Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | Director | August 19, 2022 | August 23, 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.
Certara, Inc.
Report date August 19, 2022 · Filed August 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,000 |
Reported balance
After 2022-08-19 transaction · row 1
1 source rowRow 1 · 2022-08-19 · Purchase · Acquired 20,000 · Balance 42,000 |
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 |
|---|---|---|---|---|---|---|
| August 19, 2022 Filed Aug 23, 2022 08:58 UTC | Certara, Inc. CERT · Entity 787 | PurchaseCommon Stock | 20,000 | $16.32 | $326,400.00 |
DisclosureSEC source: 0001415889-22-008945 · form4-08232022_050813.xml · nonDerivative · entry 1 McLean Stephen M. · CIK 0001834266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 18:26 UTC | Certara, Inc. CERT · Entity 787 | PurchaseCommon Stock | 22,000 | $23.00 | $506,000.00 |
DisclosureSEC source: 0001104659-20-136437 · tm2038646-3_4seq1.xml · nonDerivative · entry 1 McLean Stephen M. · CIK 0001834266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 F1 · kind: Shares were acquired in a directed share program in connection with the Issuer's initial public offering. 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.