Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Certara, Inc.CERT · Entity 787 | CHIEF STRATEGY & MARKETING | April 01, 2022 | April 05, 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 April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 248,577 |
Reported balance
After 2022-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-01 · Tax withholding · Disposed 1,914 · Balance 248,577 F1: Represents restricted stock units ("RSU") withheld to satisfy tax withholding obligations in connection with the vesting and settlement of 6,105 RSUs, previously granted to the reporting person on April 1, 2021. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2023 and April 1, 2024. F2: The total reported in Column 5 includes 236,367 shares of common stock and 12,210 RSUs, each of which was previously reported in Table 1 of Form 4. Does not include 15,962 newly-awarded RSUs, which are reported in Table II. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-04-01 | Direct | 15,962 |
Reported balance
After 2022-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-04-01 · Grant · Acquired 15,962 · Balance 15,962 F3: Each RSU is 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 reporting person has reported prior awards of RSUs in Table 1 of Form 4. F4: The RSUs will vest and settle in three equal installments on April 1, 2023, April 1, 2024 and April 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSU") withheld to satisfy tax withholding obligations in connection with the vesting and settlement of 6,105 RSUs, previously granted to the reporting person on April 1, 2021. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2023 and April 1, 2024.
F2: The total reported in Column 5 includes 236,367 shares of common stock and 12,210 RSUs, each of which was previously reported in Table 1 of Form 4. Does not include 15,962 newly-awarded RSUs, which are reported in Table II.
F3: Each RSU is 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 reporting person has reported prior awards of RSUs in Table 1 of Form 4.
F4: The RSUs will vest and settle in three equal installments on April 1, 2023, April 1, 2024 and April 1, 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, 2022 Filed Apr 5, 2022 21:03 UTC | Certara, Inc. CERT · Entity 787 | GrantRestricted Stock Units · Derivative | 15,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003845 · form4-04052022_020437.xml · derivative · entry 2 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,962 Underlying: Common Stock · 15,962 shares Expires 2025-04-01 F3 · derivative.exercise_price: Each RSU is 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 reporting person has reported prior awards of RSUs in Table 1 of Form 4. F4 · derivative.exercise_date: The RSUs will vest and settle in three equal installments on April 1, 2023, April 1, 2024 and April 1, 2025. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:03 UTC | Certara, Inc. CERT · Entity 787 | Tax withholdingCommon Stock | 1,914 | $21.48 | $41,112.72 |
DisclosureSEC source: 0001415889-22-003845 · form4-04052022_020437.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,577 F1 · shares: Represents restricted stock units ("RSU") withheld to satisfy tax withholding obligations in connection with the vesting and settlement of 6,105 RSUs, previously granted to the reporting person on April 1, 2021. The remaining two-thirds of the RSUs are scheduled to vest and settle in two equal installments on April 1, 2023 and April 1, 2024. F2 · balance_after: The total reported in Column 5 includes 236,367 shares of common stock and 12,210 RSUs, each of which was previously reported in Table 1 of Form 4. Does not include 15,962 newly-awarded RSUs, which are reported in Table II. Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 21:57 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 7,500 | $28.00 | $210,000.00 |
DisclosureSEC source: 0001415889-21-006160 · form4-12212021_011207.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,491 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2021. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 01:09 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 5,000 | $26.13 | $130,650.00 |
DisclosureSEC source: 0001415889-21-006135 · form4-12202021_051233.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,991 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2021. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 21:52 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 20,000 | $30.30 | $606,000.00 |
DisclosureSEC source: 0001415889-21-005390 · form4-11222021_011128.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,991 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $29.74 to $30.61. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 19, 2021 Filed Oct 20, 2021 20:44 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 483 | $38.56 | $18,624.48 |
DisclosureSEC source: 0001415889-21-004928 · form4-10202021_011034.xml · nonDerivative · entry 3 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,991 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: This transaction was executed in multiple trades at prices ranging from $38.54 to $38.60. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 19, 2021 Filed Oct 20, 2021 20:44 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 18,083 | $38.15 | $689,866.45 |
DisclosureSEC source: 0001415889-21-004928 · form4-10202021_011034.xml · nonDerivative · entry 2 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,474 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: This transaction was executed in multiple trades at prices ranging from $37.52 to $38.52. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 19, 2021 Filed Oct 20, 2021 20:44 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 1,434 | $37.05 | $53,129.70 |
DisclosureSEC source: 0001415889-21-004928 · form4-10202021_011034.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,557 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $36.45 to $37.43. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 17, 2021 Filed Sep 20, 2021 20:53 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 13,735 | $35.96 | $493,910.60 |
DisclosureSEC source: 0001415889-21-004496 · form4-09202021_010918.xml · nonDerivative · entry 2 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,991 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: This transaction was executed in multiple trades at prices ranging from $35.73 to $36.45. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 17, 2021 Filed Sep 20, 2021 20:53 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 6,265 | $35.32 | $221,279.80 |
DisclosureSEC source: 0001415889-21-004496 · form4-09202021_010918.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,726 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $34.72 to $35.71. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 24, 2021 Filed Aug 25, 2021 20:41 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 7,500 | $30.00 | $225,000.00 |
DisclosureSEC source: 0001415889-21-004093 · form4-08252021_010826.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,991 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| August 19, 2021 Filed Aug 24, 2021 00:46 UTC | Certara, Inc. CERT · Entity 787 | SaleCommon Stock | 12,500 | $28.34 | $354,250.00 |
DisclosureSEC source: 0001415889-21-004070 · form4-08232021_050820.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · CHIEF STRATEGY & MARKETING 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,491 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $28.10 to $28.59. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 01, 2021 Filed Apr 9, 2021 20:21 UTC | Certara, Inc. CERT · Entity 787 | GrantCommon Stock | 18,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-048726 · tm2112600-2_4seq1.xml · nonDerivative · entry 1 Choe Jieun W. · CIK 0001834184 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,991 F1 · shares: Represents 18,315 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in a series of three equal installments upon the reporting person's completion of each 12 month period of service over the period measured from April 1, 2021 to April 1, 2024, subject to the continued service of the reporting person through such vesting dates. 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.