Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertiv Holdings CoVRT · Entity 440 | Chief Procurement Officer | 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 | 25,913.58 |
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 3,831 · Balance 25,913.58 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. |
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.
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 16:17 UTC | Vertiv Holdings Co VRT · Entity 440 | 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 |
| March 07, 2023 Filed Mar 9, 2023 17:08 UTC | Vertiv Holdings Co VRT · Entity 440 | 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 |
| December 15, 2022 Filed Dec 19, 2022 16:48 UTC | Vertiv Holdings Co VRT · Entity 440 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.