrated Rack Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,948 Underlying: Class A Common Stock · 63,948 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:11 UTC |
DEANGELO JOSEPH JDirector
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GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007357 · wf-form4_167839989648180.xml · derivative · entry 1 DEANGELO JOSEPH J · CIK 0001228762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:11 UTC |
Haussler Jakki L.Director
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GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007354 · wf-form4_167839985655983.xml · derivative · entry 1 Haussler Jakki L. · CIK 0001432379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:10 UTC |
Cui Yibin EdwardPresident - Greater China
|
GrantStock Options · Derivative | 45,497 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007353 · wf-form4_167839984034546.xml · derivative · entry 1 Cui Yibin Edward · CIK 0001915468 · President - Greater China 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,497 Underlying: Class A Common Stock · 45,497 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:10 UTC |
Cripps ScottChief Accounting Officer
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GrantStock Options · Derivative | 28,612 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007351 · wf-form4_167839982551620.xml · derivative · entry 2 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,612 Underlying: Class A Common Stock · 28,612 shares Expires 2033-03-07 F2 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of December 1, 2022. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:10 UTC |
Cripps ScottChief Accounting Officer
|
GrantStock Options · Derivative | 49,356 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007351 · wf-form4_167839982551620.xml · derivative · entry 1 Cripps Scott · CIK 0001827825 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,356 Underlying: Class A Common Stock · 49,356 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:09 UTC |
FRADIN ROGERDirector
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GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007348 · wf-form4_167839978292419.xml · derivative · entry 1 FRADIN ROGER · CIK 0001246989 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:09 UTC |
MONSER EDWARD LDirector
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GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007347 · wf-form4_167839976633262.xml · derivative · entry 1 MONSER EDWARD L · CIK 0001183480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:08 UTC |
Lim Cheryl H.J.Chief Human Resources Officer
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GrantStock Options · Derivative | 60,085 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007344 · wf-form4_167839970885736.xml · derivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,085 Underlying: Class A Common Stock · 60,085 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:09 UTC |
Sanghi AnandPres. AU, NZ, SE Asia & India
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GrantStock Options · Derivative | 42,918 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001628280-23-007345 · wf-form4_167839972637931.xml · derivative · entry 1 Sanghi Anand · CIK 0001843242 · Pres. AU, NZ, SE Asia & India 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,918 Underlying: Class A Common Stock · 42,918 shares Expires 2033-03-07 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of the first four anniversaries of March 15, 2023. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 13:16 UTC |
Kotzubei JacobDirector
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GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000899243-23-007649 · doc4.xml · derivative · entry 1 Kotzubei Jacob · CIK 0001490593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co, subject to vesting in equal or nearly equal installments on March 15 of each of 2024, 2025, 2026, and 2027, assuming continued board service through the applicable vesting date. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 13:15 UTC |
Louie MatthewDirector
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GrantStock Options · Derivative | 30,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000899243-23-007648 · doc4.xml · derivative · entry 1 Louie Matthew · CIK 0001802286 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2033-03-07 F1 · derivative.exercise_date: Consists of options to purchase shares of Class A common stock of Vertiv Holdings Co, subject to vesting in equal or nearly equal installments on March 15 of each of 2024, 2025, 2026, and 2027, assuming continued board service through the applicable vesting date. Read SEC document |
| January 06, 2023 Filed Nov 30, 2023 21:00 UTC |
COTE DAVID MDirector · Executive Chairman
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OtherClass A Common Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-23-002886 · es230425115_4-cote.xml · nonDerivative · entry 1 COTE DAVID M · CIK 0001136538 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 200 F1 · kind: Reflects securities acquired by inheritance by David M. Cote 2018 Revocable Trust, of which the Reporting Person is the trustee. F1 · ownership.nature: Reflects securities acquired by inheritance by David M. Cote 2018 Revocable Trust, of which the Reporting Person is the trustee. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:41 UTC |
Gill Stephanie LChief Legal Counsel & Sec.
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GrantClass A Common Stock | 23.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032221 · wf-form4_167148571864561.xml · nonDerivative · entry 1 Gill Stephanie L · CIK 0001812000 · Chief Legal Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,433.49 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 16:48 UTC |
Kitson Michael J.Chief Procurement Officer
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GrantClass A Common Stock | 16.35 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032225 · wf-form4_167148651446994.xml · nonDerivative · entry 1 Kitson Michael J. · CIK 0001942250 · Chief Procurement Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,744.58 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 16:48 UTC |
Marion John F.EVP, Quality, VOS and Process
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GrantClass A Common Stock | 12.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032224 · wf-form4_167148641239023.xml · nonDerivative · entry 1 Marion John F. · CIK 0001942371 · EVP, Quality, VOS and Process 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,742.03 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 16:46 UTC |
Haislet SherylChief Information Officer
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GrantClass A Common Stock | 5.42 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032223 · wf-form4_167148621282775.xml · nonDerivative · entry 1 Haislet Sheryl · CIK 0001805295 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,460.98 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 16:32 UTC |
Liang StephenCTO & EVP, Infra. & Solutions
|
GrantClass A Common Stock | 50.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032217 · wf-form4_167148548420986.xml · nonDerivative · entry 1 Liang Stephen · CIK 0001802752 · CTO & EVP, Infra. & Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,168.1 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:59 UTC |
Lim Cheryl H.J.Chief Human Resources Officer
|
GrantClass A Common Stock | 13.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032230 · wf-form4_167148698439494.xml · nonDerivative · entry 1 Lim Cheryl H.J. · CIK 0001942478 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,349.95 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:56 UTC |
Johnson Patrick R.EVP-Integrated Rack Solutions
|
GrantClass A Common Stock | 45.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032228 · wf-form4_167148677646648.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · EVP-Integrated Rack Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,829.12 F1 · shares: Represents the automatic accrual of dividend-equivalent stock units ("DSUs") on the reporting person's restricted stock units ("RSUs"). The DSUs will become vested on the same schedule as the underlying RSUs. Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares will be settled in cash. F2 · balance_after: Includes shares, RSUs and DSUs. 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.