Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertiv Holdings CoVRT · Entity 440 | EVP, Quality, VOS and Process | December 15, 2022 | December 19, 2022 |
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 December 15, 2022 · Filed December 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 24,742.03 |
Reported balance
After 2022-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-15 · Grant · Acquired 12.65 · Balance 24,742.03 F1: 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: Includes shares, RSUs and DSUs. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 952.83 |
Reported balance
Holding disclosure · report date 2022-12-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 952.83 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 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: 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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 19, 2022 16:48 UTC | Vertiv Holdings Co VRT · Entity 440 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.