Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertiv Holdings CoVRT · Entity 440 | EVP-Integrated Rack Solutions | April 08, 2023 | April 11, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertiv Holdings Co
Report date April 08, 2023 · Filed April 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 139,179.12 |
Reported balance
After 2023-04-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-04-08 · Tax withholding · Disposed 14,650 · Balance 139,179.12 F1: 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: Includes shares, RSUs and DSUs. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 6,114.09 |
Reported balance
Holding disclosure · report date 2023-04-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,114.09 F3: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes shares, RSUs and DSUs.
F3: Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 08, 2023 Filed Apr 11, 2023 20:17 UTC | Vertiv Holdings Co VRT · Entity 440 | 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 |
| March 07, 2023 Filed Mar 9, 2023 22:12 UTC | Vertiv Holdings Co VRT · Entity 440 | 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 |
| December 15, 2022 Filed Dec 19, 2022 21:56 UTC | Vertiv Holdings Co VRT · Entity 440 | 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 |
| April 08, 2022 Filed Apr 12, 2022 20:35 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 14,128 | $13.54 | $191,293.12 |
DisclosureSEC source: 0001628280-22-008996 · wf-form4_164979570742511.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · EVP-Integrated Rack Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,783.98 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 |
| March 16, 2022 Filed Mar 18, 2022 21:15 UTC | Vertiv Holdings Co VRT · Entity 440 | PurchaseClass A Common Stock | 15,000 | $12.39 | $185,850.00 |
DisclosureSEC source: 0001214659-22-004125 · marketforms-55817.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · ExVP Integrated Rack Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,911.98 F1 · price: The trade was executed in a series of transactions with a price range of $12.37 to $12.39, inclusive, with a weighted average price of $12.39. 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 purchased at each separate price within the ranges set forth in this footnote. F2 · balance_after: Includes shares, restricted stock units and dividend equivalent stock units. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 13:45 UTC | Vertiv Holdings Co VRT · Entity 440 | PurchaseClass A Common Stock | 10,000 | $11.50 | $115,000.00 |
DisclosureSEC source: 0000950142-22-000893 · es220231640_4-johnsonpat.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · EVP-Integrated Rack Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,911.98 F1 · price: The trade was executed in a series of transactions with a price range of $11.49 to $11.50, inclusive, with a weighted average price of $11.50. 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 purchased at each separate price within the ranges set forth in this footnote. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:32 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 100,000 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0000950142-22-000971 · es220232175_4-johnsonp.xml · derivative · entry 1 Johnson Patrick R. · CIK 0001802692 · EVP-Integrated Rack Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2032-03-03 F1 · derivative.exercise_date: The stock options will vest as to 25% on each of March 3, 2023, March 3, 2024, March 3, 2025, and March 3, 2026. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 21:32 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 37.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-025405 · wf-form4_164003592514607.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · EVP-Integrated Rack Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,911.98 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 |
| April 08, 2021 Filed Apr 12, 2021 20:59 UTC | Vertiv Holdings Co VRT · Entity 440 | Tax withholdingClass A Common Stock | 13,993 | $21.49 | $300,709.57 |
DisclosureSEC source: 0000950142-21-001270 · es210143642_4-johnsonpat.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · EVP-Integrated Rack Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,874 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"). F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:05 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Options · Derivative | 82,335 | $0.00 Strike: $20.93 | $0.00 |
DisclosureSEC source: 0000950142-21-000824 · es210135137_4-johnsonp.xml · derivative · entry 2 Johnson Patrick R. · CIK 0001802692 · Ex VP-Integrated Rack Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,335 Underlying: Class A Common Stock · 82,335 shares Expires 2031-02-26 F3 · derivative.exercise_date: The stock options will vest as to 20,583 on February 26, 2022 and 20,584 on each of February 26, 2023, February 26, 2024, and February 26, 2025. Read SEC document |
| December 17, 2020 Filed Mar 3, 2021 01:05 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantClass A Common Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-000824 · es210135137_4-johnsonp.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · Ex VP-Integrated Rack Systems 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,867 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. F2 · balance_after: Includes shares, RSUs and DSUs. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 17:52 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantCommon Stock | 125,000 | $15.76 | $1,970,000.00 |
DisclosureSEC source: 0001628280-20-012677 · wf-form4_159742751634566.xml · nonDerivative · entry 1 Johnson Patrick R. · CIK 0001802692 · Ex VP-IT & Edge Infrastructure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,802 F1 · shares: Represents an award of 125,000 restricted stock units ("RSUs") awarded pursuant to the 2020 Stock Incentive Plan of Vertiv Holdings Co and its Affiliates. Twenty-Five Percent (25%) of the RSUs will vest on April 8, 2021 with the remaining Seventy-Five Percent (75%) vesting in three equal installments of Twenty-Five Percent (25%) on each of April 8, 2022, April 8, 2023 and April 8, 2024. Read SEC document |
| February 07, 2020 Filed Feb 12, 2020 00:29 UTC | Vertiv Holdings Co VRT · Entity 440 | GrantStock Option · Derivative | 132,850 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0000899243-20-004159 · doc4.xml · derivative · entry 1 Johnson Patrick R. · CIK 0001802692 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,850 Underlying: Class A common stock · 132,850 shares Expires 2030-02-07 F1 · derivative.exercise_date: The stock option will vest as to 25% on each of February 7, 2021, February 7, 2022, February 7, 2023 and February 7, 2024. 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.