Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | PRESIDENT, REG & ACCES | March 31, 2023 | April 03, 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.
Certara, Inc.
Report date March 31, 2023 · Filed April 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,415 |
Ending reported balance
After 2023-03-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-31 · Exercise / conversion · Acquired 3,990 · Balance 13,581 F1: Each restricted stock unit ("RSU") was granted on April 1, 2022, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on March 31, 2023. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2024, and April 1, 2025. Row 2 · 2023-03-31 · Tax withholding · Disposed 1,166 · Balance 12,415 F2: Represents RSUs withheld to satisfy the tax withholding obligations in connection with the vesting and settlement of RSUs, exempt under Rule 16b-3. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-04-01 | Direct | 7,982 |
Reported balance
After 2023-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-31 · Exercise / conversion · Disposed 3,990 · Balance 7,982 F1: Each restricted stock unit ("RSU") was granted on April 1, 2022, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on March 31, 2023. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2024, and April 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-04-01 | Direct | 23,556 |
Reported balance
After 2023-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-04-01 · Exercise / conversion · Acquired 23,556 · Balance 23,556 F3: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in three equal installments on April 1, 2024, April 1, 2025, and April 1, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2024-10-01 | Direct | 6,024 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 6,024 F4: Each RSU was granted on October 1, 2021, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on October 1, 2022. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on October 1, 2023, and October 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-10-04 | Direct | 17,440 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 17,440 F5: Each RSU was granted on October 4, 2022, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in three equal installments on October 4, 2023, October 4, 2024, and October 4, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") was granted on April 1, 2022, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on March 31, 2023. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2024, and April 1, 2025.
F2: Represents RSUs withheld to satisfy the tax withholding obligations in connection with the vesting and settlement of RSUs, exempt under Rule 16b-3.
F3: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in three equal installments on April 1, 2024, April 1, 2025, and April 1, 2026.
F4: Each RSU was granted on October 1, 2021, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on October 1, 2022. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on October 1, 2023, and October 1, 2024.
F5: Each RSU was granted on October 4, 2022, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in three equal installments on October 4, 2023, October 4, 2024, and October 4, 2025.
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 01, 2023 Filed Apr 3, 2023 21:44 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 23,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005818 · form4-04032023_090452.xml · derivative · entry 4 Virkler Drayton · CIK 0001945604 · PRESIDENT, REG & ACCES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,556 Underlying: Common Stock · 23,556 shares Expires 2026-04-01 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 RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in three equal installments on April 1, 2024, April 1, 2025, and April 1, 2026. F3 · derivative.exercise_date: Each RSU was granted on April 1, 2023, under the 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs will vest and settle in three equal installments on April 1, 2024, April 1, 2025, and April 1, 2026. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 21:44 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 3,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005818 · form4-04032023_090452.xml · derivative · entry 3 Virkler Drayton · CIK 0001945604 · PRESIDENT, REG & ACCES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,982 Underlying: Common Stock · 3,990 shares Expires 2025-04-01 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 · derivative.exercise_price: Each restricted stock unit ("RSU") was granted on April 1, 2022, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on March 31, 2023. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2024, and April 1, 2025. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was granted on April 1, 2022, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on March 31, 2023. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2024, and April 1, 2025. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 21:44 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 1,166 | $23.80 | $27,750.80 |
DisclosureSEC source: 0001415889-23-005818 · form4-04032023_090452.xml · nonDerivative · entry 2 Virkler Drayton · CIK 0001945604 · PRESIDENT, REG & ACCES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,415 F2 · shares: Represents RSUs withheld to satisfy the tax withholding obligations in connection with the vesting and settlement of RSUs, exempt under Rule 16b-3. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 21:44 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 3,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005818 · form4-04032023_090452.xml · nonDerivative · entry 1 Virkler Drayton · CIK 0001945604 · PRESIDENT, REG & ACCES 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,581 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 · shares: Each restricted stock unit ("RSU") was granted on April 1, 2022, under the Certara, Inc. 2020 Incentive Plan ("2020 Incentive Plan") and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on March 31, 2023. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2024, and April 1, 2025. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:31 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 17,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010383 · form4-10062022_011002.xml · derivative · entry 1 Virkler Drayton · CIK 0001945604 · INTERIM PRESIDENT, REG & ACCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,440 Underlying: Common Stock · 17,440 shares Expires 2025-10-04 F1 · derivative.exercise_price: Each restricted stock unit ("RSU") was granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. F2 · derivative.exercise_date: The RSUs are scheduled to vest and settle in three equal installments on October 4, 2023, October 4, 2024, and October 4, 2025. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:05 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 3,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010245 · form4-10042022_021054.xml · derivative · entry 5 Virkler Drayton · CIK 0001945604 · INTERIM PRESIDENT, REG & ACCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,042 Underlying: Common Stock · 3,021 shares Expires 2024-10-01 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. F2 · derivative.exercise_price: Each RSU was granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on September 30, 2022. The remaining two-thirds of the RSUs are scheduled to vest and settle on October 1, 2023 and October 1, 2024, subject to the continued service of the reporting person. F2 · derivative.exercise_date: Each RSU was granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on September 30, 2022. The remaining two-thirds of the RSUs are scheduled to vest and settle on October 1, 2023 and October 1, 2024, subject to the continued service of the reporting person. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:05 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionRestricted Stock Units · Derivative | 10,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010245 · form4-10042022_021054.xml · derivative · entry 4 Virkler Drayton · CIK 0001945604 · INTERIM PRESIDENT, REG & ACCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,574 shares Expires 2022-10-01 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 · derivative.exercise_price: Each restricted stock unit ("RSUs") was granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs were granted on October 1, 2021 and cliff vested and settled on September 30, 2022. F1 · derivative.exercise_date: Each restricted stock unit ("RSUs") was granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs were granted on October 1, 2021 and cliff vested and settled on September 30, 2022. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:05 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon stock | 4,004 | $13.31 | $53,293.24 |
DisclosureSEC source: 0001415889-22-010245 · form4-10042022_021054.xml · nonDerivative · entry 3 Virkler Drayton · CIK 0001945604 · INTERIM PRESIDENT, REG & ACCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,591 F3 · kind: Represents RSUs of the reporting company withheld to satisfy tax withholding obligations in connection with the vesting of RSUs described in footnotes 1 and 2, exempt from Rule 16b-3. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:05 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 3,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010245 · form4-10042022_021054.xml · nonDerivative · entry 2 Virkler Drayton · CIK 0001945604 · INTERIM PRESIDENT, REG & ACCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,595 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. F2 · price: Each RSU was granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. One-third of the RSUs vested and were settled on September 30, 2022. The remaining two-thirds of the RSUs are scheduled to vest and settle on October 1, 2023 and October 1, 2024, subject to the continued service of the reporting person. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:05 UTC | Certara, Inc. CERT · Entity 787 | Exercise / conversionCommon Stock | 10,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010245 · form4-10042022_021054.xml · nonDerivative · entry 1 Virkler Drayton · CIK 0001945604 · INTERIM PRESIDENT, REG & ACCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,574 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 · price: Each restricted stock unit ("RSUs") was granted under the Certara, Inc. 2020 Incentive Plan and represents a right to receive one share of common stock or the cash equivalent thereof. The RSUs were granted on October 1, 2021 and cliff vested and settled on September 30, 2022. 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.